The main functions of a financial analyst are to gather and analyze financial information; will typically conduct 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. Job Responsibilities: • Direct the preparation of financial reports, such as income statements, balance sheets, and analyses of future earnings or expenses, that summarize and forecast the organization’s financial position. • Prepare special reports required by regulatory authorities. • Direct the organization’s budgets to meet its financial goals. • Oversee the investment of funds, manage associated risks, supervise cash management activities. • Execute capital-raising strategies to support a firm’s expansion. • Oversee the firm’s issuance of credit, establishing credit-rating criteria, determining credit ceilings, and monitoring the collections of past-due accounts. Skills: • Verbal and written communication skills, attention to detail, and critical thinking. • Strong ability to work independently and manage one’s time. • Strong ability to analyze business trends and project future revenues and expenses. • Strong knowledge of economic and accounting principles, the financial markets, and reporting of financial data. • Strong knowledge of federal, state, and company policies, procedures and regulations as related to accounting. • Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related financial software. Education/Experience: • Bachelor's degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred.
