Overview
Workflow Best Practice for Analysts Course
Efficient workflow management is critical for saving time, ensuring accuracy, and improving team collaboration. Learn invaluable lessons from experienced analysts who have honed their skills over many years of work experience. This course distills essential best practices for naming conventions, versioning, formatting, and automation, helping you to avoid common pitfalls and shortcut your way to exceptional working practices. Master these techniques to boost your productivity and build a strong reputation as a top-tier analyst. Additionally, you’ll find plenty of inspiration and suggestions for how to further develop your skills, speed, and efficiency.
Who Should Take This Course?
This course is ideal for analysts at any stage of their career who want to enhance their workflow efficiency and productivity. It is particularly beneficial for analysts who work with many stakeholders or deal with lots of files, data, and presentations.
Workflow Best Practice for Analysts Learning Objectives
- Use best practice file date conventions to improve organization and collaboration
- Produce best-in-class documentation and audit trails for your models and data links
- Understand why Excel is superior to Google Sheets for financial modeling
- Explore best-in-class model formatting with a financial modeling expert
- Implement basic automation to effectively manage data and chart connections between Excel and PowerPoint
- Identify tools to enhance efficiency and double your productivity
Prerequisite Skills
Recommended skills to have before taking this course.
- Basic computer skills
Workflow Best Practice for Analysts
Led by
Sebastian Taylor
Level 2
1h 56min
100% online and self-paced
Field of Study: Finance
Start LearningWhat You'll Learn
Lesson
Multimedia
Exams
Files
Naming Conventions
Software & File Storage
Summary
Qualified Assessment
This Course is Part of the Following Programs
Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.
Financial Modeling & Valuation Analyst (FMVA®) Certification
- Skills Learned Financial modeling and valuation, sensitivity analysis, strategy
- Career Prep Investment banking and equity research, FP&A, corporate development
Business Essentials Certificate
- Skills Learned Microsoft Excel, Word, PowerPoint, Business Communication, Data Visualization, Ethics
- Career Prep Sales Skills, People Management Skills, Relationship Management Skills, Business Analysis Skills
Financial Planning & Analysis Professional
- Skills You’ll Gain Accounting, Finance, Excel, Data Analysis, Financial Statement Analysis, Financial Modeling, Budgeting, Forecasting, Power Query, Power BI, Data Visualization, Economics, and more
- Great For The FPAP certification focuses on practical, desk-ready skills that are immediately applicable to current FP&A professionals or anyone seeking to land a role in FP&A
What Our Members Say
Great
I believe this course will enhance your reputation as an analyst as it helps to present your work in simple, easy to understand and standardised formats Ukarsha Salisu
Awesome
This course is highly relevant to professionals in every work environment where information is used JOSEPH MUTENGA GULOBA
My productivity will be greatly boosted by the course
Jim Matsemela
Highly valuable material
This course has better prepared me for an upcoming summer analyst program. If I managed a team than I will make this course a part of the required training, Kyle Nye
Frequently Asked Questions
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