Financial Analyst
What it officially is
Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
O*NET, US Department of Labor · classified as “Financial and Investment Analysts”
What the work involves
- Advise clients on aspects of capitalization, such as amounts, sources, or timing.
- Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
- Assess companies as investments for clients by examining company facilities.
- Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
- Collaborate with investment bankers to attract new corporate clients.
- Conduct financial analyses related to investments in green construction or green retrofitting projects.
- Confer with clients to restructure debt, refinance debt, or raise new debt.
- Create client presentations of plan details.
- Determine the prices at which securities should be syndicated and offered to the public.
- Develop and maintain client relationships.
- Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
- Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.
- Evaluate and compare the relative quality of various securities in a given industry.
- Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
What they call it
Large employers
- Global Treasury Analyst Canonical Ltd.
- Senior Manager, Finance & Strategy Coinbase
- Senior Manager, Finance & Strategy DoorDash
- Deal Desk Senior Analyst Twilio
- Senior Financial Analyst, R&D Finance Twilio
Startups
- Finance & Strategy Associate Confido
- Finance & Strategy Manager Confido
Tools the occupation uses
How well this role is advertised
Open now
- 6h ago
-
8h ago
Walmart - Internal United States $90k - $180k/yr
- 11h ago
- 13h ago
- 13h ago
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15h ago
Luxury Presence Remote - United States
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16h ago
Lockheed Martin Corporation United States $65k - $168k/yr
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16h ago
Senior FP&A Manager - Partnerships & Investments
Snowflake Remote - US-WA-Bellevue, US-CA-Menlo Park, US-CA-Dublin $122K – $160.6K
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16h ago
Binance Hong Kong
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18h ago
BeyondTrust Remote United States | Georgia or East Coast
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18h ago
Substack Remote - San Francisco (HQ)
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18h ago
Glia US-Remote, New York City
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