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Financial Analyst Job Description

If you need to write a job ad, you may find yourself asking ‘what does a Financial Analyst do?’ Don’t worry, we’ve got the answers. A Financial Analyst will help guide a business on how best to spend their money in order to make more money!

Scroll down for our free Financial Analyst job ad template.

What is in a Financial Analyst’s job description?

A Financial Analyst generally researches past investments, industry trends and happenings to help predict and plan where a business should spend its money to best see growth and ROI. Their role specialises in looking towards the future and looking after all your investments. 

Essential parts of a Financial Analyst’s job description:

  • A Financial Analyst works closely with the rest of the finance department to quickly gain and analyse information about the company’s financial position.
  • It is recommended that they attend industry investment events and research happenings in the market.
  • They should be in regular contact with C-Level executives to help advise on any big decisions or inform on any big opportunities.
  • Typical employers include banks and insurance or pension providers.

Financial Analyst Job Description Example

  • Be clear in your description. Know the tasks of the role and ideally who the candidate should be.
  • This means you won’t need to read through too many CVs to find your superstar.
  • You might be tempted to use bullet points in this section, but resist the urge! Tell a story, show off all the cool things they would be responsible for, and get them excited to apply.
  • You should be more focused on your company culture and what your mission is, instead of their daily tasks.

About the role




Are you a responsible individual who is good at decision-making? Are you experienced in the field of finance with great time management skills, and the ability to stay confidential? Do you enjoy strategizing ways to enhance the profitability of a company and minimising expenses? If yes, we may have the next adventure for you here at {Company_Name}.

We are on the lookout for a diligent financial analyst to support us with the overseeing of our financial information and support us in decision making. To be successful in this role you should have experience in producing budgets and conducting internal audits. You’ll have the opportunity to be a part of the financial and HR teams, as well as work in cross-functional teams in a fast paced and ever changing start-up environment.
Du bist eine verantwortungsbewusste, entscheidungsfreudige Persönlichkeit? Du hast Erfahrung im Finanzbereich, verfügst über ein gutes Zeitmanagement und bist absolut verschwiegen, wenn es um vertrauliche Informationen geht? Du hast Spaß daran, Strategien zur Verbesserung der Rentabilität eines Unternehmens und zur Minimierung der Ausgaben zu entwickeln? Dann erwartet dich vielleicht das nächste berufliche Abenteuer hier bei {Unternehmen_Name}.

Wir suchen einen gewissenhaften Financial Analyst (m/w/d), der uns bei der Beaufsichtigung unserer Finanzinformationen und der Entscheidungsfindung unterstützt. Als wichtiger Teil unseres Unternehmens setzt du deine Erfahrung ein, um erfolgreich Budgets zu erstellen und interne Audits durchzuführen. Du erhältst die Möglichkeit, Teil des Finanz- und HR-Teams zu sein und in funktionsübergreifenden Teams in einem schnelllebigen und sich ständig verändernden Start-up-Umfeld zu arbeiten. Bewirb dich jetzt!
  • This section is all about your candidate's experience and responsibilities. You should outline very clearly what they should expect from the job role, not from the company itself. 
  • You should use language that speaks to the candidate directly, use of “you”, “we” and “our” are all positives. 
  • Hard skills in this section are important, but don’t overlook the significance of soft skills, like communication and being a team player, these can make a huge difference to the way people work alongside each other and gel professionally. 
  • What do you believe in, and what are your core values?

Financial Analyst Responsibilities




Remember, these are just example responsibilities for a Financial Analyst's job description, you should edit and adapt as you need.

· The ability to determine financial objectives, risk tolerance, income, expenses and assets.
· Experience in offering strategic advice on products and services, for example; investments, insurance coverage and debt management.
· Research macroeconomic and microeconomic conditions.
· Evaluate capital expenditures and asset depreciation.
· Be responsible for providing financial models and forecasts.
· Coordinate with other members of the finance team to review sensitive financial information.
· The ability to move money from accounts per industry and federal regulations.
· Experience in preparing financial documents.
· The ability to perform market research.
· Enjoy liaising with other teams and external valuers.
Denken Sie daran, dass es sich hierbei nur um beispielhafte Aufgaben eines Finanzanalysten handelt, die Sie nach Bedarf bearbeiten und anpassen sollten.

· Du recherchierst makro- und mikroökonomischen Gegebenheiten.
· Du evaluierst unsere Kapitalaufwendungen und die Abschreibung von Vermögenswerten.
· Du verantwortest die Erstellung von Finanzmodellen und -prognosen.
· Du koordinierst gemeinsam mit anderen Mitgliedern des Finanzteams die Bewertung sensibler Finanzinformationen.
· Du berätst uns strategisch zu Investitionen, Versicherungen und Schuldenmanagement.
· Du definierst finanzielle Ziele und ermittelst Risikotoleranz, Einkommen, Ausgaben und Vermögen.
· Du bewegst Gelder gemäß Branchen- und Bundesvorschriften.
  • This section is essential to finding the candidate with the skills and qualifications that will help them in their job role.
  • This should be clear and concise and set boundaries for submissions.
  • The more information you add to your skills section, the less candidates you’ll have to sift through to find the right one.
  • This would waste both your time and the potential candidate so avoid being wordy as much as possible. Think about what would be an essential part of this role, and what would the applicant need to be successful in the job?

Financial Analyst Requirements




Remember, these are just example requirements, you should edit and adapt as you need.

· A degree in Finance, or the relevant experience.
· Experience working within a fast paced and ever changing start-up environment.
· A strong track record of working as a Financial Advisor.
· Excellent communication and presentation skills with the ability to negotiate effectively and a passion for sharing knowledge to different teams.
· Up to date certificates of CISI, DipFA, CII, FCA or the equivalent.
· Outstanding attention to detail and accuracy.
· An analytical mindset.
Denken Sie bitte daran, dass es sich hierbei nur um Beispielanforderungen handelt, die Sie nach Bedarf bearbeiten und anpassen sollten.

· Du besitzt einen Hochschulabschluss im Bereich Finanzwesen oder die entsprechende Erfahrung.
· Du bist mit der Arbeit in einem schnelllebigen und sich ständig verändernden Start-up-Umfeld vertraut.
· Du kannst eine solide Erfolgsbilanz in der Tätigkeit als Finance Analyst sowie aktuelle CISI-, DipFA-, CII-, FCA- oder gleichwertige Zertifikate vorweisen.
· Du besitzt eine analytische Denkweise und hast einen hervorragenden Sinn für Details und Genauigkeit.
· Du verfügst über hervorragende Kommunikations- und Präsentationsfähigkeiten, Verhandlungsgeschick und hegst eine Leidenschaft für die Weitergabe von Wissen an verschiedene Teams.
· Du bist erfahren in der Erstellung von Finanzdokumenten.
· Du besitzt die Befähigung, Marktforschung zu betreiben.
· Du arbeitest gerne mit anderen Teams und externen Gutachtern zusammen.

Need inspiration?

Your job description will not attract talent all on its own. So when putting together your job post, be sure to show what it's like working at your company not just textually but visually!

  • Remember, attracting a candidate is just as much about your company culture as the job role itself. Make sure to include points that make you seem desirable too!
  • Add photos that show off your office space, team events and your team having a great time.
  • Maybe you could include a video of some team members explaining why they love coming to work, or why they like their role.
  • Include a grid of attractive perks with some nice illustrations. Maybe you have unlimited holidays, or you have an attractive parental leave cover - show off!
  • Why not embed your company's Instagram feed to give a IRL overview of the day-to-day.

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