AI vs. Human Insights in Financial Modeling to Build Accurate Models for Decision-Making

Financial Modeler's Corner

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Kandungan disediakan oleh Paul Barnhurst AKA The FP&A Guy, Paul Barnhurst AKA The FP, and A Guy. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Paul Barnhurst AKA The FP&A Guy, Paul Barnhurst AKA The FP, and A Guy atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

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1
Pulse | Love On The Spectrum, Season 3 | Million Dollar Secret 20:31

7 days ago20:31

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20:31

Ari Romero & Cole Delbyck share everything you need to know before diving into the dramatic new hospital series, Pulse . Then onto Season 3 of Love On The Spectrum , where we pick up with favorites from past seasons and some new faces, too. Finally, we get the latest from the high stakes competition series, Million Dollar Secret . Follow Netflix Podcasts for more and read about the titles from today’s episode exclusively on Tudum.com .…

about a year ago 1:01:53

MP3•Laman utama episod

This episode features Giles Male, co-founder of Full Stack Modeler and an Excel MVP, Will Wardle, an independent financial modeler with over two decades of experience, Carolina Lago, founder of Classic Financial, specializing in FP&A and financial restructuring for SMEs, Hedieh Kianyfard, a project finance expert from Iran, known for her practical solutions to complex modeling challenges, Oz du Soleil, a YouTube star and Excel MVP, renowned for his engaging tutorials and insights, Rishi Sapra, a former accountant turned Power BI advocate, and David Brown, a seasoned financial modeler with 27 years of experience, excelling in blending Excel with Power BI.

Expect to Learn:

The role of circular references in financial models.
Why named ranges in Excel can either simplify or complicate financial models.
The impact of AI on the future of financial modeling.
How Power BI complements financial modeling by enhancing data visualization and storytelling.
The debate on the most important financial statement and how it informs decision-making.

Here are a few quotes from the episode:

"Dynamic arrays offer huge improvements, and we should aspire to use them more effectively as a community." - Giles Male
"A three-statement model is the universal language of finance, connecting operations and strategy for decision-making." - Carolina Lago
"Power BI complements financial models by adding context, automation, and storytelling, making it a must-learn tool." - Rishi Sapra

This episode of The Great Debate offers a lively exploration of financial modeling. The expert panelists highlight how financial modeling combines art and science, requiring technical mastery, critical thinking, and creativity. The discussions underscored the importance of balancing simplicity with complexity, leveraging technology without losing sight of foundational principles.

Follow Giles:

LinkedIn - https://www.linkedin.com/in/giles-male-30643b15/

Follow Will:

LinkedIn - https://www.linkedin.com/in/will-wardle-3396259/

Follow Carolina:

LinkedIn - https://www.linkedin.com/in/s-carolinalago/

Follow Hedieh :

LinkedIn - https://www.linkedin.com/in/hediehkianyfard/

Follow Oz:

LinkedIn - https://www.linkedin.com/in/ozdata/

Follow Rishi:

LinkedIn - https://www.linkedin.com/in/rsaprano/

Follow David:

Website - https://www.dbrownconsulting.net/

Follow Paul:

Website - https://www.thefpandaguy.com  
LinkedIn - https://www.linkedin.com/in/thefpandaguy 
YouTube - https://www.youtube.com/@thefpaguy8376

Follow Financial Modeler's Corner 

LinkedIn Page- https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true 
Newsletter - Subscribe on LinkedIn-https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984

Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast’.

Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register. 

In today’s episode:

[01:23] - Introduction to the Panel

[05:51] - Circular References in Models

[10:14] - The Use of VBA

[14:55] - Dynamic Arrays Debate

[19:57] - Named Ranges in Excel

[24:50] - Will Excel Ever Die?

[33:43] - Can AI Build Models?

[37:56] - Should Modelers Learn Power BI?

[53:28] - Most Important Skill for Modelers

[57:40] - Closing Remarks

74 episod

#MBA #Business #Podcasting Education #Paul Barnhurst AKA The FP&A Guy #Guys #Paul Barnhurst AKA The FP #Paul Barnhurst

AI vs. Human Insights in Financial Modeling to Build Accurate Models for Decision-Making

Financial Modeler's Corner

published about a year ago

Kongsi

MP3•Laman utama episod

Expect to Learn:

The role of circular references in financial models.
Why named ranges in Excel can either simplify or complicate financial models.
The impact of AI on the future of financial modeling.
How Power BI complements financial modeling by enhancing data visualization and storytelling.
The debate on the most important financial statement and how it informs decision-making.

Here are a few quotes from the episode:

"Dynamic arrays offer huge improvements, and we should aspire to use them more effectively as a community." - Giles Male
"A three-statement model is the universal language of finance, connecting operations and strategy for decision-making." - Carolina Lago
"Power BI complements financial models by adding context, automation, and storytelling, making it a must-learn tool." - Rishi Sapra

Follow Giles:

LinkedIn - https://www.linkedin.com/in/giles-male-30643b15/

Follow Will:

LinkedIn - https://www.linkedin.com/in/will-wardle-3396259/

Follow Carolina:

LinkedIn - https://www.linkedin.com/in/s-carolinalago/

Follow Hedieh :

LinkedIn - https://www.linkedin.com/in/hediehkianyfard/

Follow Oz:

LinkedIn - https://www.linkedin.com/in/ozdata/

Follow Rishi:

LinkedIn - https://www.linkedin.com/in/rsaprano/

Follow David:

Website - https://www.dbrownconsulting.net/

Follow Paul:

Website - https://www.thefpandaguy.com  
LinkedIn - https://www.linkedin.com/in/thefpandaguy 
YouTube - https://www.youtube.com/@thefpaguy8376

Follow Financial Modeler's Corner 

LinkedIn Page- https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true 
Newsletter - Subscribe on LinkedIn-https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984

Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast’.

Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register. 

In today’s episode:

[01:23] - Introduction to the Panel

[05:51] - Circular References in Models

[10:14] - The Use of VBA

[14:55] - Dynamic Arrays Debate

[19:57] - Named Ranges in Excel

[24:50] - Will Excel Ever Die?

[33:43] - Can AI Build Models?

[37:56] - Should Modelers Learn Power BI?

[53:28] - Most Important Skill for Modelers

[57:40] - Closing Remarks

74 episod

#MBA #Business #Podcasting Education #Paul Barnhurst AKA The FP&A Guy #Guys #Paul Barnhurst AKA The FP #Paul Barnhurst

All episodes

1
Startup vs. Corporate Financial Models and how to build each for maximum strategic impact with Carl Olson 43:07

1 day ago43:07

43:07

In this episode of Financial Modeler's Corner, host Paul Barnhurst (aka The FP&A Guy ) welcomes Carl Olson, a seasoned finance leader with over two decades of experience in FP&A, consulting, and startup finance. Carl discusses the nuances of financial modeling in both startups and large companies, sharing war stories, practical frameworks, and the lessons learned from building models that drive real business decisions. Whether it's simplifying startup forecasts or navigating layers of corporate planning, Carl emphasizes the importance of context, communication, and staying aligned with business partners. Carl Olson is a finance consultant and strategic advisor with more than 20 years of experience in FP&A, startup modeling, and enterprise finance. His background includes roles at Jamba Juice, Yelp, Unity, and several startups. Carl specializes in building operating and strategic models, guiding fundraising efforts, and helping businesses link financial modeling to real-world execution. Expect to Learn: How financial models differ for startups vs. large companies Why listening to business partners is essential for model effectiveness How to test assumptions when historical data is limited The danger of over-automation in modeling What makes a model usable vs. impressive Here are a few quotes from the episode: “ If your sales model shows unrealistic rep productivity, that’s a red flag.” - Carl Olson “Meet your business partners where they are, not where you want them to be.” - Carl Olson “Use industry benchmarks, but know your secret sauce.” - Carl Olson Carl Olson shared honest and practical insights from years of building financial models across startups and large companies. He reminded us that the real value of a model comes from how well it supports decision-making and helps the team move forward. His approach to keeping things simple, clear, and business-focused is something every finance professional can learn from. Follow Carl: LinkedIn - https://www.linkedin.com/in/olsoncarl/ Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy YouTube - https://www.youtube.com/@thefpaguy8376 Follow Financial Modeler's Corner LinkedIn Page - https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true Newsletter - Subscribe on LinkedIn- https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast’. Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register. In today’s episode: [01:12] - Introduction of Episode [02:02] - Carl’s Worst Modeling Experience [06:43] - Rebuilding a Model from Scratch [10:36] - Startup vs. Corporate Modeling [12:57] - Big Data to Startup Forecasting [15:09] - When Mistakes Go Unnoticed [22:42] - Finding Gaps Through Modeling [29:41] - Using Excel for Personal Life [30:47] - Carl’s Favorite Excel Shortcuts [33:32] - Rapid Fire: Tools, Preferences, and Advice [36:24] - Avoiding the VBA Trap and Growing in Your Career [40:38] - Carl’s Closing Advice for Financial Modelers…

1
Financial Modeling in Retail, managing Insolvency & How Finance Can Master Cash Flow - Dave Hallwood 48:27

9 days ago48:27

48:27

In this episode of Financial Modeler's Corner, host Paul Barnhurst is joined by Dave Hallwood, a finance director and certified financial modeler, for a practical and candid conversation about real-world modeling in the retail industry. From managing day-to-day operations in a fast-growing fashion retail group to navigating insolvency and restructuring, Dave shares the hard-earned lessons that have shaped his approach to modeling, decision-making, and leadership. Dave Hallwood is the Finance Director of a group of independent fashion retailers in the UK. After spending years in retail and hospitality management, Dave transitioned into finance in his 30s, becoming a fellow of ACCA and earning his Certified Financial Modeler (CFM) designation from the Financial Modeling Institute. With a passion for practical financial modeling, Dave has built and managed models for nearly every scenario a small retailer can face, from budgeting and forecasting to store openings, closings, and insolvency planning. Expect to Learn: How to model retail cash flow when weather drives sales The importance of simplicity and storytelling in financial models What it’s like to manage an insolvency and restructure a business Why Dave believes gut instinct still plays a big role in decision-making How Dave uses modeling to support store openings, closures, and growth Practical advice for switching into a finance career later in life Here are a few quotes from the episode: "Financial models help guide the business, but people and relationships still make it work." "The best decision is often a balance between what the model says and what feels right." "No matter how great the numbers look, if your gut says no, listen." Dave Hallwood shares what it’s really like to model for a retail business. From managing cash flow swings to making tough calls during insolvency, he brings a grounded, real-world perspective. Dave reminds us that models should support decisions, not replace them. It’s a must-listen for anyone juggling numbers and navigating uncertainty. Follow Dave: LinkedIn - https://www.linkedin.com/in/david-hallwood-fcca-cfm-87270449/ Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy YouTube - https://www.youtube.com/@thefpaguy8376 Follow Financial Modeler's Corner LinkedIn Page - https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true Newsletter - Subscribe on LinkedIn- https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast’. Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register. In today’s episode: [01:31] - Welcome to the episode [03:45] - Inheriting a messy Excel model [06:17] - Why Dave switched careers in his 30s [10:13] - Life as a finance lead in retail [14:16] - Forecasting cash flow in a seasonal business [18:54] - How to model each store differently [26:58] - Lessons from an insolvency and business rescue [32:59] - Why Dave supports the FMI community [40:01] - Horizontal or Vertical Modeling Preferences [42:23] - Gut vs. model: what really drives decisions [44:36] - Closing Reflections with Dave…

