FINANCIAL REPORTING ANALYST SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Published: Apr 2, 2025 - The Financial Reporting Analyst possesses expert-level Excel skills, including pivot tables, macros, and advanced functions, and is adept at using MS PowerPoint to present data in visually organized formats that aid understanding. This role requires proficiency in SQL and Power BI, with the capability to operate autonomously and collaborate effectively within diverse, international teams under strict deadlines. The analyst brings extensive experience from the financial services industry, excelling in the preparation of monthly journals, balance sheet reconciliations, and the use of the Workiva platform, prioritizing tasks with a focus on process optimization and urgency.

Essential Hard and Soft Skills for a Financial Reporting Analyst Resume
  • Financial Reporting
  • Workiva WDesk
  • SEC Compliance
  • Control Analysis
  • General Ledger Management
  • Performance Analysis
  • Consolidation Reporting
  • Journal Review
  • Financial Analysis
  • Reconciliation Assistance
  • Auditor Collaboration
  • Problem Solving
  • Project Management
  • Stakeholder Communication
  • Cross-Departmental Communication
  • Customer Liaison
  • Support Troubleshooting
  • Relationship Management
  • Investor Support
  • Problem Solving

Summary of Knowledge and Qualifications on Financial Reporting Analyst Resume

1. BA in Management Information Systems with 4 years of Experience

  • Experience with an ERP system
  • Ability to handle confidential information in a sensitive manner
  • Ability to read and comprehend customer purchase order terms and conditions
  • Excellent organization and time management skills
  • Accurate data entry and typing skills
  • Effective problem-solving skills
  • Good judgment and decision-making abilities
  • Effective oral and written communication skills
  • Good interpersonal communication skills
  • Ability to concentrate in a diverse work setting
  • Strong knowledge of business accounting
  • Good working knowledge of office procedures and equipment
  • Advanced computer skills in Excel, Word, and related accounting software

2. BA in Business Administration with 2 years of Experience

  • Have experience with Reporting or strong knowledge of Finance
  • Strong computer experience – MS Office – expert in Excel, Access
  • Must be fluent in English or German
  • Strong analytical and numerical skills, logical thinking, and attention to detail and accuracy
  • Communication skills, both oral and written
  • Very good organizational skills, ability to prioritize, and ability to work with tight deadlines
  • Proactive and willing to pursue continuous development
  • Previous reporting experience and working with the BI tools
  • Experience with visualization tools (Tableau/AWS QuickSight/Qlik)
  • Good general knowledge of the IFRS reporting standard

3. BA in Applied Mathematics with 1 year of Experience

  • Excellent written and oral communication skills
  • Previous experience in industry or public accounting
  • Certified Public Accountant (CPA) or working toward a CPA 
  • Strong financial acumen with the ability to understand all the company’s key financial statements
  • Must understand GAAP, SEC, and SOX regulations
  • Excellent skills in Excel such as VLOOKUPs, complex/compound equations, logical equations, macros, pivot tables and the ability to understand/build/edit complex financial models
  • Ability to work in a fast-paced environment to meet public company reporting deadlines
  • Passion for finance, analytics, and real estate
  • Paying attention to detail for timely and accurate reporting
  • Work experience in the Real Estate Industry, Yardi and Workiva

4. BA in Business Analytics with 3 years of Experience

  • Working experience in the mutual fund industry  
  • Working experience in prior financial reporting or alternative investment
  • Highly organized, detail-oriented, and self-motivated
  • Proven ability to problem solve and recommend solutions
  • Strong aptitude for accuracy and attention to detail
  • Capable of monitoring and completing a variety of projects simultaneously
  • Strong verbal and written communication skills
  • Strong interpersonal skills and time management
  • Proficient in Microsoft Excel, SQL
  • Be meticulous, be a strong team player, and possess a positive work attitude

5. BA in Data Science with 2 years of Experience

  • Strong understanding of each of the three primary financial statements
  • Enjoys analyzing and working with large data sets
  • Advanced MS Excel skills and a general understanding of Google Sheets, MS Word and MS PowerPoint
  • Execution-focused, sense-of-urgency attitude with a collaborative, team mentality
  • Strong problem-solving skills with high attention to detail and a penchant for accuracy
  • Comfortable with multiple tasks and deadlines
  • Unquestioned confidentiality, personal integrity, and work ethic
  • Ability to liaise professionally with clients and stakeholders
  • Experience with data collection, data mining, and data assimilation, interpreting and analyzing large amounts of data, skill in examining documents and data for correctness and accuracy
  • Excellent written and verbal English communication skills

6. BA in Forensic Accounting with 3 years of Experience

  • Experience in public accounting
  • Ability to work under limited supervision
  • Strong knowledge of Microsoft Excel and basic knowledge of Microsoft Word and PowerPoint
  • Experience working with Workiva (Wdesk)
  • Must be fluent in English or Chinese
  • Experience in Reporting, Accounting, or Finance
  • Good analytical skills and attention on details
  • Good understanding of relational database principles
  • Ability to work with tight deadlines in a fast-paced and multi-cultural environment to achieve clear goals
  • Ability to work both independently and in a team

7. BA in Financial Planning with 2 years of Experience

  • Fluent in English, German, and Japanese
  • Work experience in Reporting, Accounting, or Finance
  • Excellent written and verbal communication skills
  • Detail-oriented with strong knowledge of generally accepted accounting principles
  • Ability to work effectively without close supervision and collaboratively in a team environment
  • Strong analytical, organizational, and problem-solving skills
  • Experience in accounting or finance 
  • Experience within the manufacturing industry
  • High capacity for strategic thought and the ability to solve business issues
  • Advanced proficiency in MS Office products, especially Excel

8. BA in Organizational Behavior with 5 years of Experience

  • Excellent Excel skills (including pivot tables, macros, and most common Excel functions)
  • Fluency in MS PowerPoint and the ability to present data in an organized visual manner to promote understanding
  • Autonomous and capable of working in a diverse team in the context of strict deadlines and an international environment
  • Strong knowledge of SQL and Power BI 
  • Experience working in the Financial Services industry
  • Advanced spoken and written English level
  • Passion and the ability to optimize the process
  • Experienced in preparing monthly journals and balance sheet reconciliations
  • Ability to operate with urgency and prioritize work accordingly
  • Experience with the Workiva (Wdesk) application 
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