Financial Analyst (Job Role)

Analyzes the financial performance of an enterprise or an organization within an enterprise.

Role Hierarchy

The Financial Analyst job role directly and indirectly inherits these roles.

• Financial Analyst

  • Financials Folder Reporting

  • General Accounting Setup Review

    • Business Intelligence Consumer

    • Functional Setups

    • Review General Ledger Accounting Period Status

  • General Ledger Reporting

    • Business Intelligence Consumer

    • Customer Account Inquiry

    • General Accounting Setup Review

      • Business Intelligence Consumer

      • Functional Setups

      • Review General Ledger Accounting Period Status

    • Payables Invoice Inquiry

    • Subledger Accounting Reporting

      • Business Intelligence Consumer

      • Customer Account Inquiry

  • General Ledger Transaction Analysis

    • Business Intelligence Authoring

  • Inter Company Transaction Analysis

    • Business Intelligence Authoring

Duties

This table lists the duties assigned directly and indirectly to the Financial Analyst job role.

Duty Role	Description
Business Intelligence Authoring	An author of Business Intelligence reports as presented in the web catalog. The role allows authoring within Business Intelligence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office.
Business Intelligence Consumer	A role required to allow reporting from Business Intelligence Applications, Business Intelligence Publisher, Real Time Decisions, Enterprise Performance Management and Business Intelligence Office. This role allow you to run reports from the web catalog but it will not allow a report to be authored from a subject area.
Customer Account Inquiry	View customer account details.
Financials Folder Reporting	Grants access to the Financials web catalog folder.
Functional Setups	Uses the functional user overview, and assigned tasks, and task lists.
General Accounting Setup Review	Views set up for accounting and transaction calendars, Oracle Fusion General Ledger accounting period status, conversion rates and chart of accounts mapping rules.
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.
General Ledger Transaction Analysis	Analyzes General Ledger transactional information
Inter Company Transaction Analysis	Analyzes Inter Company transactional information
Payables Invoice Inquiry	Views Oracle Fusion Payables invoices.
Subledger Accounting Reporting	Runs all subledger accounting reports, and reviews journal entries.
Transactional Analysis	This duty is used for various generic OTBI security and filtering purposes and is therefore required for all OTBI users.

Aggregate Privileges

This table lists aggregate privileges assigned directly and indirectly to the Financial Analyst job role.

Aggregate Privilege	Description
Review General Ledger Accounting Period Status	Review Oracle Fusion General Ledger period status.

Privileges

This table lists privileges granted to duties of the Financial Analyst job role.

