Financial
Analyst
By: Student Name
Course: BAT3M1
(Level 4)
Table Of Contents
Title ……………………………………………………………………………..
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Table of Contents
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Job Description …..
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Job Requirements
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Present-Day/Future Employment Opportunities
Job ● Track and collect monetary data through financial
Descripti statements
on ● Analyze past and current pecuniary trends
● Forecast future trends and financial standing
● Identify strategies and openings to progress financial
status
● Develop blueprints to aid with budgetary decision-
making
General Requirements:
Job ● Bachelor’s degree in finance or other related fields
● Proficiency in financial software programs (MS Excel,
Requirem
Powerpoint)
ents ● Experience in financial planning and analysis or other
related fields
● Knowledge of tax laws, money markets, and accounting
concepts
● Skills in data analysis and statistics
Note: The qualifications for a career in financial analysis are rather
flexible when compared to other well-paying professions. Requirements
are determined by the employer and/or respective job duties in many
cases. An MBA or CPA degree is often helpful (not required) when
pursuing this career.
Present-Day and Future Employment
Opportunities Indeed Link
● 200+ current Indeed job listings in
Toronto
● Relatively competitive field
● Approximately 487, 800 total jobs
● Projected to grow 5% by 2029
● Estimated increase of 26, 800 positions
● Good job outlook overall
Average Entry
$60 000 - $80 000
Salary Range Level
Middl
e $80 000 - $100 000
Level
Senio
$100 000 - $120
r
000
Level
Career Pros and Cons
Pros Cons
● Variety of industry sectors
○ Accounting ● Repetitive tasks and limited creativity
○ Investment Banking
○ Corporations (sell-side, buy-side) ● Long hours of tedious work
● High-stress and urgency work
● Work is fairly structured and routined
environment
● Major role in decision-making
● Significant responsibility
● Reasonable salary and ability to earn
● Sitting for extended periods of time
bonuses
● Majority of work is done indoors
● Continuous learning throughout the
● Little room for collaboration
years
Work
Output
Example Powerpoint
s Presentations
Graphs (using financial software
applications)
Personal
Analysis
If someone were to ask me what motivates me to work hard, I’d tell them that
achievement does. The success of one project always pushes me to do well on the
next. After considering all the duties of a financial analyst, I can confidently say I
possess many of the necessary traits to succeed in this position.
Over the years, I have realized that I work best in a structured and routinely
environment. I have also noticed that I am fairly detail-oriented through completing
assessments (math in particular) and will always analyze my answers at least three
times before submitting them. It is important for me to analyze things thoroughly and
ensure the most accurate reports. Furthermore, developing presentation models
through software applications is also in my area of expertise. I can extensively
navigate most software programs and use them to their full potential, or I can learn
to use the software in a reasonably quick manner.
To wrap this up, the traits listed so far are all valuable in a financial analyst
position. These qualities are also what would make me a well-suited candidate for the
role.
Works Cited
“Finance & Accounting.” Indeed.com, https://ca.indeed.com/Financial-Analyst-jobs-in-Toronto,-ON?vjk=5e3740201c4f5722
Financial Analyst Job Description - Skills, Education & Experience. 20 Nov. 2019,
corporatefinanceinstitute.com/resources/careers/jobs/financial-analyst-job-description/
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resources.workable.com/financial-analyst-job-description.
Financial Analyst Job Description. www.glassdoor.com/Job-Descriptions/Financial-Analyst.htm
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corporatefinanceinstitute.com/resources/questions/analyst/financial-analyst-pros-and-cons/
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www.bls.gov/ooh/business-and-financial/financial-analysts.htm
“Financial Analysts Career: Everything You Need To Know In One Min.” OwlGuru.com - Find A Career That You Love, 28 Apr. 2020,
www.owlguru.com/career/financial-analysts/
Frederick, Matt. “Financial Analytics? What Is Financial Analytics?” ECapital Advisors, 12 Feb. 2020,
ecapitaladvisors.com/blog/what-is-financial-analytics/
Ruehlicke, Leah. “What's A Financial Analyst And How Do You Become One?” TalentEgg Career Incubator, 28 Oct. 2014,
talentegg.ca/incubator/2012/10/04/financial-analyst/
Segal, Troy. “Becoming a Financial Analyst.” Investopedia, Investopedia, 28 Aug. 2020,
www.investopedia.com/articles/financialcareers/06/financialanalyst.asp
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www.wayup.com/guide/what-is-a-financial-analyst/
Works Cited
(Images)
“CPA Professional Education Program: Elective Module – Finance.” CPA Canada, 20 July 2020,
www.cpacanada.ca/en/become-a-cpa/cpa-professional-education-program-becoming-a-cpa/cpa-professional-education-p
rogram-elective-modules/cpa-pep-elective-module-finance
.
“Financial Analyst Job Description - Skills, Education & Experience.” Corporate Finance Institute, 20 Nov. 2019,
corporatefinanceinstitute.com/resources/careers/jobs/financial-analyst-job-description/.
“Financial Services Firms Update In-House Technology on a Reactive Basis.” Acquisition International, 6 Mar. 2019,
www.acq-intl.com/financial-services-firms-update-in-house-technology-on-a-reactive-basis/.
“Pros and Cons of Online Advertising > Webnode Blog.” Webnode Blog, 12 June 2020,
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“Senior-Analyst-Financial-Analyst - Career Services: Embry-Riddle Aeronautical University.” Career Services | Embry-
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Thank
You!
