Financial Modeler job description template

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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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  • $20 hourly
    Mehul B.
    • 4.9
    • (7 jobs)
    Jaipur, RJ
    Featured Skill 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.
  • $10 hourly
    Iftikhar H.
    • 4.8
    • (4 jobs)
    Gilgit, GB
    Featured Skill 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
    Stress-Free Financial Solutions for Business Growth – Expert Accounting Services Are you tired of worrying about finances? Let me help you focus on growing your business and increasing sales! As a dedicated accountant with 5+ years of experience, I specialize in providing accurate financial services, tax planning, and auditing. I’m committed to delivering high-quality, detailed financial statements, ensuring accuracy and clarity for all clients. Whether you’re based in the USA, Australia, or New Zealand, I have expertise in handling the financial needs of businesses across borders. I am passionate about helping clients achieve their financial goals and grow their businesses. Why Choose Me? 5+ Years of Accounting Experience: Skilled in tax preparation, internal auditing, and financial reporting. Attention to Detail: Dedicated to providing well-organized, accurate, and professional financial documents. Self-Review Expertise: A key attribute for ensuring flawless financial work. Client-Centered Approach: I offer personalized financial solutions tailored to your business needs. Let’s talk about your financial needs and how I can use my extensive knowledge, skills, and experience to benefit your organization. USA Accounting Services Tax Preparation: 1040, 1120S, 1065, 5471, FBAR, 1099, W-2 Tax Schedules: Schedule 1, C, A, D, E, R, 5, PAL, NOL carryover, 1031 exchange (8824) Depreciation: MACRS Depreciation schedules K-1 Distributions: Schedule L, M-1 & M-2 Sales & Use Tax E-commerce Integration: PayPal, Shopify, Square, Expensify, Bill.com Tax Software: Proconnect Tax Online, TurboTax Online, TaxAct Australian Accounting Services FBT & GST Returns BAS Preparations Division 7A Calculations Luxury Car Tax & GST Reconciliations PAYGW & PAYGIT Reconciliations with ATO ITA SMSF (Self-Managed Super Funds) Services: Accounting, Compliance, and Audit XERO Conversion & Xero Work Papers (CA Firms) New Zealand Accounting Services GST & FBT Returns ICA & PAYE Reconciliations Livestock Accounting: Opening & Closing Stock Valuations for Herd & NSC schemes Dairy Farming Accounting: Fonterra Milk Reconciliations Investment Accounting: PIE Calculations Rental Property & LTC Accounts XERO Conversion & Xero Work Papers (CA Firms) Software Expertise Accounting Software: QuickBooks, XERO, MYOB, SAGE, IRIS, CaseWare, APS, HandiSoft, Solution 6, Banklink, BGL Expense Management: Bill.com, Expensify Super Fund Management: Desktop Super, Super Fund Live, Class Super Let’s Work Together If you're looking for a reliable accountant who can handle complex financial tasks while providing insightful advice, I’d love to connect! I’m committed to making accounting stress-free and ensuring your financial records are always in top shape. Contact me today to discuss how I can help with your accounting, tax, and audit needs.
  • $65 hourly
    Kim L.
    • 4.9
    • (11 jobs)
    Atlanta, GA
    Featured Skill Financial Modeling
    Communications
    Startup Company
    Market Research
    Business Planning & Strategy
    Financial Analysis
    Marketing Strategy
    Project Management
    Strategy
    Digital Marketing
    Data Analysis
    Editing & Proofreading
    Business Writing
    Business Plan
    Business Analysis
    𝗛𝗲𝗹𝗹𝗼! I'm Kim, a serial entrepreneur turned Business & Strategy Consultant with 10+ years of experience helping startups, small businesses, and Fortune 100s like Disney and Boeing thrive. The knowledge & expertise I've gained from experience is fortified by Lean Six Sigma certifications, a Psychological Science degree, and an MBA from USC Marshall (a top-20 business school). 𝗕𝗔𝗖𝗞𝗚𝗥𝗢𝗨𝗡𝗗: My mother was an entrepreneur, so like a fish in water, I've been surrounded by business my entire life. She founded a snack food manufacturer when I was 5, and it grew alongside me like a sibling. After her unexpected passing, I became the company's CEO and joined forces with my human siblings to run it. That remains the most stressful and scariest year of my professional and personal life, but the lessons afforded to me during childhood and the support of an awe-inspiring team empowered me to succeed its trials by fire. In my first year as CEO, revenue increased by 20% and profitability increased by 36%. We doubled within a few years and steadily grew until receiving a buy-out offer that, after some negotiation, we couldn't refuse. I attribute those experiences to the consultant I've become and my ability to connect with clients. I'm intimately familiar with how overwhelming running a business can be, and I'm passionate about leveraging the knowledge and expertise I've accumulated to empower entrepreneurs in similar ways. 𝗛𝗢𝗪 𝗜 𝗖𝗔𝗡 𝗛𝗘𝗟𝗣: I bring a unique blend of practical knowledge, strategic thinking, business acumen, and technical skills to the table. I specialize in data-driven strategy development, which frequently culminates in projects including comprehensive research & data analysis, business plan writing & development, growth & marketing strategies, and financial analysis & planning. Furthermore, my network of industry experts and professionals enables me to provide clients with access to additional resources and support. 𝗛𝗜𝗚𝗛𝗟𝗜𝗚𝗛𝗧𝗘𝗗 𝗖𝗟𝗜𝗘𝗡𝗧 𝗥𝗘𝗦𝗨𝗟𝗧𝗦 • Secured seven-figure funding from investors, banks, and SBA programs. • Boosted business-to-business IT service provider's growth rate from 3% to 16% in 6 months. • Achieved 385% growth in hyper-competitive competitive music & entertainment industry as fractional CEO, establishing a renowned 27,000 sq. ft. multimedia studio. • Outsold 97.9% of sellers on Etsy within one year of launching e-commerce drinkware brand, achieving top sales on a platform with annual revenue exceeding $2.3 billion at the time. • Increased YouTube channel's 90-day impressions by 46% (to 527.4K), views by 126% (to 28K), and click-through rate by 1.9% (to 5.3%). 𝗟𝗲𝘁'𝘀 𝗱𝗶𝘀𝗰𝘂𝘀𝘀 how I can leverage my lifetime of experience, formal education, and incredible network to take your business to the next level. I know that hiring a freelancer is an important decision, and I'm happy to provide more information and answer any questions you may have. I’m here to help and just a message away!
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