I teach Finance Teams how to use ChatGPT - Keynote speaker on AI for Finance & FP&A

For AI Finance Trainings and Workshops:

✉️ Contact me here: hello@nicolasboucher.online

About me:

Finance Thought Leader specialized in AI, trained more than 5,000 people and on a mission to help more than 1 million finance professionals.

I teach finance people how to use AI.

You can also book me as a keynote speaker.


My previous roles:

🏭 Thales (Germany):
2022-23: Senior manager controlling role for the Transportation business (€500 million business)
2018-22: Part of the management and led the Finance and Controlling team of a production site (400 people) specialised in producing Traveling Waves Tubes for Satellites
2016-2018: Head of Finance Transformation

👨‍💻 PwC:
2014-2016: Audit Manager in PwC Luxembourg
2012-2014: Audit Manager in PwC Singapore
2009-2012: Auditor in PwC Luxembourg


My experience:

Living in 5 different countries across 3 different continents (France, USA, Luxembourg, Singapore and Germany) gave me the capacity to integrate myself quickly and understand different local and working cultures.

Worked 8 years for Thales, an engineering and industrial french multinational.
I had finance manager roles and was part of the management of a 400 people production site.

Prior to that, I worked 7 years as an auditor and consultant for PwC in Luxembourg and Singapore.


My private life:

I am married and a happy father of two young daughters. We both learn from each other and we enjoy reading french books together and play outside.
When I am not busy with my daughters, I am exercising, cooking and spending quality time with friends.
Finally, traveling and tasting new food are some of my favorite experiences. But if you ask me where is the most beautiful place and where can we find the best food in the world, I have only one response: my hometown, Brittany in France.


My Specialties:

-Finance & accounting
-Controlling, budgeting & forecasts
-FP&A
-ChatGPT
-AI
-Storytelling
-Cross-cultural management, coaching and training
-Cost reduction
-Management
-Analytics, Business Performance and Activity Dashboard
-Audit & controls
-Business Processes Modelling
-Financial Statements and Cash Flow
-Business Intelligence
-Fluent in French (native speaker), English & German

Hashtags:
#finance #controlling #accounting #management #cfo #cash #budgeting #forecasting #chatgpt

https://nicolasboucher.online

Top 23 Excel Formulas
👉 Download the High-Resolution PDF: https://lnkd.in/gJHffp_8

10x your productivity with these 23 Excel must-know formulas:

1. SUM
Adds all numbers in a range

=SUM(A1:A9)
Add values from cell A1 to A﻿9

2. AVERAGE
Calculates the average of numbers in a range

=AVE﻿RAGE(B1:B9)
Averag﻿e of B1 t﻿o B9

3. ROUND
Rounds a number to a specified number of digits

=﻿ROUND(C1;2)
Round C1 to 2 decimal places

4. MIN
Identifies the lowest number in a range

=MIN(D1:D9)
Find the min﻿im﻿um in D1 to D9

5. MAX
Finds the highest number in a range

=MAX(D1:D9)
Get the maxim﻿um v﻿alue in D1 to D9

6. COUNT
Counts th﻿e number of cells that contain numbers

=C﻿OUNT(F1:F9)
Count numeric cells in F1 to F9
*It only counts the numerical inputs

7. INDEX
Returns a value in table based on row & column number

=INDEX﻿(K1:L10,2,3)
For the value i﻿n the 2nd row & 3rd column from the range K1:K10

8. MATCH
Searches for a value and returns its relative position

=MATCH﻿(L1,M1:M9,0)
To find L1's p﻿osition from the range M1:M9

9. VLOOKUP
Searches for a value in the first column of a range

=VLOOKUP (G1,H1:H10,2,FALSE)
To find G1 in H1:H10

10. HLOOKUP
Searches for a value in the top row of a table

*Number of rows that contains the data you want to retrieve

=HLOOKU﻿P(I1,J1:S2,2,FALSE)
To f﻿ind I1 in the top row J1:S2

11. XLOOKUP
Finds a value in one range & returns a result from another

=XLOOKUP(A7,A2:A4,B2:C4)
To find A7 in A2:A4 & return the corresponding value from B2:C4 if a match is found

12. COUNTIF/COUNTIFS
Counts cells that meet a condition

=COUNT﻿IF (N1:N9;">5")
To count cells greater tha﻿n 5

13. COUNTA
Counts non-empty cells

=COUNTA(O1:O9)
To coun﻿t all non-em﻿pty cells in a range

14. SUMIF / SUMIFS
Counts non-empty cells

=SUMIF(﻿P1:P9,">5")
Add cells that meet a condition

15. FILTER
Returns values based on specific condition(s)

=FILTER(T1:T4,U1:U4="Yes","No match")
Filters where U1:U4 = "Yes".


