Financial Modeler's Corner

Paul Barnhurst AKA The FP&A Guy
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Financial Modeler's Corner is a podcast where we talk all about the art and science of financial modeling with distinguished Financial Modeler's from around the globe. Financial Modeler's Corner is hosted by Paul Barnhurst, aka The FP&A Guy, a global thought leader in the field of finance.  The Financial Modeler's Corner podcast is brought to you by Financial Modeling Institute. FMI offers the most respected accreditations in financial modeling. 

  1. Spatial Finance: How Satellite Data Is Enhancing Financial Models, with Jorge Rojas

    -6 h

    Spatial Finance: How Satellite Data Is Enhancing Financial Models, with Jorge Rojas

    In this episode of Financial Modeler’s Corner, Paul Barnhurst sits down with Jorge Rojas, finance professor, consultant, and Advanced Financial Modeler, to explore how emerging technologies are reshaping financial modeling. Jorge shares insights from his latest research on spatial finance and Earth observation data, explaining how satellite imagery, AI, and alternative data sources are transforming forecasting, investment analysis, ESG reporting, and risk management. Jorge Rojas is a finance professor, consultant, CFA Charterholder, and Advanced Financial Modeler (AFM) with a PhD in Finance from Tulane University, where he also serves as an Adjunct Professor. He has taught finance across the United States, Europe, Asia, and Latin America, and is the author of several books on corporate finance, risk management, and financial modeling Expect to Learn: How satellite data can improve financial forecastingWhy Monte Carlo simulation is useful for decision-makingPractical applications of spatial financeTips for building reliable financial modelsAdvice for developing your financial modeling skills Here are a few quotes from the episode: "Most useful financial models should be forward-looking and based on current information." - Jorge Rojas"Build your model as automated as possible. It takes more time upfront, but it will save you time later." - Jorge Rojas Jorge Rojas shares practical insights on building stronger financial models by combining sound modeling principles with modern data sources and risk analysis techniques. Whether you're new to financial modeling or an experienced professional, this episode offers valuable lessons to help you make better-informed financial decisions. Follow Jorge: Linkedin: https://www.linkedin.com/in/jorgerojasphdcfa/ Company: https://orcid.org/0009-0002-4136-7995 Follow Financial Modeler's Corner: LinkedIn: https://www.linkedin.com/company/financial-modeler-s-corner/ Newsletter - Subscribe on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation today and get 15% off using the code “Podcast” at https://bit.ly/497oAqW In Today’s Episode: [00:00] – Trailer [03:08] – Financial Modeling Horror Story [04:35] – Why Jorge Enjoys Teaching [07:38] – CFA & AFM Certifications [12:18] – Introduction to Spatial Finance [17:01] – Satellite Data in Finance [25:41] – Monte Carlo Simulation [32:20] – Modeling Agricultural Risk [37:57] – Rapid Fire Questions [45:29] – Advice for Financial Modelers

    48 min
  2. AI in Financial Modeling: Better Than Ever, Still Not There, and the Fatigue Factor

    23/06

    AI in Financial Modeling: Better Than Ever, Still Not There, and the Fatigue Factor

