Job description · Finance and accounting · Full-time
Financial Analyst job description
A financial analyst turns the books into decisions. They build budgets and forecasts, analyze margins and cash, and present clear reports that help owners plan hiring, pricing, and growth.
Responsibilities
- Build and update the annual budget and rolling forecast
- Analyze revenue, margins, and expenses by product or client
- Prepare monthly management reports with commentary
- Model scenarios for pricing, hiring, and investments
- Track cash flow and runway
- Build dashboards for key financial metrics
Requirements
- Two or more years in FP&A or financial analysis
- Advanced Excel or Google Sheets modeling
- Strong accounting fundamentals
- Clear written explanations of numbers
- Comfortable presenting to owners
Tools
- Excel or Google Sheets
- QuickBooks, Xero, or NetSuite
- Fathom, Jirav, or Causal
- Power BI or Looker Studio
What success looks like after 90 days
- A rolling 12-month forecast updated monthly
- A monthly management report with clear insights
- Unit economics by product or client
Screening questions
Ask these before you book an interview.
- Share a model you built (with sensitive data removed).
- Which tools do you model in?
- Have you presented to owners or executives?
- This is a full-time role working set hours each business day. Can you commit to that schedule?
Interview questions
- Margins fell last quarter. How would you find out why?
- Walk me through how you build a cash flow forecast.
- How do you explain a variance to a non-finance owner?
- What three metrics would you track for our business?
Hiring tip
Ask candidates to explain one of their models out loud. Clarity of explanation matters as much as the model itself.
Financial Analyst hiring FAQ
What does a Financial Analyst do?
A financial analyst turns the books into decisions. They build budgets and forecasts, analyze margins and cash, and present clear reports that help owners plan hiring, pricing, and growth. Day to day, the role covers work such as: build and update the annual budget and rolling forecast, analyze revenue, margins, and expenses by product or client, and prepare monthly management reports with commentary.
How much does it cost to hire a full-time Financial Analyst from the Philippines?
We place a full-time Financial Analyst from the Philippines for $1,800 a month. Every candidate passes our top 2% vetting, starts within 14 days, and comes with a 1-week trial backed by a replacement or refund. The price is a flat monthly rate for a dedicated full-time hire.
What skills should a Financial Analyst have?
Look for: two or more years in FP&A or financial analysis, advanced Excel or Google Sheets modeling, strong accounting fundamentals, and clear written explanations of numbers. Common tools include Excel or Google Sheets, QuickBooks, Xero, or NetSuite, Fathom, Jirav, or Causal, and Power BI or Looker Studio.
What should a Financial Analyst achieve in the first 90 days?
A rolling 12-month forecast updated monthly, A monthly management report with clear insights, and unit economics by product or client.
Can I copy and edit this Financial Analyst job description?
Yes. Copy it with one click, edit it for your business, and post it anywhere. For a version built from your own task list, open it in our free job description generator, or book a strategy call and we will find the hire for you.
Want us to find your Financial Analyst?
We place a full-time Financial Analyst from the Philippines for $1,800 a month. Every candidate passes our top 2% vetting, starts within 14 days, and comes with a 1-week trial backed by a replacement or refund.