FinPod

From Philosophy to Finance: Funmi Oriji’s Global Career Journey In this episode of Member Spotlight on FinPod, Funmi Oriji shares her inspiring path from aspiring doctor to McKinsey consultant and Amazon finance le...Read more

How do major companies plan for long-term success and stay agile when things change? In this episode of What’s New at CFI, Duncan McKeen breaks down the essentials of corporate budgeting, why it’s critical for alignin...Read more

Cost-benefit analysis (CBA) is more than simple math, it’s the cornerstone of smart business decisions. In this episode of Corporate Finance Explained, we dive deep into how companies weigh financial trade-offs, avoid...Read more

PhD to Corporate Finance & M&A? Gabriel Fung's Unconventional Journey! Ever wondered how a PhD in Pathology transitions to high-stakes roles in Equity Research and Corporate Development? In this episode of Caree...Read more

In a world of constant change, rising interest rates, inflation, and global disruptions, how do top companies prepare for the unexpected? In this episode of Corporate Finance Explained, we break down scenario planning...Read more

In this episode of Corporate Finance Explained on FinPod, we dive into the world of corporate debt management, a crucial aspect of business strategy that can fuel growth or sink companies if mismanaged. Join us as we...Read more

In this episode of CFI Member Spotlight, we sit down with Russel Tan, a dynamic professional from Singapore who’s bridging the worlds of engineering and finance. Join us as Russel shares his unconventional journey fro...Read more

How do companies decide where to invest, when to return cash to shareholders, or when to take bold risks on new technologies? In this episode of Corporate Finance Explained, we break down capital allocation, the art a...Read more

What happens when a company starts slipping, has declining margins, mounting debt, or cash flow concerns? In this episode of Corporate Finance Explained on FinPod, we take a closer look at how businesses bounce back f...Read more

What does it take to go from audit associate to CFO of a PE-backed startup? In this episode of Careers in Finance, host Meeyeon reconnects with longtime friend and finance leader Sharron Xiao to explore the career cho...Read more

Discover how companies like Tesla, Apple, and Amazon strategically use corporate tax planning to drive profitability, fund innovation, and stay competitive. In this episode of Corporate Finance Explained on FinPod, we...Read more

In this episode of Corporate Finance Explained, we explore how Environmental, Social, and Governance (ESG) factors have evolved from a corporate buzzword to a financial imperative. ESG now directly influences valuatio...Read more

Jorge Marques joined CFI back when it was just a WeWork dream, and now he's a portfolio manager at North Growth Management. In this episode, Jorge shares his path from studying math and economics and ultimately landin...Read more

What happens when emotion and psychology creep into financial decisions? In this episode of Corporate Finance Explained on FinPod, we unpack the human side of finance through the lens of behavioral finance, exploring...Read more

What drives success in private equity? In this episode of Careers in Finance, we unpack the strategies behind some of the biggest PE deals in history, from Blackstone’s transformation of Hilton Hotels to the Dell Tech...Read more

How do you pivot from aerospace engineering to venture capital? In this episode of Careers in Finance, Denisia Pereira shares her remarkable journey from studying aerospace engineering to leading venture operations at...Read more

In this episode of FinPod, we break down how the CFO role is transforming and what that means for ambitious finance professionals. From FP&A to board-level strategy, today’s CFOs are expected to lead digital transform...Read more

In this FinPod episode, we discuss how startups approach funding, growth, and risk differently from established companies. From venture capital and bootstrapping to unit economics and financial modeling, learn the cor...Read more

In this episode of CFI’s Member Spotlight, we sit down with Celine Chaabani, a CFI learner and recent graduate. She candidly shares how she went from avoiding finance to actively pursuing a career in capital markets a...Read more

What separates companies that have thrived for decades, like Apple, Amazon, and Google, from those that have disappeared? It all comes down to economic moats: the lasting advantages that protect profits and market sha...Read more

In this episode of FinPod, we unpack one of the most critical topics in finance today: risk management. From inflation and interest rate hikes to global supply chain volatility, companies are navigating more uncertain...Read more

