Financial Analyst Job Description: Qualifications and Responsibilities

How to Write a Financial Analyst Job Description

Hiring managers looking to hire Financial Analysts benefit greatly from investing in a high-quality Financial Analyst Job Description. A comprehensive job description saves hiring time and avoids mismatches in applications received by clearly outlining the technical and non-technical skills required. Additionally, it is also an opportunity for the company to attract top talent by presenting opportunities for career development.  

What is a Financial Analyst / What does a Financial Analyst do?

A Financial Analyst budgets, forecasts, and analyzes financial data to inform companies’ decision-making directions. They evaluate investment opportunities, conduct variance analysis, and collaborate with accounting, treasury, and operations teams to optimize financial performance. They support different teams in decision-making through high-quality analysis of the financial data. 

The importance of a good Financial Analyst Job Description

A precise Financial Analyst Job Description attracts candidates who match your technical requirements and cultural fit, improving application relevance and reducing screening time. Research shows that clear, structured job listings receive 30% more applications and boost qualified candidate engagement by 20%, while ambiguous descriptions can deter up to 60% of potential talent. 

Financial Analyst Job Description Template

About the role:‍

• Our Finance team is looking for a highly motivated Financial Analyst to conduct financial planning and analysis, build models, forecast trends, and partner with cross-functional teams to support strategic decision-making.
  

Education & Training:

• Required education: Candidates should hold a Bachelor’s degree in Finance, Accounting, Economics, or any field that demonstrates quantitative ability. ‍
• Preferred education: Have obtained or are currently in the process of obtaining a CPA or CFA. 

How You Will Succeed:

• Build financial models to inform our forecasting and budgeting practice.  
• Inform our stakeholders about the financial performance of the firm. 
• Prepare monthly, quarterly, and annual financial reports and dashboards.
• Collaborate with accounting, operations, and senior leadership across different projects.
  

Skills Requirement:

• Technical skills: Advanced proficiency in Excel (pivot tables, macros), financial modelling, ERP systems, SQL, and data visualization tools (Power BI, Tableau). 
• Non-technical skills: Strategic and analytical mindset, intellectual curiosity. 
• Preferred skills: Experience with programming (Python, VBA), risk analysis, or industry-specific knowledge (e.g., banking, manufacturing).
  

Financial Analyst Pay & Benefits

The median annual salary for Financial Analysts is $101,350, with a typical range from $62,410 to $180,550. Top employers often pair this with benefits such as:

• Health insurance: Offered by 97% of employers. 
• Mental health coverage: 89% now include dedicated mental health plans. 
• Flexible work arrangements: 63% provide hybrid work opportunities. 

Tailoring your Financial Analyst Job Description

Common sub-types of Financial Analyst roles

• Corporate Financial Analyst: Conducts budgeting, forecasting, and variance analysis at a company-wide level.  
• Investment Analyst: Evaluates securities, conducts market research, and models investment scenarios to support investment decisions. 
• Risk Analyst: Assesses financial risk exposures and develops mitigation strategies. 
• Financial Planning & Analysis (FP&A) Analyst: Partners with business units to guide long-term financial planning and scenario analysis.
  

Adjusting for seniority

• Junior Financial Analyst (0–2 years): Emphasize mentorship, foundational analysis tasks, and foundational tool training. 
• Financial Analyst (2–5 years): Highlight independent model ownership, stakeholder presentations, and cross-functional collaboration. 
• Senior Financial Analyst (5+ years): Stress leadership in strategic initiatives, advanced forecasting, and team mentorship roles.
  

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