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BUSINESS & FINANCE

Financial Analyst

Evaluating Financial Choices With Evidence

Financial Analyst

Financial analysts examine financial statements, markets, projects and economic conditions to support investment and business decisions. Their conclusions depend on assumptions that must be clearly explained.

Key Outcomes

What this career leads to

  • Informed financial decisions
  • Measured risk
  • Clear forecasts
  • Better resource allocation

What They Do

On the job

  • Analyse financial statements and operating performance
  • Build forecasts, budgets or valuation models
  • Research industries, markets and economic factors
  • Present conclusions, assumptions and risks

Where They Work

Typical workplaces

  • Banks and financial institutions
  • Investment and asset-management firms
  • Large companies
  • Consulting firms
  • Government finance bodies
  • Research and rating organisations

Core Skills

What it takes

  • Financial analysis and accounting
  • Spreadsheet modelling and data interpretation
  • Critical thinking and attention to detail
  • Clear reporting and professional judgement

Areas of Application

Where this knowledge shows up

  • Corporate finance
  • Investment research
  • Banking and credit analysis
  • Budgeting and planning
  • Risk and portfolio analysis

Education & Entry Path

The learning route

Degrees in finance, accounting, economics, business or mathematics are common. Some roles value professional certifications, regulatory examinations or postgraduate study.

Career Scope

The long view

Analysts may specialise in corporate planning, investment, credit, risk, treasury, research or advisory work and can progress into management roles.

Related Careers

Kindred paths to explore

Explore Scientists’ Contribution

The discoveries behind this field