Jorge Marques joined CFI back when it was just a WeWork dream, and now he’s a portfolio manager at North Growth Management. In this episode, Jorge shares his path from studying math and economics and ultimately landing in capital markets. You’ll hear about the skills that helped him succeed, how he navigated the CFA and…
What are SaaS KPIs? Ever wondered why some SaaS companies skyrocket to unicorn status while others struggle to stay afloat? The difference often comes down to how they monitor and act on key performance indicators (KPIs). SaaS businesses present distinct financial patterns that require specialized KPIs that reflect the unique nature of subscription models, including:…
What Happens When Emotion and Psychology Creep Into Financial Decisions? In this episode of Corporate Finance Explained on FinPod, we unpack the human side of finance through the lens of behavioral finance, exploring why even the most skilled professionals fall victim to biases like overconfidence, loss aversion, and anchoring. Real-world cases like HP’s Autonomy acquisition…
Have you ever submitted a detailed financial analysis only to hear your manager ask, “But how does this connect to the bigger picture?” You’re not alone. For many FP&A analysts, the challenge lies in understanding what really drives your organization’s financial performance. That’s where two core concepts come in: key value drivers and key performance…
Ever wonder how major corporations like Apple, Microsoft, and Coca-Cola manage billions of dollars in cash and investments, while keeping financial risks in check? This guide explores treasury management and why it is a significant component of the financial strategies in today’s top companies. What is Treasury Management? Treasury management refers to the oversight and…
Picture yourself stepping out of the structured, predictable environment of corporate finance and into the dynamic and sometimes chaotic world of startup finance. It’s a completely different game where many startups prioritize fast growth and market share over early profitability. This guide breaks down how startups approach funding, track financial performance, and handle risks differently…
May 2025 – Corporate Finance Institute® (CFI), the #1 rated online provider of finance and banking training, is excited to announce the launch of AI Tutor, a CFI-trained AI assistant designed to revolutionize the way finance professionals learn. Seamlessly embedded into CFI’s learning environment, AI Tutor delivers instant, personalized support powered by OpenAI, CFI’s expert-created…
What Drives Success in Private Equity? In this episode of Careers in Finance, we unpack the strategies behind some of the biggest PE deals in history, from Blackstone’s transformation of Hilton Hotels to the Dell Technologies buyout. But it’s not just about big names and bold moves. We explore how private equity firms approach value…
How Do You Pivot From Aerospace Engineering to Venture Capital? In this episode of Careers in Finance, Denisia Pereira shares her remarkable journey from studying aerospace engineering to leading venture operations at TopDown Ventures. She opens up about working in microfinance in Honduras, navigating business school with a global lens, and learning to speak founders’…
The Economics of Unsold Inventory Have you ever wondered why that shirt you’ve been eyeing suddenly dropped from $49.99 to $29.99? Or why some products go on clearance while others never seem to go on sale? These pricing decisions significantly impact a retail company’s financial performance. When stores have excess inventory at a season’s end,…
