Financial Analyst Job Description Template (2024)

Financial Analyst

[Intro Paragraph] First, we recommend starting your financial analyst job description with a short introduction. Introduce your company by giving some background information on the latest projects you’ve been working on, the average satisfaction rate among employees, and any financial goals the company hopes to achieve.

Financial Analyst Job Requirements and Responsibilities: Next, you will want to include the job responsibilities in your financial analyst job description, providing as much detail as possible. This will help candidates understand the day-to-day duties of the position, as well as the financial scale and resources they’ll be working with. You could include:

• Determines cost of operations by establishing standard costs and collecting operational data.
• Analyzes past and current financial performance data.
• Prepares reports and projections based on analyses.
• Identifies financial status by comparing and analyzing actual results with plans and forecasts.
• Guides cost analysis process by establishing and enforcing policies and procedures.
• Improves financial status by analyzing results, monitoring variances, identifying trends, and recommending improvements to management.
• Reconciles transactions by comparing and correcting data.
• Maintains databases by entering, verifying, and backing up data.
• Recommends actions by analyzing and interpreting data and making comparative analyses.
• Increases productivity by developing automated accounting applications and coordinating information requirements.
• Protects operations by keeping financial information confidential.
• Maintains technical knowledge by attending educational workshops and reviewing publications.
• Contributes to the team effort by accomplishing results as needed.

[Work Hours and Benefits] The third part of your financial analyst job description should provide a transparent overview of the work hours and benefits. Generally, a financial analyst is expected to work a regular 40-hour workweek. However, they are expected to show up when necessary and may occasionally have to work odd hours or on weekends. Mention if this is expected and whether it’s essential for the new employee to live within a certain mile radius of the office.

Don’t forget to include information about your compensation package. The salary of the financial analyst is often based on their experience and will be determined during the interview process, but you can always include other forms of compensation like PTO, skills training and professional development opportunities, a company car, or health insurance. Keep in mind, your benefits package must be competitive with similar jobs.

Financial Analyst Skills and Qualifications:

• Strong understanding of business finance and analytics
• Great interpersonal and communication skills, both oral and written
• Strong analytical and problem-solving skills
• Excellent organizational and project management skills
• Expert in using Microsoft Excel and PowerPoint

Education and Experience Requirements:

• Bachelor’s degree in finance business analytics or related business field is required
• Minimum of [number] years’ experience in a similar position
• Experience with Hyperion Essbase is a plus

[Call to Action] The last part of your financial analyst job description should include a strong call to action. Thank the reader for their time and interest and provide links to your email address or hiring website. Let them know what they need to submit when they apply to your position and provide them with an explanation of the interview process.