Intermediate Financial Analyst (Fa Ii)

SUMMARY The Financial Analyst 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 concerned parties 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 concerned parties in preparation of standard forecasts Analysis Prepares in-depth financial analysis (recurring and ad-hoc) and makes recommendations to Internal Concerned parties 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 concerned parties Some concerned parties interaction with transactional level data and for the purpose of concerned parties 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 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 customers. 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 (CGA, CMA) 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. #LI-Hybrid #LI-HG