A day in the life of a financial analyst
The most productive financial analysts are now leveraging Microsoft Copilot to optimize their day. From data analysis in Excel to meeting recaps in Teams and presentation creation in PowerPoint, see how AI streamlines complex tasks and enhances productivity in this detailed infographic. Contact Netbase Solutions Pty Ltd for more information on implementing Copilot for your team.
Hillary uses Copilot in Excel to filter data for COGS estimates, sort data by product features, and update acquisition numbers with the latest what-if scenarios. This helps her efficiently create charts for business planning presentations.
Meeting Summaries with Copilot
During her meetings, Hillary asks Copilot to summarize reporting requirements discussed with her manager and IT, as well as to provide a summary of a chat thread she started earlier. This allows her to keep track of important information and action items.
Creating Presentations from Word
After drafting an overview of an acquisition in Word, Hillary uses Copilot to convert the document into a presentation for the business development team, streamlining her workflow and enhancing her productivity.
A day in the life of a financial analyst
published by Netbase Solutions Pty Ltd
Established in 2010, NETbase Solutions brings a wealth of experience across strategic, consultative and support services. We help enable collaboration, integration, and productivity using Microsoft cloud platforms such as: Microsoft 365, and Dynamics 365.
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To get more value from Microsoft 365, we have enabled remote working, enhanced security and compliance while keeping you up to date. Microsoft 365 brings together all the applications in the Microsoft Office stack into one simple platform.
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