Financial Analyst cum EA Job Description Template
The Financial Analyst cum EA will be responsible for providing vital financial insights and executive support. This position requires a deep understanding of financial principles, analytical skills, and the ability to manage executive-level tasks efficiently.
Responsibilities
- Analyze financial data and create detailed reports.
- Support budgeting and forecasting activities.
- Assist in preparing executive level presentations.
- Manage executive calendar and schedule meetings.
- Coordinate travel arrangements and manage expenses.
- Develop financial models to support business decisions.
- Provide strategic recommendations based on financial analysis.
- Collaborate with various departments to gather financial information.
- Ensure compliance with financial policies and regulations.
Qualifications
- Bachelor's degree in Finance, Accounting, or related field.
- Minimum of 3-5 years of experience in financial analysis and executive assistance.
- Strong understanding of financial principles and practices.
- Excellent organizational and multitasking abilities.
- High level of proficiency in Microsoft Office Suite and financial software.
- Exceptional written and verbal communication skills.
- Ability to handle confidential information with discretion.
- Strong attention to detail and accuracy.
Skills
- Financial Analysis
- Budgeting
- Forecasting
- Financial Modeling
- Microsoft Excel
- PowerPoint
- Financial Reporting
- Executive Support
- Calendar Management
- Expense Management
Frequently Asked Questions
A Financial Analyst cum EA is responsible for supporting senior executives with financial data analysis and administrative tasks. This role combines financial forecasting, budgeting, and reporting with executive administrative duties such as scheduling, communication management, and strategic planning support. Expertise in data analysis software and excellent organizational skills are essential.
To become a successful Financial Analyst cum EA, one should acquire a degree in finance, economics, or a related field, complemented by strong administrative skills. It is beneficial to gain experience with financial software like Excel and ERP systems. Developing multitasking abilities and achieving certifications in financial analysis or executive assistance can enhance job prospects and efficiency.
The average salary for a Financial Analyst cum EA varies based on location, experience, and industry. Typically, salaries are competitive due to the dual nature of the role, which requires both finance expertise and administrative capabilities. Individuals with specialized skills in finance and executive assistance may command higher compensation packages.
A Financial Analyst cum EA generally requires a bachelor's degree in finance, business administration, or related fields. Additionally, certifications like CFA, CPA, or administrative executive training can be advantageous. Employers value candidates with strong analytical skills, proficiency in financial software, and excellent organizational abilities to manage executive tasks.
A Financial Analyst cum EA must possess strong analytical and quantitative skills to manage financial data and forecasting. Proficiency in financial software and tools, along with exceptional organizational and communication skills for supporting executive tasks, is crucial. Key responsibilities include financial reporting, managing schedules, preparing executive correspondence, and assisting with strategic financial planning.