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Job Descriptions

This financial planning analyst sample job description can assist in your creating a job application that will attract job candidates who are qualified for the job. Feel free to revise this job description to meet your specific job duties and job requirements.

Description: Financial Planning Analyst

Financial Planning Analyst Job Purpose:
Supports management planning and decision making by identifying, maintaining, and evaluating information; recommending actions.

Financial Planning Analyst Job Duties:

  • Defines financial situtation by completing quantitative analyses.
  • Evaluates optional plans by identifying outcomes and potential returns.
  • Values assets by appraising current condition; assessing potential.
  • Recommends debt structures by analyzing refinancing options.
  • Builds financial database by identifying sources of information; assembling, verifying, and backing up data.
  • Recommends financial actions by assessing options in relation to organization goals.
  • Prepares financial reports by collecting, formatting, analyzing, and explaining information.
  • Protects operations by keeping financial information confidential.
  • Maintains technical knowledge by attending educational workshops; reviewing publications.
  • Contributes to team effort by accomplishing related results as needed.

Skills/Qualifications: Risk-Taking, Tracking Budget Expenses, Financial Planning and Strategy, Statistical Analysis, Reporting Research Results, Database Design, Strategic Planning, Forecasting, Analyzing Information , Conceptual Skills, Financial Skills

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