Financial Analyst Job Description: Top Duties and Qualifications

A Financial Analyst, or Accounting Analyst, studies a company’s financial data to give advice for guiding business investments and overall financial strategy. Their duties include predicting the return on investment for different stocks and business ventures, writing financial reports and collecting industry research to inform decision making.

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Financial Analyst duties and responsibilities

Financial Analysts gather data to understand the trends affecting a specific type of product, geographical region or industry to help their clients make important investment decisions. They often have the following responsibilities:

  • Analyze financial data and provide forecasting support.
  • Prepare reports and projections based on financial data.
  • Recommend individual and collections of investments, also known as portfolios.
  • Evaluate current and previous financial data.
  • Study business and economic trends.
  • Determine a company’s value by examining its financial statements.

Financial Analyst Job Description Examples:

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Financial Analyst

We are seeking a Financial Analyst to join our finance team at Mather.

This position includes facilitating preparation and review of all budget and forecast processes. Prepares analysis of current or proposed operations and provides timely and concise recommendations to improve results and performance. Detailed responsibilities include:

  • Prepares and reviews the annual forecast/budgeting process from initiation to Board approval for their area of responsibility.

  • Maintain confidentiality of all pertinent information; secures salary information.

  • Build and maintain budget and forecast templates for use by managers.

  • Create ad hoc templates, reports, and analysis for use by managers to evaluate their businesses, including industry benchmarking.

  • Ability to sort/mine large sets of data from multiple data sources (General ledger, CRM, Excel) to identify trends/variances.

  • Prepares monthly occupancy and salary variance reports.

  • Collects/organizes financial application information and inputs into financial model.

  • Reviews vendor contracts.

  • Reviews and updates regulatory and government annual reports/surveys/census.

  • Possess strong organizational skills and ability to multi-task and meet deadlines.

  • Work with Accounting department to ensure accurate preparation of monthly financial statements (facilitate A/P, analyze GL account activity, prepare or review other supporting documentation).

    The ideal candidate will have a Bachelor’s degree in accounting, finance or business management; strong project orientation, forecasting, budgeting and analytical skills; strong knowledge of Excel; excellent communication and organizational skills.

    Job Type: Full-time

    Experience:

  • Financial Analysis: 1 year (Preferred)

    Work Location:

  • One location

    Benefits:

  • Health insurance

  • Dental insurance

  • Vision insurance

  • Retirement plan

  • Paid time off

  • Flexible schedule

  • Parental leave

  • Professional development assistance

  • Tuition reimbursement

  • Other

    This Job Is:

  • A job for which military experienced candidates are encouraged to apply

  • A good fit for applicants with gaps in their resume, or who have been out of the workforce for the past 6 months or more

  • A job for which all ages, including older job seekers, are encouraged to Monday to Day shift
  • ×

    Financial Analyst

    We are looking for a Financial Analyst to provide accurate and data based information on company’s profitability, solvency, stability and liquidity. You will research and analyze financial information to help our company maximize our client's valuation (adjusted Ebitda).

    These include financial P&L statements and Balance Sheets for the purpose of Private Equity valuation and subsequent acquisition. You must be familiar with the ability to enhance valuation for medical practices seeking to be acquired by private equity companies.

    This is a part-time position with very flexible hours and work is as consistent as deals are flowing through the company.

    Responsibilities

  • Consolidate and analyze financial data (budgets, income statement forecasts etc) taking into account company’s goals and financial standing

  • Provide creative alternatives and recommendations to reduce costs and improve financial performance

  • Assemble and summarize data to structure sophisticated reports on financial status and risks

  • Develop financial models, conduct benchmarking and process analysis

  • Conduct business studies on past, future and comparative performance and develop forecast models

  • Identify trends, advise company and recommend actions to a senior financial analyst based on sound analysis

  • Track and determine financial status by analyzing actual results in comparison with forecasts

  • Reconcile transactions by comparing and correcting data

  • Gain and update job knowledge to remain informed about novelty in the field

    Skills

  • Proven working experience as a finance analyst

  • Proficiency in maximizing Ebitda for purposes of acquisition

  • Proficient in spreadsheets, databases, MS Office and financial software applications

  • Hands on experience with statistical analysis and statistical packages

  • Outstanding presentation, reporting and communication skills

  • Proven knowledge of financial forecasting and diagnosis, corporate finance and information analysis

  • Well informed in current financial subjects, accounting, tax laws, money market and business environments

  • BS degree in Finance, Economics or related field

    Job Types: Part-time, Temporary, Contract

    Salary: $26.00 to $30.00 /hour

    Experience:

  • financial analysis: 3 years (Preferred)

  • accounting: 3 years (Preferred)

  • accounting/finance: 1 year (Preferred)

    Contract Renewal:

  • Likely

    Additional Compensation:

  • Bonuses

    Work Location:

  • Fully Remote

    Benefits:

  • Work from home

  • Flexible schedule

    Hours per week:

  • Less than 10

    Employment Length:

  • Varies

    Typical start time:

  • 8AM

    Typical end time:

  • 5PM

    Schedule:

  • Monday to Yes
  • ×

    Financial Analyst

    We are seeking a part-time financial analyst for our mergers & acquisitions firm. We serve clients primarily in the lawn, landscape and facilities services industries across the United States.