15. IF / NESTED IFS
Performs conditional tests

=IF(R﻿1>5;"Yes";"No")
For sim﻿ple cond﻿itions

Note:

IF: 1 variable
IFS: multiple variables

=IF(test, true, false)

=IF(test1, true, IF(test2, true, false)
Nested IF

=IFS(test1, true, test2, true, test3, true)

16. CONCATENATE
Joins two or more text strings

=C﻿ONCATENATE(T1," ",T2)
Com﻿bine first name and last name in one cell

20. LEFT/RIGHT
Extracts characters from the start/end of a text string

=LEF﻿T(U1;5)
Excel

=RIGHT(U1;5)
Class

21. MID
Extracts characters from the middle of a text string

=MID(V1;7;7)
7 characters starting from the 7th => Mastery

22. TEXT
Converts a value to text in a specific number format

=TEXT(V1;”MMM-YY")
7/02/2024 => Feb-24

23. IFERRROR
Returns a custom result if a formula errors out

=IFERROR(W1,"0")
Give 0 as output, instead o﻿f "# div" error

👉 Don't forget to get your free copy here: https://lnkd.in/gJHffp_8

🔁 Repost to help others master Excel faster

Nicolas Boucher

I teach Finance Teams how to use AI - Keynote speaker on AI for Finance (Email me if you need help)

Isaiah Mayrant

EBITDA Explained to Kids
👉 Free Ebook "Accounting explained to kids" here: https://lnkd.in/ejDJ9tk5


EBITDA explained to Kids

Explanations for kids... and adults!

💰 What is EBITDA?

EBITDA stands for:
Earnings
Before
Interest
Taxes
Depreciation
Amortization

It's a financial metric that shows how much money a company makes before taking into account certain expenses.


❗️ Why is EBITDA important for Businesses?

EBITDA is important because it gives businesses an idea of how much money they're generating from their operations.

This is useful for investors and lenders who want to know how profitable a company is.

It’s like a scorecard to know how much money a company is making.


💸 How is EBITDA calculated?

To calculate EBITDA, you need to start with a company's revenue and subtract its cost of goods sold.

Then, you subtract its operating expenses (like salaries and rent).

This gives you the company's EBITDA.


👧🏼 Example:

Let's say you and your friends sell lemonade from a stand.

You make $20 selling lemonade, but you spent $5 on lemons, sugar, and cups.

You also spent $5 on flyers to advertise your lemonade stand.

To calculate your EBITDA, you would start with the $20 you made selling lemonade and subtract the $5 you spent on lemons, sugar, and cups.

This leaves you with $15. Then, you would subtract the $5 you spent on advertising.

This leaves you with an EBITDA of $10.


🔼 EBITDA vs Net Income

Imagine that on top of your expenses of your lemonade stand you have to pay taxes (for example to be allowed to sell on the street).

Imagine as well that you need to put money aside to invest in a new machine or a new stand because your machine is getting old.
This is called depreciation.

In EBITDA, you don’t take into consideration these expenses.

But the net income is what remains as profit after all these expenses are taken into account.

👉 Do you have other examples?

👉 Take your Free Ebook "Accounting explained to kids" here: https://lnkd.in/ejDJ9tk5

Share this example around with kids… and adults!

FREE FINANCE COURSES
👉 Enroll in my 30-day career program to get them: https://lnkd.in/eVraSiMa

Learn Accounting, FP&A, Treasury and Tax for Free

More than 10,000 people have already received this free resource.

What is FCA?

The Finance Career Accelerator.

A 30-day free program to accelerate your career in Finance.

This list of free resources is just one example of what my students receive.

If you participate, you will get the links to these free courses in Day 4:

1. ACCOUNTANTS
Understanding Accounting Principles: An in-depth understanding of accounting standards like GAAP or IFRS is essential.

Financial Reporting: Preparing balance sheets, income statements, and cash flow statements are daily tasks.

Accounting Software Proficiency: Being adept at using accounting software such as QuickBooks can streamline your work.

2. FP&A ANALYSTS
Financial Modeling: Proficiency in building and interpreting financial models is a must. CFI's Free Financial Modeling Guide.

Data Analysis: Strong skills in analyzing and interpreting complex financial data are crucial. Microsoft's Data Analysis course.

FP&A General skills: Budgeting, Analysis & Business partnering is what you need to master as FP&A. My FP&A Guide.

3. CONTROLLERS
Complex Accounting Problems: Dealing with complex accounting situations is a regular part of a controller's role. Get a deeper understanding of accounting standards. US GAAP and IFRS Free Course from Deloitte.

Cost Accounting & Management: Controllers often need to manage costs and make decisions that affect the company's expenses. Brush up your knowledge with AccountingCoach's Cost Accounting.

Financial Reporting and Analysis: Controllers are responsible for financial statement preparation and analysis. Enhance your skills with an Introduction to Financial Statements.​

4. TREASURERS
Cash Flow Management: Cash management is a top priority for treasurers. Investopedia's Cash Flow Management guide can get you started.

Investment Decisions: Understanding how to manage investments in money markets is key. Check out NY Institute of Finance: Money Markets, FX and Time Value of Money.

Risk Management: Mitigate financial risks with hedging, diversification, etc. Learn more from Intro to Credit Risk Management.

5. TAX ANALYSTS
Tax Laws and Regulations: Deep knowledge of federal, state, and local tax regulations is critical. Learn more from the IRS's Tax Training resources.

