beamjobs

BeamJobs blog

The resume builder for tech professionals.

3 Financial Analyst Job Description Samples for 2022

Image of author.

Stephen Greet, Co-founder

September 15, 2022

We assume you’re here because you’re eager to learn more about your business's financial state and itching to streamline your organization’s processes for a better ROI. So you’re thinking of hiring a financial analyst—a specialist who gathers and interprets financial data, translating it into actionable insights to bolster your business! 

A great financial analyst will have jaw-dropping critical thinking skills and an astounding ability to offer creative solutions to seemingly impossible financial bottlenecks and obstacles. They’ll also have a solid familiarity with financial trends and an ability to spot patterns that could affect the company: their incredible eye for detail empowers them to locate important trends and use that data to develop plans proactively. 

If you’re looking for some helpful tips and building blocks for your own financial analyst job description, then look no further—just read the following three examples and start gathering inspiration for your own job description! 

Financial Analyst Job Description Example

Job details: Changing the lives of Philadelphia’s children for the better has always been the heart of our organization here at Philly Kids Children’s Hospital: to make that happen, we need a skilled financial analyst to ensure that every dollar is being put to the best possible use. 

We’ll need you to look at old, current, and new data to find patterns that reveal opportunities for financial improvement. You may also need to verify this data with other departments or third-party suppliers, and in the end, we’ll need your expert advice on how to optimize our budget to help as many kids as we can! 

Responsibilities

  • Gather and organize financial data like quarterly budget reports for analysis
  • Analyze data and identify budgeting trends
  • Assess current key ROIs and seek out areas for improvement
  • Budget and benchmark
  • Develop long-term strategic plans for optimized asset management
  • Lead metric development with tools like monday.com for better future data quality
  • Interpret complex data sets into easily-understood action points to solve corporate pain points
  • Give presentations to other employees on how to streamline finances

Qualifications

  • Bachelor’s degree in accounting, business management, or other related area
  • 1-2 years experience in financial planning and analytics
  • Proficiency with MS Office (especially Excel, Access, and PowerPoint)
  • Ability to use or learn tools such as KREG, Strata Jazz, and Lawson
  • Confidence and familiarity with vast and complex data sets
  • Detail-oriented with a strong ability to catch and fix small errors
  • Working familiarity with healthcare financing 
  • Outstanding communication skills at multiple levels—must be able to clearly convey findings to everyone from third-party suppliers to new employees in other departments
  • Strong problem-solving skills and understanding of statistical analysis
  • Excellent teamwork and guidance abilities
  • Compassionate and helpful attitude—we’re all about people, not profits! 
  • Adaptability to shifting industry trends and skill in tailoring budget patterns accordingly

Benefits

  • $71,150–107,370 salary 
  • Generous health insurance 
  • Paid vacation, personal days, and birthdays
  • Paid sick days
  • Paid parental leave
  • Access to the on-site wellness center

About the company: Philly Kids Children’s Hospital is a nonprofit organization that strives to send every child home with a smile! We deeply appreciate the financial contributions we’ve been given, and we need your help to make sure that every donation ends up where it’s needed the most. 

We believe that patients and staff both thrive in a professional yet lighthearted environment: so while you’ll be working with huge data sets and complex numbers, don’t hesitate to stop by our break room to stay refreshed with a cup of coffee or a healthy snack! When you need longer breaks, we understand that family comes first so we encourage you to use your paid personal days. If you share in our strong mission to help others live their best lives, please apply. 

Quality Assurance Financial Analyst Job Description Example

Job details: At ApTravel, we understand that travel management is so much more than just getting passengers safely to their destinations. What about efficiency, security, and comfort? We seek to not only help companies get the best value out of every ticket but to maximize our business’ profits so that we can go the extra mile and provide them with increasingly better service and amenities. 

As our new quality assurance financial analyst, you would make important financial decisions to assist in business growth and work closely with suppliers (such as accommodations, food, and beverage suppliers) to ensure optimal relations, negotiating for the better when needed. You would also need to translate complex data and think on your feet—no two days will be the same! 

