Financial Analyst Tasks

Most Common Financial Analyst Tasks

The most common financial analysts tasks include (1) gathering financial data, (2) creating spreadsheet to analyze financial information, (3) preparing departmental budgets including both capital and operating budgets, (4) creating presentations for management and the board of directors, (5) performing financial modeling and company valuation, (6) assessing mergers and acquisitions (M&A) and other corporate development opportunities, (7) updating and maintaining the corporate operating model, (8) benchmarking company performance against competitors, (9) preparing financial statements (income statement, balance sheet, cash flow statement), and (10) leading and managing other analysts on the team.


Financial Analyst Tasks

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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