Careers in Finance: Logan Burchett

FinPod

#Business #Podcasting Education #Anna Talerico #Corporate Finance Institute #Corporate Finance #Finance #Banking #Capital Markets #FP #Risk Management #Learning And Development #Finance Career

27:29

Episode web page: https://tinyurl.com/2b3dz2z8 ----------------------- Rate Insights Unlocked and write a review If you appreciate Insights Unlocked , please give it a rating and a review. Visit Apple Podcasts, pull up the Insights Unlocked show page and scroll to the bottom of the screen. Below the trailers, you'll find Ratings and Reviews. Click on a star rating. Scroll down past the highlighted review and click on "Write a Review." You'll make my day. ----------------------- In this episode of Insights Unlocked , we explore the evolving landscape of omnichannel strategies with Kate MacCabe, founder of Flywheel Strategy. With nearly two decades of experience in digital strategy and product management, Kate shares her insights on bridging internal silos, leveraging customer insights, and designing omnichannel experiences that truly resonate. From the early days of DTC growth to today’s complex, multi-touchpoint customer journeys, Kate explains why omnichannel is no longer optional—it’s essential. She highlights a standout example from Anthropologie, demonstrating how brands can create a unified customer experience across digital and physical spaces. Whether you’re a marketing leader, UX strategist, or product manager, this episode is packed with actionable advice on aligning teams, integrating user feedback, and building a future-proof omnichannel strategy. Key Takeaways: ✅ Omnichannel vs. Multichannel: Many brands think they’re omnichannel, but they’re really just multichannel. Kate breaks down the difference and how to shift toward true integration. ✅ Anthropologie’s Success Story: Learn how this brand seamlessly blended physical and digital experiences to create a memorable, data-driven customer journey. ✅ User Feedback is the Secret Weapon: Discover how continuous user testing—before, during, and after a launch—helps brands fine-tune their strategies and avoid costly mistakes. ✅ Aligning Teams for Success: Cross-functional collaboration is critical. Kate shares tips on breaking down silos between marketing, product, and development teams. ✅ Emerging Tech & Omnichannel: Instead of chasing the latest tech trends, Kate advises businesses to define their strategic goals first—then leverage AI, AR, and other innovations to enhance the customer experience. Quotes from the Episode: 💬 "Omnichannel isn’t just about being everywhere; it’s about creating seamless bridges between every touchpoint a customer interacts with." – Kate MacCabe 💬 "Companies that truly listen to their users—through qualitative and quantitative insights—are the ones that thrive in today’s competitive landscape." – Kate MacCabe Resources & Links: 🔗 Learn more about Flywheel Strategy 🔗 Connect with Kate MacCabe on LinkedIn 🔗 Explore UserTesting for customer insights for marketers…

about a year ago 31:17

MP3•Episode home

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 economics and finance in college, which led him to work as a financial analyst and later at a pension fund. His time at Venture First sparked an interest in venture capital, ultimately inspiring him to co-found Forecastr, a company revolutionizing financial modeling.

Logan discusses the future of financial modeling, predicting a shift away from Excel and encouraging finance professionals to embrace emerging tools and trends. Throughout the conversation, he highlights the power of curiosity, adaptability, and continuous learning in an ever-evolving industry.

94 episodes

Careers in Finance: Logan Burchett

FinPod

published about a year ago

MP3•Episode home

94 episodes

#Business #Podcasting Education #Anna Talerico #Corporate Finance Institute #Corporate Finance #Finance #Banking #Capital Markets #FP #Risk Management #Learning And Development #Finance Career

All episodes

1
High-Impact FP&A: Mastering Budgeting, Forecasting & Strategic Analysis 16:43

4 days ago16:43

16:43

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 financial analysis, we break down the key pillars of a high-impact FP&A function. Learn how top FP&A teams align financial strategy with execution, leverage real-time data, and integrate technology for smarter decision-making. Plus, discover why agility and continuous learning are critical for finance professionals aiming to stay ahead. Listen now to gain a competitive edge in FP&A!…

