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Job Description
· Perform financial forecasting, reporting, and operational metrics tracking
· Analyze financial data – and create financial models for decision support
· Report on financial performance and prepare for regular leadership reviews
· Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements
· Work closely with the accounting team to ensure accurate financial reporting and decision support
· Evaluate financial performance by comparing and analyzing actual results with plans and forecasts
· Guide cost analysis process by establishing and enforcing policies and procedures
· Provide analysis of trends and forecasts and recommend actions for optimization
· Recommend actions by analyzing and interpreting data and making comparative analyses; study proposed changes in methods and materials
· Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and Excel dashboards
· Increase productivity by developing automated reporting/forecasting tools
· Perform market research, data mining, business intelligence, and valuation comps
· Maintain a strong financial analysis foundation creating forecasts and models
· High level of proficiency with Microsoft Excel, Keynote and PowerPoint.
Financial Analyst Job Description – Basic Qualifications
· 3-5 years of business finance or other relevant experience
· High proficiency with financial modeling and techniques
· Strong fluency with Excel formulas and functions
· BA, BS, degree required (Bachelor’s Degree in Accounting/Finance/Economics)
· Strong analytical and data gathering skills
· Good business acumen
· Ability to communicate concisely and with precision of language and ideas.
· Fluency in English and Spanish, and ability to write in both.
Financial Analyst Job Description – Preferred Qualifications
· 3-5 years of business finance or other relevant experience
· MBAs are preferred
· Proven work experience in a quantitatively-heavy role
· Strong quantitative and analytical competency
· Self-starter with excellent interpersonal communication and problem-solving skills
· Advanced knowledge of Excel
Financial Analyst Job Description – Personality and interpersonal skills
· Ability to streamline functions and passion to learn and grow
· Strong interpersonal skills, including written and oral communication skills
· Comfort dealing with ambiguity and ability to work independently
· Experience working with and presenting to senior executives
· Excellent communication and presentation skills; be comfortable interacting with executive-level management
· Strong financial modeling experience
Key responsibilities
· Grow financial performance through analysis of financial results, forecasts, variances, and trends.
· Create recommendations to be presented to management and executives
· Develop financial models to support valuation, planning, and forecasting
· Aid in the capital budgeting and expenditure planning processes
· Reconcile existing transactions through cross-referencing of incoming and outgoing data
· Conduct comparables analysis and market research to support internal financial analysis
· Responsible for maintaining up-to-date technical knowledge on financial instruments, market conditions and trends
Full Time
$62k-76k (estimate)
06/23/2024
07/10/2024
The following is the career advancement route for Financial Analyst positions, which can be used as a reference in future career path planning. As a Financial Analyst, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Analyst. You can explore the career advancement for a Financial Analyst below and select your interested title to get hiring information.
If you are interested in becoming a Financial Analyst, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Analyst for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Analyst job description and responsibilities
Broadly speaking, a financial analyst works with financial data to help organizations make business decisions.
02/23/2022: Mcallen, TX
Build financial models to perform financial forecasts, predict business scenarios, and provide other data analysis to help make business decisions.
02/10/2022: Newark, NJ
Every financial analyst’s job will hold different responsibilities depending on their specialty and where they work.
12/27/2021: Dallas, TX
They often develop and execute complex methodologies that enable them to generate useful pointers from the financial data and problem statements that their clients provide.
12/11/2021: Manchester, NH
Financial analysts who have little to no professional experience are responsible for gathering data, financial modeling and creating or maintaining spreadsheets.
01/12/2022: Laramie, WY
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Analyst jobs
To become a senior or junior level financial analyst, one may be required to earn a Master’s of Business Administration.
12/07/2021: Baltimore, MD
Obtaining a finance degree (bachelor’s or MBA) and working towards becoming a financial analyst requires the development of skills, expertise, and specific abilities.
03/03/2022: Omaha, NE
To be a financial analyst, one should be good with numbers, comfortable presenting research, analytical, and have great ability to research large amounts of data and pay attention to small details.
12/27/2021: Youngstown, OH
Earning a finance degree and taking the steps to become a financial analyst requires specific abilities and the development of specialized skills.
12/11/2021: Burlington, VT
With relevant work experience and appropriate training, finance students can become equipped to pursue the path of becoming a financial analyst.
03/06/2022: Burlington, VT
Step 3: View the best colleges and universities for Financial Analyst.