Financial Analyst Skills & Competencies

Sample Manager's Guide: Financial Analyst

The Manager's Guide to the Financial Analyst Role

This Manager's Guide includes:

  • The complete set of 29 Competencies expected from the role
  • 126 Interview questions for determining a candidate's skill level in each of 29 Competencies
  • 128 Coaching tips for helping incumbent to advance their skills in each of the 29 Competencies
  • 125 Development goals to help measure incumbents' progress in each of the 29 Competencies
  • 326 Recommended resources for progressing education in each of the 29 Competencies
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Roles and Responsibilites

The primary responsibility of the Financial Analyst is funds management, relationship with federal reserve, global FX trading, capital markets, risk management, economic research, funding of bank loans and credit services, correspondent relationships, etc.

The Financial Analyst compiles and analyzes financial information for an organization. Supports senior management business decisions through financial and business analysis.

A typical job description for the Financial Analyst role may include:

  • Compiles and analyzes financial information for an organization.
  • Develops integrated revenue/expense analyses, projections, reports, and presentations.
  • Creates and analyzes monthly, quarterly, and annual reports and ensures financial information has been recorded accurately.
  • Identifies trends and developments in competitive environments and presents findings to senior management.
  • Performs financial forecasting and reconciliation of internal accounts.
  • Requires a bachelor's degree and 2-4 years of experience in the field or in a related area.
  • Familiar with standard concepts, practices, and procedures within a particular field.
  • Relies on experience and judgment to plan and accomplish goals.
  • Performs a variety of tasks.
  • Works under general supervision.
  • A certain degree of creativity and latitude is required.
  • Typically reports to a supervisor or manager. .. purchase to view all

Organizational Role

The Financial Analyst typically serves as member of first line management and is considered a senior professional within the organization. As such, the Financial Analyst provides team or technical supervision. The organization will depend on this person's expertise and experience with complex technical activities. The Financial Analyst generally is responsible for project management and consulting. .. purchase to view all

Financial Analyst Job Responsibilities

The Financial Analyst generally has the following responsibilities:

  • Reviews and analyzes an organization's financial status, including cash flow, accounts receivable, accounts payable, debt, equity, operating income, working capital, etc.
  • Develops and maintains ad hoc departmental reports, develops profitability models, and analyzes departmental financial results versus budget/forecasts.
  • Conducts audits on financial data; provides recommendations on corporate risk levels and credit worthiness.
  • Provides internal consulting on financial products and electronic funds transfers. .. purchase to view all

Financial Analyst Competencies

The complete Financial Analyst Manager's Guide includes the 29 key competencies expected of Financial Analyst. The report defines each Competency in detail. The report also explains what level of proficiency Financial Analyst should have in that Competency, as well as how important that Competency is to performing the role well.

Among the 29 Competencies for Financial Analyst is... purchase to view all

Mathematics of Financial Instruments

You may observe several behaviors in a person that could be strong indicators of his or her capabilities in the Mathematics of Financial Instruments competency. The Financial Analyst is expected to demonstrate Subject matter depth and breadth in the Mathematics of Financial Instruments competency. To demonstrate Subject matter depth and breadth in the Mathematics of Financial Instruments competency, one should demonstrate knowledge of and ability to perform the mathematical calculations that underlie various financial instruments.

  • Utilizes the full spectrum of financial calculations.
  • Develops new financial formulas to analyze complex financial situations.
  • Promotes all major financial calculation methods as well as quantitative and qualitative measures.
  • Establishes the procedures for matching a given scenario to the most appropriate method.
  • Leads in generating reliable conclusions from results of complex calculations.
  • Formulates financial calculations used for critical decision making; evaluates the quality and accuracy of decisions. .. purchase to view all

Treasury Services Skills & Competencies

Available Manager's Guides for Treasury Services Roles