Financial Analyst Job Description

What is the job description of a Financial Analyst? What are the duties and responsibilities of a Financial Analyst? What does a Financial Analyst do?

Job description of a Financial Analyst

Financial analysts study the performance of investments such as stocks, bonds, commodities and more to provide guidance to businesses and individuals making investment decisions. They may also advise companies on financial strategy decisions, such as the ideal structure of a corporation.

This Financial Analyst job description example includes the list of most important Financial Analyst duties and responsibilities as shown below. It can be modified to fit the specific Financial Analyst profile you're trying to fill as a recruiter or job seeker.

Financial Analyst Duties and Responsibilities

Financial Analyst job description should contain a variety of functions and roles including:

  • Analyzing financial data.
  • Researching macroeconomic and microeconomic conditions.
  • Preparing accounting and other required reports and projections based on the analysis performed.
  • Evaluating capital expenditures and asset depreciation.
  • Coordinating with other members of the finance team, such as a risk analyst when required to review financial information and forecasts.
  • Providing financial models.
  • Making financial forecasts.
  • Analyzing inventory.
  • Establishing and evaluating records, statements, and profit plans.
  • Identifying financial performance trends and financial risk, and making recommendations.
  • Providing recommendations for improvement based on trends.

Financial Analyst Requirements / Skills / Qualifications

Financial Analyst job description should include these common skills and qualifications:

  • Bachelor degree in business, accounting, finance, economics or related field.
  • Proven experience in the financial industry.
  • Proficiency with spreadsheets, databases and financial software applications.
  • Comfortable using a computer for various tasks.
  • Proven leadership abilities.
  • Deep understanding of the financial system and institutions.
  • Outstanding presentation, reporting and communication skills.
  • Proven knowledge of financial forecasting and diagnosis, corporate finance and information analysis.
  • Proficient in Word, Excel, Outlook, and PowerPoint.

As a hiring manager, recruiting an ideal Financial Analyst starts with crafting a good job description. Use this Financial Analyst job description template to save yourself time and help you attract the most qualified candidates. Feel free to revise it to meet your specific needs.

Job seekers interviewing for the role of a Financial Analyst may also reference it in preparation for the interview.