BI data analysis practitioners learn financial knowledge from scratch? What introductory books are recommended

business intelligence BI The feature of the project is to face the whole industry 、 All over the world , And most business intelligence BI Analysis is directly supported to the group's top management decision . The business analysis that supports management decisions cannot be separated from financial analysis , So basically every business intelligence BI Projects will involve financial analysis related content .

But finance is a very professional field , For business intelligence who seldom touches financial work BI For data analysis practitioners , It's boring to see these reports , A pile of numbers and a pile of tables are boring . I was in business intelligence BI There is also little understanding of Finance in the project , Making reports can 、 Access can , Take whatever you are told to take , I haven't really taken the time to deeply understand financial knowledge .

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Later, it was also because of business intelligence BI The reason for working , The level of meeting customers is getting higher and higher , Others want you to talk about your understanding of financial analysis , Want to hear your own thoughts , At this time, I found that not learning knowledge is not enough . And I'm going to start managing the company , We found that our own management level is still very limited , You can't do without understanding finance , This is also a reason why we need to work hard to improve .

Introduction book recommendation

My family has a bookshelf for books , I specially counted more than 50 books about finance , I have screened it for you , I would like to recommend these three books to you .

《 Read the financial report in a book 》

The first book is a professor from the school of economics and management of Tsinghua University 、MBA Famous teacher Xiao Xing's 《 Read the financial report in a book 》. You can say that , This book is an introductory book for me to learn financial knowledge a few years ago . I bought a pile of books , I don't think I can understand . Later I found this book , I also spent hundreds of dollars to listen to Mr. Xiao Xing's finance course in Himalaya , I think it's very good .

This online course has more than 100000 subscriptions in Himalaya ,600 Listen more than 10000 times , Very good course . Teacher Xiao Xing explained the financial knowledge very easily , In a very living language , Tell me , The sound is also very good , Section by section is highly coherent . Stupid students like me who used to dislike finance the most can understand , If you are so smart, there must be no problem .

Highlight 、 Strongly recommend , Be sure to listen to the Himalayas , Combined with this book , Listen to me. , There must be gains .

《 The world 500 strong CFO Financial management notes 》

The second one is teacher Zheng Yongqiang's 《 The world 500 strong CFO Financial management notes 》. Many financial analysis books are boring , Just financial statements one by one 、 Report subjects . In fact, from my personal point of view , I don't want to know how to make accounts , Be a good accountant . What we expect more is to stand in a macro perspective 、 From the perspective of business management, I can see some financial knowledge , This book is very suitable for .

This book starts with financial management 、 Digital management 、 From the perspective of enterprise management , It's a framework way of thinking , Did not go deep into the details of various financial subjects , But the overall knowledge can help you build . It is very suitable for managers of some enterprises to read , Watching it will bring you a lot of thinking and inspiration , There will be some different feelings .

《 Analysis of financial statements of value investors 》

After reading these two books , I have an idea in my heart, and I'm eager to see the annual reports of some listed companies . Then you will find that there is no idea , It seems that I have learned a lot of financial knowledge , However, it is hard to really interpret the financial statements of listed companies , Limited ability .

So I recommend you to read this third book at this time 《 Analysis of financial statements of value investors 》, author ： Xia Lijun 、 Li Mochou, these two teachers , The book says the popular value investment course of Shanghai Jiaotong University . This book interprets the financial statements of enterprises from the perspective of investment , Therefore, from this perspective, we can learn a thinking framework for analyzing the financial statements of listed companies 、 Analysis methods , Such words are very helpful for consolidating the financial knowledge learned before .

And there is Haitian flavor industry as a case throughout the book , continuity 5 The data of more than years is still very readable . I mentioned before that from ROE In the video with insight into the characteristics of the industry , Haitian flavor industry is also mentioned , Of this company ROE Can I get to 30%, Two factor drive , Net interest rate on sales 25% about , Turnover of total assets 98%, So this case is also very good .

So these three books are stepped , From the basic knowledge of finance , To business management 、 The macro perspective of the market , Then to the systematic interpretation of listed companies , You can sort out a basic knowledge framework . What problems do you encounter at ordinary times , Or want to study a certain knowledge point in depth , You can quickly and horizontally combine other financial books to see the differences , Play a role of contrast and consolidation .

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I think financial management knowledge is suitable for anyone to learn and understand , For our non-financial practitioners , It is a very new perspective to make a unique interpretation of enterprise management , It can let you see many things that you couldn't see before , Help us broaden our thinking 、 Add new insights .

Like the words written by the co-founder tuobuhua in a book , I think it makes sense ： We should constantly invite others 、 New things come into your life , Break the situation of lack of resources , With the help of various external forces , Enlarge your choice combination , We can become who we want to be .