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The Financial Analyst II is responsible for performing complex duties involved in compiling, analyzing, and reporting financial performance. This position is governed by state

Class Code:


Job Grade:


Special Job Requirements:

Occasional overnight travel is required.

Typical Functions:

Analyzes financial information to produce forecasts of business, industry, and economic conditions for use in making investment decisions. Maintains knowledge and stay abreast of developments in the fields of industrial technology, business, finance, and economic theory. Interprets data affecting investment programs, such as price, yield, stability, future trends in investment risks, and economic influences. Monitors fundamental economic, industrial, and corporate developments through the analysis of information obtained from financial publications and services, investment banking firms, government agencies, trade publications, company sources, and personal interviews. Recommends investments and investment timing to companies, investment firm staff, or the investing public. Determines the prices at which securities should be syndicated and offered to the public. Evaluates and compare the relative quality of various securities in a given industry. Presents oral and written reports on general economic trends, individual corporations, and entire industries. Performs other duties as assigned.

Knowledge, Abilities, and Skills:

Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data. Knowledge of mathematics and statistical analysis. Ability to analyze financial reports, financial statements, and other records to evaluate the current financial condition of a company or feasibility of financial proposals. Ability to read and understand information and ideas presented in writing. Ability to apply general rules to specific problems to produce accurate resolutions.

Minimum Qualifications:

The formal education equivalent of a bachelor’s degree in accounting, finance, business administration, or a related field; plus three years of experience in financial analysis or management. Additional requirements determined by the agency for recruiting purposes require review and approval by the Office of Personnel Management. OTHER JOB RELATED EDUCATION AND/OR EXPERIENCE MAY BE SUBSTITUTED FOR ALL OR PART OF THESE BASIC REQUIREMENTS, EXCEPT FOR CERTIFICATION OR LICENSURE REQUIREMENTS, UPON APPROVAL OF THE QUALIFICATIONS REVIEW COMMITTEE.

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