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Financial Analyst Job Description: Top Duties and Qualifications

A Financial Analyst, or Financial Consultant assesses projects and companies to decide whether they are suitable for investment. Their primary duties include compiling reports on the viability of a business and presenting it to potential investors or banks, reviewing trends in turnover and profit and offering advice to their clients or employers on the financial performance of a business.

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Financial Analyst duties and responsibilities

Financial Analysts provide vital information to businesses who rely on their research and expertise to ensure that they are making the best decisions for their future. They are responsible for a wide range of tasks, including:

  • Creating charts, tables and graphs to allow them to present data in an effective format
  • Analysing financial reports, including data on income and expenditure and market performance
  • Interpreting information about yield, price, risk, stability and other factors that contribute to a company’s viability
  • Monitoring industry news and developments to identify potential investment opportunities and minimise risk
  • Maintaining a working knowledge of their industry using trusted sources such as trade bodies, industry experts, government agencies and other corporate developments.
  • Comparing stock performances for their industry and using them to make predictions
  • Creating financial models and using them to recommend investment, expansion, cost-cutting ideas or revenue growth streams
  • Reviewing company accounts
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Financial Analyst Job Description Examples:

Example 1

If you are a quick learner with a drive to keep improving, enjoy solving problems and contributing to process improvements this could be the job for you! We are looking for a dynamic and friendly individual to join our Accounts Payable team at Sportpursuit.

From day one you’ll be dealing with high volumes of complex invoices, using your analytical skills to track down differences between the stock we receive and the stock we’re billed for. You’ll then work closely with your colleagues and supplier contacts to resolve those issues, successfully paying the invoices and paving the way for great relationships with our suppliers.

This role is UK remote based and suits someone who is genuinely interested in getting stuck in!

Key responsibilities in this role

  • Reviewing and approving invoices, managing complex queries using Excel
  • Liaising with people in the finance team, wider company and suppliers to problem solve invoice queries when they arise
  • Supporting the finance team to ensure the wider team achieves departmental objectives e.g., bank reconciliation, cash flow forecasting
  • ​Taking responsibility for more complex / ad hoc areas of the Accounts Payable team function, e.g. managing high priority suppliers, running parts of the payment run, suggesting and implementing process improvements

    As a SportPursuit employee we assume you will have a problem-solving mindset, and be able to respond to challenges with creative solutions. You will be a team player and will be willing to get stuck in, one of our key values at SportPursuit. We do however require a few specifics from you.

    To be successful in this role you must have:

  • Committed to producing high quality outputs within strict deadlines
  • An organised and methodical approach
  • Strong analytical skills, used to identify and improve upon existing accounts payable processes
  • Strong English written and verbal communication skills
  • 2:1 undergraduate degree (2:2 considered with strong UCAS) and 128+ UCAS points or equivalent
  • 1-2 years prior experience in and Accounts Payable function. Other areas of Finance / Accounting may be considered depending on the strength of the rest of your application.

    Nice to have but not essential:

  • Experience of using Excel – Don’t worry, we can teach you all you’ll need to know if you are keen to learn!
  • Self-driven, results-oriented with a great eye for detail and enthusiastic with a proactive ‘Can-do’ attitude
  • A desire to learn for a career in Finance

    Benefits:

  • Friendly and dynamic working environment with a Core Hours working pattern!
  • ​Holiday – get stuck into your adventures. 25 days of holiday a year as standard with the opportunity to purchase an additional 5 days extra! Our Bank Holidays are flexible as well.
  • ​Work anywhere in the world for up to 30 working days a year!
  • ​Workplace pension - we're set up with The People's Pension to make sure we're contributing to help you save for retirement.
  • ​Learning and Development budget available to all employees.
  • ​Staff discount for access to great quality kit.
  • ​Lunch & Learn sessions.
  • ​Socials – A social budget which grows every time we hit budget, with a social team that just loves using it!
  • Hybrid working model where we are mostly remote. But don't worry, when you're in the office we'll have lots of free food and drink - help yourself to tea and coffee as well as healthy snacks and fresh fruit. Other treats are also on hand - Chocolate Hobnobs are an office favourite!

