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Finance and reporting analyst skills for your resume and career

Updated January 8, 2025

2 min read

Quoted experts

Kathi Mettler,

Kim Tan Ph.D.

Below we've compiled a list of the most critical finance and reporting analyst skills. We ranked the top skills for finance and reporting analysts based on the percentage of resumes they appeared on. For example, 5.7% of finance and reporting analyst resumes contained powerpoint as a skill. Continue reading to find out what skills a finance and reporting analyst needs to be successful in the workplace.

15 finance and reporting analyst skills for your resume and career

1. PowerPoint

Here's how finance and reporting analysts use powerpoint:

Create PowerPoint Presentations for VP Management Meetings which requires collecting and analyzing financial data and creating specialized reports.
Created PowerPoint reports and presentations for final presentations to internal and external customers.

2. Reconciliations

Here's how finance and reporting analysts use reconciliations:

General Ledger Maintenance - Processed journal entries and completed general ledger reconciliations; researched issues and made necessary journal adjustments.
Performed monthly reviews of the System Office and Regional Offices account reconciliations to ensure that financial statements are adequately supported.

3. Financial Analysis

Here's how finance and reporting analysts use financial analysis:

Provided timely financial decision support to plant management in the form of historical and projected financial analysis and projected rolling estimates.
Performed financial analysis and modeling, supported preparations for financial plans and budgets, and conducted forecasting and variance analysis.

4. External Auditors

Here's how finance and reporting analysts use external auditors:

Worked closely with Corporate Accounting, Corporate Treasury, and external auditors with regards to elements of financial and regulatory reporting.
Assist internal and external auditors in the development and implementation of internal controls surrounding the financial reporting and share-based compensation processes.

5. Internal Controls

Here's how finance and reporting analysts use internal controls:

Produced, analyzed and ensured accuracy for monthly financial statements, production reporting, forecast and internal controls.
Assisted the internal audit department with documentation and testing of internal controls over financial reporting.

6. Financial Data

Here's how finance and reporting analysts use financial data:

Analyzed each business unit's monthly financial data and maintained accurate records for the consolidation of accounting activity.
Coordinate needs of Financial Reporting area and other end-users to ensure accuracy and integrity of financial data.

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7. Hyperion

Here's how finance and reporting analysts use hyperion:

Consolidated corporate financial reporting for 5 NA electrical manufacturing locations with sales of $318 million using Hyperion Management Applications.
Performed security administration functions including maintaining a security matrix for Hyperion software access, configuring security within an active directory.

8. Process Improvement

Here's how finance and reporting analysts use process improvement:

Supervised 3 team members, organized assignments, arranged and facilitated training when necessary and implemented process improvements.
Develop reports and implement process improvements to ensure price and purchasing data consistency.

9. US Gaap

Here's how finance and reporting analysts use us gaap:

Develop familiarity with applicable laws, regulations and interpretations governing disclosure, including US GAAP, Luxembourg GAAP and IFRS.
Monitored all compliance US GAAP and corporate accounting policies, including international, derivative-driven, and complex, component funds.

10. SOX

Here's how finance and reporting analysts use sox:

Performed financial reporting controls in accordance with SOX requirements.
Developed flowcharts and narratives required for SOX reporting on behalf of an industry leading banking and financial services firm.

11. 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 finance and reporting analysts use financial statements:

Developed a new management reporting package utilizing graphic displays to highlight positives and not-so-positive results, augmenting the basic financial statements.
Coordinated, prepared and analyzed semi annual, annual portfolios and financial statements for board, regulatory agencies and shareholders.

12. 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 finance and reporting analysts use pivot tables:

Create Pivot Tables to calculate top 10 brokers used during a reporting period for a particular account.
Organized and entered information into spreadsheets, charts and pivot tables to produce meaningful reports.

