What is FP&A? Financial Planning and Analysis (FP&A) is a crucial business function that involves budgeting, forecasting, and analyzing a company’s financial and operating performance. FP&A professionals play a pivotal role in supporting corporate decisions by conducting financial modeling and providing strategic advice to a company’s CEO, CFO, and Board of Directors. The FP&A team…
In this episode, we talk with our Chief Content Officer about the new “Accounting for Business Combinations and Other Equity Investments” course. Designed to meet the growing demand for accounting knowledge for finance professionals, we cover topics including full consolidation for majority ownership, equity method accounting for significant influence, and fair value accounting for smaller…
What is a Bulge Bracket Bank? Bulge bracket is a slang term used in banking and the financial services industry to describe the world’s largest investment banks. These banks are known for handling large corporate clients and deals, and they have the most recognizable names in the banking sector — Goldman Sachs, Bank of America…
In this episode, we chat with Glenn Hopper, an instructor at both Duke University and CFI, author, and CFO. Glenn’s book, “Deep Finance: Corporate Finance in the Information Age,” solidified his position as a thought leader on the impact of AI on finance roles. In our conversation, Glenn shares his unconventional path to finance, starting…
What Does an Investment Banking Analyst Career Entail? Investment banking is a key part of the financial services industry. Investment banking involves facilitating and raising capital for companies, governments, and other institutions. Investment banks essentially act as liaisons between businesses seeking funding and investors seeking to fund new, lucrative opportunities. Investment bankers also advise companies…
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…
