Summary:
The main functions of a financial analyst are to gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions. A typical financial analyst is responsible for analyzing and communicating financial information for clients.
Job Responsibilities:
• Assemble spreadsheets and draw charts and graphs used to illustrate technical reports.
• Analyze financial information to produce forecast of business, industry and economic conditions for use in making investment decisions.
• Interpret data affecting investment programs, such as price, yield, stability and future trends in investment risks.
• Present oral and written reports on general economic trends, individual corporations and entire industries.
Skills:
• Verbal and written communication skills, attention to detail, and critical thinking.
• Ability to work independently and manage one’s time.
• Ability to analyze business trends and project future revenues and expenses.
• Knowledge of economic and accounting principles, the financial markets, and reporting of financial data.
• Knowledge of federal, state, and company policies, procedures and regulations as related to accounting.
• Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related financial software.
Education/Experience:
• Bachelor's degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred.
Top 3 must-have HARD skills:
Financial & Data Analysis (Excel, Google Sheets)
Budgeting
Forecasting
Reporting
Financial Modeling
SQL querying
Not a HARD skill, but attention to detail and good communication skills.
Good to have skills:
Experience with Anaplan
