金融分析师职位描述模板
The role of a Financial Analyst is very dependent on the type of organization that the job is for. 一般来说, 顾名思义, they are expected to garner insight and assist decision making through undertaking a quantitative analysis of company financial data.
The role of a Financial Analyst is dependent on the type of organization that the job is ultimately for. 在金融服务公司的背景下, analysts are expected to perform extensive modeling and projections on the investment activities of the firm. 向更加企业化的产品/服务环境发展, analyst roles are more widespread and involved within the general accounting responsibilities of ongoing operations.
A great financial analyst is someone that combines diligence, vision, and excellent numerical skills. 这取决于你选择的职业道路, an analyst will hold (or be studying toward) either external accountancy (ACA/CIMA) or investment (CFA) accreditations as ongoing learning to augment their skill set.
An effective financial job description clearly lists the functions that the role is expected to perform. 除了, 以确保相关类型的申请人参与, it should cogently describe the career path taken to date of someone with the skills most appropriate for the role.
金融分析师职位描述模板
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公司介绍
写一段简短而醒目的关于你公司的描述. Make sure to provide information about the company’s culture, perks, and benefits. 提及办公时间, 远程工作的可能性, and everything else that you think makes your company a compelling career choice.
工作描述
作为集团财务规划团队的财务分析师, you will be extremely visible across all functions and have significant exposure to the finance leadership team and the other divisional 经理. 在这个团队角色中, you will become the primary stakeholder for preparing Board reports, 每周现金流状况, 以及对投资组合的监控. The role will give you a strong understanding of the key risks and opportunities facing a business that is expanding rapidly, making it an excellent platform to make a significant contribution to the business.
You will have experience working in a financial planning team and an understanding of the opportunities and challenges of working in a group function. 这是一个瞬息万变的角色. 你需要一个积极的态度, 接受新挑战的能力, 较强的分析能力, 对细节的高度关注.
责任
- 在董事会月度报告过程中发挥关键作用. This will be heavily weighted towards KPI tracking and performance to budgets.
- 协助FP&A function with monthly accounting processes by documenting new business activities and translating operational models into the accounting process flow.
- Track weekly cash flow position and work with revenue-generating units, 财政部, and investor relations teams to project future movements and requirements.
- Appraise new investment/business opportunities from a financial perspective and augment their respective project teams.
- Define and track critical success metrics and KPIs of the business, 与其他部门合作解决这些问题.
- Establish market intelligence reporting on the competitive dynamics of our markets and distribute insights in a monthly and actionable manner.
- Build interactive reports and dashboards for wider distribution. 有Tableau工作经验者优先考虑.
- Assist the investor relations team with key financial deliverables and ad hoc requests.
技能
- 会计或金融专业本科以上学历.
- Qualified accountant (CIMA/ACCA/ACA) with demonstrable commercial experience of 3+ years.
- 熟练掌握Office办公软件, 特别是在Excel中, 宏, 数据分析, 数据透视表.
- 丰富的财务报表建模经验.
- 有财务系统工作经验.g.、Sage、SAP、Oracle EBS).
- 解决问题的能力，无论是自主还是在团队中.
- 平易近人和自信的性格类型, comfortable within a wide range of organizational environments.
- 高度的诚信和天生的承担责任的愿望.
Toptal金融专家最近的金融分析文章
如何聘请优秀的财务分析师
No longer are financial analysts siloed off on their own, simply reviewing statements. 这些天, whether a company is seeking fireproof financials or trying to understand an adverse market trend, 金融分析专家现在被放在前台和中心. Matching financial needs to the right expert can be daunting but this guide lays out the best skills to look for.
阅读招聘指南找到合适的财务分析面试问题
Read a list of great community-driven 财务分析 interview questions.
阅读它们，评论它们，甚至贡献你自己的.
现在就聘请一名顶级金融分析师
Toptal hand-matches top companies with freelance financial analysts and consultants. Hire a freelance financial analyst from Toptal to solve your critical finance challenges and support rapid and scalable business growth.
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埃文·费雪
Evan is a former investment bank VP offering a simple value prop: better-than-Wall-Street quality documents and advice at a fraction of the price. His work resulted in over $5 billion invested in SMEs by top-tier investors, 包括a16z, 软银, 老虎, 和更多的. He has sat in every seat at the boardroom table as a director, shareholder, executive, and advisor. 埃文喜欢帮助企业做计划, 完善他们的策略, 为公司行动做好准备, 磨练他们的融资方式.
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卡洛斯Barrozzi
卡洛斯, CFA持证人, has extensive investment banking and principal investing experience at BofA Merrill Lynch and Resiliens Capital. He has advised and invested in $4+ billion of equity and credit investments across both North America as well as emerging markets. 他通过咨询来结识有吸引力的投资者, 经理, and entrepreneurs while leveraging his financial expertise to drive value across a variety of unique business problems.
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乔治马修
乔治在M&A, 首次公开募股, and fixed income transactions with a cumulative deal value of $20+ billion at renowned Wall Street banks including Salomon Brothers and Morgan Stanley. 富布赖特学者, George is active in the fintech startup sector and was on the management committee of Houston’s largest independent bank. 在Toptal, he enjoys refining business models and optimizing financing structures to maximize flexibility and profitability.
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开始招聘Toptal连接 排名前3% 世界各地的自由职业人才.
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