Job from partnerDescription
SUMMARY
The Financial Analyst I provides standard transactional support for a process within an accounting cycle, can communicate with concerned parties pertaining to transactions and provides support/input for analysis.
KEY DUTIES & RESPONSIBILITIES
Accounting- Provides standard transactional support for a process within an Accounting cycle or client account / product line
- Ability to complete and resolve assigned basic account reconciliations independently.
- Identifies issues or discrepancies in basic transactional accounting.
- Understand GAAP requirements relevant to the financial cycle or portfolio supported
- Basic understanding of audit and internal control requirements
- Maintains accurate and complete records for audits
- Gathers audit support data upon request
- Entry level knowledge of current accounting systems and MS Office suite of software
- Basic understanding of the interactions between financial systems related to the portfolio supported
- Able to work with IT and operational teams on basic system setups
- Simple data extracts to support the preparation of forecasts
- Provides relevant trending analysis to support the preparation of forecasts
- Responds to internal requests for simple ad hoc analysis with guidance from senior team members
- Support preparation of internal reports
- Provides support/input into basic business cases
- Single, high volume or multiple, low volume portfolios
- With standard transactions
- Some Concerned parties interaction with transactional level data
- Generate routine transactional data to support operational decision making
- Awareness of financial obligations of portfolio
- Supports delivery of contract/portfolio deliverables of a financial nature in a timely and efficient manner, in areas of less complexity
- Understand basic business processes and ensures compliance and ensures appropriate documentation
- Identification of basic issues or discrepancies
- Has demonstrated a curiosity for the industry and business which they support.
- Has made initial connections with operational counterparts in support of transactional processes.
KNOWLEDGE & SKILLS
- College/University graduation or professional certification (e.g., CPA, CMA, CGA or equivalent courses)
- Minimum of 1 to 3 years of related experience.
- Ability to prepare month end journal entries to support proper transaction reporting
- Basic understanding of the interactions between sub ledger and general ledger
- Understanding of audit requirements
- Ability to identify issues or discrepancies in basic transactional accounting
- Ability to communicate processes and procedures within the team and to internal customers
- Ability to prepare basic memos and provide basic variance explanations.
- Entry level knowledge of current accounting systems and MS Office suite of software
Licenses and/or Professional Accreditation
- Registered in an Accounting designation program (CGA, CMA)
This is a regular, full-time position with a salary range of $52,864 - $66,080 per annum. The starting salary will be based on the successful candidate’s competencies, including but not limited to experience, education, professional designations and performance related to this role.
#LI-Hybrid
