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Account analyst skills for your resume and career

Updated January 8, 2025

5 min read

Quoted expert

Dr. Natalia Boliari PhD

Below we've compiled a list of the most critical account analyst skills. We ranked the top skills for account analysts based on the percentage of resumes they appeared on. For example, 16.7% of account analyst resumes contained customer service as a skill. Continue reading to find out what skills an account analyst needs to be successful in the workplace.

15 account analyst skills for your resume and career

1. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how account analysts use customer service:

Resolved all major complex customer issues and designed resolution to deliver reduction in receivables while still maintaining superior customer service levels.
Provided exceptional customer service to high-end customers, regularly including direct e-mail and phone contact as thus as relationship building.

2. Patients

Here's how account analysts use patients:

Worked closely with account managers and routinely interacted with patients, providers and third-party administrators.
Managed the hospital database to ensure all patients were billed accurately and efficiently.

3. Financial Statements

A financial statement is a report of an individual or a company that includes all the information about the declared assets, the use of money, income, and also the contribution of shareholders over a certain period.

Here's how account analysts use financial statements:

Directed financial management functions including development of monthly/quarterly financial statements, financial forecasts, and budgets for 6 major entities.
Prepared monthly and quarterly financial statements, established an opened and informative dialogue with divisional managers regarding financial information.

4. Financial Reports

Here's how account analysts use financial reports:

Performed accounting activities such as maintenance of the general ledger and preparation of various accounting statements and financial reports.
Prepared financial reports for corporate and external distribution of yearly operating budgets, capital budget and five-year plan.

5. PowerPoint

Here's how account analysts use powerpoint:

Reviewed reports in Excel, Word and PowerPoint formats.
Created and presented Fraud Awareness Powerpoint presentatrion to district managers.

6. Reconciliations

Here's how account analysts use reconciliations:

Conducted cash analyses and reconciliations for all subsidiaries of the American Nurses Association which contained major federal and detailed financial investments.
Perform grant-related post-award functions, including budget and expense analysis, periodic invoicing, financial reporting, and reconciliations.

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7. Balance Sheet

Here's how account analysts use balance sheet:

Reconciled income statement and balance sheet accounts plus prepared financial statement data and attached supporting items.
Performed various income statement and balance sheet account analyses to facilitate monthly closing process.

8. Financial Analysis

Here's how account analysts use financial analysis:

Compiled numerical data, presented daily-monthly statistical, graphics, reports and financial analysis to VP Collection Department.
Performed comparative financial analysis of incoming customer invoice files rendering best pricing options and contract compliance.

9. Data Analysis

Here's how account analysts use data analysis:

Provided assistance to customers on understanding and improving their operations through data analysis.
Performed thorough data analysis of accounting /financial data using standard techniques and approaches.

10. Journal Entries

Journal entries can be defined as an act of keeping or making records of any transactions either economic or non-economic. The journal entries are made in the accounting systems of an organization. The entries are filled with two main fields; debit and credit. The debit and credit must be equal at the end of a journal entry else it is not considered correct. The journal entries also keep the date of transactions and the names of the accounts that were affected by the transactions.

Here's how account analysts use journal entries:

Recorded journal entries and ensured accuracy of information through monthly analysis and reconciliation.
Provided outside auditors with journal entries supporting data and general ledger analysis.

11. Pivot Tables

A pivot table is a technique used in data processing to arrange and rearrange statistics to prioritize useful information. The aim of a pivot table is to summarize the findings and interpretations of the data extracted. Pivot tables take information from a database or spreadsheet to report sums, average, and other such statistics. This technique is integral to data analysis since it turns the data to view it from different lenses and perspectives.

Here's how account analysts use pivot tables:

Extract data from SAP software program and work with pivot tables to research data on receivables.
Created Pivot Tables, Payment Lot in SAP /Share Points, and payment disbursements.

12. Payroll

Payroll is the sum of all the compensation that an organization has to pay to employees at a specified time. Payroll is managed by the finance or HR department while small business owners may handle it themselves. Payroll isn't fixed as it varies every month due to sick leaves, overtime, etc.

Here's how account analysts use payroll:

Maintained interface with the automated payroll function and monitored monthly activity entered to the Service Corporation general ledger system.
Performed managerial financial reporting, internal control process management (operational audit) and payroll.

13. Patient Accounts

Patient accounts are a part of a hospital information system that is used for storing financial data, keeping a record of healthcare costs, and providing information regarding patient billing. It deals with the financial aspects of the healthcare setting.

Here's how account analysts use patient accounts:

Process a high number of Medicare/Medi-Cal patient accounts in Microsoft Excel by initiating member services.
Researched and analyzed patient accounts to determine adherence with billing and collections procedures.

14. Customer Accounts

Here's how account analysts use customer accounts:

Communicated internal departments regarding customer accounts
Analyzed customer accounts and services provided to ensure customer usage was correctly charged and to resolve customer billing discrepancies.

15. Process Improvement

Here's how account analysts use process improvement:

Developed and implemented process improvements for National Accounts; eliminated revenue reporting errors and duplication in billing.
Mentored business associates in the areas of project management, process improvements and departmental expertise.

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What skills help Account Analysts find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What account analyst skills would you recommend for someone trying to advance their career?

Dr. Natalia Boliari PhD

Associate Professor of Economics and Finance, Manhattan College

Be open minded. Finance is the broad definition of an industry which provides opportunities for careers in financial consultancy, financial analysis, stock brokerage, foreign investment, modeling, exchange rate forecasts, and many more. While most of those careers are attributed to the banking industry, you can find those and others in other sectors of the economy, such as insurance, technology, health care/medical, government, and so on. So, be open and look beyond the banking sector, examine the current and predicted trends in the economy to hunt for exciting career options.

Do you want to know more?

List of account analyst skills to add to your resume

The most important skills for an account analyst resume and required skills for an account analyst to have include:

Customer Service
Patients
Financial Statements
Financial Reports
PowerPoint
Reconciliations
Balance Sheet
Financial Analysis
Data Analysis
Journal Entries
Pivot Tables
Payroll
Patient Accounts
Customer Accounts
Process Improvement
Account Reconciliations
SQL

General Ledger Accounts
CPT
External Auditors
Internal Controls
GAAP
Credit Card
Financial Data
Purchase Orders
Account Analysis
Medicaid
Client Accounts
Accounts Receivables
EDI
Past Due Accounts
Fixed Assets
Account Balances
Insurance Carriers

SOX
Billing Issues
Delinquent Accounts
Medical Claims
ACH
Bank Reconciliations
Equities
ICD-9
Coordinate Implementation
Financial Transactions
Inbound Calls
QuickBooks
Payment Arrangements
Outbound Calls
EOB

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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