In this episode of Careers in Finance, we sit down with Paul Barnhurst—also known as The FP&A Guy—to explore what it means to build a career in Financial Planning & Analysis. From his early days in procurement to lead...Read more

Artificial Intelligence (AI) is rapidly reshaping corporate finance, moving beyond simple automation to become a powerful strategic partner. Discover how AI is fundamentally changing financial decision-making in this...Read more

Tune in for expert Cash Flow Management and Liquidity Strategy insights vital for Business Survival and sustainable Business Growth. This Corporate Finance Explained episode delivers essential Corporate Finance princi...Read more

In this special episode of CFI’s FinPod, we’re joined by our co-founder Scott Powell and founder of “The FP&A Guy,” Paul Barnhurst, to explore how AI, automation, and evolving skill sets reshape careers in FP&A, capit...Read more

How do investors, analysts, and companies decide what a business is really worth? In this deep dive episode of Corporate Finance Explained on FinPod, we unpack the fundamentals of corporate valuation—from enterprise v...Read more

Mergers & Acquisitions (M&A) shape the corporate landscape, but what makes a deal successful? In this episode of Corporate Finance Explained, we break down the M&A lifecycle, from valuation and financial modeling to f...Read more

FinPod’s 100th Episode: The Future of Finance Careers In this special episode of CFI’s FinPod, we’re joined by our co-founder Scott Powell and founder of “The FP&A Guy,” Paul Barnhurst to explore how AI, aut...Read more

Thinking of starting your own business after a career in finance or accounting? In this episode of Careers in Finance on FinPod, we talk to Bob Wang—CPA, entrepreneur, former Deloitte leader, and fractional CFO—about...Read more

How do top companies manage their cost of capital for sustainable growth? In this episode, we explore how Tesla, Amazon, and Apple optimize their Weighted Average Cost of Capital (WACC) to make smarter financing and i...Read more

How do major corporations manage billions in cash while minimizing financial risk? In this episode, we explore treasury management strategies used by Apple, Microsoft, and Coca-Cola to handle liquidity, working capita...Read more

In this Member Spotlight episode on FinPod, we meet Flavio Simoncini—an early-career finance professional currently in a three-year graduate program at Ecolab. Based in Kraków, Poland, Flavio shares what it's like to...Read more

How do top companies use FP&A to drive business strategy? In this episode, we break down how Tesla, Netflix, Amazon, and more leverage Financial Planning & Analysis (FP&A) to optimize corporate decisions. Tesla’s F...Read more

In this episode of Corporate Finance Explained, we explore the strategic power of Financial Planning & Analysis (FP&A) in driving business success. From dynamic budgeting to data-driven forecasting and insightful fina...Read more

In this episode of Careers in Finance on FinPod, we sit down with Nicole Lee, a former UBS executive director who navigated a remarkable career transition after 13 years in banking. Discover Nicole's journey from a ro...Read more

In this episode of FinPod, we introduce our latest course: Making Effective Business Decisions—designed to help FP&A professionals and finance teams evaluate capital investments. We walk through the course s...Read more

FP&A Explained: How Financial Planning & Analysis Drives Business Strategy Financial Planning & Analysis (FP&A) is more than just number crunching—it’s a strategic function that helps businesses plan for the...Read more

Breaking Into FP&A: How Data, Finance, and Leadership Shape Careers How do you transition from data analytics into FP&A? What skills make FP&A professionals successful? In this episode of CFI’s Careers in Fi...Read more

Debt vs. Equity: How Companies Make Capital Structure Decisions How do companies decide between debt and equity financing? Every corporate finance professional needs to understand capital structure—the mix o...Read more

Want to improve your financial modeling skills? This episode of Corporate Finance Explained dives into the essential techniques and best practices used by corporate finance professionals to build accurate, structured,...Read more

How to Build a Career in FP&A | Finance Jobs, Skills & Growth Insights Financial Planning & Analysis (FP&A) is one of the fastest-growing fields in finance, but many professionals don’t fully understa...Read more

