Our role as analysts are to work with teams to determine whether their plans are realistic and if they will help achieve the higher-level goals of the business. Each team creates a roadmap detailing the resources required to achieve their goals. For example, there are top-level goals for The Adaptavist Group, as well as sub-goals for each division, team, and individual. Alongside this, you need deep knowledge, and an understanding of corporate finance is also essential. As part of my job, I provide grounds for identifying organic growth and capital investment opportunities so that our leaders can make informed decisions.Īs a financial analyst, I believe it’s important to take a holistic view of the entire business when undertaking any analysis. Our overriding goal in FP&A is to guide the organisation, so with this in mind, I see myself as a trusted source of information for our decision-makers. What does being a financial analyst mean to you? This involves identifying the goals we want to achieve, advising teams on resource allocation, consolidating our long-term investments, etc. It’s our job in FP&A to work this out and ensure investments are made in the right divisions at the right time in order to achieve our group-wide business objectives. I consolidate projections using various sources to verify whether the devised forecast is likely to lead us to our goals.Īs The Adaptavist Group has many products, services, and entities around the world, it is crucial to understand what investments are needed in which divisions to reach our business goals. I am responsible for understanding our Licence Resale and Managed Services business and creating revenue forecasts based on that understanding. I am a financial analyst in the Financial Planning and Analysis (FP&A) team, part of The Adaptavist Group.
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