FUNDING ANALYST SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Updated: Jun 14, 2025 - The Funding Analyst has strong analytical skills and attention to detail, ensuring accurate processing of information and effective decision-making. Excellent communication abilities facilitate the clear transmission and interpretation of ideas, information, and needs. Adaptability, organizational skills, and a problem-solving mindset support the efficient management of multiple projects and dynamic work environments.

Essential Hard and Soft Skills for a Standout Funding Analyst Resume
  • Reinsurance Contract Analysis
  • Billing and Collections
  • Risk Mitigation
  • Financial Modeling
  • Cash Forecasting
  • Liquidity Reporting
  • Credit Assessment
  • Loan Booking
  • Policy Development
  • Funding Research
  • Cross-Department Coordination
  • Third-Party Coordination
  • Investment Presentation
  • Partner Management
  • Team Coaching
  • Relationship Building
  • Communication
  • Presentation Skills
  • Writing
  • Team Collaboration

Summary of Funding Analyst Knowledge and Qualifications on Resume

1. BA in Finance with 1 year of Experience

  • Experience working in a professional work environment, preferably within a bank or financial institution work setting
  • Entry level/basic professional skills or knowledge
  • Customer service experience
  • Familiarity with financing products, including dealer loans, leasing options, and related financial terms.
  • Understanding of industry regulations and company policies to ensure compliance in all financial transactions.
  • Ability to identify discrepancies, resolve issues, and follow up to ensure resolutions are accurate and timely.
  • Basic to Intermediate PC Skills, including all Microsoft Applications (primarily Excel/Word), and strong data entry skills.
  • Basic Accounting skills and firm mathematical skills.
  • Ability to work efficiently and effectively within a fast-paced, team-oriented environment while maintaining a high level of accuracy.
  • Ability to exhibit the willingness to cooperate with internal/external business partners, resolve interpersonal conflicts quickly while maintaining a big-picture vision of oneself and the team, and portray leadership characteristics 
  • Sustain a professional appearance, attitude/demeanor, and communication at all times.

2. BA in Risk Management with 3 years of Experience

  • Related accounting and/or finance experience
  • Experience with Software-as-a-Service and other Recurring Revenue businesses
  • Oracle or similar ERP software experience
  • Solid balance between accounting, auditing, process discipline, and financial analysis skills
  • Analyze financial or system data, utilize information to improve system solutions that will mitigate risk as well as improve efficiency.
  • Advanced Excel Skills including synthesizes data with a high degree of accuracy, efficiency, and organization, efficiently applies Finance, Logical, Date/Time, Lookup, Math, and Stat functions, power user lookup functions (index, array, match, indirect) 
  • Firm Understanding of Finance and Accounting
  • Excellent written/verbal communication skills and effectively communicates results of work
  • Highly organized and able to manage competing priorities
  • Produces pro-quality deliverables both in accuracy and presentation
  • Able to succeed as part of a team, as well as adapt quickly and learn new tasks independently
  • Must have Customer Service Mindset
  • Demonstrates ability to manage projects and people

3. BA in Accounting with 5 years of Experience

  • Understanding of the necessity and value of accuracy and attention to detail, ability to process information with high levels of accuracy.
  • Understanding of the issues related to the decision-making process, ability to analyze situations fully and accurately and reach productive decisions.
  • Understanding of effective communication concepts, tools, and techniques, ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
  • Knowledge of successful approaches, tools, and techniques for dealing with changes and adapting to a changing environment, ability to adapt as needed.
  • Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
  • Knowledge of major functional processes and associated operating requirements, ability to apply this knowledge appropriately to diverse situations.
  • Knowledge of and ability to bring a reported problem to successful resolution.
  • Knowledge of major products and services and product and service groups, ability to apply this knowledge appropriately to diverse situations.
  • Knowledge of and ability to design, implement, and evaluate standard operating procedures affecting daily and strategic business operations to increase operational efficiency.
  • Strong interpersonal, written, and verbal communication skills.
  • Excellent decision-making capabilities.
  • Strong attention to detail and organizational skills.
  • Willingness to quickly adapt to changes in work assignments, systems, or industry trends.
Relevant Information
Funding Manager Skills, Experience, and Job Requirements