Financial presentations can be dense. To captivate your audience and build greater engagement, it’s crucial to maintain focus. Here are three great strategies to minimize distractions and connect more effectively.
In this course, explore advanced Excel functions and techniques designed specifically for financial planning and analysis (FP&A). The course covers topics from mastering INDEX XMATCH and dynamic array functions such as FILTER, UNIQUE, DROP, and TAKE.
This is a favorite dynamic rolling forecast technique. We use it in FP&A for capturing trailing months and future months of financial data. You’ve probably never seen this done.
I see a lot of seasoned finance and accounting people promoting the learning of skills that most FP&A professionals don’t really need. What two of these skills are overrated for FP&A professionals?
Take all the work and oversight of a highly qualified, high-functioning CFO. Put it into a list. Then take all the responsibilities, experience, institutional knowledge, fiduciary duties, and relationships and sprinkle these traits among a group of teams and people.
Weekly cash flow forecasts usually aren’t necessary unless a company is dealing with liquidity issues. Distress or rapid growth can both be a culprit. Here’s how to use a monthly cash flow to back into an optional weekly forecast.
Carl Seidman—a FP&A advisor, fractional CFO, adjunct professor, and Microsoft MVP in Excel—shows you how to translate numbers into actionable strategies as you identify potential cash flow crises and master the art of building accurate cash flow forecasts.
Explore ways you can effectively address the growing need for efficiency, accuracy, and actionable insights in modern FP&A workflows. In this course, Carl Seidman shows you how to connect and automate data import from various sources into Excel.
Financial planning and analysis (FP&A) is a rapidly evolving field within corporate finance and one of the most important functions of any successful finance department. While there are a number of different data visualization tools that support FP&A, most companies rely on Microsoft Excel.
Explore the capabilities of Microsoft’s AI-powered Copilot in Excel in this course tailored for financial planning and analysis professionals. Discover how AI can streamline complex financial tasks, from predictive modeling and budgeting to dynamic dashboards and reporting.
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