Granted Role	Granted Role Description	Privilege
Customer Account Inquiry	View customer account details.	Export Customer Account
Customer Account Inquiry	View customer account details.	Export Customer Account Relationship
Customer Account Inquiry	View customer account details.	Search Customer Account Relationships
Customer Account Inquiry	View customer account details.	Search Customer Account Site
Customer Account Inquiry	View customer account details.	Search Trading Community Organization
Customer Account Inquiry	View customer account details.	Search Trading Community Organization Additional Identifier
Customer Account Inquiry	View customer account details.	Search Trading Community Organization Additional Name
Customer Account Inquiry	View customer account details.	Search Trading Community Organization Address
Customer Account Inquiry	View customer account details.	Search Trading Community Organization Classification Code Assignment
Customer Account Inquiry	View customer account details.	Search Trading Community Organization Contact Point
Customer Account Inquiry	View customer account details.	View Customer Account
Customer Account Inquiry	View customer account details.	View Customer Account Information
Customer Account Inquiry	View customer account details.	View Customer Account Relationship
Customer Account Inquiry	View customer account details.	View Customer Account Relationships
Customer Account Inquiry	View customer account details.	View Customer Account Site
Customer Account Inquiry	View customer account details.	View Customer Account Site Use
Customer Account Inquiry	View customer account details.	View Location of Final Discharge
Customer Account Inquiry	View customer account details.	View Party Fiscal Classification
Customer Account Inquiry	View customer account details.	View Third-Party Site Tax Profile
Customer Account Inquiry	View customer account details.	View Third-Party Tax Profile
Customer Account Inquiry	View customer account details.	View Trading Community Organization
Customer Account Inquiry	View customer account details.	View Trading Community Organization Additional Identifier
Customer Account Inquiry	View customer account details.	View Trading Community Organization Additional Name
Customer Account Inquiry	View customer account details.	View Trading Community Organization Address
Customer Account Inquiry	View customer account details.	View Trading Community Organization Address Use
Customer Account Inquiry	View customer account details.	View Trading Community Organization Classification Code Assignment
Customer Account Inquiry	View customer account details.	View Trading Community Organization Contact Point
Customer Account Inquiry	View customer account details.	View Trading Community Organization Contact Preference
Customer Account Inquiry	View customer account details.	View Trading Community Organization Source System Mapping
Customer Account Inquiry	View customer account details.	View Trading Community Organization Usage Assignment
Financial Analyst	Analyzes the financial performance of an enterprise or an organization within an enterprise.	Create Financial Statement Report
Financial Analyst	Analyzes the financial performance of an enterprise or an organization within an enterprise.	Manage General Accounting Activities
Financial Analyst	Analyzes the financial performance of an enterprise or an organization within an enterprise.	Manage Inquiry and Reporting Activities
Financial Analyst	Analyzes the financial performance of an enterprise or an organization within an enterprise.	Manage Journal Activities
Financial Analyst	Analyzes the financial performance of an enterprise or an organization within an enterprise.	Manage Oracle Fusion General Ledger User Preferences
Financial Analyst	Analyzes the financial performance of an enterprise or an organization within an enterprise.	Manage Period Close Activities
Financial Analyst	Analyzes the financial performance of an enterprise or an organization within an enterprise.	Manage Profitability Business Intelligence
Financial Analyst	Analyzes the financial performance of an enterprise or an organization within an enterprise.	Run Payables Data Extraction Program
Financial Analyst	Analyzes the financial performance of an enterprise or an organization within an enterprise.	Run Payables to General Ledger Reconciliation Report
Financial Analyst	Analyzes the financial performance of an enterprise or an organization within an enterprise.	Run Receivables to General Ledger Reconciliation Report
Functional Setups	Uses the functional user overview, and assigned tasks, and task lists.	Execute Setup Tasks
Functional Setups	Uses the functional user overview, and assigned tasks, and task lists.	Review Applications Offering
Functional Setups	Uses the functional user overview, and assigned tasks, and task lists.	Review Setups Functional User Overview
Functional Setups	Uses the functional user overview, and assigned tasks, and task lists.	Setup and Maintain Applications
General Accounting Setup Review	Views set up for accounting and transaction calendars, Oracle Fusion General Ledger accounting period status, conversion rates and chart of accounts mapping rules.	Review Historical Conversion Rate
General Accounting Setup Review	Views set up for accounting and transaction calendars, Oracle Fusion General Ledger accounting period status, conversion rates and chart of accounts mapping rules.	Run Balancing Segment Value Assignment Report
General Accounting Setup Review	Views set up for accounting and transaction calendars, Oracle Fusion General Ledger accounting period status, conversion rates and chart of accounts mapping rules.	Run Chart of Accounts - Mapping Rules Report
General Accounting Setup Review	Views set up for accounting and transaction calendars, Oracle Fusion General Ledger accounting period status, conversion rates and chart of accounts mapping rules.	Run Data Access Set Listing Report
General Accounting Setup Review	Views set up for accounting and transaction calendars, Oracle Fusion General Ledger accounting period status, conversion rates and chart of accounts mapping rules.	View Accounting Calendar
General Accounting Setup Review	Views set up for accounting and transaction calendars, Oracle Fusion General Ledger accounting period status, conversion rates and chart of accounts mapping rules.	View Accounting Configuration
General Accounting Setup Review	Views set up for accounting and transaction calendars, Oracle Fusion General Ledger accounting period status, conversion rates and chart of accounts mapping rules.	View Accounting Flexfield Aliases
General Accounting Setup Review	Views set up for accounting and transaction calendars, Oracle Fusion General Ledger accounting period status, conversion rates and chart of accounts mapping rules.	View Applications Coexistence Configuration Setup
