Tag: fpa

After 30+ tools, what stuck: the AI tools for FP&A I use daily, the ones I abandoned, and the five questions I ask before adopting anything new.

What the FP&A to CFO career path teaches: from intern at GM to CFO, the models that broke, and why the job was never building the plan.

I sent my best FP&A manager to deposit checks. A month later, 75% of the manual work was automated. A playbook to automate FP&A manager tasks.

Claude for Excel, connectors, plugins and skills, explained for finance pros: what works today, what's still clunky and what to set up first.

100 AI tips for finance professionals, from actual workflows, not theory: setup, prompting, forecasting, board prep and the 15-minute rule.