Priyanshu Pandey’s Post

Understand Financial Planning and Analysis with 365 Financial Analyst

Preparing for Entry Level Financial Analyst role? Here's a proven routine that has helped me to start my career as an Financial Analyst: 1. Educational Background - Ensure you have a degree in finance, accounting, economics, or a related field. - Focus on courses related to financial analysis, accounting, economics, statistics, and business management. 2. Develop following Skills: - Proficiency in Excel (Macros, advanced excel formulas, shortcuts). - Familiarity with financial modeling and valuation techniques. (I suggest go for The Valuation School) - Knowledge of financial software and databases (e.g., Bloomberg, Yahoo finance, screener, ChartIQ). - Start Analysing financial statements, data interpretation, and problem-solving. 3. Gain Practical Experience - Apply for internships in finance-related roles to gain hands-on experience. - Work on finance-related projects or case studies, either through coursework or independently. You can try: - Financial Dashboard - Industry report - Financial Modeling - Financial Planning & Analysis - Cost Analysis. 4. Certifications and Further Education - Consider obtaining certifications such as: > CFA (Chartered Financial Analyst), > CFP (Charted Financial Planner), > FMVA (Financial Modeling & Valuation Analyst). > FRM (Financial Risk Management) 5. Networking - Join Professional Organizations like CFA Institute, Financial Management Association (FMA), and local finance clubs. - Attend Industry Events: Conferences, seminars, and workshops related to finance. - LinkedIn: Connect with professionals in the industry, join relevant groups, and participate in discussions. 6. Stay Updated Read Financial News: Stay informed about market trends, economic news, and industry developments. You can refer: - Live Mint - Business Standard - ET Money Industry Analysts: Read Industry reports and analyses from leading financial analysts and institutions. 7. Build a Portfolio: - Financial Models: Create and maintain financial models or analysis reports to showcase your skills. - Projects: Include any significant projects or internships you’ve worked on, detailing your role and the outcomes. 8. Find a good Mentor: Connect with a mentor who is experienced in the field to guide you through your career development. If you have any queries, do reach out to me! Follow Varun Soni for more information. #finance #career #jobs #networking #linkedin

