4tasks in this job
21skills it uses
4tools named
The skills this job leans on most
- 1Explaining how business events flow into accounting recordsNeeded in 4 of 4 tasks
- 2Analysing costs, allocation and margin driversNeeded in 3 of 4 tasks
- 3Interpreting budgets and planning assumptionsNeeded in 2 of 4 tasks
- 4Reconciling finance subledgers and close recordsNeeded in 2 of 4 tasks
- 5Testing the completeness and accuracy of reports and data that controls rely onCore to this role
ToolsMicrosoft ExcelMicrosoft Power BIJedoxPower QuerySAP S/4HANAOracle NetSuiteOracle Hyperion and Oracle EPM Cloud (Planning, HFM, FCCS, EPBCS)
All 4 tasks, where people get stuck and all 21 skills
Tasks
- Investigate variance of actuals against budget or forecast
- Reconcile and substantiate balance sheet accounts at period close
- Reconcile payroll to finance postings
- Produce an accountable operating budget
Where people get stuck
All skills
- Explaining how business events flow into accounting records
- Reconciling finance subledgers and close records
- Assessing data source credibility and fitness for a question
- Calculating and verifying KPIs against their specification
- Combining tables safely: cardinality, fan-out and conservation of totals
- Comparing periods consistently
- Designing and validating digital analytics event measurement
- Diagnosing data quality exceptions
- Escalating unresolved risks with evidence and clear ownership
- Establishing and declaring data grain
- Interpreting averages, weighted measures and mix effects
- Interpreting financial statements and ratios for decisions
- Interpreting trends and seasonality
- Investigating procurement spend leakage and duplicate commitments
- Judging the materiality of defects and deficiencies for the intended use
- Reading business metrics
- Reading data tables: rows, fields, types and units
- Reconciling conflicting reports
- Running sensitivity and break-even analysis on model assumptions
- Tracing data lineage upstream and downstream
- Validating records by matching, recomputation and end-to-end tracing
Paths to start
Tool Path
Excel for Analysis and Decision Models
Build and check Excel workbooks others can trust.
- Modules
- 5 open
- Runs in
- Your browser
Skill Path
Business Data Controls and Reconciliation
Design, test and operate controls and reconciliations.
- Modules
- 5 open
- Practice data
- Raket Parts
Coming soonFinancial Modelling and Decision Support
7tasks in this job
66skills it uses
7tools named
The skills this job leans on most
- 1Analysing costs, allocation and margin driversNeeded in 4 of 7 tasks
- 2Reconciling finance subledgers and close recordsNeeded in 4 of 7 tasks
- 3Variance analysisNeeded in 2 of 7 tasks
- 4Analysing business drivers and contributionsNeeded in 2 of 7 tasks
- 5Interpreting budgets and planning assumptionsNeeded in 2 of 7 tasks
ToolsMicrosoft ExcelMicrosoft Power BIJedoxPower QuerySAP S/4HANAOracle NetSuite+ 1 more
All 7 tasks, where people get stuck and all 66 skills
Tasks
- Investigate variance of actuals against budget or forecast
- Reconcile and substantiate balance sheet accounts at period close
- Reconcile payroll to finance postings
- Reconcile booked, fulfilled, billed and recognised revenue across CRM, ERP and finance records
- Produce an accountable operating budget
- Automate a recurring reporting or data task with controls and a named owner
- Set and review cost allocation rules and costing methods
Where people get stuck
- Explaining how business events flow into accounting records
- Running sensitivity and break-even analysis on model assumptions
All skills
- Analysing business drivers and contributions
- Analysing costs, allocation and margin drivers
- Interpreting budgets and planning assumptions
- Reconciling finance subledgers and close records
- Variance analysis
- Analysing pay equity with raw and adjusted pay gaps
- Analysing working-capital drivers and cash conversion
- Assessing data source credibility and fitness for a question
- Assigning and operating data ownership and stewardship
- Building data protection by design into data products and pipelines
- Building decision-focused reports and dashboards
- Building driver-based financial forecasts
- Calculating and verifying KPIs against their specification
- Combining tables safely: cardinality, fan-out and conservation of totals
- Communicating quantified uncertainty
- Comparing periods consistently
- Constructing a controlled cash-flow plan
- Designing and comparing decision scenarios
- Designing and validating digital analytics event measurement
- Designing and versioning data contracts for consumers
- Designing auditable decision models
- Designing automated pipelines and processes that fail safely and recover