    In this episode of The Mod Squad, Paul Barnhurst, Ian Schnoor, and Giles Male share their real experiences using AI in financial modeling. They discuss what works, what doesn’t, and how finance professionals can best use AI today. From testing different AI tools to running a “bake-off” on a real financial model, the conversation highlights the practical challenges, hallucinations, and creative approaches to working with AI in FP&A. Expect to Learn Where AI actually adds value in modeling and finance workflowsWhy AI outputs still need careful checking and guidanceHow different AI tools compare when building real modelsWhy instructions, structure, and human oversight improve AI results Here are a few quotes from the episode: “Most companies don’t have AI governance yet, and that’s where real risk comes in.” - Ian Schnoor“Automation is great, but you still need to audit and understand every step.” - Giles Male AI is powerful, but it is not a shortcut to quality work. It still needs guidance, structure, and strong fundamentals. The people who benefit most are those who understand both the tools and the work behind them. For now, the best approach is simple: test it, guide it, and never trust it blindly. Follow Ian: LinkedIn - https://www.linkedin.com/in/ianschnoor/ Follow Giles: LinkedIn - https://www.linkedin.com/in/giles-male-30643b15/ In today’s episode: [00:05] – Trailer [03:06] – AI Progress Update [05:00] – Mental Load & AI Pace [08:03] – Busting AI Hype [12:30] – Training & Business Demands [17:57] – AI “Eye of the Storm” [24:13] – Testing AI Models [30:52] – Fixing vs Building AI Models [35:15] – Challenging Misleading AI Claims [38:41] – Improving AI with Instructions [42:59] – Final Thoughts & Takeaways

    1 h 7 min
  3. The Language and Excel Problem Stopping AI from Fixing Financial Modeling with John Yeldham

    16/06

    The Language and Excel Problem Stopping AI from Fixing Financial Modeling with John Yeldham

    In this episode of Financial Modelers Corner, Paul Barnhurst talks with John Yeldham, founder of Lodeum, about building trust in Excel models, standardizing modeling language, and creating modular, scalable models. John shares his experience leading financial modelers and using advanced Excel features like Lambda functions and dynamic arrays. Expect to Learn: Standardize language to improve clarity and collaborationUse modular blocks to make models understandable and trustedLeverage advanced Excel functions carefully for scalable, auditable modelsOnline training through Lodeum allows flexible global learning Here are a few quotes from the episode: "If standards could be introduced for language, it allows financial modeling knowledge to be shared and scaled beyond individual experts." - John Yeldham"The role of a modeler is evolving from just churning out numbers to creating reusable, understandable modules." - John Yeldham John provides actionable strategies for financial modelers to improve clarity, scalability, and trust in their work while leveraging advanced Excel techniques and modular design principles. This episode is a must-listen for anyone looking to elevate their modeling skills and build reusable frameworks for complex financial analyses. Follow John: Company: https://www.linkedin.com/company/lodeum/ LinkedIn: https://www.linkedin.com/in/johnyeldham/ Follow Financial Modeler's Corner: LinkedIn: https://www.linkedin.com/company/financial-modeler-s-corner/ Newsletter - Subscribe on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation today and get 15% off using the code “Podcast” at https://bit.ly/497oAqW In Today’s Episode: [02:14] – Worst Model Horror Story [04:09] – Communication & Language Challenges [11:55] – Standardizing Language & AI Integration [14:43] – Online Training & Lodeum Platform [24:25] – Lambda Functions & Dynamic Arrays [39:42] – Rapid Fire Opinions [16:32] – Advice for Becoming a Better Modeler [18:07] – How to Connect

    19 min
  4. The Critical Role of Communication and Standard Definitions in Financial Modeling with John Yeldham

    9/06

    The Critical Role of Communication and Standard Definitions in Financial Modeling with John Yeldham