1
Careers in Finance with Nicole Lee 40:27

5 days ago40:27

40:27

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 role at UBS (including the Chief Investment Office in Wealth Management) into the dynamic world of fintech, and ultimately, launching her own coaching business and the "You Never Know" podcast. If you're seeking personal growth or curious about fintech careers, this episode is packed with insights. Nicole shares the challenges and rewards of stepping outside her comfort zone, building new skills in a startup environment, and finding her true purpose in coaching others. This conversation offers valuable perspectives for anyone in finance careers, investment banking, wealth management, or considering a career pivot. Gain inspiration and practical advice on building a fulfilling career aligned with your purpose.…

1
What's New at CFI: Making Effective Business Decisions 14:41

7 days ago14:41

14:41

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 structure, including a four-step decision-making framework (idea generation, analysis, planning, and monitoring), NPV, IRR, and Excel Solver to prioritize projects under budget constraints. We also explore how this course differs from enterprise-level valuation training by focusing on granular, real-world decisions faced by FP&A teams—from equipment purchases to growth investments. Whether you're in financial planning and analysis or want to strengthen your strategic finance skills, this episode looks inside one of our most practical new courses.…

1
Corporate Finance Explained: FP&A and Business Strategy 12:26

11 days ago12:26

12:26

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 future, optimize decision-making, and drive growth. In this episode of Corporate Finance Explained , we take a deep dive into how FP&A teams forecast, analyze trends, and influence major business decisions. What You’ll Learn in This Episode: The fundamentals of FP&A and how it differs from accounting How FP&A helps companies launch new products, expand markets, and make strategic decisions Real-world FP&A case studies, including Amazon’s AWS launch and Tesla’s adaptive planning The key tools and software FP&A professionals use, from Excel to AI-powered forecasting tools The role of scenario planning, variance analysis, and driver-based modeling in FP&A How FP&A teams collaborate with other departments to guide financial strategy The impact of automation, AI, and real-time forecasting on the future of FP&A Essential skills for FP&A professionals and how to break into the field Who Should Listen? ✔️ Finance professionals looking to transition into FP&A ✔️ Business analysts and data professionals interested in finance roles ✔️ Aspiring finance leaders who want to sharpen their strategic thinking skills ✔️ Anyone curious about how companies use financial planning to stay ahead…

1
Careers in Finance with Smith Lordeus 41:48

12 days ago41:48

41:48

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 Finance series, we explore how data, finance, and leadership intersect in corporate FP&A, featuring Smith Lordeus, FP&A leader with a background in engineering, data analytics, and finance. What You’ll Learn in This Episode: How Smith transitioned from data analytics to finance The growing demand for data-driven finance professionals How tools like Excel, SQL, Power BI, and Tableau shape FP&A analysis The career shift from senior financial analyst to FP&A manager The importance of storytelling and leadership in finance roles How FP&A teams support budgeting, strategy, and decision-making The differences between FP&A, corporate development, and M&A Key career advice for aspiring finance professionals Who Should Listen? Data analysts looking to transition into finance Finance professionals who want to strengthen their FP&A skills Aspiring finance leaders looking for career growth strategies Anyone curious about the evolving role of FP&A in corporate finance…

1
Corporate Finance Explained: Understanding Capital Structure – Balancing Debt and Equity 28:01

14 days ago28:01

28:01

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 of debt and equity that funds a company's growth, operations, and strategic moves. In this episode of Corporate Finance Explained , we break down the key concepts, trade-offs, and real-world examples of how companies optimize their capital structure. What You’ll Learn in This Episode: The fundamentals of capital structure – How companies balance debt and equity financing. Debt vs. Equity: Pros and Cons – The trade-offs and risks of different financing methods. How major companies optimize capital structure: Apple’s debt strategy – Why a cash-rich company still issues corporate bonds. Amazon’s $13.7B Whole Foods acquisition – Using debt instead of equity to fund growth. Tesla’s evolving capital structure – From equity-funded expansion to leveraging debt. Airbnb’s pandemic survival strategy – Choosing debt financing to avoid investor dilution. Key theories behind capital structure – Exploring Pecking Order Theory, Modigliani-Miller Theorem, and the search for an optimal balance. Who Should Listen? Corporate finance professionals managing capital structure decisions FP&A analysts looking to deepen their understanding of financing strategies CFOs and investment professionals who advise on corporate funding and debt management…

