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Financial Analyst Job Description: Top Duties and Qualifications

A Financial Analyst, or Accounting Analyst, is a professional who examines an organisation’s financial data to guide its investments and business strategy. Their duties include conducting financial forecasting, evaluating risks, and predicting future financial trends to help the businesses make the right investments.

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Financial Analyst Duties And Responsibilities

Financial analysts are responsible for gathering, analysing and interpreting financial data to help businesses make informed investments and business decisions. The duties and responsibilities of a financial analyst include the following:

  • Conducting market research to identify financial trends
  • Analysing financial data to prepare reports and projections
  • Using financial forecasting and modelling to guide an organisation’s investments
  • Evaluating financial risks of potential investments
  • Examining a company’s financial statements to evaluate its value
  • Staying updated about the latest financial regulations
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Financial Analyst Job Description Examples:

Example 1

· Financial Analysis and interpretation, Market and industry Research, Compliance check, Report drafting and presentation, preparation of proposal with scope, Business development activities.

  • Review balance sheet, income statement and changes in financial position/budget variance analysis.


    · Analysis of Financial Statement of companies or Firms

    · Analysis of Debt profile, Credit Ratios of companies

    · Statutory Compliance Check (GST, VAT, Excise, Service Tax).

    · ROC Check, Public Domain Research for Industry and companies

    · Good Presentation Skills to give clear picture of reports to the clients.

    · Prepare financial reports, charts, tables and other exhibits as requested.

    · Analyze data to ensure proper accounting procedures have been followed.

    · Responsible for performing special projects to improve process efficiency and performance Projects as assigned by Management.

    · Maintain and develop various financial models and standard templates distributed for use by all of Finance during the planning processes, ensuring quality, accuracy and focused analytic review.

  • Research according to Industry Parameters
  • Financial Due Diligence
  • Forensic Audit
  • Techno economic viability studies

    Job Type: Full-time

    Salary: ₹22,000.00 - ₹25,000.00 per month

    Schedule:
  • Day shift

    Speak with the employer
    [phone number]
    Application Deadline: Start Date: 20/09/2023

    • Example 2

    Financial Analyst:-

    · Analyze current and past financial data and performance

    · Prepare reports and projections based on analysis

    · Evaluate current capital expenditures and depreciation

    · Explore investment opportunities

    · Establish and evaluate profit plans

    · Identify trends in financial performance and provide recommendations for improvement

    · Coordinate with other members of the finance team to review financial information and forecasts

    · Provide financial models and forecasting

    Desired Skillset:-

    · Should be sound technologically.

    · Should have good Verbal and Written communication skills.

    · Should have good analytical skills.

    · Should have good MS Office skills.

    · Must be from Commerce Graduate.

    Job Types: Full-time, Regular / Permanent, Fresher

    Salary: ₹20,000.00 - ₹35,000.00 per month

    Benefits:
  • Health insurance
  • Provident Fund
    Supplemental pay types:
  • Performance bonus



    Ability to commute/relocate:
  • Robertsganj, Uttar Pradesh: Reliably commute or planning to relocate before starting work work (Preferred)

    • Example 3

    Job Requirements:

  • 2+ years experience in Accounting.
  • A Bachelor’s degree in Accounting or Finance.
  • Experience and expertise in effectively using financial accounting tools such as Tally, Quickbooks, Zoho etc
  • Knowledge & awareness of statutory compliances and updates
  • Must have extremely strongMS Excelskills. GS Suite knowledge and experience preferred
  • Strong understanding of strategic business processes
  • Excellent operational acumen
  • Excellent analytical, organizational and problem-solving aptitude
  • Financial modelingexpertise is a plus

    Job Type: Full-time

    Salary: ₹25,000.00 - ₹35,000.00 per month

    Benefits:
  • Commuter assistance
    Schedule:
  • Day shift
  • Monday to Friday

    Ability to commute/relocate:
  • Mohali, Mohali - 160062, Punjab: Reliably commute or planning to relocate before starting work work: 2 years (Preferred)

    • Example 4

    Responsibilities :

