Research Financial Analyst Job Description
Research Financial Analyst Duties & Responsibilities
To write an effective research financial analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included research financial analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Research Financial Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Research Financial Analyst
List any licenses or certifications required by the position: CPA, CMA, CAMS, CFA, MBA, ACAMS
Education for Research Financial Analyst
Typically a job would require a certain level of education.
Employers hiring for the research financial 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, Education, Business/Administration, Economics, MBA, Healthcare, Financial Analysis, Graduate
Skills for Research Financial Analyst
Desired skills for research financial analyst include:
Desired experience for research financial analyst includes:
Research Financial Analyst Examples
Research Financial Analyst Job Description
- Evaluates, updates, and maintains processes in support of regulatory and third party changes, quarterly work papers, annual audits, cost accounting, and third party cost reporting
- Analyze accounting transactions and information to summarize current financial position for faculty in the Baxter Lab
- Serve as financial reporting subject matter expert on economic surveys of universities, nonprofits and governments
- Work with experienced survey staff to design, test and implement economic surveys and provide technical assistance and support to survey respondents
- Communicate financial concepts to clients and other project team members verbally and in writing
- Lead teams of reviewers that examine submitted surveys
- Write training manuals for staff providing technical assistance and support to survey respondents
- Write methodology reports for data users outlining procedures for survey reviews
- May consult on system solutions for institutional research finance process at BCM and CTMS
- Work closely with various financial reporting teams in the preparation and review of the Company’s financial filings with the SEC (10-Q, 10-K, 8-K)
- 5-7 years of Financial Analysis experience working with discounted cash flow and valuation modeling
- P/L Management and M&A due diligence preferred
- Strong business partnership skills required
- Prior research experience covering US financial companies required
- Knowledge of a current financial management systems
- Experience in writing technical reports and training manuals like those mentioned above
Research Financial Analyst Job Description
- Independently researching relevant studies, rulemakings and data
- Be responsible for the analysis of individual research protocol clinical services to assure federally compliant billing and reimbursement
- Position determines the appropriate payers of protocol-specific services and federally required research-related claims modifications for service payment by insurance
- The incumbent interprets Medicare/Medicaid coverage decisions and national guidelines as they apply to specific clinical trial budget medical services
- Compiles, organizes and formats data, including qualitative analysis required for internal and external reporting.nbsp
- Recognizes situations where the regulatory framework and rate case outcomes drive our business
- Understands terminology and developments
- Demonstrates a working knowledge of financial statements, metrics and measures, and key strategic business initiatives
- Demonstrates a working knowledge of the operating plan and role in the Famp
- Takes action to identify, analyze and improve existing processes within our organization to maximize opportunities for efficiency and effectiveness and meet new goals and objectives
- Willingness to travel to Los Angeles and work overtime, when necessary
- Self-motivated and able to balance multiple projects
- Capable of performing in a fast paced environment
- 0-3 years direct experience or equivalent work experience
- Working knowledge of financial planning and analysis processes and methods
- Demonstrated strong work ethic and flexible hours as needed
Research Financial Analyst Job Description
- Assist in the effort to implement both the new revenue standard and new lease standard
- Review and evaluate the impact of new or revised rules of the FASB, AICPA, SEC and other agencies
- Participate in the economic analysis of business opportunities and proposals
- Design workflows to assist in the compliance with GAAP disclosure requirements
- Perform benchmarking through review of financial reports of other utilities and SEC registrants and recommend and implement enhancements to NiSources SEC reports and disclosures
- Partner with budgeting / financial planning groups to ensure budget timing for planned transactions aligns with GAAP recognition timing
- The Senior Financial Analyst performs cost monitoring to ensure project budgets are in compliance with OMB, GAAP, FAR, CAS, and FTR contract requirements and limitations, with assistance from Financial Analysts and Budget Analysts
- Prepare complex proposals within parameters of sponsored and non-sponsored research guidelines
- Manage contract closeout process and audit inquiries
- Oversee and review work of other staff
- Good interpersonal skills, team building skills, and customer relationship skills
- Knowledge of standard global financial systems and reporting tools, proficient in Microsoft Office
- Strong quantitative methods and statistical analysis
- Strong research skills related to macroeconomic and econometric information, metrics, and indices
- Ability to perform root cause analysis over various aspects of performance
- Deep understanding of Corporate, Business Unit, and Support organizations’ operating models, financial models, and cost structures
Research Financial Analyst Job Description
- Provides expertise and education related to budgeting, revenue recognition, and reimbursement
- Performs detailed variance analysis against budget, forecast, prior periods, or other benchmarks
- Stays abreast of issues impacting the healthcare industry, especially those that have a financial impact to AHN
- Author company and sector analysis and original research
- Incorporate both fundamental factors and quantitative analysis in your research
- Trade Idea Generation
- As part of the research team will make buy/sell recommendations
- Work closely with both the equity and convertible bond portfolio managers on portfolio construction ideas
- Understand business landscape and partner with management to align on business & financial goals
- Forecast headcount and expense, ensuring data visibility and accuracy, providing insightful and actionable metrics and recommendations to business partners
- Ability to work collaboratively with Business Units to test and validate appropriate market and economic drivers
- Demonstrated work ethic and flexible hours as needed
- Strong skills in hands-on modeling in Excel
- Strong knowledge of common investment types and sectors
- MBA degree is preferred along with CPA and/or CMA certification
- This position requires strong technical skills
Research Financial Analyst Job Description
- Create executive management packages, providing insightful, actionable metrics and recommendations on a monthly, quarterly and annual basis
- Build strong business relationships with various business entities and drive projects cross functionally
- Work independently on internal data analysis projects and create management reports that draw upon data from multiple applications and sources
- Collect and analyze data relating to graduate financial assistance to inform review of existing policies and processes and to support recommendations
- Conduct external research including peer benchmarks to support initiatives and proposals
- Undertake other responsibilities as may arise to ensure timely and accurate payment and reporting of graduate student financial assistance
- Collection of Uniform Guidance Single Audit and Compliance Reports for sub recipient
- Review subrecipient’s Uniform Guidance Single Audit /Compliance report
- Issue management responses
- Collect survey for new subrecipients
- This role could include domestic travel of up to 10% of the time
- This role will be located in West Chester, PA.Finance
- The candidate must be self-motivated with a track record of demonstrated leadership abilities with senior business leaders and finance colleagues
- A graduate degree in a field such as business, economics, analytics
- Outstanding collegiate academic record with superior problem-solving and analytical capabilities
- Solid understanding of economic, financial, and general business concepts and terminology, relevant certificates in finance