    Diversity at SportPursuit:

    SportPursuit recruits, employs, trains and promotes regardless of race, religion, colour, national origin, sex, disability, age, gender identity and/or expression, or any other protected status. SportPursuit are dedicated to nurturing an inclusive environment where employees can bring their full selves to work. We celebrate diversity of thought and recognise the strength and dynamism that comes with it*.*

    ​

    About us:

    SportPursuit fuels sporting adventure with affordable, great quality kit. Founded in 2011, we are an innovative online retailer with over 7 million members across the UK, Europe and beyond. We hunt down the best deals available online on a wide range of quality sports and outdoor brands and create an inspiring, personalised shopping experience for each customer. Everyone in the SportPursuit team has the opportunity to make a difference and help grow the business

    Job Types: Full-time, Permanent

    Benefits:
  • Company pension
  • Cycle to work scheme
  • Employee discount
  • Flexitime
  • Free flu jabs
  • Sabbatical
  • Sick pay
  • Work from home
    Schedule:
  • Flexitime
  • Monday to Friday
  • No weekends
    Supplemental pay types:
  • Bonus Location: Hybrid remote in London

    • Example 2

    Our Client is a leading full-service leasing and asset management company specialising in the aviation industry. The company operates globally, with its headquarters in London, bases in the USA and Europe, and team members across continents. We are looking for someone with the right skillset to join our growing team in our fast-paced London office.

    Consideration will only be given to those who are currently based in the UK or Ireland and are willing to relocate themselves for the opportunity.

    Main Responsibilities
  • Analysing, pricing and assisting with structuring transactions
  • Continuous development of pricing and portfolio models
  • Recommend different business case strategies and resulting varying transaction returns and risk cashflow models
  • Assist in producing credit analysis for underlying obligors in transactions modelled
  • Assist in producing internal approvals and transaction memos and presentations
  • Work with the finance team preparing various reports as required
  • Assist with portfolio management reporting and budgeting process
  • Produce ad-hoc analysis

    Candidate Requirements
  • 1+ year’s relevant experience or coursework in an analytical / pricing roles with a finance / commercial function
  • Strong financial modelling experience essential
  • Excellent Microsoft Excel skills
  • Whilst experience in aviation/aircraft leasing is not mandatory, an interest in it would be helpful
  • Ability to quickly organize and analyse deal information
  • High attention to detail
  • Strong numeracy skills
  • Methodical and organised
  • Good verbal & written communication skills
  • A team player with a good work ethic and positive attitude
  • Ability to work autonomously and prioritise and manage workload

    Other requirements: fully vaccinated against COVID-19

    Qualifications and Experience
  • Relevant bachelor’s degree or MSc in Aviation Finance or equivalent financial qualification

    Additional Requirements
  • CV Should be sent with current salary expectations
  • As part of the application process you will be sent a Screenable video interview to complete.

    Job Types: Full-time, Permanent

    Salary: £40,000.00-£55,000.00 per year

    Additional pay:
  • Yearly bonus
    Schedule:
  • Monday to Friday

    Ability to commute/relocate:
  • London: reliably commute or plan to relocate before starting work (required)

    Education:
  • Bachelor's (required)

    Experience:
  • Analytical /Pricing: 1 year (required)
  • Financial modeling: 1 year (required)

    Application deadline: ID: MRE/0522/IN

    • Example 3

    Through education, people can transform their lives and reach career goals. learndirect has been empowering individuals to reach the height of their potential for many years, with a forward-thinking digital approach.

    As the UK’s leading online learning provider, we have helped millions of learners gain qualifications that have led to exciting careers. Our work is to empower, inspire, and transform lives through flexible education made accessible to all.

    From Access to Higher Education Diplomas and GCSEs to animal courses and accredited dental nursing qualifications, we offer education to individuals from all backgrounds and at any stage of their life and career.

    Through partnerships with industry-leading providers in multiple sectors, learndirect has helped more than 4.5 million learners get the qualifications they need.

    We are Private Equity backed with rapid expansion well underway, you could become a part of an exciting online solution to educational needs.

    About the Role

    Reporting directly into the Group Head of Financial Reporting, Planning and Analysis you will be responsible for financial reporting, budgeting, and forecasting and financial analysis for the Private Equity backed Group.