Please Guide Me, Sir! I'm attending Finance Interviews but unable to crack them. The feedback I received from most recruiters is "𝗬𝗼𝘂 𝗹𝗮𝗰𝗸 𝗽𝗿𝗮𝗰𝘁𝗶𝗰𝗮𝗹 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝗼𝗻 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆-𝘀𝘁𝗮𝗻𝗱𝗮𝗿𝗱 𝘀𝗸𝗶𝗹𝗹𝘀." Are you facing the same issue? 𝗨𝗽𝘀𝗸𝗶𝗹𝗹 𝗮𝗻𝗱 𝘀𝗲𝗰𝘂𝗿𝗲 𝘆𝗼𝘂𝗿 𝗱𝗿𝗲𝗮𝗺 𝗳𝗶𝗻𝗮𝗻𝗰𝗲 𝗰𝗮𝗿𝗲𝗲𝗿. 𝗘𝗻𝗿𝗼𝗹𝗹 𝗻𝗼𝘄: https://lnkd.in/dQWmDzGq Many candidates reach out to me with similar concerns. The root cause of this situation is 𝗼𝘂𝘁𝗱𝗮𝘁𝗲𝗱 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻 𝗽𝗮𝘁𝘁𝗲𝗿𝗻. To overcome this issue, with my 𝟭𝟮+ 𝘆𝗲𝗮𝗿𝘀 𝗼𝗳 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝗶𝗻 𝘁𝗵𝗲 𝗳𝗶𝗻𝗮𝗻𝗰𝗲 𝗱𝗼𝗺𝗮𝗶𝗻, 𝗜 𝗰𝗼𝗹𝗹𝗮𝗯𝗼𝗿𝗮𝘁𝗲𝗱 𝘄𝗶𝘁𝗵 𝗹𝗲𝗮𝗱𝗶𝗻𝗴 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗯𝗮𝗻𝗸𝗲𝗿𝘀, 𝗖𝗙𝗢𝘀, 𝗖𝗙𝗔𝘀, 𝗮𝗻𝗱 𝗡𝗜𝗦𝗠 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹𝘀 𝗮𝗻𝗱 𝗰𝘂𝗿𝗮𝘁𝗲𝗱 𝘁𝗵𝗲 "𝗖𝗲𝗿𝘁𝗶𝗳𝗶𝗲𝗱 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝗶𝗻𝗴 & 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻𝘀 𝗔𝗻𝗮𝗹𝘆𝘀𝘁 𝗣𝗿𝗼𝗴𝗿𝗮𝗺𝗺𝗲". This program equips candidates with industry-ready advanced skills along with integration of AI & practical exposure. For career guidance, 𝘆𝗼𝘂 𝗰𝗮𝗻 𝗰𝗼𝗻𝗻𝗲𝗰𝘁 𝘄𝗶𝘁𝗵 𝗺𝗲 𝗼𝗿 Tejaswee Tripathy (𝗟𝗶𝗻𝗸𝗲𝗱𝗜𝗻 𝗧𝗼𝗽 𝗩𝗼𝗶𝗰𝗲 & 𝗖𝗮𝗿𝗲𝗲𝗿 𝗖𝗼𝗮𝗰𝗵) 𝘃𝗶𝗮 𝗰𝗮𝗹𝗹/𝗪𝗵𝗮𝘁𝘀𝗔𝗽𝗽 𝗮𝘁 𝟴𝟬𝟵𝟯𝟱𝟱𝟱𝟬𝟬𝟭. Here’s an Overview of what you can learn from this Programme: ✅ Gain comprehensive mastery of Excel, from basic to advanced levels, including Macros and VBA, and utilize Power BI for hands-on, expert-led data visualization. ✅ Build expertise in financial modeling across diverse industries, learning valuation techniques such as DCF, LBO, SOTP, RV, EM, CCA, ABVM, CTC, and more. ✅ Design professional, visually impactful corporate presentations using PowerPoint, and elevate your professional profile with personalized career guidance. ✅ Apply practical valuation techniques in real-world scenarios to improve accuracy, leveraging critical financial tools for real-time data extraction and market analysis. This programme is 𝗿𝗲𝗰𝗼𝗴𝗻𝗶𝘇𝗲𝗱 𝗯𝘆 𝘁𝗵𝗲 𝗚𝗼𝘃𝘁. 𝗼𝗳 𝗜𝗻𝗱𝗶𝗮, 𝗜𝗔𝗙, 𝗘𝗚𝗔𝗖, 𝗮𝗻𝗱 𝗜𝗦𝗢 𝗰𝗲𝗿𝘁𝗶𝗳𝗶𝗲𝗱. 𝗜𝘁 𝘄𝗮𝘀 𝗿𝗲𝗰𝗲𝗻𝘁𝗹𝘆 𝗮𝘄𝗮𝗿𝗱𝗲𝗱 𝗮𝘀 𝗔𝘀𝗶𝗮'𝘀 𝗕𝗲𝘀𝘁 𝗙𝗶𝗻𝗧𝗲𝗰𝗵 𝗘𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻 𝗢𝗿𝗴𝗮𝗻𝗶𝘀𝗮𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗶𝘀 𝗽𝗼𝘄𝗲𝗿-𝗽𝗮𝗰𝗸𝗲𝗱 𝘄𝗶𝘁𝗵 𝗰𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲-𝘀𝘁𝗮𝗻𝗱𝗮𝗿𝗱 𝗹𝗶𝘃𝗲 𝗽𝗿𝗼𝗷𝗲𝗰𝘁𝘀, 𝗿𝗲𝗮𝗹-𝘁𝗶𝗺𝗲 𝗰𝗮𝘀𝗲 𝘀𝘁𝘂𝗱𝗶𝗲𝘀, 𝗮𝗹𝗼𝗻𝗴 𝘄𝗶𝘁𝗵 𝗴𝘂𝗮𝗿𝗮𝗻𝘁𝗲𝗲𝗱 𝗶𝗻𝘁𝗲𝗿𝗻𝘀𝗵𝗶𝗽 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆 𝗮𝗻𝗱 𝗽𝗹𝗮𝗰𝗲𝗺𝗲𝗻𝘁 𝗮𝘀𝘀𝗶𝘀𝘁𝗮𝗻𝗰𝗲. Hurry up! Only a few seats left. Want to 𝘀𝗲𝗰𝘂𝗿𝗲 your finance career? 𝗘𝗻𝗿𝗼𝗹𝗹 𝗻𝗼𝘄: https://lnkd.in/dQWmDzGq For priority slot booking, 𝗰𝗼𝗻𝘁𝗮𝗰𝘁 𝘂𝘀 𝘃𝗶𝗮 𝗰𝗮𝗹𝗹/𝗪𝗵𝗮𝘁𝘀𝗔𝗽𝗽 𝗮𝘁 𝟴𝟬𝟵𝟯𝟱𝟱𝟱𝟬𝟬𝟭. #financialmodeling #finance #investmentbanking #career #guidance #upskill #mba #bcom

