What Does a Financial Analyst Do? Roles, Responsibilities, and Capabilities

Analyst Overview

Role:
A finance professional responsible for analyzing financial and operational data to support business decision-making.

Key Responsibilities:

• Analyze financial statements and operational data

• Build and maintain reports and dashboards

• Support budgeting, forecasting, and planning processes

• Identify trends, risks, and growth opportunities

• Present findings and recommendations to management

Core Capabilities:

• Financial modeling and data analysis

• Proficiency with Excel, BI tools, and reporting software

• Ability to translate data into actionable insights

• Strong problem-solving and critical thinking skills

• Effective communication and presentation abilities

Typical Experience/Expertise Needed:

• Degree in finance, accounting, economics, or a related field

• Two to five years of experience in financial analysis or a related role

• Experience with financial modeling and budgeting

• Familiarity with business intelligence tools (e.g., Power BI, Tableau)

• Strong analytical, organizational, and presentation skills

Savvy CFO Advice Box

A strong Analyst bridges the gap between data and decisions, bringing clarity to complex business questions and supporting confident growth.

Looking for support with financial analysis? Reach out to your Savvy CFO for tailored solutions.