    Responsibilities

  • Under direction from the CFO and Head of FRP&A, to take responsibility for financial reporting, budgeting, and forecasting, and financial analysis for the group – daily, weekly, monthly, and annual processes.
  • Sharing responsibility for control and analysis of financial data and MI across the group
  • Engage and take a lead role in a range of budgetary and forecasting processes, including process calendarisation, close liaison with commercial and operational management, focused on delivery of best-in-class quality output in line with agreed deadlines
  • Develop financial models to efficiently present information from financial accounts, performance analyses, trends, and key performance indicators along with intelligent commentary and direction where possible.
  • Assist with financial analysis when needed with ad hoc projects including new business initiatives and potential acquisitions.
  • Work alongside the financial accounting team to extract relevant data and business information to develop Board Information for the CFO, along with a monthly draft Board Pack of financial information, other relevant operational information (such as headcount analyses by category/business unit) and business key performance indicators.
  • Partner closely and share the workload with another Group Financial Analyst with similar duties forming a business analyst team that is agile and forward-thinking, to service the needs of the group through creative and inciteful analysis, commercial acumen, and collaborative assessment of business issues.
  • Work closely with operational and commercial management on ad hoc projects, business case development, what-if scenarios, and all analytical support requirements.
  • Actively seek opportunities to enhance efficiency and financial control across all business process categories including Purchase to Pay, Revenue to Receipt, and any other workstream that commits resource or exposes the group to risk
  • Be prepared to make presentations of financial information to colleagues, financial/operational and at times senior management.
  • You will liaise closely with CFO as required

    Requirements

  • Qualified Financial Professional
  • Hold a CIMA/ACA/ACCA qualification
  • Highly competent in complexed Excel modelling
  • Highly intelligent, driven and articulate individual with ability to communicate clearly to senior leadership team as well as at all levels to other stakeholders.

    Job Type: Full-time

    Salary: £40,000.00-£50,000.00 per year

    Benefits:
  • Company events
  • Company pension
  • Employee discount
  • Store discounts
    Schedule:
  • 8 hour shift
  • Monday to ID: LD008

    • Example 4

    LondonEnergy are currently looking to recruit a Trainee Financial Analystto support our Finance Department based at our head office in Edmonton, North London.
    The Trainee Financial Analystyou will provide a professional and efficient service, primarily in the purchase to pay function, ensuring the business has accurate financial information in accordance with its needs.

    Accountable for the purchase ledger process, from the receipt of invoices, through reconciliation of supplier accounts to supplier payments, the main duties include electronic preparation of invoices and BACS payments, reconciling supplier statements and assisting with financial month end processes.

    Use of and user development of the ERP system is an important part of the role.

    As the Trainee Financial Analyst you are also responsible for:

  • Matching, checking and coding invoices
  • Supporting operational managers to fulfil their roles in the purchase to pay system
  • Collating KPI reports to ensure unmatched items are understood and addressed
  • Preparing payments - to be made by BACS and cheques
  • Reconciliation of supplier statements
  • Communication with suppliers by phone and email
  • Resolving queries
  • Liaising with internal budget holders to ensure correct and timely payments to suppliers
  • Maintaining strong relationships with customers and suppliers
  • Reviewing systems and processes and recommending improvements where necessary
  • Assisting with month end processes
  • Preparation and analysis of data for ad hoc reports and reviews

    Knowledge and Experience:

  • A current student of a numerate, finance or business-related course, or a graduate, able to commit to a fixed term contract of one year.
  • Ability to communicate at various levels
  • Strong attention to detail and achieving successful outcomes.
  • Strong analytical skills
  • Experience with Microsoft Office software, particularly Microsoft Excel, and the ability to develop strong Excel skills.

    About Us:
    LondonEnergyoperates the second largest waste contract in the UK, handling, and processing nearly 750,000 tonnes of London’s waste every year. We have a dedicated team of people working across North London making a difference to the environment and the local community from the work we do.

    By processing household waste at our facility, we produce enough waste from energy to power 80,000 homes every year and recycle 70% of items through our Reuse and Recycling Centres.
    If this position is of interest, please forward your cv in the first instance and one of the team will be back in touch to discuss your application.

