Archives: Resources

Career Insights: A Day in the Life of an FP&A Analyst

The Critical Role of FP&A in Growing Companies Imagine starting your workday with the goal of helping a company manage its financial health and growth trajectory. That’s the world of a Financial Planning & Analysis (FP&A) analyst, a role crucial to turning raw numbers into actionable insights. At a company like Tesla during its early…

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Commercial Mortgage Backed Securities (CMBS): A Beginner’s Guide

What are Commercial Mortgage-Backed Securities? Commercial mortgage-backed securities (CMBS) are a niche but impactful part of the fixed income securities market. If you’re eager to expand your fixed income or capital markets knowledge, understanding CMBS can set you apart. This guide delves into what CMBS are, how they work, their benefits and risks, and how…

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FP&A Director: Essential Skills, Salary Insights, and Career Pathways

In the world of financial services, financial planning and analysis (FP&A) serves as the analytical and strategic backbone of corporate finance. As banks and other financial institutions navigate increasingly complex financial landscapes, FP&A professionals play a critical role in driving strategic decision-making and ensuring sustainable growth.  Steering these crucial operations is the FP&A Director, which…

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Navigating Career Growth in Finance: Lessons from Tesla

Understanding Tesla’s Financial Evolution: A Career Development Framework Tesla’s rise from a daring startup to a global industry leader provides more than a tale of innovation in electric vehicles. It also offers a masterclass in finance career evolution, including valuable lessons for growing your own career.  From basic banking services in its early stage, Tesla’s…

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Revolutionizing Risk Assessment with Generative AI

As business becomes increasingly complex, interconnected, and unpredictable, risk poses a significant challenge to even the most resilient organizations. From market volatility and operational disruptions to economic uncertainty, traditional methods of risk assessment often fall short.  That’s where Generative AI (GenAI) steps in. This game-changing technology helps you assess risks faster and more effectively than…

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Return on Ad Spend (ROAS): A Key Financial and Marketing Metric

Return on Ad Spend: How Effective is Our Advertising? A key financial metric for digital businesses, Return on Ad Spend helps marketers, advertising agencies, and finance professionals understand how effectively their advertising campaigns drive revenues. This understanding allows professionals to make data-driven decisions about their advertising investments. What is ROAS? ROAS stands for Return on…

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How to Adjust Column Width in Excel

Why Adjusting Column Width in Excel is Essential Column width plays a critical role in the readability and organization of your Excel spreadsheets. Well-adjusted column widths create a clean and polished appearance, making it easy to see every value in your spreadsheet. Adjusting column width not only improves the way your spreadsheet looks but also…

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How to Choose the Right Career Path in Finance for Your Skills

Choosing a career in finance amounts to more than just selecting a job that seems financially rewarding and secure — it’s about finding a path that aligns with your unique skills, interests, and long-term aspirations. The finance industry offers diverse opportunities, from corporate finance roles that drive business strategy to investment banking positions that shape…

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Careers in Finance | Bill Dillmeier

In this episode of Careers in Finance, we have an insightful conversation with Bill Dillmeier, exploring his unique career journey in finance. Bill shares his intentional path into finance, starting from a young age, influenced by his entrepreneurial grandfather. He discusses his educational background, early entrepreneurial ventures, and the pivotal role of mentorship in shaping…

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