3tasks in this job
40skills it uses
3tools named
The skills this job leans on most
- 1Reconciling finance subledgers and close recordsNeeded in 3 of 3 tasks
- 2Explaining how business events flow into accounting recordsNeeded in 2 of 3 tasks
- 3Testing the completeness and accuracy of reports and data that controls rely onCore to this role
ToolsMicrosoft ExcelJedoxMicrosoft Power BIPower QuerySAP S/4HANAInfor M3Oracle NetSuite
All 3 tasks, where people get stuck and all 40 skills
Tasks
- Reconcile and substantiate balance sheet accounts at period close
- Reconcile payroll to finance postings
- Set and review cost allocation rules and costing methods
Where people get stuck
- Variance analysis
- Analysing business drivers and contributions
- Interpreting budgets and planning assumptions
All skills
- Explaining how business events flow into accounting records
- Reconciling finance subledgers and close records
- Analysing costs, allocation and margin drivers
- Assessing data source credibility and fitness for a question
- Assigning and operating data ownership and stewardship
- 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
- Designing efficient and reproducible investigations
- Diagnosing data quality exceptions
- 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
- Facilitating evidence-led retrospectives and corrective actions
- Giving specific developmental feedback on data and AI work
- Independently checking analytical conclusions and claims
- Influencing change without formal authority
- Interpreting financial statements and ratios for decisions
- 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
- 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
- Testing competing explanations with discriminating evidence
- 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 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
Business Data Controls and Reconciliation
Design, test and operate controls and reconciliations.
- Modules
- 5 open
- Practice data
- Raket Parts
Skill Path
Diagnostic Investigation and Root Cause Analysis
Resolve contradictory evidence and find, verify and prevent the causes of business and data anomalies.
- Modules
- 5 open
- Practice data
- Raket Parts
5tasks in this job
65skills it uses
7tools named
The skills this job leans on most
- 1Analysing costs, allocation and margin driversNeeded in 3 of 5 tasks
- 2Reconciling finance subledgers and close recordsNeeded in 3 of 5 tasks
- 3Variance analysisNeeded in 1 of 5 tasks
- 4Analysing business drivers and contributionsNeeded in 1 of 5 tasks
- 5Interpreting budgets and planning assumptionsNeeded in 1 of 5 tasks
ToolsMicrosoft ExcelJedoxMicrosoft Power BIPower QuerySAP S/4HANAInfor M3+ 1 more
All 5 tasks, where people get stuck and all 65 skills
Tasks
- Investigate variance of actuals against budget or forecast
- Reconcile and substantiate balance sheet accounts at period close
- Reconcile payroll to finance postings
- 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 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
- 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
- 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
- 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 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
6tasks in this job
67skills it uses
7tools named
The skills this job leans on most
- 1Analysing costs, allocation and margin driversNeeded in 3 of 6 tasks
- 2Reconciling finance subledgers and close recordsNeeded in 3 of 6 tasks
- 3Explaining how business events flow into accounting recordsNeeded in 2 of 6 tasks
- 4Testing the completeness and accuracy of reports and data that controls rely onNeeded in 1 of 6 tasks
ToolsJedoxMicrosoft Power BISAP S/4HANAMicrosoft Dynamics 365 Finance and OperationsPower QueryMicrosoft Excel+ 1 more
All 6 tasks, where people get stuck and all 67 skills
Tasks
- Investigate variance of actuals against budget or forecast
- Reconcile and substantiate balance sheet accounts at period close
- Automate a recurring reporting or data task with controls and a named owner
- Test the design and operating effectiveness of a data-dependent control
- Set and review cost allocation rules and costing methods
- Assure the data behind statutory and sustainability disclosures before sign-off
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 costs, allocation and margin drivers
- Explaining how business events flow into accounting records
- Reconciling finance subledgers and close records
- Analysing business drivers and contributions
- 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 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 control types, dependencies and compensating controls
- 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
- 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 budgets and planning assumptions
- 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
- 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
- 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
- Variance analysis
- Verifying AI-assisted outputs against sources
- Verifying reports and dashboards before and after release
- Working through stakeholder conflict over evidence and responsibility
- Writing evidence-led findings and auditable recommendations with their limits
All tools
- Jedox
- Microsoft Power BI
- SAP S/4HANA
- Microsoft Dynamics 365 Finance and Operations
- Power Query
- Microsoft Excel
- Infor M3
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
Skill Path
Diagnostic Investigation and Root Cause Analysis
Resolve contradictory evidence and find, verify and prevent the causes of business and data anomalies.
- Modules
- 5 open
- Practice data
- Raket Parts
Coming soonFinancial Modelling and Decision Support
About the role
Accountable for a close or costing area and for the quality of the reconciliations and variance explanations others produce in it. Owns the area's steps and reviews other accountants' work without managing them. Data judgement sits in deciding which cost data and allocation rules the area's numbers can rest on.
Also called Management Accounts Team Leader, Lead Accountant