Financial Analyst Job Description template and pdf with duties [2024]

Job summary 1

We are seeking a Financial Analyst for the technical accounting team. This role will support in preparing and reporting monthly and quarterly financial results. You will need to have strong attention to detail, polished financial acumen, and the ability to streamline processes and enhance efficiencies.

Duties & Responsibilities 1

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In charge of the preparation of financial statements.
- Review monthly financial statements including income statements, balance sheet, shareholder's equity, and cash flow.
- Manage relationships with external auditors and prepare supporting schedules and analyses for quarterly reviews and annual audits.
- Monitor overall accounting practices and ensure US GAAP compliance.

Requirements & Skills 1

B.A. degree in Accounting
CPA or CMA certification preferred
Prior public accounting experience preferred
3-5 years of progressive experience within accounting and/or financial reporting/technical accounting
- Knowledge and expertise in larger ERP systems (SAP, Oracle, etc.)
- Intermediate to advanced level of Excel (pivot tables, v-h lookups, sum if, etc.)
- Strong communication and presentation skills

Job summary 2

The Financial Analyst is responsible for collecting, processing, and analyzing financial information utilized by stakeholders to design and implement business strategy. Supports forecasting and strategic planning process, management reporting, and business unit financial analysis. Ensures accuracy and integrity of reported data.

Duties & Responsibilities 2

Requirements & Skills 2

Bachelor's degree from an accredited college or university in Finance, Accounting, or related field; MBA a plus
5+ years analytical experience in a Finance or related business role; Financial Services industry a plus
5+ years working with financial management and reporting technology
2+ years of budget preparation and administration experience
Statistical analysis proficiency
- Knowledge of complex and diverse financial policies, practices, and procedures
- Knowledge of GAAP
- Proficient in Microsoft Excel, PowerPoint, Access (or similar database application)

Job summary 3

Provides consulting services to clients. The client base includes a spectrum of developers, syndicators, and institutional investors, which provides the Financial Analyst with the industry’s best-in-class and most comprehensive on-the-job training.

Duties & Responsibilities 3

Financial modeling of transactions.
Investment due diligence.
Other transactional or consulting services.

Requirements & Skills 3

Demonstrated critical thinking and analytical skills with a strong preference for providing financial analysis support in a consulting environment
Understanding of basic finance concepts, including concepts related to the time value of money
Demonstrated proficiency with Microsoft Excel. Access or VBA is a plus.
Strong communication skills, with proven ability to coherently express complex concepts, both verbally and in writing
- Detail oriented and deadline driven
- Self-motivated with the ability to prioritize and multi-task in an environment of multiple responsibilities
- Bachelor’s Degree in accounting, finance, mathematics, or economics.

Job summary 4

Responsible for a variety of financial duties surrounding the planning, analysis, and reporting. This includes periodic reporting of financial results, forecasts, the annual budget process, variance analysis, data consolidation, and special projects.

Duties & Responsibilities 4

Help coordinate business presentations.
Provide analytical support as needed.
- Demonstrate leadership in consensus & team building within and outside of Finance.
- Planning and forecasting process design and management.
- Other special projects and ad hoc reporting as required.

Requirements & Skills 4

Job summary 5

The Financial Analyst is responsible for providing financial support for the annual budget, and monthly and ad hoc financial reporting and analysis. Responsibilities include collecting and summarizing full-time equivalent information for the Annual Budget process, preparing cost transfers, managing accounts, distributing financial reports for activities, and coding expenses.

Duties & Responsibilities 5

Distribute monthly financial reports. Prepare summarized information for management review.
- Prepare cost transfers for payroll corrections.
- Code deposits and provide backup.
- Prepare miscellaneous invoices for payment and implement process improvements.

Requirements & Skills 5

Must have a business degree where an understanding of numbers and analysis is required (Accounting, Finance, Economics).
At least one year of relevant financial experience is required.
Solid understanding of accounting principles
Strong organizational skills
Excellent written and oral presentation skills
- Ability to work independently and multi-task
- Build and foster professional relationships
- Financial skills including reconciliations and using excel to summarize and analyze data.

Job summary 6

As a Financial Analyst you will be responsible for providing professional financial analysis of procedures, policies, and activities associated with the investment of trust account funds.

