[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-0-en-105":3,"doc-seo-661614-105":59,"doc-detail-661614-en":130},{"code":4,"msg":5,"data":6},0,"success",[7,13,18,23,28,33,38,43,48,51,55],{"id":8,"doc_module":4,"doc_module_name":9,"category_name":10,"show_sort_weight":11,"slug":12},1,"Document","Story & Novel",90,"story-novel",{"id":14,"doc_module":4,"doc_module_name":9,"category_name":15,"show_sort_weight":16,"slug":17},2,"Literature",80,"literature",{"id":19,"doc_module":4,"doc_module_name":9,"category_name":20,"show_sort_weight":21,"slug":22},4,"Exam",70,"exam",{"id":24,"doc_module":4,"doc_module_name":9,"category_name":25,"show_sort_weight":26,"slug":27},5,"Comic",60,"comic",{"id":29,"doc_module":4,"doc_module_name":9,"category_name":30,"show_sort_weight":31,"slug":32},6,"Technology",50,"technology",{"id":34,"doc_module":4,"doc_module_name":9,"category_name":35,"show_sort_weight":36,"slug":37},7,"Healthcare",40,"healthcare",{"id":39,"doc_module":4,"doc_module_name":9,"category_name":40,"show_sort_weight":41,"slug":42},8,"Research & Report",30,"research-report",{"id":44,"doc_module":4,"doc_module_name":9,"category_name":45,"show_sort_weight":46,"slug":47},9,"Religion & Spirituality",20,"religion-spirituality",{"id":46,"doc_module":4,"doc_module_name":9,"category_name":49,"show_sort_weight":46,"slug":50},"World Cup","world-cup",{"id":52,"doc_module":4,"doc_module_name":9,"category_name":53,"show_sort_weight":52,"slug":54},10,"Lifestyle","lifestyle",{"id":56,"doc_module":4,"doc_module_name":9,"category_name":57,"show_sort_weight":24,"slug":58},19,"General","general",{"code":4,"msg":60,"data":61},"ok",{"site_id":62,"language":63,"slug":64,"title":65,"keywords":66,"description":67,"schema_data":68,"social_meta":123,"head_meta":125,"extra_data":127,"updated_unix":129},105,"en","financial-analyst-competency-framework-core-competency-matrix","Financial Analyst Competency Framework - Core Competency Matrix","","Financial analyst competency framework detailing core competency areas and how they are demonstrated in practice. It maps personal effectiveness and individual leadership behaviors—such as inclusiveness, integrity and ethics, problem solving and decision making, strategic vision and influence, communication, learning and development, leadership during change, teamwork, and customer service. It also covers management dimensions (strategic, operational, employee, workplace focus) and FP&A functional skills including project management, technical finance tools, finance theory, analytical methods, and financial communication across listening, speaking, writing, and visualization.",{"@graph":69,"@context":122},[70,84,105],{"@type":71,"itemListElement":72},"BreadcrumbList",[73,77,79,82],{"item":74,"name":75,"@type":76,"position":8},"https://docshare.wps.com","Home","ListItem",{"item":78,"name":9,"@type":76,"position":14},"https://docshare.wps.com/document/",{"item":80,"name":40,"@type":76,"position":81},"https://docshare.wps.com/document/research-report/",3,{"item":83,"name":65,"@type":76,"position":19},"https://docshare.wps.com/document/financial-analyst-competency-framework-core-competency-matrix/661614/",{"url":83,"name":65,"@type":85,"image":86,"author":91,"headline":65,"publisher":94,"fileFormat":97,"inLanguage":63,"description":67,"dateModified":98,"datePublished":99,"encodingFormat":97,"isAccessibleForFree":100,"interactionStatistic":101},"DigitalDocument",{"url":87,"@type":88,"width":89,"height":90},"https://docshare.wps.com/thumbnails/financial-analyst-competency-framework-core-competency-matrix/661614.png","ImageObject",300,407,{"name":92,"@type":93},"Rhys","Person",{"url":74,"name":95,"@type":96},"DocShare","Organization","application/pdf","2026-10-30","2026-10-28",true,{"@type":102,"interactionType":103,"userInteractionCount":14},"InteractionCounter",{"@type":104},"ViewAction",{"@type":106,"mainEntity":107},"FAQPage",[108,114,118],{"name":109,"@type":110,"acceptedAnswer":111},"What behaviors define Personal Effectiveness and Individual Leadership in the framework?","Question",{"text":112,"@type":113},"It includes inclusiveness and diversity, integrity and ethical stewardship, initiative-driven problem solving and timely decision making, strategic vision and influence, effective communication, continuous learning and quality improvement, leadership and emotional control during change, teamwork through relationship building, and service focus with strong customer ownership.","Answer",{"name":115,"@type":110,"acceptedAnswer":116},"How does the framework describe the management competency areas?",{"text":117,"@type":113},"It specifies four management focuses: strategic focus sets vision and defines strategy, operational focus drives team performance, employee focus drives individual performance, and workplace focus ensures a positive working environment.",{"name":119,"@type":110,"acceptedAnswer":120},"Which FP&A technical and functional skills are listed?",{"text":121,"@type":113},"The framework covers project management and process improvement, technical finance skills using databases, spreadsheets, presentation and enterprise financial systems, finance theory covering accounting and budgeting/FP&A plus compliance, analytical skills such as variance analysis and financial modeling, and functional finance communication through listening, speaking, writing, visualization, and persuasion of stakeholders.","https://schema.org",{"og:url":83,"og:type":124,"og:title":65,"og:site_name":95,"og:description":67},"article",{"robots":126,"canonical":83},"index,follow",{"doc_id":128,"site_id":62},661614,1793171905,{"code":4,"msg":5,"data":131},{"doc_id":128,"user_id":132,"nickname":92,"user_avatar":133,"doc_module":4,"category_id":39,"category_name":40,"doc_title":65,"doc_description":67,"doc_content":134,"file_id":135,"file_url":136,"file_type":137,"file_size":138,"view_count":14,"is_deleted":4,"is_public":8,"is_downloadable":8,"audit_status":8,"page_count":52,"language":139,"language_code":63,"site_id":62,"html_lang":63,"table_of_contents":140,"faqs":141,"seo_title":142,"seo_description":67,"update_tm":129,"read_time":143},687207024643,"https://ap-avatar.wpscdn.com/davatar_3d24733baf745e90a7e4bdd5f77d97b2","| Category | Core Competency | Core Competency Secondary | Definition |\n| --- | --- | --- | --- |\n| Personal Effectiveness and Individual Leadership | Inclusiveness | Diversity & Inclusion | Shows respect for people and their differences; promotes fairness and equity; engages the talents, experiences, and capabilities of others; fosters a sense of belonging; works to understand the perspectives of others; creates opportunities for access and success. |\n|  | Stewardship | Integrity and Ethics | Demonstrates integrity, accountability and efficient stewardship of University resources in a manner consistent with UC policies including the UC Standards of Ethical Conduct and safety policies. |\n|  | Problem Solving/Decision Making | Initiative / Problem Solving | Problem Solving-Anticipates and identifies problems; involves others in seeking innovative, simple solutions; conducts appropriate analyses; searches for best solutions that have benefit within and/or outside the organization; responds quickly to new challenges; takes thoughtful risks that are well balanced.\u003Cbr>Decision Making-Makes clear, consistent, transparent decisions; acts with integrity in all decision making; distinguishes relevant from irrelevant information and makes timely decisions; considers impact of decisions on University community. |\n|  |  | Creativity / Innovation |  |\n|  | Strategic Planning & Organizing | Vision / Influence | Understands big picture and aligns priorities with broader goals, measures outcomes, uses feedback to change as needed, evaluates alternatives, solutions oriented, seeks alternatives and broad input; can see connections within complex issues; demonstrates ability to identify strengths and weaknesses of their organization as well as their external opportunities and threats. |\n|  |  | Strategic Thinking / Goal Setting |  |\n|  | Communication | Communication | Connects with peers, subordinates and customers; actively listens; clearly and effectively shares information; demonstrates effective oral and written communication skills; seeks input from others; adapts communication to diverse audiences. |\n|  | Quality Improvement | Learning & Development | Strives for efficient, effective, high quality performance in self and the unit; delivers timely and accurate results; resilient when responding to situations that are not going well; takes initiative to make improvement; enhances skills by proactively participating in professional development and learning opportunities; able to learn from constructive feedback and mistakes. |\n|  | Leadership | Integrity and Ethics | Accepts responsibility for own work; develops trust and credibility; demonstrates honest and ethical behavior; handles stress and high demand situations; demonstrates tolerance and adaptability when dealing with ambiguous situations; models University and unit principles and culture; recognizes need for change and effectively manages areas that remain stable and those that are changing; effectively plans for change and deals with setbacks by being resilient and flexible; communicates frequently and authentically during times of change. |\n|  |  | Emotional Control |  |\n|  |  | Change Management |  |\n|  | Teamwork | Relationship Building Skills | Cooperates and collaborates with colleagues as appropriate; works in partnership with others; cultivates, builds and maintains good relationships with peers, subordinates and customers; delivers on commitments to team/organization. |\n|  |  | Dependability & Reliability |  |\n|  | Service Focus | Customer Service | Values the importance of delivering high quality, innovative service to internal and external clients; understands the needs of the client; customer service focus; responds promptly to customer and is accessible to them; follows through on customer commitments in a timely manner; maintains positive, long-term working relationships with customers; assumes ownership of process issues and takes appropriate steps to mitigate problems","cbCaiqgdppRxE5Oi","https://ap.wps.com/l/cbCaiqgdppRxE5Oi","pdf",181635,"English","# Core Competency Matrix\n## Personal Effectiveness and Individual Leadership\n## Management\n## FP&A Technical / Functional Skills","[{\"question\":\"What behaviors define Personal Effectiveness and Individual Leadership in the framework?\",\"answer\":\"It includes inclusiveness and diversity, integrity and ethical stewardship, initiative-driven problem solving and timely decision making, strategic vision and influence, effective communication, continuous learning and quality improvement, leadership and emotional control during change, teamwork through relationship building, and service focus with strong customer ownership.\"},{\"question\":\"How does the framework describe the management competency areas?\",\"answer\":\"It specifies four management focuses: strategic focus sets vision and defines strategy, operational focus drives team performance, employee focus drives individual performance, and workplace focus ensures a positive working environment.\"},{\"question\":\"Which FP\\u0026A technical and functional skills are listed?\",\"answer\":\"The framework covers project management and process improvement, technical finance skills using databases, spreadsheets, presentation and enterprise financial systems, finance theory covering accounting and budgeting/FP\\u0026A plus compliance, analytical skills such as variance analysis and financial modeling, and functional finance communication through listening, speaking, writing, visualization, and persuasion of stakeholders.\"}]","Financial Analyst Competency Framework - Core Competency Matrix | PDF",25]