ASSOCIATE FINANCIAL ANALYST SKILLS, EXPERIENCE, AND JOB REQUIREMENTS
Updated: Aug 4, 2024 - The Associate Financial Analyst brings expertise in financial analysis to mission-driven, high-growth environments, leveraging advanced Microsoft Excel skills for strategic analysis and reporting. Proficient in a variety of financial systems, including budgeting software and automated accounting platforms, this role combines analytical rigor with exceptional communication skills. The ability to present data compellingly to senior leadership, manage diverse projects, and build relationships across all organizational levels is central to success.
Summary of Brand Manager Knowledge and Qualifications on Resume
1. BS in Business Administration with 2 years of Experience
- Extensive knowledge of the spreadsheet (MS Excel) and financial modeling
- Ability to adapt to a quickly changing environment
- Ability to work with a reasonable amount of uncertainty and provide best estimates with comfort and confidence
- Ability to understand and define issues, collect and analyze data, establish facts and draw valid conclusions
- Ability to effectively communicate issues, results, financial drivers and ideas with peers and management (internal and external)
- Demonstrate interpersonal, written, and oral communication skills
- Ability to build effective working relationships throughout the organization
- Working knowledge of all Microsoft Office applications
- Advanced knowledge of MS Excel and Powerpoint
- Support an organizational culture that embraces diversity, equity, and inclusion
2. BS in Finance with 4 years of Experience
- Experience in a business related function (including but not limited to Finance, Contracts, Estimating, Procurement Financial Analysis, Business Operations, Supplier Management, Marketing and Sales)
- Experience using financial analysis for the purposes of decision making
- Experience with Microsoft Excel including: Vlookup, Pivot Tables, Linking Worksheets, Charts/Graphs/Filters
- Experience with Earned Value Management (EVM)
- Ability to manage multiple priorities under tight deadlines
- Experience in SAP reporting tools (BOBJ, ECC)
- Experience with Power BI or Power Query
- Proficient in finance and financial processes
- Comfortable with ambiguity and adapts quickly to changing conditions
- Active learner, works through challenging and unfamiliar tasks
3. BS in Accounting with 2 years of Experience
- Strong proficiency in MS Excel, including Formulas and Functions, Pivot tables, VLOOKUPs, nested IF statements, etc. Financial modeling and some planning systems experience
- Experience with or an ability to quickly master Power BI, Adaptive Insights, and Tableau
- Experience in a similar role in a high growth environment
- Demonstrated ability to partner with internal clients with a consultative approach
- Ability to manage time effectively, set priorities and meet deadlines
- Strong analytical mindset, highly organized
- Strong interpersonal skills, with the ability to work independently and within a team environment
- Works collaboratively with others to meet shared objects
- Be part or fully qualified Accountant (CIMA or equivalent) desirable.
- Experience in manufacturing and/or science environment would be advantageous.
- Willingness to take in new information, perspectives and data to continuously improve in work
4. BS in Economics with 3 years of Experience
- Strong analytical and collaboration skills to expertise in Excel, PowerPivot, PowerBI, SQL and SharePoint, SAP or other financial systems
- Analytical Problem Solving and Innovative thinking
- Financial and data analytics experience
- Strong communication skills interpersonal as well as the ability to create and deliver presentations
- Ability to work on matrixed team in a fast paced environment
- Ability to operate under pressure and multi-task, must demonstrate strong bias for action, follow-through and personal leadership
- Self-motivated and self-starting individual
- Six Sigma Yellow/Green Belt Certified and Project Management Professional (PMP)
- Focus on Customer, Problem Solving, Decision Making, Adaptability
- Managing and Improving Processes, Strategic Thinking, Integrity and Work Ethic, Solution oriented.
5. BS in Mathematics with 5 years of Experience
- Experience in financial analysis, preferably in a mission-driven and high-growth environment
- Expert knowledge of Microsoft Excel, with demonstrated ability to use it as a tool for strategic analysis and reporting
- Excellent financial systems skills, including budgeting software, general ledger systems, HRIS, Salesforce, travel reimbursement systems, among others
- Experience with automated accounting systems and software
- Excellent communication skills both written and spoken.
- Ability to compellingly synthesize and present data and other information to senior leaders
- Analytical, thorough, keenly attentive to detail
- Strong project manager, and possess the judgment to manage competing priorities, and an ability to track and drive forward varied, fluid workstreams
- Ability to build relationships with geographically dispersed staff at all levels and demonstrate a service orientation
6. BS in Statistics with 6 years of Experience
- Experience in finance, corporate development, or similar analytical roles
- Be detail-oriented during data processing to ensure data accuracy and completeness
- Strong Excel skills, including report creation, report formatting, charting, and use of common financial functions (index/match, lookups, sumifs, pivot tables)
- Experience working with large datasets
- Strong business judgment and intellectual curiosity
- Ability to turn data into actionable insights and recommendations
- Ability to complete projects timely and accurately critical
- Strong interpersonal and communication skills
- Contribute to positive, effective, collaborative cultures and teams wherever work
- Demonstrate a can-do attitude, with an ability to bring a sense of humor to work