FinPod

In this episode of FinPod, we dive into the intricacies of debt and capital expenditure (CAPEX) modeling in financial planning and analysis (FP&A). Follow along as Duncan shares insights on modeling debt accurately, emphasizing the importance of setting up a lender of last resort and avoiding hard caps on revolving credit lines.

Explore the nuances of forecasting CAPEX and its integration into FP&A models, uncovering the connections between debt schedules and cash flow statements. Duncan highlights the challenges of modeling debt that flows into future financial statements, offering practical tips for maintaining model integrity.

Whether you're a seasoned financial analyst or a newcomer to FP&A, this episode provides valuable guidance for mastering debt and CAPEX modeling while structuring FP&A models for optimal efficiency and accuracy. 

In this special episode of the CFI Member Spotlight, host Anna Talerico sits down with finance professional Josh McLean, a Finance Director at Nike and currently participating in their innovative Finance Leadership Rotational Program. Anna explores Josh's high-impact career, including his roles as an author, board member, mentor, startup advisor, and investor. His dedication to lifelong learning and professional development is demonstrated by his incredible achievement of all three levels of the CFA and his FMVA from CFI.

Josh shares his inspiring journey from overcoming significant challenges in high school and college to achieving professional success, where he blends his finance expertise with a passion for personal growth. He emphasizes the importance of intentionality, balancing professional and personal life, and his philosophy of continuous improvement. This episode provides inspiration for anyone pursuing a fulfilling career in finance and professional development. If you're seeking motivation to stay committed to your professional and personal goals, this is a must-listen.

Join us in the latest episode of the "What's New at CFI" podcast as we discuss artificial intelligence and how it can help users to manage complex formulas in Excel. In this discussion, we shed light on the increasing demand for AI integration in financial analysis. 

We discuss practical examples of using AI tools like ChatGPT and Gemini to simplify and optimize Excel formulas. Learn how these AI models can break down complex formulas, suggest more efficient alternatives to nested IF statements, and even offer step-by-step solutions for your tasks. Discover the advantages of the paid version of ChatGPT and unlock the secrets to supercharging your AI queries with expert techniques!

Tune in for practical tips and encouragement to get started with AI in Excel. Whether you're a novice or an advanced user, there's something for everyone in this insightful conversation. 

 In this episode of FinPod, we discuss FP&A for new analysts with expert Carl Seidman. Carl has over 20 years of experience in management consulting and FP&A advisory. In this conversation, he highlights the growing demand for FP&A in Fortune 500 companies and the shift towards proactive finance roles.

Carl addresses how to enter the FP&A field without a specialized degree, emphasizing skill development and transitioning from general finance backgrounds. He also shares the importance of critical thinking, communication skills, and understanding of business dynamics for a successful career in FP&A.

Carl also shares his thoughts on the role of AI in FP&A, and provides valuable advice for new analysts, focusing on continuous learning, mastering technical skills, and developing non-technical abilities. This episode offers lots of career advice for aspiring FP&A professionals!

 In this episode of FinPod, co-founder Scott Powell and colleague Asim Khan speak with Danielle Stein Fairhurst, a renowned financial modeler, author, and Microsoft MVP. She shares her journey into financial modeling, driven by her love for finance and Excel, and shares her modeling core concepts..

Danielle discusses common mistakes modelers make, the importance of simplicity, and her contributions to the Excel community, including writing books and organizing meetups. 

For young professionals, she emphasizes the importance of technical skills and staying current with new tools. Join the conversation to gain insights into financial modeling and the evolving landscape of Excel.

Join us in the latest episode of the "What's New at CFI" podcast as we delve into the intricacies of financial planning and analysis, specifically focusing on the inclusion of contractors in financial models in today's evolving job market landscape. 

We highlight key differences between forecasting for employees and contractors, emphasizing the importance of understanding cash flow timing nuances. With practical examples and considerations, we explore the flexibility of financial models, offering valuable insights for finance professionals. 

Tune in for an engaging discussion on contractor analysis and its role in modern financial planning strategies.

In this episode of FinPod, hosts Asim Khan and Ryan Spendelow dive deep into the world of banking regulations. Join them as they discuss the intricacies of Basel III and its significance in risk management. Unravel the historical context behind the Basel Accords and understand how Basel III emerged as a response to the 2008 global financial crisis.

Asim and Ryan discuss the critical differences between Basel II and Basel III, from strengthened capital requirements to the introduction of liquidity ratios. 

Tune in to equip yourself with the knowledge and tools necessary to thrive in an ever-changing regulatory environment. Don't miss this opportunity to stay ahead of the curve and enhance your understanding of Basel III and its implications for the future of banking

In this episode of FinPod, host Anna Talerico chats with Vijay Maharaj, CFI's Director of FP&A, to discuss his career journey and what it's like to work in FP&A. 

Discover how Vijay’s path through economics led him to a career in financial planning and analysis. Get a glimpse into a day in the life of a Director of FP&A, including the balancing act of data management, forecasting, and partnering with other business units. Plus, handling the everyday fire drills that come with the role.

Vijay shares his approach to objective analysis, building trust with colleagues, and the importance of being a lifelong learner. He provides valuable advice for aspiring FP&A professionals on essential skills and the mindset needed to excel in this growing field. 

Don't miss this engaging episode full of career insights and practical tips!

In this episode of FinPod, host Asim Khan sits down to discuss data visualization with Sebastian Taylor.

They cover best practices for creating effective visual representations of data, from choosing the right charts to crafting impactful stories. To communicate data effectively, learn the importance of understanding your audience and focusing on key messages. 

Sebastian shares valuable tips on designing dashboards, using color effectively, and avoiding common mistakes in data visualization. Whether you're a data analyst or simply interested in data storytelling, this episode offers a wealth of knowledge to help you improve your data visualization skills. Tune in for charts, graphs, and dashboards!

In this episode of FinPod, Asim Khan & Glenn Hopper talk about AI-enhanced financial analysis. They discuss the power of ChatGPT in democratizing data and how this technology can help improve workflows and analysis.

Learn more about AI's impact on roles in investment banking and accounting and how to use generative AI to work more effectively.