Financial Analyst

Financial Analyst Job Description Template

Our company is looking for a Financial Analyst to join our team.

Responsibilities:

• Perform verifications as per the process to determine authenticity of data;
• Contributes to team effort by accomplishing related results as needed;
• Assess loan worthiness and review financial statements;
• Corporate Restatement;
• Evaluate financial performance by comparing and analyzing actual results with plans and forecasts;
• Perform financial forecasting, reporting, and operational metrics tracking;
• Report on financial performance and prepare for regular leadership reviews;
• Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and Excel dashboards;
• Provide analysis of trends and forecasts and recommend actions for optimization;
• Work closely with the accounting team to ensure accurate financial reporting;
• Competitive benchmarking;
• Renewals and ACV Reporting;
• Define and monitor business against defined targets and suggest corrective actions;
• Guide cost analysis process by establishing and enforcing policies and procedures;
• Recommends actions by analyzing and interpreting data and making comparative analyses; studying proposed changes in methods and materials.

Requirements:

• Sense of urgency and ability to manage and prioritize multiple work requirements to meet deadlines;
• FMVA or similar designations preferred;
• Ability to streamline functions and passion to learn and grow;
• Comfort dealing with ambiguity and the ability to work independently;
• Proven work experience in a quantitatively-heavy role;
• Strong quantitative and analytical competency;
• Self-starter with excellent interpersonal communication and problem-solving skills;
• Excellent verbal and written communication skills in English;
• Strong financial modeling experience;
• Strong interpersonal skills, including written and oral communication skills;
• Ability to exercise judgement within procedures and practices to determine appropriate action;
• MBAs are preferred;
• Financial Analyst Job Description – Personality and Interpersonal Skills;
• Must be self-managed, responsive and dedicated to customer support;
• 3-5+ years of business finance or other relevant experience.