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Financial Data Analyst Career Track
Financial Data Analyst Career Track
FINANCIAL DATA
ANALYST CAREER
TRACK
INDUSTRY PARTNERS
TOP 10
TECH ED
COMPANY
Financial Analyst Career Track Program is designed for professionals from the
domains of Finance and Banking.
You'll learn financial analytics using MS Excel, financial data visualisation using Tableau and
presentation skills using MS PowerPoint, and query language SQL.
• Researching and evaluating current and historical financial data & then forecasting
financial performance based on drivers
• Studying economic and business trends
• Examining a company’s financial statements to determine its financial health and
intrinsic value
• Meeting with company officials to gain better insight into the company’s prospects
• Creating charts, graphs and preparing reports to share investment and risk
information with management
• Monitoring the company’s current investments and the present economic climate
• Meeting with stakeholders to explain the recommendation
Financial Analysts work for banks, investment banks, funds (pensions, mutual, hedge), insurance
companies, KPOs, asset management firms, private equity firms, stock broking firms, family
offices, etc.
Buy-side firms are the side with the money, they buy securities, buy research, buy
analysis.
Examples: Insurance companies, mutual funds, hedge funds, non-profit organizations with
large endowments, etc.
Sell-side firms are the side that sell/promote/market securities, sell research, sell
analysis.
Examples: Investment banks, commercial banks, stocks brokers, etc.
The next segment of employers is made of non-financial firms. In non-financial firms; the revenue
model is not related to finance or investment.
A Financial Analyst is also hired in non-financial firms like telecom, media, retail,
manufacturing, trading, power, etc.
They are hired directly in the Finance department of such firms or by the investment
division/arm of such firms.
Financial Analysts play a pivotal role in every area of the business by putting together important
information to make favourable decisions and develop new strategies.
Consulting: The smallest segment is project wise hiring where financial analysts offer their
expertise on a freelance or an independent consulting basis.
Financial Data Analysts can also opt for fruitful career opportunities in consulting.
This path broadens their income opportunities and grants them the luxury of choosing the
company and the type of assignment. They work for themselves rather than other
individuals or firms.
They can consult on a project basis, hourly basis, or even maintain full-time commitments,
depending on the situation.
FINANCIAL DATA ANALYST TECHNICAL SKILLS
• Data Analysis Tools – EXCEL, SQL etc.
• Data Visualisation – Excel, Tableau etc.
• Automation – VBA etc.
• Presentation Skills – MS PowerPoint
35 HOURS 15 HOURS
15 HOURS 10 HOURS
15 HOURS 15 HOURS
12- MONTH PERFORMANCE GUARANTEE
Enjoy true peace of mind and zero risk
Go through the training in the Financial Data Analytics Career Track and complete all of
the projects inside. If you are unable to master the applied workflow and develop high
performing dashboards and reports, simply email your completed workbooks from the
program to [email protected] for a full refund.
30 DAY-REFUND GUARANTEE
Get a full refund at any time within 30 days of enrolling. No reason required.
Simply email your completed workbooks from the program to [email protected] for a
full refund.
PLACEMENT ASSISTANCE
Apart from technical training in various software & hands-on project work, DECODR
helps you get a foothold in the booming Data Science domain.
Job Placement Assistance* - When a student completes his/ her course successfully,
DECODR's Placement Cell helps him/ her interview with major companies like TCS,
Capgemini, Datamatics, Blue Dart, Citibank, Airtel, etc.
DETAILED CURRICULUM
Financial Data Analytics Certification Training with Excel – Part 1
Boost your analytics career with powerful new Microsoft® Excel skills by taking this
Financial Data Analytics with Excel course.
Course Description
Join this course and you will work on building a strong skill set in Excel. We will start
from the basics to develop a strong foundation, and we will then work through more
complex functionalities, step-by-step.
This course will be going through topics which are used extensively in the job market,
ranging from financial consulting to healthcare. Additionally, a lot of the topics in this
course are actually used for interview questions for large corporations!
This course will walk you through the structure and user interface in Excel. We will then
look at how to utilise a wide range of formulas which can help us analyse data sets. We
will then go over at how to manipulate data and operations to create reports which show
useful insights and findings. Finally, we will be visualising our results by creating graphs
in Excel! This is the standard operation and process used in multiple job industries. We
have tailored this course specifically to enhance your career opportunities!
