Financial Analyst Role

Financial Analyst Role at a Company

The financial analyst role is to perform research and analysis of company data that generates insight and recommendations to improve the business. The exact requirements of the role will vary from company to company, but the overall expectations are typically the same – to take operational and financial data, analyze it, and find ways to improve it or increase its value going forward.

Financial Analyst Role

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:


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