Financial Business Analyst Job Description
Financial business analyst
provides recording, classification, reconciliation, and reporting of accounting data (e.g., accounts payable and accounts receivable).
Financial Business Analyst Duties & Responsibilities
To write an effective financial business analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included financial business analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
This position will be involved in the management financial reporting preparation, season royalty reports and be a liaison to corporate accounting for quarter, year end and month end reporting
Responsible for ensuring AUM process and reporting accuracy, and identifying process and reporting enhancements to deliver reporting efficiencies
Responsible for financial reporting for said business streams
Participate in month end closing preparing bank reconciliations, other accounting duties as assigned for separation of duties or business efficiencies
Prepare overall monthly reporting for division compiling all businesses
Prepare and finalize all season-end settlement statements with each Seating Department customer for 100 accounts accurately reporting sales, taxes, cash, and reflecting specific terms in each contract
Prepare quarterly balance sheet variance package for corporate accounting
Provide relevant reporting and analysis on business results monthly and quarterly, ensuring GAM-US management has accurate information to drive near and long-term results
Ensure availability of a full set of standardized financial reports are maintained for both accounting and budget use
Work closely with the Finance team to develop timely and accurate financial reports for monthly, quarterly, annual and committee reporting
Financial Business Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Financial Business Analyst
List any licenses or certifications required by the position: CPA, PMP, MBA, CMA, CBAP, CAMS, SAS, BA, CFA, CBIP
Education for Financial Business Analyst
Typically a job would require a certain level of education.
Employers hiring for the financial business analyst 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, Business, Business/Administration, Economics, Education, MBA, Business/Management, Mathematics, Information Systems
Skills for Financial Business Analyst
Desired skills for financial business analyst include:
Hyperion
Excel
Access
Accounting
Experience with accounting structure and cost center/nominal account management
PowerPoint
Practices and procedures
Reporting
Accounts Payable
Accounts Receivables
Desired experience for financial business analyst includes:
Self motivated individual and creative thinker who will take ownership and accountability*LI-MW
Acts for business/unit customers providing expert help and guidance on a wide range of complex and difficult subjects
Acts as a centre of excellence by providing in-depth, specialist knowledge and handling difficult issues that have been escalated
Investigates and resolves the more complex problems, issues and queries, liaising with customers, suppliers and other experts, as appropriate
Technically outstanding in Value Based Management Techniques
The jobholder must have substantial directly relevant experience in a technical financial environment
Financial Business Analyst Examples
1
Financial Business Analyst Job Description
Job Description Example
Our company is looking to fill the role of financial business analyst. 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 business analyst
- Provides division support for non-direct projects including forecasting and reporting
- Understand and comply with CGI´s accounting principles
- Ensure the execution of project plans, streamline procedures and optimize technology
- Review and maintain procedures of all finance, procurement, and human resources processes related to modules and third party systems of FMS
- Identify industry best practices to increase overall process efficiencies while maintaining compliance
- Ensure timely and precise data flow across systems by utilization of integrations with accompanying software solutions
- Develop a knowledge base to function as an in-house financial report developer
- Work with the Producers and Account Executives to identify and monitor the new business pipeline
- Provide quarterly analysis of trends by industry, line of business, market size, and communicate with the RSDs and lead Strategy Consultant
- Defines testing requirements, staging data and performing final test execution
Qualifications for financial business analyst
- Two to Five years experience in sales, business or financial analysis or planning
- Strong problem solving skills that demonstrate unique solutions that optimize business operations efficiencies
- Ability to exercise high discretion with confidential data
- Experience and understanding in working with consolidation models such as U.S. GAAP vs IFRS
- Experience in working with software consolidation tools
- Bachelor degree in Finance, Accounting or Mathematics
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Financial Business Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of financial business analyst. 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 business analyst
- Facilitate new and improved worksheet and reporting views and insights for cross-functional teams
- Assist with SAS hierarchy changes required to accommodate operations and budgetary reporting needs
- Perform research, and maintain industry knowledge and understanding of the competitive landscape and trends in the merchant acquiring/payments industry
- Work with sales executives and relationship managers, product managers and senior management to provide pricing strategies, policies and recommendations
- Utilizes data to resolve business issues in the most effective and productive manner
- Manages strategic processes and data analysis to provide pricing for various sales partners to the merchant services division
- Comfortable with a matrix organization on a fast pace and changing environment
