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Financial Analyst Job Description: Top Duties and Requirements

A Financial Analyst, or Portfolio Manager, is an individual who examines financial data and predicts future financial trends. Their main responsibilities include analyzing past market trends, evaluating financial risks, and predicting upcoming financial trends in the stock market to create investment strategies.

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Financial Analyst duties and responsibilities

A Financial Analyst is responsible for guiding their clients to making sound investments. In order to do that successfully, some of the common daily duties and responsibilities a Financial Analyst must perform include:

  • Analyze investment projects
  • Forecast future trends in investments, stocks, and other financial projects
  • Forecast different scenarios and ways to deal with each potential outcome
  • Develop risk profiles for clients
  • Compile investment data in organized reporting systems
  • Advise clients on how to proceed with financial projects based on analysis of the market (past and present)
  • Develop tools to optimize the analysis of financial documents
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Financial Analyst Job Description Examples:

Example 1

Job Title: Financial Analyst

About North Atlantic

North Atlantic is a diverse and growing, province-wide leader in retail gas and convenience, residential, commercial, and wholesale fuels. For over 30 years, we�ve built our reputation on quality products, extraordinary service, and support for local communities. With our people first approach, North Atlantic looks for dynamic individuals who take initiative and who are committed to fostering a strong team environment. We want people who are known for their positive attitude, genuine communications, and personal drive.

As we advance our business for the future, North Atlantic is driven to developing efficient and green energy solutions aligned to the needs of the world in which we live. Committed to sustainable and responsible business practices, we�re driving industry forward, supporting new skills and new jobs for this ever-evolving landscape.

For more information about the North Atlantic, please visit[website]

Position Overview

Reporting to the Assistant Controller, the Financial Analyst will provide support and analysis to the finance team.

This is a 6-month temporary position.

Duties and Responsibilities

  • Create & enhance financial reports on regular and ad hoc basis
  • Assist in budgeting and forecasting activities
  • Develop and report Key Performance Indicators (KPIs)
  • Cash flow management, reporting and forecasting
  • Financial modelling and business analysis
  • Assess and deliver reports and presentations on key opportunities
  • Improve processes by implementing electronic solutions and automation.
  • Review and reconcile accounting transactions
  • Identify control gaps and recommend appropriate remediation
  • Other duties as required

    Qualifications

  • University Degree in Commerce or Business Administration with a focus on finance, accounting or economics. Equivalent education and experience may be considered.
  • Two (2) years of finance or accounting experience required.
  • Analytical with a strong attention to detail and accuracy
  • Proficient in Microsoft office programs as well as the ability to learn and understand key corporate enterprise applications and systems
  • Flexible to adapt to changing priorities
  • Able to multi-task in a fast paced, deadline driven, team focused environment
  • An interest in working towards a CPA designation would be considered an asset

    North Atlantic is committed to Employment Equity. Accommodations during the recruitment process are available upon request for candidates with disabilities.

    We offer a competitive compensation and benefits package which include Health and Dental, Wellness Program Short-Term and Long-Term Disability Life Insurance Company Pension Plan with employer contribution Employee and Family Assistance Program Free on-site parking Employee engagement activities

    If you are a highly motivated team player, have the qualifications, and are prepared to meet the challenges as outlined, apply by submitting your resume and cover letter.

    Candidates are encouraged to apply by September 15, 2023.

    Job Type: Fixed term contract
    Contract length: 6 months

    Benefits:
  • Dental care
  • On-site parking
  • Paid time off
  • Vision care
    Schedule:
  • 8 hour shift
  • Monday to Friday

    Work Location: In deadline: 2023-09-15

    • Example 2

    Reporting to the CFO and controller, we�re looking for a Tax and Financial Analyst/Accountant to help the accounting department with its day-to-day operations as outlined below. This person must be organized and have prior experience in a similar role. The responsibilities include, but are not limited to, the following:

    Duties:

  • Assisting with LMG's Group of entities� monthly and year-end processes
  • Assisting in processing accounts payable and accounts receivable
  • Processing cash receipts and reimbursements
  • Day-to-day accounting entries and reviewing of entries
  • Registration and preparation of domestic and foreign sales tax and income tax returns
  • Preparing of SRED, film tax credit, duty drawback claims
  • Researching other tax obligations and opportunities
  • Assisting in monitoring and analyzing accounting data
  • Assisting in financial statement and tax reviews and audits
  • Communicating with other business units/Managers regarding financial information, tax and legal compliance

    Growth Areas:

