Financial Analyst Job Description

financial analyst job description includes a detailed overview of the key requirements, duties, responsibilities, and skills for this role.

Last update : July 14, 2023

Financial Analyst Job Description

A financial analyst is a professional who analyzes businesses and markets and research a company’s financial history, current condition, and potential future.

Financial analyst job description template includes a detailed overview of the key requirements, duties, responsibilities, and skills for this role. It’s optimized for posting on online job boards or careers pages and easy to customize this template for your company.

Job Brief:

We’re looking for a Financial Analyst to join our team! As a Financial Analyst, you will be responsible for providing analysis and advice to management on a variety of financial matters. You will also be responsible for preparing financial reports and performing financial analysis.

Financial Analyst Duties:

  • Provide financial analysis, forecasts, and recommendations to meet business objectives
  • Maintain overall financial accountability of projects, including cost, profitability, cash flow, and cash flow forecasting
  • Support profitability goals by proactively identifying and resolving issues before they result in customer dissatisfaction and financial loss
  • Manage the annual budget and forecast
  • Evaluate project feasibility and results
  • Manage cash flow forecasting, reporting, and forecasts
  • Maintain current budgets
  • Manage accounts payable and accounts receivable

Financial Analyst Responsibilities:

  • Gather, analyze, and interpret financial information, and prepare financial reports and statements
  • Prepare and reconcile financial statements, invoices, and petty cash
  • Prepare monthly forecasts, budget, and projections for projects
  • Perform expense analysis, accounting reconciliations, and account analyses
  • Maintain accounting records, monitor compliance with government regulations, and assist with audits
  • Coordinate employment and benefit programs
  • Monitor compliance with corporate policies and procedures

Requirements And Skills:

  • Bachelor’s degree in finance, accounting, business administration, or related field
  • 2+ years’ proven experience in a financial planning and analysis role
  • Experience with reporting, budgeting, and forecasting
  • Strong analytical and problem-solving skills
  • Ability to prioritize and multi-task

At [Company Name], we’re an equal opportunity employer committed to building a diverse and inclusive team. We welcome applications from people of all races, religions, national origins, genders, and ages, as well as veterans and individuals with disabilities.

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