Financial Planning & Analysis Explained In 5 Minutes financial analysis

by noithatSDFGH



Ryan O’Connell, CFA는 5분 만에 재무 계획 및 분석(FP&A)을 분석합니다. 그는 다음 주제에 대해 논의합니다. 0:00 Intro 0:31 FP&A는 비즈니스에서 어떤 역할을 하나요? 2:33 FP&A 업무의 장단점은 무엇인가요? 4:14 누군가가 어떻게 FP&A에 침입할 수 있습니까? 재무 및 투자와 관련된 더 많은 기사와 비디오를 보려면 내 웹사이트를 확인하십시오. 포트폴리오 문의 사항이 있는 경우:portfolioconstructs@gmail.com *공개: 이것은 재정적 조언이 아니며 그렇게 받아들여서는 안 됩니다. 이 영상에 포함된 정보는 의견입니다. 일부 정보가 틀릴 수 있습니다. 이 YouTube 채널은 Portfolio Constructs LLC가 소유하고 운영합니다.

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Financial Planning & Analysis Explained In 5 Minutes

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Financial Planning & Analysis Explained In 5 Minutes
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16 comments

Rustic Home 18/10/2021 - 4:10 PM

Hi Im an Indian chartered accountant who wants to become a financial analyst …what do u recommend ? I'm an introvert and o prefer analysis over sales.

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Bret Steinmann 18/10/2021 - 4:10 PM

This a fantastic video

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Hugh Jazz 18/10/2021 - 4:10 PM

What prepared you for your quantitative analyst role – in other words, how did you get that job? I saw it on your LinkedIn.

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shxmp yt 18/10/2021 - 4:10 PM

Thanks for the video, if I were to get a business degree would that still be acceptable for this job? Or would I have to major in finance

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SRIJAN GUPTA 18/10/2021 - 4:10 PM

Provide us your LinkedIn profile ❤️

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my kom 18/10/2021 - 4:10 PM

would you recommend it switching from accounting job, seems higher pay. Which type of higher excel formulas does fp&a use? any sql?

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TheRandomVids 18/10/2021 - 4:10 PM

I have 2 years left of business school. Which do you think is better to take first the CFA, CMT, CPA or FP&A. I have an interest in all of the above.

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Mnsndjsjs 18/10/2021 - 4:10 PM

How did you transition from FP&A? Was your experience in FP&A worth something after the transition?

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K Liu 18/10/2021 - 4:10 PM

sounds like a good gig, but can't move up past Senior FP&A is a no for me.

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Shane Fife 18/10/2021 - 4:10 PM

Thanks Ryan for the info.
How often do you use Tableau?

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abdelrahman salah 18/10/2021 - 4:10 PM

your channel is Awesome

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trevjaywill 18/10/2021 - 4:10 PM

Hey Ryan, thanks for the video (subscribed). I normally don't make long comments like these on videos but I see that you're responsive and I'm really curious what your take would be on my situation:

I did my undergrad in Social Science at a local university in the US and then did a Master's at a pretty good university in the UK, but it was in international relations. I wanted to do political risk analysis and work with political science and data, but that route didn't have a lot of jobs and salaries were low. Through working enough jobs on the side through school in billing and collections, I now manage an AR team at a decent-sized tech company where I live. I don't have a degree in finance/accounting and am reluctant to sink any more money into school, so I'm just trying to hustle my way through it all and build up my skillset. FP&A seems within reach if I bust my ass and start implementing the principles of that role into the one I have right now, and maybe some smaller company takes a chance on me. Do I seem too off my rocker in thinking this? What other advice would you give me, if any?

If you end up reading/responding thanks in advance!!!

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Jerome Lustre 18/10/2021 - 4:10 PM

Thanks Ryan!

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BunnyCandyEdits 18/10/2021 - 4:10 PM

Which softwares are helpfu in FP&A l and ways to learn?

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MoneyBall 18/10/2021 - 4:10 PM

Can someone with an equity research background shift to an FP&A job?

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William Kaseu 18/10/2021 - 4:10 PM

What entry level job would you recommend to people who just graduated from college with a degree in finance?

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