Category: Analyst Best Practices

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.

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

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

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

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

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

Accessing company historical data is crucial for informed investment decisions. Review income statements, balance sheets, and cash flow statements for insights.

Excel add-ins for AI & automation turn spreadsheets into powerful tools, helping financial professionals streamline workflows & enhance analytical capabilities.

APIs simplify the way we access historical financial data, enabling us to make informed decisions and develop smart strategies.

Wondering how to do financial analysis in Excel? These 7 steps will give you the fundamentals needed to make good decisions efficiently.