Financial Analyst Job Description Template (Free Download)

Position Summary

Responsible for managing the full financial planning and analysis lifecycle to track, evaluate, and optimize the organization's financial performance. This role involves partnering with department heads to understand budgetary needs, developing effective forecasting models, and ensuring accurate financial reporting from start to finish. The ideal candidate has strong analytical skills, a solid understanding of modern financial modeling methods, and a commitment to building a transparent, high-performing fiscal environment.

Essential Duties and Responsibilities

• Manage full-cycle financial analysis for assigned departments, from budget preparation through variance reporting.
• Partner with department managers to identify fiscal needs and define performance requirements.
• Source financial data through ERP systems, internal databases, market research, and industry benchmarks.
• Screen financial statements and conduct initial audits to assess performance trends and variances.
• Coordinate and schedule budget reviews between department heads and the executive team.
• Maintain accurate and organized financial data within the corporate performance management (CPM) system.
• Communicate professionally with stakeholders to provide financial updates and strategic feedback.
• Assist in developing and improving financial processes and forecasting strategies.
• Represent the finance department at internal strategy meetings and quarterly business reviews.
• Support cost-saving and efficiency initiatives in operational practices.
• Prepare and deliver monthly financial reports and coordinate year-end closing activities.

Education and Experience

• Bachelor’s degree in Finance, Accounting, Economics, or a related field preferred.
• 2+ years of financial analysis experience (corporate or consulting setting).
• Experience with financial planning software and ERP systems (e.g., SAP, Oracle, or NetSuite).
• Proven ability to manage budgets across multiple departments and business units.
• Professional certification (e.g., CFA, CPA, or CMA) preferred but not required.

 Knowledge, Skills, and Abilities

• Strong understanding of full-cycle financial planning processes and GAAP standards.
• Excellent interpersonal, communication, and relationship-building skills.
• Proficiency in analytical tools such as advanced Excel, SQL, and BI platforms.
• Ability to manage multiple priorities in a fast-paced environment.
• High attention to detail and strong organizational skills.
• Analytical thinking and ability to use data to inform strategic business decisions.
• Commitment to confidentiality and ethical financial practices.

Working Conditions

• Standard office or remote work environment.
• Regular use of computers, spreadsheets, and video conferencing tools.
• Occasional travel for site audits, stakeholder meetings, or professional conferences.
• Collaboration with internal teams and external auditing partners.
• Extended hours may be required during peak fiscal periods such as year-end or budget season.