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What's New at CFI: FP&A Model Design & Revenue Forecasting

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Manage episode 416972199 series 3571364
Content provided by Anna Talerico and Corporate Finance Institute. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anna Talerico and Corporate Finance Institute or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 appealing and easy-to-follow models using the latest Excel features, such as binary switches and conditional formatting.

Discover how to enhance your models with up and down arrows to highlight changes and leverage binary switches for efficient data management. Learn how these techniques contribute to telling the story behind the numbers, helping you make informed financial decisions. Elevate your FP&A revenue forecasting skills with this quick, high-impact conversation.

  continue reading

31 episodes

Artwork
iconShare
 
Manage episode 416972199 series 3571364
Content provided by Anna Talerico and Corporate Finance Institute. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anna Talerico and Corporate Finance Institute or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 appealing and easy-to-follow models using the latest Excel features, such as binary switches and conditional formatting.

Discover how to enhance your models with up and down arrows to highlight changes and leverage binary switches for efficient data management. Learn how these techniques contribute to telling the story behind the numbers, helping you make informed financial decisions. Elevate your FP&A revenue forecasting skills with this quick, high-impact conversation.

  continue reading

31 episodes

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