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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 Fargo, Bank of America, NASDAQ, and WestPath Investment Management, James brings a wealth of knowledge from across the finance world and a hands-on understanding of how large funds work.
This episode is packed with real-world advice from a seasoned finance pro. Tune in for James’ insights on topics like the role of private credit in diversifying portfolios, the importance of continuous learning, and his advice for anyone starting a finance career.
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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. This practical program covers the critical accounting concepts analysts encounter regularly, from dissecting financial statements and calculating essential ratios to understanding unique accounting methods for banks, insurance companies, and mergers. Listeners will hear about efficient strategies for navigating real-world annual reports and interpreting accounting standards across jurisdictions.
Whether you're enhancing analysis skills or starting fresh, these insights provide clear guidance to help you build a strong foundation in accounting. Tune in as we explore how foundational accounting knowledge complements the FMVA for a well-rounded skill set.
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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, to leading finance in dynamic startups. He details his transition to FP&A, tackling budgeting and reporting while navigating the unique demands of the startup world.
Mark’s real-world advice is perfect for anyone interested in learning how various finance functions perform in both established and start-up environments. Tune in for practical career tips and lessons learned along the way!
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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 financial professionals with advanced modeling skills. It focuses on essential practices for protecting and presenting financial models, making them more efficient and secure for long-term use.
We discuss the importance of model protection, including the different levels of safeguarding – from entire file locks to individual cell protection. Additionally, the episode explores practical presentation techniques like row grouping, custom views, and formatting tricks that enhance model usability and professionalism. If you're looking to improve your FP&A model-building skills, this episode is full of valuable insights to help you get there.
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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 School of Management and includes being a former CFO, a published author, and podcast host. His journey began in public accounting, later transitioning to leadership roles at tech startups. Jack’s background in finance ultimately led him to create the CFO Leadership Council, a community that empowers financial leaders across North America.
In this episode, Jack discusses the evolution of the CFO role, emphasizing how CFOs have shifted from simply reporting history to making history. He shares his insights on the importance of community building, mentoring future CFOs, and the challenges CFOs face today, such as managing talent and navigating rapid technological advancements.
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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. Shawn holds a Master's in Business Administration and earned the FMVA Certification from CFI, both of which have been pivotal in shaping his career. He began his career with a degree in electrical engineering but soon transitioned into finance and project management, working with major companies like Ford Motors and Electronic Arts. Currently, he is pursuing a Doctorate in Business Administration (DBA) while running his own consulting firm, Alpha Ray Consulting, which focuses on digital transformation.
During the episode, Shawn shares insights into his passion for lifelong learning and how his diverse background has influenced his career path. He discusses his experiences managing large-scale IT projects, the importance of budgeting and forecasting in project management, and how his FMVA Certification helped him better understand the role of valuation in finance. Shawn also offers valuable advice for those looking to further their professional development and emphasizes the role of motivation and passion in achieving success.
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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 adaptation and perseverance, starting in mechanical engineering before transitioning into finance.
Duncan shares how he leveraged his sector expertise in mining to break into equity research, despite having no formal financial background. He candidly discusses the challenges he faced, from learning on the job to mastering financial modeling, and offers insights into what it takes to succeed in high-pressure finance roles. Whether you're curious about equity research, financial modeling, or considering a career change, Duncan’s story is full of actionable advice and inspiration.
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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 valuation concepts more accessible for learners without extensive finance backgrounds. You’ll hear about the decision to use fictional companies for easier digestion of the fundamentals and the exciting new feature—Grade Your Progress—an innovative tool that guides learners through Excel models with real-time feedback. Tune in to learn about the challenges of valuation, the fundamentals of comparable valuation, and why it's a critical skill for financial professionals at any level!
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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 Consolidation at Nestle Skin Health. He holds several key certifications, including the FMVA from CFI, ACCA with a focus on IFRS, and the PMP from PMI.
Charaf offers insights into his journey through consulting and corporate finance, sharing his experiences with financial consolidation, IFRS conversions, and the challenges of working with large multinational companies. He emphasizes the importance of accepting challenges, continuous learning, and staying adaptable in the fast-changing finance landscape. -
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 skills while focusing on essential monthly workflows for FP&A professionals. Listeners will learn best practices for managing files, rolling models forward, and incorporating both quantitative and qualitative data to drive decision-making.
We also cover key strategies for improving forecasting accuracy and rolling models forward at the end of the fiscal year. If you work in FP&A or are looking to make a shift into an FP&A role, you’ll want to tune in for real-world tips & advice to help refine month-end workflows, enhance forecasting precision, and effectively incorporate qualitative insights alongside the data for more informed decision-making.
