What Does a Financial Analyst Do

What Do Financial Analysts Do?

Financial analysts perform several tasks including analyzing historical financial statements and accounting information, making projections and forecasts into the future, building financial models to value a business or an investment, creating charts, graphs, and presentations, comparing actual results to forecasted results, performing ad hoc analysis, and preparing recommendations for the management team of a business or for clients. Other tasks that financial analysts conduct include performing industry analysis, supporting marketing initiatives, helping with business and corporate strategy, working with operations teams to set budgets, and generally supporting the operations of a business.

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?


0 search results for ‘