Tax Planning: Ability to plan and strategize to minimize tax liabilities. Investopedia's Tax Planning Basics.

Tax Software Proficiency: Software like TurboTax can help manage tax filings more efficiently. Explore TurboTax's Tax Learning Center.

👉 Make sure to enroll if you want to get my curation of the best free finance courses on Day 4 of the program.

Arthur Grig

Top 100 Excel Tips
👉 Download my High Resolution PDF here: https://lnkd.in/enCqktm6

10x your productivity with these powerful Excel tips

Bookmark this, and you'll save 1,000 hours!

If you think you know Excel well, I bet you will still learn something new in the Advanced table (items 76 to 100).

What do we cover?

A list of tips that all professionals need.

Here is a preview:

SHORTCUTS
1. Hide a column – Ctrl + 0
2. Insert a new worksheet – Shift + F11
3. Navigate to cell A1 – Ctrl + Home
4. Create a pivot table – Alt + N, V
5. Merge cells – Alt, H, M, C

FORMULAS
1. Sum a range of cells – =SUM(range)
2. Find maximum value in a range – =MAX(range)
3. Concatenate text – =CONCATENATE(cell1, cell2)
4. Use VLOOKUP – =VLOOKUP(lookup_value, table, col_index, [range])
5. Count cells with numbers – =COUNT(range)

FORMATTING
1. Center-align text in a cell – Home > Alignment > Center
2. Format cell as currency – Home > Number Format > Currency
3. Apply bold text – Home > Bold or Ctrl + B
4. Rotate text in a cell – Home > Alignment > Orientation
5. Add conditional formatting – Home > Conditional Formatting

ADVANCED
1. Remove duplicate rows – Data > Remove Duplicates
2. Create a drop-down list – Data > Data Validation
3. Split text into columns – Data > Text to Columns
4. Highlight changes in a workbook – Review > Track Changes
5. Create a waterfall chart – Insert > Charts > Waterfall

👉 Get the full collection in HD PDF here: https://lnkd.in/enCqktm6

Top 100 Excel Shortcuts
👉 Download the High Resolution PDF: https://lnkd.in/dXhJ4HvF

Make yourself 2x more productive in Excel

100 shortcuts ranked from Basic, Intermediate, Advanced, and Underrated

Like, Bookmark this and Share it.
Thousands of hours will be saved!

If you think you know well Excel, I bet you will still learn something new in the Advanced table (items 51 to 75).

What do we cover?

A list of essential Excel shortcuts for professionals.

Here is a preview:

🟠 Basic

1. How to copy text?
Ctrl + C

2. How to cut text?
Ctrl + X

3. How to paste?
Ctrl + V

4. How to undo?
Ctrl + Z

5. How to redo?
Shift + F11

(get the answers 6-25 in the Cheat Sheet below)

⚪ Intermediate

26. How to autosum?
Alt + =

27. How to fill down?
Ctrl + D

28. How to fill right?
Ctrl + R

29. How to do flash fill?
Ctrl + E

30. How to insert hyperlink?
Ctrl + K

(get the answers 31-50 in the Cheat Sheet below)

⚫ Advanced

51. How to show / hide ribbon?
Ctrl + F1

52. How to create custom view?
Alt + W + C

53. How to paste special (values only)?
Ctrl + Alt + V > V

54. How to change font format?
Ctrl + Shift + F

55. How to goal seek?
Alt + A + W + G

(get the answers 56-75 in the Cheat Sheet below)

🔵 Underrated

76. How to move to the next open workbook window?
Ctrl + F6

77. How to move to the previous open workbook window?
Ctrl + Shift + F6

78. How to insert current date and time?
Ctrl + Shift + :

79. How to paste values & formatting only?
Ctrl + Alt + V > T

80. How to apply or remove cell wrap?
Alt + H + W

(get the answers 81-100 in the Cheat Sheet below)

📥 Get the full HD cheatsheet for free: https://lnkd.in/dXhJ4HvF

🔁 Repost to help your team get faster in Excel

💬 Which shortcut do you use most? Drop it below

Best AI Accounting Tools

👉 Download my full list here: https://lnkd.in/eqsg6x_W

Most finance teams still think “AI for accounting” = asking ChatGPT a question

Meanwhile, specialised tools are already taking over:
1. Audit tests
2. Postings
3. and reconciliations

As a corporate trainer on AI for Finance,
I spend a lot of time testing tools so my clients don’t have to

If you lead accounting, you can already plug AI into your processes today:
from expense reports to revenue recognition.

