FP&A Sessions

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FP&A Series Getting Analysis Right for Finance | The Goals and Roles of the Finance Analyst

Credits: CTP/CCM: 0.8 | FPAC: 0.8

As the role of the CFO evolves, so too must the role of the finance analyst evolve to keep pace with the CFO’s changing needs. By developing the skills needed to anticipate the requirements of the CFO and stiving to answer the three whats - What happened? What Does it Mean? What do we do next? The finance analyst positions the CFO and business partners for future success. 

Learning Objectives 
• Understand what the CFO requires from the role of the finance analyst.  
• Understand what skills are required to accel in the finance analyst role.

Credits Confirmation
If you attended this session at FP&A Series: Getting Analysis Right for Finance, August 30, 2023 and claimed credits, you cannot also claim credits for viewing this recording.

At the conclusion of the recording the accompanying quiz will appear on-screen. Once you’ve successfully completed the quiz, you will be prompted to complete a brief Credits Request Form. Following the completion of this form, an email confirmation of credits earned and directions to post your credits in the Recertification Reporting Tool will be sent to you for your records.

Speakers

  • William Washington III
    Global Chief Financial Officer
    Baker McKenzie
  • Bryan Lapidus, FPAC
    Director, FP&A Practice
    AFP