Financial Analyst Job Description Template

About [Company Name]

[Company Name] is a rapidly scaling SaaS company delivering cloud solutions to global customers. Our finance team ensures accurate insights and strategic guidance to support growth and profitability.

The Opportunity

We are hiring a Financial Analyst to support FP&A, reporting, and business insights. You'll partner with leadership to analyze financial data, forecast growth, and provide actionable recommendations that directly impact strategy.

What You'll Do

Prepare monthly, quarterly, and annual financial reports
Develop financial models for revenue, expenses, and growth
Analyze variances vs. budgets and forecasts
Support FP&A initiatives including scenario planning
Track SaaS metrics (ARR, CAC, churn, LTV)
Collaborate with business units to monitor KPIs
Assist in board presentations and investor reporting
Conduct competitive and market analysis
Identify risks and opportunities in financial performance
Streamline reporting and forecasting processes

What You'll Bring

2-4 years of financial analysis experience
Proficiency in Excel and financial modeling
Experience with FP&A or accounting software
Knowledge of SaaS business models and KPIs
Strong analytical and quantitative skills
Excellent written and verbal communication
Ability to synthesize large data sets into insights
Attention to detail and accuracy
Ability to manage multiple projects under deadlines
Bachelor's degree in Finance, Accounting, or Economics

Nice to Have

SQL or BI tools (Tableau, Power BI)
Experience in SaaS or subscription industries
CFA Level I or similar certification
Advanced Excel/financial modeling courses
MBA or graduate coursework in finance

What We Offer

Competitive salary range: $70,000 - $90,000
Health, dental, and vision coverage
401(k) with company match
Paid vacation, holidays, and parental leave
Remote and hybrid work options
Professional development budget
Stock option opportunities
Collaborative finance culture with growth potential

About This Financial Analyst Job Description Template

This comprehensive financial analyst job description template has been crafted to help you attract top talent in today's competitive market. Based on analysis of successful job postings from leading companies, this template includes all essential elements needed to communicate your opportunity effectively.

What Makes This Template Effective

Clear Structure: Organized sections make it easy for candidates to scan and understand the role

SEO Optimized: Includes relevant keywords to improve visibility on job boards and search engines

Inclusive Language: Written to appeal to diverse candidates and avoid unconscious bias

Comprehensive Coverage: Covers responsibilities, requirements, and benefits thoroughly

Customizable Format: Easy to modify for your specific needs and company culture

How to Use This Template

Copy the template using the button above

Replace all placeholder text (marked with brackets) with your information

Adjust requirements and responsibilities based on your specific needs

Add any unique perks or benefits your company offers

Review for accuracy and compliance with local regulations

Post to your careers page and job boards

Best Practices for Financial Analyst Hiring

When hiring for a financial analyst position, focus on both technical skills and cultural fit. The best candidates will not only have the required experience but also align with your company's values and long-term vision. Use this template as a starting point, but don't forget to inject your company's personality and unique value proposition.