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.