staying productive as financial modeling professional

Tag Archives

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.


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