Financial Analyst Job Description

This Financial Analyst job description template has all you need and can easily be customized. 

Job Descriptions


Financial Analyst Introduction:

_________________ is currently hiring a Financial Analyst to join our team. This is an opportunity to have a say and make an impact! Financial Analysts are critical members of our organization as they help us make smart, profitable business decisions and avoid risks. We value your expertise, attention to detail, and business acumen. The ideal candidate for this role is a great communicator that is highly analytical and strategy-focused. Previous experience in the _________ industry is considered a strong asset, but a quick-learner that is willing to learn our market will also enjoy this role.

Financial Analyst Responsibilties:

This position reports to the _______________. Duties may include:

  • Analyzing financial data and reports and making recommendations based on company’s goals and business strategy
  • Suggesting cost-saving and other financial strategies
  • Preparing and presenting reports
  • Completing financial models
  • Completing risk-assessments, benchmarking, and forecasting activities and analysis
  • Following news and trends in our industry and using this knowledge to make smart business recommendations
  • Working with team on special projects
  • Other duties as assigned

Financial Analyst Qualifications:

  • Bachelor’s Degree with a focus in Finance, Economics, Business Administration or a related field
  • CFA and/or MBA considered a strong asset but not required
  • 2-3 years experience in a similar role
  • Previous experience in our industry considered a strong asset
  • Excellent interpersonal communication skills

Financial Analyst Core Skills:

  • Reports
  • Cost-analysis
  • MS Excel
  • Forecasting
  • Business strategy
  • Presentation skills
  • Risk assessment
  • Analysis
  • Interpersonal communication skills
  • Compliance
  • Market research
  • Financial models
  • Benchmarking
  • Teamwork
  • Attention to detail

Alongside Pro-Tip:

Does this position require experience in a specific industry? Are specific certifications necessary for this role? Be sure to adjust this job posting template to meet the needs of your organization. Get some great Financial Analyst interview questions here.

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