Job description template

Financial Analyst Job Description Template

A copy-ready financial analyst job description with responsibilities, qualifications, skills and pay guidance: customize it for your company in minutes.

Updated By the Career Education Institute Curriculum Team
How to use this template

Copy the template below, replace the bracketed fields and tailor duties to your workplace. For pay, national BLS data shows financial analysts earn a median of $102,740 ($49.40/hour); the middle 50% earn $79,290–$133,340.

Job title

Financial Analyst

Job summary

[Company name] is seeking a dependable financial analyst to join our team in [city, state]. In this role, you will build financial models and forecasts, analyze financial statements and performance and support our team’s commitment to safety, quality and service.

Responsibilities

  • Build financial models and forecasts
  • Analyze financial statements and performance
  • Prepare budgets and variance analyses
  • Research companies, industries and markets
  • Evaluate investments and projects
  • Present findings and recommendations
  • Track key performance indicators
  • Follow company policies, safety procedures and applicable regulations

Required qualifications

  • Bachelor's degree
  • Working knowledge of financial modeling and excel
  • Analytical thinking and communication
  • [Add role-specific requirements, such as driver’s license or ability to pass a background check, if job-related]

Preferred qualifications

  • Chartered Financial Analyst (CFA)
  • Certified Corporate FP&A Professional (FPAC)
  • Financial Modeling and Valuation Analyst (FMVA)
  • Experience with excel and Google Sheets

Skills

  • Accounting fundamentals
  • Forecasting and budgeting
  • Valuation
  • Data visualization
  • Attention to detail
  • Business judgment

Work environment and schedule

Analysts work in offices or remotely at banks, corporations, investment firms, insurers and government agencies. The work is mostly at a computer. Most work full-time; month-end, budget season and investment deadlines can bring long hours.

Pay and benefits

$[min]–$[max] per [hour/year], depending on experience. [List benefits: health insurance, paid time off, retirement plan, training and certification support.]

Equal opportunity

[Company name] is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status or any other characteristic protected by law, and we provide reasonable accommodations upon request.

Tips for a financial analyst job posting that attracts applicants

  • Use the title candidates search for. “Financial Analyst” is the clearest; alternates include FP&A Analyst, Investment Analyst, Corporate Financial Analyst.
  • Show the pay range. Postings with pay get more qualified applicants, and a growing number of states and cities require pay ranges in job postings.
  • Separate must-haves from nice-to-haves. Long requirement lists discourage qualified candidates, especially career changers.
  • Describe a real day. Borrow from our day in the life of a financial analyst so applicants self-select accurately.
  • Mention training. Highlighting structured onboarding: such as Financial Analyst training: widens your applicant pool.

Next steps

Screen and interview with our Financial Analyst hiring guide, then onboard with the 30-60-90 day plan.

Team pricing