Learn To Be A Financial Analyst

Master the skills you need to get a job as a financial analyst: forecasting, budgets, variance analysis and more

Last updated 2022-01-10 | 4.4

- Perform the job duties of an entry level financial analyst at a major corporation
- Students will be able to build a basic financial forecast
- annual business plan and prepare common reports typically required in this role

What you'll learn

Perform the job duties of an entry level financial analyst at a major corporation

Students will be able to build a basic financial forecast

annual business plan and prepare common reports typically required in this role

* Requirements

* You should have some experience with excel before you take this course. If you have never used excel before I suggest you take a beginning level excel course before signing up for this class.
* This course is geared towards students who have recently completed college or those with some work experience who are looking to change careers.

Description

*****Join over 1,000 students who have now taken this course*****

Financial Analyst ranks as one of the 100 Best Jobs for 2020 on U.S. News and World Reports Rankings.

With a median starting salary of $65K a year and projected job growth of 6% per year this is one of the most in-demand and rewarding careers you can have.

This course's primary objective is to train you to be a financial analyst for a major corporation.

This course is for anyone who just graduated from college or has some work experience and would like to change careers, I have designed the course to give you the confidence to get into a rewarding and exciting career.
Think of this course as on-the-job training for a financial analyst. I will teach you the key terminology, essential job duties, and how to perform them, as well as the best way to go about your job search.
The course is structured around the monthly, quarterly, and annual job duties you will perform including variance analysis, forecasting, budgeting, annual business plan processes, and more!
Course Materials provided include a PDF training manual, glossary of terms, multiple excel templates, free excel training resources, resume tips, and even a sample financial analyst resume. These materials are designed for you to be able to use as a resource for your new job!
This course is NOT geared towards analysis for investing but rather corporate finance.

Who this course is for:

This course is for anyone interested in getting a job as an entry level financial analyst at a major corporation. This is not for students who have extensive experience in the industry or students looking to hold this role at a wall street bank. This course focuses on the needs of a typical corporation for monthly, quarterly and annual financial analysis

Course content

5 sections • 11 lectures

Welcome to the Course 2 lectures

Introduction Preview 04:04

In this section you will learn what to expect from the course, get a summary of what you will learn and learn more about your instructor!

Overview of the Job of a Financial Analyst Preview 14:43

This lecture will give you an overview of what a financial analyst does and give some details on the overall job market for this type of role and typical salaries.

Annual Duties 3 lectures

Understanding Annual Plan/ Budgets Preview 07:11

Before we actually start to build our annual plan and budget it's imporant to understand the purpose of our tasks, types of budgets, definitions, etc.

Market Analysis Preview 06:09

In order to start building our annual business plan and budget we need to collect and compile data to determine what we think the market for our products/services will be like in the coming year.

Building the Annual Business Plan Preview 22:52

This lecture will take us through the steps of building the annual business plan/budget.

Quarterly Duties 2 lectures

Forecasting Overview Preview 11:58

We will cover the forecasting process, what it's purpose is and give an overview of the steps to creating a forecast.

Quarterly Business Reviews Preview 08:57

Quarterly Business Reviews are an important part of the job of the financial analyst. We will cover the process of putting one together and talk about what is normally expected from the analyst during this process.

Monthly Duties 3 lectures

Variance Analysis Preview 09:03

We will talk about the definition, uses, and process of variance analysis and go through some examples.

Accruals Preview 10:46

We will talk about the definition, uses, and process of accruals and go through some examples.

Reporting Responsibilities Preview 07:10

In addition to the above there are some ad hoc reports that financial analysts are asked to prepare. In this lecture we will cover what those reports are, why they might be needed and look at some examples.