🎙 Mastering FP&A 3-Statement Modeling Building a 3-statement financial model is a critical skill for finance professionals, but many struggle to get their models to balance. In this episode of What’s New at...Read more

In this episode of Corporate Finance Explained, we break down the fundamentals of financial statement analysis—a vital skill for corporate finance professionals, investors, and business leaders. We start by expl...Read more

In this episode of CFI's podcast, Ayesha Zain shares her inspiring journey from a background in public administration and philosophy to her current role in venture capital. She discusses the importance of mentorship,...Read more

In this episode of What's New at CFI, Meeyeon and Ryan Spendelow discuss the importance of stakeholder management in various professional settings, especially in the context of remote work. They explore how stakeholde...Read more

In this episode, Ahmed Aboushady takes us through his extensive career in risk management, from his education in Cairo to professional experiences in Los Angeles, the UK, and his current role at the Ontario Securities...Read more

In this conversation, Meeyeon and Ryan discuss collateralized mortgage obligations (CMOs), exploring their structure, relevance, and the impact of the Global Financial Crisis. They delve into the customization of CMOs...Read more

In this episode of CFI's Member Spotlight Podcast, Meeyeon sits down with Francis Faucher to discuss his unconventional path into finance. Originally aspiring to be a doctor, Francis discovered his passion for finance...Read more

In this episode, Logan Burchett, co-founder and COO of Forecaster, shares his unexpected career path—from aspiring lawyer to finance professional to entrepreneur. Initially set on law, he discovered a passion for econ...Read more

In this episode of What’s New at CFI, Ryan is joined by Jeff Schmidt to introduce CFI’s latest course, Accounting for Inventory. They discuss the importance of inventory accounting across industries, covering key meth...Read more

In this episode of CFI's Member Spotlight, Nigel Rayford shares his inspiring journey into the finance world, detailing his educational background, career progression, and the impact of COVID-19 on his professional li...Read more

In this episode, Meeyeon, Jeff, and Duncan discuss the newly launched specialization in Investment Banking and Private Equity (IB and PE) at CFI. Join us as we explore the reasons behind the popularity of these...Read more

In this episode of Careers in Finance, we learn that sometimes it takes a little bit of grit. Susanne Swaniker, Group Financial Controller at De Beers, takes us through her career journey that started with asking for...Read more

In this episode of What's New at CFI, we sit down with Ryan Spendelow to discuss the newly launched Risk Management specialization. We explore the essential types of financial and non-financial risks covered in the co...Read more

In this episode of CFI's FinPod podcast, we sit down with Dang Duong, a young finance enthusiast from Singapore. Join us as we talk about Dang's journey into finance, his education at Polytechnic, and his self-driven...Read more

In today's Member Spotlight, I get to sit down with someone who can't sit still in the absolute best of ways. Antowan has done a little bit of everything, and it's all been driven by his curious nature and love of eco...Read more

In this episode of Careers in Finance on FinPod, we chat with Chris Stanley, an experienced finance professional turned successful business founder, about his journey to where he is today. During this episode, C...Read more

In this episode of Careers in Finance, we have an insightful conversation with Bill Dillmeier, exploring his unique career journey in finance. Bill shares his intentional path into finance, starting from a young age,...Read more

In this episode of What’s New at CFI, we are talking about a course that is going to help make everyone's job a little bit easier. The course itself may be in the context of financial statement analysis, but in today'...Read more

In this episode of Careers in Finance, we sit down with Ben Murray, known as the SaaS CFO, who shares his unique career journey from customer service in a mutual fund company to becoming a fractional CFO and entrepren...Read more

In this episode of What's New at CFI, you have the whole gang: Ryan Spendelow, Duncan McKeen, Jeff Schmidt, and Sebastian Taylor. We all took part in creating this course that deeply resonates with a major reason why...Read more

In today's episode of What's New at CFI, join us as we talk about the G in ESG. Our latest ESG offering is a mini module of three courses with a module dedicated to each of environmental, social and governance issues...Read more

In today's episode of What's New at CFI, join us as we talk all about the S in ESG. Our latest ESG offering is a mini module of three courses with a module dedicated to each of environmental, social and governance iss...Read more

