admin

Author Archives

6 Ways to Be a More Focused Financial Modeling Professional

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

  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 modeling professionals 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 modeling professionals.
  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 modeling professional.
  5. Prioritize – One of the first thing that productive and successful financial modeling professionals 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 modeling professional 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 modeling professional 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 modeling professional, you must know your limits and not be afraid to enforce them.

9 Things That Highly Productive Financial Modeling Professionals Do NOT Do

Being a successful financial modeling professional 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 modeling professionals 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 modeling professionals 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 modeling professionals 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 modeling professional, 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 modeling professionals 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 modeling professionals 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 modeling professionals 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 modeling professionals 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 modeling professionals 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 modeling professionals stay the course and do not give up.


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

Whether you are out of job or just looking to move to the financial modeling field, the job search process can be daunting at best. If you are looking for your first or next financial modeling job, here are some way to get your job search in financial modeling moving forward.

DON’T BE GENERIC WITH YOUR RESUME – Be sure to personalize your resume for the job you are applying. This means that there is a little more work for you because you don’t just have one resume; but the “one size fits all” days of resumes is over. Personalize the resume to the specific job qualifications that a potential employer is looking for. Taking the time to address specific experience you have that is particular to a financial modeling job to which you are applying can help you land that job interview. Be sure to avoid common resumes mistakes such as grammar and spelling errors as well.

DON’T EXPECT THE JOB TO FIND YOU – One fatal mistake that many financial modeling job seekers make is that they cast a small net out into the job search world and then expect the next financial modeling job to find them.  It’s important to realize that you are not going to find a job if you do not actively search for a job. Job seekers must be diligent, setting aside specific time to search for that next financial modeling job. Even if you are just passively looking for another job because you are not 100% satisfied, you will find that if you don’t actively look for the job, you will likely have little luck in finding a job.

DON’T PUT ALL THE FOCUS ON YOU – Financial modeling job seekers can make a big mistake during the job search process by concentrating their efforts on themselves rather than putting the focus on the job of interest.  Whether you are writing your resume, your cover letter, or answering questions in a job interview, turning the focus to your experience specific to the job description of the job of interest is the best way to keep the focus on you as a potential candidate. Read the job description and make certain your resume is tailors to the specific important traits the job is looking for and be sure to focus your answers in the job interview on the same. Ask questions during the interviews that pertain to the company and the job at hand, proving you have done your research and you are truly interested in the job.

There are many ways to move your job search forward as you are looking for that next financial modeling job. Concentrating on these don’ts will help you put your focus in the right place and have you on your way to your next (or first) financial modeling job.


Balancing Work and School as a Financial Modeling Professional

As a financial modeling professional 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 modeling professionals to help find a work-life balance.

HAVE A PLAN. Don’t haphazardly enter a degree or certification program. Have a plan. When would you start and complete the program? How will you pay for it? When will you study? How much time do you need weekly to work on studying and attending class? Is it doable?

ALLOT STUDY TIME. Schedule specific, undisturbed study time. Have a set place you go and study there as frequently as possible. Do not allow constant distractions or interruptions. This place may be the library after work, your office on your lunch hour, or your kitchen table after the kids are in bed but whatever it is stick to it and get in the habit of studying there at that time.

MAKE TIME FOR A PERSONAL LIFE. You can’t just neglect you and your family for the duration of your schooling. Make sure you take time to play with the kids, go on a date with your spouse or significant other, and/or go workout. You might have to be more planned and less spontaneous but keeping your personal and family life healthy will help you be more successful at both work and school.

GET EVERYONE ON BOARD. If you have family, spouse, or a significant other, even close friends on board with your back-to-school plan, you will find great success.  Explain to them why it is important to you to obtain this certification or degree and what it will take from you and them for you to accomplish this goal. If they feel a part of your mission, they will be more likely to help you reach your goal instead of being a distraction. Especially with children, it is important for them to understand this is a temporary life change that will be for everyone’s benefit down the road.