That’s why I mapped the best AI accounting tools in one visual:
1. Audit
2. Expense Management
3. Accounts Payable
4. Accounts Receivable
5. and Accounting Automation

Here’s what’s inside:
1. Audit
Tools like Datasnipper and Trullion to read documents, test details, and automate revenue and lease accounting

2. Expense Management
Ramp, Moss, Rydoo, Yokoy and others to capture receipts, categorise spend, and enforce policies in real time

3. Accounts Payable
Appzen, Routable, Vic .ai and more to read invoices, match POs, and route approvals with far less manual work

4. Accounts Receivable
Nanonets, HighRadius, Glean .ai, Zenskar, CollectAI, Extend, Paymefy and others to predict cash, chase payments, and reduce DSO

5. Accounting Automation layer
Numeric, Numra, Puzzle, Truewind, Zeni and more to automate bookings, reconciliations, and month-end close for SMEs and SaaS companies

6. Workflow and documentation
Docyt, Dokka, FloQast, Campfire, Gridlex, Booke .ai, Bookkeeping.ai, Emagia and others to connect your GL, documents, and checklists


Plus: my full list of 100+ AI tools for finance
A curated list with all links, so you can go from “I’ve heard of this tool”
to “I’ve tested it in my process”

👉 Download the full cheat sheet with my Top 100 AI Finance tools!
https://lnkd.in/eqsg6x_W

AI in accounting is a menu of concrete tools you can plug into one process at a time

Which tool or category would you add to this list?

The CFO’s shortcut to understanding EBITDA

+ Free Mega Finance Guide: https://lnkd.in/eVnE6mr3

A finance manager I coached last week was drowning in metrics during a board preparation

But one number kept coming back on every slide: EBITDA
and nobody agreed on what it really meant.

Here’s the moment he realized:

He wasn’t dealing with a profit metric

He was dealing with a signal of operational performance

If you’ve ever been in that position, this is for you.

Here’s what’s inside:

1. What EBITDA actually is
Earnings before interest, taxes, depreciation, and amortization - a clean view of core operations

2. Why CFOs rely on it
Strips out financing noise so you can compare companies without capital structure distortions

3. How to calculate it
Start with Net Income → add back interest, taxes, depreciation, and amortization

4. EBITDA vs. Net Income
One shows operational performance; the other shows the final profit after everything

5. Its biggest limitations
Doesn’t include CapEx, hides debt burden, and can overstate cash flow

6. When to use EBITDA
Useful for comparing companies in the same industry or valuing with multiples

7. When NOT to use it
Not great for cash flow analysis, cross-industry benchmarking, or assessing true profitability

8. Your mental model
EBITDA = performance of the engine
Net Income = performance of the whole car

EBITDA is a powerful metric, but only when you know precisely what it signals and what it hides

👉 Free Mega Finance Guide here: https://lnkd.in/eVnE6mr3

Which point will you try first?

🔁 Repost to help your team work faster

Pinakin Patel

Top 100 KPIs (I wish I knew them sooner)
👉 Download your PDF copy here: https://lnkd.in/drNX_va6

Most finance teams drown in metrics but miss the few KPIs that actually move the business.

I’ve created this Top 100 KPIs collection every finance team should know across 10 categories that cover the full finance spectrum:

1. Accounting KPIs
Days Sales Outstanding (DSO), Days Payable Outstanding (DPO), Days Inventory Outstanding (DIO), and the full Cash Conversion Cycle
→ These show how efficiently you manage working capital and operations

2. Cash KPIs
Operating Cash Flow, Free Cash Flow, Cash Burn Rate, Runway, and Liquidity Ratio
→ Track how long your business can survive and when to act

3. CEO KPIs
Revenue Growth, Gross Margin, EBITDA, Net Profit Margin, and ROI
→ The metrics every CEO and board watch first

4. SaaS KPIs
MRR, ARR, CAC, LTV, Churn Rate, and Payback Period
→ If you run a subscription model, these define your business health

5. Investor KPIs
Earnings per Share, ROE, ROA, Debt-to-Equity, and P/E Ratio
→ Metrics that signal financial strength and investor confidence

6. Headcount KPIs
Revenue per Employee, Cost per Hire, Turnover Rate, and Productivity Index
→ Connect finance and HR to improve efficiency and retention

7. Capex KPIs
Capex to Revenue, Capex ROI, Depreciation %, and Asset Turnover
→ Reveal how well you invest and utilize company assets

8. Balance Sheet KPIs
Current Ratio, Quick Ratio, Debt Ratio, and Working Capital
→ Essential for liquidity and solvency checks

9. Tax KPIs
Effective Tax Rate, Deferred Tax %, and Tax Liability to Revenue
→ Track the real cost of taxation and compliance performance

10. Inventory KPIs
Inventory Turnover, Stockout Rate, and Holding Cost %
→ Keep cash flow healthy and avoid overstock or shortages

This is the checklist I wish I had as a Finance Manager and CFO

Use it to:
✅ Select the KPIs that truly drive your business
✅ Assign owners and targets
✅ Review them monthly and make decisions faster

Save this post for your next board or planning session.

If you want the PDF of my Ultimate Finance Cheat Sheet in addition to the 100 KPIS collection, comment "cheat sheet" below and I will send it to you.