Responsibilities

  • Maintain excellent relations with third-party suppliers 
  • Leverage a strong familiarity with contractual terms and market trends to negotiate more profitable supplier agreements 
  • Document and reconcile supplier payments
  • Collect, compare, and analyze massive data sets to ensure peak quality 
  • Use a big-picture perspective to identify bottlenecks, pain points, and budget sinks 
  • Translate your understanding of complex data and supplier relations into layman’s terms
  • Lead the financial department to develop optimized plans centered around quality assurance
  • Plan and present ideas to internal higher-ups for optimized internal resource allocation 
  • Create and analyze financial models to help ApTravel maximize profitability through preferred suppliers

Qualifications

  • Bachelor’s degree in accounting, finance, or economics
  • 3+ years of experience in financial analysis (Required)
  • 1+ years of experience in the airline or travel industry (Preferred)
  • Adept with Microsoft Excel and PowerPoint
  • Exceptional analytical skills, preferably with prior experience in a similar role
  • Strong ability to convey advanced concepts in simplistic terms
  • Understanding of supplier revenue reports and how they fit as a “puzzle piece” into the overall company budget
  • Passion for travel and an understanding of what goes into a great trip
  • Superb customer service and phone communication skills
  • Diplomatic attitude with excellent interpersonal and negotiation abilities
  • Self-managed, ability to adapt and make sound decisions independently

Benefits

  • $76,127–115,684 salary with potential for bonuses
  • Health insurance with vision and dental 
  • Limited paid vacation/personal days
  • Unlimited vacation/personal days (without pay)
  • Paid sick days
  • Educational reimbursement of up to 59%
  • Monthly paid lunches for all office staff 

About the company: Quality is at the top of ApTravel’s priority checklist, and we pride ourselves on our ability to look out for clients and employees alike. The work environment here is often fast-paced and exciting: even while spending time at your desk, boredom will be the last thing on your mind while we work together to revolutionize travel management. If we wind up being a good hiring match, then you’re bound to find something intriguing and fulfilling every day on the job. 

Our founder, Samantha, built ApTravel on the idea that travel agencies should clear away stress to make room for the excitement that comes with each new destination. When she made this vision a reality, her work transformed business travel for people all over the Washington area and beyond! Don’t hesitate to apply if you’re interested in improving our efficiency even further.

Senior Financial Analyst Job Description Example

Job details: If you’ve been looking for a great work environment where each employee is encouraged to let their individual expertise shine, then Horizon Risk Management might be just right for you: we’re currently seeking a senior financial analyst to assist in high-level decision-making and strategizing to help our clients stop problems before they start. 

If you join our Horizon team, you’ll be interacting regularly with company executives to develop overarching plans on a quarterly basis, interpreting vast data sets to translate into streamlined budgets and initiatives for various department heads, and maintaining huge databases for financial models and more. 

Responsibilities

  • Maintain and create databases of financial information
  • Develop database reports for various sales and accounting departments
  • Collect data regarding departmental performance and generate quarterly reviews with constructive feedback on how to optimize progress
  • Attend quarterly internal meetings with CEO and CFO to discuss annual budget progress and projections
  • Develop strategic improvement plans to solve identifiable problems
  • Use software like MS Excel, MS PowerPoint, and Smartsheet to write and present business plans for corporate strategies and individual projects
  • Assist other financial analysts and accountants with any obstacles or misunderstandings 
  • Pinpoint financial trends that may affect the organization, and communicate adapted plans when necessary

Qualifications

  • Bachelor’s degree in finance, accounting, or similar
  • 7-10 years of experience with financial analysis 
  • Familiarity with analytics tools such as Tableau, Domo, and Dashboards
  • Expertise with MS Office, especially Excel
  • Outstanding prioritization and organizational skills
  • Detail-oriented mindset while maintaining an ability to see the big picture
  • A knack for problem-solving on a grand scale, but with an eye for detail
  • Excellent communication and strategizing skills
  • Helpful, servant-leader demeanor
  • Understanding of and ability to create and interpret financial models
  • Familiarity with travel systems and common related risks 

Benefits

  • $90,503–117,952 salary with bonuses
  • Health, vision, dental, disability, and life insurance (extends to immediate family)
  • Retirement plan with 401K
  • Paid vacation/personal days
  • Unlimited paid sick leave
  • Paid parental leave
  • Childcare reimbursement
  • Free membership to local gym and wellness center

About the company: At Horizon Risk Management, we’re keenly aware of how costly travel mistakes can be. Supplier delays, poor damage control, and mismanaged resources can have huge consequences both for our clients and for our business. That’s why we need the expertise of a senior financial analyst like you—to ensure that each problem is met with a snappy solution or avoided entirely. 

Your work environment here in Austin, Texas will be slow and steady in many areas but peppered with calls for quick problem-solving in others. But no matter what, you’ll have a supportive team at your back since working together has been one of our core values since our company was founded over 15 years ago—so contact us if you share our mission of making each business trip a win! 

