A Day in the Life of a Financial Analyst
Finance teams often struggle to focus on strategic work due to time-consuming manual tasks. The infographic, "A Day in the Life of a Financial Analyst," showcases how Microsoft 365 Copilot simplifies data analysis, reporting, and stakeholder communication. Learn how this AI-powered tool can transform your finance operations. View the infographic now and contact COR Concepts for tailored insights.
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 create charts for business planning presentations efficiently.
Meeting Summaries with Copilot
During her meetings, Hillary asks Copilot to summarize reporting requirements from the sales organization and to capture key points from her chat threads. This allows her to stay organized and focused on action items.
Creating Presentations from Documents
After drafting an overview of an acquisition in Word, Hillary requests 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 COR Concepts
COR Concepts provides Information Governance, Records Management and Enterprise Content Management (ECM) consulting and training services. The company is built on the belief that any Information, Records or Document Management initiative should be designed to extract the maximum business benefit for the organization.
We bring together Compliance, Risk Management and Operational information requirements in a way that delivers benefits to each one of these diverse business units. Our approach is to use an array of industry standards and best practice methodologies to ensure that each implementation will stand the test of time.
We see information governance and records management as an integral part of any Enterprise Content Management implementation and focus on building a solid platform including a records management policy, records management procedures, file plans and a solid change management infrastructure. Building and implementing governance structures is becoming essential for success and we design structures to ensure that all governance aspects are included.