Ten analyst types that work in Finance
Ten analyst types that work in Finance.
Which analyst type(s) have you worked as?
Here are ten of the most common roles:
FINANCIAL ANALYST
Key Focus: Financial planning, forecasting, and analysis.
Responsibilities: Analyzing financial data to support business decisions, preparing budgets and forecasts, performing variance analysis, and providing insights on performance.
BUSINESS ANALYST
Key Focus: Bridging the gap between finance and business units.
Responsibilities: Analyzing business processes, identifying areas of improvement, and supporting business decisions by providing data-driven insights supporting the business strategy.
TAX ANALYST
Key Focus: Tax compliance and planning.
Responsibilities: Ensuring compliance with local, national, and international tax laws, preparing and reviewing tax filings, and analyzing the impact of tax regulations.
TREASURY ANALYST
Key Focus: Cash flow, liquidity management, and financial risk.
Responsibilities: Monitoring and forecasting cash flows, managing banking relationships, supporting investment and financing decisions, and managing currency, interest rates, and liquidity risks.
COST ANALYST
Key Focus: Cost control and management.
Responsibilities: Analyzing and managing costs associated with production, projects, or other business activities, as well as supporting pricing strategies.
CREDIT ANALYST
Key Focus: Assessing creditworthiness and risk management.
Responsibilities: Analyzing customer credit data, assessing risk exposure, making credit recommendations, managing credit limits, and ensuring timely collections.
ACCOUNTING ANALYST
Key Focus: Financial accounting and compliance.
Responsibilities: Supporting month-end and year-end closing processes, ensuring compliance with accounting standards (GAAP/IFRS), analyzing financial statements, and supporting audits.
RISK ANALYST
Key Focus: Identifying and mitigating financial risks.
Responsibilities: Conducting risk assessments, developing risk mitigation strategies, supporting compliance with risk-related regulations, and managing financial risks company-wide.
DATA ANALYST
Key Focus: Data analysis and reporting.
Responsibilities: Collecting, analyzing, and visualizing financial data to support decision-making, maintaining financial dashboards, and providing insights to finance and non-finance teams.
BUDGET ANALYST
Key Focus: Budgeting and financial oversight.
Responsibilities: Assisting in preparing budgets, tracking actuals vs. budgets, analyzing variances, and ensuring that spending aligns with financial plans.
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