- Designing efficient and reproducible investigations
- Designing semantic models for governed analytics
- Diagnosing data quality exceptions
- Diagnosing forecast accuracy and bias and comparing methods fairly
- Diagnosing operational handoffs and flow
- Escalating unresolved risks with evidence and clear ownership
- Establishing and declaring data grain
- Estimating accruals, provisions and expected credit loss under accounting policy
- Explaining how business events flow into accounting records
- Facilitating evidence-led retrospectives and corrective actions
- Forecasting business trends and turning points for planning
- Gating releases on evidence with rollback ready
- Governing shared data definitions
- Identifying keys and testing referential integrity
- Influencing change without formal authority
- Interpreting averages, weighted measures and mix effects
- Interpreting financial statements and ratios for decisions
- Interpreting trends and seasonality
- Interpreting workforce metrics and populations
- Investigating anomalies
- Investigating procurement spend leakage and duplicate commitments
- Judging the materiality of defects and deficiencies for the intended use
- Mapping entity results and eliminating intercompany balances in consolidation
- Mapping stakeholders' decisions, constraints and needs
- Monitoring data quality and freshness in production
- Presenting and defending evidence-based recommendations to decision-makers
- Reading business metrics
- Reading data tables: rows, fields, types and units
- Recognising statutory incident reporting duties and deadlines
- Reconciling conflicting reports
- Repairing data defects reversibly under owner authority
- Running sensitivity and break-even analysis on model assumptions
- Setting and reviewing reliability objectives and error budgets for data and AI services
- Specifying BI measure semantics: additivity, aggregation and time
- Specifying decision-useful reports
- Standardising and cleaning data under agreed rules
- Testing changes to data services and business systems for business meaning and downstream impact
- Testing competing explanations with discriminating evidence
- Testing investment business cases under uncertainty
- Tracing data lineage upstream and downstream
- Validating records by matching, recomputation and end-to-end tracing
- Working through stakeholder conflict over evidence and responsibility
- Writing data quality rules
- Writing evidence-led findings and auditable recommendations with their limits
Paths to start
Tool Path
Excel for Analysis and Decision Models
Build and check Excel workbooks others can trust.
- Modules
- 5 open
- Runs in
- Your browser
Skill Path
KPI, Variance and Performance Analysis
Explain performance against plan with variance decomposition and driver trees.
- Modules
- 5 open
- Practice data
- Raket Parts
Skill Path
Business Data Controls and Reconciliation
Design, test and operate controls and reconciliations.
- Modules
- 5 open
- Practice data
- Raket Parts
Coming soonFinancial Modelling and Decision Support
8tasks in this job
73skills it uses
9tools named
The skills this job leans on most
- 1Analysing costs, allocation and margin driversNeeded in 5 of 8 tasks
- 2Reconciling finance subledgers and close recordsNeeded in 4 of 8 tasks
- 3Variance analysisNeeded in 3 of 8 tasks
- 4Analysing business drivers and contributionsNeeded in 3 of 8 tasks
- 5Interpreting budgets and planning assumptionsNeeded in 3 of 8 tasks
ToolsSAP S/4HANAMicrosoft Power BIOracle NetSuiteSage (50, 200, X3)Microsoft ExcelMicrosoft Project+ 3 more
All 8 tasks, where people get stuck and all 73 skills
Tasks
- Investigate variance of actuals against budget or forecast
- Reconcile and substantiate balance sheet accounts at period close
- Reconcile payroll to finance postings
- Build a defensible business case
- Reconcile booked, fulfilled, billed and recognised revenue across CRM, ERP and finance records
- Produce an accountable operating budget
- Automate a recurring reporting or data task with controls and a named owner
- Set and review cost allocation rules and costing methods
Where people get stuck
- Testing the completeness and accuracy of reports and data that controls rely on
- Explaining how business events flow into accounting records
All skills
- Analysing business drivers and contributions
- Analysing costs, allocation and margin drivers
- Interpreting budgets and planning assumptions
- Reconciling finance subledgers and close records
- Variance analysis
- Analysing pay equity with raw and adjusted pay gaps
- Analysing working-capital drivers and cash conversion
- Assessing data source credibility and fitness for a question
