Financial Analyst

Finance & BusinessCEI

Analyses a company's and the market's financial data, builds models and backs investment decisions with numbers.

What does a Financial Analyst do?

  • Analyses financial statements, budgets and market indicators
  • Builds forecasting and valuation models in Excel/BI
  • Compares investment and cost options and assesses risk
  • Presents findings to management with clear recommendations

Which skills do you need?

ExcelFinancial modellingAccounting basicsSQLStatisticsAnalytical thinkingPresentation

How to become a Financial Analyst?

  1. 1Bachelor's: finance, economics or maths
  2. 2Hands-on courses: financial modelling + Excel/SQL, optionally the CFA track
  3. 3Internship/portfolio: analysis of real statements — a junior analyst role

What is the work environment like?

Mostly office work: a computer, financial systems and teamwork. The pace rises during reporting and budgeting cycles.

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