Financial Analytics Job Description

Financial Analytics Job Description

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Financial analytics provides quantitative and qualitative data analysis and reporting of patterns, insights, and trends to decision-makers in order to drive business decisions.

Financial Analytics Duties & Responsibilities

To write an effective financial analytics job description, begin by listing detailed duties, responsibilities and expectations. We have included financial analytics job description templates that you can modify and use.

Sample responsibilities for this position include:

Support the tracking of the artist acquisition pipeline
Prepare weekly reports, develop reporting enhancements
Take responsibility and initiative in understanding business metrics driving profitability
Prepare ad hoc analysis as needed by the U.S. Concerts team
Work collaboratively within the U.S. Concerts team to establish best practices for reporting, analysis and insights
Design and implement critical core parts of the platform that handle distributed computing, parallelization of calculations and acceleration of numeric routines, and management and analysis of large datasets
Define and document interfaces, pluggable components, and patterns of use for development teams to adhere to
To the improvement and development of next generation versions of key framework services, such as the macroeconomic scenario generator, earnings at risk engine, data visualization layers, scenario and assumptions registry, or tooling for sensitivity analysis, model diagnosis, error attribution and backtesting
Partner with internal and/or external Project Management Office resources to enhance end-to-end forecasting process and achieve continuous improvement
Build and maintain collaborative relationships with Operations, Marketing, Pricing and Finance teams and be comfortable working independently to complete various analyses

Financial Analytics Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Financial Analytics

List any licenses or certifications required by the position: CFA, FRM, CPA, CCE, CMA, PMP, CIFI, CFE, CAMS, CPSM

Education for Financial Analytics

Typically a job would require a certain level of education.

Employers hiring for the financial analytics job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, Economics, Business, Statistics, Mathematics, Computer Science, MBA, Engineering, Education

Skills for Financial Analytics

Desired skills for financial analytics include:

Microsoft Excel
Quantitative methodologies
Microsoft Office products
Java
OOP
Ability to manage complex financial analysis and modeling
Applications
Emerging industry trends
OOD and design patterns
SAS

Desired experience for financial analytics includes:

Flair for figures and analytical problem solving
Manages well under pressure all while handling multiple priorities and deadlines
Willing and able to get into details and slog through the sea of data, “get dirty”
Healthy curiosity to understand all aspects of the business
Knowledge inregulatory liquidity requirements such as LCR and NSFR measures is a plus
Excellent knowledge of object oriented programming, preferably in C++ and Python

Financial Analytics Examples

1

Financial Analytics Job Description

Job Description Example
Our company is growing rapidly and is looking for a financial analytics. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for financial analytics
  • Contribute to the testing and optimization program
  • Communicate with various LOBs about and analyze their business and regulatory needs
  • Coordinate with design/implementation/FQA teams within FFA on action plans
  • Maintain a communication channel with LOBs and other relevant stake holders such as MRAD and MRG
  • Analyze and address questions/issues that arise during the process
  • Responsible for providing independent, timely, decision-oriented reporting and analysis to enable the Technology PMO Senior Management, to understand, manage and control Information Technology (IT) risks, particularly in the area of project portfolio management
  • Work cross-functionally throughout the organization (global payments, finance, data engineering & analytics, billing and payments engineering) to implement consumer payments solutions and measure performance
  • Develop strategies for offering relevant payment methods to consumers
  • Enhance accuracy of RWA, Leverage and Liquidity Reporting in accordance with Basel III guidelines
  • Analyze Leverage, RWA, Liquidity, and Funding results and prepare consolidated reporting package on a timely basis for Senior Management
Qualifications for financial analytics
  • Knowledge of data engineering – including databases (both relational and not relational), data I/O, cleansing, and transformation
  • Experience in data analysis, experimental design and value-based customer management
  • Experience using large data sets from various sources
  • Understanding of credit card and finance industry
  • Able to communicate complex data and financial results to a wide audience
  • Knowledge of CCAR and stress testing requirements regulations related to capital planning and risk management
2

Financial Analytics Job Description

Job Description Example
Our growing company is looking to fill the role of financial analytics. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for financial analytics
  • Provide decomposition of RWA and Leverage figures to assist Business Unit controllers in better understanding / managing their capital requirements
  • Investigate and provide explanations for significant fluctuations in the Capital Markets business
  • Provide monthly reporting and forecasting of Leverage and RWA balances by line of business
  • Monitor ongoing initiatives and assist in implementing these initiatives
  • Proactively recommend, develop and implement enhancements to improve productivity and analysis to increase the effectiveness of information provided
  • Act as a liaison and a subject matter expert between the Risk Capital Groups, Performance Management and Business Unit controllers to ensure issues and initiatives are worked out in a timely and accurate fashion
  • Supports financial modeling (discounted cash flow/net present value analysis) for generation development opportunities
  • Provide analytical services to senior management that will drive key decisions related to eCommerce and Supply Chain through vigorous analytics and insightful reporting
  • Develop and produce meaningful analysis that is actionable and responsive to the changing assumptions of the eCommerce financial model
  • Support eCommerce financial planning, analysis, and reporting through preparation of business scorecards, forecasting and planning, and executive presentations
Qualifications for financial analytics
  • Must be able to sit for extended period of time
  • Must have four years or more experience with financial analysis and reporting within a law firm or service industry
  • Strong working knowledge of Elite (or similar software), including the ability to run queries and generate ad hoc reports
  • Superior customer service focus and a demonstrated ability to work in challenging and dynamic environment
  • Proficiency with MS Word and PowerPoint software
  • Ability to work outside of established business hours and adjust personal schedule to meet deadlines is required
3