- Comfortable making decisions and recommendations on ambiguous scenarios and communicating with peers at different levels and groups across the organization
- Analyze business needs for financial / AUM data and create / design business processes that meet those needs
- Develop detailed and accurate monthly commission accruals quarterly payouts in accordance with the firm’s commission policy
Qualifications for financial business analyst
- Skilled in tracking, trending, and data analysis
- Ability to multi-task, prioritize and function in ambiguous situations
- Graduate of any business degree or equivalent business experience
- Minimum of 2 years of professional experience in business analysis/project management function within finance area
- Strategic consulting skills which move beyond adherence to analytical tools and methodologies
- Familiarity or Experience with Investment Broker Dealer operations and/or as a Business Analysis is a plus
3
Financial Business Analyst Job Description
Job Description Example
Our innovative and growing company is hiring for a financial business analyst. 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 business analyst
- Execution of month end financial close including reporting and ledger adjustments as required
- Work to continuously improve the forecasting process
- Serve as a primary point of contact for analysts who have forecasting questions and ensure best practices are followed across IM analysts
- Serves as a liaison between Finance and Information Technology Departments
- Provides systems support and analysis
- Leverage technology solutions to meet the needs of Finance and users of Finance information systems
- Creates test scenarios and assists project team members in performing tests to insure all processes work according to predetermined goals
- Investigating problems and developing detailed suggestions for resolution of issues
- Assists management in identifying and analyzing options and recommends business process enhancements
- Assists department staff with technical issues related to the use of P2P and Finance systems
Qualifications for financial business analyst
- Qualifications include excellent Microsoft Office skills (Excel, Macros, PPT)
- 3+ years of experience in Excel(Advanced), Visio, and MS Project
- Must be an effective communicator, with proven experience delivering presentations to senior management and large audiences
- Bachelor’s degree in a finance related discipline (Accounting, Business Administration, Economics, Finance)
- Business Analyst with Financial Services Processing experience required (back office operations or tax processing)
- Hands on experience working in Agile/Scrum/Kanban environment
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Financial Business Analyst Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of financial business analyst. 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 business analyst
- Manage Customer and Product defaults for Market Segment Reporting
- Support Executive Dashboard reporting
- Stay current in reporting, analytical, and business system technology
- Coordinate with Corporate Business and Analysis and group operational teams to ensure financial reporting requirements are met and planning calendars are aligned
- Oversight of special projects which will improve analysis and reporting for the Finance leadership
- Liaison with accounting, finance and IT teams to provide support to business stakeholders for financial systems data questions
- Work cooperatively with accounting and finance staff to troubleshoot technical issues
- Participate in special projects and information requests for accounting, finance and IT teams
- Supports global operations, on as required basis, in the development of analyses related to acquisitions, divestitures and/or support of opportunity analysis
- Interacts professionally with both internal and external constituents
Qualifications for financial business analyst
- Microsoft Excel experience a must
- Possesses skills as an advanced Excel user including modelling experience
- University degree in financial or business studies
- Knowledge of JDE, Oracle, HFM an advantage
- Fluent in English, other European languages an advantage
- Knowledge of merchant acquiring/payments industry
5
Financial Business Analyst Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of financial business analyst. 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 business analyst
- Continually evaluate and optimize BI dashboards and reporting for accuracy, performance, and relevance
- Provide primary support for Oracle Financial modules, have a strong understanding of Oracle Accounts receivables, Cash Applications, Advanced Collections, Banking and the Tax systems-EBTax
- Work with the Business Analysis team to make sure all the appropriate controls are in place within IT
- Compile and prepare accurate and timely reports, graphs and charts of data developed
- The Financial Systems Analyst will work in and agile environment, be responsible for control and monitoring of end to end financial data flows from the order management system (SAP) through to General ledgers, Accounts Receivable and other downstream systems
- Perform day-to-day controls, play an analyst role in documenting requirements for projects, enhancements or defect corrections
- Participate in daily agile scrum (stand up) calls to provide update on tasks completed, in progress and any blockers
- Fully participate iteration planning, squad retrospective and showcase meetings
- Ensure monthly scheduling and processes are completed timely and accurately
- Perform reconciliations by General ledger account to source system
Qualifications for financial business analyst
- Proficiency in standard office software, and high proficiency in EXCEL
- Ability to effectively communicate financial implications to a non-financial audience
- Ability to work closely and effectively in a high-paced team environment
- 1-3 years of relevant experience or Big4
- Knowledge of IT industry is a plus
- High potential and willingness to grow within the organization