P1P1 — Entry-Level Professional
Finance Entry
Most finance professionals begin their careers in analytical roles.
What this level means
New to role or field; performs basic tasks under supervision
- Scope
- Own tasks within a defined component
- Autonomy
- Close supervision; work reviewed frequently
- Complexity
- Routine problems with known solutions
- Impact
- Own deliverables
- Decision rights
- Few independent decisions; escalates the rest
- Leadership
- None — building the craft
- Typical experience
- 0–2 yrs
What you'd do
- Preparing financial reports
- Building models for forecasting
- Evaluating budgets
- Assisting in financial audits
- Conducting variance analysis
- Supporting senior analysts in data collection
- Maintaining financial databases
- Participating in financial planning sessions
- Prepare and analyze financial reports
- Build basic financial models
- Evaluate and monitor budgets
Skills, knowledge & tools
- Spreadsheet proficiency
- Financial software usage
- Report generation
- Data entry
- Analytical thinking
- Basic forecasting
- Budget evaluation
- Communication
- Financial reporting standards
- Budgeting processes
- Forecasting techniques
- Financial statement analysis
- Data management
- Basic accounting principles
- Regulatory compliance
- Audit procedures
- Strong quantitative analysis
- Proficiency in spreadsheet and financial software
- Understanding of financial statements
- Attention to detail
- Basic financial modeling
- Data analysis
- Problem-solving
- Time management
What good looks like
- Bachelor’s degree in finance, accounting, or a related field
- Strong analytical skills
- Proficiency in financial software
- Attention to detail
- Preferred: Credentials like CPA or CFA
Common titles
Finance IFinance 1Entry-Level FinanceJunior FinanceAssociate FinanceFinance Entry
Where it sits & what it pays
O*NET / SOC: 13-0000 — Business & Financial Operations Occupations(inferred · under review)
Market-pay benchmarks for this family × level are coming — JobFrame anchors pay to the family/level structure rather than the raw title.