Financial Analyst Job Description
A financial analyst is someone who sits on the accounting or finance team and helps to model market condition changes for both overall company analysis as well as individual project-level analysis. A financial analyst should be proficient in most financial products (stocks, bonds, annuities, etc.) and able to create complex financial models that can represent and forecast future market changes and revenue potential.
Table of Contents
- Financial Analyst Job Description Sample
- Financial Analyst Resume Summary
- Financial Analyst National Average Salary
- Financial Analyst Duties & Responsibilities
- Financial Analyst Skills
- Financial Analyst Requirements
Financial Analyst Job Description Sample
Financial analysts are those who can help study market trends, customer demographics, economic factors, microeconomic factors and more to provide a company with smart investment paths. Financial analysts help to guide financial investments and ensure conservative guidance is executed properly. Financial analysts are proficient at understanding bonds, stock splits, debt, consolidation, M&A and other financial market factors. Analysts may sometimes provide guidance on how a company may keep its wealth or how it may conserve capital. In this way, analysts sometimes play the role of an advisor.
Financial Analyst Resume Summary
This is how you might describe your position as a financial analyst in a resume summary, executive summary or professional summary:
3+ years a junior analyst. 3.8 GPA. Proficient in M&A, debt, consolidation, stock splits, bonds, macroeconomic factors. Ability to develop comprehensive financial models using modern technology.
Financial Analyst National Average Salary
National average salary for financial analysts is provided by The U.S. Department of Labor. National averages are a cumulative total average as seen by a non-specific geographic mean average. That means this is the average salary that you might expect to have (regardless of geographic region) when entering into this job function.
National average salary: $45,000 - $81,000
Financial Analyst Duties & Responsibilities
- Analyze financial management projects
- Coordinate financial analysis projects
- Research and implement changes to financial models based on market conditions
- Provide financial guidance to executive team members
- Validate and test controls on financial data and existing reports
- Generate reporting for all collaborate team member leads
Financial Analyst Skills
- Data science
- Business intelligence
- Communication skills
- Presentation skills
- Microsoft Excel
- Microsoft SharePoint
- SQL, MySQL, Postgres knowledge
- Strategic thinking
- Analytical thinking
- Relationship building skills
- Influence skills
Financial Analyst Requirements
- Bachelor's degree in Accounting, Software Engineering, Business Intelligence or Finance
- 4 - 8 years of accounting and/or finance experience
- Experience with ledger reporting and data warehouses
- Experience with data visualization tools
- Experience translating data to presentation formats
- Customer interaction experience
Financial Analyst Resources
Using This Financial Analyst Job Description Template
In order to use your new financial analyst job description template, follow the instructions below.
- Step one: Copy and paste all sections into a new Word Document (Job Description Sample, Duties, Skills, and Requirements).
- Step two: Customize your requirements or duties to anything special to your environment. Be sure that you meet with either executive staff members or team members to qualify what requirements need to be met.
- Step three: When posting your job online, be sure to include an average salary range as this can help to prevent applicants who don't meet your criteria. Salary ranges are provided in each template.
- Step four: Before posting your job, be sure to check with your team and ensure all descriptions, duties, and requirements are accurate. This will save you from potential miscommunications during the interview process.
Related Hiring ResourcesFinancial Analyst Cover Letter Sample
Financial Analyst Resume Example
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