1
Financial Modelers Simplify Spreadsheets to Reduce Errors and Succeed in 2025 with Myles Arnott 49:02

16 days ago49:02

49:02

In this episode of Financial Modeler's Corner, host Paul Barnhurst welcomes Myles Arnott, co-founder of Full Stack Modeller and founder of Clarity Consultancy Services. Myles shares his 25+ year journey in Excel, his philosophy of keeping things simple, and how structured design and tools like Power Query have transformed his approach to modeling. He also opens up about taking the FMI Advanced Financial Modeler (AFM) exam and co-building a global modeling community. Myles Arnott is a CMA-qualified accountant, Excel trainer, and fractional finance director. He leads Clarity Consultancy Services and co-founded Full Stack Modeller, a platform built to provide finance professionals with a full toolkit of modern Excel and modeling skills. Myles blends operational finance experience with teaching, making complex modeling concepts accessible through real-world insights and practice. Expect to Learn: The power of simplicity in model design How to effectively prepare for the AFM exam Best practices for managing data flow in Excel Why Power Query is one of Excel’s most powerful tools How Full Stack Modeler is helping professionals level up in finance The value of designing with clarity and reviewing with confidence Myles’s journey from complex automation to clean, intuitive spreadsheets Here are a few quotes from the episode: Spreadsheet risk skyrockets when models are messy and undocumented.”- Myles Arnott “If your data flows are poor, your insights will be too.”- Myles Arnott “Power Query changed everything for how we manage data in Excel.”- Myles Arnott In this episode, Myles Arnott shares how clarity, consistency, and structure create better financial models. He emphasizes the importance of design thinking, simplifying complexity, and continuously developing your skills. Whether you're preparing for the AFM or just want to clean up your modeling, Myles’s advice will guide you toward modeling excellence. Follow Myles: LinkedIn - https://www.linkedin.com/in/mylesarnott/ Website - https://www.fullstackmodeller.com/ Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy YouTube - https://www.youtube.com/@thefpaguy8376 Follow Financial Modeler's Corner LinkedIn Page - https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true Newsletter - Subscribe on LinkedIn- https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast’. Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register. In today’s episode: [01:39] - Episode Introduction [02:49] - Worst Financial Model Mistakes [07:55] - Leadership and AFM [13:26] - Balancing Under Exam Pressure [19:17] - Full Stack Origins [23:01] - MVP Antics and Office Fun [27:04] - Simplifying Systems and Processes [31:13] - Power Query Tips [36:37] - Career Lessons Learned [46:09] - Advice to Aspiring Modelers…

1
How Excel Transformed a Beginner into a 9 Million Follower Educator with Emma Chieppor 39:48

23 days ago39:48

39:48

In this episode of Financial Modeler’s Corner, host Paul Barnhurst welcomes Emma Chieppor, founder of Excel Dictionary, a social media-driven Excel education platform with over 9 million followers. Emma shares her journey from being an actuary to becoming one of the most influential Excel educators online. She discusses the power of Excel, the challenges of running a business, and how short-form content transformed Excel learning for millions. Emma Chieppor started her career as an actuary before launching Excel Dictionary, a platform dedicated to providing quick and practical Excel tips. Through social media, Emma has built a massive following by sharing 30-second Excel tutorials. Her expertise has helped professionals worldwide enhance their Excel skills efficiently. Expect to Learn: How Emma transitioned from actuary to Excel influencer The challenges of learning Excel while starting a corporate job during COVID Why pivot tables in financial models can be a nightmare How Emma grew her social media following to over 9 million in less than a year The most underrated Excel shortcuts that can save hours of work Here are a few quotes from the episode: “ I had never really used Excel before my first job, so I had to teach myself from scratch .” There’s no secret formula for social media. Just post good content and stay consistent.” “If you’re learning Excel, repetition and practice are key.” In this episode, Emma Chieppor shared her journey from actuary to Excel influencer, emphasizing consistency, hands on learning, and creativity in Excel. She highlighted the power of shortcuts, automation, and social media in making Excel more accessible. Excel is more than a tool; it is a platform for innovation and efficiency. Keep learning, stay curious, and master the skills that set you apart! Follow Emma Chieppor : LinkedIn - https://www.linkedin.com/in/emma-chieppor-excel-dictionary-261444235/ Website - https://excel-dictionary.com/ Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy YouTube - https://www.youtube.com/@thefpaguy8376 Follow Financial Modeler's Corner LinkedIn Page - https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true Newsletter - Subscribe on LinkedIn- https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast’. Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register. In today’s episode: [01:30] - Introduction to the episode [03:09] - Worst Financial Model Mistakes – Avoiding Pivot Tables [06:43] - Emma’s Background from an Actuary to an Excel Star [09:03] - How COVID Led to the Creation of Excel Dictionary [13:04] - Emma’s Journey to One Million Plus Followers [17:49] - The Importance of Consistency in Content Creation [28:23] - Rapid-Fire Excel Questions on Excel Features…

