Ever wonder how a profitable company can suddenly face bankruptcy? The answer lies in Working Capital Management (WCM). In this episode of Corporate Finance Explained on FinPod, we delve beyond profit margins to examine the daily cash battle that determines a company’s survival and growth. We unpack the paradox of being “paper rich, cash poor”…
Bookings vs. Billings: What’s the Difference? Bookings represent the total value of customer contracts a company secures, while billings reflect the amount of those contracts invoiced within a period. Bookings show future revenue potential, and billings track when those commitments turn into invoices and expected cash flow. In the SaaS industry, bookings and billings matter…
What Is Free Cash Flow Conversion? Free Cash Flow (FCF) Conversion is a liquidity ratio that measures the rate at which a company turns EBITDA into free cash flow. It shows the proportion of earnings available for reinvestment, debt repayment, or shareholder returns after covering capital expenditures and investments in working capital. Analysts use the…
In this episode of CFI Member Spotlight on FinPod, we showcase the incredible journey of Iuliia Tuseeva, an Equity Analyst at the BEAM Fund and a student at Simon Fraser University (SFU) in Vancouver, BC. Iuliia shares how her passion for mathematics and economics first sparked her interest in finance, leading her to successfully navigate…
Strategic Planning vs. Financial Planning: What’s the Difference? Strategic planning sets long-term business direction and competitive strategy. Financial planning creates budgets and forecasts to achieve the company’s strategic goals. Both planning processes work together but serve different purposes in business strategy and financial management. Strategic planning answers “where should we go,” while financial planning answers…
Ever wondered why companies like Airbnb, Spotify, and WeWork chose such different paths to the public markets? In this episode of Corporate Finance Explained on FinPod, we break down the three main ways companies go public: the traditional IPO, the disruptive Direct Listing, and the volatile SPAC. We’ll unpack the mechanics, the trade-offs, and the…
What Is Power Query in Power BI? Power Query in Power BI is a data transformation engine that lets users connect various data sources, reshape data, and load cleaned data into Power BI for analysis. Power BI uses Power Query as the key component for its ETL (Extract, Transform, Load) tool. Power Query Editor is…
In this episode of What’s New at CFI on FinPod, we’re introducing the CFI AI Tutor, a powerful learning assistant designed to provide instant, contextual help to every learner. Join Meeyeon as she sits down with Sebastian Taylor and Stephen Moerane to dive into the core features of this innovative tool. This episode covers: Why…
Do You Need an MBA for a Successful Finance Career? You don’t need an MBA to start a career in finance, but an MBA with a finance concentration can help in recruiting, networking, promotion opportunities, and certain career paths like investment banking and financial consulting. Most entry-level and mid-level finance roles are open to candidates…
Navigating Finance Careers in a Transforming Field What does it take to build a lasting finance career when the fundamental nature of the work is changing? Traditional technical skills remain essential, but today’s finance professionals must also master AI tools, business partnerships, and strategic thinking. CFI Careers Day brought together finance leaders, educators, and an…
