Financial Analyst Job Description Sample
Accounting & Finance Financial Analyst
- ID: 43216
Prepare and analyze data for purposes of budgeting, forecasting, accounting, and reporting financial results. Prepare and interpret commissions in accordance with compensation arrangements. Identify and implement solutions to improve overall efficiency and effectiveness.
Assist with month-end close including journal entries and results analysis
Perform sub-ledger to general ledger system reconciliations
Complete balance sheet reconciliations and analyze account fluctuations
Compare and analyze actual results with budget and forecast
Interpret and prepare commission calculations in accordance with various compensation agreements
Maintain and/or create process documentation
Assist with internal and external audit requests
Review financial processes and results to identify and implement improvement opportunities
Contribute to team effort by accomplishing other related duties as assigned
Bachelor's degree in Accounting with 2-4 years of relevant work experience; CPA/MBA a plus
Thorough understanding of accounting principles and internal control concepts
Must have extremely strong MS Excel skills
Strong organizational skills and attention to detail
Ability to multi-task and work in a challenging fast paced environment
Excellent written and verbal communication skills
Self-starter with the ability to streamline functions and passion to learn and grow
Strong work ethic with a positive, can-do attitude
Familiarity with budgeting and forecasting concepts a plus
Experience with MS Access, SAP, and/or Tableau a plus
RRD is an EEO/AA including Vets and Disabled Employer
Handle a diverse range of analytical responsibilities in support of Senior Analysts, Consulting Actuary and client teams.
Learn online reporting systems of all carriers. Serve as subject matter expert for carrier online reporting systems.
Retrieve monthly reporting information from carriers' online reporting systems for self-funded accounts.
Organize and file monthly reporting information for self-funded accounts.
Work with Senior Analysts, Consulting Actuary and client teams in creating client-specific structures for monthly and quarterly financial reports.
Work with Senior Analysts, Consulting Actuary and client teams to establish and meet deadlines for delivery of monthly and quarterly financial reports to clients.
Underwrite renewals and prepare renewal and budget reports for assigned accounts.
Develop basic health insurance underwriting knowledge and abilities with assistance from Senior Analysts and Consulting Actuary.
Learn how to use and apply all internal underwriting and data analysis tools.
Assist Senior Analysts and Client Leads with review of fully insured and self-funded quotes, and with renewal projections, both midyear and year-end, for self-funded groups.
Become adept at using Lockton benchmarking online tools and in finding and using external surveys.
Assist Senior Analysts, Consulting Actuary and client teams with proposal evaluation for fully insured and self-funded groups.
Understand the products and services of major health insurance plans, third party administrators, stop-loss carriers, and other vendors.
Develop basic knowledge of non-medical lines of coverage, i.e., life, disability, dental, vision, long-term care, etc.
Provide client support in meetings when needed.
Perform special projects as necessary.
Make a positive contribution to customer satisfaction and constantly strive to improve service to the customer.
Communicate in a positive manner to contribute to a cohesive, pleasant work environment.
Protect the confidentiality of information learned by performing the duties of the position.
Comply with Lockton procedures and policies.
Attend company, department, and staff meetings as required
Attend position related seminars/classes as required.
Responsible for regular and punctual attendance.
We Live Service! Providing the best solutions for our clients is fundamental to our business. This client focus means we act with integrity and as a trusted advisor. We learn our clients' business and build partnerships. We always put our clients' interests first.
We run at Lockton Speed! We make decisions locally, with a sense of urgency. We are responsive to clients, our teams and our partners. Be quick, but don't hurry! This means get it done right the first time with efficiency, speed, and most importantly quality.
We make it happen! There is no bureaucracy. We are open to solving problems in new ways. We are free to do the work that we love, take risks, while making responsible professional decisions. We value independence, new ideas, and informed opinions.
We have a passion for our work. We have high expectations for our self and others. We are intensely competitive, and aggressively pursue the best solutions. We are intentional in how we work, and use drive and grit and move through challenges. We thrive on difficult challenges.
It's Personal. Our relationships matter. We are in this together with our associates, clients, and communities. One team, where candid and straightforward interactions allow for proactive collaboration.
