6 Ways to Be a More Focused Financial Analyst

by Richard C. Wilson on April 21, 2014

Do you feel that your day starts out right and then derails with the first distraction? This is how many financial analyst feel. But if you want to be more productive and successful as a financial analyst, you need to find ways to be focused and stay focused throughout the day. Here are some tips for being a more focused financial analyst.

  1. Start Early – If you start early, you can usually get some quality time before the bustle of the day sets in. Starting early can help you get some things done, making you feel motivated and accomplished, and not let the distractions of the day take over your to do list.
  2. Eat Breakfast – Focused financial analysts eat their breakfast. It is a proven fact that you have more energy and more mental focus if you eat “the most important meal of the day.” Skipping breakfast because you don’t like it or are too busy are not the excuses used by focused and productive financial analysts.
  3. Get up and Move – Throughout the day, it is important to get up and move around. In order to stay more focused you need to recognize when your eyes and brain need a break and your body needs to move. Moving around, getting the circulations moving, and tearing yourself away from your computer can help you be more focused when you return to the task at hand.
  4. Do not Multitask – Though it seems that multitasking would mean you get more done, it has been shown that, typically, those that multitask are not able to give their 100% to one task. Therefore, though more tasks may be completed, they are typically not completed to the best of one’s ability. Learning to focus on one task at a time and committing your attention to it wholly will help you become a more focused financial analyst.
  5. Prioritize – One of the first thing that productive and successful financial analysts do when they start their day is prioritize their daily tasks. This will help them focus on the most important and time sensitive matters first guaranteeing they get done. If you want to be more focused, you must know what to focus on in order to succeed.
  6. Know your Limits – A more focused and successful financial analyst knows his or her limits and knows that saying yes to everything will not bode well in the long run. It is important to know your limits as a person and a financial analyst therefore knowing when to say yes and when to say no to meetings, tasks, collateral duties, and extracurricular activities. To be more focused as a financial analyst, you must know your limits and not be afraid to enforce them.

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9 Things That Highly Productive Financial Analysts Do NOT Do

by Richard C. Wilson on April 15, 2014


Being a successful financial analyst should obviously be the goal of anyone in your field. Therefore, it is important to be productive in order to be successful.  The most successful people are focused and determined. If you are striving for success, there are many things that highly product financial analysts do NOT do in order to stay focused and be productive.

DO NOT MULTI TASK – Though multi-tasking seems necessary and important to know how to do, the most productive financial analysts do not multi task. They focus on the task at hand and get it done in a timely manner. It is important to be able to concentrate on one task and give it your full attention in order to be productive.

DO NOT WORRY ABOUT WHAT OTHERS THINK – Highly productive financial analysts are not worried about what other think about them or what they are doing. They do not need validation from others in order to succeed, or feel that they are successful.

DO NOT LET DISTRACTIONS BECOME A PROBLEM – When being a highly productive financial analyst, one must be able to work through distractions and not be completely derailed by them.  There will be distractions in the work place. Knowing how to work in spite of them is critical to success.

DO NOT PROCRASTINATE – Productive and successful financial analysts do not procrastinate. They work on the task as soon as they can and get it finished in a timely manner without waiting until the last minute to work on the project or task thus eliminating “thrown together” or haphazard work.

DO NOT SET UNREALISTIC EXPECTATIONS – Successful financial analysts do not set unrealistic expectation for themselves or those that work for them. They set realistic goals and set themselves up to succeed not fail. Unrealistic expectations can cause disappointment and frustration. Setting achievable goals and preparing for bumps in the road helps one be properly prepared and therefore successful.

DO NOT SAY YES TO EVERYTHING – It is important to be able to say yes to new projects and additional work that can broaden your job description; however, it is also important for financial analysts to know when to say “no.” Highly successful people know they cannot say yes to everything or please everyone and therefore assess whether they can or should say yes before agreeing to something.

DO NOT GOSSIP – It may be stereotypical that everyone in the office gossips around the water cooler. However, successful financial analysts do not partake in such gossip. It is unprofessional and can only lead to issues or problems. Successful people have better ways to spend their time than gossiping about others in the workplace.

DO NOT ACT HASTILY – Highly successful people do not act hastily. They consider the decision at hand in detail and ensure they are making the best decision for the situation before making it. They carefully weigh their options before committing to something.

DO NOT GIVE UP – Financial analysts who are successful do not give up. They do not give up on a task, a plan, or a task. If they agree to complete an assignment or a task they complete it to the best of their ability, even if it gets difficult or time consuming. Highly successful financial analysts stay the course and do not give up.

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3 Don’ts All Financial Analysis Job Seekers Should Think About

April 13, 2014

Whether you are out of job or just looking to move to the financial analysis field, the job search process can be daunting at best. If you are looking for your first or next financial analysis job, here are some way to get your job search in financial analysis moving forward. DON’T BE GENERIC WITH […]

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Balancing Work and School as a Financial Analyst

March 24, 2014

As a financial analyst trying to continue to grow in your field, you may find that attaining an advanced degree or certification would be beneficial. But balancing a full-time job, a personal life, and school can seem overwhelming. Here are some tips for financial analysts to help find a work-life balance. HAVE A PLAN. Don’t […]

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3 Things to Do This Week to Network as a Financial Analyst

March 17, 2014

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10 Things Every Successful Financial Analyst Does

March 3, 2014

You want to be the most effective and successful financial analyst you can be. In order to do so you must learn some valuable time managing and efficiency skills to help you be the most successful financial analyst you can. Here are 10 things every financial analyst should do to be the most successful at […]

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5 Ways to be Happier at Work in Financial Analysis

February 9, 2014

Financial analysis professionals spent over half their waking hours at work.  Therefore, it is important for them to be happy in the workplace.  Even if the job is stressful, it is imperative to find ways to be happy and stay happy at work.  Here are 5 ways to be happier at work in financial analysis. […]

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Tips for Financial Analysts for a More Productive Commute

January 13, 2014

Do you commute to your job? Many people do. The average commute in America is 24.3 minutes and American’s spend approximately 100 hours a year going to and from their place of business. So how can a financial analyst make that 100 hours more productive? If you are looking to improve your productivity as a […]

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5 Things to Consider When Making Your Personal Financial Analysis Brand

January 6, 2014

If you are in the market for a new financial analysis job, you will find that you need to have a personal brand.  Today, having a personal brand isn’t an option; it’s a necessity.  But what is a personal brand? Your personal brand is what you provide others when networking, what you provide as your […]

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A Financial Analyst’s Guide to Staying Productive at Work

January 2, 2014

As a financial analyst, you likely have a lot going on during your day. Staying productive can be a challenge when trying to balance emails, phone calls, meeting, and timelines. However, a well-organized financial analyst can stay focused at work and be more productive simply by taking a few steps to ensure his or her […]

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