1
Corporate Finance Explained - Mastering Financial Modeling 19:56

18 days ago19:56

19:56

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, and decision-driven financial models. What You’ll Learn: - What is financial modeling? How companies use it for budgeting, valuation, and risk analysis. - Key components of a financial model – Historical data, assumptions, and financial statements. - Best practices for building strong models – Accuracy, structure, flexibility, and transparency. - Common pitfalls to avoid – Overcomplicated formulas, poor assumptions, and lack of error checks. - Real-world corporate finance examples – Microsoft’s $68.7B acquisition of Activision Blizzard, Airbnb’s pandemic survival strategy, Tesla’s cash flow forecasting, and Apple’s stock buyback program. Whether you're in FP&A, investment banking, private equity, or corporate finance, mastering financial modeling is a critical skill for making data-driven decisions. Learn how to build robust, practical, and strategic models used by top finance teams worldwide. #FinancialModeling #CorporateFinance #FinanceTips #BusinessStrategy #InvestmentBanking #FP&A #Microsoft #Tesla #Apple #Amazon #CFI…

1
Careers in Finance: Mimi Hu 49:14

19 days ago49:14

49:14

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 understand what the role entails. In this episode of CFI's Careers in Finance series, we sit down with Mimi Hu, Director of Trade Finance & Marketing, to explore what FP&A professionals actually do, how to break into the field, and the skills that drive success in corporate finance. What You’ll Learn in This Episode: How networking and coffee chats open doors in finance What FP&A professionals actually do (beyond just budgeting!) The difference between FP&A and investment banking career paths Essential skills for FP&A success, from Excel to financial storytelling How FP&A teams support corporate strategy and M&A decisions The impact of economic trends, tariffs, and retail margins on FP&A The best software tools for FP&A professionals (Excel, Power BI, SAP) Why This Episode Matters: FP&A is more than just number crunching—it’s about business partnership, strategic planning, and driving financial insights. Whether you're a finance student, an analyst looking to transition, or exploring leadership roles in corporate finance, this episode provides real-world insights and career advice from an experienced FP&A leader. Timestamps: 00:00 – Introduction: Why FP&A is a top finance career choice 01:34 – The role of networking & coffee chats in finance career growth 02:30 – Understanding what FP&A professionals actually do 06:21 – How careers evolve in finance, accounting, and strategy 09:07 – From startups to corporate finance: Mimi’s journey 15:46 – How economic trends impact FP&A decision-making 25:22 – How FP&A teams partner with corporate development & M&A teams 30:34 – Essential skills for FP&A professionals 40:20 – Best software for FP&A analysts (Excel, Power BI, SAP) 45:34 – The future of FP&A and career growth opportunities Resources & Links Mentioned: Learn more about CFI’s FP&A courses → https://cfi.to/uh9DN LinkedIn → Corporate Finance Institute® Instagram → @corporatefinanceinstitute Subscribe & Never Miss an Episode! Join us for expert insights on finance, FP&A, and financial modeling every week. #FP&A #FinanceCareers #FinancialModeling #CorporateFinance #CFILearning #FinanceJobs #Networking…

