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
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  • Lectures 11
  • Length 2 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 1/2015 English

Course Description

*****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.

  • 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 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: 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 on your new job!
  • This course is NOT geared towards analysis for investing but rather corporate finance.

What are the 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.

What am I going to get from this course?

  • 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

Who is the target audience?

  • 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

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


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.

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Instructor Biography

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.

Work Highlights:

- 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!

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