Being a Financial Analyst entails a wide range of activities – from gathering and analyzing data, making forecasts, and many more. This high-profile role presents data to the company’s executives to show their analysis of historical numbers, projections, and provide recommendations.

In this blog, we will dissect the functions and importance of this role. Also, if you are aiming to become a Financial Analyst, we have a few tips for you.

The Basics

Analysts have a full list of duties and responsibilities, depending on the organization they work for, their industry, and their seniority.

Corporate Analyst | Seattle Financial


This role also requires a creative thinker and problem solver, with a strong analytical mind.  It also comes with attractive compensation and promising career growth.

If you are interested in the career of a Financial Analyst, please review a few tips on how to get started.

Understand what you will be doing

There can be a disconnect of what the role actually requires and an individual’s expectations. A corporate financial analyst supports the management and influences their decisions, through monitoring the whole financial process of the company, their financial statements, income and expenses, taxes, and other money matters. Their insights are valuable and especially during meetings with stakeholders. These courses from Corporate Financial Institute on Online Financial Analyst Courses, provide complete training on all of the most important skills that are required for the job.

Having the right education is the key

A wide array of courses and trainings are available for personal and career development. Make sure that you know the ones that are vital to the role. A good undergraduate in accounting, finance, business administration, or any related field.  If you already have your college degree and you decide to have a career shift, make sure that you are equipped with the right training and courses. Educational credentials are attractive to employers.

Ready… Set… GROW!

Have a clear mindset for career growth – intellectually and emotionally. Those who work through the ladder have the right strategy and attitude to be in the role. Consider the company that you will be working for – a well-established company or potentially a startup. Each will have similar, but differing needs.




Looking for the right accounting and finance firm?  Consult one of our high-caliber recruiters at or call us at 206.343.8732. 

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