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    Financial Planning and Analysis Job Description

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    SNEHA SARA JOSE 1810118
    This job description outlines the responsibilities of a financial planning and analysis role. The role involves participating in incentive compensation programs including accounting, forecasting, and ad-hoc projects. Additional responsibilities include cash reconciliations, financial reporting and analysis, investigating inconsistencies, and special projects to improve efficiency. The position requires a bachelor's degree in accounting or finance, strong Excel skills, attention to detail, communication skills, and the ability to work independently and think analytically.

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    Financial Planning and Analysis Job Description

    Uploaded by

    SNEHA SARA JOSE 1810118
    22 views2 pages
    This job description outlines the responsibilities of a financial planning and analysis role. The role involves participating in incentive compensation programs including accounting, forecasting, and ad-hoc projects. Additional responsibilities include cash reconciliations, financial reporting and analysis, investigating inconsistencies, and special projects to improve efficiency. The position requires a bachelor's degree in accounting or finance, strong Excel skills, attention to detail, communication skills, and the ability to work independently and think analytically.

    Original Description:

    Financial Planning

    Original Title

    Financial Planning

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    This job description outlines the responsibilities of a financial planning and analysis role. The role involves participating in incentive compensation programs including accounting, forecasting, and ad-hoc projects. Additional responsibilities include cash reconciliations, financial reporting and analysis, investigating inconsistencies, and special projects to improve efficiency. The position requires a bachelor's degree in accounting or finance, strong Excel skills, attention to detail, communication skills, and the ability to work independently and think analytically.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    22 views2 pages

    Financial Planning and Analysis Job Description

    Uploaded by

    SNEHA SARA JOSE 1810118
    This job description outlines the responsibilities of a financial planning and analysis role. The role involves participating in incentive compensation programs including accounting, forecasting, and ad-hoc projects. Additional responsibilities include cash reconciliations, financial reporting and analysis, investigating inconsistencies, and special projects to improve efficiency. The position requires a bachelor's degree in accounting or finance, strong Excel skills, attention to detail, communication skills, and the ability to work independently and think analytically.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 2

    Financial planning and analysis job description

     Participate in compensation management, semi-annual incentive compensation


    payments.Provide financial and analytical support for the incentive compensation accounting
    and forecasting processes. Respond to ad-hoc projects related to incentive compensation
    program
     Assist with the new business process and working with Finance and Business Managers.
     Cash reconciliations, payment date accounting, monthly reporting and report production,
    daily modeling, analysis and reporting and financial Analysis.
     Responsible for the day- to-day general ledger accounting and reconciliation, financial
    reporting and analysis for assigned functional areas.
     Research and resolve Business Unit(s) inquiries for assigned functional areas.
     Perform monthly balance sheet, income statement and changes in financial
    position/budget variance analysis
     Investigate and report to the Manager any inconsistencies or improprieties.
     Analyze data to ensure proper accounting procedures have been followed
     Prepare financial reports, charts, tables and other exhibits as requested
     Train new employees and ensure training material/documentation is kept current
     Responsible for performing special projects to improve process efficiency and
    performance Projects as assigned by Management
     Provide timely, relevant and accurate reporting & analysis of the results of the division’s
    performance against historical, budgeted, forecasted and strategic planning results to
    facilitate decision-making toward the achievement of the budget and strategic plan.
     Maintain and develop various financial models and standard templates distributed for use
    by all of Finance during the planning processes, ensuring quality, accuracy and focused
    analytic review.

    Skills & qualifications required


    The financial analyst position in accounting and audit services demands following skills and
    qualifications.

     A Bachelor’s degree in Accounting or Finance. CPA/MBA preferred.


     Thorough understanding of Generally Accepted Accounting Principles (GAAP). Knowledge
    of Statutory accounting principles.
     Must have extremely strong MS Excel skills
     Strong organizational skills and attention to detail
     Ability to multi-task and work in a challenging fast paced environment
     Excellent written and verbal communication skills
     Maturity, professionalism, and high level of discretion are required
     Knowledge of procedural controls and data validation techniques required
     Strong work ethic with a positive, can-do attitude
     Independent worker and analytical thinker with an ability to conduct research, data analysis
    and resolve complex problems
     Strong presence with the ability to interact with Senior Leadership.
     Financial modeling expertise a plus

    PARAMETERS

     attitude and your willingness to learn


     school and college grades
     Communication skills
     Confidence
     Flexibility and Compatibility
     Technical knowledge
     knowledge of profile

     Work History

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