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Financial Analysis

Knowledge of and ability to read, interpret and draw accurate conclusions from financial and numerical material.

Behavior Statements

Proficiency Level 1 - Basic understanding

Describes the concepts behind financial analysis and implications of financial data.

Explains how financial statements are organized and the type of information they provide.

Lists activities and responsibilities of financial analysts.

Identifies major types of financial statements issued by the organization.

Proficiency Level 2 - Working experience

Works with a specific financial analysis tool set.

Utilizes basic qualitative and quantitative tools and techniques with proficiency.

Implements valid financial analysis aligned with key criteria.

Interprets major types of financial statements issued by the organization.

Applies principles used to evaluate the economics of investment decisions.

Proficiency Level 3 - Extensive experience

Advises others on a variety of financial tools, techniques and approaches.

Conducts and documents analyses of a variety of financial statements and indicators.

Evaluates financial statements and ensures regulatory compliance.

Directs others work with financial and cash flow ratios and trend analyses.

Oversees financial analysis to evaluate organizational and managerial performance.

Anticipates the potential impact of decisions based on financial data analysis.

Proficiency Level 4 - Subject matter depth and breadth

Leads others on the full spectrum of financial analyses.

Adapts financial analysis methods to support organizational goals.

Consults on all major financial analysis approaches, quantitative and qualitative measures.

Champions the use of new technologies and tools for analyzing financial data.

Predicts industry trends and their potential impact on the organization.

Directs others in interpreting and drawing reliable conclusions from industry financial data.

Interview Questions

  • What are some common financial analyses used in your industry or market? How did you become familiar with these concepts?
  • What was your role in the organization's financial analysis function?
  • Tell me about a time when your organization altered its business plan in response to financial analysis you conducted.
  • Tell me about your past experience of using financial analysis results to make successful investment decisions.

Titles with Shared Competencies