Archives: Resources

What’s New at CFI | Financial Modeling Guidelines

Want to build financial models that other finance professionals can trust? In this episode of What’s New at CFI, Meeyeon sits down with Duncan McKeen, CFI’s VP of Financial Modeling, to discuss Financial Modeling Guidelines, a practical course designed to help analysts build cleaner, more transparent, and more professional Excel models. Instead of building a…

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ROI of Implementing AI Agents in Finance: How Finance Teams Measure Value

Finance leaders face a practical question about AI agents: Will the investment create measurable value? That question is becoming more urgent as AI spending grows. Deloitte’s 2025 survey of more than 1,800 executives found that 85% of organizations increased their AI investment in 2025, and 91% plan to increase it again. Yet most report satisfactory…

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Corporate Finance Explained | Stock-Based Compensation

What if one of the biggest expenses in tech isn’t actually cash? In this episode of Corporate Finance Explained, we unpack the truth behind stock-based compensation and why it has become one of the most misunderstood topics in corporate finance, financial analysis, and equity valuation. At first glance, paying employees with stock instead of cash…

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Building a Finance Team: Structure, Skills, and Strategy for Growth

As your company grows, so does the complexity around cash management, compliance, planning, and decision-making. Finance teams need to do more than close the books and update budgets. Leadership needs clear reporting, reliable forecasts, and insight into the business decisions ahead. Building a finance team starts with the right structure. You also need clear responsibilities,…

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How to Become a Business Intelligence Analyst: Skills & Career Path

If you’re considering a career in business intelligence, you’re looking at a field built around turning data into decisions. Business intelligence professionals work across industries, building dashboards, tracking business performance, and translating data into insights that drive strategy.  This guide covers how to become a business intelligence analyst, including what the role involves, which skills…

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What’s New at CFI | Advanced SQL for Data Analysts

SQL is one of the most valuable technical skills for finance professionals, business intelligence analysts, and data analysts. But once you’ve mastered the basics, how do you write cleaner, more scalable queries that support real business decisions? In this episode of What’s New at CFI, Meeyeon sits down with CFI instructor Joseph Yeates to discuss…

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How to Become a Data Analyst: Skills, Timeline, and Career Path

Data analytics is one of the most accessible high-growth career paths available today. It’s a career that rewards people who can think clearly about business problems.  This guide is built for anyone starting a career in data analytics, whether you’re a student, an early-career professional, or making a switch. We’ll walk you through exactly how…

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