Financial Analyst Financial Services in Long Island, NY

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 organization

Preparing profit and loss models, balance sheets and other management reports, using Microsoft Excel to forecast financial outcomes

Maintaining confidential financial information

Performing budgeting variance and forecasting analysis for various levels of management

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Salary for Financial Analyst Financial Services in Long Island, NY

90000 - 125625

25th percentile

90000

The candidate is new to the role and building the needed skills, experience and autonomy.

50th percentile

114063

The candidate has the experience to perform core responsibilities without direct supervision and is comfortable with the role’s processes and subject matter.

75th percentile

125625

The candidate delivers value beyond the stated job duties, has advanced qualifications and experience, and is ready for the next career level.

Projected salaries for related positions

Position title

25th percentile

50th percentile

75th percentile

Accountant, 5+ Years’ Experience – Financial Services

104688

126875

141875

Accountant, 3-5 Years’ Experience – Financial Services

89063

110313

125625

Accountant, 1-3 Years’ Experience – Financial Services

75625

93125

108750

Product Controller, Manager

106563

131875

153125

Product Controller, 3-5 Years’ Experience

84063

122188

136250

Product Controller, 1-3 Years’ Experience

68750

97188

116563

Business Systems Analyst – Financial Services

110938

133750

155938

Internal Wholesaler

61875

74375

88750

Tax Accountant – Financial Services

80000

98125

122813

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