Financial Analyst
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Summary of This Role
Performs a variety of financial activities, including accounting, financial analysis, audit, tax, asset
administration, general ledger, credit and collections, ensuring accuracy and compliance with U.S.
Generally Accepted Accounting Principles (GAAP) and other accounting regulations. Responsible for
developing, maintaining, and providing financial information, plans, and projections. Performs
analysis of financial studies and prepares summary reports for management. Reviews and interprets
financial reporting requirements, rules and regulations.
What Part Will You Play?
- Performs basic tasks to support more experienced peers with financial/accounting projects, such as budget planning/analysis, financial plans, revenue forecasting, and statistical reporting.
- Resolves basic issues pertaining to financials within established guidelines as directed.
- Assists more experienced peers with the preparation of ad-hoc studies, reports and
- analysis.
- Assists with preparation of monthly income statement and balance sheet variances, balance sheet reconciliations, journal entries, and maintaining accounting records.
- Assists with the development of monthly, quarterly and yearend reporting as required.
- Assists in the preparation for internal/external audits and immediately escalates process issues and/or potential process issues impacting any aspect of the audit work to the appropriate peer and/or management.
- May provide routine responses, in accordance with audit standards, to basic requests from auditors.
- Begins to develop knowledge and company specific financial acumen by leveraging the experience of more senior peers and researching internal policies/procedures, methodologies, standards, external publications/regulations and attending internal/external training.
What Are We Looking For in This Role?
- Minimum Qualifications
- Bachelor's Degree
- Relevant Experience or Degree in: Accounting, Finance or related degree or qualifying certification (CPA, CMA, ACA, CIMA, ACCA Certification)
Job Complexity - Works on problems of limited scope. Follows standard practices and procedures in analyzing situations or data from which answers can be readily obtained. Builds stable working relationships internally.
Supervision - Normally receives detailed instructions on all work.
Microsoft Office - Experience in the use of systems and Microsoft Office, particularly Excel