1
Why Law Firm Revenue & Cash Flow Forecasting Is a Nightmare (and How to Solve It) with Sean Mooney 40:09

30 days ago40:09

40:09

In this episode of Financial Modeler’s Corner , host Paul Barnhurst (aka The FP&A Guy ) welcomes Sean Mooney, a senior financial consultant specializing in automated financial modeling for professional services. Sean shares his journey from accounting to financial modeling, the challenges of revenue forecasting for law firms, and the power of Excel automation. Sean Mooney is the founder of SJ Finance, a consultancy specializing in financial modeling automation for professional services firms. With 12+ years of executive finance experience in the UK and Australia, Sean has built financial models that have helped businesses secure millions in funding. He is an expert in Power Query, Excel automation, and M&A financial modeling, helping companies save up to 75% of reporting time through smart automation. Expect to Learn: How Sean transitioned from accounting to financial modeling The role of Power Query in automating financial modeling processes Key revenue forecasting challenges in law firms and service businesses Why scenario planning is critical for financial models How financial modeling influences business strategy and decision-making Here are a few quotes from the episode: “Law firms have long cash cycles, so tracking work-in-progress (WIP) is absolutely critical.” “Debt financing can sometimes be a better alternative to private equity, but many business owners don’t realize that.” “The biggest risk in a financial model? A black hole of stagnant WIP that never turns into revenue.” In this episode, Sean Mooney shared his expertise on how automation, Power Query, and strong forecasting techniques can transform financial models from static spreadsheets into dynamic decision-making tools. He advises financial modelers to stress-test their models, embrace automation, and always keep learning. Follow Sean: LinkedIn - http://www.linkedin.com/in/sean-mooney-sjf Company - https://sjfinance.co.uk/ Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy YouTube - https://www.youtube.com/@thefpaguy8376 Follow Financial Modeler's Corner LinkedIn Page - https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true Newsletter - Subscribe on LinkedIn- https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast’. Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register. In today’s episode: [01:24] Introduction to the Episode [06:55] Sean’s Passion for Financial Modeling [09:45] Guiding Clients on Financial Decisions [15:30] Revenue Forecasting for Law Firms [24:38] The Potential of Power Query [30:04] Sean’s Favorite Excel Shortcuts & Tips [31:39] Excel Nerd Moment [34:18] Rapid-Fire Questions [37:53] Final Advice for Financial Modelers…

1
Building Better Biotech Financial Models and Managing Valuation Risk with Frank David 50:50

5 weeks ago50:50

50:50

In this episode of Financial Modeler’s Corner , host Paul Barnhurst (aka the FP&A Guy) sits down with Frank David, an expert at the intersection of corporate strategy, clinical medicine, and biotech research. They discuss the unique challenges of financial modeling in the biopharma industry, the importance of understanding patient populations, and how drug development strategy influences financial decision-making. Frank David is the Founder and Managing Director of Pharmagellan, a consulting firm specializing in biotech financial modeling and valuation. With a background as a physician scientist, Frank has extensive experience advising biopharma teams and investors. He also teaches at Tufts University and is the lead author of The Pharmagellan Guide to Biotech Forecasting and Valuation and The Pharmagellan Guide to Analyzing Biotech Clinical Trials . Expect to Learn: The unique challenges of financial modeling in biotech and pharma. Why "small percent of a big market" is a flawed valuation approach. How patient segmentation impacts drug development strategy. The importance of risk-adjusted modeling and scenario planning. How financial modeling supports strategic decision-making in biotech investments. Here are a few quotes from the episode: "Most early-stage biotech entrepreneurs don’t realize they need to think about who their patients actually are and what alternative treatments exist." "In drug development, forecasting is about managing uncertainty, not predicting exact numbers." "The clinical strategy and commercial strategy in biotech are so intertwined that modeling them separately can be misleading." This episode explored the complexities of biotech financial modeling. Frank shared why traditional financial modeling approaches don’t always work in the biotech industry and how strategic decision-making relies heavily on understanding patient needs, regulatory pathways, and risk assessment. Follow Frank: LinkedIn - https://www.linkedin.com/in/frank-s-david/ Company - https://www.pharmagellan.com/ Email - frank@pharmagellan.com Book - https://a.co/d/gf8SwzI Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy YouTube - https://www.youtube.com/@thefpaguy8376 Follow Financial Modeler's Corner LinkedIn Page - https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true Newsletter - Subscribe on LinkedIn- https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast’. Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register. In today’s episode: [01:14] - Introduction to the Episode [02:02] - Meet Frank David [04:17] - Financial Modeling Horror Story [09:38] - Understanding Biotech Financial Models [13:57] - Biotech Forecasting and Valuation [18:15] - Where to Start When Analyzing a Drug Project [24:52] - Risk-Adjusted Modeling in Biotech [32:01] - Advice for Modelers in Biotech [40:56] - Fun & Rapid-Fire Questions [49:32] - How to Connect with Frank David…

