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Become A Finance And Reporting Analyst

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Working As A Finance And Reporting Analyst

  • Analyzing Data or Information
  • Getting Information
  • Interacting With Computers
  • Processing Information
  • Communicating with Supervisors, Peers, or Subordinates
  • Deal with People

  • Mostly Sitting

  • Repetitive

  • $78,611

    Average Salary

What Does A Finance And Reporting Analyst Do

Financial analysts provide guidance to businesses and individuals making investment decisions. They assess the performance of stocks, bonds, and other types of investments.

Duties

Financial analysts typically do the following:

  • Recommend individual investments and collections of investments, which are known as portfolios
  • Evaluate current and historical financial data
  • Study economic and business trends
  • Examine a company’s financial statements to determine its value
  • Meet with company officials to gain better insight into the company’s prospects
  • Assess the strength of the management team
  • Prepare written reports

Financial analysts evaluate investment opportunities. They work in banks, pension funds, mutual funds, securities firms, insurance companies, and other businesses. Financial analysts are also called securities analysts and investment analysts.

Financial analysts can be divided into two categories: buy-side analysts and sell-side analysts.

  • Buy-side analysts develop investment strategies for companies that have a lot of money to invest. These companies, called institutional investors, include mutual funds, hedge funds, insurance companies, independent money managers, and nonprofit organizations with large endowments, such as some universities.
  • Sell-side analysts advise financial services sales agents who sell stocks, bonds, and other investments.

Some analysts work for the business media or other research houses, which are independent from the buy and sell side.

Financial analysts generally focus on trends affecting a specific industry, geographical region, or type of product. For example, an analyst may focus on a subject area such as the energy industry, a world region such as Eastern Europe, or the foreign exchange market. They must understand how new regulations, policies, and political and economic trends may affect investments.

Investing is becoming more global, and some financial analysts specialize in a particular country or region. Companies want those financial analysts to understand the language, culture, business environment, and political conditions in the country or region that they cover.

The following are examples of types of financial analysts:

Portfolio managers select the mix of products, industries, and regions for their company’s investment portfolio. These managers are responsible for the overall performance of the portfolio. They are also expected to explain investment decisions and strategies in meetings with stakeholders.

Fund managers work exclusively with hedge funds or mutual funds. Both fund and portfolio managers frequently make buy or sell decisions in reaction to quickly changing market conditions.

Ratings analysts evaluate the ability of companies or governments to pay their debts, including bonds. On the basis of their evaluation, a management team rates the risk of a company or government not being able to repay its bonds.

Risk analysts evaluate the risk in investment decisions and determine how to manage unpredictability and limit potential losses. This job is carried out by making investment decisions such as selecting dissimilar stocks or having a combination of stocks, bonds, and mutual funds in a portfolio.

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How To Become A Finance And Reporting Analyst

Financial analysts typically must have a bachelor’s degree, but a master’s degree is often required for advanced positions.

Education

Most positions require a bachelor’s degree. A number of fields of study provide appropriate preparation, including accounting, economics, finance, statistics, and mathematics. For advanced positions, employers often require a master’s degree in business administration (MBA) or a master’s degree in finance. Knowledge of options pricing, bond valuation, and risk management are important.

Licenses, Certifications, and Registrations

The Financial Industry Regulatory Authority (FINRA) is the main licensing organization for the securities industry. It requires licenses for many financial analyst positions. Most of the licenses require sponsorship by an employer, so companies do not expect individuals to have these licenses before starting a job.

Certification is often recommended by employers and can improve the chances for advancement. An example is the Chartered Financial Analyst (CFA) certification from the CFA Institute. Financial analysts can become CFA certified if they have a bachelor’s degree, 4 years of qualified work experience, and pass three exams. Financial analysts can also become certified in their field of specialty.

Advancement

Financial analysts typically start by specializing in a specific investment field. As they gain experience, they can become portfolio managers, who select the mix of investments for a company’s portfolio. They can also become fund managers, who manage large investment portfolios for individual investors. A master’s degree in finance or business administration can improve an analyst’s chances of advancing to one of these positions.

Important Qualities

Analytical skills. Financial analysts must process a range of information in finding profitable investments.

Communication skills. Financial analysts must explain their recommendations to clients in clear language that clients can easily understand.

