FINANCIAL SYSTEMS ANALYST SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Published: Apr 9, 2025 - The Financial Systems Analyst brings extensive experience in implementing ERP-Finance Systems and managing data, business processes, and various financial information systems like FIS/GL/ERP and Workday. This role requires advanced proficiency in MS Excel, including pivot tables and V-Lookup, coupled with strong analytical skills and intellectual curiosity. The analyst is highly self-motivated, possesses excellent communication abilities, and is capable of organizing, prioritizing, and executing tasks effectively in a fast-paced, deadline-driven environment.

Essential Hard and Soft Skills for a Financial Systems Analyst Resume
  • Data Analysis
  • System Integration
  • Financial Reporting
  • Process Improvement
  • ERP Administration
  • Data Management
  • Solution Implementation
  • System Design
  • Reporting Skills
  • Requirements Analysis
  • Problem Solving
  • Project Leadership
  • Stakeholder Communication
  • Relationship Building
  • Team Liaison
  • Organizational Communication
  • Training Development
  • Global Collaboration
  • Testing Leadership
  • Requirements Communication

Summary of Financial Systems Analyst Knowledge and Qualifications on Resume

1. BA in Accounting Information Systems with 2 years of Experience

  • Working experience in financial systems, accounting, or finance
  • Experience with large ERP Tools/Applications, NetSuite and/or Oracle experience
  • Excellent verbal and written communication skills
  • Proven ability to effectively translate technical information to non-technical individuals
  • Experience of working with remote employees and contractors in different time zones
  • Positive attitude, strong analytical and excellent interpersonal skills
  • Ability to learn new processes quickly and manage/prioritize multiple work streams effectively
  • Experience building complex reports, dashboards, and scorecards 
  • Strong initiative and the desire to see a project through until completion.
  • Advanced Microsoft skills, including Excel and PowerPoint

2. BA in Business Administration with 1 year of Experience

  • Overall experience in investment accounting and production support
  • Strong written and verbal communication skills 
  • Attention to detail and ability to work and learn independently as well as in a team environment
  • Strong knowledge of investment products and financial concepts
  • Deep knowledge of SQL, Databases, XML, and Web Services
  • Working knowledge of treasury cash management and general ledger systems
  • Working experience in financial accounting
  • Able to be self-motivated and self-managing on technically challenging assignments
  • Experience with MS Office Tools (especially Excel)
  • Good analytical skills, able to write and interpret MI/data

3. BA in Applied Mathematics with 5 years of Experience

  • Experience in the IT or financial service industries in an analyst or similar role
  • Be fluent in spoken and written English
  • Ability to work with various tools, systems, and methodologies
  • Experience and certification with CRM tools or any other IT systems, Lean/Agile methodologies
  • Strong analytical problem-solving ability
  • Good communication skills, able to manage stakeholders at various levels, including auditors, partners, insurers etc.
  • Talent for IT, including use of SQL and understanding of databases
  • Strong knowledge of Workday Financials including Financial Accounting, Payroll, Procurement, Expenses, Business Assets, Integrations, and Security
  • Highly computer literate with excellent Word, Presentation, and Excel skills
  • Strong leadership and management skills 

4. BA in Financial Management with 6 years of Experience

  • Working experience in business systems analysis
  • Experience in working with or the configuration of enterprise-level ERP, accounting, and financial reporting systems
  • Clear understanding of the underlying data structure and table relationships within the SAP application
  • Familiar with Accounting, Accounts Payable principles, practices and procedures
  • Strong analytical and system design skills, problem recognition, problem solving and a track record of seeing tasks through to successful completion
  • Strong knowledge of query utilities, a general understanding of DBMS, and general SQL concepts
  • Advanced proficiency in the MS Office Suite including Word and Excel
  • Able to be a strong financial leader with proven capability to drive efficiency, profitability, and growth
  • Excellent communication, presentation, and interpersonal skills
  • Highly motivated, results-driven self-starter with good organizational skills, a keen focus on details