CHOOSE A PROGRAM THAT FITS YOUR PERSONALITY AND YOUR LIFE.  With so many options through which to obtain a degree or certification, it important to choose a program that fits you. Do you need the accountability of classroom attendance? Does your ever-changing work schedule require the flexibility of an online program? No matter your circumstance, you are likely to find a program that suits you. Finding the right program can contribute to your success.

Today, financial modeling professionals find that having a certification or degree helps them be more competitive in the job market. Keeping these tips in mind when choosing and starting a program can help you be the most successful financial modeling professional you can be while balancing work and school in the most effective manner possible.


3 Things to Do This Week to Network as a Financial Modeling Professional

Networking. We all hear the word. Use the word. Think about the work. As a financial modeling professional, we need to be actively pursuing the word. We need to network.

Some financial modeling professionals are naturally good at networking. They run in the right crowds. Are in the right places at the right times. Just innately known how to network. Networking can be the key to making the right connections within your field and ensuring that you find that next job as a financial modeling professional.

If that is not you, here are 3 things you can do this week to network as a financial modeling professional.

#1 – Spend 15 minutes on Linked In – If you have a Linked In profile, this week, log in, endorse some people you know, add a skill, update your resume, or update your picture. Even if you are not job hunting, having an updated profile as a financial modeling professional is helpful. Then take some time to search for someone in a position similar to yours at a larger company or someone you know that you haven’t connected with and connect with them n Linked In. And now you have networked a little. If you don’t have a Linked In profile, get one.

#2 – Search for Connections on Facebook. – If you use Facebook professionally, search for an organization you work for or with and “Like” their page. Then find a question to answer or a statement to comment on. Get involved in the conversation. You might be surprised what connections you make.

#3 – Visit a Professional Organization Website. – If you, as a financial modeling professional, are a member of a professional organization visit their website. If you are not a member, find a professional organization website visit and consider membership. Look for forums on the website where you can ask questions and share professional knowledge and resources. Ask and/or answer a question and start participating in dialogue. You never know who you might meet on a professional financial modeling professional website. Remember to visit regularly.

As a financial modeling professional, you need to make a concerted effort to network with other financial modeling professional’s.  This helps you not only build your network but contributes to your professional knowledge, which is a benefit to any financial modeling professional.


10 Things Every Successful Financial Modeling Professional Does

You want to be the most effective and successful financial modeling professional 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 modeling professional you can.

Here are 10 things every financial modeling professional should do to be the most successful at their jobs.

  1. Keep a calendar. – Having a calendar can help you better plan and prioritize your tasks.  Calendars also help ensure important deadlines are met and appointments are kept.
  2. Manage distractions. – Distractions are the biggest reason you don’t get more accomplished. Limit your distractions and you will get more done.
  3. Have office hours. – Office hours give you a chance to let your colleagues approach with you questions or problems while keeping the number of distractions under control.
  4. Be a good listener. – Listening to your superiors and subordinates can help you succeed.
  5. Prioritize your tasks. – Prioritizing ensures you get the critical work done first.
  6. Get up and move. – Making sure you get up and move around keeps you focused and gives your body the necessary boost in energy it needs to make it through the day.
  7. Remember your personal development. – Remembering to make personal development a priority is important to your overall success.
  8. Have a good work-life balance. – When you are at work be at work and when you are not, leave work behind. It’s important to have a healthy balance.
  9. Know your people. – Getting to know your people ensures your team is cohesive and will likely help you earn the respect you need for your team to succeed.
  10. Take a moment for you. – Taking a moment for you is a positive way to rejuvenate so you can concentration on the tasks at hand when you refocus.

Though some of these may seem intuitive, or even counter-intuitive, being conscious of 10 things can help make you a well-respected, well-rounded, effective financial modeling professional.


5 Ways to be Happier at Work in Financial Modeling

Financial modeling 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 modeling.

1 – Socialize – You don’t have to be best friends with your co-workers, but, in order to be happier at work, a financial modeling professional should take some time to socialize with his co-workers.  Taking the time to get to know those that you work with, celebrate birthdays at work, lunching with teammates, or just chatting with others in the break room can make working together more fun.

