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Become A Senior Finance Analyst

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Working As A Senior 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

  • $76,146

    Average Salary

What Does A Senior 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 Senior 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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Senior Finance Analyst jobs

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Senior Finance Analyst Career Paths

Average Length of Employment
Plant Controller 4.6 years
Finance Director 3.9 years
Finance Controller 3.8 years
Staff Analyst 3.8 years
Senior Accountant 3.8 years
Finance Manager 3.7 years
Group Controller 3.7 years
Unit Controller 3.5 years
Finance Supervisor 3.5 years
Principal Analyst 3.3 years
Senior Analyst 3.3 years
Fiscal Analyst 3.2 years
Reporting Manager 3.1 years
Finance Leader 3.1 years
Finance Executive 3.1 years
Account Analyst 2.8 years
Finance Analyst 2.8 years
Accounting Analyst 2.8 years
Finance Auditor 2.8 years
Finance Consultant 2.7 years
Asset Analyst 2.7 years
Treasury Analyst 2.7 years
Revenue Analyst 2.6 years
Finance Associate 2.3 years
Strategic Analyst 2.2 years
Top Employers Before
Accountant 7.2%
Controller 3.4%
Analyst 2.7%
Consultant 1.9%
Internship 1.8%
Manager 1.6%
Top Employers After
Controller 6.8%
Consultant 4.6%
Manager 3.8%
Accountant 2.1%

Senior Finance Analyst Demographics

Gender

Male

59.4%

Female

37.6%

Unknown

3.0%
Ethnicity

White

73.0%

Asian

13.6%

Hispanic or Latino

9.6%

Unknown

2.4%

Black or African American

1.4%
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Languages Spoken

Spanish

35.3%

French

11.4%

Chinese

9.4%

Mandarin

8.7%

German

6.7%

Portuguese

5.2%

Russian

4.1%

Cantonese

3.5%

Italian

2.9%

Hindi

1.9%

Korean

1.8%

Arabic

1.8%

Japanese

1.7%

Polish

1.2%

Gujarati

1.0%

Urdu

0.9%

Vietnamese

0.7%

Turkish

0.7%

Greek

0.6%

Norwegian

0.4%
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Senior Finance Analyst Education

Schools

University of Phoenix

15.0%

DePaul University

7.5%

New York University

6.4%

Northeastern University

5.7%

University of Southern California

5.4%

George Washington University

4.6%

Arizona State University

4.5%

Georgia State University

4.5%

University of Texas at Austin

4.4%

University of Chicago

4.4%

George Mason University

4.3%

University of Houston

4.1%

University of Connecticut

4.0%

Drexel University

4.0%

Pace University - New York

3.8%

Strayer University

3.6%

University of Notre Dame

3.6%

Fordham University

3.5%

Michigan State University

3.4%

Pennsylvania State University

3.4%
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Majors

Business

31.3%

Finance

28.2%

Accounting

25.3%

Management

3.5%

Economics

2.9%

Marketing

1.5%

International Business

0.8%

Project Management

0.7%

Business Economics

0.7%

Computer Information Systems

0.6%

Management Information Systems

0.6%

Political Science

0.5%

Mathematics

0.5%

Real Estate

0.4%

Management Science

0.4%

Law

0.4%

Computer Science

0.4%

Information Technology

0.4%

Education

0.4%

Health Care Administration

0.4%
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Degrees

Masters

53.3%

Bachelors

37.9%

Other

4.8%

Certificate

1.9%

Associate

1.0%

Doctorate

0.9%

Diploma

0.2%

License

0.1%
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Job type you want
Full Time
Part Time
Internship
Temporary