  • Working proactively to help improve systems and procedures
  • Helping meet financial accounting objectives
  • Involvement in financial planning and analysis

    Job Requirements:

  • Designation in CPA or equivalent, or current CPA program enrolment
  • Accounting degree or BCIT finance graduate
  • Proven working experience in an accounting office with a complete yearly accounting cycle
  • Interest in sales and use tax, income tax, etc.
  • Advanced computer skills in Microsoft Office (specifically Excel) and QuickBooks
  • High attention to detail and accuracy
  • Very analytical with a positive attitude
  • Strong writing and communication skills
  • Ability to work with a team or independently



    Job Perks:

  • Professional Development - Reimbursement of eligible skills development programs and courses.
  • Health Coverage - Extended health benefits and dental plan.
  • Paid Time Off - Paid personal leave as well as vacation time.
  • Employee Wellness - Flexible schedules, frequent game nights, and exciting company outings.
  • Phone Plan - We provide a comprehensive phone plan for our employees.
  • SWAG - Access to swag from [website], tech, and other goodies.

    We�re looking for world-class talent to join our team! Our aim is to foster a culture of creativity and collaboration at work, so we can inspire our audience to be more curious about the world around them. If this sounds like you, we encourage you to apply. We thank all applicants for applying; however, only successful applicants will be contacted.

    Equal Opportunity Statement

    LMG is proud to be an equal opportunity employer. We are committed to equal employment opportunity regardless of race, colour, ancestry, place of origin, religion, family status, marital status, physical disability, mental disability, sex, age, sexual orientation, gender identity or expression, political belief, or conviction of a criminal or summary conviction offence unrelated to employment.

    At LMG, we�re committed to building a workforce that is representative of the audiences we create for, by building a culture where everyone feels like they belong.

    Job Types: Full-time, Permanent

    Benefits:
  • Casual dress
  • Dental care
  • Extended health care
  • On-site parking
  • Paid time off
  • Vision care
    Schedule:
  • 8 hour shift

    COVID-19 considerations:
    We have an extensive COVID-19 safety policy in place for everyone at our office.



    Ability to commute/relocate:
  • Surrey, BC V3S8E5: reliably commute or plan to relocate before starting work (required)

    Application question(s):
  • Are you currently able to work in Canada? Note: this does not mean "I can work in Canada as long as an employer sponsors me", it means "I can start work tomorrow".

    Licence/Certification:
  • Accounting degree or equivalent (BCIT diploma) Location: Hybrid remote in Surrey, BC V3S8E5

    • Example 3

    It is a great time to join the CRH Canada team! CRH Canada is going through an exciting business transformation which demands first-class Talent Management support to drive results.

    We are building a world- class team. Make your mark!

    You will be a successful addition to our team if you look at change as an opportunity to develop and contribute to the business. You will be successful in your role if you like partnering with the business, presenting new ideas and providing excellent customer service.

    Who we are
    Recognized as one of Greater Toronto's Top 100 Employers and under the long established and respected name of Dufferin Construction, a CRH Company, we operate a multi-million construction business which provides construction services throughout Southern Ontario and on key projects across Canada. Founded in 1912, Dufferin Construction has built a solid reputation for market excellence, drawing on a rich history and a strong heritage of quality, stability and innovative leadership in the marketplace. Dufferin Construction is one of the largest heavy civil engineering contractors in the industry, employing over 1000 people.
    Reporting to the Assistant Controller for Dufferin Construction, the Financial Analyst will be responsible for:

  • Execute month-end activities for closing the accounting periods in a timely manner.
  • Review routine and complex business transactions to identify relevant accounting and reporting issues.
  • Validate financial and non-financial data and resolve any issues to ensure alignment between all financial systems.
  • Analyze monthly results and provide commentary explaining the variances against forecast, budget, and prior year performance.
  • Compile monthly reports and presentations for senior management.
  • Assist in preparation of forecasts, budget, and strategic plans.
  • Perform qualitative and quantitative analysis of budgets and forecasts to assist in management's review and decision making.
  • Prepare ad-hoc reports and presentations, and support management on any ad-hoc financial analysis.
  • Ensure compliance with IFRS accounting principles, internal control SOX requirements, and CRH Central Service standards.
  • Contribute to improvements in accounting and reporting policies and procedures.
    Requirements:

  • Bachelor of Business Administration or Commerce and/or a combination of relevant work experience.
  • Professional designation (CPA, CFA � or in the process) is considered an asset.
  • Intermediate to advanced proficiency in Excel and PowerPoint.
  • Ability to manipulate large data sets demonstrate critical thinking in producing various analyses and tables, as well as develop charts/graphs in both Excel and PowerPoint.
  • SAP, Viewpoint, Oracle Hyperion Financial Management or Oracle Hyperion Planning experience preferred.
  • Proven understanding of financial statements, and proven knowledge of financial analysis, variance analysis, and forecasting.
  • Excellent attention to detail, accuracy, and ability to self-review.
  • Ability to adapt to versatile deliverables/analyses and demonstrate logic/reasoning.
  • Exhibit strong time management skills, ability to perform under pressure in a fast-paced environment with ad-hoc deliverables.
  • Strong communication, writing, and presentation skills.
  • Desire to learn and be involved in a variety of ad-hoc projects and changing reporting needs.
  • Previous Construction Accounting experience is considered an asset.

    Why work with us?

  • Flexible benefits package from Day 1 � you choose what you need!
  • Family Focus & Balance: Parental leave, paid time-off and Employee Family Assistance Program.
  • Financial Security: Competitive Pension Plan and Annual Bonus Program.
  • Global Career Development Opportunities � pave your own path!

    Stay in touch with the latest on industry news and new opportunities. Follow us onTwitter,LinkedIn
  • and Facebook or visit our website for more information: [website]
     CRH Canada Group Inc. recognizes Canada�s diverse landscape. Accommodation is available upon request for applicants with disabilities throughout the recruitment and selection Types: Full-time, Permanent

    • Example 4

    Senior Financial Analyst

    Jonas Software

    Our business is one in which building relationships and working with others on the team are critical. The position requires a skilled verbal and written communicator with the confidence and polish to speak with senior executives, accountants, and colleagues.

    You are driven to perform, results-oriented and willing to do what it takes. You have excellent interpersonal skills and are an enthusiastic energetic self-starter. You are extremely organized and do not let details slip through the cracks. You are a strong listener and collaborative individual, who likes to put forward suggestions and ideas on how to improve the status quo with a strong focus on process management.

    JOB Responsibilities

    As an important member of our Finance team you will:
  • Responsible for monthly financial accounting, including journal entries, accruals and financial analysis, to ensure timely and accurate reporting of monthly financial results for Business Units

  • Prepare monthly financial reports including Income Statement

  • Responsible for month-end, quarter-end and year-end close

  • Lead quarterly forecast process by partnering with Business Units leaders

  • Compare actual results with forecast to analyze and identify areas of strengths and weakness

  • Develop and deliver a consistent and accurate analysis of business performance using KPI and non-financial data to highlight performance

  • Liaise with the various Business Unit Managers to provide support as required

  • Prepare account reconciliations including prepayment and accruals schedules on monthly basis.

  • Review account reconciliations FA prepared

  • Prepare monthly commissions schedule for payroll processing

  • Prepare ad hoc financial analysis as required by Management

  • Prepare note disclosures for quarter-end and year-end

  • Train and mentor junior analyst and other staff on best financial practices

  • Assist with internal and external audit requests as required

  • Continuously improve procedures; develop reports to drive insight and accountability

    JOB Qualifications:
  • Attained a Business/Finance degree (i.e. BBA, Comm. etc.) with preference given to those with relevant further study/designations (CGA/CMA/CA)

  • Minimum of 3 � 5 years� experience as a senior financial analyst, financial analyst, or in a similar position

  • Advanced skills and experience in MS Office Excel

  • Excellent administrative and organizational skills with ability to set priorities, adjust and respond professionally to changing priorities and ad hoc issues

  • Excellent communication and interpersonal savviness skills with a proven ability to interact with all levels of management. Possesses strong leadership/command skills and demonstrates organizational agility

  • Ability to learn new concepts and tasks quickly, work under pressure, and meet deadlines requirements in a fast-paced, dynamic environment

  • Excellent technical learning, analytical and problem solving skills

  • Knowledge of IFRS is an asset

  • Experience with Great Plains accounting software an asset

    You may use the link to apply to the role:

    [website]R26648

    Job Type: Full-time

    Benefits:
  • Casual dress
  • Dental care
  • Employee assistance program
  • Employee stock purchase plan
  • Extended health care
  • Life insurance
  • On-site parking
  • Paid time off
  • Stock options
  • Vision to Friday

    • Example 5

    Join a growing, dynamic, successful and profitable company! Royal Scenic is a major air consolidator and tour wholesaler that serves the travel trade exclusively. Our job is to make it easier for travel professionals across the nation to serve their customers better. Immediate opportunities are available based in our Markham, ON head office.

