1. THE DIMINUTIVE PRESENTATION OF FINANCIAL ANALYSIS ROLE IN AN
ORGANIZATION
SUMMARY: A financial analyst must be able to correctly discern what question is being
asked by management so that the resulting financial analysis work is focused on the collection
of the correct data and most common financial analysis tasks with which a controller is
confronted is evaluating capital investments
The financial analysis that relates to the continuing evaluation of current operations involves a
great deal of judgment regarding the applicability of certain actions, as well as a great deal of
work in communicating the results to management for further action
ROLE OF FINANCIAL ANALYSIS
The role of the Financial Analysis group is to provide accurate, timely, high quality financial
analysis and advice to decision-makers in an organization. The Financial Analysis role
performs in details analysis of the organization. Or institution’s financial and working results
autonomously of the business units and prepares management information for Senior
Management and the Board. This function is generally found as a separate unit only in larger
institutions or organization Financial Analysis is responsible for developing and linking the
strategy of the institutions or organization and its major units to its long variety and yearly
operating and capital budgets.
EXCELLENCIES OF FINANCIAL ANALYSIS
Other Credentials. Strong math, analytical, and problem-solving skills are essential
qualifications for financial analysts. Good communication skills are necessary
because these workers must present complex financial concepts and strategies. Self-
confidence, maturity, and the ability to work independently are important. Financial
analysts must be detail-oriented, motivated to seek out obscure information, and
familiar with the workings of the economy, tax laws, and money markets. Although
much of the software they use is proprietary, financial analysts must be comfortable
working with spreadsheets and statistical packages. Characteristics and examples of
performance indicators that guide supervisory judgment in determining an appropriate
rating in the context of the nature, scope, complexity, and risk profile of the
Institution are set out below.
STURDY
The term of office, organization structure, resources, methodologies and practices of the
Financial Analysis function meet or exceed what is considered required, given the
temperament, scope, difficulty, and risk profile of the organization. Financial Analysis has
always verified highly successful presentation. Financial Analysis personality and
Presentations are advanced to generally accepted industry practices
SATISFACTORY:
The authorization, organization structure, resources, methodologies and practices of the
Financial Analysis role meet what is careful needed, given the scenery, scope, difficulty and

2. risk profile of the institution. Re-engineering and deploying the process for translation of
strategic targets into comprehensive, well-vetted annual operating/capital budgets; Leading
the creation and overseeing the implementation of a rigorous financial management capability
to ensure delivery of annual budget results and support cash flow obviousness; and financial
Analysis performance has been effective. Financial Analysis individuality and presentation
meet generally accepted industry practices
REQUIREMENTS PERFECTION:
The consent, organization structure, resources, methodologies and practices of the Financial
Analysis function generally meet what is considered necessary, given the nature, scope,
complexity and risk profile of the institution, but there are some important areas that require
improvement. Primary factors for this growth are increasing complexity and global
diversification of investments and growth in the overall amount of assets under management.
As the number and type of mutual and hedge funds and the amount of assets invested in these
funds increase, companies will need more financial analysts to research and recommend
investments. As the international investment increases, companies will need more analysts to
cover the global range of investment options.
FEEBLE
The authority, organization structure, resources, methodologies and practices of the Financial
Analysis function are not, in a material way, what is considered necessary, given the nature,
scope, complexity, and risk profile of the institution. Financial Analysis presentation has
confirmed solemn instances where efficiency needs to be improved through immediate action.
Growth in financial services will create new positions, but there are still far more
people who would like to enter the occupation. For those aspiring to financial analyst
jobs, a strong academic background, including courses such as finance, accounting,
and economics, is essential. Certifications and graduate degrees Financial Analysis
characteristics and/or performance often do not meet generally accepted industry practices
CONCLUSION: Financial Analysis presentation has been generally effective, but there are
some significant areas where effectiveness needs to be better. The areas needing improvement
are not serious enough to cause prudential concerns if addressed in a timely manner. Financial
Analysis characteristics and/or performance do not consistently meet generally accepted
industry practices.