Excited woman

Financial Planner & Analyst | Sample Job Description

what where
job title, keywords or company
city, state or zip

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

< Back to Job Descriptions Library


Search Accounting Jobs

Sample Accounting Resumes

Accounting Degree Online

| |


Featured Accounting Schools

BS Accounting, BS Business/Accounting, MBA Accounting, MS Accountancy

AA Accounting, BS Business Administration
AAS Accounting
BS Accounting, MS Accounting

© 2012 | Contact Us | Site Map | | | | About Us | Follow us

Related pages

assistant accountant definitiontop 4 accounting firms in usacfo startup responsibilitiessample business analyst resumesmedium sized accounting firmsbookkeeping jobs in chicagoinvoice clerk job descriptionfinancial analysts job descriptionjob description of accounts payablewhat is meant by accounts payablefinancial controller cover lettergeneral ledger accountant resume samplesample of cover letter for administrative positioninterview thank you note templatesample executive director resumeaccounts payable cover letter templatestock controller job descriptioncash accountant job descriptioncompliance auditor job descriptioncv format for accountantfinancial analyst resume summarydocument analyst job descriptionaccount payables definitioncore qualifications on resumeaccounting staff salary philippinesaccounts payable resume samplecover letter examples for bookkeepersox compliance jobskpmg accounting jobsaccounting jobs des moinespayroll officer cvsample of australian resumeauditor resume examplesfinancial analyst resume examplesbookkeeper positionshedge fund accountant salaryus gaap reporting requirementsj0b alertrole of cfo in small businessbookkeeper job description resumecore competencies resumereference letter for accountantadmin controller job descriptionfinancial analyst sample resumeadp pc payrollaccountant salariesnon profit controller jobsjob resume posting sitessox compliance jobsassistant accountant position descriptionpayroll team leadervp property management jobslaw firm accounting procedureswriting a job specificationaccounts payable clerk resume sampleentry level accounting internshipssarbanes oxley management responsibilitiesaccounts clerk cover letterduty manager job descriptiongeneral ledger descriptioncertified financial planner job descriptionapplication letter sample for accounting clerkresume for internal auditorsample kpi for finance managertreasury supervisor salaryaccountants cv samplepayroll processing job descriptioncollection analyst job descriptioncover letter examples for administrationwebsites to post jobs for freepurchasing job description resumeaccounts payable qualificationsspecimen of application for jobhedge fund analyst resumeallen gibbs & houlikbusiness analyst resume templatehealth insurance resume sample