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Financial Analyst

Help companies figure out where to put their money

₹13.6L – ₹19.3Lal año · estimación para India
⏱ 6–12 months🧭 Intermediate🗺️ 3 mundos · 15 misiones

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Nivel 1 · Curioso
⚡ 0 XP🔥 racha de 0 días

0 de 15 misiones hechas

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Habilidades que te llevarás

Financial modelingExcelAccountingValuationData analysisCommunication

Trabajos a los que lleva

  1. Junior Financial Analyst
  2. Equity Research Analyst
  3. Corporate FP&A Analyst
  4. Investment Analyst

Antes de empezar

  • ✓ Basic math & accounting knowledge
  • ✓ Strong Excel skills (or willing to learn)

15 misiones hasta Financial Analyst

3 mundos, 15 misiones. Toca cualquier círculo para abrirlo; el que brilla es el siguiente.

Mundo 1

Accounting Fundamentals

4–6 weeks

0/5

Learn how financial statements work.

🎓 Corporate Finance Institute (CFI) — Free courses curso📘 Accounting for Non-Accountants libro
No iniciado
Habilidades de esta fase
Cofre: insignia del mundo 1Termina el mundo 1 para abrirlo
Mundo 2

Financial Modeling in Excel

5–8 weeks

0/5

Learn to build models companies actually use.

📄 Wall Street Prep — Free tutorials artículo🎓 CFI — Financial Modeling Course curso
No iniciado
Habilidades de esta fase
Cofre: insignia del mundo 2Termina el mundo 2 para abrirlo
Mundo 3

Industry & Certification

Ongoing

0/5

Pick a specialty and get certified.

📄 CFA Institute — Free curriculum samples artículo📄 Investopedia — Financial modeling artículo
No iniciado
Cofre: insignia del mundo 3Termina el mundo 3 para abrirlo

Más sobre esta carrera

Sobre el trabajo, el salario donde vives, preguntas frecuentes y a dónde puede llevarte esta carrera después.

Sobre el trabajo

Qué harías

  • Investigar inversiones y recomendar cuáles hacer
  • Evaluar datos financieros actuales e históricos
  • Estudiar las tendencias económicas y empresariales
  • Examinar los estados financieros de una empresa para valorar su valor y crecimiento
  • Usar modelos financieros para resolver problemas y evaluar el impacto de operaciones
  • Preparar informes escritos y presentaciones

Dónde trabajarías

  • Empresas de inversión y valores (cerca del 24 % de los analistas financieros y de inversiones de EE. UU.)
  • Servicios profesionales, científicos y técnicos (cerca del 14 % en EE. UU.)
  • Bancos y otras entidades de crédito (cerca del 12 % en EE. UU.)
  • Sedes centrales de empresas (cerca del 11 % en EE. UU.)
  • Compañías de seguros (cerca del 6 % en EE. UU.)

Caminos posibles

  • Análisis financiero y de inversiones (calificar y recomendar inversiones)
  • Riesgo financiero (medir la exposición al riesgo de crédito y de mercado)
Fuentes: O*NET OnLine, 13-2051.00 - Financial and Investment Analysts; U.S. Bureau of Labor Statistics, Financial Analysts : Occupational Outlook Handbook. Comprobado el 23 oct 2026.

Todos los pasos completos

El texto completo de cada paso, para leer o imprimir. Avanza por ellos en el viaje de arriba.

Accounting Fundamentals 5 pasos

  1. Familiarize yourself with the three core financial statements: income statement, balance sheet, and cash flow statement.

    Familiarize yourself with the three core financial statements: income statement, balance sheet, and cash flow statement.

    Abrir este paso ↑

  2. Understand exactly how net income links to retained earnings and how changes in working capital affect cash flow.

    Understand exactly how net income links to retained earnings and how changes in working capital affect cash flow.

    Abrir este paso ↑

  3. Study foundational accounting principles like GAAP (US) or IFRS (International), and how they dictate revenue recognition.

