
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!
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.
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.
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.
This lecture will take us through the steps of building the annual business plan/budget.
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 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.
We will talk about the definition, uses, and process of variance analysis and go through some examples.
We will talk about the definition, uses, and process of accruals and go through some examples.
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.
A recap of the main things covered in the course and suggestions for further study.
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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.