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Financial Analyst

What it officially is

Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.

O*NET, US Department of Labor · classified as “Financial and Investment Analysts”

What the work involves

  • Advise clients on aspects of capitalization, such as amounts, sources, or timing.
  • Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
  • Assess companies as investments for clients by examining company facilities.
  • Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
  • Collaborate with investment bankers to attract new corporate clients.
  • Conduct financial analyses related to investments in green construction or green retrofitting projects.
  • Confer with clients to restructure debt, refinance debt, or raise new debt.
  • Create client presentations of plan details.
  • Determine the prices at which securities should be syndicated and offered to the public.
  • Develop and maintain client relationships.
  • Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
  • Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.
  • Evaluate and compare the relative quality of various securities in a given industry.
  • Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.

What they call it

Large employers

  • Global Treasury Analyst Canonical Ltd.
  • Senior Manager, Finance & Strategy Coinbase
  • Senior Manager, Finance & Strategy DoorDash
  • Deal Desk Senior Analyst Twilio
  • Senior Financial Analyst, R&D Finance Twilio

Startups

  • Finance & Strategy Associate Confido
  • Finance & Strategy Manager Confido

Tools the occupation uses

Accounting software Accounting software
Analytical or scientific software Data visualization software, Decisioneering Crystal Ball, Analyse-it
Business intelligence and data analysis software Business intelligence software, Alteryx software
Data base management system software Apache Pig, Apache Hive
Financial analysis software Bloomberg Professional, Business Forecast Systems Forecast Pro, Economic forecasting software, Advanced Portfolio Technologies Report Builder, Advanced Portfolio Technologies Simulator, AnalyzerXL

How well this role is advertised

184listings reviewed
58/100median HR-standards score
76/100median title accuracy

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Official definitions and responsibilities come from public occupational records — O*NET (US Department of Labor) and ESCO (European Commission). The employer half is counted from listings on this board and shown with its denominator. Nothing on this page is written by a language model: the measured half is arithmetic over real postings, and the official half is quoted.

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