Occupation
Financial analyst
Financial analysts pull together financial and operating information so an organisation can judge how it is performing and what a decision would cost. Much of the day is spent in models and reporting tools, but the output is usually a recommendation someone has to be able to follow and challenge.
Also known as: Corporate finance analyst · FP&A analyst · Business finance analyst · Planning and analysis analyst
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Occupation content
Part of Finance, accounting and insurance
A visual day in the work
What the work involves
Build and maintain models of revenue, cost, cash, and capital plans.
Compare actual results with forecast and explain the drivers behind gaps.
Prepare board, budget, or investment papers with clearly stated assumptions.
Evaluate business cases and test how sensitive they are to key variables.
Pull operational and market data together into a consistent reporting view.
Present findings to finance and non-finance stakeholders.
Entry-route stepper
How people commonly enter
A degree in finance, accounting, economics, mathematics, or business.
A graduate scheme or analyst programme in a corporate finance or FP&A team.
A professional finance or accounting qualification taken alongside a finance role.
Progression from accounting, business analysis, or data analysis into a finance analyst role.
Typical training: Bachelor's degree
Licensing: Certification common, not usually required
Work-context map
Typical work context
- Desk based
- Team based
- Hybrid office
- Fast paced
Desk based · Team based · Hybrid office · Fast paced
Related interests
- Investigative (analytical)
- Conventional (organizing)
- Enterprising (leading)
Investigative (analytical) · Conventional (organizing) · Enterprising (leading)
Related aptitude preparation
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Skills to practise
Practice suites
Related learning
Family-level learning links for Finance, accounting and insurance.
Official sources
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Labour-market context (not part of exploration match)
This is broad family-level context for Finance, accounting and insurance in Canada, not a figure for Financial analyst. It does not affect matching scores and is not an eligibility determination.
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Finance, accounting and insurance: education pathways
Some roles in Finance, accounting and insurance may be regulated. Confirm whether the specific role requires registration, certification, or a jurisdiction-specific licence.
Canada Job Bank Career Planning · Canada · Current official profile; consult source for its release period
Finance, accounting and insurance: licensing
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