Devise a Financial Analyst Job Description That Can Withstand Some Scrutiny

Sadly, most financial analyst job descriptions tank faster than a set of ill-managed assets—and it’s often because they’re too generic. Good candidates want to know what kinds of people they’ll work with, what projects they can expect to handle, and more. You don’t want your job description to fall in with all those vague, bland ads that are a dime a dozen—and you definitely don’t want to upload a bunch of embarrassing typos sprinkled throughout an unreadable format. 

Make sure you clearly outline job expectations, format them nicely to avoid scaring off the very candidates you’re hoping to attract, and don’t hesitate to show a bit of personality! While the financial analyst field has strong technical and logical themes, there are still plenty of opportunities to let your company culture shine through while you list what potential applicants can expect. Just double-check to make sure you’ve covered all the must-have details thoroughly yet concisely. 

Take stock of who you need on your team and why

So, why do you want to hire a financial analyst, anyway? Are you left more confused than before when you try to understand your profit margins better? Do you have a gnawing feeling that some of your records may not be up to par, posing risks in case of an audit? Maybe you’d simply like to boost your ROIs as much as possible! 

No matter your motivations, keep them in mind while you write your job description: these core reasons for needing a financial analyst are the foundation for your entire process. 

  • Consider these concrete ways that you can reflect ideal qualities in the way you write your job description. When your dream financial analyst reads it, they should think, “That’s so me!” right before they apply. 
  • Naturally, you’re looking for a hire who'll notice key details and catch easily-missed errors. But does your job description show that you paid just as much attention—or does it contain embarrassing mistakes?
  • Organization is key in a financial analyst’s job—especially when it comes to high volumes of data! But is your job description equally clean and organized? 
  • Clear communication is essential for your new hire to distill massive data sets into clear, usable goals for other team members—so make sure your job description is clear and informative! 

Analyze and revise for a thoughtfully-developed job description 

Trust us—we know how hard it is to resist the temptation to brain dump and jot down every desirable trait and requirement you can think of—but everything has its time and place. Brainstorming is a key part of many people’s processes, so don’t hesitate to roll with it—just remember to pare things down and consolidate before you put together your job description! 

Revision and editing are huge parts of the writing process, so don’t underestimate how effectively they can make or break your success in landing the ideal hire—not only can the revision stage help you catch those nasty typos we mentioned earlier but it can help ensure that you’re reflecting the qualities you want, too. Revise and edit until your job description is as organized, thoughtful, and informative as you want your new financial analyst to be! 

Get the Writing Ball Rolling by Outlining Your Financial Analyst Job Description       

After reading those three financial analyst job descriptions and some extra information on how to hone your own approach, it’s about time to get started: this outline could be just what you need to begin writing your own job description and get those financial analyst resumes rolling in! 

Job details: Obviously, people want to know what they’re signing up for in a particular job role! So, leading into your financial analyst job description with some brief but impactful details about the workplace and the job itself is a smart move. Try introducing a very brief overview of what your company is like, and give a general idea of what your new hire could expect on the job. 

What kinds of datasets will your new financial analyst be working with? Will they be analyzing them alone or in a team setting? What audiences will they be translating their discoveries for, and how involved will their presentations need to be? What obstacles in your company are you looking to solve? 

What you’ll be doing/Roles/Responsibilities/Requirements: Outline what some routine tasks, like monthly reports and everyday data analysis, will look like for your new hire—and some of the possible outliers you’ll want them to be prepared for, such as the potential need to pitch new ideas to third-party suppliers. Be sure to include any tasks you’d want to know about before signing up for the job, because candidates will want to know, too! 

Examples:

  • Maintain and create databases of financial information
  • Develop database reports for various sales and accounting departments
  • Collect data regarding departmental performance and generate quarterly reviews with constructive feedback on how to optimize progress
  • Attend quarterly internal meetings with CEO and CFO to discuss annual budget progress and projections

Qualifications: This section serves both as a filter and as an opportunity for you to let potential applicants know how strict or flexible your workplace is. List any degrees, certifications, or programs that are absolute must-haves to lay the foundation for your job expectations. Then, get creative and write out any other highly desirable qualities you’re looking for in your new financial analyst. These could be technical skills, like proficiency with MS Suite, or they could be soft skills that highlight your company culture, like a diplomatic attitude. 

