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This Financial Analyst job description template is optimized for posting on online job boards or careers pages and easy to customize for your company.

In order to attract Financial Analyst that best match your needs, it is very important to write a clear and precise job description.

Financial Analyst job description example

The Financial Analyst is responsible for conducting financial analysis, providing insights and recommendations to support decision-making, and ensuring the accuracy and integrity of financial data. The Financial Analyst will play a crucial role in budgeting, forecasting, and other financial planning activities, and will work closely with the financial management team to support the organization’s overall financial strategy.


  • Conduct in-depth analysis of financial data, including financial statements, budgets, and market trends
  • Develop and maintain financial models to support analysis and decision-making
  • Prepare reports and presentations to communicate insights and recommendations to management and stakeholders
  • Collaborate with other departments, such as sales and marketing, to support forecasting and budgeting activities
  • Participate in the preparation of financial statements and other financial reports
  • Monitor financial performance and identify trends and opportunities for improvement
  • Continuously evaluate and recommend improvements to the financial analysis process and systems
  • Provide ad-hoc financial analysis and support as needed


  • Bachelor’s degree in Finance, Accounting, or related field
  • 2+ years of experience in financial analysis or related field
  • Strong knowledge of financial statements and market trends
  • Excellent analytical and problem-solving skills
  • Ability to work independently and under pressure to meet deadlines
  • Excellent communication and interpersonal skills
  • Proficiency in Microsoft Office and financial analysis software such as Excel

This job description is not exhaustive and the role may require the performance of other duties as assigned.

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