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

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

Episode 2 Published 1 year, 8 months ago
Description

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. 

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