Examples:

  • Ability to use or learn tools such as KREG, Strata Jazz, and Lawson
  • Confidence and familiarity with vast and complex data sets
  • Detail-oriented with a strong ability to catch and fix small errors
  • Working familiarity with healthcare financing

Benefits: While the phrase, “Show me the money!” may come to mind, there’s more to employment benefits than that nice salary and the potential for commissions or bonuses. With so many parents out there balancing work and family, is your company able to offer paid parental leave or financial assistance for childcare during work hours? How about classics like health insurance and retirement plans? 

Be sure you’re transparent about what benefits you do and don’t offer. For example, make it clear whether sick days or personal time off will be paid or unpaid, and whether or not health insurance benefits extend to family members. 

About the company: People want to know about other people—who they’ll be working with, and who they’ll be working for. Including some fun facts or relevant details about your organization’s mission statement, company culture, and work environment will demonstrate openness and help you attract the right fit for the job. 

There’s plenty of room in your responsibilities and qualifications lists for technical details about the job role—now’s the time to show your readers what it would feel like to work for your company! 

Roles and functions inside the financial analyst racket

Financial analysts come in many different forms and take on a wide variety of roles: one person may not perform all of the following roles, but these should give you a good starting point! The niche hire you’re looking for will depend on which hurdles your organization’s currently facing, so check out these examples of potential issues and the specialists who can help you solve them. 

Function/role: Risk Analyst

  • You aren’t sure how it happened, but something punched your business right in the wallet—and you don’t ever want to take a hit like that again! A risk analyst can step in here to help guard against potential pitfalls. 
    • Maintain familiarity with company travel systems and common related risks, developing plans to mitigate future dangers 
    • Critical thinking skills, organization, and collaboration are all essential in this job role. 

Function/role: Investment Banking Analyst

  • Every company has dreams of growing its profits, and skillfully-timed investments can be the key to success. But where do you even begin when it comes to navigating the world of investment banking? Don’t worry—there’s a specialist for that! 
    • Create and interpret financial models alongside researching investment trends for analysis 
    • An analytical mindset is clearly crucial here, as is the ability to seek out beneficial market patterns—or warning signs! Communication within a team setting is also highly important for an investment banking analyst. 

Function/role: Financial Planning and Analysis (FP&A) Analyst

  • Sometimes, an organization’s profits might take a hit—and it’s not entirely clear which department is struggling to stay afloat. Which department within the company has been struggling to meet sales objectives or deadlines, resulting in added costs? A good FP&A  analyst could help you out here. 
    • Collect data regarding departmental performance and generate quarterly reviews with constructive feedback on how to optimize progress
    • These types of financial analysts need a strong working knowledge of budgeting and profit margins alongside the ability to consolidate multiple, large sets of data for each department. 

Function/role: Financial Quantitative Analyst

  • Sometimes you need help from a professional who can assist with investments while also providing more well-rounded mathematical and data-based solutions across departments. For example, if you’re working with vast assortments of data that are so large you can’t even imagine planning how to invest or manage your assets, then you might benefit from the number-savvy expertise of a Financial Quantitative Analyst! 
    • Develop strategic, math-based improvement plans to solve identifiable problems with quantifiable motivations for each objective
    • Data analysis, an understanding of mathematics and algorithms, and critical thinking abilities across multiple areas are critical for this role. 

Function/role: Ratings Analyst

  • It’s inevitable: sometimes, companies hit rough patches and begin to struggle with debt. This issue can spiral out of control in the blink of an eye when you’re working with large budgets, so you might want to ask a ratings analyst for help. 
    • Assess credit risk and help pinpoint weak points in the organization’s financial strategy to prevent further losses and recover 
    • Communication skills, data analysis, critical thinking, and excellent planning skills are all essential for the damage control involved in this job role. 

Function/role: Treasury Analyst

  • Are you a higher-up, or even government-level agency in need of someone to preserve your long-established financial health and make helpful projections about the future? Not every financial analyst will have the right knowledge for the job, but a treasury analyst may fit the bill! 
    • Make recommendations regarding current and future financial management strategies based on past data, coordinating with other finance departments as needed 
    • This job role generally requires a high level of experience within the financial analysis field, alongside a knack for wise strategizing and skillful investment planning. 

Function/role: Corporate Development Analyst

  • Do you sense the momentum building as your company grows and feel eager to make the most of it, but lack the precise expertise to make it happen? It can be frustrating to not know how to use your resources to ensure your business’ optimal growth, so you might want to enlist the help of a corporate development analyst. 
    • Interpret complex data sets into easily-understood action points to solve corporate pain points 
    • People skills are a must here, since expanding the company’s customer segments is a core part of corporate growth. A corporate development analyst must also be able to think critically, adapt skilled budgeting plans to an individual company’s needs, and work well with data.