    In this episode of Financial Modeler’s Corner, Paul Barnhurst sits down with John Yeldham, a leading expert in financial modeling and founder of Lodeum, a global online financial modeling training platform. John shares his experience leading and training teams of financial modelers across corporate and project finance, and discusses the importance of standardizing language, modular model design, and building trust in complex Excel models. John Yeldham has 20 years of experience leading and training financial modeling teams in project and corporate finance, supporting deals and valuations for global funds, energy, and infrastructure, as well as smaller businesses. He created and refined modeling methodologies at BDO UK, Forvis Mazars, and for Lodeum, a global financial modeling training platform launching in 2026. Expect to Learn: Models build trust, not just numbersConnect finance with operations for better decisionsAI is a helpful junior analyst, but human judgment mattersScenario analysis and storytelling are essential in models Here are a few quotes from the episode: "Standardizing language allows AI and people to understand and use models effectively." – John Yeldham"A good modeler breaks down a complex model into functional blocks; this is key to building trust and usability." – John Yeldham John provides actionable strategies for financial modelers to improve clarity, scalability, and trust in their work while leveraging advanced Excel techniques and modular design principles. This episode is a must-listen for anyone looking to elevate their modeling skills and build reusable frameworks for complex financial analyses. Follow John: Company: https://www.linkedin.com/company/lodeum/ LinkedIn: https://www.linkedin.com/in/johnyeldham/ Follow Financial Modeler's Corner: LinkedIn: https://www.linkedin.com/company/financial-modeler-s-corner/ Newsletter - Subscribe on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation today and get 15% off using the code “Podcast” at https://bit.ly/497oAqW In Today’s Episode: [00:00] – Trailer [02:28] – Worst Model Horror Story [05:20] – Transition to Own Business & Lodeum [08:51] – Communication & Language Challenges in Modeling [16:03] – Standardizing Language & AI Integration [24:25] – Lambda Functions & Dynamic Arrays in Excel [30:19] – Online Modeling Training Advantages [36:43] – Favorite Excel Shortcuts [38:22] – Most Challenging or Fun Spreadsheet Created [39:42] – Rapid Fire: Modeling Opinions [47:16] – Advice for Becoming a Better Modeler [49:31] – How to Connect & Learn More

    51 min
  5. How Founders Mistake Models Only for Fundraising and What They Should Do With Ilyas Anis

    2/06

    How Founders Mistake Models Only for Fundraising and What They Should Do With Ilyas Anis

    Paul Barnhurst speaks with Ilyas Anis, CFO and Chartered Financial Modeler, about using financial models to build stakeholder confidence, drive operational decisions, and tell a clear business story. Ilyas shares insights on integrating AI, avoiding common modeling pitfalls, and the importance of scenario analysis and three-statement models. Ilyas Anis is Finance Lead at Turning Point Brands Canada and Founder of IMnS Associates. He has 15+ years of experience in financial modeling, valuation, and governance across multiple industries. An FCA, CPA, AFM, and FMVA®, he is also a board advisor and AI enthusiast. Expect to Learn Models build trust, not just numbersConnect finance with operations for better decisionsAI is a helpful junior analyst, but human judgment mattersScenario analysis and storytelling are essential in models Here are a few quotes from the episode: “Stakeholders don’t pay you for getting the right thing. They pay for the confidence.” – Ilyas Anis“Financial models should open every Monday morning, they shouldn’t die after fundraising.” – Ilyas Anis Ilyas Anis highlights how financial models go beyond numbers to build trust, enable strategic decisions, and communicate a clear business story. He emphasizes the role of AI as a supportive tool, the importance of connecting finance with operations, and practical strategies for building models that deliver actionable insights for stakeholders. Follow Ilyas: Website: https://imnsassociates.com/ LinkedIn: https://www.linkedin.com/in/ilyasanis/ Follow Financial Modeler's Corner: LinkedIn Page: https://www.linkedin.com/company/financial-modeler-s-corner/ Newsletter - Subscribe on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation today and receive 15% off by using the special show code ‘Podcast” Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register. In today’s episode: [00:00] – Trailer [02:35] – Early Career Horror Stories [04:28] – Storytelling in Models [09:52] – Fundraising vs Operational Models [12:39] – Connecting Finance & Operations [18:36] – Revenue Models as Foundation [25:29] – AI in Modeling [27:38] – Automating Dashboards [34:30] – Rapid-Fire Modeling Best Practices [42:03] – Final Advice

    45 min
  6. The Mistakes in Structure and Data Thinking That Break Models with Mark Proctor