1
What's New at CFI: FP&A 3-Statement Modeling 11:17

21 days ago11:17

11:17

🎙 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 CFI on FinPod, we break down CFI’s latest course: FP&A 3-Statement Modeling—designed to help finance professionals build structured, scalable models with confidence. What You’ll Learn in This Episode: Key differences between FP&A-style 3-statement modeling and investment banking models How monthly forecasting adds complexity and how to manage it effectively The relationship between cash flow and balance sheet that ensures model accuracy A step-by-step approach to troubleshooting and balancing financial models How this course helps finance professionals apply best practices in real-world scenarios Why This Matters: Whether you’re an FP&A analyst, finance manager, or corporate finance professional, mastering 3-statement modeling is a must-have skill. This episode explores real-world applications, shares common pitfalls, and introduces a systematic approach to ensure model accuracy. Timestamps: 00:00 – Introduction: Why 3-statement modeling is essential for FP&A 01:19 – Common challenges in balancing financial models 02:23 – What makes this FP&A-focused course unique 04:36 – Industry focus: The consulting company case study 06:21 – Practical takeaways for finance professionals 08:43 – The #1 mistake in 3-statement modeling (and how to fix it) Resources & Links Mentioned: Learn more about CFI’s FP&A courses → https://corporatefinanceinstitute.com/ Follow us for finance insights → https://www.linkedin.com/school/corporate-finance-institute-cfi/ | https://www.instagram.com/corporatefinanceinstitute/ Subscribe & Never Miss an Episode Join us for weekly expert insights on finance, FP&A, and financial modeling. #FinancialModeling #FPandA #CorporateFinance #CFILearning #FinanceCareers…

1
Corporate Finance Explained: Analyzing Financial Statements 15:30

25 days ago15:30

15:30

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 exploring the three core financial statements: Income Statement – Reveals a company's profitability by detailing revenues and expenses over a specific period. Balance Sheet – Provides a snapshot of the company’s financial position, outlining assets, liabilities, and shareholders’ equity. Cash Flow Statement – Tracks cash inflows and outflows to assess liquidity and financial stability. Next, we dive into key analysis techniques, including: Ratio Analysis – Evaluates profitability, efficiency, and solvency using financial ratios. Trend Analysis – Identifies patterns over multiple periods to assess financial trajectory. Vertical & Horizontal Analysis – Helps compare financial data as percentages or across different timeframes for better context. Key Takeaways: Understanding financial statements is crucial for assessing a company’s financial health. Applying analysis techniques like ratio and trend analysis uncovers insights into profitability, liquidity, and efficiency. Regular financial statement analysis enables better decision-making for both internal teams and external stakeholders.…

1
CFI Member Spotlight with Ayesha Felice N. Zain 34:07

26 days ago34:07

34:07

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, her experience with CFI's FMVA program, and the challenges of breaking into the finance industry. Ayesha emphasizes the value of networking, both in-person and through social media, and shares her aspirations for the future, including her non-profit organization aimed at helping young Indonesians gain international education and life experience. In recognition of International Women's Day, Ayesha’s story highlights the power of resilience, learning, and taking bold steps to forge a path in finance. The conversation concludes with her advice for those looking to pursue their dreams in finance and beyond.…

1
What's New at CFI: Managing Your Stakeholders 21:59

28 days ago21:59

21:59

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 stakeholder management has evolved with the rise of virtual teams, the significance of understanding stakeholder expectations, common mistakes finance professionals make, and strategies for managing difficult stakeholders. The conversation emphasizes the broader impact of these skills on career advancement and personal development.…

1
Careers in Finance with Ahmed Aboushady 41:37

5 weeks ago41:37

41:37

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 Commission. He reflects on the impact of the 2007 financial crisis, the importance of mentorship, and the need for continuous learning in an ever-evolving industry. Throughout the conversation, Ahmed shares valuable career lessons, highlighting the adaptability and resilience required to navigate the world of finance and risk management.…

1
What's New at CFI: What's New CFI: Collateralized Mortgage Obligations (CMOs) 13:16

5 weeks ago13:16

13:16

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 for different investor risk profiles and the role of special purpose vehicles (SPVs) in isolating mortgage assets. The discussion highlights the importance of financial education in understanding these complex financial products and their evolution since the financial crisis.…

1
Members Spotlight with Francis Faucher 44:14

6 weeks ago44:14