Financial Analyst Job Description

Key skills

Responsibilities

• • Build and maintain financial models for budgeting, forecasting, and scenario planning
• • Produce the monthly management reporting pack with variance commentary and trend analysis
• • Support the annual budgeting process by working with business unit leaders on inputs and assumptions
• • Conduct ad hoc financial analysis to support strategic and commercial decisions
• • Develop business cases for investment proposals, including ROI and payback calculations
• • Identify and report on key financial drivers, risks, and opportunities
• • Automate and improve recurring financial reports using BI tools or advanced spreadsheet techniques
• • Present financial findings clearly to senior leaders and non-financial stakeholders

Requirements

• • 3+ years of financial analysis experience, ideally in FP&A, corporate finance, or investment analysis
• • Strong financial modelling skills with demonstrable examples of complex, audit-ready models
• • High proficiency in Excel or Google Sheets — pivot tables, dynamic arrays, complex formula work
• • Ability to translate financial analysis into clear, actionable business recommendations
• • Commercial curiosity — interest in understanding how the business generates and deploys value
• • Strong written and verbal communication for presenting to senior stakeholders

Nice to have

• • Progress towards or holding a CFA, ACA, ACCA, CIMA, or equivalent qualification
• • Experience with financial planning platforms (Anaplan, Adaptive Insights, Vena)
• • Exposure to M&A, fundraising, or investor relations financial work

What to look for in a great Financial Analyst

The best financial analysts are commercially curious — they want to understand the business logic behind every line of the model, not just build the numbers mechanically. Test this by asking them to explain a financial model they built and what business decision it supported. Strong candidates will walk you through the assumptions, flag where uncertainty is highest, and explain how the output was used. Watch for intellectual honesty about model limitations — someone who presents every model with absolute confidence is a red flag in a discipline built on uncertainty.

Where to source Financial Analyst candidates

Investment banking and corporate finance graduates bring exceptional modelling rigour and commercial exposure, though they may need coaching on internal communication styles. FP&A analysts from similar-sized organisations are often the fastest-to-impact hires because they understand the rhythm of the management reporting cycle. Big Four audit or transaction services leavers are well-trained, have broad sector exposure, and bring process discipline. Finance-focused MBA programmes and CFA societies are good communities for both active and passive senior candidates.

Interview questions to ask a Financial Analyst

Ask them to walk through the most complex model they have built — what it modelled, what the key assumptions were, and how sensitive the output was to changes in those assumptions. Follow with 'How do you present a financial analysis to a CEO or Board member who is not comfortable with numbers?' to test communication skills. Ask 'Tell me about a time your analysis changed a business decision' to probe commercial impact. Finish with a short case study: give them a one-page scenario and ask them to outline their analytical approach on the spot — you are evaluating structured thinking under mild time pressure.