Education Requirements

• Bachelor’s degree
• O-2 years of experience in the field or in a related field
• Familiarity with financial programs and software
• Basic understanding of principles of finance

Financial Analyst Essential Skills

• Strategic thinking
• Ability to persuade senior stakeholders
• Understanding of Sarbanes-Oxley
• Ability to multitask
• Presentation skills
• Time management and organizational skills

Financial Analyst Roles & Responsibilities

• Analyze financial data and provide forecasting support
• Organize data into accessible reports and perform various types of analysis using key metrics such as yearly growth, return on assets, return on equity and earnings per share
• Review all non-legal pertinent information about prospective deals
• Oversee financial functions, such as assessing, auditing, planning, budgeting, taxes, consolidation, cost control and project control
• Evaluate and analyze capital expenditures, depreciation, proposals, investment opportunities, rate of return, profit plans, operating records, financial statements, etc.
• Study a company’s financial data to give advice for guiding business investments and overall financial strategy.