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Sample financial analyst job description

Our fiscal health has allowed us to grow by leaps and bounds, yet we’re proud to be offering the same personalized, attentive service. To maintain our strong standing, we’re looking for a highly skilled financial analyst to join our team. The ideal candidate will have experience analyzing financial data and developing profit-focused action plans, including trend forecasting and variance monitoring. Additionally, this person should be proficient in data visualization and modeling. The right financial analyst will have a desire to contribute from Day 1, helping us provide service that’s second to none.

Objectives of this role

  • Monitor financial status by comparing datasets with projections
  • Improve fiscal health with thorough analyses of financial data: develop deep, actionable insights to drive business performance by monitoring variances and identifying trends
  • Develop forecast models based on comparative performance metrics and implement improvements as the business grows
  • Develop business cases to support pricing decisions and create innovative strategies for cost reduction
  • Establish and guide restructured cost analysis using fresh policies and procedures


  • Work directly with VP of finance on various planning exercises, such as forecasting, budgets, profitability analysis, and reporting
  • Assist in the monthly close process by analyzing trends and variances related to revenue, and compare and correct data to reconcile transactions
  • Develop and maintain confidential, protected databases to monitor business performance, and provide managers with insights into risks and opportunities
  • Coordinate requirements for efficient, automated accounting to increase productivity and ensure verified backups
  • Uphold standards through consolidation of quarterly reporting packages and thorough internal analysis of financial data
  • Strive to advance personal skill set through networking, workshops, and other educational opportunities

Required skills and qualifications

  • Experience working as a financial analyst
  • Proficiency with financial software and tools
  • Knowledge of statistical analysis processes and packages
  • Outstanding communication, reporting, and presentation skills

Preferred skills and qualifications

  • Bachelor’s degree (or equivalent) in finance or related field
  • Experience in financial forecasting and trend analytics
  • Experience with revenue recognition software as well as with NetSuite and Salesforce
  • Strong familiarity with accounting, tax, and e-commerce legislation
  • Experience in a corporate finance setting
  • Measurable ability in financial planning and strategy