15 AI Fundamentals Every Finance Pro Needs To Know
I built this guide to explain AI fundamentals without the buzzword bingo, in plain English, with finance examples that actually make sense.
Top Articles
You know how some content just hits differently? That’s exactly what you’ll find under my Top Articles. This is where I’ve rounded up the absolute best, most impactful pieces of finance content I’ve created.
These aren’t just articles, they’re the heavy hitters, the game-changers, the ones that finance pros keep coming back to. Whether it’s a deep-dive into strategy, a no-nonsense take on industry trends, or an expert guide that makes the complex crystal clear, these are my personal favorites. If you’re looking for finance insights that go beyond the obvious and really move the needle, you’re in the right place.
Think of these articles as the highlight reel, curated, tried, and tested. It’s the kind of content that doesn’t just inform but sticks with you, the stuff that makes you think, “Why hasn’t anyone explained it like this before?”
I’ve poured my expertise, wit, and a dash of snark into these articles to make sure they stand out, not just for their value but for their real, relatable take on the finance world. Whether you’re here to sharpen your skills, challenge your perspective, or just get inspired, this collection has something that’ll resonate with you.
-
-
The Real Reason Your Finance Career Is Stuck
If your finance career is stuck, It’s about aligning your efforts with results that actually matter. That’s where the R.E.A.L. Deal Framework comes in.
-
The Financial Model Best Practices I Teach All My Analysts
In this guide, I’ll share the best practices I teach all my analysts, from defining the purpose and scope of your models to gathering accurate data and choosing the right tools. We’ll walk through building a logical structure, maintaining consistency, validating your model, documenting assumptions, and keeping it updated. Together, we’ll turn the daunting task of financial modeling into a masterful skillset.
-
How to Automate Financial Reports The Easy Way
Learning to automate financial reports isn’t just about making things easier; it’s about transforming your entire approach to finance, freeing up time for the stuff that really matters—like strategic thinking or even just a well-deserved coffee break.
-
Essential Insights From My 2025 AI In Finance Survey
I recently conducted the 2025 F9 Finance AI In Finance Survey.
The aim? To understand how AI is reshaping the finance landscape and what that means for folks like you and me. Oh, and before you ask, no, I wasn’t trying to find out if robots are planning to take over Wall Street! I’m saving that for the sequel.
-
Your Roadmap For Navigating Digital Finance Transformation
Embark on a journey to digital finance transformation with this comprehensive yet easy-to-follow guide. Peppered with personal anecdotes, humorous insights, practical advice, and relatable analogies, we’ll help you confidently navigate the complexities of this process, one step at a time.
-
My 39 Favorite Excel Hacks To Make Your Life Easier
Are you looking to get the most out of Microsoft Excel? Excel is one of the most powerful and versatile tools available for data analysis, but it can be intimidating. However, you can unlock its full potential and make your life easier with a few simple Excel hacks. From shortcuts to tips on formatting and more, we’ve got all the best tricks for getting the most out of Excel.
-
9 Best Excel Courses For Finance And Accounting In 2025
Are you looking to take your finance career to the next level?
Excel is one of the most powerful tools in any financial professional’s toolbox. With its ability to crunch numbers, create graphs and charts, and analyze data quickly and accurately, it can be a game-changer for anyone working in finance. That’s why we’ve compiled this list of the 9 best Excel courses for Finance in 2025 – so you can get up-to-date on all the latest features and techniques that will help you succeed.
End of content
End of content