Josh Aharonoff, CPA

Fractional CFO | Founder & CEO at Mighty Digits | Follow Your CFO Guy for Finance & Accounting tips!

I build tools that make financial reporting effortless — starting with Model Wiz, the Excel-based FP&A platform used by accounting firms, founders, and CFOs. 

I also teach finance and Excel to a community of 400,000+ across YouTube, LinkedIn, and my newsletter. 

When I’m not creating, I work as a fractional CFO helping companies turn their financial data into action.

Check out some helpful resources here:

🔗 www.modelwiz.com - Get beautiful dashboards + forecast right in your excel file

🔗 www.yourcfoguy.com - Learn Finance & Accounting like you’ve never seen before

🔗 www.mightydigits.com - Get hands on support

CEO and Founder

Mighty Digits is a consulting firm specializing in Accounting and Finance services for early stage startups. Services include Financial modeling, Month end Close, AP / AR Management, Payroll, Compliance Filings and more.

I Asked Claude to Build an Excel Dashboard
People keep saying AI can't handle real financial work.

So I gave Claude a prompt to build a department headcount dashboard (Full prompt in the comments)

20 minutes later...

I'm staring at a fully functional dashboard.

→ What I Asked For

A department dashboard where each manager only sees their team's data.

Dropdown selector. Select "Finance" and everything updates.

Auto filtering tables. KPI cards. Cost breakdowns.

→ What Claude Built

Look at the image in the bottom right corner...this is what Claude gave me.

Source table with employees across Finance, Marketing, Sales, Product, Ops.

The dropdown works. Select a department and boom...everything updates.

Filtered table using the FILTER formula. Dynamic arrays that spill based on selection.

KPI cards that calculate automatically from the filtered data.

Cost breakdown by category. Formulas linked properly.

Clean professional structure.

But here's the thing...

→ Then I Made It Mine

The main image shows what happened after a few tweaks.

Brand colors. Some formatting adjustments. A few design touches.

Now it's world class. Presentation ready. Something I could send to executives TODAY.

That's the power here.

Claude handles the heavy technical lifting. The formulas. The structure. The logic.

You bring the polish. The brand. The final touches that make it yours.

→ What Got Me

It understood dynamic arrays and used them correctly.

The FILTER formula isn't basic. Most finance pros spend hours googling tutorials for this.

It structured everything right from the start. No trial and error. No debugging formulas.

The design thinking... KPIs at top, details below, breakdown on side. Exactly how I build them.

→ Here's What I Keep Thinking

My whole career, I've believed Excel is the most important skill in finance.

Still do.

But with tools like this? You can cut the learning curve MASSIVELY.

You don't need months mastering advanced formulas. Skip straight to using them.

Focus on the business know how. What does this dashboard need to show? What decisions will it drive?

If you know WHAT you want and WHY it matters...Claude handles the HOW.

That's not replacement. That's amplification.

→ The Real Shift

If you implement this in your workflow...use it step by step like a coach handling technical execution while you guide strategy...

That's where it gets powerful.

Every finance team rebuilds the same stuff. Headcount dashboards. Budget trackers. Revenue breakdowns.

The repetitive setup? Claude does it in minutes.

You bring the context. The judgment. The customization.

Transform your financial workflows with Claude, get started at https://lnkd.in/efHYM8VD

What dashboard should I build next?

#ClaudePartner

This post is sponsored by Anthropic.

Brand partnership • The Guy Behind the Most Beautiful Dashboards in Finance & Accounting | 450K+ Followers | Founder @ Mighty Digits

Lionpoint Group (an Alpha Group company)

Partner

Associate Director

Senior Manager

Manager

Lionpoint Group is a global advisory firm with a unique focus on investors in alternative investments. We assist clients in achieving operational efficiencies and excellence through structure, process and technology. We provide project-based services in several key areas including business consulting, technology solutions, and end-to-end operational improvement.

Senior Consultant

Koyfin

Fintech startup with a focus on building sophisticated and user-friendly investment research tools available at a fraction of the cost of existing premium tools.

Analyst

Cerberus Capital Management

	Utilize various valuation methodologies, including DCF, liquidation, and comparable company analysis to propose valuation changes to a $13 billion direct lending portfolio 
	Report portfolio companies covenant metrics and various components of their credit agreements, as well as an industry and company related news events, to both our investors and auditors 
	Implemented a new software that helps aggregate and automate all deal related information, which ultimately helped resolve data integrity issues across multiple departments and enabled senior management to track and analyze our portfolio companies in real time  
	Liaison to PwC, Houlihan Lokey and Duff & Phelps with respect to their semi-annual audit of our valuation process 
	Work on a small entrepreneurial team with a focus on a broad array of transactions including restructurings, refinancings, liquidations, dividend recaps, and M&A

Middle Market Lending Valuations 

Morgan Stanley

Cash Management Analyst

Morgan Keegan - Financial Sponsors Group

• Assisted the healthcare investment-banking group with creating various 5-year financial projections for the pitch book of a behavioral healthcare services company which eventually sold for 6x EBITDA at $30 million
• Produced industry and company research to put into pitch books, such as researching the potential effects of the Patient Protection and Affordable Care Act
• Developed a CRM which integrated the Capital IQ system with our excel database of over 600+ customer, that is now being used nationwide by all employees in the Morgan Keegan financial sponsors group

Internship

YU Apartment Maven

· Created a niche brokerage house which deals exclusively with buildings in the
      Washington Heights area of New York City
   · Marketed services by distributing flyers and networking with community leaders such as
      the priests in the local churches and local social workers
   · Expanded list of client buildings through word of mouth and currently supervise three
      brokers whom work for me

Owner/Founder

Investment Banking Institute

•	Performed company valuations utilizing (i) comparable public company analysis, (ii) precedent transactions analysis and (iii) discounted cash flow (DCF) analysis 
•	Built fully-integrated financial statements projection model, LBO model, accretion/dilution merger models, including ability to run operational and capital structure sensitivities within models and data tables for sensitivity analysis

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