Financial Analyst Job Description

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A free version of this Financial Analyst Job Description is available for download as a PDF. To download, please click the link to the right.

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.

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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

Financial Analyst Skills

Financial Analyst Requirements

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.

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author: patrick algrim
About the author

Patrick Algrim is an experienced executive who has spent a number of years in Silicon Valley hiring and coaching some of the world’s most valuable technology teams. Patrick has been a source for Human Resources and career related insights for Forbes, Glassdoor, Entrepreneur,, SparkHire, and many more.


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