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Financial Analyst Performance Goals

Financial Analyst Performance Goals & Reviews

An example of Financial Analyst performance goals: (1) create a weekly company update report with financial metrics, ratios, charts, graphs, and company performance which is distributed to the executive team, (2) prepare the annual budget for the board of directors, including both operating and capital budgets, (3) measure and evaluate the company’s performance relative to competitors and create a quarterly benchmarking report, (4) provide quarterly update presentations to the board of directors, (5) create, maintain, and update all financial models, Excel files, budgets, forecasts, and ad hoc analysis required for the company/department, (6) possess an extremely high attention to detail, (7) demonstrate a very fast turnaround time for high priority projects, (8) work closely with other departments to gather and update important financial information, (9) keep abreast of relevant industry news and information, and (10) help lead and grow other analysts on the team.

 

Financial Analyst Performance Goals

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?