Financial Modeler job description template

An effective description can help you hire the best fit for your job. Check out our tips to provide details that skilled professionals are looking for.

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Tips for Writing a Financial Modeling Analyst Job Description

A financial modeling analyst is a professional banker or financial adviser who applies financial modeling tools to run valuation numbers to provide financial advice in a number of businesses such as equity research, investment banking, financial planning, corporate development, and corporate finance. These models can apply to various business activities, such as financial modeling for revenue or operating costs.

Financial modeling analysts are expected to adapt and use a wide variety of financial models to balance sheets and be able to condense information into formats suitable to present to clients.

This article will cover a sample job description, exploring the daily responsibilities and necessary qualifications for a financial modeler. 

The Job Overview

We are seeking a dedicated financial modeler to join our growing company. You will have an excellent understanding of Excel (or other spreadsheet software) and use that to perform complex financial analyses of projects for clients.

Your duties will include analyzing financial modeling and transactions, performing sensitivity and other ad hoc analyses, and creating and conducting presentations for clients based on the results. The ability to work well under pressure and to tight deadlines is a must.

Responsibilities

Below are some of the responsibilities a financial modeler is expected to assume in their position:  

    • Use Excel to produce high-quality spreadsheets and reports for clients
    • Use financial analysis tools to evaluate portfolio options and advise clients
    • Provide predictive forecasts, such as expected raw material needs or anticipated sales figures
    • Create and present easy-to-understand models for clients
  • Identify new business opportunities, such as undervalued securities or untapped revenue streams
  • Work with a team of financial analysts or other financial modeling analysts for decision-making and forecasting
Job Qualifications and Skill Sets

Below are the qualifications and skills expected of a financial modeling analyst:

