FINANCIAL REPORTING ASSOCIATE SKILLS, EXPERIENCE, AND JOB REQUIREMENTS
Published: Apr 3, 2025 - The Financial Reporting Associate has experience in financial accounting, statutory and tax reporting, including expertise in income tax returns and trust distribution calculations. This role requires a strong understanding of AASB and IFR standards, advanced MS Office skills, and a background in a CA or CPA firm. The associate demonstrates strong analytical and problem-solving abilities, along with solid knowledge of investment management and the capacity to perform effectively in fast-paced environments.
Essential Hard and Soft Skills for a Financial Reporting Associate Resume
- Financial Accounting
- Tax Reporting
- Statutory Reporting
- Income Tax Returns
- Trust Distribution Calculations
- Accounting Standards Application
- AASB Knowledge
- IFR Knowledge
- Investment Management
- MS Office Proficiency
- Time Management
- Problem-solving
- Analytical Thinking
- Initiative Taking
- Decision Making
- Fast-paced Adaptability
- Professional Discretion
- Attention To Detail
- Communication Skills
- Organizational Skills
Summary of Financial Reporting Associate Knowledge and Qualifications on Resume
1. BA in Accounting with 4 years of Experience
- Ability to work independently and multitask in a fast-paced environment
- Advanced analytical, prioritization, organizational, and time management skills
- Excellent customer service skills with attention to detail
- Ability to work productively within a group
- Strong leadership and staff development skills
- Effective problem-solving or issue resolution skills
- Good knowledge of business processes, procedures, and systems, including downstream impacts
- Previous exposure to derivatives accounting and reporting
- Proficient in using Microsoft Projects, Word, Excel, and PowerPoint
- Experience in Financial Reporting, Fund Administration, Accounting and Custody
- Be a good listener, a proactive, collaborative problem-solver, self-motivated, and a team-oriented individual
2. BA in Economics with 3 years of Experience
- Professional experience working in corporate finance, reporting, and an advertising agency
- Committed, detail-oriented self-starter with strong problem-solving and interpersonal skills
- Communication skills to clearly and accurately convey complex metrics and analysis to internal teams and all levels of management
- Demonstrated ability to theorize, develop, and refine creative financial and operational models
- Experience with financial and operational model building, pivot tables, and advanced formulas
- Work well under pressure and challenging deadlines in a fast-paced organization
- Experience working with enterprise financial management systems such as Hyperion Financial Manager, Oracle Business Intelligence and SAP
- Outstanding verbal and written communication skills
- Naturally analytical, strategic, and curious with a desire to constantly learn and grow
- Previous experience in data analytics (Excel formulas and look-up commands, report building and querying from a database or reporting software)
3. BA in Business Administration with 5 years of Experience
- Experience in the Financial services industry
- Strong knowledge of financial instruments, especially derivatives and repo-style transactions
- Proficient in Microsoft applications and other applications, such as Excel and Word, Alteryx or Tableau
- Good communication and planning, analytical and problem-solving skills
- Motivated and proactive mindset
- Team worker with the ability to work independently
- Detail-oriented and well-organized
- Experience with CPA designations, public accounting, and financial reporting
- Excellent analytical, quantitative, written, and verbal communication skills
- Detail-oriented with the ability to effectively manage priorities and projects in a fast-paced environment while meeting required deadlines
4. BA in Banking and Finance with 6 years of Experience
- Strong communicator both externally and at all levels of business
- Dedicated with strong attention to detail
- Strong knowledge of regulatory standards under which financial statements are produced
- Effective escalation and resolution of issues
- Ability to contribute to business as usual and projects in a time-pressured environment
- Strong knowledge of funds and audit functions (e.g, OEIC, Investment Trusts, SICAV)
- Proficient knowledge of software packages (Word, Excel, PowerPoint).
- Strong knowledge of financial instruments and their accounting treatment (e.g., Derivatives, Equities, Bonds)
- Able to effectively handle multiple projects simultaneously in a deadline-driven environment
- Working experience in financial reporting or accounting in the asset management industry
- Ability to handle sensitive and confidential information
5. BA in Auditing with 4 years of Experience
- Work experience in Financial Accounting, Tax within Financial Services or Professional Services companies
- Significant experience in Tax and Financial Reporting
- Experience in statutory reporting and tax reporting (specifically in income tax returns and trust distribution calculations)
- Experience in applications of accounting standards by AASB & IFR
- Experience in a CA or CPA firm
- Strong time management skills and the ability to work in a fast-paced environment
- Strong investment management and fund services experience or knowledge
- Extremely strong knowledge of MS Office (Excel, PowerPoint, Word)
- Professional accounting designation
- Strong analytical and problem-solving skills
- Ability to take initiative, make decisions with discretion
6. BA in Taxation with 3 years of Experience
- Working experience in a public accounting firm
- Experience in financial reporting or auditing of financial statements
- Strong ability to handle multiple tasks
- Experience in the financial industry
- Detail-oriented self-starter with a strong work ethic and a team player
- Excellent verbal and written communication and interpersonal skills
- Intermediate knowledge of Microsoft Excel (including VBA) and Microsoft Word
- Experience in SEC filings
- Demonstrated knowledge of GAAP accounting
- Strong analytical skills with the ability to work independently, under pressure, and with attention to detail to meet deadlines
7. BA in Business Finance with 5 years of Experience
- Be fluent in English or Japanese
- Strong partnering, written and oral communication skills
- Strong analytical and research skills
- Ability to meet deadlines, prioritize assignments, and manage multiple assignments
- Proficiency in STAT and GAAP reporting and Financial Information Systems knowledge
- Strong PC Skills including Excel, PowerPoint, and Word
- Good Oracle ledger and PIPS sub-ledger knowledge
- Self-motivated with the ability to work independently
- Achieving the ACCA qualification
- Experience in the asset management industry
- Excellent teamwork skills
8. BA in Corporate Finance with 4 years of Experience
- Strong knowledge of financial services and investment products
- Strong analytical, critical thinking, and problem-solving skills with an ability to exercise sound judgment
- Self-motivated, detail-oriented, highly organized, and exceptional time management
- Strong interpersonal skills with an ability to work collaboratively with various counterparts
- Strong knowledge of Microsoft Office applications (Word, Excel, PowerPoint)
- Knowledge of technical accounting principles and GAAP reporting requirements
- Knowledge of relevant financial reporting and data analysis applications (Oracle general ledger, EFDW, Tableau)
- Ability to balance and prioritize critical responsibilities to meet all deadlines timely manner
- Ability to handle deadline pressures and a flexible approach
- Strong logic skills with above-average results in mathematics