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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 investment banking at Regions Bank and William Blair to working on pre-IPO growth equity deals at Blue Owl Capital. Now at one of the top venture firms globally, Alex focuses on Series B and beyond, with a special interest in the role of AI in finance.
Alex emphasizes the importance of embracing curiosity, taking risks, and navigating unexpected career shifts. She offers insights on her transition from finance to tech-focused investment roles, highlighting how each stage of her journey provided valuable experience and growth. Tune in for practical advice and reflections from Alex’s career in finance. -
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 practical methodologies like the asset value approach, comparables, and the dividend discount model.
We dive into why mastering bank financial statements and Basel III regulations is a prerequisite of valuation performance, why traditional valuation metrics like enterprise value don’t apply to banks, global banking comps, insurance companies, and non-bank financial institutions.
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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 highly regarded brand dedicated to demystifying the complex world of finance and helping others break into the industry.
Kristen and Jennifer share their journeys of transitioning into high finance, offering real-world advice for those considering similar career moves. From navigating the challenges of non-finance degrees to leveraging mentorships and the power of perseverance, their stories are full of practical tips for listeners looking to unlock opportunities in finance. Tune in to hear how they started, the myths of working on Wall Street, and their thoughts on why keeping career options open is key to long-term success.
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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’s share count. We explain how failing to account for potential shares that could be issued (like employee stock options or convertible debt) can lead to overvaluing a company’s equity. By breaking down the differences between basic shares outstanding and fully diluted shares, we can begin to see how these complexities can impact financial valuations.
We also discuss how convertible debt and preferred stock can convert into shares and cause dilution. Through practical examples, including a case study on a well-known supermarket chain, we walk listeners through the step-by-step process of calculating the impact of these conversions on the total share count. This approach makes a complex topic more approachable and easier to understand.
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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 valuable experience in London and Vancouver. His career later took him to Omnicom, where he worked in FP&A, partnering with CFOs and CEOs across 25 countries, gaining deep insights into financial planning and business operations. Now a consultant at Bedford Consulting, Iain specializes in implementing and optimizing Anaplan, helping businesses scale their financial planning strategies.
In the episode, Iain shares key lessons from his diverse roles, the trends shaping FP&A today, and the importance of scenario planning and collaboration across organizations. This episode is packed with actionable insights for finance professionals looking to navigate the evolving financial planning landscape.
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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 accounting standards and how they impact financial analysts when comparing companies using different reporting frameworks. We cover essential topics like how to treat lease liabilities and assets on the balance sheet and the implications for financial analysis and valuation.
Whether you're dealing with finance leases, operating leases, or comparing companies across accounting standards, this discussion provides practical tips and real-world examples to help you navigate the complexities of correctly classifying leases, adjusting for different accounting treatments, and ensuring accurate financial reporting. If you're a financial analyst or just interested in understanding the latest insights in lease accounting, this episode is packed with insights to expand your knowledge and improve your ability to interpret financial statements
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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 through high-stakes deals and has built a high-performing firm known for its sector specialization and strategic expertise. Starting his career as a software engineer at IBM, Zane took an unconventional path to finance, eventually becoming a trusted advisor to founders and companies navigating complex capital markets.
Zane shares his journey from tech to investment banking, revealing how deep industry knowledge and relational equity can be the keys to success. He also dispels the myth that there’s only one path into investment banking, offering actionable insights for those looking to break into the industry. You won’t want to miss this featured episode that provides an insider's look at what it takes to thrive in finance.
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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 traditional scenario analysis but also making it more efficient, detailed, and accessible for finance professionals at all levels. The conversation breaks down key components of scenario analysis, the differences between traditional and generative AI, and why these advancements are crucial for those in FP&A and corporate finance roles.
This episode offers a dive into the evolution of finance, providing practical knowledge that can help you leverage AI to improve your financial models and decision-making processes. If you’re looking to stay ahead, you won’t want to miss this episode.
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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 functions.
The conversation explores the impact of AI on finance processes, automation, predictive analytics, and generative AI. Ashok provides insights into how AI transforms finance tasks and the timeline for widespread adoption. We also discuss the potential of AI in decision-making and the future of finance operations.
Tune in for a deep dive into the evolving landscape of finance and AI!
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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, tools, and best practices that can streamline your day-to-day tasks, from data gathering and cleaning to analysis and reporting. Whether you're a seasoned analyst or just starting in the field, you’ll benefit from these insights on how to optimize processes, reduce bottlenecks, and leverage automation to enhance productivity and deliver sharper insights faster. Tune in to discover how to make your BI and data analysis workflows more efficient and impactful.
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