Navigating the Job Market for Finance Graduates✨ 💡 Graduates entering the finance industry today find themselves in a rapidly changing environment filled with exciting possibilities. Recent trends indicate a growing need for finance professionals in areas such as data analytics, risk management, and sustainable finance. Employers are seeking candidates with strong analytical abilities and expertise in digital tools. 📈 To distinguish yourself, focus on developing skills in financial modelling, data analysis, and mastering software like Excel, Power BI, and Python. Earning certifications such as ACCA or CIMA can strengthen your credentials and show your commitment to ongoing professional development. 🤝🌐 Networking is crucial for advancing your career. Participate in industry events and webinars to connect with professionals and keep up with industry developments. Joining finance-related groups on LinkedIn can also offer valuable connections and insights. 🔍 Consider pursuing internships or entry-level roles to gain practical experience and explore different areas of finance. Hands-on experience will help you discover your interests and build a strong foundation for your career path. As the finance industry evolves, remain curious and adaptable. With the right skills and a proactive mindset, you can successfully navigate the job market and create a fulfilling career in finance. 🚀

How to Become a Financial Analyst Becoming a financial analyst requires a combination of education, skills, and experience. Here's a general roadmap: 1. Education: ● Bachelor's Degree: A bachelor's degree in finance, accounting, economics, or a related field is typically required. Some universities offer specialized financial analysis programs. ● Master's Degree: While not always necessary, a master's degree in business administration (MBA) with a concentration in finance can provide a competitive edge. ● Certifications: Consider obtaining certifications like the Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA) to demonstrate expertise. 2. Skills: ● Quantitative Skills: Strong math and statistics skills are essential for analyzing financial data and building models. ● Analytical Thinking: The ability to interpret financial data, identify trends, and make informed decisions is crucial. ● Computer Proficiency: Proficiency in financial software (e.g., Excel, Bloomberg Terminal) and data analysis tools is vital. ● Communication Skills: Effective communication, both written and verbal, is necessary for presenting findings to clients or colleagues. ● Problem-Solving: Financial analysts often need to solve complex problems and develop creative solutions. 3. Experience: ● Internships or Co-op Programs: Gain practical experience through internships or co-op programs in finance or related fields. ● Entry-Level Positions: Start with entry-level positions in financial analysis or related roles to build a foundation. ● Professional Development: Continuously update your skills through workshops, conferences, and online courses. 4. Networking: ● Industry Events: Attend industry conferences and networking events to connect with professionals in the field. ● Professional Organizations: Join professional organizations like the CFA Institute to expand your network and stay updated on industry trends. 5. Additional Tips: ● Stay Updated: Keep up with economic news, financial markets, and industry trends. ● Develop a Strong Work Ethic: Financial analysis can be demanding, so a strong work ethic is essential. ● Be Detail-Oriented: Accuracy and attention to detail are crucial in this field. By following these steps and continuously developing your skills, you can increase your chances of becoming a successful financial analys

Waiting for Results? Here's what you should do in the meantime. 📈 Soft Skills Development: In addition to technical knowledge, focusing on developing soft skills such as communication, leadership, and time management can greatly benefit your overall professional growth. 📈 Internship Opportunities: Explore internship opportunities in relevant firms or organizations to gain practical experience and exposure to real-world scenarios. This hands-on experience can provide valuable insights into the industry and complement your theoretical knowledge. Course Suggestions: 🧾 Advanced Excel Skills: Enhancing your proficiency in Excel is essential for careers in finance and accounting. Consider taking an advanced Excel course to master functions, data analysis, and financial modeling using Excel. 🧾 Financial Modeling: A course in financial modeling can help you develop skills in projecting financial statements, valuing companies, and making data-driven financial decisions. This is particularly valuable for aspiring financial analysts and consultants. 🧾 Business Analytics: Understanding data analysis and interpreting business-related data is crucial in today's data-driven world. A course in business analytics can equip you with the skills to analyze data trends, generate insights, and make informed business decisions. 🧾 Taxation Laws Update: Stay updated with the latest developments in taxation laws by taking a course or attending seminars on recent tax reforms and amendments. This knowledge will be beneficial in your future career as a Chartered Accountant. Remember to choose courses that align with your career goals and interests. Investing in your professional development during this waiting period will not only keep you engaged but also add value to your skill set. Good luck with your endeavors! #Linkedin #CA #Results #Courses #Charteredconnects Content Credit: Deepanshu Jindal