General Accounting Setup Review	Views set up for accounting and transaction calendars, Oracle Fusion General Ledger accounting period status, conversion rates and chart of accounts mapping rules.	View Commitment Control Calendar
General Accounting Setup Review	Views set up for accounting and transaction calendars, Oracle Fusion General Ledger accounting period status, conversion rates and chart of accounts mapping rules.	View Daily Conversion Rate
General Accounting Setup Review	Views set up for accounting and transaction calendars, Oracle Fusion General Ledger accounting period status, conversion rates and chart of accounts mapping rules.	View Fixed Asset Books
General Accounting Setup Review	Views set up for accounting and transaction calendars, Oracle Fusion General Ledger accounting period status, conversion rates and chart of accounts mapping rules.	View Ledger Set
General Accounting Setup Review	Views set up for accounting and transaction calendars, Oracle Fusion General Ledger accounting period status, conversion rates and chart of accounts mapping rules.	View Oracle Fusion General Ledger Data Access Set Definition
General Accounting Setup Review	Views set up for accounting and transaction calendars, Oracle Fusion General Ledger accounting period status, conversion rates and chart of accounts mapping rules.	View Oracle Fusion General Ledger Transaction Calendar
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	Access Financial Reporting Center
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	Create General Ledger and Subledger Accounting Account Analysis Report
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	Create General Ledger and Subledger Accounting by Journal Lines Report
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	Inquire Fixed Asset Transaction
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	Inquire and Analyze Oracle Fusion General Ledger Account Balance
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	Manage Project Expenditure Item
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	Preview Receivables Invoice
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	Review Cost Distribution
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	Review Encumbrance Journal
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	Review Journal
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	Review Receipt Accounting Distributions
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	Run Account Analysis - Average Balance Audit Report
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	Run Account Analysis - Contra Account Report
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	Run Account Analysis Report
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	Run Financial Statements Program
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	Run General Ledger Journal Entry Report
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	Run General Ledger Journal and Balance Report
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	Run General Ledger Journal and Balance Report by Balancing Segment Report
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	Run General Ledger Report
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	Run General Ledger Trial Balance Report
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	Run Global Account Analysis Report
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	Run Global Daily Journals Report
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	Run Global Journal Ledger Report
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	Run Global Journals and Third Party Report
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	Run Global Subledger Detail Journal Report
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	Run Global Third Party Account Balance Report
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	Run Global Third Party Balances Summary Report
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	Run Global Third Party Detail and Balances Report
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	Run Journals - Batch Summary Report
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	Run Journals - Check Report
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	Run Journals - Day Book Report
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	Run Journals - Extended Report
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	Run Journals - Tax Report
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	Run Trial Balance - Average Report
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	Run Trial Balance - Expanded Report
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	Run Trial Balance - Translation Report
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	Run Trial Balance Report
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	View External Cash Transaction
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	View Payables Payment
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	View Payroll Costing Results from Subledger Accounting
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	View Project Commitment Transactions
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	View Project Contract Revenue Distribution Lines
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	View Project Expenditure Item
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	View Project Expenditure Item Cost Distribution Lines
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	View Receivables Credit Memo
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	View Receivables Invoice
General Ledger Reporting	Provides access to all balances and transaction inquiry and reporting privileges for General Ledger.	View Receivables Receipt
Payables Invoice Inquiry	Views Oracle Fusion Payables invoices.	Manage Payables Invoices
Payables Invoice Inquiry	Views Oracle Fusion Payables invoices.	View Payables Invoice
Subledger Accounting Reporting	Runs all subledger accounting reports, and reviews journal entries.	Create Journal Entries Reporting Sequence Number
Subledger Accounting Reporting	Runs all subledger accounting reports, and reviews journal entries.	Review Subledger Journal Entry
Subledger Accounting Reporting	Runs all subledger accounting reports, and reviews journal entries.	Submit Account Analysis Report
Subledger Accounting Reporting	Runs all subledger accounting reports, and reviews journal entries.	Submit Journal Entries Report
Subledger Accounting Reporting	Runs all subledger accounting reports, and reviews journal entries.	Submit Subledger Period Close Exceptions Report
Subledger Accounting Reporting	Runs all subledger accounting reports, and reviews journal entries.	Submit Third Party Balances Report
Subledger Accounting Reporting	Runs all subledger accounting reports, and reviews journal entries.	Submit Trading Partner Summary Report

