1. GENERAL PROVISIONS

1.1. This job description defines the functional duties, rights and responsibilities of a financial analyst.

1.2. Financial analyst is appointed to the position and dismissed from the position in accordance with the procedure established by the current labor legislation by order of the director of the organization.

1.3. The Financial Analyst of the Department reports directly to the Head of the Department.

1.4. A person with a higher professional (economic or engineering) education is appointed to the position of a financial analyst.

1.5. The financial analyst should know:

Legislative and regulatory legal acts regulating production and economic and financial and economic activities; regulatory and teaching materials concerning financial activities organizations; prospects for the development of the organization; the state and prospects for the development of sales markets for products (works, services); distribution order financial resources, efficiency definitions financial investments; tax law; economics, organization of production, labor and management; funds computer science, telecommunications and communications; fundamentals of labor legislation; labor protection rules and regulations.

2. FUNCTIONAL RESPONSIBILITIES

Financial analyst:

2.1. Analyzes the activities of the organization.

2.2. Analyzes financial information to predict economic conditions for further use in making investment decisions, to calculate future income and expenses.

2.3. Analyzes the feasibility of concluding contracts.

2.4. Collects economic, legal and industry information, as well as company financial reports and financial periodicals.

2.5. Collects data for financial reports.

2.6. Calculates financial ratios.

2.7. Performs financial research.

2.8. Assesses the level financial risk.

2.10. Prepares financial reports.

2.11. Uses statistical cost estimation methods.

The financial analyst has the right:

3.1. Request and receive necessary materials and documents related to the activities of a financial analyst.

3.2. Enter into relationships with departments of third-party institutions and organizations to resolve operational issues of production activities that are within the competence of a financial analyst.

3.3. Represent the interests of the organization in third-party organizations on issues related to the production activities of the organization.

4. RESPONSIBILITY

The Financial Analyst is responsible for:

4.1. Improper performance or non-performance of official duties provided for in this job description- within the limits determined by the current labor legislation of the Russian Federation.

4.2. Offenses committed in the course of carrying out their activities - within the limits determined by the current administrative, criminal and civil legislation of the Russian Federation.

4.3. Causing material damage - within the limits determined by the current labor and civil legislation of the Russian Federation.

Familiarized with the instruction: ___________________

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Most of us decided on the choice of our future profession at school. Those who love numbers and mathematical analysis since childhood - for those, becoming an economist may have been the goal. Who is an economist? Profession, lifestyle or state of mind? For us, an economist is a single whole of the profession, lifestyle and state of mind.

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Defines the functional duties, rights and responsibilities of a financial analyst. A financial analyst is appointed to a position and dismissed in accordance with the procedure established by the current labor legislation by order of the director of the organization. The Financial Analyst of the Department reports directly to the Head of the Department. A person with a higher professional (economic or engineering) education is appointed to the position of a financial analyst. The financial analyst should know:
- legislative and regulatory legal acts that regulate production, economic and financial and economic activities;
- regulatory and methodological materials relating to the financial activities of the organization;
- prospects for the development of the organization;
- the state and prospects for the development of sales markets for products (works, services);
- the procedure for the distribution of financial resources, determining the effectiveness of financial investments;
- tax law ;
- economics, organization of production, labor and management;
- means of computer technology, telecommunications and communications;
- basics of labor legislation;
- rules and regulations of labor protection

II. Job Responsibilities

Financial analyst:

Analyzes the activities of the organization. Analyzes financial information to predict economic conditions for further use in making investment decisions, to calculate future income and expenses. Analyzes the feasibility of concluding contracts. Collects economic, legal and industry information, as well as company financial reports and financial periodicals. Collects data for financial reports. Calculates financial ratios. Performs financial research. Assesses the level of financial risk. Gives recommendations about the time of investment and purchase and sale transactions. Prepares financial reports. Uses statistical cost estimation methods. _______________________________________________________________. _______________________________________________________________.

III. Rights

The financial analyst has the right:

Request and receive the necessary materials and documents related to the activities of a financial analyst. Enter into relationships with departments of third-party institutions and organizations to resolve operational issues of production activities that are within the competence of a financial analyst. Represent the interests of the organization in third-party organizations on issues related to the production activities of the organization. _______________________________________________________________. _______________________________________________________________.