  • Report critical issues impacting core services to Subsidiary Management & Program SBU
  • Submit system access requests for team members
  • Assist Finance Director with daily cash management processes; the reconciliation of all receipts and

    disbursements

  • Assist Finance Director in the management of the business relationship with Fiserv India. Monitor

    compliance with contract terms, service delivery; SLAs, resolution of reporting issues and bank

    reconciliation variances

  • Escalate potential EPMS or Fiserv India Technical Issues to Level 3 EPMS production Support
  • Submit requests for system enhancements; implementation of new Fiserv India capabilities or payment

    methods to Level 3 EPMS Production Support

  • Submit requests for system enhancements; implementation of new eREG capabilities to eREGS Production

    Support

  • Prepare E-Payment analytic/metrics reports e.g. compile and analyze data required for the preparation of

    various ad hoc and routine statistical reports such as monthly and Fiscal Year to date e-Payment reports,

    dashboard metrics and fraud analysis. Monitor and report increases in ratio of chargebacks/disputes and

    fraud to sales volume

  • Propose journal entries and monthly accruals for approval and recording.
  • Prepare and gather information for long term and short-term cash flow forecast along with monthly

    variance analysis.

  • Maintain and update documentation and procedures for cash, budget, forecast, bank account analysis, and

    E-payment management activities

  • Assist in the gathering of information and preparation of monthly/quarterly/annual budgets/forecasts.
  • Ensure compliance with processes and policies
  • Adhere to ethical standards and comply with the laws and regulations applicable to the job function
  • Work with internal and external auditors to provide support documentation
  • Assist Subsidiary Management with additional tasks and projects as assigned

    Process Outputs and Deliverables :

    outputs of the role):

  • Information for preparation of short and long- term cash forecast with trend analysis and variance

    explanations

  • Bank account reconciliation and variance analysis,
  • Propose Journal entries y preparation for approval and preparation of budget/forecast updates
  • Daily Cash Management.

    Required Skills:

  • Overall knowledge of Cash Management and banking systems
  • Overall knowledge of Merchant card and E-Payment processing and systems preferred
  • Overall knowledge of bank products and tools used for cash Management Audit compliance
  • Excellent Analytical skills
  • Accounting knowledge

    Education, Certifications, or Special Licenses:

    Four-year degree in Finance or Accounting preferred.

    Relevant Years of Experience Required:

    1-3years in Cash Management/

    Experience in Merchant E- Payment operations preferred.

    Other Requirements (Specialized skill sets, behavioral/technical):

  • Independent self-starter with the ability to work independently and accurately.
  • Excellent organization, prioritization, oral and written communication skills with the ability to assimilate and

    organize information from various sources.

  • Excellent interpersonal skills
  • Strong PC and Microsoft Office Skills.
  • Excellent analytical judgment and decision-making skills.
  • Ability to work overtime or on company holidays when necessary i.e., when banks are open, and company may be closed.

    CTC : Upto 18LPA( Depends upon your interview)

    [website]

    Job Type: Full-time

    Salary: ₹1,200,000.00 - ₹1,800,000.00 per year

    Schedule:
  • Day shift
    Supplemental pay types:
  • Performance bonus
  • Yearly bonus

    Ability to commute/relocate:
  • cyber city, Gurgaon - 122002, Haryana: Reliably commute or planning to relocate before starting work (Required)

    Experience:
  • total work: 1 year (Required)

    Speak with the [phone number]

    • Example 5

    Job Position:Part-time (Regular)

    Hours Needed:15-30 hrs/week

    Job Type:Remote Work

    Rate Terms:Hourly Job

    Project Type:Ongoing work

    Job at a Glance:

    As a Financial Analyst, you will be working with the Group Chief Financial Officer (CFO) across a small group of companies in the financial sector (Real Estate, Private Investment and Fund Management).

    Responsibilities:
  • Conduct financial analysis on investments

  • Create financial models for real estate development deals

  • Analyse debt instruments, stocks, investment funds

  • Gather information from private and or public sources about potential investment opportunities

  • Prepare management accounting for portfolio companies:

  • Manipulate and format data in cloud-based spreadsheets and ideally use scripts to automate routine tasks

  • Maintain historical records by filing documents into Google Drive and adding Google Drive links spreadsheets in the cloud

  • Perform bookkeeping by verifying, allocating, and posting transactions from banks statements, invoices and operational statements

  • Compile and tabulate into monthly income & expenses or rent roll reports as appropriate

  • Prepare financial reports by summarising and analysing management accounting information and trends, etc.