Data Security Policies

This table lists data security policies and their enforcement across analytics application for the Financial Analyst job role.

Business Object	Policy Description	Policy Store Implementation
Cost Distribution	A Financial Analyst can view cost transaction for the cost organizations associated to the ledgers for which the user is authorized	Role: General Ledger Reporting Privilege: View Cost Transaction (Data) Resource: Cost Distribution
General Ledger Actual Balance	A Financial Analyst can view general ledger actual balance for the set of subsidiaries or management segment values whose close processes they manage	Role: Financial Analyst Privilege: Inquire and Analyze Oracle Fusion General Ledger Account Balance (Data) Resource: General Ledger Data Access Set
General Ledger Period Status	A Financial Analyst can view accounting period status for the oracle fusion general ledger application	Role: Review General Ledger Accounting Period Status Privilege: View Accounting Period Status (Data) Resource: General Ledger Period Status
General Ledger Period Status	A Financial Analyst can view general ledger period status for the set of subsidiaries whose close processes they manage	Role: Financial Analyst Privilege: View Accounting Period Status (Data) Resource: General Ledger Data Access Set
Journal	A Financial Analyst can view journal for the set of subsidiaries or management segment values whose accounting balance they manage	Role: Financial Analyst Privilege: View Journal (Data) Resource: General Ledger Data Access Set
Ledger	A Financial Analyst can manage ledger for subledger for the posting ledgers for transactions that they are authorized.	Role: Subledger Accounting Reporting Privilege: Manage Ledger for Subledger (Data) Resource: Ledger
Ledger	A Financial Analyst can report ledger for the set of subsidiaries whose reconciliation processes they manage	Role: Financial Analyst Privilege: Report Oracle Fusion General Ledger (Data) Resource: Ledger
Ledger	A Financial Analyst can view ledger for the set of subsidiaries whose accounting balance and close processes they manage	Role: Financial Analyst Privilege: View Ledger (Data) Resource: General Ledger Data Access Set
Party Tax Profile	A Financial Analyst can manage business unit party tax profile for the business units for which they are authorized	Role: Customer Account Inquiry Privilege: Manage Business Unit Party Tax Profile (Data) Resource: Business Unit
Payables Standard Invoice	A Financial Analyst can report payables standard invoice for the business units associated to the ledgers for which user is authorized	Role: Financial Analyst Privilege: Report Payables (Data) Resource: Payables Standard Invoice
Receivables Credit Memo	A Financial Analyst can view receivables activities for the business units associated to the ledgers for which user is authorized	Role: General Ledger Reporting Privilege: View Receivables Activities (Data) Resource: Receivables Credit Memo
Receivables Invoice	A Financial Analyst can view receivables activities for the business units associated to the ledgers for which user is authorized	Role: General Ledger Reporting Privilege: View Receivables Activities (Data) Resource: Receivables Invoice
Receivables Invoice	A Financial Analyst can view receivables invoice for the business units associated to the ledgers for which user is authorized	Role: Financial Analyst Privilege: View Receivables Activities (Data) Resource: Receivables Invoice
Receivables Miscellaneous Receipt	A Financial Analyst can view receivables activities for the business units associated to the ledgers for which user is authorized	Role: General Ledger Reporting Privilege: View Receivables Activities (Data) Resource: Receivables Miscellaneous Receipt
Receivables Standard Receipt	A Financial Analyst can view receivables activities for the business units associated to the ledgers for which user is authorized	Role: General Ledger Reporting Privilege: View Receivables Activities (Data) Resource: Receivables Standard Receipt
Receiving Distribution	A Financial Analyst can review receipt accounting for the business units associated to the ledgers for which user is authorized	Role: General Ledger Reporting Privilege: Review Receipt Accounting (Data) Resource: Receiving Distribution
Subledger Accounting Balance	A Financial Analyst can manage subledger accounting balance for the subsidiaries or management segment values whose account balance they manage	Role: Subledger Accounting Reporting Privilege: Manage Subledger Accounting Balance (Data) Resource: Subledger Accounting Balance