    We are looking for a Financial Analyst to join our team. The travel industry is exciting, fast-paced and rewarding. The right candidate has the following skills:

    Key responsibilities include:

  • Administration, auditing and reconciliation of Accounts Payable and Accounts Receivable
  • Maintenance of cost and revenue booking in high volume environment
  • Full charge fixed assets management, bank reconciliation, bad debt provision and month end closing
  • Creating, analyzing and updating balance sheets, income statements, profit and loss statements, A/R and A/P aging reports, and other financial reports
  • Managing collections process, report updates and calls
  • Maintaining records as required by management
  • Preparing daily, weekly and monthly reports to management
  • Conducting accounting research as need and recognize potential problems
  • Other duties and projects as assigned by management

    Requirements:

  • Minimum 5 + years office experience in the Accounting Department
  • Accounting Degree or Bachelor�s Degree, majoring in Accounting
  • Ability to multitask and work under pressure
  • Must be well organized and detail oriented
  • Ability to create and analyze financial reports
  • Excellent computer skills including Advance Level Excel and ERP
  • Experience in Trams or Travel accounting software an asset
  • Experience in the travel industry and knowledge of GDS a plus

    Job Types: Full-time, Permanent

    Salary: From $40,000.00 per year

    Benefits:
  • Company events
  • Dental care
  • Disability insurance
  • Life insurance
  • On-site parking
  • Paid time off
  • Vision care
  • Work from hour shift

    • Example 6

    Reporting to the Controller, this position is responsible for performing payroll processing and general accounting/financial reporting duties, process clarification and improvement. There are three other members of the Accounting staff, a Controller, a Senior Financial Analyst and an A/P Specialist.

    A. Job Duties

    1. Payroll Processing

  • Weekly and Bi-weekly Payroll

  • Payroll Reconciliations; including EHC billing

  • Annual Processing for T4, WSIB, EHT, Vacation Roll

  • Journal Entry Processing

  • Record of Employment, Service Canada Inquiries

  • Manulife Group RRSP Contributions

  • WSIB Reconciliation and remittances

  • Garnishment Administration

  • Safety Hours Reporting

  • Team Member Support

    2. General Accounting Functions

  • Manual Invoicing; EDI Processing; Direct Ship Invoicing

  • AR Monitoring; Weekly Reporting

  • Cash Receipts, Bank Reconciliations

  • Pricing maintenance � update as POs change, new part numbers created

  • Perform daily/monthly analysis on efficiency and scrap product and prepare reports.

  • Reconcile assigned Balance Sheet accounts.

  • Complete month end duties (and year end duties)

  • Work with the auditors when completing year end reporting.

  • Other duties as assigned

    B. Mental Demands

    � Knowledge of cost of quality and financial implications to the company.

    � Must be able to manage and communicate multiple projects at the same time.

    � Must be able to perform strategic planning activities as required

    C. Physical Demands/Workplace Conditions

    � Requires limited travel to other facilities.

    � Exposed to limited standing and walking in manufacturing plant environment on concrete floors.

    � Requires sitting at desk performing computer work.

    D. Education & Experience

    � Ability to maintain confidentiality of company and personnel information

    � Ability to work effectively with minimal supervision

    � Attention to detail, with emphasis on accuracy

    � Ability to balance multiple conflicting responsibilities

    � Able to work within tight deadline

    � Strong communication, analytical, and problem solving skills

    � College Diploma or University Degree in Accounting or Business; preferred

    � ADP (Preferred) or Other Payroll Software Proficiency; Understanding of Canadian Payroll Principles; PCP preferred

    � Experience in automotive manufacturing

    � Microsoft Excel, Word, Outlook Proficiency

    � MRP/ERP systems experience

    E. Supervision Required

    Reports to the Controller.

    Job Type: Full-time

    Benefits:
  • Dental care
  • Disability insurance
  • Extended health care
  • Life insurance
  • RRSP match
  • Vision care
    Schedule:
  • 8 hour shift
  • Monday to Friday

    Education:
  • DCS / DEC 2 years (preferred)

    • Example 7

    Thomson Power Systems(a Regal Beloit company) is a leading manufacturer of electrical products and systems for use in the Power Generation Industry for over 40 years. We have an immediate opening for a Senior Financial Analyst.

    The Senior Financial Analyst is a key role within the Thomson Power Systems organization. This position will work with the finance team, based in Langley, British Columbia head office. The position reports directly to the Director of Finance of Thomson Power Systems.

    This is a hands-on role that will primarily be involved with Budgeting, Forecasting and analysis of operating results. This position will also involve the supervision and mentoring of a Financial Analyst.