• The structure of Excel and how to navigate through the user interface
• Entering data and understanding the different data types which can be used
• Mathematical operators and functions such as SUM, COUNT, MIN, MAX and
AVERAGE
• How to utilise the different cell referencing present in Excel
• Introducing conditions and constraints in formulas by using functions such as IF,
OR, AND, SUMIF, COUNTIF and AVERAGEIF
• How to work across multiple worksheets and reference them correctly in
formulas
• How to create and modify graphs
• Applying simple and more complex filters on tables
• Naming cells and tables and utilising them in formulas
• How to format cells in a table based on different conditions being met
• Applying string formulas by applying functions such as LEFT, RIGHT, MID, LEN,
UPPER, LOWER and CONCAT
• How to make string formulae more dynamic
• Understanding and applying formulas on the date data type
• Carrying out look ups by utilising the VLOOKUP function as well as a combination
of the INDEX-MATCH formula combination
• How to utilise pivot tables to create meaningful reports
• Creating pivot charts based on the pivot tables created
• Quizzes to 'test your knowledge' as you progress through the course!
Lecture Details:
Getting Started -
• Intro to Excel
• Setting up tables
• Cleaning bad data
• Cleaning using Power Query
• Writing formulas
• Creating pivot tables
• Making charts
• Filtering & sorting
• Shortcuts
Data + Tables + PQ
• Excel Tables
• Filtering, slicing tables
• Bad data to good with PQ
• Unpivoting data with PQ
• Merging multiple files to one table
Writing Formulas
• Referencing data
• IF condition, CHOOSE, IFS
• Statistical analysis
• Conditional sum, count
• Lookups
• Advanced Lookups
• Date formulas
• Text analysis
• Sentiment analysis
• Exploratory data analysis
Making Pivot Tables
• Creating pivot tables Data model + relationships
• Multiple table pivots
• Customizing pivots
• Extra calculations in Pivots
• Grouping data
• Slicing and dicing
• GETPIVOTDATA
Charts + Graphs
• Intro to Charting
• Picking right charts
• Anatomy of Excel chart
• Formatting charts
• New charts in Excel 2016
• Budget vs. Actual charts
• Then vs. Now charts
• Conditional charts
• Sparklines
• Interactive charts
Advanced Concepts
• Data validation
• Creating templates
• Workbook protection
• Publishing to web
• Shapes + pictures
• Navigation buttons
• Printing
• Form controls
• Custom ribbons
Business Intelligence Certification Training with Excel – Part II
Learn Data Analytics, build interactive Dashboards, and Automate your Data reports.
Course Description
Do you spend hours collating data, updating formulas and charts and then feel like no one
reads them anyway?
In this Excel Dashboard course learn how to create amazing interactive Excel
dashboards, that update with the click of the Refresh button, or with a simple copy and
paste of your new data into your spreadsheet. They'll wow your boss and take your
career to the next level.
This comprehensive Excel Dashboard Course will teach you the simple techniques you
can apply in Excel to make killer dashboards that will set your skill level apart from the
crowd.
Learn how to build Excel Dashboard reports from the ground up.
By applying the simple rules taught in this course, you will have the skills to be able to
create reports that save loads of time (allowing you to go home early :)) and you’ll quickly
become known as a Dashboard Superhero with reports that are:
• Quick and easy to update, in fact they can update themselves (imagine being able
to confidently say that in an interview) by pulling in data direct from your external
database, Microsoft Access, the web etc. at the click of a button if you set them up
right
• Fully interactive so the reader can change the view themselves; they can filter by
product, time period or any parameter you choose; they can show and hide data
using check boxes, drop down lists, and option buttons to name a few.
• Choose the right chart for your data; learn which type of chart will best display
your data.
• Professional presentation. Learn simple visualisation techniques so your reports
will look like you’ve had a graphic designer involved even if you are completely
lacking in artistic talent.
• Animated. Some types of data are great displayed in an animation. Animated
charts allow the reader to get an understanding of how data moves over time.
What do you get in this course?
