82 lines
3.2 KiB
Markdown
82 lines
3.2 KiB
Markdown
---
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name: financial-analyst
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description: "Occupational skill for the role 'financial analyst' (also: economic analyst, credit analyst, financial markets report writer, financial markets analyst, treasury analyst, financial markets specialist). Use when the user asks for typical financial analyst work such as: Analyze areas of potential risk to the assets, earning capacity, or success of organizations.; Analyze new legislation to determine impact on risk exposure.; Conduct statistical analyses to quantify risk, using statistical analysis software or econometric models."
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---
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# Financial Analyst
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Financial analysts conduct economic research and elicit valuable analyses on financial matters such as profitability, liquidity, solvency, and asset management. They provide recommendations on financial matters for decision-making processes. Financial analysts work in both the public and the private sector.
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## Core workflow
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1. Analyze areas of potential risk to the assets, earning capacity, or success of organizations.
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2. Analyze new legislation to determine impact on risk exposure.
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3. Conduct statistical analyses to quantify risk, using statistical analysis software or econometric models.
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4. Confer with traders to identify and communicate risks associated with specific trading strategies or positions.
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5. Consult financial literature to ensure use of the latest models or statistical techniques.
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6. Contribute to development of risk management systems.
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7. Determine potential environmental impacts of new products or processes on long-term growth and profitability.
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8. Develop contingency plans to deal with emergencies.
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## How to use this skill
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- Read [references/profile.md](references/profile.md) for the occupation profile and scope.
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- Consult [references/tasks.md](references/tasks.md) for the full task and activity inventory.
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- Check [references/skills.md](references/skills.md) for essential vs. optional competences.
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- Check [references/tools.md](references/tools.md) for the software commonly used in this role.
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- See [references/ai-skills.md](references/ai-skills.md) — matched external AI agent skills (per-source attribution).
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## Key competences (essential)
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- accounting
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- advise on financial matters
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- asset management
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- business analytics
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- business processes
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- consider economic criteria in decision making
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- create a financial report
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- digital data processing
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- economics
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- empirical analysis
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- financial management
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- fundamental analysis
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- interpret financial statements
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- investment banking
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- macroeconomics
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## Hot technologies
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- Intuit QuickBooks
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- IBM SPSS Statistics
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- SAS
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- TensorFlow
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- The MathWorks MATLAB
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- Microsoft Power BI
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- Tableau
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- Atlassian JIRA
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- Salesforce software
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- Apache Hive
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<!-- hot-tech -->
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## Hot technologies
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Top tools from 40 gated job ads (see references/market.md, as of 2026-07-11):
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- Microsoft Excel — 60 %
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- Microsoft PowerPoint — 25 %
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- Microsoft Word — 20 %
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- Tableau — 15 %
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- Microsoft Outlook — 12 %
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- SAP — 12 %
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- SQL — 12 %
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- Navy ERP — 10 %
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- Oracle — 10 %
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- Power BI — 10 %
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<!-- hot-tech -->
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---
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*Sources: ESCO v1.2.1 (http://data.europa.eu/esco/occupation/8d586ee9-0ab1-4155-a3b0-2ca786c8e48c), O*NET 30.3 (13-2054.00). See manifest.json for licensing/attribution.*
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