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Financial 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 ...

Civista Bank

Credit Analyst Trainee

Sandusky, OH

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

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 ...

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 ...

University of Rochester

$60K - $84K/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 ...

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Financial Analyst Trainee information

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$45.5K

$87.6K

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How much do financial analyst trainee jobs pay per year?

As of Jul 10, 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 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 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 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.

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:
What job categories do people searching Financial Analyst Trainee jobs look for? The top searched job categories for Financial Analyst Trainee jobs are:
Financial Analyst Trainee jobs near you
Infographic showing various Financial Analyst Trainee job openings in the United States as of July 2026, with employment types broken down into 1% Locum Tenens, 1% Internship, 86% Full Time, 6% Part Time, 1% Temporary, and 5% Contract. Highlights an 82% Physical, 5% Hybrid, and 13% Remote job distribution, with an average salary of $87,563 per year, or $42.1 per hour.
Credit Analyst Trainee

Credit Analyst Trainee

Civista Bank

Sandusky, OH • On-site

Other

This job post has expired today. Applications are no longer accepted.

Civista Bank rating

8.3

Company rating: 8.3 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

36th of 146 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.



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