Financial Analytics Job Description

Job Description Example
Our innovative and growing company is hiring for a financial analytics. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for financial analytics
  • Present information and facilitate decision making at various levels within the organization to both financial and non-financial stakeholders
  • Help business partners meet objectives by delivering insightful and timely financial analysis
  • Navigate large and complex data to create insightful and informative financial analysis
  • Work directly with the Senior Leadership team to create financially viable execution plans for eCommerce
  • Participate in Business, IT, Accounting, and Dealer preparation meetings to support business decisions related to eCommerce and Supply Chain
  • Maintain/update annual budget and resource needs for the department
  • Provide financial efficiency through transparent and timely reporting
  • Perform analysis using historical data to identify trends and surface issues
  • Produce ad-hoc analysis and presentations to support management decisions
  • Coordinate with FRM COO, regional COOs, Finance and other areas of the Firm to support financial exercises driven by the Firm or FRM
Qualifications for financial analytics
  • Motivated to drive organizational change and create a fun work environment
  • Minimum of five years of consumer credit analytics or related experience, with at least three years of experience leading analytical teams is required
  • 3-5 years of meaningful experience in a corporate setting with demonstrated analytical, problem-solving, or reporting background
  • A minimum of 2 years of experience working deeply with web analytics data
  • Advanced proficiency in Microsoft Office Professional suite of products (Excel, Word, Access and
  • Excellent financial analytical & good modelling skills
4

Financial Analytics Job Description

Job Description Example
Our growing company is hiring for a financial analytics. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for financial analytics
  • Build data sets and create visualization for a variety of Services financial and operational metrics
  • Assist with the development of a world class BI suite of tools for operators
  • Prepare key deliverables for senior leadership
  • Recommends changes in reporting and viewing the business
  • Model development and forecasting of operations and financial results
  • Key financial metrics analysis and projects targeted at performance improvement
  • Investor and analyst supporting documents and presentations
  • Partnering with business operations to develop enhanced data flow and metric tracking
  • Lead other ad-hoc projects and financial analysis as needed
  • Assist in the design, development and implementation of basic adhoc and standard reports
Qualifications for financial analytics
  • Industry knowledge of global CNP (card not present) payment processing, recurring billing, payments fraud, and general ecommerce is preferred, but not required
  • Experience working with external business partners and vendors
  • Skill presenting analyses to executives/senior management
  • Bachelor’s degree and 2-3 years of experience preferably in finance, economics, mathematics, statistics or other relevant field that demonstrates quantitative orientation
  • Experience in preparing discounted cash flow/net present value analysis and pro forma models (income statement, cash flow statement and balance sheet)
  • Experience in running a M&A due diligence process
5

Financial Analytics Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of financial analytics. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for financial analytics
  • Provide quantitative and qualitative analysis on benefits and impacts being delivered at the project-level and their relevance to the big picture
  • Be the liaison between various cross functional teams and workforce to ensure accurate and relevant metrics are being used to effectively manage our business
  • Develop new processes to track and report on actuals
  • Create and manage controls and forecasts to prove the viability of new/existing initiatives from both a financial and benefit delivery perspective
  • Engage and influence senior management and executives through all project phases to ensure alignment on key areas (with a focus on benefits/impacts in particular)
  • Produce monthly house margin reporting package supporting all divisions (AP, AC, FW) and all channels (NA and Int) including sandbox tools, margin walks and sport category scorecard updates
  • Manage house margin database and data quality and drive reporting process enhancements & standardization
  • Partner cross-functionally with Global Revenue FP&A, including international markets, to drive margin education, accountability, and forecast visibility
  • Manage royalty reporting process through partnership with licensing, sports marketing, legal, master data and accounting
  • Create house margin playbook and partner with manager of margin analytics to share capabilities with relevant partners across the organization to further integrate margin into business processes
Qualifications for financial analytics
  • Excellent programming skills, preferably in C++ and Python for scientific computing
  • Strong attention to detail/knowledge of planning, management reporting and analytical procedures and techniques
  • General understanding of the Banking industry and specifically, Retail Dealer Finance and Lending Products
  • Experience in preparing and delivering presentations to executives
  • Experience in development and transaction processes and documentation
  • Reports to Principal Project Manager, Generation Development Analytics

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