FinPod: What's New at CFI - What's New at CFI | FP&A Professional Financial Statement Aggregation & Analysis

In this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, as they discuss financial statement aggregation and analysis. Follow along as Duncan walks us through consolidating financial statements using advanced Excel functions. Discover the significance of breaking down current and deferred taxes, balancing income statements, and mastering cash flow projections. Learn the benefits of monthly modeling for a comprehensive 24-month forecast period and how to effectively aggregate data by quarter and year. Join Duncan and Asim as they explore common modeling challenges while offering insights on building robust models with features like alerts and up-to-date functionalities! Key Topics: - Effective tax modeling techniques in Excel. - Avoiding common financial modeling errors. - Understanding financial statement aggregation. - Learning the importance of proper balance sheet forecasting. - Breaking down income statements and cash flow statements. Chapters: 00:00 - Introduction to What's New at CFI 00:35 - Overview of the FP&A Course 02:25 - Deferred Taxes 03:44 - Accurate Aggregation in Financial Forecasts 06:18 - The Role of Balance Sheets in FP&A 08:54 - Conclusion Don't miss our upcoming podcast episodes. Subscribe now for more insights from financial modeling experts! Enlist in our full FP&A Professional Financial Statement Aggregation & Analysis course: https://corporatefinanceinstitute.com/course/fpa-professional-financial-statement-aggregation-analysis/ #FinancialModeling #FinancialAnalysis #CashflowStatement #FinancialPlanning #FinancialEducation