Job Summary

The Financial Analyst is responsible for providing data-driven insights and recommendations to support decision-making processes across various departments. This role involves analyzing financial statements, conducting market research, and utilizing technical and fundamental analysis to evaluate the performance and risk of investments. The Financial Analyst works closely with senior management, providing key financial analyses that guide budgeting, forecasting, and investment strategies. They should have strong analytical skills, attention to detail, and a solid understanding of finance and accounting principles.

Financial Modeling & Analysis

• Develop and maintain complex financial models to project company performance, investment returns, and scenario analysis.
• Analyze financial statements, including balance sheets, income statements, and cash flow statements, to assess financial health and performance.
• Prepare monthly, quarterly, and annual forecasts, including income, cash flow, and balance sheet forecasts.

Budgeting & Forecasting

• Collaborate with department heads to create and manage annual budgets, ensuring alignment with strategic goals and financial objectives.
• Monitor budget variances and assist in formulating plans to address any discrepancies.

Market Research & Technical Analysis

• Conduct in-depth market research to track trends, potential investments, and competitive performance.
• Use technical analysis and charting tools to assess asset price movements, volume, and other market indicators.
• Generate reports and provide insights into market conditions, economic developments, and industry performance.

Risk Assessment & Management

• Analyze financial risk factors and present recommendations to mitigate potential risks.
• Support the development of strategies for managing financial risk, including credit, interest rate, and market risks.
• Provide inputs to risk management initiatives, ensuring compliance with company policies and regulatory requirements.

Investment Analysis

• Evaluate potential investments by analyzing their financial performance, growth prospects, and industry position.
• Prepare investment memoranda, pitch decks, and other reports for executive leadership.
• Support portfolio managers and senior analysts with real-time analysis of stock price movements, earnings, and economic data.

Reporting & Presentations

• Prepare detailed reports and presentations for senior management, board members, and investors, summarizing financial findings and recommendations.
• Regularly communicate financial insights through reports, dashboards, and executive summaries.
• Participate in monthly, quarterly, and annual financial review meetings to provide insights into performance and recommend corrective actions as needed.

Technical Skills

• Proficiency in financial modeling, forecasting, and budgeting.
• Strong knowledge of Microsoft Excel, including pivot tables, complex formulas, and data visualization.
• Experience with financial software (Bloomberg, Capital IQ, Thomson Reuters) and technical analysis tools (TradingView, MetaTrader).
• Familiarity with SQL, R, or Python is a plus.

Analytical & Problem-Solving Skills

• Excellent analytical abilities with a strong attention to detail.
• Ability to synthesize complex information, identify trends, and provide actionable recommendations.