The Growing Debate: Excel vs. Google Sheets for Financial Modeling Choosing between Excel and Google Sheets for financial modeling can significantly impact efficiency and accuracy. While both tools can handle basic modeling tasks, Excel is the preferred choice due to its advanced features and ability to process larger datasets. As financial models grow in complexity,…
In this episode of What’s New at CFI on FinPod, we discuss the newly released course, FP&A Professional: Model Roll Forward and Analysis. This course is the second in a three-part series designed to enhance Excel skills while focusing on essential monthly workflows for FP&A professionals. Listeners will learn best practices for managing files, rolling…
What is a Finance Business Partner? A finance business partner goes beyond the finance team to work closely with different departments within an organization, like operations, marketing, and sales, to provide financial insights and strategic advice. Good finance business partners use financial data and analysis to help teams make informed decisions that align with the…
In this episode of Careers in Finance on FinPod, we talk to Alex Yuditski, a growth investor at Bessemer Venture Partners. Starting with a pivot in college from history to economics, Alex’s path led her from investment banking at Regions Bank and William Blair to working on pre-IPO growth equity deals at Blue Owl Capital. Now at…
What is Fintech? Fintech, short for Financial Technology, refers to the innovative use of technology in designing and delivering financial services and products. It encompasses a wide range of applications, from mobile banking and investment apps to cryptocurrency and blockchain technology. The Fintech industry emerged as a response to the growing demand for more efficient,…
In this episode of What’s New at CFI on FinPod, we’re excited to introduce our latest course, “Intro to Bank Valuations.” We’ve designed this course to simplify the world of bank valuation models by focusing on practical methodologies like the asset value approach, comparables, and the dividend discount model. We dive into why mastering bank financial statements…
In this episode of Careers in Finance on FinPod, we welcome Kristen Kelly and Jennifer Saarbach, founders of The Wall Street Skinny. Through their podcast, social media platforms, and other channels, they’ve built a highly regarded brand dedicated to demystifying the complex world of finance and helping others break into the industry. Kristen and Jennifer share their journeys…
What is ESG? ESG stands for environmental, social, and governance. It’s a framework used to evaluate how organizations manage their impact on the environment, their social impact and relationships with stakeholders, and their internal governance structures. In the finance industry, ESG has become increasingly important as investors and financial institutions recognize the long-term risks and…
In this episode of What’s New at CFI on FinPod, we dive into the complexities of calculating diluted shares, including how various factors—such as stock options, convertible debt, and restricted stock—affect a company’s share count. We explain how failing to account for potential shares that could be issued (like employee stock options or convertible debt) can lead…
Mergers and acquisitions (M&A) are often used by companies to achieve growth, expand market share, or gain other competitive advantages. Beyond these strategic motivations, M&A brings complex accounting challenges that companies (and analysts) need to understand and consider. This article delves into the key components of M&A accounting, as well as some of the most…
