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Financial Analyst 2
Ref No.: 17-13904
Location: Foster City, California
(8-10 years of experience) The main function of a financial analyst is conduct quantitative analyses of information affecting investment programs of public or private institutions. A typical financial analyst is responsible for analyzing and communicating financial information for clients. An entry level financial analyst typically has a Bachelor’s degree and experience with budget analysis and financial and investment planning. As the levels progress, the years of experience increase along with leadership expectations, with the introduction of a supervisory role at Level 4. The technical skills, including the ability to provide guidance and consult clients on assets and investments, increase across levels, starting from basic at Level 1 to expert at Level 5.


Education/Experience
o Bachelor’s degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred.
o 8-10 years financial and/or accounting experience required

Responsibility level
o Exercises independent judgment with minimal direction from supervisor

Skills
o Verbal and written communication skills, attention to detail, and critical thinking (Required)
o Strong ability to work independently and manage one’s time (Required)
o Strong ability to analyze business trends and project future revenues and expenses (Typically required)
o Strong knowledge of economic and accounting principles, the financial markets, and reporting of financial data (Typically required)
o Strong knowledge of federal, state, and company policies, procedures and regulations as related to accounting (Required)
o Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related financial software (Required)

Major Job Duties and Responsibilities:
o Provide client with recommendations based on business forecast, and industry and economic conditions
o Present financial findings to client including data affecting investment programs, such as price, yield, stability and future trends in investment risks
o Present oral and written reports on general economic trends, individual corporations and entire industries
o Recommend investments and investment timing to companies, investment firm staff, or the investing public
o Prepare plans of action for investment based on financial analyses