Entry-Level Financial Analyst Job Description Sample

Hiring financial analysts is an especially important personnel decision because they assist in making key financial and business decisions that can impact your company in the short term and the long term. Getting this hire right means you’ll have access to accurate and actionable information that helps you grow your business. Get it wrong and it’s back to the drawing board. We’re here to help you make sure that doesn’t happen.

In this hiring guide, we provide you with a complete entry-level Financial Analyst sample job description, plus personality traits to seek out and salary averages by experience and location.  We purposely provided an extra-long list of skills and responsibilities that companies may desire in financial analysts, even though we know not all of them will apply to every financial analyst position. We recommend that you just pick the 6-10 that fit the best with the role you’re filling at your company.

Financial Analyst Job Description Sample

Entry-Level Financial Analyst Sample Job Description

YOUR COMPANY is hiring a Certified Financial Analyst

City Name

$50-70K

A Day in the Life of a Financial Analyst

  • Organize and analyze budgets, income statement forecasts, and other financial data.
  • Develop financial models, benchmarking, and process analysis.
  • Provide business administration service to management and analysts.
  • Preparation of financial reports.
  • Reconcile transactions through comparison and correction of data.
  • Conduct market research analysis.
  • Identify trends and recommend actions to senior financial analysts.
  • Assist analysts in creating press releases, research, and analysis.
  • Executing full lifecycle of software development.
  • Identify financial status by comparing and analyzing results with forecasts.
  • Complete bank reconciliations, financial statement preparation.
  • Explain intricate financial information to non-financial personnel.
  • Complete studies on past, future, and comparative business performance.
  • Develop forecast models.
  • Contribute to a team effort by completing related results as needed.

Skills and Experience Desired for an Entry-Level Financial Analyst

  • Bachelor’s Degree in Economics, Finance, or a related field.
  • In-depth knowledge of spreadsheet, database, and word processing technology.
  • Professional proficiency with Outlook, Word, Excel, and PowerPoint.
  • Hands-on experience with statistical analysis and statistical packages.
  • Must be well-informed on current financial and business environments.
  • Very good analytical skills.
  • Strong ability to identify trends and patterns in complex data sets.
  • Organized with good time management skills.
  • Proficient with financial analysis software, such as Delphi Technologies and Oracle E-Business Suite Financials.
  • Superb communication and presentation skills.
  • Exceptional administrative skills.
  • Customer service-oriented.
  • Strong attention to detail.
  • Able to collaborate with internal and cross-functional teams.
  • Top-notch analytic skills, including data mining, evaluation, analysis, and visualization.
  • Excellent problem-solving ability.
  • Outstanding understanding of economic and accounting principles and practices
Entry-Level Financial Analyst
Data Analyst Thumbnail - Circle

How This Role Contributes to the Future of the Company

[Example] As a financial analyst you will make a direct impact on the company by providing support and thorough analysis that helps leadership make informed, data-driven decisions.

As an entry-level financial analyst, you will likely start in the role of Junior Financial Analyst, receiving guidance and training from a Senior Financial Analyst. The most successful Junior Financial Analysts can be promoted to Senior Financial Analyst and this process can be expedited if by completing a Master’s Degree, which is highly recommended to advance in the role.

Over time, the best Financial Analysts can ascend to positions with more responsibility within the industry to become a Portfolio Manager, Fund Manager, or even a Chief Financial Officer (CFO) or Chief Investment Officer (CIO).

This Role Reports to _________ [ Senior Financial Analyst / CFO / CIO / Portfolio Manager etc.]

What to Expect from Our Financial Analyst Hiring Process

  1. Within 1 week of applying, we’ll let you know if you’ve been selected for an interview.
  2. Complete our cognitive aptitude test.
  3. 15-minute phone interview with our hiring team.
  4. 1:1 video interview with Senior Financial Analyst.
  5. Final in-person interview with department heads and the hiring manager.
  6. Offer.
Identify Top Talent

What to Look for in an Entry-Level Financial Analyst

Some candidates might have a resume that checks all of the boxes, yet they don’t have the right personality to succeed in the role. That’s where soft skills come into play. You can’t teach soft skills, they’re just built into the personality of the candidate. Here are some soft skills that hiring managers seek out in financial analyst candidates.

Valuable Financial Analyst Personality Traits

  • Analytical
  • Persistent
  • Flexible
  • Strategic
  • Empathetic
  • Positive
  • Communicative
  • Organized
  • Hardworking
  • Emotionally Intelligent
  • Adaptable
  • Collaborative
  • Quick Learner
  • Coachable
  • Resilient

What Salary Range to Offer Financial Analysts

Obviously, salary averages are always determined by candidate experience, industry, and location of the company. This is no different when it comes to the salary average for a Financial Analyst. Here’s a list of the average salary for Financial Analysts broken down by experience and by top locations in the US and internationally.

Annual Average Financial Analyst Salary by Experience

  • 0-1 Years: $53,051 
  • 1-3 Years: $55,624 
  • 4-6 Years: $63,557 
  • 7-9 Years: $65,104 
  • 10-14 Years: $67,243 
  • 15+ Years: $69,756 

U.S. Annual Average Financial Analyst Salaries

  • San Francisco: $75,774 
  • New York City: $70,137 
  • Seattle: $65,424 
  • Los Angeles: $64,988 
  • Boston: $62,275 
  • Chicago: $61,226 
  • Minneapolis: $60,820 
  • Austin: $60,207 
  • Atlanta: $59,774 
  • Miami: $58,556 

International Financial Analyst Salaries

  • Vancouver: $69,000 CAD
  • Toronto: $63,000 CAD
  • London: £42,386 
  • Berlin: €55,263 
  • Paris: €47,293 
  • Dublin: €40,682 
  • Madrid: €31,996 
  • Sydney: $92,994 AUD
  • Tokyo: ¥6,060,000
  • Hong Kong: $323,000 HK

Source: 2021 hiring data provided by Glassdoor

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