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Financial Analyst Technical Skills

List of Financial Analyst Technical Skills

The most common financial analyst technical skills are accounting, bookkeeping, budgeting, calculating the cost of capital, derivatives, Excel spreadsheets, forecasting, goal-seeking in Excel, hurdle rate calculations, internal rate of return (IRR), joint-venture analysis, monthly reporting, net present value (NPV), operating cash flow, perpetuity valuation, return on invested capital, spreadsheet design, terminal value, unlevered free cash flow, valuation analysis, weighted average cost of capital (WACC), XIRR, year-over-year, and zero-based budgeting. In addition to this list of technical skills, analysts must also be strong in financial modeling and creating presentations, and possess good communication skills. To learn more, check out CFI’s career map.

 

Financial Analyst Technical 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?