  • Help in the administration of the personal finances for the CFO, which may include:

  • Making calls to financial intermediaries such as: investment brokers, pension administrators, etc.

  • Research about financial accounts such as: bank accounts, pension accounts, brokerage accounts including finding out about fees, range of investments offered within, etc.

    Qualifications:
  • Graduate of a Bachelor’s degree in Business Administration/ Accounting/ Economics or any relevant course

  • Must have strong financial analysis skills

  • Preferably Chartered Financial Analyst

  • Certified accounting professional is an advantage (ACCA, ACA,etc)

  • Well-versed in analysing, interpreting and manipulating spreadsheets, e.g. Microsoft Excel

  • Knowledgeable and experienced in programming language, e.g VBA

  • Must be willing and open to learn Cloud-based databases, e.g Air Table

  • Very good spoken and written English
  • Very good and effective communication skills

  • Able to make calls in English with counterparts in financial intermediaries

  • Must be willing to work Singapore time; morning hours/time is preferred

  • Familiar with SaaS tools such as but not limited to: Google Workspace, Zoho Office Suite, ClickUp, Slack, etc.
  • Has a personal laptop/desktop and a strong internet connectivity
  • May be assigned to work full-time in the long run

    Job Types: Part-time, Regular / Permanent
    Part-time hours: 15-30 per week

    Salary: ₹156.00 - ₹390.00 per hour

    Benefits:
  • Flexible schedule
  • Work from home
    Schedule:
  • Day shift
  • Monday to Friday
  • Morning shift
  • Weekend availability

    Application Question(s):
  • What time of the day are you available to work for us part-time?

    Education:
  • Bachelor's (Preferred)

    Experience:
  • financial/accounting work: 2 years Start Date: 05/07/2022

    • Example 6

    Analyzing current and past financial data
    Looking at current financial performance and identifying trends
    Preparing pitch deck and business plan for the small and medium size companies.
    Consulting with the management team to develop long-term commercial plans
    Developing financial models and providing financial forecasts
    Developing initiatives and policies that may improve financial growth

    Qualifications for Financial Analyst

    Pursuing or completed MBA, [website] (Master’s Degree in Accounting/Finance/Economics)
    0-1 years of relevant experience in corporate finance, financial planning & analysis, investment banking, or other related fields.
    Excellent analytical, decision-making, and problem-solving skills
    Basic proficiency in financial modeling techniques
    Strong fluency with Excel formulas and functions
    Strong report writing skill

    Job Type: Internship
    Contract length: 3 months

    Salary: ₹5,000.00 per month

    Schedule:
  • Day shift

    Ability to commute/relocate:
  • drive in road, Ahmedabad, Gujarat: Reliably commute or planning to relocate before starting work (Required)

    Experience:
  • total work: 1 year (Preferred)

    Speak with the [phone number]

    • Example 7

    We need a Senior Accountantto join our Accounts department and take over the major reporting and reconciliation duties for our company. We’re a growing, export house The Senior Accountant will be responsible for heading the finance department and reporting directly to the Director. We need a professional with inherent leadership qualities and the attention to detail necessary to ensure accurate reporting in all areas.

    The responsibilities and duties section is the most important part of the job description. Here you should outline the functions this position will perform on a regular basis, how the job functions within the organization and the title of the manager the person will report to.

    Senior Accountant responsibilities*
    Prepare accurate, timely financial statements in accordance with our established schedule and with input from the rest of the accounting department

    Conduct monthly and quarterly account reconciliations to ensure accurate reporting and ledger maintenance

    Analyze financial statements for discrepancies and other issues that should be brought to the Director’s attention

    Review all inter-company transactions and generate invoices as necessary

    Reconcile balance sheet accounts

    Delegate financial responsibilities to accounting team

    Coordinate semi-annual audits and assist CFO with conducting audits

    Conduct regular ledger maintenance

    Senior Accountant skills
    Bachelor’s Degree in Accounting required (Master’s preferred)

    5+ years’ experience in general or tax accounting

    Experience with computerized ledger systems

    Advanced knowledge of Excel

    Strong problem solving and analytical skills

    Ability to function well in a team-oriented environment

    Job Type: Full-time

    Salary: ₹30,000.00 - ₹35,000.00 per month

    Speak with the employer
    [phone number]

    Closed
    View public job page

    Job Type: Full-time

    Salary: From ₹30,000.00 per month

    Schedule:
  • Morning shift

    Ability to commute/relocate:
  • Industrial AREA , UDYOG VIHAR, Sector-37, Gurgaon, Haryana: Reliably commute or planning to relocate before starting work work: 5 years (Required)

    • What Does A Financial Analyst Do?