Lecture Details
Introduction
Getting your data ready
Design Principles
Display Principles
Charts & Tricks for Trending
Secondary Axis
Smoothing Data
Sparklines
Formatting Tricks
Highlighting Comparisons
Top & Bottom Ranking
Frequency Distribution
Target vs Variance Charts
Performance Against Target Range
Bullet Graphs Excel 2007/2010
Bullet Graphs Excel 2013 onward
Win/Loss/Draw Conditional Format
Custom Number Formats
Dynamic Labels
Text Formulas
Symbols in Formulas and Charts
Adding Series to Charts
Embedding Graphics in Charts
Small Multiples
In Cell Charts
Panel Charts Excel 2007/2010
Panel Charts Excel 2013 onward
Interactive Controls
Step Charts
Form Controls Introduction
Check Boxes
List Boxes
Option Buttons
Group Boxes
Scroll Bar
Buttons
Combo Box with Macro
Dynamic Date Filters 4 Ways
Animated Charts
INDIRECT Function
Dynamic Named Range with OFFSET
Dynamic Named Range with INDEX
Dynamic Ranges for Charts
Rollover Technique
Scroll and Sort Table
Dynamic Unique List
Linking to Access
Quick Re-cap
Pyramid Chart
Scatter Chart
Formatting Quickly
Password Protection
Certified Tableau Desktop Specialist Certification
Learn the skills you need for the Certified Associate or Desktop Specialist certifications
Be able to create analyses, such as line charts, stacked bar charts, or geographic
analyses using maps.
You will also be able to show an overview using dashboards, and tell a story using
storyboards.
You will be able to format numbers and dates, and add labels, tooltips and animation.
You can also become used to more advanced features, such as Calculated Fields,
Parameters and Hierarchies.
By the end of the course, you will, with some experience, have the knowledge to take
(and pass) the Tableau Qualified Associate certification.
Requirements
Before you begin this course, you should have a computer with access to the internet,
and be able to install programs.
That's it! The more experience in reporting using other packages, the better, but it is not
essential.
Description
This course covers all of the content required for the Certified Associate (formerly known
as the Qualified Associate) or Desktop Specialist certifications.
In this course, learn the skills that Tableau want you to know, and add another tool to
your CV, and even go for either of the first two official Tableau certifications.
Tableau is one of the most requested reporting tools that are requested in the job market,
and the ability to being able to use it now could be very useful for your current work, and
your next job hunt.
We'll download and install for free Tableau Public, which gives you most of the
capabilities of the full-cost Tableau Desktop. We'll start by creating our first.
visualizations (vizzes) and investigate the Tableau interface.
We'll create dashboards and storyboards, so that you can tell a story. We'll create maps,
hierarchies, groups and sets, and all sorts of chart types. We'll enhance our charts with
reference lines and bands, and extend our data analysis with trends and forecasting.
We'll add formula calculations, quick table calculations, and LOD calculations. Finally, we
investigate advanced data connections and mapping.
The course will take around 16 hours to complete, but completing this will enable you to
create vizzes, dashboards and stories of your own, and know how to overcome common
problems.
The course increases in difficulty slowly, so you'll create for instance a basic bar chart,
then turn it into a stacked bar chart, and adding colours and information through tooltips
and labels, step by step.
The course is fairly relaxed - there will be a few "wrong turns", so you can see what
problems might arise, but every lesson works towards an end goal at a relatively slow
pace, so you can follow on your own computer easily. Assuming that you know how to
use a computer, including installing programs, but the actual analysis will be at a basic
level, and we’ll introduce every component as we go on.
At the end of the course, you will receive a certificate of completion, so you can show
everyone your new-found skills, prepare for the official Tableau certifications, and be
able to start creating analyses for yourselves.
Course Topics Highlights:
25+ visualization charts would be covered
50% of Time would be saved Annually if they are migrating from Excel to Tableau
This training will minimize usage of Excel, PowerPoint and Outlook 20%
Append 100+ Excel Files, Tables, sheets in just 7 button clicks
70% of training would be using only button clicks
Lecture Details
Introduction
What is Visualization?
What Is Dashboard?
Why Tableau?
Limitations of Tableau
Application Terminology
Tableau Installation
Connecting to files
Joins in Tableau
Connecting to Databases
Join Types
Custom SQLs
Elements of Visualization
Basic Graphs
Bar Chart
Line Chart
Area Chart
Pie Chart
Filled Maps
Symbol Maps
Scatter Plots
Trend Line
Tree Map
Word cloud
Bubble Chart
Heat Map
Cross Tabs
Normal Tables
Multi-line chart
Combo Charts
Data Filtering
Local Filters
Global Filters
Context Filters
Sorting
Using Groups
Using Sets
What is Join
Challenges in Joins
Connection Types
Creating Extracts
Dashboard Creation
Creating Dashboards
Actions in Tableau
Navigation Buttons
Dashboard Formatting
Usage of Containers
Lecture Details:
Data Integrity Constraints & types of Relationships (Primary and foreign key)
Basic concepts – Queries, Data types & NULL Values, Operators and Comments in SQL
Import and Export wizard to get the data in SQL server from excel files or delimited files
SQL Operators - Relational, Logical, Use of wildcard operators & wildcard characters
Append and Joins, Union and Union All – Use & constraints
Table Joins - inner join, left join, right join, full join
Lecture Details:
Align and Distribute Objects - A Must for Any Proficient PowerPoint User
ADVANCED TOOLS THAT WILL TAKE YOUR POWERPOINT SKILLS TO THE NEXT LEVEL
Details that Make the Difference - Modify Line Elements' Begin and End Type
The Group and Ungroup Functionalities - A Favourite Tool for Experienced Users
Learn How to Create Extra Space within PowerPoint Shapes - Internal Margins
The Most Efficient Way to Insert Ready Schemes in PowerPoint - Smart Art
Nudge Objects
The Financial Data Analytics Interview Prep Kit is a step-by-step system that prepares you
to land a high-paying job in the domain of Business Intelligence / Business Analytics.
