In this episode of FinPod, join us for a conversation with CFI FMVA holder Landon Cortenbach as he shares his professional journey from aspiring sports agent to experienced CFO. Landon’s career trajectory spans from public accounting to pivotal roles at renowned companies like Beats by Dre and Magic Leap. He discusses the crucial skills that…
What is the Pink Sheet? Pink Sheets are a type of over-the-counter (OTC) trading service where companies’ stocks are quoted, often with less stringent regulatory requirements than a major exchange like the New York Stock Exchange (NYSE) or NASDAQ. This makes the Pink Sheets a common platform for trading penny stocks. Penny stocks are common…
In this episode of FinPod, we dive into the intricacies of debt and capital expenditure (CAPEX) modeling in financial planning and analysis (FP&A). Follow along as Duncan shares insights on modeling debt accurately, emphasizing the importance of setting up a lender of last resort and avoiding hard caps on revolving credit lines. Explore the nuances…
One of the fastest-growing professions in the finance industry is financial data analysis. As a result, there is always a need for financial data analysts at corporations, investment firms, banks, insurance companies, pension funds, and other businesses. To ensure you can find a high-quality job as a financial data analyst, it’s important to provide yourself…
In this special episode of the CFI Member Spotlight, host Anna Talerico sits down with finance professional Josh McLean, a Finance Director at Nike and currently participating in their innovative Finance Leadership Rotational Program. Anna explores Josh’s high-impact career, including his roles as an author, board member, mentor, startup advisor, and investor. His dedication to…
As the volume of globally available digital data continues to grow year over year, businesses are increasingly recognizing the transformative power of harnessing this resource. From optimizing operations and improving decision-making to developing innovative products and services, data has become the lifeblood of modern organizations. We are now witnessing the explosive growth in the power…
Join us in the latest episode of the “What’s New at CFI” podcast as we discuss artificial intelligence and how it can help users to manage complex formulas in Excel. In this discussion, we shed light on the increasing demand for AI integration in financial analysis. We discuss practical examples of using AI tools like…
What is Extended Planning and Analysis (xP&A)? Extended planning and analysis (xP&A) integrates data and insights from across the entire organization, enhancing financial planning and aligning it with operational objectives. An xP&A approach enables organizations to align financial forecasts, sales projections, budgets, and supply chain demands into one unified solution. Understanding xP&A Components Building on…
In this episode of FinPod, we discuss FP&A for new analysts with expert Carl Seidman. Carl has over 20 years of experience in management consulting and FP&A advisory. In this conversation, he highlights the growing demand for FP&A in Fortune 500 companies and the shift towards proactive finance roles. Carl addresses how to enter the…
What is Financial Planning and Analysis (FP&A)? Financial Planning and Analysis (FP&A) teams play crucial roles by performing budgeting, forecasting, and analysis to support informed decision-making. As part of this, FP&A requires extensive data reconciliation and consolidation, as well as understanding and interpreting variance analysis. Additionally, FP&A professionals perform different scenario and sensitivity analyses to…