1
Financial Modeling Frameworks to Build Error-Free Models In Excel Using SIMPLE Method 35:51

6 weeks ago35:51

35:51

In this episode of Financial Modeler's Corner , host Paul Barnhurst sits down with Babatope Agbeyo, a corporate trainer with extensive experience in financial modeling, Excel, and valuation. Babatope shares about his "SIMPLE" modeling framework, experiences in financial advisory at Deloitte, and lessons from training over 3,000 professionals globally. He also discusses his passion for keeping financial models structured, logical, and error-free. Babatope Agbeyo is a financial modeling expert and corporate trainer who has worked across multiple industries, including telecom, manufacturing, oil & gas, and tech. With experience at Deloitte and D Brown Consulting, he has reviewed and audited countless financial models, refining his approach through his "SIMPLE" modeling framework. Babatope is a certified AFM and FMVA and is passionate about making financial modeling more structured and effective. Expect to Learn: The importance of keeping financial models simple and structured Babatope’s SIMPLE modeling framework and how it improves modeling efficiency Common financial modeling mistakes and how to avoid them How to effectively audit financial models using the PAINS approach The best industries for financial modeling and which ones are the most challenging Here are a few quotes from the episode: "A great financial model should be modular, meaning each calculation block is distinct and easy to read." "Most errors I find in financial models come from poor calculations and linking mistakes." "A well-structured financial model should be easy to read, navigate, and troubleshoot." Financial modeling isn't just about crunching numbers, it's about telling a story with data, making informed decisions, and ensuring accuracy at every step. Babatope’s SIMPLE framework and PAINS approach remind us that clarity and structure are just as important as technical skill. If you’ve ever struggled with a model that just wouldn’t balance, or spent hours troubleshooting an error, this episode is a must-listen. Follow Babatope: LinkedIn - https://www.linkedin.com/in/babatopesamuelagbeyo/ Email - babatopesamuelagbeyo@gmail.com Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy YouTube - https://www.youtube.com/@thefpaguy8376 Follow Financial Modeler's Corner LinkedIn Page - https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true Newsletter - Subscribe on LinkedIn- https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast’. Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register. In today’s episode: [01:18] Introduction to the Episode [03:39] Financial Modeling Horror Story [05:28] Lessons from Working with David Brown [07:15] What It’s Like Working at Deloitte [09:48] The SIMPLE Framework [14:06] The Art of Teaching Financial Modeling [16:16] Preparing for the AFM Exam [21:16] The PAINS Approach to Auditing Models [24:20] Excel Shortcuts & Unique Modeling Use Cases [26:08] Biggest Career Lesson [28:58] Rapid-Fire Questions [33:38] Final Advice [34:46] Where to Connect with Babatope…

1
Financial Modeling Insights for Startups Seeking Venture Capital with Andres Klaric 44:26

7 weeks ago44:26

44:26

In this episode of Financial Modeler’s Corner , host Paul Barnhurst welcomes Andres Klaric, the co-founder and co-CEO of Fuse. In their conversation, Andres discusses common financial modeling mistakes, how startup models differ from corporate M&A models, and what investors truly look for when evaluating projections. He also shares firsthand experiences on navigating the fundraising process, balancing work ethic with personal life, and the strategic approach to scaling a company. Andres Klaric is the co-founder and co-CEO of Fuse , a next-generation loan origination system designed to streamline lending for financial institutions through self-serve customization, a low-code API builder, and personalized agent portfolios. Andres shares his journey from investment banking and private equity to launching a fintech startup that’s reshaping loan origination. He provides insights into financial modeling for startups, securing venture capital, and the critical lessons he’s learned from Wall Street. Expect to Learn: The biggest mistakes and horror stories in financial modeling. How startup financial models differ from corporate M&A models. The key factors venture capitalists look for in startup projections. Lessons from private equity and investment banking that shaped Andres as a CEO. The art of balancing complexity and simplicity in financial modeling. Here are a few quotes from the episode: “The biggest mistake in startup modeling? Overcomplicating things when simple assumptions will do.” “Modeling for investors and modeling for internal operations are two completely different things.” “A bad financial model won’t kill your startup, but a bad go-to-market strategy will.” This episode with Andres Klaric was packed with insights on financial modeling, fundraising, and the lessons learned from both Wall Street and the startup world. From the importance of keeping financial models simple to navigating investor expectations, Andres provided a masterclass on startup finance and strategic thinking. Hard work, strategy, and the ability to adapt will always outweigh an over-engineered spreadsheet. Follow Andres: LinkedIn - https://www.linkedin.com/in/andresklaric/ Company: https://www.fusefinance.com/ Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy YouTube - https://www.youtube.com/@thefpaguy8376 Follow Financial Modeler's Corner LinkedIn Page - https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true Newsletter - Subscribe on LinkedIn- https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast’. Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register. In today’s episode: [02:59] - Worst Financial Model Horror Stories [08:57] - The Journey to Founding Fuse [11:53] - Lessons from Wall Street [18:07] - Financial Modeling for Startups [23:05] - How VCs Evaluate Startup Models [25:06] - Fundraising Strategies & Finding the Right Investors [32:07] - Rapid-Fire Financial Modeling Q&A [42:34] - Final Advice & Closing Thoughts…

