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Financial Analyst Terms

Common Financial Analyst Terms

The most common financial analyst terms are:

General Ledger (GL)

GAAP

Leadership

Journal Entries

Financial Modeling

Reconciliations

Reporting

Performance Management

Business Analytics

Prioritization

Budgeting

Problem Solving

Restructuring

Ranking

Accounting Principles

MS Excel

Financial Systems

Accounting Rules

Financial Analysis

Accounting Standards

Planning

Microsoft Office

Quantitative Data

Interpersonal

Communication

Tax Planning

Math

Cost Analysis

Portfolio Performance Reports

Credit Risk

Mergers and Acquisitions (M&A)

MBA

Hurdle Rate

Numbers

Strategic Planning

Cash Flow Forecasting

Value Added Analysis

Cost Management

Organizational

Currencies

Data Analysis

Foreign Exchange

Investments

Discounted Cash Flow Analysis (DCF)

Forecasting

Securities

Wealth Management

Auditing

Risk Management

Profit and Loss

Concentration

Net Present Value (NPV)

IFRS

Internal Rate of Return (IRR)

Risk Analysis

Financial Planning and Analysis (FP&A)

Projecting Fiscal Balances

Quantitative Analysis

Leverage

Financial Reporting

Sorting

Trial Balance

Compliance

Financial Management

Practice Management

Analyzing Data

Project Management

Software

Variance Analysis

Financial Data

QuickBooks

SAP

Performance Measuring

Benchmarking

Valuation

Working under Stress

Tax Reporting

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?