Financial Responsibilities: Describe the responsibilities of a financial analyst. Write five to seven bullet points outlining the responsibilities a financial analyst has. Use complete sentences. Financial Management Decisions: Discuss the importance of analyzing and managing finances to help make business decisions. Give examples to support your claims. Consider the bullet points you outlined in the previous section. Then write a brief paragraph that answers the following questions. Use examples to support your claims. How do those responsibilities help inform management decisions? What would happen if management didn’t have this information? Accounting Principles: Explain how to use accounting principles to analyze a business’s financial health. Give examples to support your claims. Write a brief paragraph that explains how financial analysts use accounting principles to analyze a business’s financial health. In your section, also answer the following questions: What accounting information do financial analysts use? What would happen if that information was not available or was not accurate?

Essentials Of Investments
11th Edition
ISBN:9781260013924
Author:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Publisher:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Chapter1: Investments: Background And Issues
Section: Chapter Questions
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You’ve been an entry-level financial analyst for six months. Your supervisor plans to fill another entry-level financial analyst position on your team. Your supervisor has asked you to create a job aid for the financial analyst role. The purpose of the job aid is to help the new hire move smoothly into the position. The job aid must describe the responsibilities of a financial analyst. It must also explain the impact the role has on a business.

 

a job aid for a new hire to an entry-level financial analyst position. Your job aid should be thorough. But it should also be easy to understand for someone new to finance. To complete this assignment, you’ll use the Project One Financial Analyst Job Aid template (linked in the What to Submit section).

In your job aid, you’ll give a general overview of financial management and its importance to a business. Specifically, it would help if you addressed the following:

  1. Financial Responsibilities: Describe the responsibilities of a financial analyst.
    1. Write five to seven bullet points outlining the responsibilities a financial analyst has. Use complete sentences.
  1. Financial Management Decisions: Discuss the importance of analyzing and managing finances to help make business decisions. Give examples to support your claims.
    1. Consider the bullet points you outlined in the previous section. Then write a brief paragraph that answers the following questions. Use examples to support your claims.
      1. How do those responsibilities help inform management decisions?
      2. What would happen if management didn’t have this information?
  1. Accounting Principles: Explain how to use accounting principles to analyze a business’s financial health. Give examples to support your claims.
    1. Write a brief paragraph that explains how financial analysts use accounting principles to analyze a business’s financial health. In your section, also answer the following questions:
      1. What accounting information do financial analysts use?
      2. What would happen if that information was not available or was not accurate?
  1. Financial Statements: Describe how financial statements help businesses make finance-related decisions. Give examples to support your claims.
    1. Think about how financial analysts identify the information contained in financial statements. Use examples to support your claims. Then write a brief paragraph that answers the following questions.
      1. What do financial analysts need to do their job?
      2. What types of finance-related business decisions would this information help businesses to make?
  1. Financial Terminology: Explain how a financial analyst uses key financial terms daily. Make sure your response is clear and easy to understand.
    1. Define each term listed below. Then, for each time, write one or two sentences showing how a financial analyst might use the word. In your response, imagine the analyst is communicating with management, helping them make an important decision.
      1. Financial statement
      2. Liquidity
      3. Working capital
      4. Diversification
      5. Time value of money
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