What is the role of a Financial Analyst

  • Financial Analyst performs a lot of activities according to the requirement of the job given by the company. The financial analysis mainly deals with analyzing the company’s financial statements and estimating the company’s future performance.

  • An analyst will perform financial reporting and forecasting and track the operational metrics.
    Collecting the information from the past and analysing them to identify trends in the markets, perform variance analysis, and suggest any changes or improvements be made by the company.

  • Analysts also should develop key financial models to support forecasting, planning and valuation. This will help in capital budgeting and planning the expenditure process.

  • Analysts should also work with the accounting team to ensure exact financial reporting. They will play a key role in determining its present value and estimating future business abilities.

  • Financial analyst at various organization includes various role like:

BANKS: - investment banking, equity research, sales and trading, commercial banking.
INSTITUTIONS: - Research, private equity, portfolio management
PUBLIC ACCOUNTING: - valuations, due diligence, transaction advisory.
CORPORATES: - FP&A, treasury, investor relations and corporate developments.