Knowledge and Experience:
Bachelor's degree in mathematics, statistics or a business-related program or equivalent education and/or experience, with an emphasis in math, statistics, or finance required.
Must have the ability to compile, analyze, present, and interpret financial and statistical information to facilitate decision making.
High skill in using computer application software for financial modeling, statistical analysis, and spreadsheet calculations required.
Organizational and time management skills to prioritize workloads to meet time sensitive deadlines required.
Must be results-oriented with the ability to change priorities as needed.
Must have above-average verbal, written, and interpersonal skills to interact with associates at all levels of responsibility, along with the ability to communicate with tact and diplomacy.
Willingness and ability to expand knowledge and effectiveness in the benefits industry by successful completion of benefits-related courses required.
Must have the ability to work independently under the supervision or guidance.
Atlantic Media, publisher of titles including The Atlantic, National Journal, and Government Executive, seeks a quantitative and qualitative mind to assist with financial planning and analysis, forecast modeling, and performance tracking.
As part of Atlantic Media's finance team, this individual will be responsible for supporting The Atlantic and its component divisions. They will provide and analyze performance data, make financial recommendations to business managers, and participate substantively in key strategic and operational decisions.
Working with executive leadership to build The Atlantic's annual budget, including financial and operating goals for each year. Analyze monthly financial and operating performance against the budget and report results to business leaders.
Partnering with managers of The Atlantic's events, advertising, consulting, consumer revenue, and editorial divisions to achieve budget goals and business objectives; includes developing business cases and making recommendations
Building complex financial models and forecasts for overall business as well as individual divisions and product lines
Developing multi-year financial and operating plans in partnership with executive leadership
Collaborating with Accounting & Finance team to ensure proper revenue and expense classifications and ultimate accuracy of financial statements
The ideal candidate should possess:
Bachelor's Degree in Finance or Accounting with 2-3 years relevant experience
Strong understanding of financial, budget, and business planning processes
Strong analytical and relational thinking skills; ability to reduce extensive data sets into relevant, actionable insights
Excellent written and oral communication skills and experience communicating quantitative and statistical analyses
Advanced knowledge of Excel; experience with other forecasting tools a plus
Adherence to deadlines and ability to maintain focus under pressure
Ability to work proactively and independently, while handling multiple projects simultaneously
Comfort with ambiguity and shifts in direction, balanced with attention to detail
Dedication to client service, grace under pressure and spirit of generosity
Atlantic Media Values
Across Atlantic Media, generally, the firm looks for two "pillar gifts" in you, and everyone else. In all of us, these are more aspirational than actual, but they are central in our intentions.
Force of Ideas: At the center of Atlantic Media work are the ideas within our writing. We believe that ideas – to the good and not – have consequence. Our highest work is bringing rigor, insight, intellectual honesty, to that ultimate purpose of separating the bad from the good, and giving voice to the latter.
Spirit of Generosity: Atlantic Media seeks in its ranks a spirit of generosity – a natural disposition in each colleague toward service and selfless conduct. Atlantic Media writing should be cut from the same cloth – critical on the merits but informed by charity and forbearance in measuring motive and personal character.
Atlantic Media is an EOE of Minorities/Women/Vets/Disability.
This role will support several large IT Vendors, providing backend accounting validation/support and forward looking analysis of those vendor businesses. Examples of the vendors are HPE, Lenovo, etc, but are still to be deteremined. This is a driver of finding opportunities to maximize with the marketing teams who execute on those business opportunities. This role is critical as a partner and essential to the success of the teams.
Provides analytical support to a specific functional area, department, or division. Develops complex reporting for assigned area/department/division. Prepares and analyzes ad hoc operational or financial performance reports. Analyzes assigned issues and recommends appropriate courses of action to take.
Essential Duties & Responsibilities Required:
Works with models for analyzing new business opportunities, efficiency initiatives, or other business issues
Performs cost/benefit and ROI analyses
Ad hoc analyses for management
Compiles and loads data received from other departments utilizing spreadsheet and database applications
Assists in preparation for management reviews and budgeting activities, as required
Validates accuracy of reported #s, maintains recurring management reports and distributes reports
Develops intermediate/ advanced models for analyzing new business opportunities, efficiency initiatives, or other business issues
Preparation for management reviews and budgeting activities, as required
Tests and maintains management reports
Designs, writes, tests and maintains management reports
Develops/coordinates robust testing plans for new enhancements.
