Financial Forecasting Expert Job Description Template

Company Introduction:

{{Write a short and catchy paragraph about your company. Provide information about the company’s culture, perks, and benefits. Mention office hours, remote working possibilities, and anything else that makes your company interesting.}}

Job Description:

A financial forecasting expert helps management think about and prepare for the future. While forecasting has applications to a wide range of disciplines, the ideal candidate will have experience in sales forecasting and supply chain management.

The ideal candidate will be an expert financial modeler with deep industry knowledge. As the forecast may require an understanding of a local market and a niche customer base, the best candidate will also have a grounding in market research, including comfort in surveying customers.

Responsibilities:

• Work with management to understand the scope and use of the forecast and to provide a project plan with key deliverables listed by date
• Determine the optimal method for forecasting, taking into account the context of the forecast, availability of data, the degree of accuracy desired, and the timeline available
• Conduct competitor and consumer market research to uncover ratios and trends ultimately used to inform the forecast
• Gather and analyze numerical data, such as consumer spending and economic trends
• Present findings in such a way that it ties takeaways to clear recommendations and operational decisions

Skills and Qualifications:

• Bachelor’s degree in finance, operations, research, statistics, math, economics, or related analytical discipline preferred
• Deep understanding of qualitative and quantitative forecasting methods
• Financial management experience with planning, forecasting, and business analysis
• Advanced Excel proficiency. 3+ years of practical experience of using Excel for building and maintaining financial models
• Proficiency with analytical and presentation tools ({{Excel pivot tables, SQL queries, graphing, PowerPoint}})
• Experience within {{preferred industry}}
• A natural curiosity and a “big picture” mentality
• Excellent spoken and written communication