Financial Analyst Job Description
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An effective Financial Analyst job description is vital when attracting the right talents. Use this Financial Analyst Job Description template for your inspiration when you need to create a job posting that is clear and concise.
What is a good job description for an Financial Analyst?
Financial analysts are responsible for tracking a company's financial performance against a plan, analyzing business performance and market conditions to create forecasts, and helping senior management make tactical and strategic decisions by providing periodic reports. However, not all financial analysts work with financial institutions or help their employers make investments. For example, a company may hire a financial analyst to measure the effectiveness of various marketing campaigns relative to cost.
This sample Job description explainer offers guidance on key sections that are important to include for clarity, as well as suggestions for promoting the position. It provides a list of duties, responsibilities, tasks, requirements, demands for setting job expectations and the employee's ability to perform the work as described. However, it’s often not construed as an exhaustive list of all functions, responsibilities, skills and abilities.
What does a Financial Analyst do?
- Provide analytical, forecasting, reporting, and project support to senior management.
- Produce monthly reports, which include key metrics, financial results, and variance reporting.
- Spearhead the annual and quarterly budgeting and forecasting processes.
- Identify opportunities for performance improvement across the organization.
- Maintain knowledge and keep abreast of new investment regulations or policies.
- Develop models that help with decision-making.
- Bachelor's degree in Finance, Accounting, or related field; CPA or CMA a plus.
- 2-4 years of relevant experience in corporate finance, financial planning & analysis, investment banking, or other related fields.
- Strong working knowledge of Excel and financial modeling.
- Excellent analytical, decision-making, and problem solving skills.
- Attention to accuracy and detail required.
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