    26/05

    The Mistakes in Structure and Data Thinking That Break Models with Mark Proctor

    In this episode of Financial Modeler’s Corner, host Paul Barnhurst (aka The FP&A Guy) is joined by guest Mark Proctor. Together, they discuss the intricacies of financial modeling and data analysis, with a focus on building efficient models and leveraging automation in Excel. Mark shares his deep expertise on why structure is key, how to automate tedious tasks, and how Excel continues to evolve to meet the demands of modern financial professionals. Mark Proctor is a seasoned financial professional with a background in accounting and finance, an Excel MVP, and the founder of Excel Off The Grid, a platform dedicated to improving efficiency and effectiveness in Excel. With decades of experience, Mark's insights are invaluable for anyone looking to optimize their use of Excel for financial modeling and beyond. He has helped countless professionals streamline their work through better data structure and automation techniques. Expect to Learn Financial modeling vs. data analysisAutomation in Excel with Power Query & PivotWhy VLOOKUP is outdated and modern alternativesBuilding flexible, stakeholder-friendly modelsReducing manual and repetitive Excel tasks Here are a few quotes from Mark Proctor: "Hard-coding is the enemy of a flexible financial model. Once you start hard-coding, you lose the ability to see what's really driving the model." - Mark Proctor"One of the key takeaways from bad models is that manual adjustments should always be documented and trackable." - Mark Proctor As Excel continues to evolve with powerful features like dynamic arrays and advanced automation, the tools discussed in this episode are essential for anyone looking to keep pace with the future of financial modeling. Mark’s emphasis on mastering the basics and thinking structurally will help you work faster and more effectively. Follow Mark: Website - https://exceloffthegrid.com/LinkedIn - https://www.linkedin.com/in/markstephenproctor/ Follow Financial Modeler's Corner: LinkedIn Page: https://www.linkedin.com/company/financial-modeler-s-corner/ Newsletter - Subscribe on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation today and receive 15% off by using the special show code “Podcast” Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register. In today’s episode: [00:00] - Trailer [01:54] - Financial Modeling Horror Stories [04:55] - Lessons from Bad Models [06:28] - Mark's Career Journey and Background [12:59] - Data Analysis vs. Financial Modeling [19:17] - Excel as a Data Analysis Tool: Key Innovations [22:55] - Automation in Excel and Practical Tips [33:59] - The Importance of Mastering Excel Basics [44:19] - Wrap-Up and Closing Remarks

    50 min
  7. AI in Investment Banking for Analysts to Adapt as Workflows Change but Jobs Remain – Matan

    19/05

    AI in Investment Banking for Analysts to Adapt as Workflows Change but Jobs Remain – Matan

    Paul Barnhurst speaks with Matan Feldman, Founder and CEO of Wall Street Prep. Matan shares his insights from his career in investment banking and financial modeling, discussing how AI is transforming the investment banking landscape, its impact on financial modeling, and the future of financial modeling education. He reflects on his journey founding Wall Street Prep and the lessons he’s learned along the way. Matan Feldman is the Founder and CEO of Wall Street Prep, where he leads business development, course creation, and training programs for clients such as Morgan Stanley, J.P. Morgan, The Wharton School, and many others. Before founding Wall Street Prep, Matan worked at Chase Manhattan Bank and J.P. Morgan in investment banking and equity research. Expect to Learn: How AI is changing financial modeling and banking workflowsThe evolving role of financial modelers in an AI-driven worldHow AI speeds up repetitive tasks, letting analysts focus on higher-level judgmentWhy are core financial modeling skills still essential despite AI advancements? Here are a few quotes from the episode: "AI is already helping junior analysts by taking over repetitive tasks, but we're just scratching the surface.""AI has the potential to completely reshape how investment banks operate, but it's still in its early stages." Matan Feldman highlights how AI is revolutionizing investment banking and financial modeling, improving efficiency and allowing analysts to focus on higher-level tasks. While AI tools are reshaping workflows, Matan stresses that core financial modeling skills and human judgment remain essential in this evolving industry. Follow Matan: Website: https://www.wallstreetprep.com/ LinkedIn: https://www.linkedin.com/in/matanfeldman/ Follow Financial Modeler's Corner: LinkedIn Page: https://www.linkedin.com/company/financial-modeler-s-corner/ Newsletter - Subscribe on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation today and receive 15% off by using the special show code ‘Podcast” Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register. In today’s episode: [05:55] – AI in Banking [07:00] – AI’s Banking Impact [10:00] – Future of Modeling [12:00] – Role of Modelers [14:00] – AI’s Opportunities [15:00] – AI in Advisory [17:00] – Banking’s Future with AI [19:00] – Analyst’s Future [20:00] – AI’s Effect on Banking [22:00] – AI and Careers