- Assigning and operating data ownership and stewardship
- Building data protection by design into data products and pipelines
- Building decision-focused reports and dashboards
- Building driver-based financial forecasts
- Calculating and verifying KPIs against their specification
- Combining tables safely: cardinality, fan-out and conservation of totals
- Communicating quantified uncertainty
- Comparing periods consistently
- Constructing a controlled cash-flow plan
- Designing and comparing decision scenarios
- Designing and validating digital analytics event measurement
- Designing and versioning data contracts for consumers
- Designing auditable decision models
- Designing automated pipelines and processes that fail safely and recover
- Designing efficient and reproducible investigations
- Designing semantic models for governed analytics
- Diagnosing data quality exceptions
- Diagnosing forecast accuracy and bias and comparing methods fairly
- Diagnosing misleading data visualisations
- Diagnosing operational handoffs and flow
- Disclosing AI contribution to professional work
- Escalating unresolved risks with evidence and clear ownership
- Establishing and declaring data grain
- Estimating accruals, provisions and expected credit loss under accounting policy
- Explaining how business events flow into accounting records
- Facilitating evidence-led retrospectives and corrective actions
- Forecasting business trends and turning points for planning
- Gating releases on evidence with rollback ready
- Giving specific developmental feedback on data and AI work
- Governing shared data definitions
- Identifying keys and testing referential integrity
- Independently checking analytical conclusions and claims
- Influencing change without formal authority
- Interpreting averages, weighted measures and mix effects
- Interpreting financial statements and ratios for decisions
- Interpreting trends and seasonality
- Interpreting workforce metrics and populations
- Investigating anomalies
- Investigating procurement spend leakage and duplicate commitments
- Judging the materiality of defects and deficiencies for the intended use
- Mapping entity results and eliminating intercompany balances in consolidation
- Mapping stakeholders' decisions, constraints and needs
- Monitoring data quality and freshness in production
- Presenting and defending evidence-based recommendations to decision-makers
- Reading business metrics
- Reading data tables: rows, fields, types and units
- Recognising statutory incident reporting duties and deadlines
- Reconciling conflicting reports
- Repairing data defects reversibly under owner authority
- Running sensitivity and break-even analysis on model assumptions
- Sampling and reviewing a team's work against standards
- Setting and reviewing reliability objectives and error budgets for data and AI services
- Specifying BI measure semantics: additivity, aggregation and time
- Specifying decision-useful reports
- Standardising and cleaning data under agreed rules
- Testing changes to data services and business systems for business meaning and downstream impact
- Testing competing explanations with discriminating evidence
- Testing investment business cases under uncertainty
- Tracing data lineage upstream and downstream
- Validating records by matching, recomputation and end-to-end tracing
- Verifying AI-assisted outputs against sources
- Verifying reports and dashboards before and after release
- Working through stakeholder conflict over evidence and responsibility
- Writing data quality rules
- Writing evidence-led findings and auditable recommendations with their limits
All tools
- SAP S/4HANA
- Microsoft Power BI
- Oracle NetSuite
- Sage (50, 200, X3)
- Microsoft Excel
- Microsoft Project
- Jedox
- Oracle Hyperion and Oracle EPM Cloud (Planning, HFM, FCCS, EPBCS)
- Power Query
Paths to start
Tool Path
Excel for Analysis and Decision Models
Build and check Excel workbooks others can trust.
- Modules
- 5 open
- Runs in
- Your browser
Skill Path
KPI, Variance and Performance Analysis
Explain performance against plan with variance decomposition and driver trees.
- Modules
- 5 open
- Practice data
- Raket Parts
Skill Path
Business Data Controls and Reconciliation
Design, test and operate controls and reconciliations.
- Modules
- 5 open
- Practice data
- Raket Parts
Coming soonFinancial Modelling and Decision Support
About the role
Accountable for cost and budget accounting, close-period accruals and variance explanation for business units. Decides how costs are allocated and what the actuals say about performance. Differs from FP&A Analyst by owning actuals and costing rather than forecasts.
Also called Business Controller