Financial analyst role and responsibilities

As a financial analyst, your primary role is to analyze the past and present financial data of your organization and estimate future revenues and expenditures. You'll also:

  • Run and document financial analysis projects
  • Aid your organization with financial functions, such as assessing, auditing, planning, budgeting, taxes, consolidation, cost control and project control
  • Evaluate and analyze capital expenditures, depreciation, proposals, investment opportunities, rate of return, profit plans, operating records, financial statements, etc.
  • Rely on instructions and pre-established guidelines to perform the functions of the job
  • Typically report to a supervisor or manager

Financial analyst skill set

  • Strategic thinking
  • Ability to persuade senior stakeholders
  • Understanding of Sarbanes-Oxley
  • Ability to multitask
  • Presentation skills
  • Time management and organizational skills

Qualifications

Depending on the job you want, you may need:

  • Bachelor’s degree
  • 0-2 years of experience in the field or in a related field
  • Familiarity with financial programs and software
  • Basic understanding of principles of finance

Prepare for these 5 financial analyst interview questions

If you've got a financial analyst interview lined up, prepare to give truthful answers to the following questions, not necessarily just the answers you think the interviewer wants to hear.

  1. How familiar are you with financial software?
  2. What profitability models do you find most accurate?
  3. Tell me about a time you had to use your analytical skills
  4. What do you do when you get pushback from a stakeholder?
  5. How do you go about creating reports and crafting recommendations?

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Similar poisitions

  • Senior financial analyst
  • Financial analysis manager
  • Financial reporting manager
  • Investment analyst

Career Advancement

Depending on the path, financial analysts can become:

  • Senior financial analyst
  • Financial analysis manager
  • Financial reporting manager
  • Controller
  • Treasurer
  • Chief Financial Officer

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