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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:

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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