Performs additional duties as assigned
Meets attendance and punctuality standards
Qualifications, Required Knowledge Skills & Abilities and Working Conditions:
The requirements listed below are representative of the knowledge, skill, and/or ability required:
Bachelors or above and Approximately 2 - 4 years experience in Finance or Accounting
Developed independent critical thinking and problem resolution
Motivated for professional growth and development
Will collaborate where necessary
Analyst III experience plus the following:
Ability to lead projects and task forces by setting timelines and expectations, assigning responsibilities, and defining scope of project as well as steps for completion.
Ability to assimilate research data from a variety of sources as well as analyze and recommend appropriate courses of action to take.
Ability to apply knowledge, experience, and expertise when addressing complex issues.
Ability to understand strategic goals of department clearly and maintain a big picture view.
Ability to foresee obstacles and opportunities within area of responsibilities.
Understands the impact of elements and processes as they relate to the overall business. Knowledge and application of Intermediate/Advanced Excel and Intermediate Access
Ability to automate report development through the use of macros
May require Intermediate knowledge of Accounting general ledger structures
Able to apply advanced mathematical concepts to practical situations.
Builds solid and effective working relationships with others.
Displays ability to work cooperatively and effectively with others.
Actively takes part and provides relative contribution in all team tasks to ensure the final objective is met.
Listens to customers - identifies, meets and is sensitive and responsive to their needs.
Willingly addresses issues highlighted by customers in an effort to provide creative solutions.
Able to maintain a positive attitude in the face of constructive criticism, rejection, or failure.
Stays in tune with changing needs of customers.
HIGH level of "self starting" thinking required for analysis, evaluation, creating, reasoning, and drawing conclusions/solutions; HIGH complexity of mental process to achieve in the role in order to come to solutions.
Able to maintain confidentiality of sensitive information.
Join our team to connect the world with the power of technology!
Tech Data is an equal opportunity organization. We recruit, employ, train, compensate, and promote without regard to race, religion, creed, color, national origin, age, gender, sexual orientation, gender identity, marital status, disability, veteran status, or any other basis protected by applicable federal, state or local law. PAY TRANSPARENCY NONDISCRIMINATION PROVISION: The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
Johnson Electric (JE) is excited to announce that we are now recruiting for a Financial Analyst for Springfield, TN location. The purpose of this position is to support finance management in providing and interpreting financial information to the leadership and management of the organization. The objective is to promote good decision making and improve profitability. The Financial Analyst coordinates compliance with budgeting, forecasting, variance analysis and standard costing for North American entities / companies and Johnson Electric HQ.
This function is critical to effective communication between North America and Hong Kong, and between North America and Europe. The Financial Analyst must understand the Operations and Functional aspects of the business as well as the Accounting processes and procedures
- To be a key part of the financial analysis team in providing critical, pertinent, timely, accurate, and actionable information, used to run the business and mitigate risk. This will involve both small and large ad hoc tasks or projects. Timeliness and accuracy is critical.
- Responsibility for monthly reporting. Such reporting to include not just report creation, but identified actions required to improve performance. Follow through action points to ensure they are completed, implemented, and results measured.
- Work with Senior Financial Analyst to create accurate costs for quotes, understanding gaps between current condition and "expected" condition, then following up on actions identified to achieve "expected" condition.
- Assist in the Coordination of the budget process of all NA companies to ensure compliance with regional and JEHQ budget requirements. Play a critical role in the support of Mexico local management to own the budget with defined plans to achieve published numbers.
- Detail analytical support for local, regional, and JEHQ management including Business Units. Help site and regional functional leaders in their monthly variance analysis.
- Work with Senior Financial Analyst to improve costing within region.
- Participate in creation, validation and communication of monthly site forecasts, and periodic BU forecasts.