2 – Set attainable goals – Everyone loves the feeling of achieving a goal.  Therefore, in financial modeling, it is important to set goals and work to achieve them. But, if you want to be happier at work, set attainable goals, even if you have to set several small goals, so that you can meet the goals.  Be sure to celebrate when you do reach your goals.

3 – Take advantage of benefits and perks – Many companies offer financial modeling professionals perks and benefits for working at their company. And, yes, we know you are a very busy financial modeling professional, but it is imperative to your career that you take the time to benefits from the perks and extras that the company provides. It can make your time at work more fun and give you something to look forward to as well as show your employer you are grateful for the benefits.

4 – Take a minute for yourself – Financial modeling can be a very hectic job. It is important to take a minute for yourself each day to ensure you have the best attitude and mind set to do your job to the best of your ability.  One of the best way for you to be happier at work is to know your personal lives are taken care and that you giving your job 100% when you are there.

5 – Ask for the schedule that suits your life – Today more and more financial modeling professionals are working a more flexible schedule that allows them the best work-life balance for their lives.  If you are working a schedule that isn’t the best for your home responsibilities, take the time to ask for a schedule adjustment that will help you balance your work and life commitments the best. You never know what you might get if you don’t ask and if you truly want to be happier at work you need to know you have done everything you can to make your work-life balance the best.


Tips for Financial Modeling Professionals for a More Productive Commute

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 modeling professional make that 100 hours more productive? If you are looking to improve your productivity as a financial modeling professional, finding a way to take advantage of that time you spend on your commute is crucial. Below are some tips to help you maximize your time and become a more productive financial modeling professional.

LEARN SOMETHING – You could use your commute time to further your education, improve your skill set, or update your financial modeling professional skills. How? Use the time to listen to self-help books and technical books about the skills that you need or would like to have a financial modeling professional. Do you want to be a better leader? Consider listening to leadership books. Would knowing a second language be helpful as a financial modeling professional? Check out an audio language program. Do you need to increase your computer skills? Find some audio books on the topic for you.  Learning something while driving or riding to work on your commute can be an excellent way to keep you on the road to self-improvement and career advancement as a financial modeling professional.

MAKE NOTES – Another great way to maximize your commute time is to make notes about projects, prepare your to-do lists, make a priority list, or get a head start on your correspondence.  By doing so, you can have more time to get things done at work and have extra time once you arrive. If you use your commuting time to get ready and prepared for your day you will find that you will be more productive during your day. If you ride to work, you can make notes, go through emails, and even type up correspondence. If you drive to work, you still have the opportunity to get started on your day by investing in a voice recorder and making audio notes.

MAKE SOME CALLS – You can also maximize your time by using your commute to return some calls, set up appointments, or call some clients. This time is an excellent opportunity to get some time on the phone, especially if you drive to work. If you make your cell phone hands-free, you can call a client from the peace and undisturbed quiet of your car. As a financial modeling professional, you may have clients to call or appointments to make. Just completing one call on your commute gives you one less things to take care of once you get to work.

RELAX AND DECOMPRESS – Though maximizing your time by completing some of your tasks can be a great way to stay on top of things and get ahead, it is also a good idea to take the time to relax and decompress from time to time. You may find that you need to take the time on your commute home to let go of the day, readjust your attitude and make yourself ready for your next phase of your day.

If you have a commute, whether it be by car or train, there are many things you can do to improve your day, yourself and your productivity as a financial modeling professional. Simply find what works best for you and get started. You may find your commute to be the most productive part of your day.


5 Things to Consider When Making Your Personal Financial Modeling Brand

If you are in the market for a new financial modeling 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 personal marketing through social media, your resume, and networking.

It is important for every financial modeling professional to define his or her personal brand and have a clear understanding of it before heading into the job market and seeking a new financial modeling job. Therefore, it is good to consider a few things when making your personal financial modeling brand.

1 – What is your mission/vision? It is a good idea to identify the point of your personal financial modeling brand by determining your mission and vision for your career.  This can help you define your mission and vision. What is your big picture for your career? How do you see yourself getting there? This is the best way for you to define your financial modeling career mission and vision.