IV. A responsibility

The Financial Analyst is responsible for:

For improper performance or non-performance of their official duties provided for by this job description, to the extent determined by the labor legislation of Ukraine. For offenses committed in the course of carrying out their activities - within the limits determined by the administrative, criminal and civil legislation of Ukraine. For causing material damage - within the limits determined by the current legislation of Ukraine. _______________________________________________________________. _______________________________________________________________.

APPROVE
CEO
Surname I.O. ________________
"________"_____________ ____ G.

1. General provisions

1.1. The financial analyst belongs to the category of specialists.
1.2. A financial analyst is appointed to a position and dismissed from it by order.
1.3. The financial analyst reports directly to the head of the department / .
1.4. During the absence of a financial analyst, his rights and obligations are transferred to another official, which is announced in the order for the organization.
1.5. A person with a higher professional (economic or engineering) education and similar work experience is appointed to the position of a financial analyst.
1.6. The financial analyst should know:
- legislative and regulatory legal acts regulating production, economic and financial and economic activities;
- tax, civil, banking, administrative legislation, legislation on advertising, accounting, securities market;
- regulatory and methodological materials relating to the financial activities of the organization;
- prospects for the development of the organization;
- the state and prospects for the development of sales markets for products (works, services);
- the procedure for the distribution of financial resources, determining the effectiveness of financial investments;
- tax law.
1.7. The financial analyst is guided in his activities by:
- legislative acts RF;
- Charter of the company, Internal labor regulations, other regulations companies;
- orders and directives of the management;
- this job description.

1. Functional responsibilities financial analyst

The Financial Analyst performs the following job responsibilities:

2.1. Analyzes the activities of the organization.
2.2. Analyzes financial information to predict economic conditions for further use in making investment decisions, to calculate future income and expenses.
2.3. Analyzes the feasibility of concluding contracts.
2.4. Collects economic, legal and industry information, as well as company financial reports and financial periodicals.
2.5. Collects data for financial reports.
2.6. Calculates financial ratios.
2.7. Performs financial research.
2.8. Assesses the level of financial risk.
2.9. Gives recommendations about the time of investment and purchase and sale transactions.
2.10. Prepares financial reports.
2.11. Uses statistical cost estimation methods.

1. Rights of a financial analyst

The financial analyst has the right:

3.1. Request and receive the necessary materials and documents related to the activities.
3.2. Enter into relationships with departments of third-party institutions and organizations to resolve operational issues of production activities.
3.3. Represent the interests of the organization in third-party organizations.
3.4. Submit proposals for the management to improve the work related to the responsibilities provided for in this job description.

1. Financial Analyst Responsibilities

The Financial Analyst is responsible for:

4.1. For non-performance and / or untimely, negligent performance of their duties.
4.2. For non-compliance with current instructions, orders and orders for the preservation of trade secrets and confidential information.
4.3. For violation of the internal labor regulations, labor discipline, safety regulations and fire safety.
4.4. For offenses committed in the course of carrying out their activities - within the limits determined by the current administrative, criminal and civil legislation of the Russian Federation.
4.5. For causing material damage - within the limits determined by the current labor and civil legislation of the Russian Federation.

