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 Relevant Technology Solutions 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 Relevant Technology Solutions
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