- Other tasks / requests as identified by Finance Management
- Knowledge of Microsoft Office including high level excel skills
- Strong accounting, especially cost accounting. Ideally having experience of variance analysis, and being able to easily understand and communicate rate vrs use variances and the drivers of fixed or variable overheads
- Bachelor Degree in Accounting
- Ability to link operational activities to P&L or B/S impact, and to communicate clearly to non financial people
- Ability to navigate multiple ERP's, Lotus Notes databases, Cognos databases (e.g. see-through database, other BI, Cognos Controller, TM1) and SalesForce.com
- CPA / CMA / CGMA a plus
- Bachelor Degree
- 2+ years of experience in a Manufacturing company
JE offers talented employees exceptional opportunities to learn and grow professionally with rewarding careers. We offer a competitive benefits package including medical, dental, prescription plan, vision, disability coverage, life insurance coverage, 401K match, and holiday/vacation benefits.
Johnson Electric is a global leader in motion products, control systems and flexible interconnects. We serve a broad range of industries including automotive, building automation and security, business machines, defense and aerospace, food and beverage, home technologies, HVAC, industrial equipment, medical devices, personal care, power equipment and power tools.
Established in 1959, Johnson Electric ships its products to more than 30 countries for use in hundreds of different product applications. Innovation and product design centers are located in Hong Kong, China, Switzerland, Germany, Italy, Israel, France, Canada, UK and USA. We employ more than 40,000 employees and subcontract workers in over 23 countries.
Complete statistical and analytical reports, reconciliations, and allocations timely and accurately using SQL Server and other technologies, Research and resolve data quality issues identified within financial datasets and reports. Provide satisfactory responses to internal / external inquiries. Communicate effectively with regulatory agencies and maintain strong working relationships within and outside the department.
Essential Duties and Responsibilities:
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Provide data and reporting support as requested by external business partners in support of existing service agreements
Understand the usage and relevance of company data sources and policy and claims admin systems in relation to financial reporting and ensure availability of data for all relevant data sources and lines of business.
Share institutional, industry and technical knowledge with team members and provide support as needed to ensure compliance and promote an environment of continuous improvement and learning
Assess impact to financial reporting work processes due to new product offerings, systems migrations, or changes to financial/regulatory reporting requirements, collaborate with business partners and ensure appropriate solutions are implemented, while working with minimal oversight.
Review and evaluate internal processes for effectiveness and efficiency and recommend alternative approaches and solutions to enhance the consistency, quality and timeliness of reporting
Minimum Skills and Competencies:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor's Degree or equivalent combination of education and work experience
Minimum 3 years' relevant experience using Microsoft SQL Server
Proficient in SQL programming, Python, and SQL Server Integration Services to manage data loads and queries
Experience integrating various data sources using Open Data Source Connectivity(ODBC) and linked servers, etc.
Excellent verbal and written communication skills
Ability to work with little supervision and self-review to produce quality outcome.
Working knowledge of Microsoft Office, including Excel Functions, Pivot tables and Macros, plus MS Access query design
Ability to meet firm deadlines in a fast paced environment; manage one's own time
Adapt and be flexible in a complex changing environment
Use statistical techniques and a methodological approach to solve data issues
Familiarity with insurance premium and claims is a plus
Familiarity with Luigi or Airflow data pipeline framework is a plus
Experience with government regulator filings is a plus
- About National General Holdings:
National General Holdings Corp. is headquartered in New York City. National General traces its roots to 1939, has a financial strength rating of A– (excellent) from A.M. Best, and provides personal and commercial automobile, homeowners, umbrella, recreational vehicle, motorcycle, supplemental health, and other niche insurance products. We are a specialty personal lines insurance holding company. Through our subsidiaries, we provide a variety of insurance products, including personal and commercial automobile, homeowners, umbrella, recreational vehicle, supplemental health, lender-placed and other niche insurance products.
National General is a fast paced, dynamic, and entrepreneurial organization. Our team members live by and exemplify what we call the 4Es. At National General, we are Energized, Engaged, Empowered, and we Execute every day in order to provide an exceptional experience for our customers! We are passionate about our organization and the value that we add every day. A successful candidate with National General will embody the 4Es. Our team is poised to outperform the competition. We are National General Insurance and with us you can be extraordinary! Come join our team!
