Job Summary

• Grow financial performance through analysis of financial results, forecasts, variances, and trends • Develop financial models to support valuation, budgeting, planning, and forecasting • Conduct comparable analysis and market research to support internal financial analysis

  • Minimum Qualification: Degree
  • Experience Level: Mid level
  • Experience Length: 3 years

Job Description/Requirements

Financial Analyst Job Description

The following are all aspects of a financial analyst’s duties:

  • 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
  • Evaluate financial performance by comparing and analyzing actual results with plans and forecasts
  • Guide the 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
  • Proficiency with Microsoft Excel is mentioned in virtually any financial analyst job description; familiarity with data query/data management tools is extremely helpful (Access, SQL, Business Objects)

 


Financial Analyst Job Description

  • 1-3+ years of business finance or other relevant experience
  • High proficiency in financial modeling techniques
  • Strong fluency with Excel formulas and functions
  • Bachelor’s Degree in Accounting/Finance/Economics
  • Strong analytical and data gathering skills
  • Good business acumen
  • Proven work experience in a quantitatively heavy roll
  • 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 the 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

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