Subledger Application	A Financial Analyst can manage subledger application for the owning oracle fusion accounting generating subledger application.	Role: Subledger Accounting Reporting Privilege: Manage Subledger Application (Data) Resource: Subledger Application
Subledger Journal Entry	A Financial Analyst can manage subledger source transaction for the business units, cost organizations, asset books or legislative data groups, and the subledger applications for which they are authorized	Role: Subledger Accounting Reporting Privilege: Manage Subledger Source Transaction (Data) Resource: Subledger Journal Entry
Subledger Source Transaction	A Financial Analyst can manage subledger source transaction for the business units, cost organizations, asset books or legislative data groups, and the subledger applications for which they are authorized	Role: Subledger Accounting Reporting Privilege: Manage Subledger Source Transaction (Data) Resource: Subledger Source Transaction
Tax Exemption	A Financial Analyst can manage tax exemption for the tax setup applicable to the business units for which they are responsible	Role: Customer Account Inquiry Privilege: Manage Tax Exemption (Data) Resource: Business Unit
Trading Community Customer Account	A Financial Analyst can view customer account for all customer accounts in the enterprise	Role: Customer Account Inquiry Privilege: View Customer Account (Data) Resource: Trading Community Customer Account
Trading Community Customer Account Relationship	A Financial Analyst can view customer account relationship for all customer account relationships in the enterprise	Role: Customer Account Inquiry Privilege: View Customer Account Relationship (Data) Resource: Trading Community Customer Account Relationship
Trading Community Customer Account Site	A Financial Analyst can view customer account site for all customer account sites in the enterprise	Role: Customer Account Inquiry Privilege: View Customer Account Site (Data) Resource: Trading Community Customer Account Site
Trading Community Customer Account Site Use	A Financial Analyst can view customer account site use for all customer account site uses in the enterprise	Role: Customer Account Inquiry Privilege: View Customer Account Site Use (Data) Resource: Trading Community Customer Account Site Use
Trading Community Organization Party	A Financial Analyst can view trading community organization for all organizations in the enterprise	Role: Customer Account Inquiry Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization Party
Trading Community Organization Party	A Financial Analyst can view trading community organization for all organizations in the enterprise	Role: Payables Invoice Inquiry Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization Party
Trading Community Party	A Financial Analyst can view trading community person for all people in the enterprise	Role: Customer Account Inquiry Privilege: View Trading Community Person (Data) Resource: Trading Community Party
Trading Community Party	A Financial Analyst can view trading community person for all people in the enterprise	Role: Payables Invoice Inquiry Privilege: View Trading Community Person (Data) Resource: Trading Community Party
Trading Community Relationship	A Financial Analyst can view trading community relationship for all trading community relationships in the enterprise	Role: Customer Account Inquiry Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship

Privacy

This table lists data security policies for privacy for the Financial Analyst job role.

Business Object	Policy Description	Policy Store Implementation
Party Tax Profile	A Financial Analyst can manage party tax profile for any party tax profile defined in the enterprise	Role: Customer Account Inquiry Privilege: Manage Party Tax Profile (Data) Resource: Party Tax Profile
Party Tax Profile	A Financial Analyst can manage party tax profile taxpayer identifier for organizations of type individual party tax profile taxpayer identifier defined in the enterprise.	Role: Customer Account Inquiry Privilege: Manage Party Tax Profile Taxpayer Identifier (Data) Resource: Party Tax Profile
Tax Registration	A Financial Analyst can manage tax registration for any tax registration defined in the enterprise	Role: Customer Account Inquiry Privilege: Manage Tax Registration (Data) Resource: Tax Registration
Withholding Party Tax Profile	A Financial Analyst can manage party tax profile taxpayer identifier for organizations of type individual party tax profile taxpayer identifier defined in the enterprise.	Role: Customer Account Inquiry Privilege: Manage Party Tax Profile Taxpayer Identifier (Data) Resource: Withholding Party Tax Profile