Financial Analyst Job Description

The Financial Analyst job description will consist of the role, Financial Analyst duties and responsibilities, qualifications, and technical or soft skills required.

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Role

Join our dynamic team as a Financial Analyst and play a crucial role in driving the financial success of our company. Your role as a Financial Analyst will be to thoroughly analyze financial data, develop financial models, and provide strategic insights to support decision-making.

You will collaborate closely with various departments, including Finance, Operations, and Sales, to ensure accurate and timely financial reporting and forecasting. Your analytical skills will be instrumental in identifying trends, risks, and opportunities to optimize financial performance.

This role of a Financial Analyst presents significant growth opportunities, allowing you to expand your expertise in financial analysis and gain exposure to different areas of the business. You will have the chance to work alongside highly experienced professionals who are committed to development and success.

What sets this role apart is the unique blend of technical expertise and strategic thinking it requires. With your strong attention to detail and ability to think critically, you will contribute to the company's growth and help shape its financial future.

If you are a results-driven individual with a passion for numbers and a desire to make an impact, apply now to join our team as a Financial Analyst.

Responsibilities

  • As a Financial Analyst, it will be your primary responsibility to perform financial analysis and report tasks to support decision-making processes
  • You will collect, analyze, and interpret financial data to identify trends, variances, and opportunities for improvement
  • We expect you to develop and maintain financial models and forecasts to assist in budgeting and strategic planning
  • The Financial Analyst's role entails a critical responsibility in managing and safeguarding the financial data associated with the inflow and outflow of Qualified Settlement Funds (QSFs)
  • Assist with quarter-end tasks, such as accrual preparation, reporting landing positions, submitting group forecasts, and serving as a liaison with various members of the finance and HR teams
  • Your duty as a Financial Analyst will be to conduct cost analyses. Based on that, you will develop recommendations to further optimize our organization's financial performance
  • It will be your duty to collaborate with cross-functional teams to provide insights and guidance on financial matters
  • As a Financial Analyst, it will be your responsibility to carry out various tasks, including loans, census, trust accounting, packaging, and valuation imports as per the needs of the administration
  • You will be responsible for creating documents to support ongoing business reviews. The documents- scorecard updates, operating reviews, and dashboard reviews will fall within your purview
  • We expect you to monitor key performance indicators and prepare regular reports to communicate the financial health of the organization
  • Prepare and deliver timely Management Information System (MIS) reports that are consolidated and business-focused to determine profitability and conduct monthly reviews as part of the financial reporting process
  • You shall contribute to financial audits by preparing documentation, analyzing records, and assisting auditors as needed
  • It will be your duty as a Financial Analyst to support the creation of the annual plan, budget, and cycle forecast. You will ensure proper data is uploaded into the specified budgeting and forecasting tool
  • You must stay updated on the latest industry trends and regulations. You will ensure compliance and inform financial strategies as well

Requirements

  • You must have a strong understanding of financial principles and concepts, including financial modeling, forecasting, and analysis
  • You should possess advanced proficiency in Microsoft Excel and other financial software tools to analyze and interpret complex financial data accurately
  • We value your ability to effectively communicate financial information to both technical and non-technical stakeholders through clear and concise reports and presentations
  • As a Financial Analyst at our organization, you will be responsible for conducting comprehensive financial analysis and making strategic recommendations. This requires excellent analytical skills and the ability to think critically and creatively
  • Your attention to detail is a crucial Financial Analyst skill as you will be working with large datasets, performing reconciliations, identifying trends, and detecting any potential errors or anomalies in financial records
  • We expect you to stay up-to-date with industry trends, market conditions, and regulatory changes that can impact our financial performance, ensuring that your analysis remains relevant and insightful
  • We believe in collaboration and teamwork. You must demonstrate a proactive and collaborative approach when working with cross-functional teams, such as Accounting, Operations, and Sales, to gather necessary financial information and ensure accurate reporting
  • We prioritize candidates who are highly organized and can manage multiple tasks simultaneously. Your ability to prioritize and multitask efficiently will be essential to succeed in this role

Soft Skills

  • Attention to detail
  • Excellent communication
  • Teamwork and collaboration
  • Critical thinking
  • Problem-solving
  • Time management
  • Ethical integrity
  • Emotional intelligence

Bonus

  • Proven record of working as a Financial Analyst
  • Chartered Financial Analyst (CFA)
  • Certified Public Accountant (CPA)
  • Certified Management Accountant (CMA)
  • Financial Risk Manager (FRM)
  • Chartered Alternative Investment Analyst (CAIA)

Promotion Stage

Senior Financial Analyst, Assistant Finance Manager, Finance Director, Vice President of Finance, Chief Financial Officer (CFO)

Salary Range (in USD)

$62,495 to $104,897 per year (Talent.com)

Qualifications

  • Bachelor's degree in Business Administration or Finance
  • An MBA with a finance concentration

Reports To

Finance Manager / Senior Financial Analyst / Director of Finance / Chief Financial Officer (CFO) / Head of Finance Department / Financial Controller

Key Skills

Financial analysis, Data analysis, financial modeling, Risk assessment, Budgeting, Forecasting, Strong analytical skills, Advanced Excel skills, Knowledge of Microsoft Outlook

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