Financial Analyst Excel Skills

Top Financial Analyst Excel Skills

The most important financial analyst Excel skills are: (1) knowing all the keyboard shortcuts to save time and navigate Excel more quickly, (2) finance functions such as XNPV and XIRR, (3) lookup functions such as INDEX and MATCH, (4) data validation tools, (5) goal seek and what-if analysis, (6) sensitivity and scenario analysis, (7) data tables, (8) pivot tables, (9) charts and graphs, and (10) formatting. CFI’s FMVA certification program will teach you all these financial analyst Excel skills step by step with video instruction!


Financial Analyst Excel Skills

Analyst Certification FMVA® Program

Below is a break down of subject weightings in the FMVA® financial analyst program. As you can see there is a heavy focus on financial modeling, finance, Excel, business valuation, budgeting/forecasting, PowerPoint presentations, accounting and business strategy.


Financial Analyst certification curriculum


A well rounded financial analyst possesses all of the above skills!


Additional Questions & Answers

CFI is the global institution behind the financial modeling and valuation analyst FMVA® Designation. CFI is on a mission to enable anyone to be a great financial analyst and have a great career path. In order to help you advance your career, CFI has compiled many resources to assist you along the path.

In order to become a great financial analyst, here are some more questions and answers for you to discover:

  • What is financial modeling?
  • How do you build a DCF model?
  • What is sensitivity analysis?
  • How do you value a business?


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