In today's episode of What's New at CFI, join us as we talk all about the E in ESG. Our latest ESG offering is a mini module of three courses with a module dedicated to each of environmental, social and governance iss...Read more

In this episode of Careers in Finance on FinPod, we sit down with Eric Mason, CFO of the City of Quincy, to explore his journey into municipal finance. Eric shares how his background as an economist, economic advisor,...Read more

In today's episode of What's New at CFI, we are talking about one of your favorite topics: Mergers and Acquisitions, or better known as, M&A! We're so excited to be bringing you a more bite-sized course on the topic s...Read more

In this episode of CFI Member Spotlight on FinPod, we speak with CFI member Devrhoid Davis, who shares how following his passion and pursuing what made him curious led him from medical radiation physics to finance. </...Read more

It's not about the extraordinary, it's about making it ordinary. In this episode we talk about our Normalizing Income Statements course where we spotlight the importance of making company income statements reflect the...Read more

In this episode of Careers in Finance, we sit down with Co-Founder of CFI, Scott Powell. If you are familiar with CFI, then you will know Scott as an instructor and coach. But today, he's showing you a different side...Read more

Data analysis has had some immense benefits with the introduction of ChatGPT. A great deal of the 'heavy lifting' can be done with ChatGPT, but it takes a bit of getting used to in order to take advantage of it. Try i...Read more

In this episode of Careers in Finance on FinPod, we welcome back Ashok Manthena, founder of Chatfin.ai and finance analytics expert. Ashok shares insights on how generative AI is impacting finance—from FP&A to tax and...Read more

In this episode of What’s New at CFI on FinPod,  we discuss operational risk management in banks, breaking down its four main dimensions: people, processes, systems, and external events. Operational risk stands apart...Read more

In this episode of the Careers in Finance on FinPod, James M. Binsfeld shares his story as a leader at the Chicago Teachers' Pension Fund, where he manages U.S. equities and private credit. With a background at Wells...Read more

In this episode of What's New at CFI on FinPod, we introduce our newest specialization, Accounting for Financial Analysts, which is designed for financial analysts who are looking to master essential accounting skills...Read more

In this episode of Careers in Finance on FinPod, we chat with Mark Allbee, VP of Finance and Operations at Roko Labs. Mark shares his journey from Big Four accounting at KPMG, where he specialized and built key skills...Read more

In this episode of What’s New at CFI on FinPod, we discuss the latest course in the FP&A Specialization, FP&A Professional Model Protection and Presentation. This course is the third in a series designed to equip fina...Read more

In this episode of Careers in Finance on FinPod, we sit down with Jack McCullough, the founder and CEO of the CFO Leadership Council. Jack has had a diverse career that began with earning an MBA from the MIT Sloan Sch...Read more

In this episode of CFI Member Spotlight on FinPod, we speak with CFI member Shawn Jahromi, an experienced project manager and entrepreneur with a unique journey from electrical engineering to digital transformation. S...Read more

In this episode of Careers in Finance on FinPod, we sit down with Duncan McKeen, a seasoned equity research analyst turned financial modeler and educator at CFI. Duncan's career journey is an inspiring example of adap...Read more

In this episode of What's New at CFI on FinPod, we dive into the latest addition to our course lineup, Comparable Valuation Fundamentals. Our expert instructors discuss designing the course specifically to make valuat...Read more

In this episode of CFI Member Spotlight on FinPod, we feature Charaf Bourhalla, a seasoned finance professional who has built a career with major firms like KPMG and Kimberly Clark, eventually becoming Head of Consoli...Read more

In this episode of What’s New at CFI on FinPod, we discuss the newly released course, FP&A Professional: Model Roll Forward and Analysis. This course is the second in a three-part series designed to enhance Excel skil...Read more

In this episode of Careers in Finance on FinPod, we talk to Alex Yuditski, a growth investor at Bessemer Venture Partners. Starting with a pivot in college from history to economics, Alex’s path led her from investmen...Read more

