Financial Forecasting Expert Job Description Template

Financial forecasting experts apply a mixture of quantitative and qualitative analysis to build custom financial models used to inform company-wide decision making and guide management into the future.


Accurate sales forecasting needs to be a priority for businesses of every size, as the expected volume of sales has major implications for the entire business. While projections of achievable sales revenue can be arrived at through both qualitative and quantitative methods, the challenge lies in selecting the right method for the scenario at hand. Because of this, it’s essential to have a seasoned financial forecasting expert look at historical sales data, interview your sales team, and apply a comprehensive understanding of market trends to help your business arrive at the most accurate forecast possible, using the best methodology available.

Financial Forecasting Expert Job Description Template

Copy this template, and modify it as your own:

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.


  • 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

Recent Financial Forecasting Articles by Toptal Finance Experts

How to Hire a Great Financial Forecasting Expert

Financial forecasting experts provide the industry knowledge and deep analytical skills needed to forecast sales volume and supply chain metrics with confidence. This guide provides a breakdown of the key skills and attributes you'll want in a financial forecasting expert.

Read Hiring Guide

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