Finance analyst assistant job description
Updated March 14, 2024
6 min read
Find better candidates in less time
Post a job on Zippia and take the best from over 7 million monthly job seekers.
Example finance analyst assistant requirements on a job description
Finance analyst assistant requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in finance analyst assistant job postings.
Sample finance analyst assistant requirements
- Bachelor's degree in accounting, finance, or business administration.
- Experience with financial analysis and forecasting.
- Knowledge of financial modeling techniques.
- Proficient in MS Office Suite.
- Strong understanding of financial principles.
Sample required finance analyst assistant soft skills
- Excellent problem-solving skills.
- Excellent communication and interpersonal skills.
- Strong organizational and time management skills.
- Highly detail-oriented.
- Strong analytical and research skills.
Finance analyst assistant job description example 1
Continental Carbon finance analyst assistant job description
*SR. FINANCIAL ANALYST POSITION DESCRIPTION*
*MAIN FUNCTION: *
* Works under the direction of the Controller
* Provides financial planning and analysis, and financial administration support for the corporation
* Coordinate development of Company's Annual Operating Plan
* Prepare and evaluate economics for major projects
* Evaluate financial impact of acquisition opportunities
* Identify and help implement plant cost savings
* Develop performance measurement criteria for manufacturing processes
* Plan, study, and collect data to determine costs of business activity such as raw material purchases, inventory, and labor
* Develop models for evaluating the financial impact of different business strategies
* Ensure proper adherence to company policies and procedures and internal operation requirements
*DUTIES AND RESPONSIBILITIES: *
* Prepares weekly and monthly cash flow forecasting
* Performs analysis and reconciliation of various general ledger accounts. Ensures accurate and timely closing of financial books; prepares reports on monthly financial results and variances to plan and identifies problems and recommends necessary corrective actions as appropriate
* Assists in month end closing activities for timely financial reporting for CCC, CCC USA Corp. and CCC Transport Company, including the preparation of consolidated financial statements, schedules, and reports for the monthly financial book
* Prepares financial reports and presentations to management on a scheduled or as needed basis
* Supports quarterly and year-end audits and interacts with outside auditors as needed
* Provides back-up to the Controller on assigned tasks as needed
* Prepares pricing computations for all contract customers monthly; works closely with Sales & Marketing on changes to baseline prices and payment terms
* Prepares reports requested by China Synthetic Rubber Corporation and Taiwan Cement Corporation
* Conduct special projects as determined by senior management
* Prepares the monthly forecast, Annual Operating Plan, and long-term business plans
* Lead in the analysis of all capital and expense projects
* Track project results and compare to original cost/savings projections
* Meet department and statutory filing and reporting deadlines as outlined
* Coordinate and lead financial-related meetings
*QUALIFICATIONS: *
* Bachelor's degree in Finance or Accounting
* CPA and/or MBA a plus
* Five (5) to seven (7) years of relevant work experience in a similar sized manufacturing company
* Highly advanced analytical skills
* Extensive financial modeling experience with advanced Excel skills
* Strong background with Microsoft Windows applications and computerized integrated accounting systems
Job Type: Full-time
Pay: $90,000.00 - $105,000.00 per year
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Employee assistance program
* Flexible spending account
* Health insurance
* Health savings account
* Life insurance
* Paid time off
* Referral program
* Tuition reimbursement
* Vision insurance
Physical setting:
* Office
Schedule:
* 8 hour shift
* Day shift
* Monday to Friday
* Weekend availability
Supplemental pay types:
* Bonus pay
Ability to commute/relocate:
* Houston, TX 77084: Reliably commute or planning to relocate before starting work (Required)
Education:
* Bachelor's (Required)
Experience:
* advanced analytics: 5 years (Required)
* extensive financial modeling: 5 years (Required)
* advanced Excel: 5 years (Required)
Work Location: One location
*MAIN FUNCTION: *
* Works under the direction of the Controller
* Provides financial planning and analysis, and financial administration support for the corporation
* Coordinate development of Company's Annual Operating Plan
* Prepare and evaluate economics for major projects
