Learn to be a Financial Analyst
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*****Updated September 2016*****
Financial Analyst ranks as one of the 100 Best Jobs for 2015 on U.S. News and World Reports Rankings.
With a median starting salary of $55K a year and projected job growth of 16% 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.
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|Section 1: Welcome to the Course|
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.
|Section 2: Annual Duties|
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.
|Section 3: Quarterly Duties|
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.
|Section 4: Monthly Duties|
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.
|Section 5: Course Wrap Up|
A recap of the main things covered in the course and suggestions for further study.
Over 10 Years of experience in Financial Planning & Analysis Roles
I have worked as an analyst for some of the largest corporations in the United States (Fortune 500 companies Blackrock and Moody’s Corporation); one of the UK’s largest banking firms (Barclays) and am currently working as a senior financial analyst for a Fortune 1000 company in the Energy Industry.
- Working on the trading floor at Blackrock reconciling hundreds of trades a day to make sure they matched on price and settlement dates..it was tedious work but taught me everything I needed to know about dealing with huge amounts of data and it forced me to learn excel in ways I never thought possible.
-A part-time job while I was in graduate school with Foster’s Australia..yep..That’s Australian for Beer! I got to analyze promotional pricing and its effect on sales, which was really interesting, but the best part was of course the product allowance (free beer)!
-I spent 3 years working for a company that ran call centers all over the world; I loved working with our other financial analysts in Costa Rica, the Philippines, Romania, and Argentina, it made me realize that numbers are universal.
Passion for Education
I got the opportunity at my last job to work on internal training initiatives for our overseas staff and had a blast getting together the materials and passing along my knowledge, I look forward to doing the same for the students on Udemy!