Introduction Inventory accounting is an essential aspect of financial management and significantly impacts business operations and profitability. The choice of inventory valuation method has far-reaching implications for profitability, financial analysis, and even taxes. Companies must carefully select and consistently apply the most appropriate inventory accounting method for their business models while also considering the financial…
What is Private Equity? Private equity (PE) refers to the type of investment capital raised for companies that are not publicly traded. Unlike publicly traded companies, which are subject to the scrutiny of the stock market, private companies have more flexibility regarding their operations and decision-making. Private equity firms operate by acquiring privately held companies, often…
In this episode of What’s New at CFI on FinPod, we discuss the power of AI for finance, focusing on AI-powered scenario analysis and its impact on financial modeling. We explain how AI is not just enhancing traditional scenario analysis but also making it more efficient, detailed, and accessible for finance professionals at all levels….
As companies grow in size and complexity, they will often recruit for both FP&A and Finance Controller roles. This is particularly true for mid-sized to large corporations across pivotal industries like manufacturing, technology, healthcare, and retail. In these cases, the FP&A role is to establish forward-looking insights through budgeting, forecasting, and analysis, while the Financial…
In this episode of Careers in Finance on FinPod, we talk with Ashok Manthena about his experiences at companies like Google, Gap, and Ingersol Rand, highlighting the unique opportunities and challenges in finance functions. The conversation explores the impact of AI on finance processes, automation, predictive analytics, and generative AI. Ashok provides insights into how…
In this episode of FinPod’s What’s New at CFI, we explore the critical role of workflow efficiencies for analysts working in Business Intelligence (BI) and data analysis. Join us as we unpack practical strategies, tools, and best practices that can streamline your day-to-day tasks, from data gathering and cleaning to analysis and reporting. Whether you’re…
In this episode of CFI Member Spotlight on FinPod, we sit down with Genaro Arredondo who shares his colorful journey navigating a career in finance – starting from his roots in Chile to becoming a Director of Corporate Development at global credit bureau, Equifax. Genaro discusses his experience majoring in accounting at university, navigating early-career…
What is Integrated Business Planning? Integrated Business Planning (IBP) is a strategic approach that aligns various functions within a company — such as finance, operations, supply chain, and sales — into a unified planning process. It’s designed to ensure that all business units work together towards common goals, improving decision making, resource allocation, and overall…
In this episode of What’s New at CFI on FinPod, we discuss our newly launched course on reading and analyzing insurance company financials. We break down the complexities and unique characteristics of insurance financial statements, comparing them to those of banks and industrial companies. We also discuss concepts like deferred acquisition costs, unearned premiums, and…
Whether you’re a current or aspiring financial analyst, or just looking to familiarize yourself with financial accounting, this guidebook is for you. Within its pages, Essential Guide to Accounting for Financial Analysts illustrates key accounting concepts and offers a guided tour of the three core financial statements: Balance Sheet Income Statement Cash Flow Statement Download…
