FINANCIAL ANALYST

1. A FINANCIAL ANALYST
(WEARER OF MANY HATS)

2. A FINANCIAL ANALYST IS AN ACCOUNTANT
DUTIES PERFORMED AS AN ACCOUNTANT

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 AND
RECEIVABLE BEFORE POSTING TO THE GENERAL LEDGER
PERFORMING MONTHLY ACCOUNT ANALYSIS, ACCRUING FOR
MONTH-END EXPENSES SUCH AS AMORTIZATION, DEPRECIATION
AND INTEREST CHARGES AND ALL OTHER ADJUSTMENTS TO
ENSURE GAAP COMPLIANCE
RECONCILING THE BANK ACCOUNT ON A MONTHLY BASIS
ENSURING THE TRIAL BALANCE REFLECTS ALL MONTHLY
ENTRIES BEFORE CLOSING AND PREPARING THE FINANCIAL
STATEMENTS

4. T E DUT S OF A GE RAL ACCOUNT
H IE NE ANT
(MONTH-END PROCEDURES PERFORMED )
PREPARE AND SUBMIT ALL PERIODICAL TAX
REMITTANCES
PREPARE ALL FINANCIAL STATEMENTS INCLUDING
INCOME STATEMENT, BALANCE SHEET, CASH FLOW, AND
EQUITY STATEMENTS
PREPARE VARIANCE ANALYSIS REPORTS
PREPARE ANY AD-HOC ANALYTICAL REPORTS AS
REQUESTED BY MANAGAMENT

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 FOR
EXPLANATIONS AND ADDITIONAL SUPPORTING
DOCUMENTATION TO ENSURE SUCCESSFUL COMPLETION
OF AUDITS
WORK WITH VARIOUS LEVELS OF MANAGEMENT TO
OBTAIN AUTHORIZATION, FEEDBACK AND COMPLIANCE
WITH ORGANIZATIONAL POLICIES

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 MANAGEMENT
SKILLS
GOOD MULT-TASKING SKILLS
GOOD COMPUTER SKILLS
GOOD PUBLIC RELATIONAL SKILL
FAST LEARNER
SELF-MOTIVATED
GOAL SEEKER – GETTING THE JOB DONE, FOCUSING ON
PRODUCTIVITY, EFFICIENCY, EFFECTIVENESS AND
TIMELINESS

7. LEADERSHIP AND
MENTORING
• TRAIN STAFF ON NEW SYSTEMS AND WORK
PROCEDURES
• HIRE NEW RECRUITS
• DO ANNUAL PERFORMANCE REVIEW OF SUPERVISED
STAFF
• MONITOR STAFF FOR PRODUCTIVITY, TIMELINESS AND
CUSTOMER SERVICE
• DEAL WITH ESCALATED EVENTS ARISING FROM
UNRESOLVED ISSUES RESULTING FROM CLIENT SERVICE
INTERACTIONS – BOTH INTERNAL AND EXTERNAL

8. UPDATING SYSTEMS AND WORK
FLOW
IMPROVING PROCESSES AND PROCEDURES THROUGH
ANALYSIS OF SYSTEMS, WORK FLOW PRODUCTIVITY AND
PERSONNEL, DEFINING EFFECTIVE AND REALISTIC METHODS
OF IMPROVEMENT SO THAT RESULTS POSITIVELY IMPACT AN
ORGANIZATION’S BOTTOM LINE.
THIS PROCESS OF UPDATING THE INTERNAL BUSINESS
STRUCTURE, SYSTEMS AND HUMAN RESOURCES, POSITIONS
THE ORGANIZATION FOR SUCCESS AND EXPANSION IN AN
EVER CHANGING ECONOMIC BACKDROP, DOMESTICALLY OR
GLOBALLY.

9. SOME RESOURCES FOR UPDATING SKILLS
http://education-
portal.com/articles/8_Colleges_and_Universities_Offering_Fre
e_Accounting_Courses_Online.html
http://www.accountingcoach.com/
http://www.youtube.com/user/AccountingTutor
http://www.youtube.com/user/iNinjaNotes/videos?view=0

10. OMMA RAMPERSAD, BA
CONTACT AT
orampersad@rogers.com
LINKEDIN PROFILE:
ca.linkedin.com/pub/omma-rampersad/2a/ba2/55b
http://youtu.be/Y6YMkDS-z-U