Computer skills. Financial analysts must be adept at using software packages to analyze financial data, see trends, create portfolios, and make forecasts.

Decisionmaking skills. Financial analysts must provide a recommendation to buy, hold, or sell a security.

Detail oriented. Financial analysts must pay attention to details when reviewing possible investments, as small issues may have large implications for the health of an investment.

Math skills. Financial analysts use mathematical skills when estimating the value of financial securities. 

To be successful, financial analysts must be motivated to seek out obscure information that may be important to the investment. Many work independently and must have self-confidence in their judgment.

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Finance And Reporting Analyst jobs

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Finance And Reporting Analyst Career Paths

Finance And Reporting Analyst
Finance Manager Controller
Accounting Director
11 Yearsyrs
Finance Manager Sales Manager Office Manager
Accounting Manager
7 Yearsyrs
Assistant Vice President Human Resources Coordinator Controller
Accounting Officer
7 Yearsyrs
Accounting Consultant Accounting Manager
Corporate Accounting Manager
8 Yearsyrs
Senior Finance Analyst Finance Manager Controller
Corporate Controller
12 Yearsyrs
Reporting Manager Senior Manager Controller
Director Of Accounting & Finance
11 Yearsyrs
Reporting Manager Assistant Controller Plant Controller
Division Controller
9 Yearsyrs
Accounting Manager Controller
Finance Controller
9 Yearsyrs
Finance Planning Analyst Senior Finance Analyst
Finance Leader
8 Yearsyrs
Senior Finance Analyst Accounting Manager
Finance Manager
7 Yearsyrs
Assistant Controller Finance Controller Senior Finance Analyst
Finance Planning Manager
8 Yearsyrs
Senior Analyst Senior Manager Controller
Interim Controller
15 Yearsyrs
Controller Finance Consultant Senior Finance Analyst
Manager, Finance Analysis
8 Yearsyrs
Finance Planning Analyst Senior Analyst Accounting Manager
Manager/Finance Accounting
8 Yearsyrs
Controller Accounting Consultant Accounting Manager
Plant Controller
10 Yearsyrs
Senior Analyst Senior Finance Analyst Controller
Regional Controller
10 Yearsyrs
Accounting Consultant Finance Consultant Senior Finance Analyst
Reporting Manager
8 Yearsyrs
Assistant Vice President Office Manager Accountant
Senior Accountant
6 Yearsyrs
Assistant Controller Accounting Consultant Accounting Manager
Senior Accounting Manager
10 Yearsyrs
Accounting Manager Finance Manager
Senior Finance Manager
11 Yearsyrs
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Finance And Reporting Analyst Demographics

Gender

  • Male

    53.2%
  • Female

    43.3%
  • Unknown

    3.5%

Ethnicity

  • White

    70.4%
  • Asian

    14.7%
  • Hispanic or Latino

    10.5%
  • Unknown

    2.8%
  • Black or African American

    1.6%
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Languages Spoken

  • Spanish

    34.4%
  • Mandarin

    10.0%
  • French

    8.9%
  • Chinese

    8.9%
  • German

    5.6%
  • Russian

    4.4%
  • Portuguese

    3.3%
  • Japanese

    3.3%
  • Cantonese

    3.3%
  • Hindi

    2.2%
  • Bengali

    2.2%
  • Italian

    2.2%
  • Polish

    2.2%
  • Arabic

    2.2%
  • Vietnamese

    1.1%
  • Bulgarian

    1.1%
  • Ukrainian

    1.1%
  • Filipino

    1.1%
  • Hebrew

    1.1%
  • Greek

    1.1%
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Finance And Reporting Analyst

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Finance And Reporting Analyst Education

Finance And Reporting Analyst

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Real Finance And Reporting Analyst Salaries

