A financial management analyst is responsible for assisting organizations with long-term financial planning. This person will typically work within an office environment during regular office hours, though additional/overtime hours may occasionally be required. A high school diploma or equivalent and a Bachelor’s degree are required for this position, and many businesses prefer a Master’s degree. It is typically recommended that this degree be in a field such as Accounting, Business Administration, Economics, Finances, or Statistics. Additional courses, licenses, or training may also be required depending on the organization and its field; these certifications are typically available through professional organizations and require work and educational experience in addition to examinations.
A financial management analyst coordinates all operations and programs related to the financial research within a business. This person is also responsible for: creating/implementing investment plans and financial policies; formulating work procedures; management/organization of work assignments; analyzing commodities and stocks; creating long-term strategies to achieve future financial goals; and assisting in figuring the company's value and wealth.
Those in this position must be highly-organized, proficient in modern technology and computer software, and able to learn about new programs quickly. They should also be able to communicate clearly and efficiently with other professionals in the organization, and maintain analytical mindsets and mental composure in stressful situations.
Financial Management Analyst Tasks
Create financial strategies for customers in line with their desires and resources.
Manage client relationships and grow customer base.
Assess trends in client and market behavior and modify strategies to optimize financial growth.
Manage portfolios and update customers on current or future developments.