JOB DESCRIPTION OF A FINANCIAL ANALYST

I approve _____________________________ (Surname, initials) (name of the organization, its ________________________________ organizational - legal form) (director; other person authorized to approve the job description) 00.00.201_g. m.p. JOB INSTRUCTIONS FOR FINANCIAL ANALYST ----------------------- (name of institution) 00.00.201_g. №00 I. General provisions 1.1. This job description establishes the rights, responsibilities and duties of a financial analyst ____________________________ (hereinafter referred to as the "enterprise"). Name of institution 1.2. The financial analyst belongs to the category of specialists. 1.3. A person appointed to the position of a financial analyst must have: - higher economic or engineering economic education; - CFA (Certified Financial Analyst - certified financial analyst) certificates of the Institute of Certified Financial Analysts of the United States, or CIIA (Certified International Investment Analyst - certified international investment analyst) of the Association of International Investment Analysts ACIIA, or FRM (Financial Risk Manager - financial risk manager) of the Global Risk Association GARP; - at least _________ work experience in the specialty. 1.4. Appointment to the position of a financial analyst and dismissal from it is carried out on the basis of the order of the head of the enterprise on the proposal of ______________________________________. 1.5. The Financial Analyst reports directly to ____________________________. 1.6. The financial analyst should know: — tax, civil, banking, administrative legislation; — legislation on advertising, accounting, securities market; — regulatory and methodological materials relating to the financial activities of the company; - orders, instructions, instructions, instructions and other normative and administrative documents regulating the work of a financial analyst; — legislative and regulatory legal acts regulating industrial and economic and financial and economic activities; — macro- and microeconomics; — financial reporting and its analysis; — corporate finance; — portfolio investment management; — derivative financial instruments, other financial market instruments; — alternative investments; — methods of analysis and evaluation equity companies; — corporate finance; — the state and prospects for the development of sales markets for products (works, services); - the procedure for the distribution of financial resources, determining the effectiveness of financial investments; — ways to evaluate and analyze fixed income securities; — assessment and management of credit risks, market risks, risks at the operational and corporate levels, legislative regulation and ethical standards risk management and investment management; — economics, organization of production, labor and management; - means of computer technology, telecommunications and communications; — basics of labor legislation; – company charter, internal labor regulations; — rules and norms of labor protection; — rules and norms of safety, industrial sanitation and fire protection; — professional ethics and standards; — Prospects for the development of the company. II. Job responsibilities The financial analyst performs the following job responsibilities: 2.1. Performs systematic analysis financial information activities of the company to calculate future income and expenses. 2.2. Analyzes the situation on the market of relevant goods (works, services). 2.3. Prepares financial reports and statistical observations of the company's activities, to illustrate which he draws up mathematical and statistical charts and graphs. 2.4. Analyzes information containing information about the company's financial activities in order to predict economic conditions for the purpose of their further use in making investment decisions. 2.5. Examines information on prices for goods (works, services) in order to determine trends in investment risks and economic events in order to determine the conditions and the moment of investment that are most favorable and beneficial for the company. 2.6. Provides consultations on various financial matters. 2.7. Gives recommendations about the time of investment and transactions of purchase and sale. 2.8. Carries out the purchase of investments for the company in accordance with the policy of the company. 2.9. Selects relevant economic legal industry information, financial periodicals. 2.10. Collects and analyzes the information necessary for the subsequent preparation of the financial statements of the company and the calculation of financial indicators of its activities. 2.11. Carries out research and assessment of the level of the company's financial markets, paying attention to the current economic situation. 2.12. Analyzes the financial feasibility of concluding various civil law contracts and other transactions by the company. 2.13. Conducts financial market research of relevant goods, works or services. 2.14. Tracks modern tendencies and major events in various segments of the economy, the latest Scientific research in the field of economics, finance, securities market. 2.15. Keeps official and commercial secrets. 2.16. Complies with the rules of internal labor regulations, labor protection, safety, industrial sanitation and fire protection. 2.17. Contributes to the financial prosperity and well-being of the company. 2.18. Raises your professional level. III. Rights The financial analyst has the right to: 3.1. Contact the management of the enterprise: - with the requirements of assistance in the performance of their duties and rights; - with proposals for improving the work that is related to the responsibilities provided for in this instruction. 3.2. Sign and endorse documents within their competence. 3.3. Involve specialists from all (individual) structural divisions in solving the tasks assigned to him (if this is provided for by the provisions on structural divisions if not - with the permission of the head). 3.4. Get acquainted with the draft decisions of the management of the enterprise regarding its activities. 3.5. Represent the interests of the organization in third-party organizations on issues related to the production activities of the company. 3.6. Interact with employees of all departments. 3.7. Request and receive from heads of departments and other specialists information and documents necessary for the performance of their duties. IV. Responsibility The financial analyst is responsible for: 4.1. In case of causing material damage within the limits determined by the civil and labor legislation of the Russian Federation. 4.2. In the event of the commission of offenses in the course of carrying out its activities within the limits determined by the criminal, administrative and civil legislation of the Russian Federation. 4.3. In case of improper performance or non-performance of their official duties, which are provided for by this job description, within the limits determined by the labor legislation of the Russian Federation. : _____________ __________________ (signature) (surname, initials) 00.00.201_ I am familiar with the instructions, one copy received: _____________ __________________ (signature) (surname, initials) 00.00.20__

The profession of a financial analyst has recently appeared on the Russian market. For the first time, financial analysts appeared in Western companies where a culture of control and proper distribution of incoming Money. For many Russian companies the name “economist” was more familiar, although in essence and content of the functionality, this is the same financial analyst, a specialist in a certain market sector. Subsequently Russian business started trying to get closer international standards on many parameters, including the names of positions. So the position of a financial analyst has become widespread in our country. Now it exists both in large enterprises and in banks and brokerage companies. It should be noted that financial controllers have also appeared in many companies, which in essence and content fully correspond to financial analysts and are sometimes mistakenly taken by candidates for higher levels and grades. The difference can only be in the case when people appear in submission. In this case, it is most likely that you will be called financial controller, and in your submission you will have financial analysts. But it's all individual and varies from company to company.

