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Finance Analyst Job Description

The following is a sample job description for a Financial Analyst to reference when building your resume. Assess the qualifications and requirements listed to get an understanding of what you need to include on your resume for what employers expect in this field.

SUMMARY:

Finance Analysts are responsible for analyzing financial data, conducting market research, and preparing reports based on their findings. They work with a variety of companies, such as banks or investment firms, and may specialize in a particular industry or type of business. They generally have an undergraduate degree in accounting or finance and have several years of experience working in the field.

Additional strategies for this can be found here.

FUNCTIONAL DUTIES:

  • Analyzing financial data in order to identify trends and opportunities for improvement.
  • Creating forecasts for future performance based on historical data or other information sources.
  • Making recommendations based on these analyses to senior management.
  • Analyze financial data and forecast future trends for the company
  • Review financial statements and reports to find errors or omissions
  • Evaluate financial performance against budgeted numbers.
  • Provide recommendations on how to improve profitability through cost-reduction measures or revenue-generating opportunities.
  • Prepare budgets based on input from management regarding business goals, revenues and expenses.
  • Estimate profitability, costs, and revenues for various projects
  • Create financial models to test assumptions about how changes in input variables will affect output variables.
  • Play an active role in the development of strategic plans for the company.

REQUIREMENTS:

  • A bachelor’s degree in finance, accounting, or business administration.
  • At least 3 years of experience working as a financial analyst.
  • Knowledge of Excel and Google Sheets.
  • Experience using PivotTables and creating macros.
  • Able to use math, statistics, and other quantitative methods to collect and analyze data as part of your job duties.
  • Ability to work independently and effectively manage multiple projects at once.
  • Excellent organizational skills and attention to detail.
  • Excellent communication skills and the ability to work with others

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