Financial Analyst

**Who We Are**

**SUMMARY**

The Financial Analyst I provides standard transactional support for a process within an accounting cycle, can communicate with concerned parties pertaining to transactions and provides support/input for analysis.

**KEY DUTIES & RESPONSIBILITIES**

Accounting
- Provides standard transactional support for a process within an Accounting cycle or client account / product line
- Ability to complete and resolve assigned basic account reconciliations independently.Identifies issues or discrepancies in basic transactional accounting.
Accounting Policy

Understand GAAP requirements relevant to the financial cycle or portfolio supportedAudit Support and Controls
- Basic understanding of audit and internal control requirements
- Maintains accurate and complete records for auditsGathers audit support data upon request
Financial Systems
- Entry level knowledge of current accounting systems and MS Office suite of software
- Basic understanding of the interactions between financial systems related to the portfolio supportedAble to work with IT and operational teams on basic system setups
Planning/Forecasting
- Simple data extracts to support the preparation of forecastsProvides relevant trending analysis to support the preparation of forecasts
Analysis

Responds to internal requests for simple ad hoc analysis with guidance from senior team membersReporting
- Support preparation of internal reportsProvides support/input into basic business cases
Scope / Complexity
- Single, high volume or multiple, low volume portfoliosWith standard transactions
Interaction with Concerned Parties
- Some Concerned parties interaction with transactional level dataGenerate routine transactional data to support operational decision making

Financial Management/Contract Interpretation
- Awareness of financial obligations of portfolioSupports delivery of contract/portfolio deliverables of a financial nature in a timely and efficient manner, in areas of less complexity
- Process Adherence / Implementation

Understand basic business processes and ensures compliance and ensures appropriate documentationProblem Solving

Identification of basic issues or discrepanciesTechnical and Business Knowledge
- Has demonstrated a curiosity for the industry and business which they support.Has made initial connections with operational counterparts in support of transactional processes.

**KNOWLEDGE & SKILLS**
- College/University graduation or professional certification (e.g., CPA, CMA, CGA or equivalent courses)
- Minimum of 1 to 3 years of related experience.
- Ability to prepare month end journal entries to support proper transaction reporting
- Basic understanding of the interactions between sub ledger and general ledger
- Understanding of audit requirements
- Ability to identify issues or discrepancies in basic transactional accounting
- Ability to communicate processes and procedures within the team and to internal customers
- Ability to prepare basic memos and provide basic variance explanations.
- Entry level knowledge of current accounting systems and MS Office suite of software

**Licenses and/or Professional Accreditation**

Registered in an Accounting designation program (CGA, CMA)

At BGIS we believe that diversity and inclusion is a key business driver, such that we never lose sight of its importance as it is woven into the fabric of our organization. We are committed to maintaining a barrier-free recruitment process by providing equal employment opportunities through recruiting and retention of individuals of all backgrounds. We recognize that promoting diversity is an essential component of our continuing pursuit for organizational success

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