I spent 2 years testing AI on real FP&A work—and it can do far more than write emails. From cleaning messy data and building financial model structures to drafting variance commentary, consolidating budget templates, and catching broken formulas, AI...

If I had to restart my FP&A career from zero in 2026, I’d follow one specific sequence. Accounting fundamentals → Excel → Power BI → financial modeling → business understanding → communication & storytelling → AI. The problem isn’t that...

I’ve spent 2 years using AI on real FP&A work—models, reports, and forecasts. Here’s the honest truth: AI can handle a huge amount of the repetitive work. But every output is still a first draft. It’s fast, confident, and...

Accounting is essential. But what if you want to influence decisions, not just report what already happened? Accounting often focuses on accuracy, reconciliation, and historical results. FP&A gives you the opportunity to use those numbers to help shape what...

Before you answer a single technical question, your FP&A interviewer may already have a first impression of you. Technical knowledge gets you into the interview—but energy, specific enthusiasm, values, and initiative can determine whether you get the offer. Get the...

Does a cheaper FP&A certification mean a weaker certification? Not necessarily. Price and depth aren’t always the same conversation. Some lower-cost programs can still cover financial modeling, budgeting, forecasting, business partnering, and Power BI. This is 1 of 5 FP&A...

Every FP&A interview question has two layers: what the interviewer asks and what they’re actually testing. Take “Budgeting vs. Forecasting.” Knowing the definitions isn’t enough. Interviewers also want to see whether you can explain the difference in plain English...

You can do important work for years—and still never see what your work actually changed. You close the books, file the returns, and make sure every number is right. But what if you want to be closer to the...

A new type of finance role is emerging—and many FP&A professionals aren’t preparing for it. AI, machine learning, and advanced analytics are transforming FP&A. The opportunity lies at the intersection of finance, technology, and business. In this video, I reveal...

Most finance professionals are using AI to write emails. But that’s probably the least interesting thing AI can do for FP&A. AI can clean messy trial balances, draft variance commentary, and help structure financial models in minutes. But don’t treat...

AI may replace some FP&A work—but your job title isn't what determines it. Your work does. If your day is spent pulling numbers and formatting decks, AI can automate a lot of it. But if you're explaining why the...

What if your value as an FP&A professional wasn’t tied to one company? Years of building models, advising leadership, and understanding how businesses work can create something bigger: skills that are portable. Skills that can matter across startups, PE...

If your FP&A resume says “results-driven,” “strategic thinker,” “detail-oriented,” or “strong communicator,” delete them. Recruiters have seen these phrases hundreds of times. In FP&A, vague words can actually weaken your resume because they don't prove anything. Don’t say “detail-oriented.” Show...

Will AI take your FP&A job? After 2 years of testing AI on real finance work, here's what I learned. If your work is mostly pulling numbers and formatting reports, you're exposed—regardless of seniority. But if you can explain...

Starting your finance career from zero in 2026? Don’t start with Excel or Power BI. Start with accounting fundamentals: debits, credits, journal entries, trial balances, and how the three financial statements connect. Here’s the test: Can you explain why revenue...

One FP&A interview question can reveal more than your Excel skills. When an interviewer asks, “What would you do if a stakeholder found an error in your work?”, they're looking at how you handle accountability, diagnose problems, communicate, and...

You can know every number in the budget and still not understand the business. In FP&A, knowing the people behind the numbers—their priorities, challenges, and decisions—is what makes your analysis truly valuable. In this video, I share 5 reasons to...

But when you combine multicurrency reporting, cross-border analysis, and international reporting standards, you become much harder to find—and much harder to replace. This is Path #5 of 7 to building a stronger FP&A career. Watch the full video to...

Your FP&A resume may have only 8 seconds to make an impression. After reviewing 500+ FP&A resumes, one mistake kept showing up: listing responsibilities instead of achievements. “Responsible for budget preparation and variance analysis” describes a job. “Managed a $500M expense...