Real Senior Finance Analyst Salaries

Job Title Company Location Start Date Salary
Vice President-Senior Quantitative Financial Analyst Bank of America N.A. New York, NY Oct 28, 2016 $190,000 -
$210,000
Vice President; SR Quantitative Finance Analyst Bank of America New York, NY Oct 14, 2016 $185,000
Director, Senior Quantitative Finance Analyst Bank of America N.A. New York, NY Aug 09, 2016 $180,000 -
$200,000
Senior Financial Analyst Devere USA, Inc. New York, NY Jul 19, 2016 $178,240
Senior Financial Analyst Lendingclub Corporation San Francisco, CA Sep 08, 2016 $178,069
Vice President; SR Quantitative Finance Analyst Bank of America N.A. New York, NY Aug 15, 2016 $175,000 -
$195,000
VP; SR. Quantitative Finance Analyst Bank of America N.A. Charlotte, NC Jul 27, 2015 $175,000 -
$195,000
Vice President; SR Quantitative Finance Analyst Bank of America N.A. New York, NY May 11, 2015 $175,000 -
$195,000
VP; SR. Quantitative Finance Analyst Bank of America N.A. New York, NY Apr 27, 2015 $175,000 -
$195,000
Vice President; Senior Quantitative Financial Analyst Bank of America N.A. New York, NY Jun 27, 2016 $175,000 -
$195,000
Senior Financial Analyst Project Finance Advisory Limited San Francisco, CA Oct 30, 2015 $175,000
Senior Financial Analyst Devere USA, Inc. New York, NY Dec 24, 2015 $173,850
Vice President; SR Quantitative Finance Analyst Bank of America N.A. New York, NY Aug 23, 2016 $165,000 -
$185,000
Vice President; Senior Quantitative Finance Analyst Bank of America N.A. New York, NY Aug 22, 2016 $165,000 -
$185,000
Senior Financial Analyst Zones, Inc. Auburn, WA Dec 31, 2016 $103,397
Senior Financial Analyst Intuit Inc. Los Angeles, CA Feb 23, 2015 $103,334 -
$107,000
SR. Financial Analyst NSD International, Inc. Elmsford, NY Mar 21, 2016 $103,200
Senior Financial Analyst Hewlett-Packard Company Sunnyvale, CA Sep 25, 2015 $102,814 -
$154,351
Senior Financial Analyst McAfee, Inc. Santa Clara, CA Jun 29, 2015 $102,814 -
$122,814
Senior Financial Analyst Downey Regional Medical Center Hospital, Inc. Downey, CA Feb 26, 2016 $102,326
Senior Analyst, Financial Consolidations FCA Us LLC Auburn Hills, MI Aug 29, 2016 $102,000
SR. Finance Analyst BMC Software, Inc. Houston, TX Jul 21, 2016 $89,900 -
$112,500
Senior Financial Analyst-Treasury Mead Johnson and Company, LLC Glenview, IL Jan 09, 2016 $89,669 -
$100,000
Senior Financial Analyst Philips Electronics North America Corporation Andover, MA Feb 19, 2016 $89,000
SR. Analyst-Corp. Development & Financial Analysis Ball Corporation Broomfield, CO Oct 14, 2016 $89,000
Senior Financial Analyst Charter Communications Stamford, CT Apr 06, 2015 $88,900
Senior Financial Analyst Hewlett-Packard Company Houston, TX Aug 18, 2015 $88,897 -
$112,000
Senior Financial Analyst Pinterest, Inc. San Francisco, CA Aug 02, 2016 $88,500 -
$128,300
Senior Financial Analyst IBM Corporation Somers, NY Sep 09, 2015 $88,463 -
$166,001

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Top Skills for A Senior Finance Analyst

FinancialAnalysisA/PBusinessUnitAssetExternalAuditorsMonthlyFinancialStatementsBalanceSheetAccountsJournalEntriesGeneralLedgerFinancialModelsFinancialPerformanceIncomeStatementProcessImprovementFinancialDataFinancialResultsGaapAccountReconciliationsLossSOXSpecialProjects

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Top Senior Finance Analyst Skills

  1. Financial Analysis
  2. A/P
  3. Business Unit
You can check out examples of real life uses of top skills on resumes here:
  • Developed and evaluated performance metrics, analyzed variances, and directed all financial analysis and forecasting activities for Corporate.
  • Supervised A/P employees and General Accountant; prepared annual budgets, monthly & quarterly forecasts.
  • Created sales account management team performance objectives in collaboration with supported business units and sales leadership.
  • Collaborated with accounting department to enforce capitalization and fixed asset policies.
  • Provided support to external auditors including audit in Latin America.

Top Senior Finance Analyst Employers

Senior Finance Analyst Videos

Career Advice on becoming a Management Accountant by Matthew R (Full Version)

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