Financial Analyst Job Description - 2025 Template
Download Financial Analyst Job Description Word Format For Free
Free AI Job Description Generator
Create your perfect job description for any role in seconds.
Table of Contents
A Financial Analyst works in the investment banking, corporate finance, asset management, and consulting sectors. Their job role involves evaluating financial statements, market trends, economic indicators, company performance, and investment opportunities to help businesses make informed financial and investment decisions.
Financial Analyst Job Description Template
A Financial Analyst job description should use simple, concise language to highlight the expectations of the job role and the organization’s core values. It should also outline how the ideal candidate will contribute to the company’s success.
About Us
[Company Name] is a dynamic organization in the [Industry/Sector], dedicated to providing data-driven insights and strategies that fuel business growth. With a team of over [X] professionals, we are committed to delivering personalized, attentive service that sets us apart..
Our culture is built on the foundation of integrity, collaboration, and innovation, helping both our clients and employees succeed.
Job Title: Financial Analyst
Employment Type: [Full-time/Part-time/Contract]
Location: [Mention city/remote/hybrid option.]
Job Summary
[Write a crisp summary in 2–3 lines describing the purpose of the role and how it adds value to the organization.]
Key Responsibilities
- [Responsibility 1]
- [Responsibility 2]
- [Responsibility 3]
Qualifications
[List the educational background or certifications required. Example: Bachelor’s/Master’s degree in a relevant field.]
Skills and Abilities
- [Skill 1 – highlight technical or soft skills]
- [Skill 2]
- [Skill 3]
Experience: [Insert years of experience required and type of industry/domain exposure preferred.]
Working Hours: [State standard office hours or flexibility options.]
Salary and Benefits
- [Competitive salary/mention perks like PF, bonuses, health insurance]
- [Growth opportunities or career development programs]
Application Instructions
[Guide candidates clearly: “Apply by sending your CV to [email/ATS link] with subject line: Application for [Job Title]”.]
From the above template, you can select the descriptions that best match the job role and requirements of your organization.
Financial Analyst Job Description Sample
Check out this Financial Analyst Job Description Sample and attract the best candidate for your company:
Finexa Solutions is a dynamic organization in the financial services sector, dedicated to providing data-driven insights and strategies that fuel business growth. With a team of over 200 professionals, we are committed to delivering personalized, attentive service that sets us apart.
Our culture is built on the foundation of integrity, collaboration, and innovation, helping both our clients and employees succeed.
Job Title: Financial Analyst
Employment Type: Full-time
Location: Mumbai, Maharashtra
Job Summary
We are seeking a detail-oriented Financial Analyst to join our growing team and contribute to enhancing financial stability, efficiency, and growth for our business. The ideal candidate will evaluate financial performance, prepare forecasts, and provide actionable insights to stakeholders, enabling better decision-making.
Key Responsibilities
- Work closely with the VP of Finance on forecasting, budgeting, profitability analysis, and reporting.
- Collect, consolidate, and analyze financial data to evaluate company performance and financial standing.
- Develop and maintain financial models, databases, dashboards, and reports (including forecasts and variance analyses) to support decision-making and track key performance indicators.
- Assist in monthly, quarterly, and year-end close processes by reconciling transactions, analyzing variances, and correcting discrepancies.
- Conduct benchmarking, process analysis, and business studies to assess past, present, and future performance, and provide strategic insights.
- Ensure compliance with financial regulations, company policies, and internal controls while safeguarding confidential financial data.
- Collaborate with cross-functional teams to assess the financial impact of business initiatives and improve overall productivity.
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- A Master’s degree is preferred.
- Professional certifications (e.g., CPA, CFA, CMA) are an advantage.
Skills and Abilities
- Strong knowledge of accounting principles (GAAP/IFRS), corporate finance, tax regulations, and financial reporting standards.
- Expertise in financial forecasting, budgeting, variance analysis, profitability analysis, and strategy development.
- Advanced proficiency in Excel and MS Office
- Familiarity with financial software applications, ERP systems (such as SAP, Oracle, and NetSuite), and revenue recognition software.
- Experience with data visualization and analysis tools such as Power BI, Tableau, and statistical packages.
- Working knowledge of SQL and Python is a plus.
- Strong analytical, accuracy, multi-tasking, quantitative, and problem-solving skills.
- Excellent communication, presentation, and reporting abilities.
- Awareness of current financial subjects, market trends, e-commerce legislation, and broader business environments.
- Commitment to continuous learning and professional development.
Experience
- 2–5 years of proven experience in financial analysis, corporate finance, or a related role.
- Experience in the finance sector is preferred.
Working Hours
Monday to Friday, 9:00 AM – 6:00 PM (some flexibility may be required during month-end or quarterly reporting).
Salary and Benefits
- Competitive salary package in line with industry standards.
- Performance-based incentives and an annual bonus
- Health insurance and retirement benefits
- Professional growth opportunities
Application Instructions
Interested candidates can send their CV to hr@finexasolutions.com with the subject line: Application for Financial Analyst.
Get Your Free, Ready-To-Use Job Description Templates Here:
FAQs
What are the Responsibilities of a Financial Analyst?
A financial analyst’s responsibilities include analyzing financial statements, creating forecasts, preparing reports, and identifying trends or investment opportunities. They also assist management in budgeting, risk assessment, and strategic planning by providing data-driven insights.
Which is Better, CFA or a Financial Analyst?
A CFA (Chartered Financial Analyst) is a professional certification that adds specialized expertise in investment management, financial analysis, and portfolio management. A financial analyst is a job position that may or may not require a CFA.
What Skills are Required for a Financial Analyst?
A financial analyst must know about financial modeling, data analysis, and accounting. They should also be proficient in Excel and familiar with financial and accounting software. Besides this, time management, communication, analytical thinking, accuracy, and problem-solving abilities are essential for a financial analyst to excel in their job role.
Do Financial Analysts Need CFA?
Financial analysts do not strictly need a CFA to work in the role; however, a CFA certification can enhance a candidate’s performance, as it demonstrates advanced knowledge and a commitment to the field. A bachelor’s degree in finance, accounting, economics, or a related field is the requirement for most companies to start a career as a financial analyst.
© 2025 Copyright factoHR