    The financial analyst will assist in the following functiions:

    Using client-supplied financial and other information to prepare materials to be used in the business-selling process.

    Assisting in the preparation of valuation estimates based on our methodology.

    Assisting with a variety of other research projects.

    Must have good written and oral communications skills. Will interact with clients in developing materials and may interact with potentiual business buyers.

    This is a work-from home position.

    We can be very flexible in time requirements. Thus coukd be ideal for a stay-at-home mom who has left the workforce temporarily or a current college student.

    Must have general accountng knowledge (preferably several college-level courses) and skill with Mcrosoft Excel, Microsoft Word and Microsoft Powerpoint.

    Since this is a work from home position, there is no geographical requirement.

    Job Types: Part-time, Contract

    Salary: $25.00 to $30.00 /hour

    Full Time Opportunity:

  • Yes

    Work Location:

  • Fully Remote

    Benefits:

  • Flexible schedule

    Hours per week:

  • 20-29

    Typical start end 4PM

  • What does a Financial Analyst do? 

    Financial Analysts typically work at banks, consulting firms, mutual funds and corporations to generate wise investment strategies and support overall financial growth and stability. Their role is to analyze economic conditions, stock market performance and other details to provide expert advice to company leadership before they make financial decisions. Financial Analysts organize data into accessible reports and perform various types of analysis using key metrics such as yearly growth, return on assets, return on equity and earnings per share. They gather data about other companies to determine industry standards and identify trends as they develop.

    Financial Analyst skills and qualifications 

    Financial Analysts use a variety of soft skills and industry knowledge to do their jobs effectively, which can include: 

    • Strong understanding of how economic trends, political situations, policies and regulations may affect their client’s investments
    • Analytical skills to process large amounts of information to find profitable investments
    • Verbal and written communication skills
    • Computer skills to effectively use software to analyze financial information, identify trends, establish portfolios and make forecasts
    • Decision-making skills to provide recommendations to sell, hold or buy a security
    • Attention to detail when reviewing potential investments, as small issues may lead to large complications for the overall health of an investment
    • Math skills for estimating financial values

    Financial Analyst salary expectations 

    A Financial Analyst makes an average of $73,862 per year. Salary may depend on a candidate’s education, experience level and geographical location.

    Financial Analyst education and training requirements 

    Most employers require Financial Analysts to have a bachelor’s degree in an area such as mathematics, statistics, finance, economics or accounting. In addition, Financial Analysts need a license to sell financial products. The main licensing organization for Financial Analysts is the Financial Industry Regulatory Authority (FINRA). Most licenses require employer sponsorship, so most companies do not always expect an applicant to be licensed when applying. 

    Certifications can improve a Financial Analyst’s chances for promotions. One relevant designation is the Chartered Financial Analyst (CFA) certification from the CFA Institute. To become CFA-certified, an individual needs a bachelor’s degree, four years of qualifying work experience and successful completion of three exams. 

    Financial Analyst experience requirements

    Most Financial Analysts start with a specialization in a specific field of investment. In most cases, a Financial Analyst needs at least some experience working in the finance or investment banking sectors before entering this position. A master’s degree in business administration or finance can prove an applicant’s knowledge in the field, which might be able to substitute for any experience requirements.

    Job description samples for similar positions 

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    Frequently asked questions about Financial Analysts

     

    What is the difference between a Financial Analyst and an Accountant?

    Financial Analysts study past financial reports and future investment forecasts, while Accountants work with a business’s day-to-day financial tasks. Accountants track and store a company’s financial records so that Financial Analysts can easily access and interpret business data. Accountants also tend to work exclusively with a business’s direct transactions while Financial Analysts do industry research and outside data collection to inform their decisions and recommendations. Financial Analysts use the reports that Accountants generate to get an idea of a company’s overall financial health and ability to handle various investment risks.

     

    What are the qualities of a good Financial Analyst?

    A good Financial Analyst is extremely detail-oriented and enjoys finding patterns and trends in the data they work with. They enjoy learning about economics and use their passion to develop foresight into the likelihood of various economic events. Financial Analysts are active learners who seek out new knowledge and consistently hone their strategies for making decisions. Because Financial Analysts have to explain their thought process on financial recommendations to company leadership, they should also be natural teachers who can clearly communicate complex ideas in simple, clear language.

     

    What are the daily duties of a Financial Analyst?

    Financial Analysts usually work in an office environment during regular business hours. They request files from the accounting department and use finance software to assemble and sort relevant data. Financial Analysts may meet with a company’s legal team to review information about upcoming business deals and ensure that all financial risks are managed appropriately. They prepare visual models of financial information and meet with company management to discuss investment strategies and budgetary needs.

     

    What should you look for on a Financial Analyst's resume?

    When hiring for a Financial Analyst position, look for candidates who include specific, quantitative information on how their analysis improved profitability on various projects. They should include details on the size of budgets and investments they have managed in the past so you can select a candidate who is prepared to work with your company’s finances. Strong Financial Analyst resumes will also have public speaking, training or presentation experience to indicate that they can effectively present their suggestions to an executive team.

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