What is CapEx?
👉 Download my Ultimate Finance resources: https://lnkd.in/e7DPs84q

The Ultimate Breakdown for Finance Teams

CapEx is one of those concepts everyone thinks they understand…
Until they have to explain it in a board meeting

“CapEx looks simple… but it’s where most teams make the wrong calls”
Here’s the post that fixes that

CapEx matters because it shapes:
• Your growth story
• Your asset health
• Your company valuation

But most confusion comes from how to calculate it, when to use it, and how it differs from OpEx

Here’s what’s inside the infographic:
1. What CapEx actually is
Funds used to acquire, upgrade, or maintain long-term assets
Not day-to-day expenses. Capitalized on the balance sheet

2. Why it’s crucial for businesses
• Indicates growth and reinvestment
• Maintains aging assets
• Impacts Free Cash Flow and valuation

3. How to calculate CapEx
PP&E (current) – PP&E (prior) + Depreciation
Or pull it from Investing Cash Flow

4. CapEx vs. OpEx
CapEx = long-term, capitalized, depreciated (trucks, buildings, patents)
OpEx = daily operations, fully expensed (rent, salaries, utilities)

5. Limitations of CapEx
• Huge cash drain
• Risk of asset impairment
• Inflated earnings quality

6. When to analyze CapEx vs. when NOT to
✔ High-heavy industries
✔ Free Cash Flow analysis
✔ Expansion strategy
✖ Early-stage startups
✖ Short-term liquidity checks
✖ Lease vs. Buy distortions

If your team misunderstands CapEx, you’ll misread cash flow, misjudge performance, and mislead investors

This infographic fixes that in 60 seconds

👉 Download my Ultimate resources for finance pros here: https://lnkd.in/e7DPs84q

💬 Want me to make an OpEx version next?

🔁 Repost to help another finance pro understand CapEx

Thomas Duchaussoy

Month-End Checklist
👉 Download your copy of this free template: https://lnkd.in/ea44n6R8

Preparing for the closure of the month is exhausting

In my career, I've done it many times

That's why I am sure that the checklist I crafted will save you valuable time

This checklist is made around the main processes of accounting and reporting.

What's inside?

53 checkpoints on:
• General Ledger & Journal Entries
• Payroll & Benefits
• Compliance & Internal Controls
• Inventory & Cost of Goods Sold
• Miscellaneous
• Accounts Receivable
• Taxes
• Accounts Payable
• Financial Reporting
• Final Review & Approval

What will you get?

By using a month-end checklist, you can:
• Close your books accurately and on time.
• Identify and correct any errors or omissions.
• Organize the tasks among all team members.

👉 What would you add?

Download the checklist here: https://lnkd.in/ea44n6R8

25 ChatGPT tips you don't know

👉 Even more ChatGPT tips here: https://lnkd.in/eMBGb2iU

Want to get 10× more out of ChatGPT?

Or you want something new to try today?

I’ve compiled 25 advanced tips I actually use — and I’m sharing them all below:

25 Advanced ChatGPT Tips

1. Obtain Image ID for Similar Images – Use the image’s ID to reference or replicate its style/format

2. How to Prompt o1 – Keep prompts simple & direct, avoid chain-of-thought, use delimiters, limit context in RAG

3. Create a GPT – Build a custom GPT or tailor system instructions to your niche

4. Chain Prompts for Complex Tasks – Break big requests into sequenced sub-prompts

5. Use Role-Playing – Ask ChatGPT to act as a CFO, developer, recruiter, etc

6. Ask for Counterarguments – Stress-test answers by requesting opposing views

7. Refine with Iteration – Keep clarifying and nudging until the output sings

8. Automate Tasks with APIs – Pipe responses into Zapier, Make, or custom scripts

9. Request Visual Suggestions – Let GPT sketch layouts, tables, slide themes, or UI ideas

10. Generate Frameworks – Get step-by-step blueprints (e.g., budgeting, onboarding)

11. Analyze Sentiment – Paste text and have GPT rate tone, mood, or polarity

12. Generate Markdown – “Format this in Markdown for my README” — instant docs

13. Create PowerPoint via ChatGPT – Ask for slide outlines (specify 16×9 or 4:3)

14. Explore GPTs – Search the GPT Marketplace before reinventing the wheel

15. Simulate Conversations – Rehearse interviews, sales calls, or client Q&A

16. Generate JSON or XML Outputs – Convert data directly into dev-ready formats

17. Canvas Functionality in ChatGPT – Co-edit docs or designs in a shared canvas window

18. Custom Instructions – Set preferred tone, context, and constraints once

19. Projects Functionality in ChatGPT – Keep files, chats, and tasks grouped by project

20. Memory Setting in ChatGPT – Store key facts so GPT remembers next time

21. Tasks Functionality in ChatGPT – Schedule recurring actions (e.g., monthly reports)

22. Socratic Prompting – Use probing questions to push deeper reasoning

23. Agent Prompting – Assign explicit roles/tasks for specialized outputs

24. Meta-Cognition – Tell GPT to critique and improve its own response

25. Team Prompting – Orchestrate multiple AI “personas” to solve one problem

💭 Which tip are you testing first? Tell me below

👉 You learned something new? You can learn even more with this downloadable Top 100 ChatGPT tips here: https://lnkd.in/eMBGb2iU

100 visualization methods in one PDF
👉 Download your free guide: https://lnkd.in/dYTYt4kj

This free guide shows 100 ways to visualize data

Here’s your ultimate cheat sheet - 100 powerful ways to visualize data, categorized by type and purpose:

📈 Trend

📊 Composition

🌍 Geospatial

🔍 Correlation

📦 Distribution

📉 Deviation

💡 Concept

📅 Time Series

… and many more.

