Financial analyst

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

189 skill packs · 39 MCP servers · 8 plugins

More specific roles under it: Investment analyst, Risk analyst

Role

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Industry

All industries SaaS and B2B software Consumer apps E-commerce and retail Fintech and payments Healthcare Marketplaces and platforms Games and live ops Banking and insurance Media and publishing Education Government and public sector Manufacturing and industrial Logistics and transportation Real estate and construction Travel and hospitality Telecommunications Energy and utilities Automotive Biotech and pharma Agencies and consulting Nonprofit Legal services AI and developer tools Crypto and web3

Workflows for this work

The job in 4 areas. Each part is a workflow: open it for its steps and the tools that do each one. Built from occupational data and the field's own body of knowledge; sources at the end.

Financial analyst155 skill packs · 53 MCP servers · 6 pluginsEach part is a workflow. The number beside it is how many tools help with it

1Plan and budget

Turn the company's plans into a budget and keep the forecast current.

2Build financial models

Use spreadsheets and models to answer money questions before decisions are made.

3Explain performance

Show what happened against plan and why.

4Advise the business

Turn analysis into advice that managers and leaders can act on.

Sources for this tree, 3

Body of knowledgeFPAC Test Specifications (Certified Corporate FP&A Professional exam)Association for Financial Professionals (AFP)
Occupational dataBudget Analysts (13-2031.00), O*NET OnLine summary reportNational Center for O*NET Development, for the U.S. Department of Labor
Occupational dataFinancial and Investment Analysts (13-2051.00), O*NET OnLine summary reportNational Center for O*NET Development, for the U.S. Department of Labor

O*NET occupations consulted: 13-2051.00, 13-2031.00. Read on 2026-10-04.

Everything suggested for this role

Each pick says which of the role's tools or work it matched. Auto-listed means automated checks only.