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Intermediate Financial Analyst

Skills
Computer LiteracyFinancial AnalysisFinancial DataFinancial ReportingHandle Multiple ProjectsInternal ControlsOral
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Bachelor’s degree in Accounting or Finance; equivalency considered
  • Minimum 3 years of experience in a related field
  • Advanced computer skills required
  • Ability to communicate effectively in written and oral forms
  • Experienced in handling multiple projects and working in a team

Nice to have

  • Investment knowledge
  • Insurance Product knowledge
  • Customer service skills
  • Analytical skills
  • Organizational skills

Day to day

  • Performs professional financial analysis work by extracting data from various systems
  • Compiles and consolidates financial data for analysis
  • Analyzes financial data to identify issues and trends
  • Participates in monthly accounting processes to ensure financial records accuracy
  • Develops financial reports for forecasting and results analysis
  • Supports client reporting needs including performance and compensation