In this episode of What's New at CFI on FinPod, we’re excited to introduce our latest course, "Intro to Bank Valuations." We’ve designed this course to simplify the world of bank valuation models by focusing on practi...Read more

In this episode of Careers in Finance on FinPod, we welcome Kristen Kelly and Jennifer Saarbach, founders of The Wall Street Skinny. Through their podcast, social media platforms, and other channels, they've built a h...Read more

In this episode of What’s New at CFI on FinPod, we dive into the complexities of calculating diluted shares, including how various factors—such as stock options, convertible debt, and restricted stock—affect a company...Read more

In this episode of Careers in Finance on FinPod, we sit down with Iain Main, who has built a career working across global markets. Iain began his journey at BDO, where he trained as a Chartered Accountant and gained v...Read more

In this episode of What's New at CFI on FinPod, we discuss accounting for leases, focusing on the key differences between operating and finance leases under US GAAP and IFRS. We explain the recent changes in accountin...Read more

In this episode of Careers in Finance on FinPod, we sit down with Zane Tarence, Partner and Managing Director at the investment banking firm, Founders Advisors. Zane has over 20 years of experience guiding businesses...Read more

In this episode of What’s New at CFI on FinPod, we discuss the power of AI for finance, focusing on AI-powered scenario analysis and its impact on financial modeling. We explain how AI is not just enhancing traditiona...Read more

In this episode of Careers in Finance on FinPod, we talk with Ashok Manthena about his experiences at companies like Google, Gap, and Ingersoll Rand, highlighting the unique opportunities and challenges in finance fun...Read more

In this episode of FinPod’s What’s New at CFI, we explore the critical role of workflow efficiencies for analysts working in Business Intelligence (BI) and data analysis. Join us as we unpack practical strategies, too...Read more

In this episode of CFI Member Spotlight on FinPod, we sit down with Genaro Arredondo who shares his colorful journey navigating a career in finance – starting from his roots in Chile to becoming a Director of Corporat...Read more

In this episode of What’s New at CFI on FinPod, we discuss our newly launched course on reading and analyzing insurance company financials. We break down the complexities and unique characteristics of insurance financ...Read more

In this episode of FinPod, we discuss our new course on purchase price allocations in M&A accounting. This course addresses common challenges and confusion around acquisition accounting, particularly with deferred tax...Read more

In this episode of Careers in Finance on FinPod, we sit down with Carolina Lago, who has extensive experience in financial planning and analysis (FP&A) and corporate finance. Carolina shares her career journey from st...Read more

In this episode of What’s New at CFI on FinPod, we discuss the newly refreshed course, "Math for Finance Professionals," which covers essential concepts like simple and compound interest, discounted cash flows, and st...Read more

In this episode of Careers in Finance on FinPod, we sit down with Brian Egger, Global Head of Financial Modeling at Bloomberg LP. Brian brings a wealth of experience from his time at Goldman Sachs and Bloomberg, where...Read more

This episode of FinPod covers understanding bank financial statements and analysis. We highlight the unique aspects of bank financial statements compared to typical company statements, plus the significance of the bal...Read more

In this episode of CFI Member Spotlight on FinPod, we sit down with David Hyland, a finance leader with a background in establishing processes, systems, and controls for management teams of tech startups. David...Read more

In this episode of FinPod, we discuss how to get started with building a financial model. We address common issues beginners face – like too quickly relying on Excel –  and provide tips to streamline the model-buildin...Read more

In this episode of FinPod, we speak with Chris Ortega, the CEO of Fresh FP&A. Chris shares his journey from a marketing major in college to a seasoned finance executive, eventually founding Fresh FP&A. Chris emphasize...Read more

In this episode of FinPod, we discuss our course for financial planners, advisors, and wealth managers on developing high-impact financial plans. We cover how integrating financial plans into a wealth management pract...Read more

In this episode of the CFI Member Spotlight podcast, we feature Mateus Hamdan, an accomplished project controller at Field Aviation. Mateus shares his journey from Brazil to Canada, discussing his experience across a...Read more

