The skills you need for a $400k finance role: 15 years’ CPA experience, and then this: "Demonstrated experience using generative AI tools." 5 years ago, that line wasn't on any job description. Today it's on the highest-paying ones. In 2 years it'll be on all of them. So, to make sure you don’t fall behind in your career, join me for this free 60-min masterclass. I'll show you: How to build a 5-year, 3-scenario model in minutes (and use it in a board meeting as a live tool) How to...
5 days ago • 7 min read
Now I just ask ‘how’s my day?’ Last week I spoke to David. He’s the CFO of a Northern California warehousing company. And he joined my AI Finance Club because he needed a roadmap. In the call, I gave him my quickest win to start - An AI Clone of myself and my tasks. I just say 'how is my day' and it pulls files, reads my emails, and builds a cockpit. I have at the top my three actions. Key figures compared to last year and last month... the top customer, the mix, the AR aging, all of this -...
9 days ago • 4 min read
Excel is no longer 'safe' Too many finance pros think they are safe because they know Excel. But knowing Excel - and not using AI - puts you in danger. A finance pro who has just the minimum of Excel knowledge - and knows how to use AI - will beat someone who only knows Excel really well. So knowing both Excel AND how to use AI makes you hard to replace. Join me tomorrow where I will show you the new way to use both AI and Excel. So you can become the AI finance pro nobody can keep up with....
12 days ago • 5 min read
The worst day of finance in my life When I was leading a finance team, three people left on retirement inside a very short time. The work we left over - because we just did not have the time - was the receipts. Then one day people from all over the company started knocking on our door, because they didn't get their money back. So the whole team went into one office and we processed the pile by hand. It was the worst day of finance in my life. That was maybe 10 years ago. We had a bit of OCR...
16 days ago • 8 min read
Which AI tool is best? I've been getting this question since years, in almost every training I run: which tool is the best? So, tomorrow - to help you answer this - I will give you the specific workflow I give CFOs to decide which tool is best. Based on the tools you are using already. Plus, you'll see 7 AI use cases and tricks my community of 3,551 members is using to become the go-to AI expert in Finance. On top - you’ll get My 100 AI in Finance tips handbook delivered straight after...
19 days ago • 2 min read
“Should I be using ‘Edit with Copilot’ in Excel?” This was asked by Anna, a Finance Leader, in my community. It’s one of the many Microsoft features finance pros aren't using. Because they're worried about licenses or usage costs. So on Monday I will show you how to Master Microsoft Copilot in Excel, PowerPoint, and beyond with Ramp. In 60-Mins, you will learn how to: Get messy finance data analysis-ready Spot trends, variances, and outliers (without formulas or code) Turn analysis into board...
23 days ago • 7 min read
Your AI dashboard will fail without 2 things: Accurate data to de-risk decisions. And a good deck to win over your peers. Most of you are using Microsoft Copilot, but only 20% of its capability. So on Monday, I will show you how to Master Microsoft Copilot in Excel & PowerPoint. In 60-Mins, you will learn how to: Clean messy data: Get raw finance data analysis-ready Analyze finance data: Spot trends, variances, and outliers Create board-approved slide decks: Turn analysis into a branded...
26 days ago • 5 min read
AI Finance Club Free Masterclass - How to Become an AI CFO Join me next Tuesday to see 7 AI methods (plus my own personal lessons) finance pros in my community of 3,509 are using to; save 2 hours per day, win more fractional work, and land better jobs. Save Your Free Spot 6 Lessons from my own business Two weeks ago I did something I don't usually do. I got on a call with more than 80 people from my AI Finance Club, and before I even started sharing my screen, I told them: this is...
30 days ago • 5 min read
Watch me build AI agents for your chance to join the club OpenAI released ‘ChatGPT Work’ this month. Matching Claude. But 90% of finance pros are still not using the agentic capability of AI to get ahead in finance. To help you - this Thursday, I’m building 3 agents live with David (CEO at Expensify). We’ll be getting AI to match card statements, clean up messy receipts and e-mail chasers. All automatically. On top, I’m giving away a free annual membership to my AI Finance Club. So to learn...
about 1 month ago • 6 min read