Financial Analyst Job Description Template

Use this Financial Analyst job description template to advertise the open roles for free using You can use this template as a starting point, modify the requirements according the needs of your organization or the client you are hiring for.

Financial Analyst Job Description Template


Job Brief

We are looking for a Financial Analyst to provide accurate and data based information on company’s profitability, solvency, stability and liquidity. You will research and analyze financial information to help company make well informed decisions, write reports and monitor financial movements.


  • Consolidate and analyze financial data (budgets, income statement forecasts etc) taking into account company’s goals and financial standing
  • Provide creative alternatives and recommendations to reduce costs and improve financial performance
  • Assemble and summarize data to structure sophisticated reports on financial status and risks
  • Develop financial models, conduct benchmarking and process analysis
  • Conduct business studies on past, future and comparative performance and develop forecast models
  • Identify trends, advise company and recommend actions to a senior financial analyst based on sound analysis
  • Track and determine financial status by analyzing actual results in comparison with forecasts
  • Reconcile transactions by comparing and correcting data
  • Gain and update job knowledge to remain informed about novelty in the field
  • Consult with management to guide and influence long term and strategic decision making within the broadest scope
  • Drive process improvement and policy development initiatives that impact the function


  • Proven working experience as a Finance Analyst
  • Proficient in spreadsheets, databases, MS Office and financial software applications
  • Hands on experience with statistical analysis and statistical packages
  • Outstanding presentation, reporting and communication skills
  • Proven knowledge of financial forecasting and diagnosis, corporate finance and information analysis
  • Well informed in current financial subjects, accounting, tax laws, money market and business environments
  • BS degree in Finance, Economics or related field

What does Financial Analyst do?

A Financial Analyst typically performs the following tasks on a day-to-day basis:

  1. Collecting and analyzing financial data: This involves gathering financial statements, market data, economic indicators, and other relevant information to evaluate the financial health of a company or market.

  2. Conducting financial forecasting and modeling: Financial Analysts utilize historical data and market trends to create financial models that forecast future scenarios and outcomes. These models help in decision-making processes such as budgeting, investment analysis, and risk assessment.

  3. Evaluating investment opportunities: Financial Analysts analyze investment options such as stocks, bonds, or real estate, assessing their potential returns, risks, and suitability for their clients or organizations.

  4. Performing financial valuation: They determine the value of assets or companies through methods like discounted cash flow analysis, multiple-based valuation, or comparable company analysis. This helps in making informed investment or acquisition decisions.

  5. Preparing financial reports and presentations: Financial Analysts present their findings and recommendations through reports, presentations, or dashboards to stakeholders, including executives, clients, or shareholders. These reports include financial statements, performance metrics, and key insights for decision-making purposes.

  6. Conducting industry and market research: They analyze industry trends, competitor performance, market conditions, and other relevant data to understand the business environment and make informed recommendations.

  7. Monitoring and evaluating financial performance: Financial Analysts track and analyze financial performance against predetermined goals and targets. They identify areas of improvement, risk factors, and potential operational or financial issues.

  8. Assisting in budgeting and financial planning: They contribute to the budgeting process by providing financial insights, conducting variance analysis, and assisting in the development of financial plans aligned with company objectives.

  9. Providing financial recommendations and advice: Financial Analysts offer recommendations on investment opportunities, strategic decisions, cost reduction, financial policies, or risk management strategies, aiming to optimize financial performance.

  10. Staying updated on financial regulations and trends: They continuously update their knowledge of financial regulations, accounting standards, industry trends, and economic indicators to ensure compliance and adaptability in their analysis.

It's important to note that the specific tasks and responsibilities can vary depending on the industry, organization, and level of seniority.

Financial Analyst Job Description Examples

Financial Analyst• The Myers-Briggs Company

Financial Analyst

SF Bay Area ONLY, Hybrid work schedule, work in Sunnyvale, CA office up to 2 days per week...

The Myers-Briggs Company is looking for a talented, dynamic Financial Analyst to join our global Finance team. The position requires a highly motivated, detail-oriented self-starter to partner with business leaders and support financial planning, forecasting, and analysis activities...

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Financial Analyst Senior• SSM Health

It's more than a career, it's a calling.MO-REMOTE...Worker Type:Regular

Job Summary:Performs analysis and reporting regarding financial operations and information.

Job Responsibilities and Requirements:

PRIMARY RESPONSIBILITIES• Performs complex financial analysis and reporting at a senior level.• Performs statistical, cost and financial analysis of data extracted from various interna...

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Financial Analyst• Aston Carter


Responsibilities include preparation of annual business plans and fourth quarter forecasts; preparation and analysis of periodic budget to actual reports; analysis of monthly company, division, location and department results and communication of this analysis to the respective operating units. Other duties as assigned...


financial analysis, Budgeting, Forecasting, Oracl...

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Senior Financial Analyst• Upwork

Datachain Foundation is hiring a Financial Analyst experienced in Startup and corporate funding and Merging and Acquisitions. The ideal candidate will use his past experience in corporate advisory and private equity in the financial planning and analysis of the performance of various projects, allowing the organisation to make well-informed commercial decisions. We are expecting the Financial.....

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