Profession functionality

The main responsibilities of any financial analyst include the analysis of the company's financial information. This professional works with the budgets of enterprises, analyzes cash flows, conducts investment analysis prepares management reports. In fact, the Financial Analyst acts as a translator accounting information into a language accessible to the management of the organization. The work is mainly carried out in the Excel database, where you have to process large amounts of data. Using Excel, the financial analyst consolidates data for different periods, checks calculations, etc. Also in parallel, work is underway with ERP systems such as 1C, SAP, JD Edwards, etc. The final product of the work of a financial analyst, in most cases, is a management reporting package that is used by the organization's management to make management decisions.

Features in companies of different industries

There are 3 main sectors where financial analysts are represented: state companies, banking business and commercial organizations. When choosing a future place of work, it must be taken into account that, having started working, for example, in banks, it will be difficult for you to move to a commercial organization or a state one. This is due to the fact that for all these three sectors, the chart of accounts is quite different, and for the employer it often becomes a critical moment, the availability of relevant experience. Therefore, before choosing any of the directions, you need to carefully weigh the pros and cons of these sectors and choose the closest and most interesting for yourself in the long term.

Features in companies of different sizes

Depending on the size of the company, the block of tasks for which the financial analyst is responsible changes. It is believed that what less company, the wider the task. But in smaller companies, the analysis can be less in-depth and sometimes superficial. Accordingly, in large companies A financial analyst will most likely be responsible for a specific function: sales, marketing, logistics, or one part of P&L: revenue or expenses. At the same time, in case of concentration on any block, the financial analyst will have the opportunity to dive deeper into his area, to study it thoroughly.

Candidate requirements: competencies

For the position of a financial analyst, candidates are considered primarily with a higher economic or accounting education. A minimum of 1 year of experience is usually required. This is quite achievable for those who have spent the fifth year of the institute on an internship in a company as an accountant, auditor or even a junior financial analyst. If they are already looking for a candidate with experience, then, firstly, they will look for him to be from the same sector as the company (commercial ones look from commercial organizations, banking only from banks, etc.). Having experience in a similar industry can also be decisive. Just as pharmaceutical companies love candidates from their industry, since they no longer have to explain their specifics, FMCG will also most likely give preference to a candidate from their field. But at the same time, one cannot be 100% sure of this, because personal qualities are also extremely important. I would also like to mention those competencies, the presence of which is extremely important for a successful financial analyst. First of all, it is perseverance and patience, the ability to correctly prioritize and manage your time, because you will have to constantly work with huge arrays of dry data, not miss the smallest details, process them and make the numbers come to life and turn into high-quality data that will perhaps allow your manager to bring the company to a complete new level profitability. I would also like to note the ability to analyze, think outside the box, generalize information. I would like to pay special attention English language. Without good level ownership of it, a career in international company will be very difficult to build.

Candidate requirements: personal qualities

Of the main personal qualities, which are present in successful financial analysts, it is worth noting responsibility, accuracy, emotional stability and meticulousness in relation to details. I already talked about perseverance in the previous paragraph, but I would like to focus on this, because without it it will be extremely difficult for a financial analyst. In my opinion, natural curiosity is also important, the desire to constantly look for causal relationships and ask the question: “What if we try differently?”. And do not forget about perseverance, because without it you cannot break through the wall of misunderstanding and disagreement from the business, which you are constantly doomed to stumble upon choosing this profession. Communication skills are an integral part of being a financial analyst, especially if you are in charge of the finances of departments such as marketing or sales. Ability to line up with them partnerships, find a common language, be on the same wavelength - one of the most important qualities of a successful financial analyst.

Compensation level

For Moscow start wage financial analyst with minimum work experience, about 50-60,000 rubles.

With work experience from one to three years - 65-90 thousand rubles.

With work experience over three years - 90-120 thousand rubles.

Financial analysts with over 5 years of experience can apply for 150 thousand rubles.

The size of the company is most often not of decisive importance, but it should be taken into account that in an international company the level of compensation is often several times ahead of the Russian business. Also, the level of salaries depends on the industry of the company. For example, the pharmaceutical market offers some of the highest salaries. B2B companies, on the contrary, are often below the market.