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Finance job descriptions

Business Analyst Job Description

The Business Analyst in the finance category plays a crucial role in interpreting data to help drive strategic financial decisions. This position aims to optimize financial operations and provide actionable insights to improve business performance.
Alexandra
Linkedin
4/9/25

Business Analyst Job Overview

Similar Job Titles

🔹Business Analyst
🔹 Financial Analyst
🔹 Data Analyst

Main Missions

The Business Analyst in the finance category plays a crucial role in interpreting data to help drive strategic financial decisions. This position aims to optimize financial operations and provide actionable insights to improve business performance.

Key Responsabilities

✔ Conduct detailed financial analysis and create reports.
✔ Collaborate with finance and operations teams to gather requirements.
✔ Identify trends and patterns in financial data.
✔ Develop financial models and forecasts.
✔ Support decision-making processes with data-driven insights.
✔ Ensure data integrity and accuracy.
✔ Participate in strategic planning and budgeting.
✔ Present findings to senior management.

Tools

  • Microsoft Excel: Data analysis and financial modeling. Alternatives: Google Sheets, Apple Numbers.
  • Tableau: Data visualization and reporting. Alternatives: Power BI, Looker.
  • SQL: Database querying and management. Alternatives: MySQL, PostgreSQL.
  • SAP: Enterprise resource planning. Alternatives: Oracle, Microsoft Dynamics.

Skills

  • Analytical thinking
  • Financial modeling
  • Data visualization
  • Problem-solving
  • Communication
  • Attention to detail

Key vocabulary

  • KPI: Key Performance Indicator, a measurable value that demonstrates how effectively a company is achieving key business objectives.
  • ROI: Return on Investment, a performance measure used to evaluate the efficiency of an investment.
  • Variance Analysis: The process of analyzing the difference between planned and actual figures.
  • Forecasting: The process of making predictions based on past and present data.
  • Budgeting: The process of creating a plan to spend your money.

Career path

A Business Analyst in finance can progress to roles such as Senior Business Analyst, Finance Manager, or even Chief Financial Officer (CFO).

Salary

In the USA, Business Analysts typically earn between $60,000 to $90,000 at the junior level and $90,000 to $120,000 at the senior level.

Benefits

Common benefits in the USA include health insurance, retirement plans, and paid time off.


Business Analyst Job Description

Job Title

Business Analyst

To help you :
✅ A clear, concise sentence to describe the role
✅ The job title must be clear and reflect the role, as it's the first thing candidates see
✅ Needs to match with the keywords candidates search for on job boards and search engines.
🚫 Avoid company-specific titles.

Company Description

This section is specific to your business activity - we cannot provide you with a ready-to-use template.
To help you, here are the elements that must be included:
✅ Your mission
✅ The products and/or services that support this mission
✅ The type and number of customers you serve
✅ Your mid- and long-term goals, with concrete figures
✅ Any other ambitious projects (geographic expansion, new verticals, etc.)

💡 Bonus: Add engaging content like photos, videos, CEO podcasts, or anything else that showcases your vision and ambitions.

Job Brief

As a Business Analyst in our finance department, you will be at the forefront of driving data-driven decisions and strategies. Your insights will be crucial in optimizing our financial performance and supporting our growth objectives.

To complete this section, here are the essential elements that must be included :
✅ A clear and concise sentence describing the role
✅ Its position in the organizational chart
✅ The scope of responsibility including (if applicable) the size of the team to be managed
✅ One or two specific, long-term objectives for the position

Key Responsabilities

  • Analyze financial data and create detailed reports.
  • Collaborate with teams to gather and document requirements.
  • Identify data trends and provide actionable insights.
  • Develop financial models to support decision-making.
  • Ensure accuracy and integrity of financial data.
  • Assist in strategic planning and budgeting processes.
  • Present analytical findings to stakeholders.

Skills & Qualifications

🎓 Bachelor's degree in Finance, Business Administration, or related field. A Master's degree or relevant certification (e.g., CFA, CPA) is preferred.

💪 Typically, 3-5 years of experience in a similar role is expected.

🎯 Main Hard Skills

  • Financial analysis
  • Data modeling
  • SQL
  • Excel proficiency
  • Data visualization
  • ERP systems

🙂 Main Soft Skills

  • Communication
  • Teamwork
  • Critical thinking
  • Adaptability

Conditions & Benefits

This section is specific to your company - we cannot provide you with a ready-to-use template.
To help you, here are the elements that can be included:
✅ Employment type: Full-time, part-time, freelance, contract, etc.
✅ Location: City + any location-specific benefits
✅ Work schedule: Remote, in-office, or hybrid (ideally with details on the expected balance)
✅ Salary: You can choose to provide a range or leave it unspecified.
✅ Benefits: Outline what you offer in terms of healthcare, wellness programs, parental leave, transportation stipends, and more.

💡 Tip: Work conditions are one of the most important factors for candidates when considering a job. Transparency and honesty go a long way.

Interview Process

This section is specific to your company - we cannot provide you with a ready-to-use template.
To help you, here is a typical process:
1️⃣ Initial phone screening with (Recruiter’s Name), our (Recruiter’s Title) - 30 min
2️⃣ Interview with (Hiring Manager’s Name “HM”), our (HM’s Role) - 45 min
3️⃣ Case study with (HM’s Name), our (HM’s Role) - 1 hour in person
4️⃣ Cultural fit interview with (HM’s Manager’s Name), our (Manager’s Role) - 30 min in person
5️⃣ Team meeting with (HM’s Team Name) – in person
6️⃣ Reference checks

FAQ

🔹What are the key duties of a Business Analyst in finance ?

Key duties include conducting financial analysis, developing models, collaborating with teams, and presenting insights to management.

🔹What teams will I collaborate with ?

You will collaborate with finance, operations, and senior management teams.

🔹What tools should I be proficient in ?

Proficiency in Microsoft Excel, Tableau, SQL, and SAP is essential.

🔹What soft skills are important for this role ?

Important soft skills include communication, teamwork, critical thinking, and adaptability.

🔹What is the typical career progression for this role ?

Career progression can lead to roles such as Senior Business Analyst, Finance Manager, or Chief Financial Officer (CFO).

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