1
The Role Of Financial Modeling In Investing With Author Of "Why Does The Stock Market Go Up?" Brian Feroldi 44:11

8 weeks ago44:11

44:11

In this episode of Financial Modeler’s Corner , host Paul Barnhurst sits down with financial educator and author Brian Feroldi. They discuss the fundamentals of stock investing, financial modeling, and how to identify high-quality companies. Brian shares insights from his investing journey, his investing checklist, and his thoughts on valuation, competitive advantages, and the role of financial models in investment decisions. Brian Feroldi is a financial educator, investor, and author dedicated to demystifying the stock market. With nearly two decades of investing experience, Brian has written over 3,000 articles on stocks, personal finance, and investing. His best-selling book “ Why Does the Stock Market Go Up? ” explains market fundamentals in simple terms. Through his YouTube channel, social media presence, and educational content, Brian helps investors make smarter decisions by focusing on business quality, valuation, and long-term investing strategies. Expect to Learn: Why financial models depend on good assumptions and how they can be manipulated The biggest mistakes investors make and how to avoid them How Brian analyzes financial statements and what metrics he prioritizes The five key types of competitive advantages (EMOTs) in business How to build an investing checklist to guide stock selection Here are a few quotes from the episode: “When I invest, I’m looking for businesses that can outperform even the most bullish expectations.” “Understanding where a company is in its business lifecycle is critical to valuation.” “The biggest mistake people make is using the wrong valuation model for the wrong type of company.” Brian’s emphasis on having a structured investing checklist, focusing on competitive advantages, and choosing the right valuation method for the right stage of a company’s lifecycle highlights the importance of strategy over speculation. If you're looking to improve your investing game, start by educating yourself, refining your process, and remembering that patience often wins the race. Follow Brian: LinkedIn - https://www.linkedin.com/in/brianferoldi/ Website - https://www.brianferoldi.com/ Email - brian@brianferoldi.com YouTube - https://www.youtube.com/brianferoldiyt Book - https://a.co/d/3gS5JZL Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy YouTube - https://www.youtube.com/@thefpaguy8376 Follow Financial Modeler's Corner LinkedIn Page - https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true Newsletter - Subscribe on LinkedIn- https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast’. Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register. In today’s episode: [01:02] - Introduction to Guest Brian Feroldi [06:35] - Brian’s Investing Journey and Early Mistakes [10:19] - Brian’s Checklist for Evaluating Companies [15:41] - The Financial Statement Analysis [20:24] - Competitive Advantages (EMOTs) [29:50] - Advice to Begin Investing in the Market [31:20] - Common Investor Mistakes [33:51] - Valuation Models & Growth Cycles [41:36] - Final Advice & Book Recommendations [42:55] - Where to Find Brian…

1
Discover How Financial Modelers Are Using Copilot and ChatGPT with Global Expert Kenny Whitelaw-Jones 45:41

9 weeks ago45:41

45:41

In this episode of Financial Modelers Corner , host Paul Barnhurst, aka The FP&A Guy , looks into the transformative impact of Artificial Intelligence on financial modeling. The discussion explores how AI is reshaping the industry, the challenges and opportunities it brings, and what financial modelers can expect in the coming years. Kenny Whitelaw-Jones who is the founding partner at Gridlines joins the show. As a leading expert in project finance modeling, Kenny has played a pivotal role in shaping financial modeling standards globally. With over a decade of experience training blue-chip clients and developing complex models, he brings invaluable insights into how AI is poised to revolutionize financial modeling. Expect to Learn: How AI is expected to significantly impact financial modeling, with Kenny's recent industry survey. The current limitations of AI tools like ChatGPT in financial modeling and where they excel. How project finance modeling differs from other types of financial modeling, and why Kenny finds it exciting. The importance of soft skills and communication in the evolving role of financial modelers. The future skills financial modelers will need to stay ahead in an AI-driven world. Here are a few quotes from the episode: "In the future, the routine tasks will be automated, and modelers will focus more on strategic, value-adding activities." "Being a good modeler isn’t just about Excel skills. It’s about interpreting data and communicating results effectively." "The change AI brings is inevitable because as soon as we can imagine it, someone will figure out how to make it happen." As AI continues to evolve, it's clear that financial modeling is on the brink of a major transformation. Kenny Whitelaw-Jones shared not just the technical impacts we can expect from AI, but also how the role of financial modelers will shift toward strategic thinking, business interpretation, and effective communication. While tools like ChatGPT and Copilot are making waves, it’s the human element that will remain irreplaceable. Follow Kenny: LinkedIn - https://www.linkedin.com/in/kennywhitelawjones/ Website - https://www.gridlines.com/ Email - kenny@gridlines.com Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy YouTube - https://www.youtube.com/@thefpaguy8376 Follow Financial Modeler's Corner LinkedIn Page - https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true Newsletter - Subscribe on LinkedIn- https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast’. Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register. In today’s episode: [01:46] – Meet Kenny Whitelaw-Jones [02:35] – The Worst Financial Model Encountered [05:43] – Why Project Finance and Renewables? [10:04] – Survey for AI in Financial Modeling [14:58] – ChatGPT vs. Copilot [18:57] – Excel Innovations & the Future of Modeling [22:34] – The Future of Financial Modeling with AI [26:50] – Soft Skills & the Evolving Role of Financial Modelers [33:51] – Rapid-Fire Round [40:51] – Life Beyond Financial Modeling [43:48] – Final Thoughts & How to Connect with Kenny…

1
Named Ranges and External Links Fixes for Finance Professionals to Build Accurate Models - Joel Steendam 51:02

10 weeks ago51:02

51:02

In this episode, host Paul Barnhurst aka The FP&A Guy looks into Excel expertise with Joel Steendam. Joel shares his global experiences, technical know-how, and practical advice to improve Excel proficiency and financial modeling outcomes. Their conversation covers Excel tools, design principles, and the importance of curiosity and cultural awareness in professional success. Joel Steendam is a global Excel expert and educator with a passion for helping professionals create better financial models. As a key member of PerfectXL, he develops software to improve spreadsheet quality, mitigate risks, and promote best practices in Excel. With a multicultural background and years of experience in financial modeling, Joel blends technical expertise with a deep understanding of how culture influences collaboration and problem-solving. Expect to Learn: Worst financial models and how to fix common spreadsheet issues. Why named ranges and documentation are essential in financial modeling. How Joel’s multicultural upbringing has shaped his professional approach and success. Practical advice on staying curious and learning new Excel skills. The role of tools like PerfectXL in auditing and improving spreadsheet quality for financial modeling. Here are a few quotes from the episode: "Even best practices, when misused, can have a massive negative impact on Excel models." "PerfectXL’s tools focus on mitigating risks and improving model quality by emphasizing structure and consistency." "If you build something on Monday that you don’t understand by Wednesday, you’re not building the right thing." Joel Steendam shared his expertise on improving Excel models, staying curious, and navigating the challenges of financial modeling. Financial models are powerful decision-making tools, but they’re only as effective as their structure and design allow them to be. Joel provided invaluable lessons for both beginners and experienced modelers on structure, documentation, and tools. Follow Joel: LinkedIn - https://www.linkedin.com/in/joel-steendam/ Website - https://www.perfectxl.com/ Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy YouTube - https://www.youtube.com/@thefpaguy8376 Follow Financial Modeler's Corner LinkedIn Page - https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true Newsletter - Subscribe on LinkedIn- https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast’. Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register. In today’s episode: [01:49] - Introduction and Meet the Guest [02:49] - Horror Stories in Financial Models [04:28] - Key Takeaways from Bad Models [06:45] - Joel’s Global Background [10:18] - PerfectXL and Best Practices in Excel [14:56] - Staying Updated on Excel [18:03] - Advice for Beginners in Excel [29:14] - Balancing Excel’s Flexibility and Risks [36:12] - Fun Projects in Excel [38:38] - Rapid-Fire Questions [48:26] - Final Advice for Financial Modelers…

