Financial Modeling Job Description

Job Description for Financial Modeling

A financial modeling job description is what describes the work of anyone working in investment banking, equity research, private equity, corporate development, and other areas of corporate finance. The main responsibilities include analyzing financial information, linking the three financial statements in Excel, analyzing transactions, performing sensitivity analysis, creating presentations, and doing ad hoc analysis. To learn more about the skills required, see the relevant resources below.


Financial Modeling Job Description

Additional Questions and Answers

CFI is the official global provider of financial modeling and valuation analyst FMVA Designation. CFI’s mission is to help anyone become a world-class financial analyst and has a wide range of resources to help you along the way.

In order to become a great financial analyst, below are some additional questions and answers for you to explore further:

  • What are the types of financial models?
  • What is sensitivity analysis?
  • What is bookkeeping?
  • What are the most common valuation methods?

Example Excel Model

Below is a screenshot from one of CFI’s online analyst training and certification courses, offered 100% online.

To learn How to Build an Excel Model step-by-step, click on the image below.

financial modeling questions and answers

Analyst Certification Program

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