Financial Analyst

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Job Description Financial Analyst

Financial analysts are numbers experts, and play a crucial role in the continued success of businesses and companies. They review financial data and use it to prepare projections in order to ensure the continued growth of the company. A financial analyst identifies possible trends and opportunities in the market, and does their best to make accurate recommendations using data analysis. They use their experience and expertise to recommend the best way for businesses, corporations, government agencies and individual people to properly invest, save and manage their money. Being a financial analyst requires specialized education and training. Having these credentials reassures clients and employers that they can trust an analyst with their finances.

5 Requirements to be Financial Analyst

  1. A Bachelor’s Degree in Finance, Economics or Accounting
  2. Experience working in finances, accounting or related field
  3. Strong analytical capacity with math, numbers, figures and statistics
  4. Detail-oriented and able to discern the smallest financial patterns and trends
  5. Time-management, organizational and decision-making abilities

*Certification as Charted Professional Accountant, Charted Management Accountant, or Chartered Financial Analyst may be required for certain job roles.

What does a Financial Analyst do ?

A financial analyst researches and gathers information related to the finances of their clients or employers. For corporate and business clients, they help decide how best to allocate their financial resources by analyzing their sales, expenditures and profits, along with those of industry competitors, in order to make financial projections. They often have multiple ongoing research projects, so financial analysts need to be able to multitask and ensure that their date is as new as possible. Financial analysts also identify potential opportunities for investment and diversification in order to improve a corporate investment portfolio. Do to the rapid pace at which the market can fluctuate and change, there is a great deal of daily communication required between financial analysts and their employers.

  • Gather latest information regarding key economic sectors
  • Collect sale, expenditure and profit from the latest period
  • Create daily, weekly, monthly, quarterly, annual financial reports
  • Use software to track and map prices and financial patterns
  • Analyze data for any possible emerging trends
  • Review budgets and plan for next financial period
  • Process payments for employees and staff
  • Meet with management to promote financial plans
  • Oversee financial/accounting department staff
  • Look for investment and diversification opportunities
  • Write and present financial reports and other important documents

Resume template for Financial Analyst

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