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Financial Planner & Analyst | Sample Job Description

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If you are an employer seeking qualified job seekers for your Financial Planning & Analysis position, read our sample job description below and revise it to meet your company's specific job duties and requirements. If you are a job seeker looking for a Financial Planning & Analysis position, use our sample job description below to see what job skills and experiences employers are seeking.

Financial Planning & Analysis


  • Prepares financial and business related analysis and research in such areas as financial and expense performance, rate of return, depreciation, working capital, and investments.
    Prepares consolidated forecasts and budgets and analyzes trends in revenue, expense, capital expenditures and other related areas.
  • Utilizing PC and/or mainframe based systems and software; compiles and prepares reports, graphs and charts of data developed.
  • Assists with special financial and business related studies and cooperates with other departments in preparing analyses.
  • Assist with compilation and analysis of consolidated budgets and long range plans.
  • Maintains and coordinates group completion of financial review templates and meetings.
  • Performs other duties as required.


  • Bachelor's degree in finance/accounting or related field.
  • CPA preferred.
  • Typically requires two years business related experience.
  • Must be able to make decisions and solve problems that are general in nature and for which there are precedents.
  • Strong analytical and problem solving skills.
  • Effective written and verbal communication skills.
  • Ability to work independently and as a team member with excellent interpersonal skills.
  • Excellent time management skills.
  • High level of proficiency with Microsoft Excel and comfortable working within a consolidation software system

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