Associate financial analysts are in charge of analyzing financial information on behalf of their company. They are responsible for conducting and processing large amounts of financial data on a regular basis. They create detailed reports based on their observations and analysis results. One of their main duties includes reviewing and updating financial information in company workbooks. In addition, they perform quality reviews to identify financial discrepancies. They strive to find a prompt solution, but they escalate issues as needed. They maintain documents for controls, depending on assigned operations of the project. Associate financial analysts provide support to ledger balances and find financial results. They also perform reconciliation of balances and transactions. They follow strict financial and privacy procedures to maintain ethical positions. These individuals also participate in audits to monitor the process in a controlled environment. These individuals provide financial advice for forecasting activities.
They possess strong analytical skills and pay close attention to detail. They can multitask on a variety of projects and share information with other associate analysts to reach all project goals before deadlines. They are organized, keep accurate records in a personal computer, and modify company databases for future reference. Associate financial analysts are proficient with financial model software. In addition, they are well versed with office applications such as word processing and spreadsheet programs to make calculations. They have excellent communication abilities to interpret and relay important ideas.
A bachelor's degree in finance, economics, or a related field is required for this position. Previous years in an analyst capacity can be helpful. Industry certifications are a plus.
Associate Financial Analyst Tasks
Collect data from key acquisition stakeholders and compiles for management.
Schedule and administer internal calls with key acquisition stakeholders.
Coordinate logistics for onsite functional due diligence.
Prepare company profiles of potential acquisition targets.
Maintain mergers and acquisitions database.