5. BA in Accounting with 8 years of Experience

  • Familiarity with SAP programming (ABAP) to work with the SAP technical team
  • Experience with SAP New GL or Simple Finance environments
  • Experience with SAP S4 HANA environments
  • Must have SAP coursework or certification
  • Experience with Basware Purchase to Pay or AP Automation systems configuration or solution design (organization units, API job monitoring, user and role maintenance)
  • Experience with Hyperion Planning (Calculation Manager, Web Forms), Hyperion Essbase (ASO/BSO, Calculation Scripts, Load Rules) and FDMEE
  • Familiarity with other programming or scripting languages (VB, Java, Python, etc.)
  • Familiarity with on-prem client/server and n-tier architectures
  • Familiarity with cloud-based SaaS architectures and API techniques and concepts
  • Experience with Agile project management, SDLC methodologies, ITIL service concepts and practices
  • Experience with reporting tools (MicroStrategy, Business Objects, Tableau)

6. BA in Information Technology with 4 years of Experience

  • Working experience in  Accounting, Finance, and MIS 
  • Advanced MS Excel working knowledge
  • Experience in a corporate setting 
  • Experience working in Workday Finance or another ERP Finance System 
  • Strong knowledge and experience in financial close and/or financial statement preparation
  • Demonstrated experience learning and mastering a new system and reporting capabilities
  • Experience with data gathering, including the ability to translate large amounts of data into actionable insights
  • Demonstrated strong logical and technical troubleshooting and problem-solving skills
  • Demonstrated ability to build relationships with and influence business partners
  • Strong, professional and effective verbal and written communication skills

7. BA in Risk Management with 6 years of Experience

  • Hands-on experience with SAP configuration in SAP FICO, Payroll, and Supply Chain
  • Deep knowledge of SAP configuration elements, transactions, tables, user interface, and system testing/troubleshooting techniques
  • Experience with ERP business information system improvement best practices, standards, and methodologies
  • Experience in eliciting, analyzing, and challenging business requirements, documenting user stories, and researching solution options
  • Demonstrated skills in design and documentation of functional specifications, test plans and scripts, job aids and training materials
  • Strong organizational skills with an ability to effectively handle multiple priorities and projects at one time
  • Ability to obtain and maintain a security clearance
  • Passionate about understanding the data behind the scenes and researching the data using SQL
  • Self-motivated with critical attention to detail and deadlines
  • Ability to adapt well to change in direction and priority in a fast-paced and deadline-oriented environment

8. BA in Financial Engineering with 3 years of Experience

  • Business systems analyst experience in a corporate and retail environment
  • Experience working in a law firm or professional services firm
  • Substantial analytical, evaluative, statistical examination, data mining/collection, and problem-solving skills with a keen attention to detail
  • Ability to analyze and solve problems using learned techniques and tools
  • Excellent project management skills and demonstrated ability to organize and prioritize workload and consistently meet deadlines
  • Exceptional interpersonal and customer service skills
  • Develops and maintains effective working relationships with employees, attorneys, clients, and the public
  • Highly self-motivated and self-directed
  • Able to works independently with minimal supervision
  • Able to overcome major obstacles and recognize when issues should be escalated or a senior peer needs to be consulted

9. BA in Public Finance with 4 years of Experience

  • Demonstrates independent judgment and is expected to provide guidance and cross-training to others
  • Proficiency in Microsoft Office Suite including creating and utilizing spreadsheets as well as accounting system applications
  • Exhibits initiative and innovative thinking and drives best practices
  • Demonstrates attention to detail, accuracy and confidentiality
  • Strong knowledge of structured query language (SQL)
  • In-depth knowledge of financial, time entry, budgeting and cost recovery applications such as Elite 3E, E-Billing Hub, Chrome River, and iTimekeep
  • Good knowledge of reporting software such as SQL Server Reporting Services (SSRS) and Microsoft Power BI
  • Strong skills in business and technical requirements analysis, business process modeling/mapping, methodology development, and data mapping
  • Communicates ideas both verbally and in written form in a clear, concise, and professional manner to all levels of technical and non-technical personnel
  • Good understanding of generally accepted accounting principles as well as firm accounting policies, procedures and standards

10. BA in Financial Planning with 6 years of Experience

  • Professional experience in the implementation of ERP-Finance Systems
  • Experience in data management, business process, FIS/GL/ERP systems management and Workday experience
  • Advanced MS Excel skills, excellent command of pivot tables, V-Lookup, etc.
  • Self-motivated and a strong work ethic and an ability to work independently
  • Excellent verbal and written communication and presentation skills
  • Demonstration of high analytical capacity and intellectual curiosity
  • Able to learn quickly and adapt to a fast-paced, deadline-oriented environment
  • Able to organize, prioritize tasks and take accountability
  • Deadline-oriented with the ability to complete assigned tasks independently
  • Attention to detail and ability to multitask
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