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, teams use FP&A tools to assist with extensive data reconciliation and consolidation, as well as with understanding and interpreting variance analysis. Additionally, FP&A tools for…
In this episode of FinPod, co-founder Scott Powell and colleague Asim Khan speak with Danielle Stein Fairhurst, a renowned financial modeler, author, and Microsoft MVP. She shares her journey into financial modeling, driven by her love for finance and Excel, and shares her modeling core concepts.. Danielle discusses common mistakes modelers make, the importance of…
June 11, 2024 – Corporate Finance Institute® (CFI), a global leader in online financial training, and CPA Australia, one of the world’s largest accounting bodies, are proud to announce a strategic partnership aimed at enhancing financial education and professional growth opportunities for CPA Australia members. This collaboration provides CPA Australia members access to CFI’s comprehensive…
Due to advances in technology, there has been an increase in data usage. As a result, various industries are analyzing data to help streamline and automate their processes. Different industries also use data to forecast behaviors, challenges, and wins. With all the ways businesses can now use data, data-based careers have never been more prominent….
In banking, it’s vital that measures are in place to ensure that banks have enough funds to honor their financial obligations regardless of any risks, financial struggles, or investments that arise. That’s where bank regulatory ratios and capital requirements come into play. What are Bank Regulatory Ratios? Bank regulatory ratios are key measures of the…
June 5, 2024 — The Corporate Finance Institute® (CFI), a global leader in online finance and banking education, certifications, and productivity tools, is proud to announce the launch of its new Financial Planning & Analysis (FP&A) Specialization. This program is designed to equip business leaders with top-tier financial models essential for evaluating and forecasting a…
In business, a primary goal is to grow your company’s size and reach to the point where it is the most profitable in its niche market. To accomplish this goal, you may need to allow another larger organization in your field to acquire your company in a business combination. But what is a business combination,…
In this episode of FinPod, hosts Asim Khan and Duncan McKeen discuss integrating contractors into financial models. Their conversation covers forecasting and analyzing contractor expenses, from calculating workdays to understanding cash flow timing. Duncan also shares Excel formulas designed for contractor analysis. Gain insights into the necessity of contractor analysis in financial planning as companies…
In this episode of FinPod, hosts Asim Khan and Ryan Spendelow dive deep into Basel III banking regulations. Join them as they discuss the intricacies of Basel III and its significance in risk management. Understand the historical context behind the Basel Accords and understand how it emerged as a response to the 2008 global financial…
In this episode of FinPod, host Anna Talerico chats with Vijay Maharaj, CFI’s Director of FP&A, to discuss his career journey and what it’s like to work in FP&A. Discover how Vijay’s path through economics led him to a career in financial planning and analysis. Get a glimpse into a day in the life of…
