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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

  • $81,000

    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 Career Paths

Lead Finance Analyst
Finance Manager Controller
Regional Controller
10 Yearsyrs
Finance Manager Manager Finance Planning And Analysis Controller
Director Of Accounting & Finance
11 Yearsyrs
Finance Manager Senior Manager Controller
Group Controller
11 Yearsyrs
Manager Finance Planning And Analysis
Division Controller
9 Yearsyrs
Manager Finance Planning And Analysis General Manager Business Manager
Business Manager-Finance Manager
8 Yearsyrs
Manager Office Manager Accounting Manager
Plant Controller
10 Yearsyrs
Manager Business Manager Business Operations Manager
Senior Manager Of Business Operations
10 Yearsyrs
Manager Office Manager Assistant Controller
Unit Controller
9 Yearsyrs
Finance Director
Strategic Planning Director
9 Yearsyrs
Senior Finance Manager Corporate Controller
Corporate Accounting Manager
8 Yearsyrs
Senior Finance Manager Corporate Controller Corporate Accounting Manager
Reporting Manager
8 Yearsyrs
Project Manager Senior Account Manager Assistant Controller
Finance Planning Manager
8 Yearsyrs
Accounting Manager
Senior Accounting Manager
10 Yearsyrs
Accounting Manager Manager, Accounting Operations
Cost Accounting Manager
7 Yearsyrs
Project Manager Senior Manager Corporate Controller
Regional Finance Manager
9 Yearsyrs
Finance Planning Manager
Manager-Strategic Planning
7 Yearsyrs
Manager, Finance Analysis Accounting Supervisor Credit Manager
Treasury Manager
9 Yearsyrs
Manager, Finance Analysis Accounting Supervisor Cost Accounting Manager
Budget Manager
6 Yearsyrs
Assistant Controller Finance Controller Finance Project Manager
Manager-Finance Systems
8 Yearsyrs
Manager, Finance Analysis
8 Yearsyrs
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Do you work as a Lead Finance Analyst?

Help others decide if this is a good career for them

Average Length of Employment
Finance Manager 3.7 years
Finance Leader 3.1 years
Finance Analyst 2.8 years
Top Careers Before Lead Finance Analyst
Accountant 7.0%
Internship 3.0%
Analyst 2.8%
Controller 2.1%
Manager 2.0%
Consultant 1.9%
Top Careers After Lead Finance Analyst
Manager 4.1%
Consultant 2.9%
Controller 2.1%

Do you work as a Lead Finance Analyst?

Average Yearly Salary
$81,000
View Detailed Salary Report
$51,000
Min 10%
$81,000
Median 50%
$81,000
Median 50%
$81,000
Median 50%
$81,000
Median 50%
$81,000
Median 50%
$81,000
Median 50%
$81,000
Median 50%
$128,000
Max 90%
Best Paying Company
Cheniere Energy
Highest Paying City
Foster City, CA
Highest Paying State
Utah
Avg Experience Level
3.3 years
How much does a Lead Finance Analyst make at top companies?
The national average salary for a Lead Finance Analyst in the United States is $81,289 per year or $39 per hour. Those in the bottom 10 percent make under $51,000 a year, and the top 10 percent make over $128,000.

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 Jan 04, 2014 $140,000
Lead Financial Analyst Cheniere Energy, Inc. Houston, TX Feb 02, 2015 $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
SAP Finance and Controlling Lead Analyst C H Guenther & Son Inc. San Antonio, TX Mar 02, 2015 $94,702 -
$125,000
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 Liberty Mutual Group Inc. Boston, MA Sep 08, 2015 $92,726
Lead Analyst, Financial Planning & Analysis EFH Corporate Services Company Dallas, TX Dec 14, 2015 $92,700 -
$112,700
Lead Distribution and Financial Analyst C&C North America, Inc. Sugar Land, TX Apr 25, 2016 $92,206
Lead Financial Analyst Directv Latin America LLC Dallas, TX Oct 06, 2016 $92,092
Lead Financial Analyst Thomson & Thomson Quincy, MA Dec 15, 2010 $82,389 -
$90,450
Lead Financial Analyst Johnson Controls, Inc. Milwaukee, WI Oct 25, 2014 $80,300 -
$134,100
Lead Analyst, Financial Planning & Analysis Energy Future Holdings Corporate Services Company Dallas, TX Mar 27, 2015 $80,000 -
$95,000
Finance Analyst Leader Commercial Roofing & Waterproofing Hawaii, Inc. Urban Honolulu, HI Sep 16, 2014 $80,000 -
$105,000
Lead Analyst, Financial Planning & Analysis EFH Corporate Services Company Dallas, TX Dec 14, 2013 $80,000 -
$95,000
Lead Analyst-Financial Planning & Analysis GE Capital Corporation Scottsdale, AZ Jan 02, 2013 $80,000 -
$90,000