Companies and Partners
Direct General Auto & Life, Personal Express Insurance, Century-National Insurance, ABC Insurance Agencies, NatGen Preferred, NatGen Premier, Seattle Specialty, National General Lender Services, ARS, RAC Insurance Partners, Mountain Valley Indemnity, New Jersey Skylands, Adirondack Insurance Exchange, VelaPoint, Quotit, HealthCompare, AHCP, NHIC, Healthcare Solutions Team, North Star Marketing, Euro Accident.
In addition to a phenomenal career opportunity, National General Insurance offers an excellent benefits package including:
Medical, Dental, Vision benefits
Life and Short/Long Term Disability Insurance
401k w/ Company Match
Company Paid Holidays & Generous Time-off policy
Employee Discount Program
Career Advancement and Development Opportunities
On-site Healthcare Clinic (Winston-Salem and Cleveland offices)
On-site Fitness Center (Cleveland and Dallas offices)
Subsidized parking (Cleveland office)
National General Holdings Corp. is an Equal Opportunity (EO) employer – Veterans/Disabled and other protected categories. All qualified applicants will receive consideration for employment regardless of any characteristic protected by law. Candidates must possess authorization to work in the United States, as it is not our practice to sponsor individuals for work visas.
In the event you need assistance or accommodation in completing your online application, please contact NGIC main office by phone at (336) 435-2000.
Our client in Florham Park, NJ has an immediate opening for a Financial Analyst for a 3 month assignment with the possibility of extension.
Pay: $25.85/hr (sorry no vacation and no holiday pay)
Essential job functions:
Responsible to conduct financial analysis
Analyze and evaluate proposals from landlords for properties being considered for lease transaction
Perform robust capital investment and other scenario analyses to assist with strategic decisions.
Articulate findings (both pros and cons) of transactions to team members in a professional, thorough manner
Assemble and present financial and non-financial summaries to upper management, on new sites and existing portfolio
Work with business analytics group to design and implement enhanced reporting capabilities and dashboards
Drive continuous improvement of real estate efficiencies & optimize investments in global real estate
Supported corporate growth and the achievement of corporate objectives
Ad hoc projects as needed
Bachelor's Degree; Business, Finance, or Accounting preferred
1- 2 years of real estate and/or real estate finance experience preferred
Knowledge of Tririga preferred but not required.
Strong math and advanced research skills
Exceptional analytical skills
Strong organizational skills with the ability to prioritize and manage multiple projects in a timely and thorough manner
Excellent oral and written communication skills
CTG is the most reliable IT services provider, built on 50 years of meeting our commitments to make technology work for clients and deliver real business value. CTG provides industry-specific IT strategy, services, and solutions that address the business needs and staffing challenges of clients in high-growth industries, including major technology companies, large corporations, and government entities located in North America and Western Europe.
CTG's greatest asset is its people, and as such we are committed to providing employees programs and processes to support their performance, hone their skills, and advance in their careers. This commitment is reflected by CTG being named a Best Places to Work Company by Modern Healthcare (since 2013) in North America, and a Best Places to Work Company in the United Kingdom (2013), Belgium (since 2007), and Luxembourg (since 2011).
CTG will consider for employment all qualified applicants including those with criminal histories in a manner consistent with the requirements of all applicable local, state, and federal laws.
CTG is an Equal Opportunity/Affirmative Action Employer and strong advocate of workforce diversity. Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran.
Education equivalent to Bachelor's Degree in Accounting or Finance, or the equivalent in related work experience.
One or more years of accounting/finance experience in a general office environment, demonstrating a working knowledge of Billing policies and procedures and various automated accounting systems.
Demonstrates good knowledge of Microsoft Word, Excel, and Access in addition to Sequel Server (SQL).
Under direct supervision, this position is responsible for the coordination/facilitation of multiple revenue related projects (revenue, cash applications, customer service) while supporting the day to day and monthly reporting and analysis requests for the department. Coordinates the implementation of process improvements. Develops methods and procedures, which relate to manual or automated systems and makes recommendations to improve company effectiveness and efficiency.
