FinPod

In this special episode of FinPod, host Anna Talerico shines a CFI member spotlight on Stephen Moerane, a remarkable individual whose journey has come full circle within the CFI community. 

Stephen's story begins as a CFI learner and progresses to a CFI team member. Listen in as Anna and Stephen discuss his inspiring transition from non-finance roles to a career in finance and his journey to becoming a valued member of the CFI team. 

Stephen shares insights into his academic and professional pursuits, highlighting the connections between his love for music and his passion for finance. He also discusses his recent transition into a community-focused role, emphasizing the importance of supporting CFI learners and fostering connections within our community. 

This is a conversation about the power of lifelong learning, personal growth, and the impact one can have in creating an active, thriving community.

In this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, to talk about the final components of the FP&A model Duncan's been developing for our FP&A courses. Duncan shares how dashboards and data visualization techniques can transform traditional financial analysis into compelling stories. 

Learn the importance of effectively presenting data using colorful visualizations and dynamic charts that capture trends, highlight insights, and aid decision-making. Discover how purposeful errors in Excel can help toggle graph features and gain valuable tips on making your models user-friendly and efficient. Tune in for lots of tips & tricks.

In this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, as they discuss financial statement aggregation and analysis. Follow along as Duncan walks us through consolidating financial statements using advanced Excel functions. 

Discover the significance of breaking down current and deferred taxes, balancing income statements, and mastering cash flow projections. Learn the benefits of monthly modeling for a comprehensive 24-month forecast period and how to effectively aggregate data by quarter and year. Join Duncan and Asim as they explore common modeling challenges while offering insights on building robust models with features like alerts and up-to-date functionalities. 

In this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, as they delve into the world of headcount forecasting and analysis. This engaging discussion explores essential strategies for forecasting a company's employees and associated costs.

Discover how to forecast salaries, bonuses, and benefits while maintaining a comprehensive view of cash flow and income statements. Learn about new Excel features like up and down arrows to quickly spot salary changes and model alerts that enhance model integrity. Duncan shares innovative approaches to employee cost forecasting and the importance of cover pages in communicating critical information upfront.

Tune in for valuable insights into headcount forecasting & analysis that every FP&A professional needs to know. 

In this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, to discuss FP&A model design, revenue forecasting, and the power of proper formatting. Duncan shares insights on creating visually appealing and easy-to-follow models using the latest Excel features, such as binary switches and conditional formatting.

Discover how to enhance your models with up and down arrows to highlight changes and leverage binary switches for efficient data management. Learn how these techniques contribute to telling the story behind the numbers, helping you make informed financial decisions. Elevate your FP&A revenue forecasting skills with this quick, high-impact conversation. 

In this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, to discuss Financial Planning & Analysis (FP&A). Duncan shares insights into the importance of model design in finance, emphasizing the significance of careful planning and structuring for effective decision-making. Learn how to efficiently gather inputs using modern tools like Power Query and how keyboard shortcuts can significantly improve productivity.

Duncan and Asim discuss practical tips such as designing models backward, starting with the dashboard, and working in reverse to ensure a seamless flow. 

Tune in for expert advice on mastering financial modeling and how the FP&A courses can help you excel in your finance career.