Job Title Company Location Start Date Salary
Analyst, Financial Risk Reporting AXA Equitable Life Insurance Company Jersey City, NJ May 16, 2016 $153,550
Financial Reporting Analyst Graham Capital Management L.P. CT Mar 18, 2016 $122,500
SR. Financial Reporting Analyst Bank of The West San Ramon, CA Jan 10, 2016 $120,483
SR. Financial Reporting Analyst Bank of The West San Ramon, CA Sep 02, 2016 $115,966
SR. Financial Reporting Analyst Bank of The West San Ramon, CA Sep 29, 2014 $115,000
Financial Reporting Analyst Graham Capital Management, L.P. CT Nov 17, 2015 $114,000
Financial Reporting Analyst/System Administrator Sabic Innovative Plastics Us LLC Pittsfield, MA Dec 10, 2011 $113,700
Financial Reporting Lead Analyst Citibank, N.A Islandia, NY Sep 18, 2015 $112,840
Financial Reporting Analyst Graham Capital Management L.P. CT Mar 18, 2013 $110,000
Financial Reporting Analyst Rabobank International New York, NY Apr 24, 2015 $110,000
Financial Reporting Lead Analyst Citigroup Management Corp. New York, NY Dec 12, 2014 $108,300
Financial Reporting Lead Analyst Citigroup Management Corp. New York, NY Nov 03, 2014 $108,300
Financial Reporting Lead Analyst Citibank, N.A. Islandia, NY Jan 07, 2016 $104,100
Financial Reporting Analyst Manager Microsoft Corporation Redmond, WA Jul 19, 2013 $100,000
Financial Reporting and Educational Budget Analyst Coral Academy of Science Las Vegas Henderson, NV Dec 20, 2016 $87,235
Alac Sales Finance Reporting Analyst Apple Inc. Coral Gables, FL Sep 23, 2015 $85,000 -
$105,000
Senior Accounting Systems and Financial Reporting Analyst Sands Capital Management, LLC Arlington, VA Jul 15, 2016 $85,000 -
$105,000
Financial Reporting Analyst Tristate Realty Capital LLC Hempstead, NY Jan 02, 2016 $85,000
Financial Reporting Analyst Citibank, N.A. New York, NY Apr 04, 2011 $85,000
Financial Reporting Analyst, Officer Banco Santander International Miami, FL Jan 09, 2016 $84,594 -
$98,800
Finance Standard Reporting Analyst Rockwell Automation, Inc. Milwaukee, WI Dec 17, 2015 $84,378
Financial Reporting Analyst/Auditor Tristate Realty Capital LLC Hempstead, NY Aug 12, 2015 $84,053
Financial Reporting Lead Analyst Citigroup Technology, Inc. Tampa, FL Nov 19, 2012 $75,000
Financial Reporting Analyst Vanguard Natural Resources, LLC Houston, TX Oct 15, 2012 $75,000
Financial Reporting Analyst Evonik Corporation Parsippany-Troy Hills, NJ Sep 04, 2015 $74,957
Financial Reporting Senior AES Na Central LLC The Woodlands, TX Sep 14, 2013 $74,298 -
$110,900
Senior Financial Reporting Analyst Olympus Corporation of The Americas Center, PA Jan 21, 2013 $73,694 -
$80,856
Financial and Reporting Analyst Cyient, Inc. Rossville, IL Jan 10, 2015 $73,258
Financial Reporting Analyst Basic Energy Services, LP Fort Worth, TX Oct 19, 2015 $72,850
Fund Financial Reporting Analyst Harbor Capital Advisors, Inc. Chicago, IL Oct 01, 2013 $72,500

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Top Skills for A Finance And Reporting Analyst

MonthlyFinancialStatementsEnsureComplianceExternalAuditorsGeneralLedgerAccountsFinancialReportsBalanceSheetAccountsUSGaapIncomeStatementJournalEntriesRegulatoryReportsFinancialDataVarianceAnalysisPAssetsBusinessUnitsPortfolioSOXFinancialAnalysisSQLServerParentCompany

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Top Finance And Reporting Analyst Skills

  1. Monthly Financial Statements
  2. Ensure Compliance
  3. External Auditors
You can check out examples of real life uses of top skills on resumes here:
  • Developed monthly financial statements and reports to be utilized by the School of Medicine and Institutional Support management.
  • Analyzed financial data submitted by US branches of foreign banks to ensure compliance with Federal Reserve regulations.
  • Responded to inquiries and acted as a key contact between external auditors, investment accounting and operation groups.
  • Reconciled transactions to various general ledger accounts and maintained support for outstanding or irreconcilable discrepancies.
  • Produced financial reports and slide presentations for Board of Directors.

Top Finance And Reporting Analyst Employers