13. SQL

Here's how finance and reporting analysts use sql:

Conducted extensive data mining with SQL ability and database retrieval management and prepared financial reports with footnotes explanation.
Automated calculation of monthly accruals for balance sheet and P&L items using SAP BI, SQL Server and Excel.

14. Data Analysis

Here's how finance and reporting analysts use data analysis:

Performed current and historical data analysis of film/television/other product, distribution cost trends analysis, etc.
Performed data analysis and verified that reports are in accordance with contractual agreements.

15. Treasury

Here's how finance and reporting analysts use treasury:

Supervised direct reports while overseeing accounting functions and completing required financial disclosures for treasury, pension, and risk management areas.
Supported business activities by providing financial information related to treasury trading activity.

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What skills help Finance And Reporting Analysts find jobs?

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

What skills stand out on finance and reporting analyst resumes?

Kathi Mettler

Director, Graduate Accounting Programs, Instructor of the Practice, Accounting, Fairfield University

Completion of the CPA Exam (passing all four parts before starting to work) is a significant competitive advantage. Analytics is really important now, which is why our Master of Science in Accounting (MSA) Program allows students to tailor their experience by choosing a specialization in either assurance, business analytics, or taxation. Additionally, a student may pursue a Master of Science in Business Analytics (MSBA) with an accounting or taxation specialization. An accounting or taxation specialization is offered in our MBA and MSF programs as well. Another skill important for success is being an effective communicator. In this day and age, accountants no longer hide in the office and crunch numbers; they are at the clients' site and must possess strong people and interpersonal skills. The importance of effective communication (written and verbal) and soft skills is why we have created a new graduate course, "Effective Communication for Accounting Professionals".

What finance and reporting analyst skills would you recommend for someone trying to advance their career?

Kim Tan Ph.D.

Professor, Accounting, Chair, California State University - Stanislaus

Travel abroad. Study/work on some certification to learn new/related skills (MOOC). Volunteer work. Work to help support the family. Prepare for graduate school. Work at a lower-level job in an organization they are interested in.

What type of skills will young finance and reporting analysts need?

Dr. Reid Cummings

Associate Professor of Finance & Real Estate, University of South Alabama

As computing systems continue to advance and evolve, and as artificial intelligence becomes more prevalent in data analytics, the ability to work with a variety of data manipulation, analysis, and presentation platforms will become increasingly important. Equally, a focus on improving critical thinking and communication skills, and the abilities to present outcomes, analysis, and ideas in a succinct, cogent, and logical fashion, will largely differentiate those who will succeed at a high level from everyone else.

What soft skills should all finance and reporting analysts possess?

Haran Segram Ph.D.

Clinical Assistant Professor of Finance, NYU Stern School of Business

Digital transformation is here to stay. Future of work will be a hybrid (in-person/remote) model. Therefore, graduates should have the ability to work on multiple companywide group projects from remote locations. This requires individuals to be self-driven and have the aptitude to perform tasks with minimal supervision or mentoring.

Do you want to know more?

List of finance and reporting analyst skills to add to your resume

The most important skills for a finance and reporting analyst resume and required skills for a finance and reporting analyst to have include:

PowerPoint
Reconciliations
Financial Analysis
External Auditors
Internal Controls
Financial Data
Hyperion
Process Improvement
US Gaap
SOX
Financial Statements
Pivot Tables
SQL
Data Analysis
Treasury
Regulatory Reports
Account Reconciliations

XBRL
Power Bi
Ad-Hoc Reports
Close Process
Securities
Variance Analysis
Calculation
Portfolio
Shared Services
Financial Results
Income Statement
Sarbanes-Oxley
Footnote Disclosures
Regulatory Filings
Hyperion Financial Management
Cash Flow
Management Reports

IFRS
VBA
General Ledger Accounts
Balance Sheet Accounts
PeopleSoft
Derivative
Essbase
Accruals
Financial Planning Analysis
Executive Management
HFM
Cognos
Financial Models
KPIs
FASB
Fixed Assets

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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