OUR SERVICES: FINANCIAL DATA EXPERTS

Financial Data Analyst

What Does a Financial Data Analyst do?

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Tier 1

.

 1 to 2
years of
experience

Tier 2

.

 3 to 5
years of
experience

Tier 3

.

 > 5
years of
experience

ABOUT THE ROLE

Roles and Responsibilities

  • Expertise in bookkeeping, including bank reconciliations and accounts payable and receivable.
  • Strong understanding of financial statements and their use in analyzing business performance, including balance sheets, income statements, and cash flow statements
  • Excellent knowledge of accounting standards, principles, and procedures
  • Preparing a trial balance for the accountants
  • Preparing financial reports by collecting, analyzing, and summarizing accounting for information
  • Supporting the clients with a consultative mindset

Day-to-Day Duties

  • General Ledger/ Balance Sheet Reconciliations
  • Running payroll and generating invoices
  • Journal entries and general ledger accounting.
  • Proficiency with QuickBooks, Excel, and other accounting software programs
  • Maintaining records of financial transactions

SKILLS AND TOOLS

Soft Skills

  • Strong analytical skills
  • Strong work-ethic
  • Process-oriented person
  • Customer Service skills
  • Ability to multitask
  • Presentation Skills
  • Time management
  • Strategic thinking

Hard Skills

  • One
  • Two
  • Three
  • Four
  • Five
  • Six

Tools

Quickbooks 70%
Advanced Excel 90%
Reporting Tools 80%

Education

Common Educational Backgrounds and Careers for this Role:

  • Public Accounting
  • Business administration
  • Forensic Finance
  • Other
  • Other
  • Public Accounting
  • Business administration
  • Forensic Finance
  • Other
  • Other

CANDIDATES TESTS

Tests & Evaluations for Candidates

QuickBooks

QuickBooks Online (UK and US version) test to hire

8/10

Bookkeepers, accountants, financial clerks, financial managers, business and clerical administrators.

GAAP

Use the Financial accounting (US GAAP) test to hire

8/10

Bookkeepers, accounts assistants, financial accountants, financial managers, and other roles requiring a good grasp of financial accounting.

IFRS

Use the Financial accounting (IFRS) test to hire

8/10

Bookkeepers, accounts assistants, financial accountants, financial managers, and other roles requiring a good grasp of financial accounting.