What Does a Private Equity Associate Do? In the world of finance, private equity stands out as one of the most lucrative and competitive fields. While there are many moving parts involved in acquiring companies, private equity associates play a vital role in the investment teams of private equity firms. These professionals typically start out…
In this episode of Careers in Finance on FinPod, we chat with Mark Allbee, VP of Finance and Operations at Roko Labs. Mark shares his journey from Big Four accounting at KPMG, where he specialized and built key skills, to leading finance in dynamic startups. He details his transition to FP&A, tackling budgeting and reporting while navigating…
What is What-If Analysis? What-if analysis is a financial modeling technique used to predict the possible outcomes of multiple variables by changing key input values. It allows finance professionals to evaluate how different variables, like changes in revenue or expenses, could affect a company’s financial performance. This type of analysis helps businesses to anticipate challenges,…
What is Continuing Professional Education? Continuing Professional Education (CPE) is essential for finance professionals aiming to maintain certifications, stay compliant with regulatory standards, and advance their careers. In an industry driven by constant changes in regulations, technology, and best practices, ongoing education is key to staying competitive. For finance professionals with certifications like CPA, CFP,…
In this episode of What’s New at CFI on FinPod, we discuss the latest course in the FP&A Specialization, FP&A Professional Model Protection and Presentation. This course is the third in a series designed to equip financial professionals with advanced modeling skills. It focuses on essential practices for protecting and presenting financial models, making them more efficient…
Why Finance Professionals Must Earn CEUs and CPE Credits Online Many industries require professionals to stay current through Continuing Education Units (CEUs). In finance, the more specific requirement is CPE credits, which are essential for certifications like CPA and CFA. Online learning offers a flexible and convenient way for finance professionals to meet these requirements…
What is Continuing Education (CE)? Continuing Education (CE) refers to structured learning programs that help you stay current with industry standards, emerging trends, and best practices. In finance, CE is essential for maintaining certifications, adapting to regulatory changes, and refining your skills to stay competitive in an evolving field. Finance-specific CE programs, such as Continuing…
What is Continuing Professional Education (CPE)? Continuing Professional Education (CPE) refers to ongoing learning that professionals undertake to maintain their certifications and stay current with industry standards. In the finance sector, CPE credits are required by certifying bodies like AICPA and FINRA to ensure professionals remain knowledgeable about evolving regulations, technologies, and best practices. The…
What is Continuing Education (CE)? Continuing Education (CE) refers to structured learning programs that help professionals enhance their skills, stay current with industry standards, and adapt to new developments. For finance professionals, CE plays a critical role in maintaining certifications, advancing careers, and staying competitive in a rapidly changing field. Lifelong Learning Through CE Beyond…
In this episode of Careers in Finance on FinPod, we sit down with Jack McCullough, the founder and CEO of the CFO Leadership Council. Jack has had a diverse career that began with earning an MBA from the MIT Sloan School of Management and includes being a former CFO, a published author, and podcast host. His journey…
