Category: Analyst Best Practices

Where to Efficiently Get Data for Fundamental Analysis

Fundamental analysis requires reliable data from financial statements, industry reports, and economic indicators to evaluate a company's financial health.

Best Practices for Financial Modeling and Forecasting in Excel

Financial modeling and forecasting in Excel are critical skills for finance professionals. Follow best practices to create accurate, reliable models.

Best Practices for Formatting a Financial Model for Quick Adjustments

Creating a financial model that allows for rapid adjustments is essential. Ensure efficiency and accuracy with a well-structured, clear, and functional model.

Key Financial Statements Comparison Tools

Analyzing key financial statements requires sophisticated tools to uncover insights and evaluate a company's financial health effectively.

Excel Formulas You Should Have Memorized as a Financial Analyst

Every analyst feels confident in Excel until earning season hits. Master these formulas to save time and improve efficiency in dissecting and creating financial models.

Essential Financial Ratios: A Guide for Aspiring Analysts

Young professionals & industry newcomers often struggle with fundamental financial ratios. This guide explains the crucial ratios & how to use them effectively.

6 Common Analysis & Valuation Techniques in Financial Models

Valuation and analysis techniques are central to financial models. Here are six common types we should know.

Indispensable Excel Add-Ins for Data Collection, Normalization & Integration

Efficiently collect, integrate, and analyze data with Excel add-ins. Enhance your financial analysis for smarter, faster, and more accurate results.

The Fastest Excel Add-Ins for Financial Modeling and Analysis

Enhance Excel with add-ins for accurate, dynamic financial models. Boost efficiency, create robust models, and gain deeper insights in finance.

Essential Excel Add-Ins for Data Visualization & Reporting

In today's data-rich financial landscape, the ability to effectively communicate complex information through compelling visualizations is a critical skill.

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