Financial Analyst Job Description Template

A starting point for a Financial Analyst job description, in a consistent structure: essential functions, qualifications, and classification. Customize it for your organization and download it as a formatted Word document or PDF.

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Financial Analyst

ClassificationExempt

Reports ToFinance Manager

DepartmentFinance

Essential Functions

Build and maintain financial models and forecasts
Analyze variance between budget and actuals and report findings
Prepare monthly and quarterly financial reports for leadership
Support annual budgeting and planning processes
Identify trends and opportunities for cost savings
Collaborate with department leads on financial planning

Qualifications

Required:

Bachelor's degree in Finance, Accounting, or related field
2+ years of financial analysis experience
Advanced proficiency in spreadsheet modeling

Before you post it

Confirm the classification. This template is marked exempt. Whether a specific Financial Analyst role is exempt depends on its actual duties and pay, so check it against the FLSA duties and salary tests (and any stricter state rules) before you finalize it.
Add pay details if your state requires them. A growing number of states require a pay range, and sometimes benefits or an application deadline, in job postings. Check a posting for free.
Tailor the essential functions. They should describe what this role does at your organization. Generic duties are harder to defend when a job description is used for accommodation, classification, or performance decisions.

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