Coordinates/processes the research, reporting, analysis, testing and implementation of Billing Systems and Processes. Makes recommendations to improve/correct system processes.
Establishes on-going communication processes to provide timely updates to management and Department.
Creates/Documents project plans including project objectives, scope and tasklists/workplans. Identifies resource needs for each project and works with management to attain required resources.
Assists the other Department teams with billing/cash issues ensuring that the customer is billed in a timely manner and accurately. Researches and queries billing database and consults with appropriate Departments for resolution as needed.
Establishes key project milestones for each project.
Performs other related duties, as required or requested.
The Nebraska Department of Veterans Affairs has a new opportunity within our Finance Department! NDVA is seeking a dynamic individual who is driven to serve a special community and enjoys working on a team to reach common goals.
Job location is the Nebraska State Office Building, Downtown.
Examples of Work
The Financial Analyst will work to create and maintain financial budgeting and forecasting models as well as daily reporting tools. These models will provide clear and easy access to decision making financial data on a day to day and month to month basis. This position will also continually review and investigate data for any potential issues as well as to identify revenue or expense trends.
Qualifications / Requirements
REQUIREMENTS: Associate Degree in accounting, finance, business administration or related administrative management field plus three years experience in governmental accounting and/or budgeting. Experience may substitute for education on a year for year basis.
Knowledge, Skills and Abilities
Knowledge of: accounting practices and procedures; project management procedures; personnel management practices; research practices and techniques; the programs of the agency for which budgeting services are provided; the structure, policies, and operating details of the budgeting systems for which responsible; the interrelationships among the various operations and groups served; service organizations and agency clientele; federal and state laws and regulations impacting the accounting functions of the agency. Ability to: apply the principles of budgeting, statistics, and fiscal management; manage funds and develop budget projections; participate in management decisions; organize and present facts and opinions to exchange information and ideas and to promote agency needs, plans, and objectives; analyze data and draw logical conclusions; interact with supervisors, other employees, and the public to gain their cooperation and to establish working relationships; organize and present facts and opinions orally and in writing to exchange information and ideas and to promote agency needs, plans, and objectives.
Align Technology is looking for a financial analysts to join our Worldwide Commercial Operations Financial Planning and Analysis (FP&A) team. The role would support the Global Marketing function.
The ideal candidate supporting the Worldwide Commercial Operations will handle the month-end close process and make improvements to the process, so that time is freed up to help build out the FP&A infrastructure of reports and analysis to support decision making for the Worldwide Commercial Operations business.
Help with month-end close process, including but not limited to preparation of journal entries, consolidation of financials, and reconciliation of General Ledger accounts.
Maintain financial integrity by accurately entering journal entries, verifying, and providing proper support to back up data, reconcile General Ledger accounts and transactions by comparing data to ensure all activity followed proper accounting procedures.
Assist with Monthly/Quarterly close activities, trend flux and variance analysis, reporting packages for Board of Directors and senior management, and ad hoc responsibilities.
Assist in quarterly and annual audits, and provide necessary audit schedules.
Prepare and distribute financial reports, charts, tables, and other exhibits as requested, and to help with financial forecasts.
Help with consolidating and analyzing actual results to compare with plan and forecasts.
Assist with related special projects as needed.
Ability to prioritize multiple requests and work under tight deadlines.
Willingness and capacity to learn and grow
Strong communication and relationship building skills required to clearly present business and technical issues, ideas, and recommendations in verbal, written, and presentation formats.
Strong analytical skills and problem solving skills required.
Ability to work with minimal direction and supervision REQUIRED.
Ability to prepare and analyze P&L components, with related financial metrics.
Bachelor's degree in Accounting, Finance, Economics or related field
Strong financial analytic and general technical skills experience with MS Excel required
Experience using business intelligence and consolidation tools (such as Business Objects, Hyperion Financial Management) is a plus but not required
Experience in major ERP software (preferably SAP) is a plus but not required
Strong database query skills are BIG PLUS (specifically, MS Query; MS Access or SQL)
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