Archives: Resources

Business Intelligence in FP&A: A New Era of Financial Planning and Analysis

The Strategic Impact of Business Intelligence in FP&A In today’s data-driven environment, business intelligence in FP&A is transforming how organizations plan, forecast, and make decisions. FP&A teams often grapple with inefficient processes, fragmented data, and limited actionable insights. BI addresses these challenges by automating workflows, centralizing data, and delivering real-time visualizations. Distinct Yet Complementary By…

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How to Analyze Budget Variances with 10 Essential Questions

A Practical Approach to Analyzing Budget Variances As an FP&A analyst, examining variances between forecasts and actuals is central to your role. What many new analysts miss is strategic insight. In addition to technical proficiency, knowing how to approach variance analysis strategically helps businesses plan better, allocate resources wisely, and manage risk. The 10-question framework…

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CFI Launches New AI for Finance Specialization for In-Demand Skills

January 14, 2025  — Corporate Finance Institute (CFI), the #1 rated online provider of finance and banking training and productivity tools, is thrilled to announce the launch of its AI for Finance Specialization. This specialization is designed to equip professionals with practical, hands-on skills to leverage AI to streamline financial analysis, automate workflows, and improve…

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CFI Launches Investment Banking & Private Equity Modeling Specialization

January 14, 2025  — Corporate Finance Institute (CFI), the #1-rated online provider of finance and banking training and productivity tools, launches a new Investment Banking & Private Equity Modeling Specialization today.  This specialization is designed to help professionals master advanced financial analysis and modeling techniques used by leading investment banks and private equity firms. The…

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M&A Financing: Cash, Debt, or Equity?

The Strategic Impact of M&A Financing Decisions Ever wondered why some acquisitions soar while others stumble? The secret often lies not just in what you buy, but how you pay for it. Mergers and acquisitions (M&A) financing decisions shape everything from shareholder returns to post-merger success, yet many businesses underestimate their complexity and impact. Picture…

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Top Compliance Risks in Banking: Insights and Prevention Strategies

Navigating the Complexity of Compliance Risk in Banking Compliance risk is a persistent challenge for banks to manage in today’s stringent regulatory landscape. Financial institutions face significant risks with escalating legal and financial penalties for non-compliance, and reputational damage eroding customer trust.  Staying ahead with robust compliance risk management programs helps safeguard their operations, maintain…

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KPIs in FP&A: Measuring What Matters Most

The Role of Key Performance Indicators (KPIs) in FP&A How do you know if your business is on track or underperforming? When it comes to Financial Planning and Analysis (FP&A), the answer lies in the KPIs, or Key Performance Indicators. As an FP&A professional, you make decisions that move the business in the right direction…

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How to Choose the Best Excel Certification Course for Finance Professionals

The financial services landscape is becoming increasingly data-driven, which means proficiency in Microsoft Excel has evolved from a useful skill to an absolute necessity for finance professionals. While many finance professionals use Excel daily, having a formal certification can demonstrate a deeper understanding of the software’s capabilities and a commitment to professional development. This expertise…

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AI and Financial Statement Analysis: Tools and Techniques

Transform Your Financial Statement Analysis with AI Want to know why leading financial analysts are turning to AI? A recent research study revealed something remarkable: AI tools like ChatGPT can outperform human analysts in predicting future earnings, achieving 60% accuracy compared to analysts’ 53%. Every quarter brings a tsunami of financial data — earnings reports,…

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Careers in Finance | Chris Stanley

In this episode of Careers in Finance on FinPod, we chat with Chris Stanley, an experienced finance professional turned successful business founder, about his journey to where he is today. During this episode, Chris shares how he has found that leaning into the network you have at an early age, no matter how big or…

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