Financial Analyst Financial Services

Financial Analyst Job Description

Financial analysts must have the ability to effectively communicate across all levels of the organization since they can be highly visible and interact daily with executive management, project team leaders, sales managers and financial professionals. A thorough knowledge of general accounting procedures, reporting and expense analysis, and journal posting is required. A bachelor’s degree in business, accounting or finance is required; an MBA is preferred. A professional certification such as a CPA or CFA is a plus. A minimum of five to 10 years of experience in the banking industry is required, as are excellent technology skills, particularly Microsoft Excel and other financial software.

Typical financial analyst duties:

Analyzing new and existing product lines, promotion spending and service segment costs of the organizationPreparing profit and loss models, balance sheets and other management reports, using Microsoft Excel to forecast financial outcomesMaintaining confidential financial informationPerforming budgeting variance and forecasting analysis for various levels of management

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About Time
Accounting Functions
Accounting Software Systems
Budget Processes
ERP - Enterprise Resource Planning
ERP Solutions
Expense Reporting
Financial Statement
Salary for Financial Analyst Financial Services
70750 - 98750
25th percentile
New to the role, with little or no experience; requires more than casual instruction or supervision to perform day-to-day duties
50th percentile
Has the experience to consistently perform core responsibilities without direct supervision; very comfortable with processes and subject matter associated with the role
75th percentile
Value to the organization goes far beyond the ability to perform normal job duties; has rare qualifications that enable consistent contribution in unique ways; ready for next career level when available
Projected salaries for related positions Position title 25th percentile 50th percentile 75th percentile Accountant, 5+ Years' Experience – Financial Services 76000 94750 109250 Accountant, 3-5 Years' Experience – Financial Services 67000 83000 94500 Accountant, 1-3 Years' Experience – Financial Services 56500 70500 83250 Product Controller, Manager 82250 102000 118250 Product Controller, 3-5 Years' Experience 65500 95250 106250 Product Controller, 1-3 Years' Experience 53250 75500 90500 Business Systems Analyst – Financial Services 87250 105250 122750 Internal Wholesaler 47250 56750 67750
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