Preparing you for your first Financial Analyst Internship/Role! (FROM A REAL FINANCIAL ANALYST)
Did you accept an offer for first financial analyst internship or role? Are you nervous and want to be as prepared as possible to do well? You came to the right place. I have had over a year of experience in financial analysts positions and want to give you the inside scoop!
In this video, I go over 3 main things that you need to be proficient at to perform well and thrive as a financial analyst.
In summary,
1. Learn Excel
2. Learn the mindset of a good financial analyst
3. Learn how to effectively communicate
Good luck and I am sure you will do so well!
-Kyle James
Notes:
Sound effects: artlist.io/
Music: artlist.io/ (Artists: Magiksolo , Steven Beddall)
Intros and transitions: www.canva.com/
Thumbnail: www.canva.com/
Editing software: lwks.com/
B-roll clips: www.pexels.com/
Пікірлер: 20
Finally, a young person who gets it. Yes, if you want to work in finance, learn Excel. I don't know what AI will bring, and neither do you, but I know that in finance, we use Excel. Do something else if you don't like it
thank you brotha.
Great video!! Can you make a video about data analyst roadmap for 2024?
Can you give tips on getting a finance internship??? I dont have any experience on my resume
Hello Kyle ! My name is Justin Munoz and I am a transfer student on my way to a uni for a finance degree. My goal is to be a finance analyst out of school . Im currently taking excel certificate courses online before I start this 2 year journey to graduate . Do you recommend continuing the certifications ? And if so do you any completed ?
@SnappySportsHub
6 ай бұрын
where did you get your certificate?
@KyleJamess
5 ай бұрын
Hey Justin! I have not, what certificate were you working on?
Is fpna the same as financial analyst?
@KyleJamess
Жыл бұрын
Hey, in many cases they will be used interchangeably and have many of the same job tasks. It usually depends on the company tbh. But, in my experience, FP&A is usually a much more centralized team; being active in general planning/forecasting for a wide array of teams/organizations. They mainly help pull together financial statements for leadership to see from the arms of the businesses they are supporting. For example, FP&A might communicate to fin. analysts(who are dedicated to their sole business lines), from a bunch of teams, to gather all-up business inputs on financial performance/forecasts, ask important questions and pull together a nice view for leadership(usually in a P&L format).
An excel video would be nice!
@KyleJamess
Жыл бұрын
Yes you are right. I need to make one!
@scholarlyanalyst7700
Жыл бұрын
@@KyleJamess What sounds harder to your "ears"? 1. CPA or 2. Masters Degree in Statistics?
@KyleJamess
Жыл бұрын
@@scholarlyanalyst7700 hey- sorry for the late reply! I guess my first thought would be why do you ask? What career goals are you trying to reach? From my perspective, I never “loved” accounting and didn’t mind my base level statistics class. So I would say CPA is probably tougher since it is a 4 part exam that you pass/fail, but I honestly don’ have any evidence for this opinion lol.
@scholarlyanalyst7700
Жыл бұрын
@@KyleJamess I am asking to get a 'pulse' for what potential clients think. If potential clients perceive a professional (consultant) to be really smart, that's probably in the consultant's favor? So, knowing which is perceived to be tougher might influence my academic/professional route one way or the other?
@KyleJamess
5 ай бұрын
What excel things are you looking to learn?
What is the future of financial analysis in today's age of AI ?
@KyleJamess
5 ай бұрын
Good question… wish I knew haha
Great Video! I’m working on a KZread channel where I interview people on what they do for a living in a more in depth meaningful manner. My objective is to have students understand what field they are getting themselves into as well as the general public that are trying to career shift or curious of what others around them do. Would you like to do a colab? (PS Sorry I need to message you through the chats, I didn't see your email anywhere.)