* Evaluate financial impact of acquisition opportunities
* Identify and help implement plant cost savings
* Develop performance measurement criteria for manufacturing processes
* Plan, study, and collect data to determine costs of business activity such as raw material purchases, inventory, and labor
* Develop models for evaluating the financial impact of different business strategies
* Ensure proper adherence to company policies and procedures and internal operation requirements
*DUTIES AND RESPONSIBILITIES: *
* Prepares weekly and monthly cash flow forecasting
* Performs analysis and reconciliation of various general ledger accounts. Ensures accurate and timely closing of financial books; prepares reports on monthly financial results and variances to plan and identifies problems and recommends necessary corrective actions as appropriate
* Assists in month end closing activities for timely financial reporting for CCC, CCC USA Corp. and CCC Transport Company, including the preparation of consolidated financial statements, schedules, and reports for the monthly financial book
* Prepares financial reports and presentations to management on a scheduled or as needed basis
* Supports quarterly and year-end audits and interacts with outside auditors as needed
* Provides back-up to the Controller on assigned tasks as needed
* Prepares pricing computations for all contract customers monthly; works closely with Sales & Marketing on changes to baseline prices and payment terms
* Prepares reports requested by China Synthetic Rubber Corporation and Taiwan Cement Corporation
* Conduct special projects as determined by senior management
* Prepares the monthly forecast, Annual Operating Plan, and long-term business plans
* Lead in the analysis of all capital and expense projects
* Track project results and compare to original cost/savings projections
* Meet department and statutory filing and reporting deadlines as outlined
* Coordinate and lead financial-related meetings
*QUALIFICATIONS: *
* Bachelor's degree in Finance or Accounting
* CPA and/or MBA a plus
* Five (5) to seven (7) years of relevant work experience in a similar sized manufacturing company
* Highly advanced analytical skills
* Extensive financial modeling experience with advanced Excel skills
* Strong background with Microsoft Windows applications and computerized integrated accounting systems
Job Type: Full-time
Pay: $90,000.00 - $105,000.00 per year
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Employee assistance program
* Flexible spending account
* Health insurance
* Health savings account
* Life insurance
* Paid time off
* Referral program
* Tuition reimbursement
* Vision insurance
Physical setting:
* Office
Schedule:
* 8 hour shift
* Day shift
* Monday to Friday
* Weekend availability
Supplemental pay types:
* Bonus pay
Ability to commute/relocate:
* Houston, TX 77084: Reliably commute or planning to relocate before starting work (Required)
Education:
* Bachelor's (Required)
Experience:
* advanced analytics: 5 years (Required)
* extensive financial modeling: 5 years (Required)
* advanced Excel: 5 years (Required)
Work Location: One location
Post a job for free, promote it for a fee
Finance analyst assistant job description example 2
SS&C Technologies finance analyst assistant job description
SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.
Job Description
SS&C, through our partnership with Luminae Partners formerly known as Lighthouse Partners (Asset Manager) , is currently seeking a candidate who will be part of a multi-dimensional middle to back office operations and accounting department responsible for all aspects of post trade matching, trade capture, and all aspects of daily operations, treasury services, accounting and tax compliance, planning and reporting. The ideal candidate is one who works or has worked within a multi-strategy hedge fund, financial institution or hedge fund administrator with solid exposure to fund accounting, OMS/PMS integration, middle office post trade reporting and operations.
We are looking for a Financial Risk Data Analyst to work in our client's Palm Beach Gardens, FL office. The team is open to relocation benefits for a qualified candidate. This is also a hybrid work environment with limited time in the office once training is completed with satisfactory results.
Responsibilities & Goals
+ Provide operational support for risk production environment.
+ Maintain and enhance daily risk modeling/mapping processes.
+ Review, produce and deliver recurrent and ad-hoc risk reporting/analyses.
+ Oversee enterprise risk limit monitoring system.
+ Generate returns-based attribution analyses.
+ Answer risk-related queries from a variety of business units including the investor relations, business development, investment management, technology, compliance, accounting and operations teams.