In today's fast-paced financial world, success is not just about crunching numbers; it's about mastering a diverse set of skills that go beyond traditional finance expertise. Honing these top five skills can set you on the path to a thriving career in finance. #Communication #Skills: Effective communication is essential for building relationships, presenting findings, and influencing decisions in finance. For instance, an investment banker must communicate complex financial information clearly and persuasively to clients to secure deals and build trust. #Analytical #Thinking: The ability to analyze complex data sets and draw meaningful insights is crucial in finance. Employers seek candidates who can interpret financial statements, assess investment opportunities, and identify trends in the market. #Adaptability: The finance industry is constantly evolving, driven by technological advancements, regulatory changes, and shifting market dynamics. Professionals need to be adaptable and embrace change to stay ahead of the curve. This could mean learning new software tools, staying updated on industry trends, or adapting investment strategies to changing market conditions. For instance, a financial planner may need to adapt their advice to clients based on changes in tax laws or economic conditions. #Risk #Management: Finance is by default bonded to risk, and a finance aspirant must be adept at assessing, mitigating, and managing risks effectively. This involves understanding various risk factors, such as market volatility, credit risk, and regulatory changes, and implementing strategies to minimize their impact. A risk manager, like one might need to develop support strategies to protect against market fluctuations #Ethical #Decision #Making: Integrity and ethical conduct are non-negotiable in finance, where trust and credibility are paramount. For example, a compliance officer plays a crucial role in ensuring that a company's operations comply with legal and regulatory requirements, safeguarding its reputation and integrity. Of course, every organization will have their protocols for hiring freshers or even when they seek experienced potentials, honing these bare minima of essentials in finance will offer a multitude of paths to carve out rewarding careers. If you are a beginner, ensure having polished up on your financial modelling skills, understanding and interpreting financial statements, tools like excel or python, data skills and a conceptual understanding of the terminologies used, what and how they imply, couple of job simulations and an internship. Its non-negotiable to deep dive into the domain beyond academics if you are someone looking at a sustainable career, irrespective of the domain. Hope these nuggets help you navigate through your journey towards a lucrative career in the finance domain.

Ready to launch your FP&A career? So, you want to dive into the exciting world of Financial Planning & Analysis (FP&A)? Buckle up, future analyst! Here are some quick tips to get you started: 1. 𝐌𝐚𝐬𝐭𝐞𝐫 𝐭𝐡𝐞 𝐛𝐚𝐬𝐢𝐜𝐬: • Understand financial statements inside and out. • Learn key FP&A tasks like budgeting, forecasting, and variance analysis. • Familiarize yourself with common tools like Excel and FP&A software. 2. 𝐁𝐮𝐢𝐥𝐝 𝐲𝐨𝐮𝐫 𝐧𝐞𝐭𝐰𝐨𝐫𝐤: • Connect with experienced FP&A professionals on LinkedIn. • Attend industry events and conferences. • Join online communities and forums. 3. 𝐆𝐞𝐭 𝐲𝐨𝐮𝐫 𝐡𝐚𝐧𝐝𝐬 𝐝𝐢𝐫𝐭𝐲: • Look for internships or entry-level roles in finance or accounting. • Volunteer your financial skills to non-profits or startups. 4. 𝐃𝐨𝐧'𝐭 𝐛𝐞 𝐚𝐟𝐫𝐚𝐢𝐝 𝐭𝐨 𝐥𝐞𝐚𝐫𝐧: • Stay updated on industry trends and best practices. • Take online courses or pursue professional certifications. • Read books and articles by FP&A thought leaders. 5. 𝐁𝐞 𝐚 𝐬𝐭𝐨𝐫𝐲𝐭𝐞𝐥𝐥𝐞𝐫: • Develop strong communication and presentation skills. • Learn to translate complex financial data into clear, actionable insights. • Tailor your analysis to different audiences. 𝐁𝐨𝐧𝐮𝐬 𝐭𝐢𝐩:  =====•••= Be passionate! FP&A is a dynamic field that requires curiosity, critical thinking, and a drive to make an impact. Remember, the journey to FP&A mastery takes time and dedication. But with the right mindset and these tips, you're well on your way! #FP&A #finance #career #tips #startyourjourney #linkedin P.S. Share your FP&A journey in the comments! ————————————— 📥 𝐃𝐨𝐰𝐧𝐥𝐨𝐚𝐝 𝐘𝐨𝐮𝐫 𝐂𝐨𝐩𝐲: Download my work in PDF format by visiting my profile and clicking (𝐀𝐜𝐜𝐞𝐬𝐬 𝐦𝐲 𝐅𝐏&𝐀 𝐫𝐞𝐬𝐨𝐮𝐫𝐜𝐞𝐬). Your journey toward financial excellence begins —————————————- 🤝 𝐓𝐡𝐢𝐬 𝐢𝐬 𝐡𝐨𝐰 𝐲𝐨𝐮 𝐜𝐚𝐧 𝐡𝐞𝐥𝐩 𝐦𝐞 𝐜𝐫𝐞𝐚𝐭𝐞 𝐦𝐨𝐫𝐞 𝐜𝐨𝐧𝐭𝐞𝐧𝐭: 𝐋𝐢𝐤𝐞, 𝐒𝐡𝐚𝐫𝐞, 𝐂𝐨𝐦𝐦𝐞𝐧𝐭, 𝐅𝐨𝐥𝐥𝐨𝐰 ⤵

