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Financial Analyst Trainee Jobs (NOW HIRING)

$61K - $85K/yr

GENERAL PURPOSE The Financial Analyst will develop and enhance financial management systems for ... trainees, research subjects, and co-workers in a sensitive and caring manner with appropriate ...

Health Care Fiscal Analyst Trainee 1 (Equivalent to SG-14): Either 1. A bachelor's or higher degree in accounting, auditing, business administration, economics, finance, healthcare administration ...

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Financial Analyst Trainee information

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$45.5K

$87.6K

$133K

How much do financial analyst trainee jobs pay per year?

As of Aug 21, 2026, the average yearly pay for financial 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 does a financial analyst trainee do?

A Financial Analyst Trainee assists senior analysts with gathering and analyzing financial data, preparing reports, and evaluating financial performance to support business decisions. They often work on tasks such as forecasting, budgeting, and monitoring market trends under supervision. This entry-level role provides hands-on experience and foundational training in financial analysis, helping trainees develop the skills needed for more advanced analyst positions. It is a stepping stone for those seeking a career in finance or investment analysis.

What are the key skills and qualifications needed to thrive as a financial analyst trainee, and why are they important?

To thrive as a Financial Analyst Trainee, you need a strong grasp of financial principles, analytical skills, and a relevant degree such as finance, accounting, or economics. Familiarity with financial modeling, Excel, and data analysis tools, as well as experience with enterprise resource planning (ERP) systems, is typically required. Attention to detail, willingness to learn, and effective communication are standout soft skills in this position. These competencies are crucial for accurately analyzing financial data, supporting decision-making, and effectively collaborating with team members.

What types of projects and responsibilities can a financial analyst trainee expect during their first year on the job?

As a Financial Analyst Trainee, you can expect to support senior analysts with tasks such as data gathering, preparing financial reports, and assisting in budgeting and forecasting activities. You may also help analyze financial statements, monitor key performance indicators, and participate in meetings with other departments to understand business operations. This hands-on experience provides exposure to various financial processes and helps build a solid foundation for more advanced analysis and reporting responsibilities as you grow in the role.

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

AspectFinancial Analyst TraineeFinancial Analyst
Required CredentialsTypically pursuing or holding a bachelor's degree in finance, accounting, or related fieldBachelor's degree; often requires or prefers professional certifications like CFA or CPA
Work EnvironmentEntry-level, training-focused roles in finance departments or investment firmsFull-time professional roles involving analysis, reporting, and decision-making
Employer & Industry UsageInternships or training programs within banks, investment firms, or corporate financeEstablished finance departments across industries including banking, investment, and corporate sectors

The main difference between a Financial Analyst Trainee and a Financial Analyst is experience level and responsibility. Trainees are in learning roles, often in training programs, while Financial Analysts are fully responsible for analyzing financial data and making recommendations. Both roles require similar educational backgrounds, but the Trainee position is a stepping stone toward becoming a full Financial Analyst.

How to train to be a financial analyst trainee?

To train as a financial analyst trainee, individuals typically pursue a bachelor's degree in finance, accounting, or economics. Gaining proficiency in Excel, financial modeling, and data analysis tools, along with relevant internships or entry-level experience, helps develop necessary skills. Some employers may also value certifications like the CFA Level I or similar credentials.
More about Financial Analyst Trainee jobs

What cities are hiring for Financial Analyst Trainee jobs?

Cities with the most Financial Analyst Trainee job openings:

What are the most commonly searched types of Financial Analyst jobs?

The most popular types of Financial Analyst jobs are:

What states have the most Financial Analyst Trainee jobs?

States with the most job openings for Financial Analyst Trainee jobs include:

Infographic showing various Financial Analyst Trainee job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $87,563 per year, or $42.1 per hour.

Senior Budgeting Analyst/Trainee 1/2 - Albany (NY HELPS)

New York State

Albany, NY • On-site

$56K - $83K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 5 days ago


New York State rating

7.7

Company rating: 7.7 out of 10

Based on 187 frontline employees who took The Breakroom Quiz

24th of 50 rated states


Job description

Duties Description Under the supervision of an Associate Budgeting Analyst, the incumbent will perform the following: Conduct studies of assigned program areas to develop budget estimates and justifications, evaluate necessary resources for new programs and services. Assess current programs and their costs for effectiveness and efficiency, implement and evaluate expenditure controls and forecast future workload and cash expenditures using Microsoft Excel. Duties may also include additional fiscal/accounting functions related to purchasing, cash receipts and disbursements, reviewing legislation for fiscal impact, contract review, completing federal reports and working with the Statewide Financial System.

Additional Duties Include: Participate in change in organizational transformations, ensuring successful adoption and alignment with strategic objectives Engage in technology and innovation by leveraging emerging technologies to optimize processes and enhance customer experiences Proactively manage relationships with key stakeholders internally and externally Think strategically about current and future organizational needs Adapt to shifting priorities Participate in the comprehensive process of implementing changes, ensuring smooth transitions, effective communication, and minimal disruption Proactively identify, address, and resolve conflicts to foster constructive dialogue and a productive, collaborative work environment Analyze issues, make sound judgments, and implement effective solutions to drive positive outcomes Proactively identify potential challenges and identify preventative solutions Take part in team collaboration and achieve agency objectives Effectively convey information, ideas, and expectations to diverse audiences through various channels, ensuring clarity and understanding Foster an inclusive and equitable environment that values and leverages the strengths of a diverse workforce Ensure exceptional customer service by proactively addressing needs and expectations Demonstrate self-awareness and empathy to effectively manage relationships, build trust, and foster productive interactions Uphold the highest standards of ethical conduct and professional integrity in all actions and decisions Maintain and apply an understanding of relevant technologies and digital tools to optimize performance and drive innovation Minimum Qualifications This title is part of the New York Hiring for Emergency Limited Placement Statewide program (NY HELPS). For the duration of the NY HELPS Program, this title may be filled via a non-competitive appointment, if they meet the below NY HELPS minimum qualifications. NY HELPS Non-Competitive Minimum Qualifications: Budgeting Analyst Trainee 1: Four years of experience in budget estimation, justification, and expenditure control functions.