You will learn how to navigate the competitive interview process with as little stress and
uncertainty as possible.
Round #1 - Initial Phone Screen. Typically, an interview with HR about your background, plus
basic concept questions for Business Intelligence.
Round #2 - Take-Home Challenge. Take-home data challenge that can have multiple
objectives and must be completed within a given time limit.
Round #3 - Onsite "Super Day." A series of case questions, technical questions, and
behavioural questions.
If you had the right tools—such as a QUESTION BANK of concept questions to expect,
realistic PRACTICE CHALLENGES that will ensure you ace the take-home challenge, INSIDER
TIPS from people who have sat on both sides of the table, and a step-by-step SYSTEM to
make sure nothing slips through the cracks—wouldn't this process be manageable?
Give yourself the best chance for success with straight-shooting, down-to-earth tips from
professional Business Intelligence Specialists in Finance.
These will serve as guideposts for your review, and sample answers are included for ALL
questions.
We've got you covered with a complete guide to crushing the behavioural interview and
making a lasting impression.
They span across the breadth of the most common analytics applications.
Step #2: Practice: Practice and master a comprehensive range of take-home challenges and
SQL puzzles that will ensure you're in tip-top shape.
Step #3: Review: Go through a large, hand-picked question bank to review key concepts and
discover any gaps in your knowledge.
Step #4: Apply: Apply to competitive, high-paying jobs with the full confidence that YOU will
be able to stand out and demonstrate your skills.
Step #5: Succeed: Land your dream job in data science or machine learning and kickstart
your career in one of the fastest growing fields.
Plus: Lifetime Access: Changing jobs again in the future and need to brush up on your
knowledge? No problem. You'll get lifetime access.
Leverage LinkedIn with Sam Baisla
Program Outline
Define your target audience: Who are you trying to reach out to? And why should they care? We help you address these
questions so that your efforts are focused and result-driven.
Define your Brand: Helping you identify your expertise and uniqueness. Then doing the keyword research to highlight your
promise. So that you are found for the right keywords by the right people.
Creating your LinkedIn Profile: Your LinkedIn profile is the pillar of your brand. We will write your Profile Headline,
Summary, and other details to ensure maximum visibility.
Periodic review to monitor your growth: We review/follow your profile every two weeks for profile views, search
appearances, keywords you are being found for, and people who are searching for you. Making necessary changes to
ensure you are reaching your target audience, and they see the right picture about you.
Online training videos: Once you are set for the right impression, every two weeks, we will share online training videos
covering topics on content, reaching out, and growth hacks.
One to one coaching and mentoring: You can reach out to the mentor anytime for help. One to one discussions and
coaching will ensure you are helped and growing.
Community to share best practices and learn: You will be part of our online community, where members share insights and
experiences helping each other grow. Not only will you learn but also build meaningful relationships.
CERTIFICATION
ADVISORY BOARDS
MEMBERS
Anil Chhikara
Executive Chairman, ZookEV | CEO, BlueBolt
Startup Factory | Chairman, Startup India
Foundation | Partner
Vivek Mehrotra
Ex-Head L&D Zomato, Ex-Head Academy
Flipkart, Ex-Head of Operations Training
Academy Reliance Retail, Ex-Circle
Performance Head Reliance Infocomm
Abhishek Sharma
COO@Dineout | Previously Head-HR@Times
Internet Ltd.I Co-Founder of 2 successful
technology startups | Angel Investor
DECODR
INDIA
Sector 14
www.decodr.in
Disclaimer: All programs are offered on a non-credit basis and are not transferable to a
degree.