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.
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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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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The Easy Guide To VBA For Finance
VBA for finance isn’t flashy, but it works. Learn how to automate recurring processes and build custom functions all with a tool you already have.
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7 Power Pivot Hacks You Don’t Want To Miss
In this guide, I’m sharing 7 real Power Pivot hacks I use to speed up calcs, build smart, self-adjusting KPIs, and pull data straight from the model.
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The Easy Guide To DAX For Finance
If you’re already comfortable with Excel, you’ll find that many DAX functions in Power BI are similar to those in Microsoft Excel. This means that familiar financial and date/time functions, such as loan calculations and future value computations, work in much the same way, making it easier to transfer your existing skills between the two tools.
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9 Finance Automation Mistakes You Didn’t See Coming
I once watched a bot cost a mid-size firm $200,000. Overnight. No, this isn’t one of those urban legends from a conference happy hour. It was real. Here’s what happened: the team had set up an automated payment bot to handle supplier invoices. Great idea, right? Except someone changed a supplier’s bank account details in the ERP… and nobody updated the automation. The bot cheerfully sent payment after payment straight into a fraudster’s account. By the time anyone noticed, two hundred grand was gone. Poof. Now, don’t get me wrong, I’m all in on finance automation. I live and breathe it. Financial automation and automation solutions are transforming financial processes, but only if they are implemented thoughtfully. But I’ve also seen how easy it is…
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The Easy Guide To Automating Expense Management
A few years back, I found myself on a Sunday night buried in a pile of wrinkled receipts, trying to figure out if the $18 Uber from the airport was personal or billable. My inbox had expense reports labeled “Final_Final_V2.xlsx” and my calendar had a 9 AM meeting with the CFO who wanted last month’s T&E variance breakdown. Meanwhile, I hadn’t even submitted my own expenses for three months. Sound familiar? Expense management is one of those finance back-office tasks that should be easy… but somehow turns into a dumpster fire of lost time, blurry PDFs, and awkward Slack messages asking, “Hey, what was this $327 charge for?” It’s painful. It’s slow. And worst of all—it’s usually manual. The traditional manual process is filled with…
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9 Secret Excel Functions You Don’t Want To Miss
Some of these secret Excel functions are truly hidden gems (hello, RTD), others are just wildly underused (AGGREGATE deserves more love).
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