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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.


Top 5 Career Tips for Financial Modeling Professionals

Starting out your career in financial modeling can be difficult. If you are looking for a job as a financial modeling professional, you will want to go into the market armed with career tips that will help you land your dream job. If you follow these tips, you will be well on your way to achieving your goal.

1- Be prepared. The number one tip that every job seeker should follow is be prepared. Be prepared for your job interview. How do you prepare for an interview? Do your research on the company you are interviewing with and be prepared to ask questions about the company and the job as well as answer questions about your relevant education and experience.

2- Be ready. You should be ready to interview at all times and consider all networking encounters as a prospective job interview. Always be armed with resumes and business cards to pass out whenever the moment presents itself. If you do not have business cards because you are still in school or presently not employed then have cards made up with your name and contact information.

3- Get experience. Having valuable and current experience is vital. If you are still in school you may need to come up with inventive ways to attain experience as a financial modeling professional. You can do this by seeking out opportunities on campus or in clubs. Otherwise, getting a part time job or even volunteer work is a great way to gain experience in your field.

4- Network. Networking is the best way to find a job in the field of financial modeling. You want to network anytime you can. Whether you network at a formal networking club for financial modeling professionals or online via social media, getting your name out there and that you looking for a job is the best way to find your next job.

5- Be positive. During times when the market is tough and job hunting is challenging, it can be difficult to stay positive. However, if you have a negative attitude it will reflect in everything you do. Staying positive will come through in your interviews as well as your networking. This will make you stand out from the crowd and could make all the difference when a potential employer is calling in job seekers to interview for a job. Staying positive can be essential to securing your next job.


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.

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