Master the 3 Core Areas needed to Succeed as a Financial Analyst

A career as a financial analyst is becoming more exciting than ever before. This is due to the continuously evolving value this role has to the finance department and the organization as a whole. The macroeconomic challenges on display during the pandemic and through 2022 highlight the importance of having a capable FP&A team to help business leaders navigate uncertainty. Disruptive new technologies including in the areas of predictive analytics and A.I. will continue to integrate finance with advanced technology more than ever seen before. 

The Corporate Finance Institute (CFI) has released a detailed eBook with nearly 150 pages as a guide to professionals interested in becoming financial analysts. The insight provided in this guide is also a great resource for existing financial analysts who want to focus on any gaps to continue advancing their careers. Lastly, this eBook could be a good starting point for accountants and other professionals interested in transitioning their careers to FP&A. 

The eBook is titled “The Analyst Trifecta” as it holds the perspective that the financial analyst must master three distinct areas and have the ability to put them all together. 

The three areas are:

  • Analytics
  • Presentation
  • Soft skills 

What’s covered in this eBook?

You will find great information on the following topics:

  • Financial modeling
  • Valuation
  • Excel
  • Presentation
  • Data visualization
  • Preparing for an analyst role 
  • Dealing with industry professionals

Access the CFI eBook

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