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Finance Data Analyst
Ref No.: 18-14289
Location: Foster City, California
Title-Financial Data Analyst
Location-Foster City CA
Duration- 2 months, possible conversion consideration
 
Description:
(3-7 years of experience)The main function of a financial analyst is conduct quantitative analyses of information affecting investment programs of public or private institutions. A typical financial analyst is responsible for analyzing and communicating financial information for clients. An entry level financial analyst typically has a Bachelor's degree and experience with budget analysis and financial and investment planning. As the levels progress, the years of experience increase along with leadership expectations, with the introduction of a supervisory role at Level 4. The technical skills, including the ability to provide guidance and consult clients on assets and investments, increase across levels, starting from basic at Level 1 to expert at Level 5.
 
Must have skills              
4-6yrs experience in Financial Data Analyst (metrics & data analytics) / auditing experience / oracle / concur / excel (pivot table)
 
Nice to have skills          
Big 4 consulting experience / salesforce / SQL / Sharepoint / CISA / CPA
 
Roles and responsibilities          
Provide financial data analysis and metrics / auditing (concur, oracle)
 
Education/Experience
o Bachelor's degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred.
o 3-7 years financial and/or accounting experience required
 
Responsibility level
o Exercises independent judgment with minimal direction from supervisor
 
Skills
o Verbal and written communication skills, attention to detail, and critical thinking (Required)
o Expert ability to work independently and manage one's time (Required)
o Expert ability to analyze business trends and project future revenues and expenses (Typically required)
o Expert knowledge of economic and accounting principles, the financial markets, and reporting of financial data (Typically required)
o Expert knowledge of federal, state, and company policies, procedures and regulations as related to accounting (Required)
o Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related financial software (Required)
 
Major Job Duties and Responsibilities:
o Provide client with recommendations based on business forecast, and industry and economic conditions
o Present financial findings to client including data affecting investment programs, such as price, yield, stability and future trends in investment risks
o Present oral and written reports on general economic trends, individual corporations and entire industries
o Recommend investments and investment timing to companies, investment firm staff, or the investing public
o Prepare plans of action for investment based on financial analyses
o Determine the prices at which securities should be syndicated and offered to the public