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Automate Finance Tasks and Save Valuable Time
AI

Automate Finance Tasks and Save Valuable Time

We all know the drill of finance work: endless spreadsheets, repetitive data entries, and the constant pressure to meet deadlines. As a finance professional, you’re no stranger to the headaches that come with managing complex data and tackling routine tasks that seem to never end. It can feel like there’s no time left for the […]

The Phases of Financial Storytelling and How to Improve It
Storytelling

Phases of Financial Storytelling and How to Improve It

We hear a lot these days about how finance pros should focus more on storytelling. For many of us, it sounds daunting. “I’m here to make sense of numbers, not write stories!” But here’s the thing – storytelling in finance isn’t new. It’s something we’ve always done. Think about those board meetings where we explain […]

Benefits of ChatGPT for CFOs
CFO

Benefits of Using ChatGPT for CFOs

I often get questions from CFOs about how ChatGPT can create more value in finance. ChatGPT is incredibly powerful and should be integrated into your finance operations. However, CFOs often face uncertainty about how to effectively leverage ChatGPT and how ChatGPT can augment the skills of their finance team. Every day, I teach finance pros […]

10 Use Cases of AI in SAP
AI

10 Use Cases of AI in SAP

Incorporating AI into SAP isn’t just about adding another tech tool to the mix; it’s about reshaping how businesses operate from the inside out. AI in SAP takes everyday tasks – like filtering data or closing financial periods – and turns them into efficient, streamlined processes that save time and reduce human error. Whether you’re […]

Python in Excel Is Now Available
Excel

Python in Excel Is Now Available

The expectation from us, the finance pros, is that we need to do much more than just keep spreadsheets in order. We’re expected to dive deep into data, build financial models, and predict what’s coming next. Excel has been our go-to for years, but let’s face it – handling big datasets or automating complicated processes […]

Top FP&A Tactics and Methods You Need to Know
FP&A

Top FP&A Tactics and Methods You Need to Know

In school, we’ve all learned certain strategies, theories, and best practices. But there are some skills you can never learn at school. Why? In school, they don’t teach you how to step out of the crowd and be better. My goal is to reveal the underrated FP&A tactics that helped me progress, and that will […]

How to Implement AI in Order-to-Cash and AR
Accounting

How to Implement AI in Order-to-Cash and AR

As a finance leader, your role extends beyond overseeing financial operations, and Order-to-Cash and AR functions are critical to your company’s cash flow. You’re also responsible for driving efficiency and enhancing value, and AI offers a powerful way to revolutionize your Order-to-Cash (O2C) and accounts receivable (AR) processes. With AI, you can optimize operations, minimize […]

Top 20 Finance Modeling Tips
Finance

Top 20 Finance Modeling Tips You Must Use

Have you ever found yourself lost in a sea of numbers on a complex spreadsheet? I’ve been there too. But let’s be clear—finance modeling isn’t just Excel. It’s not just about data crunching; it’s the art of storytelling with numbers, combining logic with intuition. It’s about understanding the business inside out—its processes, challenges, and opportunities. […]

Top 100 Data Analysis Tips
Data Analysis

Top 100 Data Analysis Tips

Data analysis can be a really frustrating part of your work in finance, whether you’re dealing with sales trends, forecasting, or performance metrics. However, spending hours analyzing data doesn’t have to be the norm. That’s why I’ve created a cheat sheet with 100 practical tips to help you analyze data more effectively and efficiently. This […]

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