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Financial analysts invariably use spreadsheets (and statistical software packages) to analyze financial data, spot trends, and develop forecasts. The analyst often also meets with company officials to gain a better insight into a company's prospects and to determine the company's managerial effectiveness.
Thomas Jong Lee, commonly known as “Tom” Lee is an American entrepreneur, financial analyst, strategist, investor, businessman, and full-time contributor on CNBC's Fast Money, Tech Check, Halftime Report, and Closing Bell shows. [1]
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FP&A is distinct from financial management and accounting in that it is oriented towards business performance management, encompassing both qualitative and quantitative analysis. This positioning allows management to preemptively address both customer and operational issues .
Financial analysts focus on using data and research to … Continue reading → The post Financial Analyst vs. Financial Advisor appeared first on SmartAsset Blog.
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