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Corporate Finance Learning

My emails unlock the secrets of corporate finance modeling: bite-sized tips, real-world examples, and Excel hacks to build models that impress level up your finance game from newbie to pro!

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Your 2026 report, as promised

Hi Reader, Thank you for being in the room. As promised, here's the full State of Finance Technology 2026 report, everything we walked through, plus the detail there wasn't time for on the call. If anything in it sparks a question, reply to this email. I read every one. Thanks again for taking part. Here is your report: State of Finance Technology 2026.pdfIf you want to deploy AI in Finance, register for our CFO AI Nexus – Virtual Conference & Expo. Two days of world-class sessions, live...

Read on my website / Read time: 4 minutes All of us engaged in financial analysis have learned about ratio numbers—profitability, liquidity, solvency—from the very beginning. However, few truly know how to extract the maximum value from such analyses. To achieve this, it is essential to compare our ratios with those of competitors and generally accepted benchmarks. Additionally, performing comparisons over time and against plans or budgets is crucial. Only then do we have enough data to...

Hey Everybody, This is my first edition of Tuesday's Booster. I provide finance stories from the reality that ended with good outcomes to everybody: finance experts (employees), management, and my firm. My friend Andrew is the owner of an architecture firm. He asked me to help them to set up functional reporting and a KPIs Dashboard. I was so excited to work with them and know some other nice people who work there. But, here's what I found in practice. OH Noooooo #1 I forgot that their...