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What Should a Finance Analyst Know?

A financial analyst should poses Bachelor’s degree in accounting, business, economics or related field. He/she should also possess the following skills;

  • Basic familiarity with Microsoft Office suite, especially Excel
  • Basic familiarity with UCB financial systems (such as journal entries, data look up), including BFS/BAIRS, HCM, etc.
  • Internet and computer literacy
  • Proficiency in business applications, such as Microsoft Office suite, especially Excel
  • Basic familiarity with reporting and query tools
  • Advanced proficiency in business applications, such as Microsoft Office suite, especially Excel (such as pivots, lookups, nested formulas)
  • Advanced proficiency with cross-functional enterprise financial systems and interdependencies
  • Advanced proficiency with query and reporting tools
  • Intermediate knowledge of software features such as Smartview
  • Intermediate to advanced knowledge of presentation and project management software or tools
  • Likely act as a subject matter expert for unit in certain advanced features of Excel, use of enterprise financial systems, or query and reporting tools.

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