Financial Analyst – Submission Review
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Job Description
Remote financial analyst reviewing financial submissions for UK/Australian entities undergoing viability assessments. Reconciling statements, mapping data, requesting clarifications, and supporting analyst teams.
Responsibilities:
- Review submissions from entities undergoing financial viability assessments
- Verify entity details against customer-provided information
- Ensure questions are fully and correctly answered and supporting documentation is accurate and correctly formatted
- Check that information is current and provided within acceptable timeframes
- Review and reconcile financial information, including entity names, reporting periods, completeness of financial statements, and supporting notes and reports
- Read financial statement notes, accountant statements, and auditor reports to understand the financial statements
- Check Balance Sheet reconciliation, figures, income, expenses, and accounts across periods
- Highlight concerns and key assessment points clearly and concisely
- Maintain high accuracy and quality control
- Extract relevant financial-statement pages and upload and map financial information to the digital platform
- Verify digitisation and capture of numbers and line items
- Map income, expenses, assets, liabilities, and equity accounts to relevant assessment fields
- Complete a Google Sheet for platform upload
- Apply knowledge of Australian Financial Statements, Corporate Structures, and the assessment process
- Request clarifications and additional information from assessed entities and customers
- Communicate with external accountants, internal accounts teams, financial managers, CFOs, company directors, and administrators via email
- Communicate relevant information, concerns, and issues to the Analyst Team
Requirements:
- Strong attention to detail and accuracy
- Ability to analyse and interpret Financial Statements
- Excellent written communication skills
- Strong organisational and time management skills
- Ability to manage multiple submissions simultaneously
- Ability to work independently in a remote environment
- Experience reviewing UK Financial Statements or documentation preferred
- Experience in Quality Assurance Processes preferred
- High level of integrity and professionalism
- Collaborative team member who supports others when required
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