Duties & Responsibilities 6

Assists in analyzing existing programs and procedures.
Participates in formulating standards, plans, and programs.
Participates in the preparation of reporting of investment results and activities.
Assists in the internal performance measurement and reporting process.
- Investment's functions, procedures, and policies to recommend improvement in the methods and procedures which will more effectively and efficiently result in beneficial and profitable investment transactions.
- Assists with special projects and studies related to the present state of investment management.
- Provides guidance and instruction to lower-grade analysts in conducting analyses and preparing reports.

Requirements & Skills 6

Must meet the qualification requirements

Job summary 7

The successful candidate will have a passion for providing reporting and business support for data-driven decision-making in rapidly evolving environments. This role requires a self-starter with strong modeling skills, data collection, and manipulation capabilities, keen attention to detail, and the ability to manage multiple projects effectively. As a Financial Analyst, you will work directly with business leaders to identify opportunities and drive process improvements.

Duties & Responsibilities 7

Leading short-term and long-term financial planning
Coordinate and support the month-end close process
Presenting financial summaries and business insights to senior management
- Developing scalable and efficient financial processes that support the business
- Deriving meaningful insights and recommendations from large data sets
- Tracking initiatives that span multiple business functions

Requirements & Skills 7

2+ years’ experience with Excel advanced functions (macros, index, conditional list, arrays, pivots, lookups)
2+ years’ experience performing financial and ad hoc analysis using data reporting tools
Experience working with large-scale data mining and reporting tools (i.e. SQL, MSAccess, Essbase and/or Cognos)
Advanced Excel & business modeling skills required
Ability to manage multiple tasks at once in a fast-paced, rapidly changing work environment and a strong desire to exceed expectations
A quantitative thinker able to use numbers to validate critical concepts as well as able to extract meaningful insights from data
- Strong capabilities for developing and presenting analyses and insights to senior management
- Basic knowledge of SQL is preferred
- Experience with COGNOS, Oracle

Job summary 8

The Financial Analyst is responsible for performing financial analysis of revenue and accounts receivable reports and assisting the revenue department in various reimbursement projects.

Duties & Responsibilities 8

Understands process flows within the various Revenue Cycle and financial systems
Maintains and updates oversight financial reporting for new and existing service lines and operational benchmarks
Maintains knowledge and understanding of the Revenue Cycle System, Practice Management Systems and other financial tools while staying current with the latest revisions and updates
- Design processes and implement monitoring procedures, in conjunction with the leadership team, necessary to achieve and sustain accurate and timely billing and collection of accounts receivables
- Assists Financial leaders with ad hoc analyses and projects as needed
- Other duties as assigned

Requirements & Skills 8

Job summary 9

Assist with the review and analysis of month-end general ledger closing, financial statements, and management reports. Prepare financial statements and management reports.

Duties & Responsibilities 9

Requirements & Skills 9

0-3+ years of business finance or other relevant experience
High proficiency in financial modeling and techniques
Strong fluency with Excel formulas and functions
- Strong analytical and data gathering skills
- Good business acumen
- Advanced knowledge of Excel

Job summary 10

Financial Analyst will assist in evaluating and re-defining global business processes and continuous improvement within the Finance and controllership business functions.

Duties & Responsibilities 10

Perform data gathering and reconciliations, root cause analysis, and performance trending to identify appropriate changes to processes and controls as pertains to financial data retrieval, financial reporting, bookkeeping, and compliance with local financial regulations.
- Provide and support the implementation of business solutions by building relationships with key stakeholders, identifying business needs, monitoring progress and results, and capitalizing on improvement opportunities.
- Identify wasteful/inefficient points in the process and assist the program director to design the future states.
- Develop, update, and maintain documentation on process improvements and process performance.

Requirements & Skills 10

Bachelor’s degree in Finance or Accounting.
Minimum of 3-5 years of experience in finance and accounting with experience in process improvement, modeling, and analysis.
Excellent interpersonal skills working with multiple business stakeholders.
Excellent verbal and written communication skills.
- Advanced knowledge of Excel and PowerPoint.
- Proven project management, problem-solving, critical thinking, and decision-making ability.
- Ability to operate in a high-energy, high-intensity and rapidly evolving environment.

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