Tools & Training For Finance Pros
In a time where there’s constant change, financial professionals are leaning on new tools to bring clarity to the chaos. This week, we have a collection of LinkedIn resources that break down essential forecasting, AI integration, and financial ratio techniques—all of which are perfect for leveling up your expertise. You’ll find step-by-step guides, definitions, and real-world applications that make complex concepts more accessible.
Plus, don’t miss the upcoming KBW Financial Staffing & Recruiting CPE Webinar on Thursday, August 7th, where you can explore Data Analytics for Accountants and Financial Managers (AFAM) and earn 2 CPE credits. This edition is packed with opportunities for you to grow.
Don’t forget! ⬇️
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Join us for our upcoming CPE Webinar – Data Analytics for Accountants and Financial Managers (AFAM), happening Thursday, August 7th, from 1pm–3pm.
This free, expert-led session will explore how data analytics is transforming decision-making in finance—plus, attendees will earn 2 CPE credits.
Don’t miss the chance to grow your skill set and stay ahead in a data-driven world!
Sharpen Your Forecasting Skills with These Finance Resources
In today’s unpredictable landscape, finance and accounting professionals are increasingly turning to data, tools, and tech to help clarify what’s happening—and what’s coming next. LinkedIn is full of useful resources designed to support your development such as refining your forecasting techniques and building smarter tools for variance analysis.
A recent round-up of LinkedIn tutorials highlights several standout resources offering quick, practical insights to help sharpen your financial planning and analysis skills.
AI Forecasting with Bojan Radojicic
Radojicic, a Financial Modeling Coach, shares a concise video showing how to run a forecast using an AI tool. The tutorial covers everything from writing strong prompts and generating visuals to exporting your results to Excel.
Building a GPT for FP&A with Christian Martinez
The Senior Finance Transformation Manager at Kraft Heinz, Christian Martinez, explains how to build your own GPT to automate actuals vs. budget, forecast, and prior year comparisons. His post includes screenshots of his prompt setup, tips for choosing the right GPT model, and how to enable essential features.
Financial Ratios Refresher from Rahul Saxena
Saxena breaks down CFA Level 1 financial ratios—covering activity, liquidity, solvency, coverage, profitability, and valuation—with definitions, use cases, and formulas all in one post. It’s a helpful reference for assessing a company’s performance and financial health.
These resources offer practical, real-world applications that finance and accounting professionals can put to use right away and will help individuals brush up on forecasting, explore AI tools, and strengthen understanding of financial ratios. Don’t miss out on these valuable resources!
Need to start fresh? We can help you do just that with our staffing services!
