Intermediate Financial Analyst

SUMMARY

The Intermediate Financial Analyst (FA II) provides complex transactional support for a process within an accounting cycle and/or full cycle accounting support. Understands the impact of transactions on financial results and can be proactive to recommend necessary actions and can communicate with stakeholder about transactions, processes and analysis. Provides analysis for areas such as planning, forecasting, reporting and audit and process improvements

KEY DUTIES & RESPONSIBILITIES

Accounting

Intermediate transactional support for a process within an accounting cycle

Ability to complete and resolve assigned intermediate account reconciliations independently.

Identifies complex issues and resolves basic transactional accounting discrepancies.

Accounting Policy

Understand GAAP requirements relevant to the financial cycle or portfolio supported

Audit Support and Controls

Intermediate understanding of internal/client control requirements

Maintains accurate and complete records for audits

Gathers audit support data upon request

Financial Systems

Intermediate level knowledge of current accounting systems and MS Office suite of software

Basic understanding and ability to document the transactional and financial data flows between relevant financial systems

Able to work with IT and operational teams on intermediate system setups

Planning/Forecasting

Prepares standard forecasts (internal and external) with the appropriate back-up (including assumptions and calculations)

Responsible for partnering with internal stakeholders in preparation of standard forecasts

Analysis

Prepares in-depth financial analysis (recurring and ad-hoc) and makes recommendations to Internal Stakeholders

Reporting

Preparation of internal reports

Provide input and support for external reports

Prepares basic business cases and provides input to intermediate business cases.

Scope/Complexity

Single, high volume or multiple, low volume portfolios

With some complex transactions

Interaction with Stakeholder

Some Stakeholder interaction with transactional level data and for the purpose of Stakeholder reporting

Generate transactional data and ad-hoc analysis to support operational decision making, with recommendations

Financial Management/Contract Interpretation

Basic understanding of financial obligations of portfolio

Ensures delivery of contract/portfolio deliverables of a financial nature in a timely and efficient manner, in areas of less complexity

Supports the monitoring of performance and assists in action plans

Seeks guidance on contract/portfolio financial terms and conditions for assigned accounts

Process Adherence / Implementation

Understand intermediate business processes and ensures compliance and ensures appropriate documentation

Can identify and escalate gaps.

Problem Solving

Identification of basic issues or discrepancies

Technical and Business Knowledge

Has gleaned a basic understanding of the industry and business which they support.

Has established professional working relationships with operational counterparts in support of transactional processes.

KNOWLEDGE & SKILLS REQUIRED

Ability to identify complex and resolve basic transactional accounting discrepancies

College/University graduation or professional certification (e.g., CPA, CMA, CGA or equivalent courses)

Minimum of 3-5 years of work-related experience

Ability to identify and recommend process improvement opportunities at an account level following GAAP procedures.

Ability to communicate basic accounting principles to support procedures and to explain financial results within the team and to internal parties.

Ability to prepare memos, provide variance explanations and input to process documentations, and write summaries of findings and recommendations.

Intermediate level knowledge of current accounting systems and MS Office suite of software

Licenses and/or Professional Accreditation

Registered in an Accounting designation program

This is a regular, full-time position with a salary range of $63,397 - $79,246 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.

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