Financial Analyst & Planner

Organize

A budget is telling your money where to go instead of wondering where it went.

Dave Ramsey
Financial Analyst & Planner

In A Nutshell

I help people and businesses understand their money and make plans to save and grow it.

I guide clients to make smart investments and business decisions by ensuring financial data is complete and accurate.

I provide reports to management teams to support better planning and decision-making.

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Potential Salary Range

$62,000 - 85,000 Annually

Which provinces would this job be in?

Alberta AB
Alberta
British Columbia BC
British Columbia
Manitoba MB
Manitoba
New Brunswick NB
New Brunswick
Newfoundland & Labrador NL
Newfoundland & Labrador
Nova Scotia NS
Nova Scotia
Ontario ON
Ontario
Prince Edward Island PEI
Prince Edward Island
Quebec QC
Quebec
Saskwatchewan SK
Saskwatchewan

I dive into numbers and trends to help farmers and ag businesses make smart financial choices. Whether writing reports or meeting with clients, I love turning data into plans that help farms grow stronger and succeed. Helping people secure their future in agriculture makes my work exciting every day.

Workplace

Indoor

Job Requirements & Duties

  • Help clients understand their finances and set goals for growth and stability
  • Analyze economic trends, commodity prices, and market patterns that affect agriculture and food businesses
  • Review financial records, budgets, and past data to make informed recommendations
  • Develop financial plans that help clients manage money, invest wisely, and fund agricultural projects
  • Prepare clear reports and summaries explaining financial strategies and recommendations
  • Provide guidance to clients and teams on urgent financial decisions related to operations, investments, or purchases
  • Work with clients to plan budgets, manage expenses, and attend meetings to support financial decisions

Education & Training

  • A university degree in business, accounting, finance, economics, or math is usually required. Experience with agricultural businesses or farm finances is helpful.
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Job Outlook

    Financial analysts and planners are consistently needed, particularly in agriculture and food businesses. Skilled professionals provide essential guidance to help farms and agribusinesses manage finances, adopt new technologies, and navigate changing markets.

Related School Subjects

69 Math
Social Studies
Career Education

What words come to mind when thinking about this career?

Financial Money Economic Planning Analysis Investment Business Strategy Advising

Important Skills

Money Management

I analyze financial data to help farmers and agribusinesses make informed decisions about budgets, investments, and managing money effectively.

Analytical Thinking

I review data on things like crop prices, production costs, and market trends to help agriculture businesses make smart financial choices.

Organizational

I manage records, track budgets, and meet deadlines while adapting to changes in agricultural schedules and priorities.

Verbal Communication

I explain financial information in simple ways so farmers, suppliers, and team members can understand and make decisions with confidence.

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The Best Things About This Job Are…

Pays Well
Continuous Learning
Has Business Perks
Independent Work