Budgeting Analyst Trainee 2: Five years of experience in budget estimation, justification, and expenditure control functions. Senior Budgeting Analyst: Six years of experience in budget estimation, justification, and expenditure control functions. An associate degree may substitute for two years of experience; a bachelor's degree may substitute for four years of experience; a master's degree may substitute for five years of experience; and a doctorate may substitute for six years of experience.

Or Must be a qualified employee of New York State and have had permanent competitive or 55-b/55-c service in a clerical/keyboarding/secretarial title or administrative paraprofessional title allocated to a G-8 or higher. Your degree must have been awarded by an educational institution accredited by a regional, national, or specialized agency recognized as an accrediting agency by the United States (U.S.) Department of Education/Secretary of Education. If awarded by an institution outside of the U.S

and its territories, you must provide independent verification of equivalency. A list of companies that provide these services (fees must be paid to the company you choose) can be found at: http://www.cs.ny.gov/jobseeker/degrees.cfm. You will be required to provide this information to the hiring agency at the time of interview

It is expected that employees hired under NY HELPS will have their non-competitive employment status converted to competitive status in the future, without having to compete in an examination. Employees will then be afforded all of the same rights and privileges of competitive class employees of New York State. While serving permanently in a NY HELPS title, employees may take part in any promotion examination for which they are qualified.

If you are interested in the NY-HELPS program, or this position, you may reply to this vacancy posting, or you may visit the New York State Department of Civil Service website at https://www.cs.ny.gov/help/ (copy and paste in browser) to register today, in three easy steps. Note: It is essential that you describe your qualifying education and/or experience as completely as possible on your application; your application should describe in detail the kind of service and information you provide to the general public. Omissions or vagueness may not be interpreted in your favor

Additionally, in accordance with Civil Service Law, provisional service immediately prior to a permanent appointment to this title is now credited towards the completion of probation upon permanent appointment. Competitive Minimum Qualifications: 55 B/C Qualifications: This position is designated 55b/c and is subject to verification of applicant eligibility. Please provide a copy of your 55b/c letter when applying.

You must meet the open competitive qualifications from the most recent examination announcement. Reassignment Qualifications: Current Department of Labor employees only, with at least one year of permanent, contingent-permanent, or 55b/c service in a Senior Budgeting Analyst if you have less than one year, you must be reachable on the current Senior Budgeting Analyst eligible list for this location, if one exists. 52.6 Transfer Qualifications: One year of permanent or contingent-permanent as a Grade 12 or higher determined to be administrative by Civil Service

70.1 Transfer Qualifications: One year of permanent or contingent-permanent as a Grade 11 or higher determined to be similar by Civil Service. 70.4 Transfer Qualifications: One year of permanent or contingent-permanent service as a Grade 11 or higher and a passing score on the PCO or PATT exam and has a bachelor's degree may be eligible. Note: Candidates must not have failed the most recent examination for this title

Note: For all transfers noted, a comprehensive list of titles approved for transfer is available through Civil Service GOT-IT at https://careermobilityoffice.cs.ny.gov/cmo/gotit Preferred Qualifications: Ability to initiate and maintain relationships across a diverse set of stakeholders. Microsoft Excel proficiency required. Additional Comments Candidates with no previous state service will begin at the starting rate of the salary range listed above

If you are a current NYS employee and have questions regarding salary, please contact the Business Services Center (BSC): 518-457-4272, BSCHR@ogs.ny.gov. Telecommuting will be discussed during the interview NYS Department of Labor does not participate in E-Verify and does not sponsor visa applications. Employment at the Department of Labor is contingent upon the maintenance of a valid work authorization and necessary documentation to work legally in the United States

Please note: Due to operational requirements and funding considerations of various divisions/positions, there could be occasions in the future where unit assignments may change. Should this occur, it will not impact your title, salary or location. We offer a comprehensive benefits package, including: 13 paid holidays, 5 personal days, and a minimum of 13 vacation days per year Paid sick leave (CSEA and PEF employees- 13 days; M/C employees- 8 days plus free enrollment into the Income Protection Program for short-term and long-term disability coverage).

Choice of several affordable and competitive health insurance plans Dental and vision insurance plans at no additional cost Membership in the NYS Employee's Retirement System NYS Deferred Compensation Investment Plan Eligibility to apply for Public Service Loan Forgiveness (PSLF) (full-time employees) Eligibility to apply for tuition reimbursement for qualifying employees and courses Paid Parental Leave Our mission is to provide outstanding services to our customers-the workers and business that call New York home. We help New Yorkers find careers they will love. We build and support New York's businesses.

We empower and protect New York's workers. To learn more about our mission and the exciting work of the DOL, please visit: https://dol.ny.gov/about-us DOL is committed to fostering employee engagement and work-life balance. We offer telecommuting (up to 40%) and alternative work schedules to eligible employees

Our exciting training and development opportunities, including Coursera and our formal Employee Recognition Program allow us to develop, recognize, and celebrate our workforce. Please note that specific benefits and programs may vary based on negotiating unit, current contract, length of State service, and program area. Some positions may require additional credentials or a background check to verify your identity.


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