Financial Analyst job description guide

A Financial Analyst is responsible for the financial planning and analysis of a company, allowing the organisation to make well-informed commercial decisions.

At the heart of a Finance Analyst job description should be the ability to determine the best use of resources to achieve business objectives. They will be expected to produce regular reports using financial data, and work collaboratively across the entire finance team to analyse business performance and strategy.

Financial Analyst duties and responsibilities

A Financial Analyst forecasts future revenue and expenditures to help determine budgets for upcoming projects. A typical Financial Analyst job description should highlight researching and reporting on financial information, as well as monitoring financial movements within the market.

A Financial Analyst job description typically includes:

Analysing current and past financial data

Looking at current financial performance and identifying trends

Preparing reports on the above information and communicating the insights of these reports to the wider business

Consulting with the management team to develop long-term commercial plans

Suggesting budgets and improvements based on the above information

Exploring different investment opportunities

Developing financial models and providing financial forecasts

Developing initiatives and policies that may improve financial growth

Financial Analyst job qualifications and requirements

A degree in one of the following subjects should be included in a Financial Analyst job description:

Finance

Economics

Mathematics

A Finance Analyst is also expected to demonstrate the following qualities:

Experience with statistical analysis and financial forecasting

Attention to detail and the ability to identify data patterns

Good verbal and written communication skills

Abreast of industry updates

View financial analyst salaries

Financial Analyst Sm

Financial Analyst L

Looking for a financial analyst or a financial analyst job?

Submit your resume or request talent now and our expert recruiters will be with you shortly.

Robert Half can assist you with your financial analyst staffing needs.

Explore more salaries

Newest jobs

Search all jobs

A Leading Financial Institution - AML analyst/Associate (maker)

Business Analyst (Insurance) - Contract - 28k

CFO, Blockchain, Open Budget

Looking to hire? Start here.

Access the skilled permanent and contract talent you need, from support roles to C-suite, with precision matching powered by Robert Half recruiters leveraging their experience together with our industry-leading AI technology.

Hire talent

More to explore

2026 Salary Guide Explore our Salary Guide to confidently benchmark 200+ salaries, plan your budgets and better understand compensation trends.

How to ask for a promotion and salary increase Should you be thinking about your next job promotion and salary increase in Hong Kong? Find out more.

Is your expected salary negotiable? What are your salary expectations? Here is how to address this query from an interviewer.

How to negotiate a pay rise request If you feel your employee wants to negotiate a pay rise request, here are five ways you can prepare.

Why paying a competitive salary makes a difference I Robert Half Don't disregard the long term benefits of paying a competitive salary. Here are four top reasons for why.

Reviewing your current salary If you're working in technology this year, it might be time to reassess your current salary.

Our starting salary projections come from a detailed, multistep process that ensures our numbers accurately reflect the marketplace. They’re based on real compensation data for job candidates our recruiters have matched with companies across the country.

The Salary Guide from Robert Half is the original. We’ve been publishing salary forecasts since 1950, and our guide has served as a trusted source for employers, job seekers, industry associations, government and educational institutions, and national and local media.