How to write a Financial Analyst job description

Your job description is the first touchpoint between your company and your new hire. With millions of people searching for jobs on Indeed each month, a great job description can help you attract the most qualified candidates to your open position. To get you started, here are some tips for creating an effective job description.

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What does a Financial Analyst do?

A Financial Analyst utilizes financial data in order to make informed decisions. Financial Analysts may work either privately for clients or publicly for organizations. A Financial Analyst compiles, analyzes, and disseminates financial reports as needed. Forecasting models, updated analyses, and ledger maintenance are additional ongoing duties for a Financial Analyst.

Financial Analyst job title

A great job title typically includes a general term, level of experience and any special requirements. The general term will optimize your job title to show up in a general search for jobs of the same nature. The level of experience will help you attract the most qualified applicants by outlining the amount of responsibility and prior knowledge required. And if your position is specialized, consider including the specialization in the job title as well. But avoid using internal titles, abbreviations or acronyms to make sure people understand what your job posting is before clicking.

Examples of Financial Analyst job titles

  • Financial Analyst
  • Senior Financial Analyst
  • Wealth Planning Analyst
  • Financial Analyst (Full-Time)
  • Investment Analyst

Financial Analyst job summary

A great job description starts with a compelling summary of the position and its role within your company. Your summary should provide an overview of your company and expectations for the position. Outline the types of activities and responsibilities required for the job so job seekers can determine if they are qualified, or if the job is a good fit.

Example of a Financial Analyst job summary

A development-focused office seeks an experienced Financial Analyst to manage and coordinate all aspects of accounting. The successful candidate will be responsible for conducting high-level analysis of revenue, credit, expenses and overhead. He or she will supervise the A/R and A/P department and work closely with senior management to help make critical decisions about investment funding, credit extension and expense management. If you are highly detail-oriented and capable of analyzing data with creativity and innovation in mind, you might be perfect for this position.

Financial Analyst responsibilities and duties

The responsibilities and duties section is the most important part of the job description. Here you should outline the functions this position will perform on a regular basis, how the job functions within the organization and who the job reports to.

Examples of Financial Analyst responsibilities

  • Gather and organize financial data from all accounting departments
  • Compile and analyze financial reports and find discrepancies that require senior management’s attention
  • Manage the general ledger and devote time to risk management, especially with regard to accounts receivable
  • Prepare financial reports with reliable conclusions that management can use to implement more effective operational strategies
  • Forecast models for revenue changes and expenditure increases/decreases
  • Provide EOM reports for C-level executives

Financial Analyst qualifications and skills

Next, outline the required and preferred skills for your position. This may include education, previous job experience, certifications and technical skills. You may also include soft skills and personality traits that you envision for a successful hire. While it may be tempting to include a long list of skills and requirements, including too many could dissuade qualified candidates from applying. Keep your list of qualifications concise, but provide enough detail with relevant keywords and terms.

Examples of Financial Analyst skills

  • 10+ years experience working in finance and/or accounting
  • Expert knowledge of Quicken and JD Edwards EnterpriseOne
  • Bachelor’s Degree in Finance (MBA preferred)
  • Proven track record of working with large groups or teams to implement changes resulting from financial analysis
  • CPA certification
  • Demonstrated ability to assess credit risks accurately
  • Multi-site experience preferred
  • Experience with at least one company that has revenue in excess of $100 million.

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Job Description Examples

Need help writing a job description for a specific role? Use these job description examples to create your next great job posting. Or if you’re ready to hire, post your job on Indeed.

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