How To Build Custom GPTs For Your Own AI Assistant
In this guide, I’ll walk you step by step through the exact, easy process I use to build my finance-focused custom GPTs.
Finance Articles You’ll Actually Want To Read
In these articles, you’ll find everything you need to crush it in the finance world. Whether you’re hunting for actionable finance advice, exploring the latest in finance technology, or looking to turbocharge your career growth, we’ve got you covered. Learn how to master financial modeling like a pro, streamline your processes with cutting-edge tools, and sharpen those leadership skills to stand out in any room.
Feeling stuck in your current role? We’ll show you how to leverage your strengths, build new ones, and impress the higher-ups with strategies that actually work. From taming unruly spreadsheets to automating tasks that eat up your time, these articles are packed with practical tips and insider insights. Oh, and did I mention we like to keep it entertaining? No dull lectures here—just real talk, served with a side of humor and a healthy dose of expertise.
Get ready to simplify your work, take charge of your career, and unlock opportunities you didn’t think were possible. Whether you want to polish your soft skills or discover innovative finance tools, everything here is designed to make your job—and your life—a whole lot easier.
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15 Free Finance Automation Tools I Use
You’ll get three plug-and-play automations, a shortlist of 15 free finance automation tools worth learning, and a playbook to prove value first
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The Easy Guide To Automate Your Data Analysis
Discover 5 easy methods to automate your data analysis, gain valuable insights, and enhance decision-making.
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The Ultimate Guide To Power Query Data Cleaning
Read this step-by-step guide on power query data cleaning and start getting your spreadsheets to clean themselves.
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The Easy Guide To Looker Studio For Finance
Tired of chasing “Final_v3.xlsx” every month? This guide shows you how to build a clean, automated finance dashboard in Looker Studio, from pulling live data to blending sources and creating custom metrics.
You’ll learn the exact steps to replace manual reports with a single, self-updating source of truth your whole team can use. No coding, no expensive tools, just faster, cleaner, smarter reporting.
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Finance Interview Secrets From A Hiring Manager
Finance interviews aren’t just about what you know. They’re about how you think, communicate, and adapt under pressure. Soft skills like teamwork, leadership, and communication are just as critical as technical knowledge, and top candidates are those who can see the bigger picture. They’re testing your instincts just as much as your Excel skills. Your ability to tell a tight story, break down complexity, and not sweat bullets when someone says, “Walk me through a DCF”—even though your brain is doing backflips. Why I’m Sharing My Finance Interview Secrets? Because I’ve been on both sides of the table, grilling candidates and sweating through interviews myself, and I can tell you: there’s a pattern to who gets offers and who walks away Googling “follow-up email after…
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The Easiest Way To Automate A Month-End Report
I’ll walk you through exactly how to automate a month-end report from start to finish with tools you already have on your computer.
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11 Secret Power Query Functions You Need To Know
This guide is your flashlight in the Power Query cave. I’m going to walk you through the secret functions, how they work, and how I’ve used them in real finance workflows from month-end reporting to dirty CSV cleanup missions.
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The Ultimate Beginner’s Guide To R For Finance
R is a programming language designed for statistical computing and data analysis, making it ideal for finance professionals. It’s a finance power tool, and once I wrapped my head around it, I realized I could finally stop duct-taping Excel files together and actually build something smart. Scalable. Repeatable.
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The Easy Guide To Power Automate For Finance
Power Automate for Finance is Microsoft’s low-code, drag-and-drop tool that connects your systems and automates your workflows.
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