From bar charts to violin plots, Sankey diagrams to sunbursts, this is the go-to guide to make your insights clearer, persuasive, and actionable.

Perfect for analysts, finance pros, product managers, and anyone presenting data

Save this. Bookmark it. Share it with your team.

👉 You can download the HD version here: https://lnkd.in/dYTYt4kj

Which chart type do you use most often? And which one are you excited to try next?

ChatGPT vs Copilot 
👉 Download my 100 ChatGPT Tips: https://lnkd.in/e6VC4Rhq

Which GenAI should you actually use: ChatGPT or Copilot?
That’s a question I get a lot

That’s why I created this guide for you.

Here are my clear rules on which one to choose:

1 - INDIVIDUALS & SMALL BUSINESSES

You’re an individual or small business, not fully in Microsoft or Google?

Recommendation: ChatGPT (take the Teams license if you’re a small business; it has enterprise-grade security and is SOC2 Type II compliant).

It has the best functionalities, best interface, and always ships innovative models first.

Drawback: it's not yet fully connected with your business data (though it's improving with connectors to Google Drive, Calendar, OneDrive, and Outlook).

This is the one I use for my team and me.


2 - BUSINESSES USING MICROSOFT

You guessed it: Copilot.

Why?
Because Copilot 365 with Microsoft 365 brings AI directly to your work data.

This is Copilot’s most underrated feature and the main reason to choose it if you’re a Microsoft shop.

Try this:
Step 1. Switch to "Work" mode
Step 2. Type "/" in Copilot and access a doc
Step 3. Enter the file name
Step 4. Ask Copilot to perform a task on it
Step 5. AI works with real context from your files

That’s a huge advantage over ChatGPT or tools not connected to your work data, where you need preliminary steps to provide context

If you already trust Microsoft with Outlook and Excel online, Copilot makes perfect sense:
- No extra vendor to manage
- Your confidential info stays in Microsoft’s security graph (the same Copilot uses)
- No separate user/license management (it’s tied to Microsoft 365)

And Copilot is just getting started
I got insights from Microsoft Teams telling me that they are working to integrate AI deeper, with more promising features coming soon

Bottom line
Choose based on where your work lives, not the hype
Tell me which one is your favorite one and why

👉 Download my 100 ChatGPT Tips: https://lnkd.in/e6VC4Rhq

CEO vs CFO vs COO vs CIO vs CMO vs CRO
→ Download my free business frameworks ebook: https://lnkd.in/egNXtUFN

They sound impressive
but what do they actually do?

I broke it down in one visual below

Here’s a sneak peek at what each role owns
As well as the first 5 rows of the comparison

See the full comparison in the image below

1. CEO → Strategy, growth, vision, investors, expansion
CEO leads the company
CEO drives strategy, growth, and innovation
CEO represents the company to stakeholders & is the public face
CEO sets corporate values
CEO drives global expansion

2. CFO → Financials, performance, risk, profitability
CFO manages finances
CFO ensures stability and establishes discipline
CFO reports financials to the board and shareholders
CFO sets financial benchmarks
CFO optimizes existing markets

3. COO → Daily ops, resource planning, execution
COO oversees daily operations
COO implements the strategic initiatives
COO coordinates departments for smooth execution
COO aligns operational processes with said values
COO manages operational aspects of market penetration

4. CIO → Tech stack, security, data
CIO defines & leads the company's tech strategy
CIO oversees IT infrastructure and systems
CIO ensures technology aligns with business goals
CIO manages cybersecurity and data protection policies
CIO establishes IT Governance & IT Budget (CAPEX, OPEX)

5. CMO → Brand, demand gen, customer journey, messaging
CMO leads marketing strategy & brand position
CMO drives brand awareness & customer acquisition
CMO represents the brand across channels and media
CMO sets brand voice and messaging tone
CMO plans market penetration campaigns

6. CRO → Revenue growth, monetization, customer value, sales performance
CRO drives revenue growth
CRO monetizes strategic initiatives
CRO reports revenue metrics to the board & stakeholders
CRO sets revenue targets & quotas
CRO crafts revenue models for market penetration

This visual will give you instant clarity on who does what at the top

🔁 Repost to help your network understand the C-suite

Free CV Template
👉 Download your copy here: https://lnkd.in/eUU6cZxS

I have reviewed 1000s of CVs

Here are my top 10 tips:

1️⃣ Add a Title:

Start your CV with a title that aligns with the job you're targeting

This immediately tells the hiring manager that you are a relevant candidate


2️⃣ Highlight Relevant Skills:

Ensure that your CV prominently displays the skills relevant to the job

For an FP&A role, your budgeting, forecasting, and variance analysis skills should be in the spotlight... but don't list it as skill without explanation, rather, say how you demonstrated these skills

