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Financial Analyst

Job Overview

The Financial Analyst provides financial data and analysis to support projects in accounting, finance, and other departments. This role participates in the planning, development, implementation, and monitoring of the annual operating and capital budgets, and is responsible for conducting scheduled and ad-hoc analyses. The Financial Analyst handles highly sensitive and confidential information, requiring a high degree of professionalism and discretion. This position works both independently and as part of a team, leveraging financial software and systems. The Financial Analyst communicates financial information effectively to a variety of stakeholders, including senior management.

Organizational Impact

The job of a Financial Analyst has a significant impact on the organization. Some of the impacts are:

1. Financial Planning: Financial Analysts play a crucial role in the financial planning of an organization. They analyze financial data, identify trends, and make recommendations to management on how to improve financial performance.

2. Investment Decisions: Financial Analysts help organizations make informed investment decisions by analyzing financial data and providing insights into the potential risks and returns of different investment options.

3. Cost Reduction: Financial Analysts help organizations identify areas where costs can be reduced. They analyze financial data to identify inefficiencies and recommend ways to streamline operations and reduce expenses.

4. Risk Management: Financial Analysts help organizations manage financial risks by analyzing financial data and identifying potential risks. They also recommend strategies to mitigate these risks.

5. Performance Evaluation: Financial Analysts help organizations evaluate their financial performance by analyzing financial data and comparing it to industry benchmarks. They also provide insights into areas where performance can be improved.

Overall, the job of a Financial Analyst has a significant impact on the financial health and success of an organization.

Key Systems

- Microsoft Excel

- Financial modeling software (e.g. Oracle Hyperion, SAP Business Planning and Consolidation)

- Accounting software (e.g. QuickBooks, Xero)

- Business intelligence tools (e.g. Tableau, Power BI)

- Enterprise resource planning (ERP) systems (e.g. SAP, Oracle)


- Financial data and reports

- Economic trends and market analysis

- Company financial statements and budgets

- Industry regulations and compliance requirements

- Investment opportunities and risk assessments


- Financial reports and analysis

- Budget forecasts and recommendations

- Investment analysis and recommendations

- Risk assessment and management

- Financial modeling and projections


  • Budget preparation assistance, detailed financial analyses, financial package preparation, researching expense variances to budget analyses, quarterly portfolio value reports; assist with external and internal portfolio audits, assist in due diligence process, and federal tax ID numbers
  • Monitor expiration of insurance & maintenance of records, review incoming vendor certificates and send for processing; log and file policy endorsements;
  • Review loan requirements; retrieval of invoices and payments, edit lender forms, assemble paperwork for review by supervisor, maintain draw tracking and funding spreadsheet.
  • All other duties as assigned

Recommended Items

  • Financial analysis and reporting procedures
  • Budgeting and forecasting templates
  • Financial modeling guidelines
  • Investment analysis and evaluation criteria
  • Risk management policies and procedures

Content Examples

  • Financial reports and analysis
  • Budget and forecasting documents
  • Investment analysis and recommendations
  • Risk management reports
  • Financial modeling and scenario analysis

Sample Event-Driven Tasks

- Analyze financial statements and prepare reports for quarterly earnings calls

- Monitor market trends and provide recommendations for investment opportunities

- Conduct cost-benefit analyses for potential business initiatives

- Evaluate financial risks and develop strategies to mitigate them

- Create financial models to forecast future performance and inform decision-making

Sample Scheduled Tasks

- Analyzing financial data and preparing reports on a weekly basis

- Conducting variance analysis and identifying trends on a monthly basis

- Updating financial models and forecasts on a quarterly basis

- Reviewing and reconciling accounts on a bi-annual basis

- Participating in budgeting and planning processes on an annual basis

Sample Infill Tasks

- Analyzing financial statements and preparing reports on financial performance

- Conducting market research and analyzing industry trends to inform investment decisions

- Developing financial models to forecast future performance and identify potential risks

- Evaluating investment opportunities and making recommendations to senior management

- Monitoring and reporting on the performance of investment portfolios and making adjustments as needed.

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