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Top Skills for A Lead Finance Analyst

  1. Financial Statements
  2. Variance Analysis
  3. Business Units
You can check out examples of real life uses of top skills on resumes here:
  • Conducted analysis of monthly financial statements and revenue and profit analysis for preparation of monthly, quarterly and annual financial presentations.
  • Prepared extensive monthly expense reporting packages, including detailed variance analysis summaries, and presented them to Senior Management.
  • Devised a comprehensive cost of capital analysis for CenterPoint's business units and presented results to the Executive Committee and CEO.
  • Coordinated with external auditors during quarterly audits.
  • Performed analysis of financial information by reviewing incentive compensation reports, general ledger accounts, and completing journal entries.

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Top 10 Best States for Lead Finance Analysts

  1. Connecticut
  2. California
  3. New Jersey
  4. Minnesota
  5. Massachusetts
  6. Virginia
  7. Colorado
  8. Texas
  9. District of Columbia
  10. New York
  • (353 jobs)
  • (3,652 jobs)
  • (705 jobs)
  • (570 jobs)
  • (922 jobs)
  • (1,177 jobs)
  • (486 jobs)
  • (1,706 jobs)
  • (362 jobs)
  • (1,577 jobs)

Lead Finance Analyst Demographics

Gender

Male

50.8%

Female

39.4%

Unknown

9.8%
Ethnicity

White

56.2%

Hispanic or Latino

14.8%

Asian

13.6%

Black or African American

11.9%

Unknown

3.5%
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Foreign Languages Spoken

Spanish

26.1%

Mandarin

11.6%

German

10.1%

Chinese

8.7%

French

5.8%

Russian

5.8%

Korean

4.3%

Cantonese

4.3%

Vietnamese

2.9%

Italian

2.9%

Portuguese

2.9%

Hakka

2.9%

Swedish

1.4%

Marathi

1.4%

Hindi

1.4%

Danish

1.4%

Indonesian

1.4%

Norwegian

1.4%

Uzbek

1.4%

Greek

1.4%
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Lead Finance Analyst Education

Schools

University of Phoenix

19.8%

New York University

5.9%

George Washington University

5.9%

University of Maryland - University College

5.9%

DePaul University

5.9%

Regis University

5.1%

University of Texas at Austin

5.1%

Webster University

4.6%

George Mason University

4.6%

University of Texas at Dallas

4.2%

Strayer University

4.2%

University of Central Florida

3.8%

Georgia State University

3.4%

Texas A&M University

3.4%

Howard University

3.4%

Robert Morris University

3.0%

University of Maryland - College Park

3.0%

University of Houston

3.0%

Purdue University

3.0%

University of Georgia

3.0%
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Majors

Business

33.0%

Finance

26.2%

Accounting

22.1%

Management

4.3%

Marketing

1.8%

Economics

1.6%

Project Management

1.5%

International Business

1.1%

Computer Information Systems

1.1%

Information Technology

1.1%

Management Information Systems

0.9%

Mathematics

0.8%

Political Science

0.7%

Computer Science

0.7%

General Education, Specific Areas

0.6%

Management Science

0.5%

Human Resources Management

0.5%

Communication

0.5%

Criminal Justice

0.5%

Health Care Administration

0.5%
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Degrees

Masters

48.2%

Bachelors

40.5%

Other

5.9%

Associate

2.4%

Certificate

1.9%

Doctorate

0.9%

Diploma

0.2%

License

0.1%
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