r/FinancialAnalyst

▲ 8 r/FinancialAnalyst+1 crossposts

Growing into a Financial Analyst

TLDR: what are entry-mid level skills or certifications someone without a business degree should earn to have the best chance of being successful as a financial analyst? How could I continue to grow and develop into a sr or manager lever role at a large company?

I (23) have a bachelors degree in Biochemistry and found myself hating working as a biochemist in a lab. I somehow found myself as a temp HR generalist at a small (100-150 people) company with no prior experience and while in a temp role- I automated a ton of processes, found a way to present data more clearly, etc. long story short, i blew them out of the water. The expectation was never that i stay in the HR role permanently and so when the time came for them to hire an actually qualified HR manager, they created a new, open job description, role of “help the VP” in order to keep me in the company.

Im super grateful that they found value in my drive and attitude and over the last year i have taken on a ton of projects that required heavy reporting and analytic skills. I’ve YouTubed and ChatGPTed myself into becoming highly proficient in excel (power pivot, data query, indexing and Xlookups, building dashboards, etc)

I just had my annual review cycle and the company came to me with a 10% raise and told me that they are very impressed and want to push me further to become a qualified financial analyst for the company. They are willing to pay for certifications, courses, or tools I may need to bring the reporting to the next step in the company. I have no clue where to start or what to ask for. I am vaguely familiar with SQL but don’t know how to implement it day to day in my job.

What courses or certifications would you recommend for someone who accidentally fell into the career and is making the most of it? What skills or tools do you find most useful at your job and what skills are employers most often looking for?

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u/Seesealyuh — 10 hours ago
▲ 3 r/FinancialAnalyst+2 crossposts

Graduated recently. Looking for honest feedback and job recommendation for core finance roles.

​

I recently graduated with a B.Com (Hons.) from a DU college tier 1 and I'm looking for a full-time role in core finance (Equity Research, Corporate Finance, FP&A, Valuation, Treasury, etc.).

I already have an offer in hand, but it's not exactly the role I want, so I'm still exploring better opportunities.

A quick overview of my profile:

Two finance internships (one in investments/treasury at a large PSU and another at a fintech)

Worked on portfolio analysis, financial reporting, reconciliations, and P&L analysis

Also a project under a small co.

Built a complete financial model and DCF valuation of a stock from scratch, including forecasting, WACC, terminal value, ratio analysis, and peer valuation

8+ CGPA, Advanced Excel, financial modeling, and relevant certifications

The problem is that most openings either ask for prior experience or seem to prefer candidates from target colleges or with CFA. It's making me wonder where I actually stand.

I'd really appreciate honest feedback:

Is my profile good enough to break into core finance?

What are the biggest gaps?

Should I focus on CFA, networking, or building more projects?

Any suggestions for off-campus hiring or firms that are open to freshers?

If anyone is hiring or can refer me, I'd be really grateful.

Thanks!

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u/Key-Assistant1156 — 3 days ago
▲ 2 r/FinancialAnalyst+1 crossposts

Investment Banking Skills

What are the skills investment Banking involves? I know preperation of deck to pitch companies, financial excel modeling, ability to read financial statements of the company - make sense of ratios, and multiples. What else? Do I need to know how to benchmark, etc? Please be specific

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u/Superb-Information39 — 5 days ago
▲ 2 r/FinancialAnalyst+1 crossposts

Hey reddit ppl help me land a job as financial analyst in mumbai Suburban

I don't have background in commerce I'm a fresher I had done my master's from science I want to do mba next year kindly help with the job

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u/Cute-Philosopher-907 — 5 days ago

What tool is missing in the market for finance people?

I am engineer and figuring out what is the pain point of finance people's day to day workflow.

Any idea suggestions would be appreciated!

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u/Aayush_Gohil — 6 days ago
▲ 12 r/FinancialAnalyst+1 crossposts

I made this for my internal team, what else would you add?

​We dont trust downloading vendor models: bloombergs, etc because of some of the normalization assumptions they make such as combining/relabeling certain expenses, etc.

Hence why we still build our own models from scratch.

Sec data is hard to automate because of the lack of normalization within line items and accounting practices.

So i said why not make a UI that displays all the raw data along with the tools in order to fix it while being able to view sec filings and click on the cell to find where that data is found.

A user can also download the raw data and use this to verify the data.

https://preview.redd.it/ovwab13a73ah1.png?width=3024&format=png&auto=webp&s=5e8308f4e12237f2f4c7d7933d14233d5e6c0c15

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u/futurefinancebro69 — 7 days ago
▲ 9 r/FinancialAnalyst+1 crossposts

What made you guys want to be in finance, and do you actually enjoy your job?

'm 19 and considering a career as a financial consultant/advisor. I keep hearing really mixed takes, so I wanted to hear it straight from people actually in the field.

If you work in finance — advising, planning, wealth management, or anything adjacent — I'd love to know:

  • Do you like your job? Why or why not?
  • What's the part nobody warns you about going in?
  • If you could go back, would you pick this career again, or do something else?

Trying to get an honest picture before I commit, so the good, the bad, and the ugly are all welcome. Appreciate anyone willing to share.

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u/Routine-Law8482 — 6 days ago

Cash flow forecasting

Guys I'm messed up so if someone can truly help me out .

Where do we learn how to do cash flow forecasting like some resources where I can learn that whichout paying . Like on what basis we take assumption and all those things .

Need help with guidance so if anyone and done this or knows what to do would be appreciated

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u/Sia_workhub — 7 days ago
▲ 3 r/FinancialAnalyst+1 crossposts

Financial Career Advices

Hi, I want to ask about all you guys opinion, so have bachelor degree on accounting and i passed cfa level 1 this march, i have experience in equity sales for 2 years. Somehow i want to completly pivot my career towards more analytical and investment roles in finance like IB analyst, asset management analyst, hedge fund analyst or etc because i think thats where i feel comfortable. I have a few options:

  1. continue cfa level 2 (which i want to take) but i hesitant because my cfa level 1 not really get noticed right now on job seekers
  2. take certification such as fmva , cfi or pyhton , data camp and other informal courses
  3. take master degree in europe or US, specialised in finance or business analytics (budget available)

my condition right is im currently resign off my sales position because some family matters and i want focus on achieving all certification and preparation for master also searching for new roles everyday but its very hard to land even interview nowadays, i dont know why. Im from indonesia and my bachelor school is number 1 here still not guarantee me to get me a decent job , in fact is very hard to land interview other than sales position. Any advice can help me guys?? im quite desperate

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u/Realistic_Face5905 — 6 days ago

Hiring Investment Banker (Freelancer)

Soo simple I am about to raise 6cr($ 600K) as a pre seed round into the proptech building in india machinery and more... Send me ur resume we can discuss accordingly what amount you rise like 1-2% between how much you rise.. and there is no upfront.

Thank You for more details dm.

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u/nonofurbusiness69 — 11 days ago