Financial Analyst Duties & Responsibilities

The role and function of a Financial Analyst includes the following duties and responsibilities:

  • Analyzing financial data.
  • Researching macroeconomic and microeconomic conditions.
  • Preparing accounting and other required reports and projections based on the analysis performed.
  • Evaluating capital expenditures and asset depreciation.
  • Coordinating with other members of the finance team, such as a risk analyst when required to review financial information and forecasts.
  • Providing financial models.
  • Making financial forecasts.
  • Analyzing inventory.
  • Establishing and evaluating records, statements, and profit plans.
  • Identifying financial performance trends and financial risk, and making recommendations.
  • Providing recommendations for improvement based on trends.

Note that this is not an exhaustive list of Financial Analyst duties and responsibilities. Job functions for specific Financial Analyst roles may vary, depending on the industry and type of employer.


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