1
Master The Secrets for Building Better Financial Models with The Co-founder of CFI - Tim Vipond 44:13

11 weeks ago44:13

44:13

In this episode of Financial Modeler’s Corner , host Paul Barnhurst sits down with Tim Vipond who is a seasoned finance professional and co-founder of the Corporate Finance Institute (CFI). They discuss financial modeling nightmares, strategy’s vital role in modeling, and the importance of avoiding shortcuts. Tim also shares his unique entrepreneurial journey and offers practical advice for improving modeling and strategic decision-making. Tim Vipond began his career as an investment banking analyst and later transitioned to wealth management, corporate development, and e-commerce finance. As the co-founder of the Corporate Finance Institute, Tim has trained over 2 million students and introduced practical certifications that reshape how finance professionals develop their skills. Tim’s blend of financial expertise, entrepreneurial spirit, and focus on strategy makes him a compelling guest for this conversation. Expect to Learn: How to avoid and learn from common financial modeling mistakes. Why aligning financial models with business strategy is critical. The journey of building the Corporate Finance Institute and insights into e-learning success. The role of assumptions, execution, and scenario analysis in effective modeling. Tim’s advice on combining unique skills to propel your career. Here are a few quotes from the episode: “Never take shortcuts in your modeling. It’s tempting when you’re under pressure, but those shortcuts will come back to bite you later.” “Combining two or more unique skills is the best way to get significantly ahead in your career. It’s where you stand out and add the most value.” “Many scenarios in models are not grounded in strategy. Thoughtful, realistic scenarios tied to strategic goals are what add real value.” Tim Vipond highlighted the interplay between technical mastery and strategic insight in financial modeling. Tim provided actionable advice on avoiding pitfalls, validating assumptions, and connecting models to overarching business goals. His emphasis on skill stacking and execution underpins the value of continuous learning and adaptation in a rapidly evolving field. Follow Tim: LinkedIn - https://www.linkedin.com/in/timvipond/ Website - https://vipond.com/ Company - https://corporatefinanceinstitute.com/ Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy YouTube - https://www.youtube.com/@thefpaguy8376 Follow Financial Modeler's Corner LinkedIn Page - https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true Newsletter - Subscribe on LinkedIn- https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast’. Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register. In today’s episode: [02:53] Financial Modeling Horror Stories [06:03] Building the Corporate Finance Institute [11:18] The Role of Strategy in Modeling [19:07] Execution and Modeling Feasibility [22:11] Scenarios and Sensitivity Analysis [30:52] Tim’s Favorite Investments and Skill Stacking [34:48] Unique Modeling Stories [36:06] Rapid Fire Questions [41:14] Closing Thoughts and Advice…

1
Why Losing My Dream Job Made Me the FP&A Tools Expert with Paul Barnhurst 29:34

12 weeks ago29:34

29:34

In this special solo episode of Financial Modeler’s Corner , host Paul Barnhurst, known as the FP&A Guy, takes the spotlight to share his personal journey from a corporate financial analyst to an influential voice in financial modeling and FP&A. This episode is packed with career highlights, trends in financial modeling, and a mix of humor to kick off the new year. With over a decade of experience in corporate FP&A, Paul is a Microsoft MVP, a globally recognized trainer, and the founder of several successful podcasts. His personal story exemplifies persistence, continuous learning, and the value of building a personal brand. Expect to Learn: The career journey of Paul Barnhurst of creating a thriving business and gaining global recognition. Key lessons in financial modeling, including best practices in designing effective models. Trends shaping financial modeling and analytics for 2025, including the role of AI. Practical advice on building a personal brand and leveraging LinkedIn to grow professionally. A lighter side of finance with Paul’s humorous take on financial and Excel-related jokes. Here are a few quotes from the episode: "When I started my own business, I didn't have everything figured out, but I believed in taking the leap and figuring it out along the way." "The ability to build a personal brand is a career game changer, especially for financial professionals." "If you’re not having fun with what you do, find ways to bring your personality into your work—it makes all the difference." Paul Barnhurst takes us on a journey through his career by highlighting the lessons he’s learned and the challenges he’s faced. With light humor and practical advice, Paul inspires listeners to embrace growth, take risks, and build their own paths to success. Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy YouTube - https://www.youtube.com/@thefpaguy8376 Follow Financial Modeler's Corner LinkedIn Page - https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true Newsletter - Subscribe on LinkedIn- https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast’. Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register. In today’s episode: [01:13] - Introduction and Context [02:14] - The Early Career Struggles [04:50] - The Pivot to FP&A [06:24] - Building Financial Modeling Expertise [08:44] - Starting His Own Business [15:54] - Career in Financial Modeling [17:24] - Humor and Fun [20:06] - Trends for 2025 [25:43] - Rapid Fire Financial Modeling Opinions [28:14] - Closing Remarks…

