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Finance analyst job description

Updated March 14, 2024
9 min read

Finance analysts are primarily responsible for researching financial trends, analyzing how these trends affect the company, managing financial data, and providing sound recommendations on company investments, financial account management, and financial targets. They are expected to make sound recommendations by analyzing trends vis-a-vis company data and performance.

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Example finance analyst requirements on a job description

Finance analyst requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in finance analyst job postings.
Sample finance analyst requirements
  • Bachelor’s degree in Finance, Accounting, Economics or related field
  • Strong analytical and financial modeling skills
  • Proficiency in Microsoft Excel and other financial software
  • Knowledge of financial regulations and compliance
  • Experience in financial forecasting and budgeting
Sample required finance analyst soft skills
  • Strong communication and interpersonal skills
  • Ability to work under pressure and meet tight deadlines
  • Attention to detail and accuracy
  • Problem-solving and critical thinking abilities
  • Ability to work independently and in a team environment

Finance analyst job description example 1

Community Health Systems finance analyst job description

**This is a full time Financial Analyst position working days at Northwest Medical Center.**

Compiles and analyzes financial information for an organization. Develops integrated revenue/expense analyses, projections, reports, and presentations. Creates and analyzes monthly, quarterly, and annual reports and ensures financial information has been recorded accurately. Identifies trends and developments in competitive environments and presents findings to senior management. Performs financial forecasting and reconciliation of internal accounts. Relies on instructions and pre-established guidelines to perform the functions of the job. Works under immediate supervision. Typically reports to a supervisor or manager. Bachelor's degree and 1-3 years of experience in the field or in a related area. Has knowledge of commonly-used concepts, practices, and procedures within a particular field.

_Northwest Medical Center is comprised of a 300-bed hospital, three urgent care facilities, a freestanding emergency center and a large physician group, offering you a variety of settings in which to work. Every location is dedicated to providing safe, quality patient care, but more than that is the commitment to employees. It strives to provide a culture of teamwork, respect and appreciation for all staff, whether they care for patients directly or work in a support role. With employee appreciation celebrations throughout the year, opportunities for growth and the satisfaction that you are part of a hospital leading the way with accessible, convenient healthcare in Tucson, Northwest is a great place to work. NMC is accredited by The Joint Commission and is an equal opportunity employer: race, gender, disability and Veteran status, and VEVRAA Federal Contractor - priority referral Protected Veterans requested._
**Qualifications**

**Education**

**Preferred**

+ Bachelors or better

**Experience**

**Preferred**

+ 2 years: Experience in hospital or payer financial analysis

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
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Finance analyst job description example 2

Comcast finance analyst job description

Comcast brings together the best in media and technology. We drive innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in a variety of innovative and fascinating businesses and create career opportunities across a wide range of locations and disciplines. We are at the forefront of change and move at an amazing pace, thanks to our remarkable people, who bring cutting-edge products and services to life for millions of customers every day. If you share in our passion for teamwork, our vision to revolutionize industries and our goal to lead the future in media and technology, we want you to fast-forward your career at Comcast.

Responsible for providing financial analysis, modeling, and general support to the Residential Xfinity Mobile team, which oversees accounts across the entire P&L for the Central Division. Reports financial analysis to senior management in support of functional business objectives. Works with moderate guidance in own area of knowledge.
Job Description
Core Responsibilities
Assists in budgeting, forecasting, variance analyses and related reports, as assigned.Conducts financial research, analyzes financial performance against objectives and determines emerging financial trends.Performs additional Business Operations duties and tasks as the need arises.Consistent exercise of independent judgment and discretion in matters of significance.Regular, consistent and punctual attendance. Ability to work nights and weekends, variable schedule(s) and overtime as the need arises.Other duties and responsibilities as assigned.

Employees at all levels are expected to:

Understand our Operating Principles; make them the guidelines for how you do your job.Own the customer experience - think and act in ways that put our customers first, give them flawless digital options at every touchpoint, and make them promoters of our products and services.Know your stuff - be hardworking learners, users and advocates of our groundbreaking technology, products and services, especially our digital tools and experiences.Win as a team - make big things happen by working together and being open to new insights.Be an active part of the Net Promoter System - a way of working that brings more employee and customer feedback into the company - by joining huddles, making call backs and helping us elevate opportunities to do better for our customers.Drive results and growth.Respect and promote inclusion & diversity.Do what's right for each other, our customers, investors and our communities.

Disclaimer:

This information has been crafted to indicate the general nature and level of work performed by employees in this role. It is not crafted to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications.