    This position is responsible for but not limited to the following duties:
  • Assist in the preparation of annual budgets, monthly and quarterly forecasting initiatives including conducting meetings with Operational teams to review forecasts variances, and explain results and cost reduction analysis as needed
  • Review and explain variances to budget on a monthly, quarterly and annual basis
  • Prepare weekly updates to forecasts and revenue recognition
  • Lead weekly forecast reviews
  • Assist in preparing Financial statements
  • Assist in preparing month end financial reports, executive summaries and slides for review and discussion
  • Prepare monthly/quarterly reports for both local and corporate management
  • Prepare and post journal entries into accounting system
  • Prepare and maintain schedules and calculations for Deferred Revenue and Revenue Recognition entries
  • Review Inventory Management and provide variance analysis. Maintain accurate costing for all Raw Materials, WIP and Finished Goods, including routings, labor rates and other production overheads.
  • Prepare/review Job Cost reporting and analysis
  • Maintain financial and operational controls and processes in accordance with external and internal financial policies and regulations. Ensuring proper documentation is in place
  • Continuously reviewing for process improvement
  • Other accounting tasks as required

    Required experience/skill/qualifications
  • Suitable candidate will possess a University degree and an active CPA designation
  • Superior Technical Skills including Excel/Power BI/Access/ERP Systems/SQL
  • Previous manufacturing experience
  • A minimum of seven (7) years of accounting / financial analysis experience
  • Strong attention to detail and a goal-oriented mentality
  • Commitment to excellent customer service
  • Ability to maintain effective and cooperative working relationships
  • Excellent written and verbal communication abilities
  • Ability to prioritize and manage multiple responsibilities simultaneously
  • Fully proficient in Microsoft Office Suite
  • Experience & knowledge in various sub-ledger processes
  • Excellent skills in time management
  • Excellent people skills and great desire to produce quality work

    #MP

    Job Types: Full-time, Permanent

    Salary: $95,000.00-$105,000.00 per year

    Schedule:
  • Monday to Friday

    Experience:
  • Accounting: 7 years (preferred)
  • manufacturing: 1 year (preferred)
  • Power BI: 1 year (preferred)
  • ERP systems: 1 year (preferred)
  • SQL: 1 year Professional Accountant (preferred)

    • What does a Financial Analyst do?

    A Financial Analyst collects and analyzes data from past transactions and investments. This allows them to forecast market trends and guide their clients into investing wisely and safely. They are responsible for tracking trade volumes and stock market fluctuations, preparing risk profiles, and creating and implementing tools for managing and analyzing financial data for their clients. A Financial Analyst plays a key role in any financial organization and works closely with Accountants and Controllers.

    Financial Analyst skills and qualifications

    A Financial Analyst plays a key role in their clients’ wealth management and investment success. Some common skills and qualifications that make for a successful Financial Analyst candidate include:

    • Strong data collection and analytical skills
    • Excellent organizational skills
    • Strong eye for detail
    • Outstanding communication skills
    • Exceptional knowledge of finance, stocks, bonds, investments, and other financial projects
    • Good business administration skills
    • Excellent verbal and written communication skills

    Financial Analyst experience requirements

    A Financial Analyst may be an entry-level position, so a candidate’s education and soft skills are important. However, a candidate with related financial experience in any industry has an advantage. Candidates who have been immersed in a similar working environment through an internship or other work placement are also an asset.

    Financial Analyst education and training requirements

    A Financial Analyst candidate generally needs a bachelor’s degree in commerce, finance, economics, business administration, or a related discipline. Candidates with an MBA should be well-qualified for the role. You may also prefer those with a Chartered Financial Analyst (CFA) designation. In Saskatchewan, Financial Analysts must be recognized as Portfolio Managers by the Saskatchewan Financial Services Commission. In Manitoba, Portfolio Managers require the same certification from the Manitoba Securities Commission.

    Financial Analyst salary expectations

    According to Indeed Salaries, the average salary for a Financial Analyst in Canada is $66,426 per year. Salaries vary based on location, size and type of establishment, level of experience, and education.

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    Financial Analyst job description FAQs

    What is the difference between a Financial Analyst and a Business Analyst?

    As there are typically both Junior and Senior Financial Analyst roles within one company, a good job description clearly outlines the seniority of the role. The description should detail any specific designations or certification requirements, like a Master of Business Administration (MBA) or Chartered Financial Analyst (CFA). To make the job description stand out, highlight attractive benefits like a competitive salary, insurance, and flexible schedules as applicable.

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