Financial Analyst Job Description – Forbes Advisor

A financial analyst can wear several hats within the structure of an organization. To ensure that you get the right person for your unique situation, you should write a financial analyst job description that is crystal clear about your needs.

Divide the job description into different sections, such as job description, job overview, responsibilities, preferred qualifications, company culture, benefits, etc., so that it is easier for potential candidates to understand your requirements.

Job title

The job title should be a four to five word description that very succinctly describes the purpose and scope of the position. Take a look at the job titles for financial analyst job descriptions used by your competitors and use something similar.

Presentation of the position

This is the first section of the job description and you want to make a good impression in order to attract the right candidates.

Provide a brief summary of the ideal candidate in three to four sentences. Include the basic qualifications, experience and attitude you are looking for. Also talk about how you will support the new hire to ensure they successfully integrate into your team.


Continue the job description with your motivation behind hiring a financial analyst. You can talk about how you expect the new hire to help you improve specific pain points within the organization. Mentioning specific “problem areas” can potentially help you find someone who has prior experience in achieving those results.


As stated earlier, the responsibilities of a financial analyst depend on the specific needs of your organization. Here, we list some common responsibilities usually assumed by a financial analyst. Feel free to add what is relevant to you and remove what is not.

  • Analyze historical and current financial data to understand the company’s financial condition
  • Assess capital expenditures and depreciation
  • Develop predictive financial models to support organizational decision making
  • Analyze processes to identify gaps that can improve profit margins
  • Establish benchmarks for financial processes
  • Track current financial data to alert stakeholders of any discrepancies
  • Provide advice on buying or selling stocks, making investments and generating funds
  • Study industry-specific research and available data to predict trends
  • Create written reports that enable management teams to make strategic decisions to achieve business goals
  • Prepare documentation for startups and small businesses to obtain funding
  • Develop forecasting tools to automate the analysis of financial data

Skills and Qualifications

Although there are no strict qualifications defined for a financial analyst, here is a list of skills and qualifications that a person applying to work in your organization as a financial analyst should have:

  • Bachelor’s degree, preferably with a major in finance, economics or statistics
  • Proven experience as a financial analyst
  • Demonstrated proficiency with spreadsheets, databases and financial software applications (including software applications that you currently use in your organization or plan to use in the future)
  • Excellent reporting, presentation and communication skills
  • Understanding of generally accepted accounting principles
  • Ability to work with large data sets
  • Strategic thinking and sense of organization
  • Proven skills in analytical and financial modeling

Preferred qualifications

Financial analysis is a broad field and the qualifications are specific to your needs. Here are some of the preferred qualifications you should look for in your shortlisted candidates:

  • CFA titles
  • Proven expertise in the principles, design, and procedural methods used in big data analysis
  • Proven experience with project management tools
  • Hands-on experience working with statistical analysis and statistical packages
  • Knowledge of corporate finance, information analysis and financial diagnostics

Conclude the job description with details about your company culture, benefits, remote work policy, and what you want to include in the application (former employer reference, portfolio of successful projects, certifications, etc. ).

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