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Become A Lead Finance Analyst

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Working As A Lead Finance Analyst

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

  • Mostly Sitting

  • Repetitive

  • $89,320

    Average Salary

What Does A Lead Finance 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 Lead Finance 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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Lead Finance Analyst jobs

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Lead Finance Analyst Career Paths

Lead Finance Analyst
Senior Finance Manager Finance Director Corporate Controller
Controller/Director Of Finance
11 Yearsyrs
Finance Manager Controller
Corporate Controller
12 Yearsyrs
Senior Finance Manager Corporate Controller
Director Of Accounting & Finance
11 Yearsyrs
Finance Director Human Resources Coordinator Controller
Director Of Operations And Finance
11 Yearsyrs
Manager Office Manager Accounting Manager
Division Controller
9 Yearsyrs
Finance Manager Business Manager Controller
Finance Controller
9 Yearsyrs
Senior Consultant Chief Operating Officer Finance Consultant
Finance Leader
8 Yearsyrs
Accounting Manager Operations Manager Sales Consultant
Finance Manager
7 Yearsyrs
Manager Specialist Finance Analyst
Finance Planning Manager
8 Yearsyrs
Senior Manager Marketing Director Finance Advisor
Finance Vice President
9 Yearsyrs
Finance Planning Manager Senior Manager Controller
Group Controller
11 Yearsyrs
Manager Finance Planning And Analysis Senior Manager Controller
Interim Controller
15 Yearsyrs
Senior Manager Internal Auditor Finance Analyst
Manager Finance Planning And Analysis
8 Yearsyrs
Chief Finance Officer Project Coordinator Finance Analyst
Manager, Finance Analysis
8 Yearsyrs
Chief Finance Officer Accounting Consultant Accounting Manager
Manager/Finance Accounting
8 Yearsyrs
Senior Consultant Senior Specialist Accountant
Plant Controller
10 Yearsyrs
Manager Finance Planning And Analysis Controller
Regional Controller
10 Yearsyrs
Finance Director Accounting Consultant Accounting Manager
Senior Accounting Manager
10 Yearsyrs
Finance Planning Manager Finance Manager Finance Director
Senior Director Of Finance
14 Yearsyrs
Accounting Manager Finance Manager
Senior Finance Manager
11 Yearsyrs
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Lead Finance Analyst Demographics

Gender

  • Male

    57.5%
  • Female

    38.7%
  • Unknown

    3.8%

Ethnicity

  • White

    72.2%
  • Asian

    13.2%
  • Hispanic or Latino

    11.4%
  • Unknown

    1.8%
  • Black or African American

    1.4%
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Languages Spoken

  • Spanish

    23.5%
  • German

    11.8%
  • Chinese

    9.8%
  • French

    9.8%
  • Mandarin

    9.8%
  • Russian

    5.9%
  • Cantonese

    3.9%
  • Korean

    3.9%
  • Italian

    3.9%
  • Swedish

    2.0%
  • Portuguese

    2.0%
  • Norwegian

    2.0%
  • Marathi

    2.0%
  • Greek

    2.0%
  • Hindi

    2.0%
  • Hebrew

    2.0%
  • Danish

    2.0%
  • Arabic

    2.0%
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Lead Finance Analyst

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Lead Finance Analyst Education

Lead Finance Analyst

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Real Lead Finance Analyst Salaries

Job Title Company Location Start Date Salary
Lead Financial Analyst Intuit Inc. Reno, NV Apr 01, 2014 $147,900
Lead Financial Analyst Intuit Inc. Mountain View, CA Mar 15, 2013 $145,000
Lead Financial Analyst Cheniere Energy, Inc. Houston, TX Feb 02, 2015 $140,000
Lead Financial Analyst Cheniere Energy, Inc. Houston, TX Jan 04, 2014 $140,000
Lead Financial Analyst Intuit Mountain View, CA Jul 09, 2016 $138,000
Lead Baan Financial Analyst Providence Consulting Group, Ltd. Delaware, OH Jun 20, 2016 $135,000
Lead Baan Financial Analyst Business & Decision North America (Pa), Inc. Wayne, PA Sep 23, 2015 $135,000
Lead Baan Financial Analyst Business & Decision North America (Pa), Inc. Rolling Meadows, IL Sep 23, 2015 $135,000
Lead Financial Analyst Intuit Inc. Mountain View, CA Mar 16, 2015 $133,661 -
$138,000
Lead Financial Analyst Intuit Inc. Mountain View, CA May 04, 2015 $124,176 -
$142,000
Lead Financial Analyst: Gross Margin Support Avon Products, Inc. New York, NY May 29, 2015 $122,845
Lead Financial Analyst Sparta Systems, Inc. Hamilton, NJ Jan 08, 2016 $105,000
Lead Financial Analyst at&T Services Inc. Bedminster, NJ Apr 14, 2010 $104,177
Lead Financial Analyst Vmware, Inc. Palo Alto, CA Sep 14, 2015 $97,102
Solman Team Lead/Sap Financial Analyst Southern Wine & Spirits of America, Inc. Miramar, FL Feb 04, 2015 $96,117
Lead Financial Analyst Continental Automotive Systems, Inc. Deer Park, IL Feb 08, 2016 $95,130 -
$103,655
Lead Financial Analyst IBM Corporation Armonk, NY May 08, 2016 $94,640 -
$98,916
Lead Financial Analyst Liberty Mutual Group, Inc. Boston, MA Dec 05, 2014 $94,037 -
$112,500
Lead Analyst, Financial Reporting Reval.Com New York, NY Dec 01, 2016 $93,475
Lead Financial Analyst E*Trade Financial Corporation New York, NY Dec 21, 2009 $85,842 -
$97,600
Lead Financial Provider Optimization Analyst Catalyst RX Rockville, MD Jan 02, 2013 $85,000 -
$95,000
Lead Financial Provider Optimization Analyst Catamaran Inc. Rockville, MD Jan 02, 2013 $85,000 -
$95,000
Lead Financial Analyst at&T Services, Inc. San Antonio, TX Oct 01, 2009 $84,812
Lead Analyst, Financial Reporting Reval.Com, Inc. New York, NY Feb 01, 2015 $84,500
Lead Finance Analyst BMC Software, Inc. Houston, TX Oct 09, 2016 $82,857 -
$131,500
Lead Financial Analyst Thomson & Thomson Quincy, MA Dec 15, 2010 $82,389 -
$90,450

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Top Skills for A Lead Finance Analyst

FinancialAnalysisEnsureComplianceMonthlyVarianceAnalysisAssetsBusinessUnitPAnnualBudgetFinancialPerformanceGeneralLedgerFinancialModelsSOXProcessImprovementFinancialDataBalanceSheetJournalEntriesFinancialStatementsTFinancialAnalystsSpecialProjectsSarbanes-Oxley

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Top Lead Finance Analyst Skills

  1. Financial Analysis
  2. Ensure Compliance
  3. Monthly Variance Analysis
You can check out examples of real life uses of top skills on resumes here:
  • Communicated directly with the CEO and CFO for any financial analysis that they needed.
  • Audited vendor contract information to ensure compliance for state and federal regulations.
  • Prepared monthly variance analysis and ad hoc reporting.
  • Processed Fixed Assets accounting transactions.
  • Identified/monitored key business metrics related to the performance of the business unit.

Top Lead Finance Analyst Employers

Lead Finance Analyst Videos

Where will the CFA Program take you? New York edition

A Day in the Life of Wilbur Ross""

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