What does a finance and marketing analyst do?
The primary role of a financial analyst is to gather all data to check opportunities and evaluate the results of business decisions or investment recommendations made. Their role is to help companies make the best business decisions to further the company's profit with fewer costs incurred. They can work in both junior and senior positions within a firm. A financial analyst must also be aware of the developments made in the field they specialize in, as well as draft financial models to foresee future economic conditions of any inconsistencies.
Finance and marketing analyst responsibilities
Here are examples of responsibilities from real finance and marketing analyst resumes:
- Manage month-end financial close process for marketing, in particular banking, including journal entries and accruals preparation.
- Work daily in SQL server to build data sets used to automate, analyze, and extract key company information.
- Manage all phases of marketing campaign projects from requirements gathering, sales goals, list pulls, and final ROI analysis.
- Develop, maintain financial models/applications (VBA Excel/Access) to automate and streamline business processes and perform financial analysis.
- Conduct extensive data analysis using SQL for positioning and acquisition/retention strategies.
- Create PowerPoint presentations and sales collateral for sales force and management!
- Assist with all areas of marketing including tracking web advertising ROI, website updates, and email newsletter creation.
- Create KPIs and reporting dashboards to monitor performance across entire loan pipeline, from lead origination to loan officer closing rates.
- Develop targeted offers using an internal CRM system to specifically market to customers with a higher propensity to purchase specific products.
- Review risks and opportunities with Sr. Management and provide recommendations.
Finance and marketing analyst skills and personality traits
We calculated that 14% of Finance And Marketing Analysts are proficient in Financial Analysis, PowerPoint, and SQL. They’re also known for soft skills such as Analytical skills, Communication skills, and Detail oriented.
We break down the percentage of Finance And Marketing Analysts that have these skills listed on their resume here:
- Financial Analysis, 14%
Developed strategic competitive analysis for major products, preparation of testimonials, and extended SWOT financial analysis against competitors.
- PowerPoint, 7%
Conducted focus groups for strategy purposes regarding ongoing and future projects Emphasized use of Excel, PowerPoint, Word and Outlook.
- SQL, 6%
Conducted extensive data analysis using SQL for positioning and acquisition/retention strategies.
- Accruals, 5%
Prepared Accruals, Liability Account Reconciliation and Journal entries to track customer spends and sales reporting.
- Variance Analysis, 4%
Completed monthly accounting, reporting, and financial variance analysis by effectively utilizing numerous financial and management reporting systems.
- Financial Models, 4%
Updated and created financial models, developing cost estimates and benefit determination for business cases.
Common skills that a finance and marketing analyst uses to do their job include "financial analysis," "powerpoint," and "sql." You can find details on the most important finance and marketing analyst responsibilities below.
Analytical skills. The most essential soft skill for a finance and marketing analyst to carry out their responsibilities is analytical skills. This skill is important for the role because "market research analysts must evaluate large amounts of data and information related to market conditions." Additionally, a finance and marketing analyst resume shows how their duties depend on analytical skills: "create and monitor a 185+ million budget for marketing and generate all financial reports and analyzed financial results compared to forecast. "
Communication skills. Another essential skill to perform finance and marketing analyst duties is communication skills. Finance and marketing analysts responsibilities require that "market research analysts must be able to clearly convey information when gathering material, interpreting data, and presenting results to clients." Finance and marketing analysts also use communication skills in their role according to a real resume snippet: "elaborate monthly financial reports for hr, audit & communication departments. "
Detail oriented. This is an important skill for finance and marketing analysts to perform their duties. For an example of how finance and marketing analyst responsibilities depend on this skill, consider that "market research analysts must pay attention to minutiae to evaluate data." This excerpt from a resume also shows how vital it is to everyday roles and responsibilities of a finance and marketing analyst: "submitted marketing and financial reports to company officers - prepared reports detailing life-to-date spend. ".