    Study foundational accounting principles like GAAP (US) or IFRS (International), and how they dictate revenue recognition.

    Abrir este paso ↑

  4. Download and dissect a real public company's 10-K filing from the SEC EDGAR database, tracking their revenue and debt.

    Download and dissect a real public company's 10-K filing from the SEC EDGAR database, tracking their revenue and debt.

    Abrir este paso ↑

  5. Complete a basic accounting course to test your knowledge with real-world practice problems.

    Complete a basic accounting course to test your knowledge with real-world practice problems.

    Abrir este paso ↑
Financial Modeling in Excel 5 pasos

  1. Master advanced Excel functions specifically for finance (INDEX/MATCH, VLOOKUP, data tables, and goal seek).

    Master advanced Excel functions specifically for finance (INDEX/MATCH, VLOOKUP, data tables, and goal seek).

    Abrir este paso ↑

  2. Learn to build a flexible, dynamic 3-statement financial model from scratch without using a mouse.

    Learn to build a flexible, dynamic 3-statement financial model from scratch without using a mouse.

    Abrir este paso ↑

  3. Study and apply DCF (discounted cash flow) valuation techniques, including calculating WACC and terminal value.

    Study and apply DCF (discounted cash flow) valuation techniques, including calculating WACC and terminal value.

    Abrir este paso ↑

  4. Build a comprehensive financial model for a publicly traded company and compare your valuation to the market.

    Build a comprehensive financial model for a publicly traded company and compare your valuation to the market.

    Abrir este paso ↑

  5. Familiarize yourself with LBO (leveraged buyout) and M&A (mergers and acquisitions) modeling basics.

    Familiarize yourself with LBO (leveraged buyout) and M&A (mergers and acquisitions) modeling basics.

    Abrir este paso ↑
Industry & Certification 5 pasos

  1. Study for and pass the SIE (Securities Industry Essentials) or CFA Level 1 exam to demonstrate quantitative rigor.

    Study for and pass the SIE (Securities Industry Essentials) or CFA Level 1 exam to demonstrate quantitative rigor.

    Abrir este paso ↑

  2. Select a specific industry sector (e.g., tech, healthcare, real estate) and read its initiating coverage reports.

    Select a specific industry sector (e.g., tech, healthcare, real estate) and read its initiating coverage reports.

    Abrir este paso ↑

  3. Practice writing concise, evidence-based investment memos that state a clear 'buy' or 'sell' thesis.

    Practice writing concise, evidence-based investment memos that state a clear 'buy' or 'sell' thesis.

    Abrir este paso ↑

  4. Conduct informational interviews and network on LinkedIn with analysts at target firms to learn about their recruiting processes.

    Conduct informational interviews and network on LinkedIn with analysts at target firms to learn about their recruiting processes.

    Abrir este paso ↑

  5. Develop an online portfolio or blog showcasing your financial models and stock pitches.

    Develop an online portfolio or blog showcasing your financial models and stock pitches.

    Abrir este paso ↑

Preguntas frecuentes sobre Financial Analyst

Respuestas claras sobre salarios, duración y metodología.

¿Cuánto se tarda en ser Financial Analyst?

Esta ruta estima 6–12 months. Tiene 3 fases y 15 pasos, desde «Accounting Fundamentals» hasta «Industry & Certification».

¿Cómo llego a ser Financial Analyst?

Sigue las 3 fases en orden, empezando por la fase 1, «Accounting Fundamentals». Tu primera tarea: Familiarize yourself with the three core financial statements: income statement, balance sheet, and cash flow statement.

¿Cuánto gana un Financial Analyst?

El sueldo depende del país. El recuadro de salario de esta página muestra la estimación de DraftMyCareer, en moneda local, para el país elegido en el menú.

¿Qué necesito antes de empezar?

Esta ruta indica: Basic math & accounting knowledge; Strong Excel skills (or willing to learn).

¿Qué habilidades necesita un Financial Analyst?

Esta ruta cubre: Financial modeling, Excel, Accounting, Valuation, Data analysis, Communication.

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