Comcast is an EOE/Veterans/Disabled/LGBT employer.

We believe that benefits should connect you to the support you need when it matters most, and should help you care for those who matter most. That's why we provide an array of options, expert guidance and always-on tools that are personalized to meet the needs of your reality-to help support you physically, financially and emotionally through the big milestones and in your everyday life.
Please visit the benefits summary on our careers site for more details.

Education
Bachelor's Degree

While possessing the stated degree is preferred, Comcast also may consider applicants who hold some combination of coursework and experience, or who have extensive related professional experience.

Certifications (if applicable)

Relative Work Experience
2-5 Years

Comcast is proud to be an equal opportunity workplace. We will consider all qualified applicants for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other basis protected by applicable law.
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Finance analyst job description example 3

CVS Health finance analyst job description

**Preferred location for this position is Scottsdale, AZ or Northbrook, IL but can be fully remote for highly qualified candidates**Would you like to join CVS Health, a Fortune 5 company, on our multifaceted Pharmacy Benefits Management (PBM) Underwriting team? In this high-level individual contributor role in our Health Plan Underwriting group, you will utilize your business, industry, competitive, client, and technical knowledge to formulate pricing strategy and to execute financial modeling of comprehensive pricing offers that include retail network, mail order, specialty, and pharmaceutical manufacturer rebates for PBM client contracts. Some of your key responsibilities will include: - Collaborating with PBM Sales and Account Services to provide recommendations on pricing and negotiation strategy to achieve revenue and profitability targets for net new business client growth and margin retention- Developing and maintaining domain expertise across multiple levers of PBM and Enterprise profitability, including retail networking, enterprise dispensing, specialty dispensing, pharmaceutical manufacturer rebates, MAC pricing, and other product/clinical service offerings- Presenting financial analyses to Executive Leadership during Executive Underwriting Approval Calls and responding to financial questions in real-time - Reviewing and completing financial sections of Requests for Proposals (RFPs) for PBM services Your success will be determined by your ability to communicate client pricing to internal and external partners in support of accurate pricing implementation and to minimize service warranties and performance guarantee payouts. You will need to execute and implement constantly evolving pricing strategies in response to market dynamics to provide competitive, profitable, and attractive pricing offers. You will have a measurable impact in this role, by helping CVS Health, and our clients win, in a competitive marketplace.
Pay Range

The typical pay range for this role is:

Minimum: 43,700

Maximum: 97,400

Please keep in mind that this range represents the pay range for all positions in the job grade within which this position falls. The actual salary offer will take into account a wide range of factors, including location.

Required Qualifications

- 3 or more years financial analysis, pricing, or underwriting experienced required- Highly proficient in Microsoft Excel in complex data analysis

COVID Requirements

COVID-19 Vaccination Requirement

CVS Health requires certain colleagues to be fully vaccinated against COVID-19 (including any booster shots if required), where allowable under the law, unless they are approved for a reasonable accommodation based on disability, medical condition, religious belief, or other legally recognized reasons that prevents them from being vaccinated.

You are required to have received at least one COVID-19 shot prior to your first day of employment and to provide proof of your vaccination status or apply for a reasonable accommodation within the first 10 days of your employment. Please note that in some states and roles, you may be required to provide proof of full vaccination or an approved reasonable accommodation before you can begin to actively work.

Preferred Qualifications

- Experience managing complex projects over 3-12 months in a matrix environment- Ability to interact with others in a professional manner and help foster teamwork and knowledge sharing to complete key tasks- Advanced Excel modelling- Strong organizational, multi-tasking, and follow up skills.- Strong presentation and communication skills with experience presenting to various business groups- Knowledge of medical insurance underwriting

Education

- Bachelor's Degree required, preferably in Finance, Mathematics, Economics, or related field; or equivalent work experience may be considered- Master's Degree or MBA preferred

Business Overview

Bring your heart to CVS HealthEvery one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced human-centric health care for a rapidly changing world. Anchored in our brand - with heart at its center - our purpose sends a personal message that how we deliver our services is just as important as what we deliver.Our Heart At Work Behaviors™ support this purpose. We want everyone who works at CVS Health to feel empowered by the role they play in transforming our culture and accelerating our ability to innovate and deliver solutions to make health care more personal, convenient and affordable. We strive to promote and sustain a culture of diversity, inclusion and belonging every day. CVS Health is an affirmative action employer, and is an equal opportunity employer, as are the physician-owned businesses for which CVS Health provides management services. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
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Updated March 14, 2024

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.