The 9 habits of high-performing Financial Analysts

Getting promoted

Jan 25

There are 9 habits of high-performing Financial Analysts that separate them from the rest.

They are:

1️⃣ Ask until they understand all business drivers of the role

2️⃣ Eager to step out of their comfort zone to grow

3️⃣ Maintain regular touchpoints with all business partners, even when it gets busy

4️⃣ Challenge the status quo and review their processes for potential improvements

5️⃣ Have a positive attitude even when requests seem challenging

6️⃣ Include upside and downside scenarios with their forecasts

7️⃣ Know the major sensitivities of their financial models by heart

8️⃣ Develop their influence by sharing meeting summaries with attendees

9️⃣ Manage projects end-to-end and know how to keep their manager informed throughout

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