  • A bachelor’s degree in mathematics, accounting, or finance; master's degree, CFA, or diploma in financial planning a plus
  • Excellent Excel skills or experience with similar spreadsheet software, including the use of charts, macros, and VBA
  • Knowledge of basic accounting concepts and a solid understanding of financial analysis terminology and best practices, such as DCF and financial statements
  • A keen eye for detail and an ability to sift through large data sets to extract meaningful information
  • Excellent time management skills, including the ability to work under pressure to meet tight deadlines
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  • $8 hourly
    Iftikhar H.
    Financial Modeler
    • 5.0
    • (2 jobs)
    Gilgit, GB
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Financial Analysis
    Data Entry
    Xero
    Management Accounting
    Intuit Proconnect Tax
    QuickBooks Online
    Accounting Basics
    PayPal
    Bookkeeping
    Payroll Accounting
    Tax Accounting
    Invoicing
    Account Reconciliation
    Tax Return
    Be stress free from worries of financial. You can focus more on growing your own business and increasing your sales! I am a dedicated Accountant with 5 years of experience. I always pay extra attention to the details of working paper and focus on accuracy as well as an excellent presentation for reviewers. Self-review skill is my key attribute for performing every task. Having achieved many goals in my accounting, tax and internal auditing services career, I am interested in expanding my professional horizons in these fields. I would enjoy having the opportunity to talk with you about your financial needs, and how I could use my extensive knowledge, skills and experience to benefit your organization. USA Specialization: • 1040, 1120S, 1065, 5471, FBAR, 1099, W-2 • Schedule 1, C, A, D, E, R, 5, PAL, NOL carry- over, 1031 exchange (8824) • MACRS Depreciation schedules • K-1 Distributions, Schedule L, M-1 & M-2 • Sales & Use tax • PayPal, Shopify, Square, bill.com, Expensify • Proconnect tax online, Turbo tax online and Tax act Australian Specialization: • FBT Returns • GST Returns • BAS Preparations • Div. - 7A Calculations • Luxury car tax implications in FA register • GST reconciliations • PAYGW & PAYGIT reconciliations with ATO ITA • SMSF (Self-Managed Super Funds) Accounting • SMSF (Self-Managed Super Funds) Compliance • SMSF (Self-Managed Super Funds) Audit • Conversion to XERO • Xero and CCH Work papers (Used by CA Firms) New Zealand Specialization: • GST Returns • FBT Returns • ICA reconciliations • PAYE reconciliations • Livestock recording and reconciliation (Opening & Closing Stock valuations as per Herd & NSC schemes) • Dairy Farming • Fonterra Milk reconciliations • Investment Accounting (PIE calculations etc.) • Rental Property Accounts • Look through Companies (LTC) Accounts • Conversion to XERO • Xero and CCH Work papers (Used by CA Firms) Software Expertise • Quick Books, XERO, MYOB, SAGE, IRIS, Case ware, APS, HandiSoft, Solution 6, Banklink, BGL, bill.com, Expensify • DeskTop Super, Super Fund Live, Class Super I'm absolutely friendly and creative! Regards Iftikhar
  • $15 hourly
    Mehul B.
    Financial Modeler
    • 5.0
    • (3 jobs)
    Jaipur, RJ
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Economic Analysis
    Business Analysis
    Mathematical Modeling
    Valuation
    Report Writing
    Equity Research
    Business Modeling
    Industry Research
    Microsoft Excel
    TOP-RATED FREELANCER and CFA CHARTERHOLDER, specialised in the following fields ✔️Financial Modelling ✔️Pitch Deck and White Papers ✔️Content Writing ✔️Data management on MS Excel ✔️Equity Research ✔️Valuation EXTENSIVE EXPERIENCE in delivering Equity Research on FORTUNE 500 companies. I have single-handedly managed the drafting of INVESTMENT PROPOSAL for M&A and CREDIT deals. I have a piece of vast knowledge in drafting FINANCE BASED CONTENT WRITING which involves financial articles and blogs for NEWS & EVENT purposes. I have delivered complete FINANCIAL MODELLING and drafted related PITCH DECK with extensive use of INFOGRAPHICS. ⭐Why choose me over other FREELANCERS?⭐ ✅ CLIENT REVIEWS: I focus on carrying through VALUE to my client base and earning their TRUST. The client feedback on my profile is immensely vital to me and the value that I provide. ✅ OVER-DELIVERING: This is the most important attribute for me as a freelancer. I maintain my focus on GIVING more than what the client expects to RECEIVE. I take pride in leaving all of my clients saying "WOW". ✅ READILY RESPONSIVENESS: Since the beginning of my career as a freelancer, I am extensively responsive and kept all communication lines completely open with my clients. ✅ HUMBLE NATURE: This is the biggest aspect of my life that is presented in every facet of my life. My basic nature involves treating everyone with respect, comprehending all situations, and genuinely wanting to IMPROVE my client's situation. In all the roles that I have held, I have fostered strong analytical skills. I simultaneously gained respect from staff and management through effective communication and liaison.
  • $40 hourly
    Justin G.
    Financial Modeler
    • 4.9
    • (27 jobs)
    Madison Heights, MI
    vsuc_fltilesrefresh_TrophyIcon Financial Modeling
    Microsoft Word
    Salesforce Lightning
    Salesforce CRM
    Microsoft Power Automate
    Financial Reporting
    Data Management
    Spreadsheet Software
    Data Mining
    Microsoft Power BI Data Visualization
    Microsoft Power BI
    Data Analysis
    Microsoft Excel
    Proficient in: Excel formulas Vlookup xlookup Sumifs if statements nested formulas Salesforce Financial Force Microsoft Power BI Experienced report writer. I have spent almost my whole career writing reports for all areas of large $100M companies down to small mom and pop businesses. During those times I have had a wide variety of other responsibilities, from accounting to sales and everything in between. That being said I know that almost all situations and requirements are different, and I would very much like to learn yours. I am also experienced in Salesforce administration. I am not a coder but usually find a way using process builder and flows to get things accomplished. I am very familiar with the CRM and have experience with other products on the Salesforce platform including FinancialForce, Remedyforce, and Pardot. Your satisfaction is my number one priority and I will make sure that at the end of the project you are happy.
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