In this episode of FinPod, we discuss the recently released Market Risk Fundamentals course with insights from the Vice President of Content at CFI. We provide an in-depth look at key processes, such as measuring mark...Read more

In this episode of FinPod, we talk with Avia Yudalevich, the accomplished CFO and head of supply chain at Intrinsic. Avia shares her journey from financial analyst to executive leader, highlighting her deep understand...Read more

In this episode of FinPod, we discuss a recently published course on ESG risk management. We explain the evolution of ESG from environmental health and safety to corporate sustainability and social responsibility, emp...Read more

In this episode, we welcome Onyedika Nwoji, who has completed two CFI certifications. Onyedika shares his journey from working as a monitoring and evaluation analyst at an NGO to becoming a skilled data analyst. <...Read more

In this episode, we talk with our Chief Content Officer about the new "Accounting for Business Combinations and Other Equity Investments" course. Designed to meet the growing demand for accounting kno...Read more

In this episode, we chat with Glenn Hopper, an instructor at both Duke University and CFI, author and CFO. Glenn’s book, “Deep Finance: Corporate Finance in the Information Age,” solidified his position as a thought l...Read more

In this episode of FinPod, join us for a conversation with CFI FMVA holder Landon Cortenbach as he shares his professional journey from aspiring sports agent to experienced CFO. Landon's career trajector...Read more

In this episode of FinPod, we dive into the intricacies of debt and capital expenditure (CAPEX) modeling in financial planning and analysis (FP&A). Follow along as Duncan shares insights on modeling debt accurately, e...Read more

In this special episode of the CFI Member Spotlight, host Anna Talerico sits down with finance professional Josh McLean, a Finance Director at Nike and currently participating in their innovative Finance Leadershi...Read more

Join us in the latest episode of the "What's New at CFI" podcast as we discuss artificial intelligence and how it can help users to manage complex formulas in Excel. In this discussion, we shed light on the increa...Read more

In this episode of FinPod, we discuss FP&A for new analysts with expert Carl Seidman. Carl has over 20 years of experience in management consulting and FP&A advisory. In this conversation, he highlights the growing d...Read more

In this episode of FinPod, co-founder Scott Powell and colleague Asim Khan speak with Danielle Stein Fairhurst, a renowned financial modeler, author, and Microsoft MVP. She shares her journey into financial modeling,...Read more

Join us in the latest episode of the "What's New at CFI" podcast as we delve into the intricacies of financial planning and analysis, specifically focusing on the inclusion of contractors in financial models in to...Read more

In this episode of FinPod, hosts Asim Khan and Ryan Spendelow dive deep into the world of banking regulations. Join them as they discuss the intricacies of Basel III and its significance in risk management. Unravel th...Read more

In this episode of FinPod, host Anna Talerico chats with Vijay Maharaj, CFI's Director of FP&A, to discuss his career journey and what it's like to work in FP&A. Discover how Vijay’s path through economics led...Read more

In this episode of FinPod, host Asim Khan sits down to discuss data visualization with Sebastian Taylor. They cover best practices for creating effective visual representations of data, from choosing the right c...Read more

In this episode of FinPod, Asim Khan & Glenn Hopper talk about AI-enhanced financial analysis. They discuss the power of ChatGPT in democratizing data and how this technology can help improve workflows and analysis.</...Read more

In this special episode of FinPod, host Anna Talerico shines a CFI member spotlight on Stephen Moerane, a remarkable individual whose journey has come full circle within the CFI community. Stephen's story begin...Read more

In this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, to talk about the final components of the FP&A model Duncan's been developing for our FP&A courses. Duncan shares how dashboards and dat...Read more

In this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, as they discuss financial statement aggregation and analysis. Follow along as Duncan walks us through consolidating financial statements...Read more

In this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, as they delve into the world of headcount forecasting and analysis. This engaging discussion explores essential strategies for forecasti...Read more

In this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, to discuss FP&A model design, revenue forecasting, and the power of proper formatting. Duncan shares insights on creating visually appea...Read more

In this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, to discuss Financial Planning & Analysis (FP&A). Duncan shares insights into the importance of model design in finance, emphasizing the...Read more