2- What are your primary goals? Another good way to come up with a personal brand is to determine your short term and long term goals and use these to help define your brand. Once you have determined your financial modeling goals you will want to come up with a plan to achieve the goals.  This will also help you in defining your personal brand.

3- What are your strengths? It is good to take a look at yourself and determine your strengths. These will help you in defining your personal brand as well. You will want to emphasize your strengths and how these strengths will help you achieve your goals. You will want to be able to cite two or three attributes that define your work ethic and/or personality to be able to use in your networking, resume, and overall personal branding in financial modeling.

4- What is your audience? It is best to have a good understanding of your audience before finalizing your personal brand.  Knowing your audience can help you tailor portions of your personal brand to your audience so it is appropriate. You will want to create a personal brand that focuses on the keywords that those in the hiring arena of financial modeling are looking for. That is why it is important to know your target audience and tailor your personal branding toward your audience.

5- What is your main competition? It is best to not only know who you are talking to (audience) but who is also looking for the job (competition). If you understand your audience AND your competition, you can focus your energy on ensuring you are bringing to the table everything you need to make you the best choice for any financial modeling job.

Overall, the work you put into understanding what a personal brand is and how to come up with the right one for you will help you better understand what you have to offer, what you bring to the table to make you a viable job candidate and how to best present your personal financial modeling brand.


A Financial Modeling Professional’s Guide to Staying Productive at Work

As a financial modeling professional, 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 modeling professional can stay focused at work and be more productive simply by taking a few steps to ensure his or her day goes as smoothly and stays as focused as possible.

Here are some guidelines to staying productive at work:

Plan Your Day – One of the best things any financial modeling professional can do is plan his or her day before the day gets started. If you have a clear plan of your priorities, your meetings, and your deadlines, you are likely to stay better focused and on track throughout your day.  Be sure to prioritize. Decide what works best for you – is it getting a plan for the next day before you leave for the day or start your day out with establishing a plan of action? Whichever works for you, get into the habit of planning out your day to keep yourself focused.

Stick to the Point – Once you have established your priorities and a plan of action, stick to it. Unless something really important that cannot wait takes you off task, stick to the plan and don’t divert.  This is the best way to keep yourself from continually being dragged away from your priorities and therefore not completing your to-do list. As a financial modeling professional, you will likely to be interrupted many times throughout your day; therefore it is imperative to stay on task and keep focused.

Don’t Stay Idle – We all know that being idle can have its downfalls.  As a financial modeling professional, you are likely to find very little time for being idle. However, just sitting around can keep you from being focused and keep you from being productive. Whether it is your hands or your mind that idle, you are not being productive and not moving through your list of priorities.  Be sure to keep plugging along and making the most of your time while at work.

Don’t Multi-Task – Though many financial modeling professional’s pride themselves in their ability to multi-task, it really isn’t the best idea. Multi-tasking lends itself to not working efficiently and missing things. It is best for every financial modeling professional to stay focused on the task at hand and not get side-tracked on other tasks.  You will find that you likely work much more quickly and efficiently if you stay on task, complete it and then move on.

Take a Minute for You – Yes, take a minute for you. As a financial modeling professional, you are busy all day and likely find it hard to take a minute for you. However, it is best to plan a break and/or take a break when you need it in order to be able to stay focused when you are working.  Being able to know that you can take a moment to take care of your personal business or get up and clear your head, walk around or get some air, can help you stay focused when you need to.

By following these guidelines, any financial modeling professional will find that there is more time to get the job done in an efficient manner and therefore be more productive. In the end, staying productive at work is all about being an effective and efficient financial modeling professional.


Page 1 of 30123...Last »

How to Become a CFMS

See the steps involved in earning the CFMS designation. Read more.

Why Hire a CFMS?

What sets a Certified Financial Modeling Specialist (CFMS) apart? Read more.

Study Guide

Want to learn more? Download the CFMS study guide here.

Who We Are