🎗 Excited to announce that I am actively seeking an internship opportunity to kickstart my career journey in MARKETING AND CORE FINANCE. As a recent Currently pursuing PGDM specializing in MARKETING AND CORE FINANCE, coupled with a passion for Marketing Strategies, Financial Analysis. During my academic journey, I have honed my skills in Market Research: Ability to conduct thorough market analysis and gather insights. 🖇 Finance Skills: Financial Analysis: Ability to analyze financial statements and performance metrics. Budgeting and Forecasting: Experience in preparing budgets and financial forecasts. Investment Analysis: Knowledge of evaluating investment opportunities and risks. Financial Modeling: Proficiency in building financial models to support decision-making. Risk Management: Understanding of financial risk assessment and mitigation strategies. 🖇 Marketing Skills: Market Research: Ability to conduct thorough market analysis and gather insights. Digital Marketing: Knowledge of SEO, SEM, social media marketing, and email marketing. Content Creation: Writing skills for creating engaging content across various platforms. Campaign Management: Planning, executing, and analyzing marketing campaigns. Brand Management: Understanding of brand positioning, messaging, and brand equity. 🖇 Analytical and Technical Skills: Data Analysis: Proficiency in using tools like Excel, Google Analytics, or data visualization software. Quantitative Skills: Ability to interpret and manipulate numerical data for decision-making. Statistical Analysis: Basic knowledge of statistical methods for business analysis. Market Trend Analysis: Ability to identify and interpret market trends and patterns. 🖇 Soft Skills: Communication: Strong verbal and written communication skills to convey ideas effectively. Teamwork: Collaborative approach to work effectively in a team environment. Problem-Solving: Analytical thinking and ability to find solutions to challenges. Adaptability: Willingness to learn and adapt to new technologies and industry trends. Time Management: Ability to prioritize tasks and manage time efficiently. , and I am eager to apply these skills in a real-world setting. I am particularly interested in roles that offer hands-on experience in CORE FINANCE AND MARKETING 📌 If you know of any exciting internship opportunities or would like to discuss how I can contribute to your team, please feel free to reach out or connect with me. I am enthusiastic about learning and contributing to innovative projects that drive business growth and success! Let's connect and explore opportunities together! ✨

Starting a career as a financial analyst involves several key steps. Here’s a roadmap to help you get started: 1. Obtain a Relevant Degree: Most financial analysts have at least a bachelor’s degree in finance, economics, accounting, or a related field. 2. Develop Necessary Skills: Financial analysts need strong analytical, quantitative, and problem-solving skills. Proficiency in financial software and tools, as well as excellent communication skills, are also crucial. 3. Gain Practical Experience: Internships or entry-level positions in finance can provide valuable hands-on experience. Look for opportunities to work on financial projects or in roles that involve data analysis. 4. Get Certified: Certifications like the Chartered Financial Analyst (CFA) designation can enhance your credentials and job prospects. Other relevant certifications include the Financial Modeling and Valuation Analyst (FMVA) program. 5. Build a Strong Resume: Highlight your education, skills, and any relevant experience. Tailor your resume to the specific job you are applying for. 6. Apply for Jobs: Start applying for financial analyst positions. Use job boards, company websites, and networking to find opportunities. 7. Stay Updated: The finance industry is constantly evolving. Stay informed about the latest trends, tools, and regulations in finance by reading industry publications and attending relevant workshops or seminars. #finance #accounting #debt #seminars #workshops #busniess