1
AI vs. Human Insights in Financial Modeling to Build Accurate Models for Decision-Making 1:01:53

13 weeks ago1:01:53

1:01:53

In the second part of "The Great Debate," expert financial modelers from around the globe discuss controversial and thought-provoking questions about the art and science of financial modeling. The discussion focuses on the enduring relevance of Excel, the role of AI and Power BI in shaping the future of modeling. This episode highlights the nuances, complexities, and future of financial modeling as a discipline. This episode features Giles Male , co-founder of Full Stack Modeler and an Excel MVP, Will Wardle , an independent financial modeler with over two decades of experience, Carolina Lago , founder of Classic Financial, specializing in FP&A and financial restructuring for SMEs, Hedieh Kianyfard , a project finance expert from Iran, known for her practical solutions to complex modeling challenges, Oz du Soleil , a YouTube star and Excel MVP, renowned for his engaging tutorials and insights, Rishi Sapra , a former accountant turned Power BI advocate, and David Brown , a seasoned financial modeler with 27 years of experience, excelling in blending Excel with Power BI. Expect to Learn: The role of circular references in financial models. Why named ranges in Excel can either simplify or complicate financial models. The impact of AI on the future of financial modeling. How Power BI complements financial modeling by enhancing data visualization and storytelling. The debate on the most important financial statement and how it informs decision-making. Here are a few quotes from the episode: "Dynamic arrays offer huge improvements, and we should aspire to use them more effectively as a community." - Giles Male "A three-statement model is the universal language of finance, connecting operations and strategy for decision-making." - Carolina Lago "Power BI complements financial models by adding context, automation, and storytelling, making it a must-learn tool." - Rishi Sapra This episode of The Great Debate offers a lively exploration of financial modeling. The expert panelists highlight how financial modeling combines art and science, requiring technical mastery, critical thinking, and creativity. The discussions underscored the importance of balancing simplicity with complexity, leveraging technology without losing sight of foundational principles. Follow Giles: LinkedIn - https://www.linkedin.com/in/giles-male-30643b15/ Follow Will: LinkedIn - https://www.linkedin.com/in/will-wardle-3396259/ Follow Carolina: LinkedIn - https://www.linkedin.com/in/s-carolinalago/ Follow Hedieh : LinkedIn - https://www.linkedin.com/in/hediehkianyfard/ Follow Oz: LinkedIn - https://www.linkedin.com/in/ozdata/ Follow Rishi: LinkedIn - https://www.linkedin.com/in/rsaprano/ Follow David: Website - https://www.dbrownconsulting.net/ Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy YouTube - https://www.youtube.com/@thefpaguy8376 Follow Financial Modeler's Corner LinkedIn Page - https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true Newsletter - Subscribe on LinkedIn- https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast’. Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register. In today’s episode: [01:23] - Introduction to the Panel [05:51] - Circular References in Models [10:14] - The Use of VBA [14:55] - Dynamic Arrays Debate [19:57] - Named Ranges in Excel [24:50] - Will Excel Ever Die? [33:43] - Can AI Build Models? [37:56] - Should Modelers Learn Power BI? [53:28] - Most Important Skill for Modelers [57:40] - Closing Remarks…

1
How to Simplify Data Integration for Finance Teams with Adam Rakich 54:09

14 weeks ago54:09

54:09

In this episode, host Paul Barnhurst talks about data integration, focusing on how finance professionals can streamline data processes and optimize workflows. The conversation also explores the balance between spreadsheets and specialized tools in financial modeling. He provides practical guidance for professionals navigating data challenges in the modern financial landscape. Adam Rakich is an experienced professional in financial planning and analysis (FP&A) software and data integration solutions. With career spanning tools like Adaptive Insights, OneStream, and DataBlend, Adam brings a unique perspective on how accountants and finance teams can leverage technology to overcome data-related inefficiencies. Expect to Learn: Why assumptions in financial models can make or break their reliability. The key factors that determine when to move from spreadsheets to planning tools. How to make data integration less intimidating for finance professionals. Practical solutions for accessing data across multiple systems, including API usage and hybrid approaches. Insights into the evolving role of Excel and Google Sheets in modern financial modeling. Here are a few quotes from this episode: “Spreadsheets are not multi-user, and anyone trying to make them that way is spending more time than they should.” - Adam Rakich “For fractional CFOs, marketplaces like Zero and QuickBooks can be lifesavers with cost-effective integrations.” - Adam Rakich “Every small automation reduces time and errors, even if the entire process can’t be automated.” - Adam Rakich Adam Rakich shares the challenges and opportunities in data integration and financial modeling. He offers practical solutions to approach data integration without fear, and the evolving roles of tools like Excel, Google Sheets, and APIs. Follow Adam: LinkedIn - https://www.linkedin.com/in/rakich/ Business User’s Guide to Data Integration - https://a.co/d/5xSL3g4 Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy YouTube - https://www.youtube.com/@thefpaguy8376 Follow Financial Modeler's Corner LinkedIn Page - https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true Newsletter - Subscribe on LinkedIn- https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast’. Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register. In today’s episode: [01:30] – Introduction to the Episode [07:18] – Adam’s Career Journey [09:38] – Moving Beyond Spreadsheets [16:56] – Why Data Integration Matters [21:03] – Common Methods of Accessing Data [32:35] – SQL vs. Modern Tools [37:46] – The Business User’s Guide to Data Integration [44:32] – Rapid-Fire Questions [52:47] – Closing Thoughts…

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AI vs. Human Insights in Financial Modeling to Build Accurate Models for Decision-Making