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Financial analyst

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FINANCIAL ANALYST

Published in: Business, Economy & Finance
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Financial analyst

  1. 1. A FINANCIAL ANALYST (WEARER OF MANY HATS)
  2. 2. A FINANCIAL ANALYST IS AN ACCOUNTANTDUTIES PERFORMED AS AN ACCOUNTANT
  3. 3. T E DUT S OF A GE RAL ACCOUNT H IE NE ANT DAY TO DAY MAINTENANCE OF THE LEDGER)REVIEWING ACCOUNT CODINGS FOR ACCOUNTS PAYABLE ANDRECEIVABLE BEFORE POSTING TO THE GENERAL LEDGERPERFORMING MONTHLY ACCOUNT ANALYSIS, ACCRUING FORMONTH-END EXPENSES SUCH AS AMORTIZATION, DEPRECIATIONAND INTEREST CHARGES AND ALL OTHER ADJUSTMENTS TOENSURE GAAP COMPLIANCERECONCILING THE BANK ACCOUNT ON A MONTHLY BASISENSURING THE TRIAL BALANCE REFLECTS ALL MONTHLYENTRIES BEFORE CLOSING AND PREPARING THE FINANCIALSTATEMENTS
  4. 4. T E DUT S OF A GE RAL ACCOUNT H IE NE ANT (MONTH-END PROCEDURES PERFORMED )PREPARE AND SUBMIT ALL PERIODICAL TAXREMITTANCESPREPARE ALL FINANCIAL STATEMENTS INCLUDINGINCOME STATEMENT, BALANCE SHEET, CASH FLOW, ANDEQUITY STATEMENTSPREPARE VARIANCE ANALYSIS REPORTSPREPARE ANY AD-HOC ANALYTICAL REPORTS ASREQUESTED BY MANAGAMENT
  5. 5. T E DUT S OF A GE RAL ACCOUNT H IE NE ANT ( YEAR-END PROCEDURES PERFORMED )PREPARE ANNUAL BUDGETSPREPARE ANNUAL WORKING PAPER FILESWORK WITH AUDITORS, ANSWERING ALL REQUESTS FOREXPLANATIONS AND ADDITIONAL SUPPORTINGDOCUMENTATION TO ENSURE SUCCESSFUL COMPLETIONOF AUDITSWORK WITH VARIOUS LEVELS OF MANAGEMENT TOOBTAIN AUTHORIZATION, FEEDBACK AND COMPLIANCEWITH ORGANIZATIONAL POLICIES
  6. 6. T E DUT S OF A GE RAL ACCOUNT H IE NE ANT ( SKILLS USED TO GET THE JOB DONE )EXCELLENT ORGANIZATIONAL AND TIME MANAGEMENTSKILLSGOOD MULT-TASKING SKILLSGOOD COMPUTER SKILLSGOOD PUBLIC RELATIONAL SKILLFAST LEARNERSELF-MOTIVATEDGOAL SEEKER – GETTING THE JOB DONE, FOCUSING ONPRODUCTIVITY, EFFICIENCY, EFFECTIVENESS ANDTIMELINESS
  7. 7. LEADERSHIP AND MENTORING• TRAIN STAFF ON NEW SYSTEMS AND WORKPROCEDURES• HIRE NEW RECRUITS• DO ANNUAL PERFORMANCE REVIEW OF SUPERVISEDSTAFF• MONITOR STAFF FOR PRODUCTIVITY, TIMELINESS ANDCUSTOMER SERVICE• DEAL WITH ESCALATED EVENTS ARISING FROMUNRESOLVED ISSUES RESULTING FROM CLIENT SERVICEINTERACTIONS – BOTH INTERNAL AND EXTERNAL
  8. 8. UPDATING SYSTEMS AND WORK FLOWIMPROVING PROCESSES AND PROCEDURES THROUGHANALYSIS OF SYSTEMS, WORK FLOW PRODUCTIVITY ANDPERSONNEL, DEFINING EFFECTIVE AND REALISTIC METHODSOF IMPROVEMENT SO THAT RESULTS POSITIVELY IMPACT ANORGANIZATION’S BOTTOM LINE.THIS PROCESS OF UPDATING THE INTERNAL BUSINESSSTRUCTURE, SYSTEMS AND HUMAN RESOURCES, POSITIONSTHE ORGANIZATION FOR SUCCESS AND EXPANSION IN ANEVER CHANGING ECONOMIC BACKDROP, DOMESTICALLY ORGLOBALLY.
  9. 9. SOME RESOURCES FOR UPDATING SKILLShttp://education-portal.com/articles/8_Colleges_and_Universities_Offering_Free_Accounting_Courses_Online.htmlhttp://www.accountingcoach.com/http://www.youtube.com/user/AccountingTutorhttp://www.youtube.com/user/iNinjaNotes/videos?view=0
  10. 10. OMMA RAMPERSAD, BACONTACT ATorampersad@rogers.comLINKEDIN PROFILE:ca.linkedin.com/pub/omma-rampersad/2a/ba2/55bhttp://youtu.be/Y6YMkDS-z-U

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