Front page / By role / Finance and risk

1. Financial analyst

   Builds the budget, forecast and models, and explains to leaders what the numbers mean.

   Also called FP&A, finance analyst

   The work

   1. 1Plan and budget
   2. 2Build financial models
   3. 3Explain performance
   4. 4Advise the business

   See the work and its tools

   • Investment analyst

     Researches companies and markets to decide where money should be invested.

   • Risk analyst

     Measures and limits risk, such as credit, fraud or market risk, with models and monitoring.

2. Accountant

   Keeps the books: records transactions, closes each month, reconciles accounts and prepares filings.

   Also called bookkeeper, CPA, accounting

   The work

   1. 1Keep the books
   2. 2Close and report
   3. 3Handle taxes
   4. 4Check controls and audit

   See the work and its tools

   • Finance manager or controller

     Leads finance or accounting: owns the close, the controls, the reports to leadership and the audit.