    A Financial Analyst conducts research, analyses past economic trends and uses financial forecasting to provide businesses with actionable financial insights to inform their investment strategy and business decisions. They stay updated with new technologies and the latest financial trends to help businesses adapt to the changes in financial regulations and the economic landscape. Financial analysts help their clients to build their investment portfolios by assessing risks and monitoring the performance of their investments. They also create, maintain and manage tools for businesses to collect and analyse financial data.

    Financial Analyst Skills And Qualifications

    Financial analysts have to perform various analytical and research-oriented tasks in order to help in managing their clients’ wealth and investments. A successful financial analyst candidate should have the following skills and qualifications:

    • Strong analytical skills to process complex data and perform financial analysis
    • Mathematical and computational skills
    • Great business acumen to help in guiding business’s financial decisions
    • Excellent verbal and non-verbal communication skills
    • Proficiency in financial tools and systems
    • Extensive knowledge of stocks, bonds, and investments

    Financial Analyst Experience Requirements

    The experience requirements for a financial analyst can vary depending on the organisation and the level of the position. For entry-level positions, financial analyst candidates may need 0-3 years of experience in business finance or any other relevant field. These entry-level financial analysts are responsible for supporting senior analysts and helping them conduct research and create financial models. For senior-level financial analyst positions, candidates generally require five or more years of experience in the related field as this role has more strategic responsibilities like developing investment strategies and performing risk assessments. Financial Analyst candidates may also need industry-specific experience while applying for financial analyst positions in a certain industry.

    Financial Analyst Education And Training Requirements

    Financial analysts typically require a bachelor’s degree in finance, economics, accounting or a related field. For senior-level positions, candidates may need an advanced degree like an MBA. Depending on the role, financial analyst positions may require the candidate to be proficient in subjects like financial accounting, economics and statistics. Some organisations may also need financial analyst candidates to undergo on-the-job training in financial analysis and market research and possess certifications like CFA or Chartered Financial Analyst.

    Financial Analyst Salary Expectations

    According to Indeed Salaries, the average salary for a financial analyst in India is ₹5,19,419 per annum. The salary may vary depending on the various factors like experience, location, and company.

    Job Description Samples For Similar Positions

    If this financial analyst job description is not exactly what you are looking for, then check out these job description samples for similar positions:

    Financial Analyst Job Description FAQs

    What Is The Difference Between A Financial Analyst And A Finance Manager?

    A Financial Analyst is responsible for conducting research, analysing financial data and providing data-driven insights to guide businesses in making investments and financial decisions. Meanwhile, a Finance Manager is a more senior-level role that involves managing a team of financial analysts and overseeing the financial operations of a company. A Finance Manager is responsible for developing and implementing financial strategies, monitoring cash flow, budgeting and helping the senior management with financial decision-making to ensure an organisation’s sound financial health.

    What Are The Day-to-Day Duties Of A Financial Analyst?

    A financial analyst’s primary responsibility is to gather and analyse financial data like income statements and cash flow statements to provide businesses with actionable insights. They create presentations and reports by monitoring marketing trends and competitors to help businesses understand the market and financial landscape. Depending on the organisation, financial analysts may also assist in preparing budgets, performing risk assessment and using financial modelling to make financial predictions.

    How Can You Make Your Financial Analyst Job Description Stand Out?

    You can make your financial analyst job description stand out by clearly stating the role’s responsibilities. You should mention the qualifications required and the role’s impact on the organisation. Your financial analyst job description should embody your organisation’s mission statement and help applicants learn about your company’s work culture. It should also include any specific perks and benefits that the candidate would enjoy as part of your organisation. This will help your Financial Analyst job description stand out and ensure that you attract top talent.

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