+ Maintain and enhance existing workflows to ensure the highest quality and completeness of data.
+ Coordinate with technology team members to implement risk production processes.
+ Review risk application output and resolve any underlying data issues.
+ Understand production dataflows and how they impact various application and report output.
+ Assist in the development of systems used to evaluate market risk including quality assurance testing.
+ Interact with risk data vendors including software/data providers and consultants.
+ Become familiar with the accounting, valuation treatment and risk measurement for a variety of asset classes, including equities, futures, fixed income securities, listed options, currency forwards, contracts-for-difference, credit default swaps, interest rate swaps and other OTC products.
+ Review daily modeling and mapping reconciliations to ensure accurate and complete output.
Required Education
+ Over 5 years prior work experience with a Hedge Fund, Financial Institution, or hedge fund administrator's operations departments.
Required Skills/Characteristics
+ Ability to query and manipulate data from SQL Server databases.
+ General understanding of capital markets and asset class characteristics.
+ Motivated self-starter with an appetite for knowledge.
+ Strong organizational skills with the ability to set, organize and meet priorities;
+ Excellent verbal and written communication skills;
+ Ability to work independently as well as with others in small team, energetic environment;
+ High level of initiative and critical thinking skills;
+ High integrity with the ability to maintain confidentiality
#LI-AK1
#LI-Hybrid
Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
Job Description
SS&C, through our partnership with Luminae Partners formerly known as Lighthouse Partners (Asset Manager) , is currently seeking a candidate who will be part of a multi-dimensional middle to back office operations and accounting department responsible for all aspects of post trade matching, trade capture, and all aspects of daily operations, treasury services, accounting and tax compliance, planning and reporting. The ideal candidate is one who works or has worked within a multi-strategy hedge fund, financial institution or hedge fund administrator with solid exposure to fund accounting, OMS/PMS integration, middle office post trade reporting and operations.
We are looking for a Financial Risk Data Analyst to work in our client's Palm Beach Gardens, FL office. The team is open to relocation benefits for a qualified candidate. This is also a hybrid work environment with limited time in the office once training is completed with satisfactory results.
Responsibilities & Goals
+ Provide operational support for risk production environment.
+ Maintain and enhance daily risk modeling/mapping processes.
+ Review, produce and deliver recurrent and ad-hoc risk reporting/analyses.
+ Oversee enterprise risk limit monitoring system.
+ Generate returns-based attribution analyses.
+ Answer risk-related queries from a variety of business units including the investor relations, business development, investment management, technology, compliance, accounting and operations teams.
+ Maintain and enhance existing workflows to ensure the highest quality and completeness of data.
+ Coordinate with technology team members to implement risk production processes.
+ Review risk application output and resolve any underlying data issues.
+ Understand production dataflows and how they impact various application and report output.
+ Assist in the development of systems used to evaluate market risk including quality assurance testing.
+ Interact with risk data vendors including software/data providers and consultants.
+ Become familiar with the accounting, valuation treatment and risk measurement for a variety of asset classes, including equities, futures, fixed income securities, listed options, currency forwards, contracts-for-difference, credit default swaps, interest rate swaps and other OTC products.
+ Review daily modeling and mapping reconciliations to ensure accurate and complete output.
Required Education
+ Over 5 years prior work experience with a Hedge Fund, Financial Institution, or hedge fund administrator's operations departments.
Required Skills/Characteristics
+ Ability to query and manipulate data from SQL Server databases.
+ General understanding of capital markets and asset class characteristics.
+ Motivated self-starter with an appetite for knowledge.
+ Strong organizational skills with the ability to set, organize and meet priorities;
+ Excellent verbal and written communication skills;
+ Ability to work independently as well as with others in small team, energetic environment;
+ High level of initiative and critical thinking skills;
+ High integrity with the ability to maintain confidentiality
#LI-AK1
#LI-Hybrid
Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
Dealing with hard-to-fill positions? Let us help.
Resources for employers posting finance analyst assistant jobs
Finance analyst assistant job description FAQs
Ready to start hiring?
Updated March 14, 2024