Job Description: Summary:

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:

1. 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.
2. Prepare special reports required by regulatory authorities.
3. Direct the organization’s budgets to meet its financial goals.
4. Oversee the investment of funds, manage associated risks, supervise cash management activities.
5. Execute capital-raising strategies to support a firm’s expansion.
6. Oversee the firm’s issuance of credit, establishing credit-rating criteria, determining credit ceilings, and monitoring the collections of past-due accounts.

Skills:

1. Verbal and written communication skills, attention to detail, and critical thinking.
2. Strong ability to work independently and manage one’s time.
3. Strong ability to analyze business trends and project future revenues and expenses.
4. Strong knowledge of economic and accounting principles, the financial markets, and reporting of financial data.
5. Strong knowledge of federal, state, and company policies, procedures and regulations as related to accounting.
6. 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.