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Become A Finance Systems Analyst

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Working As A Finance Systems Analyst

  • Interacting With Computers
  • Making Decisions and Solving Problems
  • Processing Information
  • Getting Information
  • Evaluating Information to Determine Compliance with Standards
  • Mostly Sitting

  • Repetitive

  • $101,780

    Average Salary

What Does A Finance Systems 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 Systems 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 Systems Analyst jobs

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Finance Systems Analyst Career Paths

Finance Systems Analyst
Systems Analyst Information Technology Manager Director Of Information
Chief Information Officer
11 Yearsyrs
Senior Analyst Research Manager Marketing Analyst
Customer Relationship Management Manager
8 Yearsyrs
Senior Analyst Business Analyst/Project Manager Business Systems Manager
Director Of Business Systems
12 Yearsyrs
Finance Manager General Manager Senior Manager
Director Of Enterprise Architecture
14 Yearsyrs
Senior Business Analyst Senior Consultant Senior Manager
Director Of Information
10 Yearsyrs
Senior Finance Analyst Accounting Manager
Finance Manager
7 Yearsyrs
Senior Finance Analyst Finance Manager Sales Manager
General Manager
7 Yearsyrs
Systems Analyst Systems Administrator Information Technology Manager
Information Technology Director
10 Yearsyrs
Senior Business Analyst Project Manager Construction Manager
Operations Manager
7 Yearsyrs
Accounting Manager Accountant-Contractor Senior Accountant
Reporting Manager
8 Yearsyrs
Project Manager Senior Manager Director Of Information
Senior Director Of Information & Technology
13 Yearsyrs
Accounting Manager Finance Manager
Senior Finance Manager
11 Yearsyrs
Senior Consultant Information Technology Manager
Senior Information Technology Manager
10 Yearsyrs
Business Analyst Senior Consultant
Senior Manager
10 Yearsyrs
Business Analyst Project Manager
Senior Project Manager
12 Yearsyrs
Finance Manager Senior Manager Director Of Information
Vice President Information Systems
10 Yearsyrs
Project Manager Information Technology Project Manager Director Of Information
Vice President Of Information Technology
12 Yearsyrs
Senior Consultant Program Manager Technical Director
Vice President, Technology
11 Yearsyrs
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Finance Systems Analyst Demographics

Gender

  • Male

    54.2%
  • Female

    43.5%
  • Unknown

    2.3%

Ethnicity

  • White

    74.9%
  • Asian

    12.4%
  • Hispanic or Latino

    8.7%
  • Unknown

    2.7%
  • Black or African American

    1.2%
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Languages Spoken

  • Spanish

    40.0%
  • Chinese

    10.0%
  • French

    6.0%
  • German

    4.0%
  • Cantonese

    4.0%
  • Japanese

    4.0%
  • Mandarin

    4.0%
  • Urdu

    4.0%
  • Swedish

    2.0%
  • Danish

    2.0%
  • Portuguese

    2.0%
  • Norwegian

    2.0%
  • Bosnian

    2.0%
  • Shanghaiese

    2.0%
  • Russian

    2.0%
  • Dari

    2.0%
  • Hindi

    2.0%
  • Thai

    2.0%
  • Navajo

    2.0%
  • Arabic

    2.0%
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Finance Systems Analyst

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Finance Systems Analyst Education

Finance Systems Analyst

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Real Finance Systems Analyst Salaries

