FINANCIAL OPERATIONS ANALYST SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Published: Mar 13, 2025 - The Financial Operations Analyst possesses a blend of educational and practical experience in financial transaction support, underscored by formal Lean Six Sigma training. Skilled in interpreting and clarifying complex instructions, the analyst excels in writing routine reports and responding adeptly to inquiries. Demonstrates robust knowledge of financial principles, adept at calculations, and proficient in various accounting software applications.

Essential Hard and Soft Skills for a Standout Financial Operations Analyst Resume
  • Financial Reporting
  • Financial Analysis
  • Financial Modeling
  • Process Improvement
  • Data Management
  • Budgeting
  • Risk Management
  • Compliance Analysis
  • System Management
  • KPI Management
  • Project Leadership
  • Client Support
  • Global Coordination
  • Relationship Management
  • Proactive Engagement
  • Process Coordination
  • Communication
  • Response Efficiency
  • Problem Resolution
  • Query Resolution

Summary of Financial Operations Analyst Knowledge and Qualifications on Resume

1. BA in Finance with 3 Years of Experience

  • Experience with budgeting and forecasting
  • Experience performing variance analysis
  • Experience leading projects
  • Experience with Microsoft Office Suite
  • Ability to work cross-functionally
  • Strong verbal and written communication skills
  • Experience working with financial planning and reporting systems/tools
  • Analytical mind, comfortable with numbers 
  • Ability to work to tight deadlines. 

2. BA in Business Administration with 5 Years of Experience

  • Experience in administrative or financial transaction support, or an equivalent combination of education and relevant experience.
  • Lean Six Sigma formal training 
  • Ability to comprehend and interpret instructions, short correspondence, and memos and ask clarifying questions to ensure understanding
  • Ability to write routine reports and correspondence
  • Ability to respond to common inquiries or complaints from clients, co-workers, and/or supervisor
  • Ability to effectively present information to an internal department and/or large groups of employees.
  • Knowledge of financial terms and principles
  • Ability to calculate intermediate figures such as percentages, discounts, and/or commissions
  • Ability to comprehend, analyze, and interpret documents
  • Ability to solve problems involving several options in situations
  • Ability to work in multiple accounting software applications.

3. BA in Economics with 4 Years of Experience

  • Experience in PBM, Pharmaceutical, or Healthcare industry 
  • Strong analytical, planning, problem identification and resolution skills
  • Proficiency in SQL and Excel.
  • Demonstrated self-initiative.
  • Effective communication with internal and external individuals in various functional areas and at all levels of management.
  • Knowledge of ESI’s products and services
  • Experience with Contract review and execution.
  • Understanding of and experience with quality and process improvement concepts, methodologies.
  • Proven ability to plan for and integrate multiple tasks concurrently as well as work independently.

4. BA in Accounting with 2 Years of Experience

  • Experience in a Professional Services or Finance Team environment
  • Advanced Excel skills
  • Strong commercial awareness within a professional services environment
  • Pays meticulous attention to detail with the ability to understand and interpret data
  • Demonstrable ability to develop relations across different parts of the business
  • Excellent communication skills with an affable and credible persona. 
  • Ability to work under own initiative
  • Good team player
  • A positive “can do” attitude towards the commercial, technical, and staffing challenges facing Kainos.  
  • Highly flexible, including a willingness to travel offsite, including all Kainos offices 

5. BA in Management Information Systems with 6 Years of Experience

  • Experienced in a similar position or have reconciliation process understanding
  • Attentive to detail with a high level of accuracy.
  • Investigative with strong problem-solving skills and passionate about continuous improvement.
  • Possess excellent numerical skills.
  • Able to work with integrity and discretion when handling confidential financial information.
  • CASS knowledge, VBA/Macro knowledge, technical aptitude and/or experience developing systems and processes.
  • Intermediate analytical and quantitative skills.
  • Intermediate to advanced knowledge of computer software and hardware (i.e Microsoft Office Suite Products)
  • Must work well under pressure with proactive approach to routine and non-routine occurrences
  • Advanced organizational skills and attention to detail

6. BA in Statistics with 3 Years of Experience

  • Experience in Operations Finance and Month End Close reporting
  • Proficient in Microsoft Office Applications (Word, Excel, PowerPoint)
  • Excellent communication skills and ability to work in a team environment
  • Quickbooks/SalesForce/Fishbowl experience 
  • Rigorous, with a sense of responsibility and priorities
  • Fluent English, spoken and written
  • Excellent level in Excel, VBA 
  • Be confident with handling large amounts of data
  • Have a first experience in finance or data analysis
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