    Job Type: £17,500.00 per year

    • Example 5

    Job Title: Finance Analyst

    Location: Wokingham, UK

    Duration: 6+ Months Contract (High Possibility of extension)

    Rate: Inside IR35

    Job Description:

    Job Purpose
    As Senior Analyst, you will play a key role in developing insights and foresights for the DPS business by demonstrating a strong understanding of the business and external environment. You will support and seek to influence the business on a variety of topics including resource allocation and profitability.
    You will aid in the delivery of the BUF goals and objectives, creating new value for the Medical Device UK Operating Company.
    This is an excellent opportunity for someone looking to tackle a frontline finance role with the capability and exposure to make a difference.

    What your day may include:
    Role Responsibilities:
  • To provide finance business support for sales, gross profit and opex for related client platforms, aligned to the BUF vision
  • To be a key business partner by actively supporting members of the client UK leadership team
  • To provide insightful analysis and commentary to explain deviations in financial performance between actuals business results and planned/forecasted results or from one plan cycle to another plan cycle
  • To review expenses and provide insights to enable cross-functional leads to make agile resource prioritisation decisions across the organization
  • To support the FP&A CoE in creation of accurate, timely and complete financial forecasts for each client plan cycle relevant to your area
  • To independently provide financial projections for each monthly Latest Thinking projection
  • To ensure all business partners have appropriate finance knowledge to enable accurate, timely, complete and appropriate initiation of financial transactions such as accruals, prepayments and purchase order goods receipts and are kept sufficiently advised of key finance metrics to aid compliance to the finance timetable
  • Provides support for ad hoc projects within the BUF team, co-creates with the business and Regional Finance on specific projects including partnerships.
  • Ensures compliance with the client WW Financial and Business Conduct procedures
  • Works as One Team with our UK FP&A COE and Prague Global Services teams to ensure accurate and timely actuals and business plan/forecast updates.
  • A member of a successful, forward-thinking Finance Team delivering on the Finance Vision, Goals, and Objectives

    Qualifications
    What will you need to be successful in this role:
  • Degree level education
  • Fully qualified accountant, with relevant business experience
  • Medical Device / commercial finance experience desirable
  • Strong business co-piloting skills; customer oriented and strategic in approach
  • Excellent communication skills, both written and verbally; effective presentation skills
  • Ability to challenge and influence others
  • Results oriented with strong prioritization skills
  • Ability to maintain accuracy under pressure
  • Analytical and able to work with complexity
  • Proactive approach; desire for continuous improvement and standardization
  • Able to build a positive atmosphere of trust and mutual respect
  • Curious mentality and a desire to learn
  • Excellent interpersonal skills
  • Fluent command of English
  • MS Office proficiency

    Job Types: Full-time, Fixed term contract, Temporary contract
    Contract length: 12 months

    Salary: £220.00-£280.00 per day

    Additional pay:
  • Performance bonus
    Benefits:
  • Flexible schedule
    Schedule:
  • 8 hour shift
  • Day shift
  • Monday to Friday
  • Weekend availability

    COVID-19 considerations:
    Yes

    Ability to Greater London: reliably commute or plan to relocate before starting work (preferred)

    • Example 6

    At National Car Parks we are looking to recruit a Finance Analyst on a permanent basis to support the head of function providing financial analysis and decision support using accurate and timely P&Ls, balance sheet reconciliation and oversight of contractual obligations.
    Salary
    £38,000 - £40,000 per ann
    MON - FRI 0900 - 1715 (37.50 hours per week)
    4 Days per week in the office, 1 day at home (Option)

    Key Responsibilities:
  • To build relationships with relevant stakeholders, building knowledge, commercial innovation and financial awareness, ensuring any risks or opportunities are proactively managed and shared appropriately.
  • Responsibility for reporting the performance and provide support by way of financial reviews and analysis to different stakeholders
  • Ensuring all month end cost variances against budget are fully explained and challenged before Finance Manager review

  • Preparing month end accruals and prepayments with thorough analysis of figures in the GL and budgets prior to posting.
  • Responding to all queries promptly and professionally and ensuring corrective action is taken
  • Reconciling balance sheet accounts on a monthly basis, ensuring proof of balance is incorporated and all appropriate actions are taken to clear reconciling items promptly.