Job Title Company Location Start Date Salary
SR. Financial Systems Analyst Adecco USA, Inc. Santa Clara, CA Jul 13, 2015 $240,005 -
$281,745
Financial Systems Business Analyst Celerity It, LLC New York, NY Apr 06, 2015 $136,500
Equities Financing Systems Analyst Barclays Capital Inc. New York, NY Sep 28, 2016 $136,500
Financial Systems Analyst Granite Solutions Groupe Inc. San Francisco, CA Feb 02, 2015 $135,655 -
$208,700
Financial Systems Analyst Granite Solutions Groupe Inc. San Francisco, CA Feb 18, 2016 $135,655 -
$208,700
Senior Financial Systems Analyst Palo Alto Networks, Inc. Santa Clara, CA Dec 28, 2015 $135,000
SR. Finance Systems Analyst Pandora Media, Inc. Oakland, CA Nov 21, 2016 $132,000
Senior Financial Systems Analyst Adobe Systems Incorporated San Jose, CA Nov 01, 2016 $130,000
Financial Systems Business Analyst Silver Spring Networks, Inc. Redwood City, CA Aug 03, 2015 $130,000
Senior Financial Systems Analyst Adobe Systems Incorporated San Jose, CA Oct 01, 2015 $130,000
SR. Financial Systems Analyst Visa USA Foster City, CA Jul 09, 2016 $130,000 -
$150,000
Senior Oracle Financial Systems Analyst Lendingclub Corporation San Francisco, CA Mar 09, 2015 $130,000
SR. Financial Systems Analyst Invensense, Inc. San Jose, CA Sep 05, 2016 $127,900 -
$135,000
Financial Systems Analyst Ringcentral, Inc. Belmont, CA Nov 30, 2016 $125,000
Senior Financial Systems Analyst Live Nation Worldwide, Inc. Los Angeles, CA May 01, 2015 $107,328 -
$130,000
Financial Systems Analyst Visa U.S.A. Inc. Foster City, CA Jul 27, 2015 $106,145
Financial Systems Business Analyst Chicago Transit Authority Chicago, IL Jul 27, 2016 $105,000 -
$115,000
Financial Systems Senior Analyst Experian Services Corp Costa Mesa, CA Jun 29, 2016 $104,520 -
$115,000
SR. Financial Systems Analyst Visa U.S.A. Inc. Foster City, CA Jan 19, 2015 $103,730 -
$131,430
Financial Systems Analyst Vedic Consulting Inc. Princeton, NJ Aug 26, 2015 $103,300
Financial Systems Analyst Larsen & Toubro Infotech Limited Paulsboro, NJ Sep 21, 2015 $85,812
Analyst, Financial Systems Staples, Inc. Framingham, MA Dec 09, 2016 $85,311
Financial Systems Analyst NRG Energy, Inc. Princeton, NJ Jan 19, 2015 $85,000
Financial Systems Analyst III Rackspace Us, Inc. San Antonio, TX Sep 19, 2016 $85,000
Financial Systems Analyst Dropbox, Inc. San Francisco, CA Aug 26, 2016 $85,000
SR. Financial Systems Analyst Medtronic, Inc. Mounds View, MN Mar 10, 2016 $83,000 -
$90,000
Financial BUS. Systems Analyst (Computer Systems Analyst) Safeway Inc. Phoenix, AZ Jan 09, 2016 $82,400
Financial Systems Analyst Sheralven Enterprises Ltd. NY Feb 10, 2016 $82,000

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Top Skills for A Finance Systems Analyst

FinancialSystemsGeneralLedgerAccessDatabasesPl/SqlAssetsPeoplesoftBusinessProcessAuditPayrollERPBusinessRequirementsFinancialDataFinancialReportsBusinessUnitsEssbaseFinancialStatementsManagementSystemSQLServerUATProjectManagement

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Top Finance Systems Analyst Skills

  1. Financial Systems
  2. General Ledger
  3. Access Databases
You can check out examples of real life uses of top skills on resumes here:
  • Served as project implementation leader for multiple, complex financial systems applications.
  • Performed standard general ledger account reconciliations and analysis as needed.
  • Imported data into Excel and worked with users support Access databases.
  • Perform software development using PeopleTools 8.49 - 8.54, Java, PL/SQL as per user requirements.
  • Specialize in the General Accounting, Accounts Payable, Accounts Receivable, and Fixed Assets modules.

Top Finance Systems Analyst Employers