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.
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
Financial Modeler Hiring Resources
Explore talent to hireFinancial Modelers you can meet on Upwork
Justin G.
Financial Modeler
Financial Modeling
- Microsoft Excel
- Microsoft Power BI
- Data Analysis
- Data Mining
- Spreadsheet Software
- Financial Forecasting
- Financial Reporting
- Microsoft Power BI Data Visualization
- Data Management
- Microsoft Word
- Salesforce CRM
- Salesforce Lightning
- Microsoft Power Automate
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.
...Aleksandr M.
Financial Modeler
Financial Modeling
- Tax Law
- Tax Preparation
- IRS Income Tax Audits
- IRS Resolution
- International Taxation
- Financial Analysis
Experienced tax expert with 7+ years of experience in US tax preparation, tax strategy, tax optimization. I've experience of working for big multi-million corporations as well as well as solving complex tax issues of individual taxation. During my working experience I've also represented my clients before the IRS for audits and other taxation issues. As an IRS Enrolled Agent I have unlimited representation rights similar to attorneys and CPAs. This means I'm unrestricted as to which taxpayers I can represent, what types of tax matters I can handle, and which IRS offices I can represent clients before. Besides the US taxation, I've also worked as a CFO for a big hospitality chain. During that period I've developed together with my team an entire financial ecosystem including all the processes and workflows. I'll be happy to help you with any complex issue you may have.
...Matthew W.
Financial Modeler
Financial Modeling
- Financial Analysis
- Stock Option Agreement
- Derivatives Trading
- Excel
- Microsoft Excel
- Financial Modelling
- Accounting principles
- Investment Research
I'm a portfolio manager (RIA and fiduciary), options trader, and risk manager for private clients. I also teach options trading for a well-known and well-respected trading education firm. I'm currently open to a variety of different one-off or continuing jobs, and am primarily interested in helping in the following areas: - Trading coaching (options, stocks, futures) - Custom trading tools (Excel only, no Python, APIs, etc.) - Data Analysis - Hedging and portfolio management Feel free to reach out regarding private wealth management as well.
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