  • Responsible for preparing opex budget, as designated, within given time-frame. Liaise with business heads to ensure all costs are relevant and documented, ready for review and approval by Finance Manager pending budget sign off.
    Technical Skills

  • Strong Data Manipulation / interrogation skills;
  • Good IT skills (Excel – preferable at Advanced level, and Oracle);
  • Good working knowledge of OLAP tools, such as TM1;
  • Good knowledge and understanding of accounting standards / processes.
  • Ability to work to tight deadlines and priorities effectively;

    Qualifications / Experience
    Candidate would ideally be a studier looking to develop within the role AAT qualified ACCA or CIMA

    What we offer:
  • 33 days annual leave
  • One day extra holiday for your Birthday
  • Free on-site parking
  • Rail Season Ticket Loan
  • Generous Pension Scheme

    Job Types: Full-time, Permanent

    Salary: £38,000.00-£40,000.00 per year

    Benefits:
  • Company pension
  • On-site hour shift

    • What does a Financial Analyst do?

    Financial Analysts advise businesses and individuals that are making investments decisions. They provide details of the way bonds, stocks and other investments perform and offer recommendations based on their analysis of the risk and reward. They have extensive knowledge of the financial markets and perform ongoing monitoring to identify trends and changes. They can work for businesses that want to identify opportunities for expansion or prepare financial forecasts to use for resource planning and financial modelling. They work closely with finance teams but also liaise with members of other departments and gather data from all areas of the business.

    Financial Analyst skills and qualifications

    Financial Analysts are responsible for undertaking thorough research and spotting trends in the way the markets move. A successful Financial Analyst candidate will have various prerequisite skills and qualifications , that typically include:

    • Excellent maths and numeracy skills
    • Knowledge of the financial markets
    • Analytical and critical thinking skills
    • Communication and interpersonal skills
    • Time management skills and ability to work on tight deadlines
    • Computing expertise including designing spreadsheets and presentations
    • Expertise in researching and interpreting financial reports

    Financial Analyst experience requirements

    Some Financial Analysts begin working after graduating, while others gain industry or financial experience first. Internships are also a good way to gain valuable experience. Previous experience in roles dealing with quantitative analysis, statistical and analytical analysis are a great asset. Candidates that have worked in prior roles where they have been responsible for forecasting, financial modelling or data analysis, also have an advantage.

    Financial Analyst education and training requirements

    Financial Analysts need a degree in accounting, finance, economics or a similar field and many Senior Financial Analysts have post-graduate qualifications as well. Some employers prefer applicants who have been certified by the Chartered Financial Analyst Society (CFAUK) or the Chartered Institute for Securities and Investment (CISI).

    Financial Analyst salary expectations

    According to Indeed Salaries, the average salary for a Financial Analyst is £35,598 per year, but this depends on seniority, experience and the industry in which they are working as well as the area of the country where the company is based.

    Job description samples for similar positions

    If you’re recruiting for a role in finance, but this one doesn’t quite meet your needs, then take a look at these alternatives for some ideas:

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    Financial Analyst job description FAQs

    Who does a Financial Analyst report to?

    The reporting structure for a Financial Analyst can vary between businesses, however generally they report to a Senior Financial Analyst, a Financial Manager or Executive Financial Manager. Some Financial Analysts will work directly with Portfolio Managers or Payroll Managers to offer advice on specific aspects of a business,

    What makes a good Financial Analyst job description?

    Be specific about the level of experience and qualification required for the role to attract the most suitable candidates. Include details of any specific industry knowledge that would be an advantage and give some idea of the reporting structure and size of the department in which the role is based. Include information about benefits packages and any other perks as well as the company culture and ethos to attract a range of applicants.

    What should you look for in a Financial Analyst CV?

    Candidates with experience of preparing and delivering reports to management will be an asset to a finance team, as will applicants who have experience working in a finance environment and working with figures. Experience of using enterprise resource planning systems, financial management systems and asset management are ideal for candidates for Financial Analyst roles.

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