    19 min
  8. The Investment Banking Job Hasn't Changed Since 1990. AI Is Changing That with Wall Street Prep CEO Matan Feldman

    12/05

    The Investment Banking Job Hasn't Changed Since 1990. AI Is Changing That with Wall Street Prep CEO Matan Feldman

    Paul Barnhurst speaks with Matan Feldman, Founder and CEO of Wall Street Prep. Matan shares insights from his career in investment banking and financial modeling, discussing the future of AI in the industry, its impact on investment banking roles, and how it will reshape financial modeling education. He also reflects on his journey founding Wall Street Prep and the lessons he's learned along the way. Matan Feldman is the Founder and CEO of Wall Street Prep, where he leads business development, course creation, and training programs for clients such as Morgan Stanley, J.P. Morgan, The Wharton School, and many others. Before founding Wall Street Prep, Matan worked at Chase Manhattan Bank and J.P.Morgan in investment banking and equity research. Expect to Learn How AI is transforming financial modeling and investment banking workflows.The evolving role of financial modelers in an AI-driven world.How AI accelerates repetitive tasks, enabling analysts to focus on higher-level judgment.Why foundational financial modeling skills remain crucial despite AI advancements. Here are a few quotes from the episode: "A model can either be the most powerful tool or the most frustrating one." – Matan Feldman"Judgment and interpretation will always remain important." – Matan Feldman Matan Feldman shared valuable insights into the evolving role of AI in financial modeling and investment banking. He emphasized the growing importance of business judgment and foundational skills as AI tools continue to reshape the industry. Matan's journey from investment banking to founding Wall Street Prep highlights the ongoing need for both technical expertise and strategic thinking in financial modeling Follow Matan: Website: https://www.wallstreetprep.com/ LinkedIn: https://www.linkedin.com/in/matanfeldman/ Follow Financial Modeler's Corner: LinkedIn Page: https://www.linkedin.com/company/financial-modeler-s-corner/ Newsletter - Subscribe on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation today and receive 15% off by using the special show code ‘Podcast” Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register. In today’s episode: [00:00] – Introduction [02:27] – Matan’s Modeling Nightmare [05:07] – The Journey of Wall Street Prep [08:21] – AI in Investment Banking [14:06] – The Future of Modeling and Automation [22:16] – Opportunities and Concerns in AI [29:48] – AI’s Role in Teaching Financial Modeling [36:02] – Rapid Fire Questions

    47 min
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Sobre

Financial Modeler's Corner is a podcast where we talk all about the art and science of financial modeling with distinguished Financial Modeler's from around the globe. Financial Modeler's Corner is hosted by Paul Barnhurst, aka The FP&A Guy, a global thought leader in the field of finance.  The Financial Modeler's Corner podcast is brought to you by Financial Modeling Institute. FMI offers the most respected accreditations in financial modeling. 

Informação

  • Autoria
    Paul Barnhurst AKA The FP&A Guy
  • Anos em atividade
    2023 - 2026
  • Episódios
    138
  • Classificação
    Para todos
  • Copyright
    © Copyright 2024 All rights reserved.
  • Site do programa
    Financial Modeler's Corner

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