Financial Analyst

Conduct quantitative analyses of information affecting investment programs of public or private institutions.

Financial Analyst Job Description Template

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


  • 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.


  • 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.