For example: "streamlined the budget process by reducing the number of iterations from 5 versions to 3 versions" or "performed an analysis on profitability which highlighted the need to increase the price of product X by 5% to maximize the profitability"


3️⃣ Quantify Achievements:

Show your impact through numbers

Rather than saying "reduced month end close time," say "reduced month end close by 2 days"


4️⃣ Use Action Verbs:

Begin bullet points with action verbs like "managed," "developed," or "implemented"

This shows you're proactive and saves space


5️⃣ Tailor Your CV:

No two jobs are the same, and neither should be your CVs

Tailor your CV to match the job description and requirements


6️⃣ Keep It Concise:

In most cases, your CV should be no longer than two pages

Prioritize information that adds value to your application


7️⃣ Proofread:

Small errors can suggest a lack of attention to detail

Proofread thoroughly and have someone else review it too

I have read so many CVs with obvious mistakes which disqualified the applicant

Remember Finance is a job where attention for details is important ;)


8️⃣ Formatting Matters:

Keep your formatting minimalistic and consistent

Proof check tabulation, bullet point styles, break lines, font sizes etc


9️⃣ Software Skills:

Be specific with your software skills

Instead of mentioning "Advanced Excel skills", highlight your abilities to perform Financial Modeling, create Pivot Tables, or use Advanced Formulas


🔟 Focus on Recent Experiences:

Spend more space detailing your last two roles and be more succinct with earlier ones

Recency often matters most to hiring managers


👉 Which other tip would you add?

👉 Download your copy here: https://lnkd.in/eUU6cZxS

ChatGPT vs Gemini: Which one should you use?
👉 Download my 100 AI Finance Tools list: https://lnkd.in/dVFKi3ry

I created this to help finance leaders and professionals cut through the noise

Because let’s be honest: both tools are powerful, but they shine in different contexts

Here’s the breakdown 👇

Best suited for
1. ChatGPT → Individuals & small businesses wanting the best UI and latest features
2. Gemini → Google Workspace users who live in Docs, Sheets, Gmail

Featured models
1. ChatGPT → GPT-5 (deep reasoning), GPT-4o (fast, flexible)
2. Gemini → 2.5 Pro (most powerful), 2.5 Flash (best price-performance), 2.5 Flash-Lite (low-latency)

Customized assistants & agents
1. ChatGPT → Custom GPTs + ChatGPT Agent (Pro only)
2. Gemini → “Gems” (Pro/Ultra only), integrated in Google apps

What’s free?
1. ChatGPT → Limited GPT-5/5-Mini, 3 file uploads/day, only pre-made GPTs
2. Gemini → Limited 2.5 Pro access, 10 file uploads/month, can create basic Gems

Paid plans
1. ChatGPT Plus ($20) → GPT-5 access, custom GPTs, file uploads, deep research
2. ChatGPT Pro ($200) → Expanded limits, GPT-5 Pro
3. Gemini Pro ($19.99) → NotebookLM, Deep Research, AI credits
4. Gemini Ultra ($249.99) → 12,500 credits/month, NotebookLM, Deep Research
5. Business & enterprise tiers → advanced admin/security for both

Data security
1. Both comply with SOC2, ISO standards, GDPR, CCPA
2. Enterprises get stronger data isolation

So, how do you choose?
1. If your workflows run on Microsoft or standalone apps → ChatGPT fits better
2. If your world is Google Docs, Gmail, Sheets → Gemini is more native

At the end of the day: Both can change the way finance teams work

But the right choice depends on your stack

💬 Which one do you see yourself using more in your daily work — ChatGPT or Gemini?

🔁 Repost to help more people make the right choice

👉 Get my Top 100 AI tools list here! https://lnkd.in/dVFKi3ry

ChatGPT vs Copilot vs Gemini

+ Download my Top 100 ChatGPT Tips: https://lnkd.in/eReenbam

Which GenAI should I actually use:
ChatGPT, Copilot, or Gemini?

Is the question I get a lot of times
That's why I created this guide for you

The truth is, each tool shines in different areas:

1️⃣ ChatGPT → The all-rounder. Works anywhere, great for research, Q&A, and reasoning

2️⃣ Copilot → Best for Microsoft 365 power users (Excel, Outlook, Teams)

3️⃣ Gemini → Built deep into Google Workspace (Docs, Sheets, Gmail)

I broke down the differences in:
1. Models
2. Pricing
3. Free vs. paid features
4. Enterprise strengths
5. Data security
6. and more

I also have Top 100 ChatGPT tips for you right here
Here's the downloadable PDF link for you: https://lnkd.in/eReenbam

And soon I'm making one for Gemini and Copilot
so follow if you don't want to miss it!

💬 Which one are you using most right now?

🔁 Repost to help your team choose the right GenAI

Steal my Audit Checklist (Excel Template)
👉 Download yours for free here: https://lnkd.in/dFWf3YRA

I have prepared an Excel Checklist to help you in your audit preparation

Use this checklist to get ready for your next audit

If you are a CFO, a controller, an accountant, or a Finance manager, this checklist is for you.

