ZipRecruiter

Log In

1

Finance Analyst Trainee Jobs (NOW HIRING)

Civista Bank

Credit Analyst Trainee

Sandusky, OH · On-site

Under supervision, the Credit Analyst Trainee will conduct credit investigations, prepares and interprets financial statements for detailed spreading, and analyzes routine credit information ...

City of New York

Accountant

Manhattan, NY · On-site

$59K/yr

The Accounting unit is responsible for accounts payable, financial reporting and maintaining all ... STAFF ANALYST TRAINEE - 12749 Qualifications A baccalaureate degree from an accredited college.

City of New York

Accountant

Manhattan, NY · On-site

$59K/yr

The Accounting unit is responsible for accounts payable, financial reporting and maintaining all ... STAFF ANALYST TRAINEE - 12749 Qualifications A baccalaureate degree from an accredited college.

next page

Showing results 1-20

All JobsFinance Analyst JobsFinance Analyst Trainee Jobs

Finance Analyst Trainee information

See salary details

$45.5K

$87.6K

$133K

How much do finance analyst trainee jobs pay per year?

As of Jul 13, 2026, the average yearly pay for finance analyst trainee in the United States is $87,563.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,000.00 and $111,500.00 per year, depending on experience, location, and employer.

What is the difference between Finance Analyst Trainee vs Finance Analyst?

AspectFinance Analyst TraineeFinance Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; some internships or courseworkBachelor's degree; often requires some experience or certification (e.g., CFA level 1)
Work EnvironmentTraining programs, entry-level tasks, supervised projectsIndependent analysis, reporting, client interaction, more responsibility
Employer & Industry UsageInternship or entry-level position in finance firms, banks, corporationsFull-time role in finance departments, investment firms, banks

The main difference between a Finance Analyst Trainee and a Finance Analyst is experience level and responsibility. Trainees are in training, focusing on learning and supporting tasks, while Analysts handle independent analysis and decision-making. Trainees are ideal for those starting their finance careers, whereas Analysts are more experienced professionals.

What are the key skills and qualifications needed to thrive as a Finance Analyst Trainee, and why are they important?

To thrive as a Finance Analyst Trainee, you need a solid understanding of financial principles, analytical skills, and a degree in finance, accounting, or a related field. Familiarity with financial modeling, Microsoft Excel, and ERP systems like SAP or Oracle is typically required. Strong attention to detail, effective communication, and problem-solving abilities help you stand out in this position. These skills and qualities are crucial for accurately interpreting financial data, supporting strategic decisions, and contributing to organizational success.

What does a Finance Analyst Trainee do?

A Finance Analyst Trainee supports senior finance analysts and managers by assisting with data collection, financial modeling, and report preparation. They help analyze financial statements, monitor budgets, and identify trends to aid business decision-making. Trainees often participate in various projects to learn about forecasting, cost analysis, and investment evaluation. This entry-level role is designed to provide hands-on experience and develop foundational skills for a career in finance.

What are some common challenges faced by Finance Analyst Trainees during their first year, and how can they effectively overcome them?

Finance Analyst Trainees often encounter challenges such as managing large volumes of data, adapting to fast-paced reporting cycles, and learning complex financial systems. It's normal to feel overwhelmed at first, but proactively seeking guidance from senior analysts, utilizing training resources, and regularly practicing analytical tools like Excel and financial modeling can help build confidence. Collaborating with team members and asking questions is encouraged, as it not only accelerates learning but also helps trainees become valuable contributors to the finance team.
What cities are hiring for Finance Analyst Trainee jobs? Cities with the most Finance Analyst Trainee job openings:
What are the most commonly searched types of Finance Analyst jobs? The most popular types of Finance Analyst jobs are:
What states have the most Finance Analyst Trainee jobs? States with the most job openings for Finance Analyst Trainee jobs include:
Finance Analyst Trainee jobs near you
Credit Analyst Trainee

Credit Analyst Trainee

Civista Bank

Sandusky, OH • On-site

Other

Posted 19 days ago

Civista Bank rating

8.3

Company rating: 8.3 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

40th of 149 rated banks

Job description

Civista Bank
Description:

Position Purpose: Under supervision, the Credit Analyst Trainee will conduct credit investigations, prepares and interprets financial statements for detailed spreading, and analyzes routine credit information pertaining to Commercial Loan Requests and Loan Reviews Prepares reports and information for management and Loan Committees; furnishes information in relation to credit inquiries; provides assistance to commercial loan officers as request.


Description of Duties, Responsibilities and Expectations:

  • Investigating all available sources of credit and financial information, including reporting services, credit bureaus, other companies, bank references, and in-house credit information.
  • Spreading and analyzing financial statements and related material using the appropriate software programs.
  • Under supervision, preparing summaries, presenting facts, and offering opinions concerning credit worthiness.
  • Summarize conclusions in Loan Presentations and Loan Reviews.
  • Conduct analysis of the market (customers) and industry (competition, suppliers, and potential new entrants) and management teams.
  • Assist with special projects and reporting assignments in Credit Administration.
  • Know and understand Bank/Credit policies and procedures.
  • To provide computer support, including data entry, in the maintenance of the loan analysis systems.
  • Understand new and pending laws and regulations that affect the organization's credit practices.
  • Participate in the ongoing development of commercial credit policies and procedures that safeguard the Bank.
  • To provide and maintain reporting requirements on Bank customers' credit obligations.
  • Recommend risk grade changes.
  • Complete Loan Reviews as directed by Lead Loan Review Analyst or Credit Administration Manager.


Requirements:

Qualifications, Knowledge and Skills:


  • Bachelor's degree (business preferred), associate's degree in business concentration, also acceptable; minimum: having some post HS training in accounting or finance if no degree.
  • Commercial credit and lending experience a plus.
  • A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature.
  • Knowledge of banking industry practices relative to commercial banking.
  • High level of analytical ability
  • Strong written, verbal and interpersonal skills; ability to maintain confidentiality of information, as appropriate.
  • Understanding of the components of financial statements and personal/corporate tax returns.
  • Proficiency with Microsoft Office products (Word, Excel, Access, Power Point, etc.) and financial statement spreading software is required.
  • A high level of initiative, thoroughness, accuracy and organizational skills required.
  • Detail oriented with effective judgment and time management.


Physical Requirements:


  • Work involves eye strain due to the frequent use of computer screens, reading of reports, entering information into a spreadsheet, and so forth.
  • Work involves sitting most of the day.
  • Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions
  • Work involves lifting and moving loan files of up to 15 lbs.
  • Work involves some travel, independently and with loan officers, to consult on financial loan information, training, meetings and so forth.


EOE - Race/Sex/Disability/Veteran
This Position Description is not a complete statement of all duties and responsibilities comprising this position.
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time.



Please see job description

PI285406489


Job distributed by JobTarget.

What Civista Bank employees say

Pay

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply