The main function of a financial analyst is conducting quantitative analyses of information affecting investment programs of public or private institutions. A typical financial analyst is responsible for analyzing and communicating financial information for clients. An entry level financial analyst typically has a Bachelor’s degree and experience with budget analysis and financial and investment planning. As the levels progress, the years of experience increase along with leadership expectations, with the introduction of a supervisory role at Level 4. The technical skills, including the ability to provide guidance and consult clients on assets and investments, increase across levels, starting from basic at Level 1 to expert at Level 5.
Responsibility level:
Exercises independent judgment with direction from supervisor
Major Job Duties and Responsibilities:
Assemble spreadsheets and draw charts and graphs used to illustrate technical reports
Analyze financial information to produce forecast of business, industry and economic conditions for use in making investment decisions
Interpret data affecting investment programs, such as price, yield, stability and future trends in investment risks
Present oral and written reports on general economic trends, individual corporations and entire industries
Skills:
Verbal and written communication skills, attention to detail, and critical thinking (Required)
Ability to work independently and manage one’s time (Required)
Ability to analyze business trends and project future revenues and expenses (Typically required)
Knowledge of economic and accounting principles, the financial markets, and reporting of financial data (Typically required)
Knowledge of federal, state, and company policies, procedures and regulations as related to accounting (Required)
Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related financial software (Required)
Education/Experience
Bachelor’s degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred.
7+ years financial and/or accounting experience required
Compensation:
The pay rate range above is the base hourly pay range that Aditi Consulting reasonably expects to pay someone for this position (compensation may vary outside of this range depending on several factors, including but not limited to, a candidate’s qualifications, skills, competencies, competencies, competencies, competencies, experience, location and end client requirements).
Benefits and Ancillaries:
Medical, dental, vision, PTO benefits and ancillaries may be available for eligible Aditi Consulting employees and vary based on the plan options selected by the employee.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
IT Services and IT Consulting
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