What is inside the Excel file?

19 tabs comprising the following checklists:

1. Overview Checklist (in the picture below)
2. Financial Statements Preparation
3. Account Reconciliation and Analysis
4. Documentation and Record Keeping
5. Internal Controls and Compliance
6. Risk Management
7. Tax Review and Planning
8. Inventory Management
9. Fixed Assets and Capital Expenditures
10. Investments and Other Financial Assets
11. Employee Benefits and Pensions
12. ESG Compliance
13. Technology and Data
14. Review of New Accounting Policies
15. Related Party Transactions
16. Subsequent Events and Contingencies
17. Sustainability and Continuity Planning
18. Communication with Auditors
19. Final Review and Reporting

👉 Don't forget to download it for free here: https://lnkd.in/dFWf3YRA

If you need any other template, let me know in the comments

Top 10 CFO Red Flags

👉 Download my CFO cheat sheet here: https://lnkd.in/eG9vkV28

Most finance teams don’t break because of one big mistake
They break because of 10 small ones that compound over time

I’ve trained thousands of finance professionals and worked with global companies
and the same patterns show up again and again

This cheat sheet highlights the 10 red flags that silently weaken finance teams
… and how to fix them fast

Here’s what’s inside:

#1 Not Utilizing AI
Failing to leverage AI tools keeps your team slow and reactive
→ Fix: Provide LLM licenses and automate repeatable processes

#2 Rigid Budgeting That Lacks Agility
Static budgets create missed opportunities in volatile markets
→ Fix: Use rolling forecasts and dynamic planning

#3 Misaligning Finance with Business Strategy
A siloed finance team leads to misallocated resources and slow execution
→ Fix: Connect finance, operations, sales, and strategy tightly

#4 Overlooking Data-Driven Decision Making
Instinct-based decisions often miss the mark
→ Fix: Build real-time dashboards and predictive analytics

#5 Neglecting Talent Development
Under-skilled teams can’t adapt as fast as the business evolves
→ Fix: Upskill in AI literacy, leadership, and advanced analytics

#6 Failing to Invest in Technology & Automation
Legacy systems slow down decision-making and increase errors
→ Fix: Review your tech stack and build a clear modernization roadmap

#7 Poor Stakeholder Communication
Confusing reporting damages trust and slows alignment
→ Fix: Deliver clear, concise insights tailored to each audience

#8 Cutting Costs Without Strategy
Across-the-board cuts harm morale and long-term value creation
→ Fix: Prioritize efficiency improvements, not blanket reductions

#9 Ignoring Cash Flow Health
Profitability doesn’t protect you from liquidity risk
→ Fix: Forecast cash needs, optimize working capital, secure funding options

#10 Prioritizing Short-Term Gains
Quick wins can destroy future competitiveness
→ Fix: Balance short-term targets with long-term growth levers

Every CFO who fixes these 10 red flags operates ahead of the curve

Every CFO who ignores them… eventually pays for it

👉 Want more CFO insights? I have a CFO Cheatsheet PDF here: https://lnkd.in/eG9vkV28

💬 Which red flag do you see the most often?

🔁 Repost to help more finance leaders strengthen their teams.

25 Hidden Excel Shortcuts
👉 Download my Top 100 Excel shortcuts: https://lnkd.in/gvj4hEDC

I made a curated list of 25 underrated Excel shortcuts that can save you hours
(and impress your colleagues)

Excel Shortcuts List:

1. Move to the next open workbook window: Ctrl + F6

2. Move to the previous open workbook window: Ctrl + Shift + F6

3. Insert current time: Ctrl + Shift + :

4. Paste values & formatting only: Ctrl + Alt + V > T

5. Apply or remove cell wrap: Alt + H + W

6. Clear all formats: Alt + H + E + F

7. Insert a line break in a cell: Alt + Enter

8. Insert a new comment in a cell: Shift + F2

9. Open cell options menu: Shift + F10

10. Paste special - transpose: Ctrl + Alt + V > E

11. Insert sparkline from selected data: Alt + N + SL / SW / SO

12. Enter full-screen mode: Ctrl + Shift + F1

13. Record a macro: Alt + F8

14. Open the Visual Basic editor: Alt + F11

15. Autofit column height: Alt + H + O + A

16. Hide a sheet: Alt + H + O + U + S

17. Unhide a sheet: Alt + H + O + U + H

18. Insert slicers: Alt + N + SF

19. Apply or remove strikethrough: Ctrl + 5

20. Expand or collapse the formula bar: Ctrl + Shift + U

21. Collapse sheet outline: Alt + A + H / J

22. Create names from selection: Ctrl + Shift + F3

23. Insert new worksheet: Shift + F11

24. Select an entire row: Shift + Space

25. Select an entire column: Ctrl + Space

Get my Top 100 Excel shortcuts in HD, for FREE!

What’s your go-to Excel shortcut?
Drop it in the comments—I’d love to learn more hacks! 👇

Interested in more Excel tips?

Check our Top 100 Excel shortcuts cheatsheet!
👉 https://lnkd.in/gvj4hEDC

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