The three companies that hire the most finance and marketing analysts are:
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Compare different finance and marketing analysts
Finance and marketing analyst vs. Analyst sales
Analyst sales, or a sales analyst, is an individual who is responsible for increasing sales and revenue of a company by running competitive analysis and making recommendations on how the marketing and sales team should move forward. Sales analysts must assist in the review of monthly financial statements and prepare complex financial statements for retail and service businesses. They develop and provide market intelligence data solutions for the sales team to maximize territory sales efforts. Sales analysts must also maintain a business relationship with key account top management to deliver outstanding customer service and assistance.
There are some key differences in the responsibilities of each position. For example, finance and marketing analyst responsibilities require skills like "economics," "powerpoint," "accruals," and "variance analysis." Meanwhile a typical analyst sales has skills in areas such as "salesforce," "customer service," "crm," and "sales data." This difference in skills reveals the differences in what each career does.
Analyst sales earn the highest salaries when working in the finance industry, with an average yearly salary of $80,458. On the other hand, finance and marketing analysts are paid more in the technology industry with an average salary of $83,839.The education levels that analyst sales earn slightly differ from finance and marketing analysts. In particular, analyst sales are 6.4% less likely to graduate with a Master's Degree than a finance and marketing analyst. Additionally, they're 0.6% less likely to earn a Doctoral Degree.Finance and marketing analyst vs. Analyst
Analysts are employees or individual contributors with a vast experience in a particular field that help the organization address challenges. They help the organization improve processes, policies, and other operations protocol by studying the current processes in place and determining the effectiveness of those processes. They also research industry trends and data to make sound inferences and recommendations on what the company should do to improve their numbers. Analysts recommend business solutions and often help the organization roll out these solutions. They ensure that the proposed action plans are effective and produce the desired results.
Each career also uses different skills, according to real finance and marketing analyst resumes. While finance and marketing analyst responsibilities can utilize skills like "economics," "powerpoint," "sql," and "accruals," analysts use skills like "customer service," "troubleshoot," "management system," and "project management."
On average, analysts earn a higher salary than finance and marketing analysts. Some industries support higher salaries in each profession. Interestingly enough, analysts earn the most pay in the technology industry with an average salary of $79,330. Whereas finance and marketing analysts have higher pay in the technology industry, with an average salary of $83,839.Average education levels between the two professions vary. Analysts tend to reach similar levels of education than finance and marketing analysts. In fact, they're 4.7% less likely to graduate with a Master's Degree and 0.6% more likely to earn a Doctoral Degree.What technology do you think will become more important and prevalent for finance and marketing analysts in the next 3-5 years?
Nate Peach Ph.D.
Associate Professor of Economics, George Fox University
Finance and marketing analyst vs. Staff analyst
Staff Analysts are employees who oversee the activities related to the employees. They monitor the performance of the employees and assess whether particular employees suit the role they have. They also assess the current roles in the company to see if those roles are really needed. Staff Analysts ensure that the manpower allocation in the company is efficient. They analyze staff-related data to check whether there are more areas for improvement. Staff Analysts may also be assigned to come up with projects related to improving productivity.
The required skills of the two careers differ considerably. For example, finance and marketing analysts are more likely to have skills like "economics," "powerpoint," "accruals," and "variance analysis." But a staff analyst is more likely to have skills like "project management," "technical support," "windows," and "logistics."
Staff analysts earn the highest salary when working in the technology industry, where they receive an average salary of $107,444. Comparatively, finance and marketing analysts have the highest earning potential in the technology industry, with an average salary of $83,839.When it comes to education, staff analysts tend to earn similar degree levels compared to finance and marketing analysts. In fact, they're 1.8% less likely to earn a Master's Degree, and 0.6% less likely to graduate with a Doctoral Degree.Finance and marketing analyst vs. Product analyst
A product analyst job utilizes data analysis software and notates trends in market research. Primarily, analysts project the costs of product development and marketing. They think of the possibilities for profit and sales and monitor the performance of products on the market to come up with a better product. Their responsibilities include company product evaluation, product understanding, and product rating reviews. Familiarity with Microsoft Office Suite, strong communication skills, and proficiency in database software is necessary for this job.
Types of finance and marketing analyst
Updated January 8, 2025
