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Financial Analyst

Position/Title: Financial Analyst

Department: Accounting

Reports To: CFO


This person will oversee our financial analysis function within the business. The ideal candidate can assist with investment decisions based on research performed by investing financial data from external sources. Data includes financial reports, financial models, financial statements, and other financial forecasting methods.

Duties & Responsibilities

  • Oversee the process of investigating, saving, and modeling financial information.
  • Work closely with senior management to assist with business decisions and quarterly financial planning.
  • Perform regular financial modeling of sectors, industries, and businesses.
  • Record the financial performance (or financial status) and general ledger of businesses both internal and external.
  • Coordinate with the portfolio manager regarding financial performance.
  • Work closely with fund managers to assist in the investment decision-making process.
  • Be able to work closely with equity analysts to provide guidance on ratings and risk analysis.
  • Work closely with a risk analyst to provide guidance on risk factors.
  • Be familiar with financial services (for example, mutual funds) offered both internal and external.
  • Review general accounting and financial information of businesses.
  • Assist with investment timing decisions and advise on investment opportunities.


  • Analytical--Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures.
  • Design--Generates creative solutions; Translates concepts and information into images; Uses feedback to modify designs; Applies design principles; Demonstrates attention to detail.
  • Problem Solving--Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
  • Project Management--Develops project plans; Coordinates projects; Communicates changes and progress; Completes projects on time and budget; Manages project team activities.
  • Technical Skills--Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others.
  • Written Communication--Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
  • Teamwork--Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.

Required Qualifications

  • Hihg School Diploma preferred.
  • Bachelor’s Degree in Finance, Investment Banking, Business Administration, or a related field.
  • At least ten years of previous experience in finance, preferably in a complex financial analysis capacity. Only if applying for a senior financial analyst role.
  • Accuracy in developing complex budgets. And tracking budgeting.
  • Excellent communication and written skills.
  • Excellent interpersonal skills. And ability to develop and maintain cooperative and productive working relationships. Both with outside agencies and internal staff.
    Previous experience at an investment bank or other securities firms is preferred.
  • Working knowledge of GAAP (Generally Accepted Accounting Principles).
  • A solid working knowledge of federal and state sponsored programs.
  • Ability to working in an unusually fast-paced environment. And handle multiple deadlines and tasks with diplomacy.
  • A strong ability to work under pressure.
  • Work on a variety of problems of complex scope. Where analysis of data or solutions requires an evaluation of intangible, variance factors.
  • Previous experience in a financial analyst position preferred.
  • Experience with financial reporting software like Microsoft Excel.

This position description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the role. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.

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