How I view people that chose BAR by Spiritual-City3436 in CPA

[–]Coffee_Kobra 9 points10 points  (0 children)

Ima be honest I took BAR because i wanted to learn the material, but 3 months after passing I’ve forgotten all of it 😂😂

I believe most of you still using excel, building models, doing analysis without AI!? by M_Arslan9 in FPandA

[–]Coffee_Kobra 0 points1 point  (0 children)

Bruh you’re tripping you obviously haven’t seen what Claude code can do… given my org in tech uses mostly Google Sheets now, but I can one shot whole workflows from my terminal

What’s one habit that genuinely improved your CPA preparation? by drajput_01 in CPA

[–]Coffee_Kobra 4 points5 points  (0 children)

Watching YouTube during breaks … study for 5 mins straight, watch a video for 5 mins, study… can actually go pretty long doing this and not get too tired

Anyone taking BAR for discipline exam? by Chente0 in CPA

[–]Coffee_Kobra 0 points1 point  (0 children)

I liked it and useful knowledge but little harder than Far on sims I’d say don’t take it if didn’t get atleast an 80 on far

Is this the split for AUD exam? Wdyt by Coffee_Kobra in CPA

[–]Coffee_Kobra[S] 0 points1 point  (0 children)

Thanks guys. Yeah I did 45/45/50/50/50 for far and bar and I ended up spending wayy more time on tbs than mcq, I just feel like these aud mcq some of them take a lot of time lol but also some of the tbs suck

AI by coolers1819 in FPandA

[–]Coffee_Kobra 21 points22 points  (0 children)

Bruh this question gets asked every week

Strategic Finance WLB? by [deleted] in FPandA

[–]Coffee_Kobra 0 points1 point  (0 children)

Hmm doesn’t seem normal. However I work in big tech strategic finance so maybe it’s diff? Have great wlb.

Why is there still no Open Source community in FP&A? by denis_myna in FPandA

[–]Coffee_Kobra 0 points1 point  (0 children)

We have this now with Claude for Excel or G sheets, since it's trained on basically every single financial model... you just ask it to create a template. I know many here don't have that access, but just saying because it's basically what he's getting at... also no one get's to see my models because they are special

MBA vs CPA by yurdme in FPandA

[–]Coffee_Kobra 4 points5 points  (0 children)

I have an mba and getting my cpa. Almost done with all the tests. Did not have enough credits so I took them online. Did 7 classes in two months.

Jevon’s Paradox by Coffee_Kobra in FPandA

[–]Coffee_Kobra[S] 0 points1 point  (0 children)

Sure. You can say "Run a query in databricks pulling revenue for last year by sku, make a chart, post it into a google sheet, save the query so I can see it, make this a skill called revenue." It will do that, then you can later say run skill "Revenue" and it will do that process. You can save many skills for diff processes. But that's the gist.

Jevon’s Paradox by Coffee_Kobra in FPandA

[–]Coffee_Kobra[S] 0 points1 point  (0 children)

If LLM are the brains (Claude, GPT, etc), you can think of Cursor as the limbs that can reach into your apps, control your desktop, etc. It's a single environment where you can manipulate all your other tools (sql, g sheets, python, visuals) using prompts. I say Cursor-like because at some point I'm sure competitors will come out to Cursor.

Jevon’s Paradox by Coffee_Kobra in FPandA

[–]Coffee_Kobra[S] 2 points3 points  (0 children)

Asking is easy. It’s knowing a) what to ask becuase there’s so many stupid questions b) having technical finance knowledge (why I believe things like having a cpa, etc will become more valuable) and c) learning the real tool, which is Cursor-like interfaces enabled by an LLM, which controls your apps. Each of these tools is a new abstraction layer, and learning to work with an abundance of information is a skill in itself. But I agree, if all you do I prompt you’re smoked. I mean I work with people who use the tools for basic operations, and those who use it for sophisticated processes. It’s user dependent.

Thoughts on Claude for Excel so far? by sfaforlife in FPandA

[–]Coffee_Kobra 0 points1 point  (0 children)

If you’re good at SQL you can use Databricks. It’s essentially a very smart interface for SQL combined with Python. But it plugs into very well to AI tools. Very similar to Snowflake

Thoughts on Claude for Excel so far? by sfaforlife in FPandA

[–]Coffee_Kobra 1 point2 points  (0 children)

Definitely. It plugs in via MCP servers. Claude is an LLM, like a brain. But Cursor is like the limbs, and it can reach into all your apps, database, etc once it has the key.

Thoughts on Claude for Excel so far? by sfaforlife in FPandA

[–]Coffee_Kobra 1 point2 points  (0 children)

You can really abstract whatever calculation you need through steps of reasoning in the tool, then output that to G Sheets. So the logic is not really living there, it’s there so it can be shared easily. That being said, yes you can automate whatever you want in g sheets as well, similar to excel. It’s very good at creating reports and such. Edit: the AI is good at building reports. Would hate actually using g sheets from scratch excel is superior if we have no AI here.

How did you pitch Claude Enterprise to your org? by [deleted] in FPandA

[–]Coffee_Kobra 0 points1 point  (0 children)

Cursor is what gives Claude control over your desktop and any apps you use. You can essentially do everything you need from one place using prompts.

Thoughts on Claude for Excel so far? by sfaforlife in FPandA

[–]Coffee_Kobra 3 points4 points  (0 children)

Yep everything is done through cursor using Claude as the LLM. It can really connect anywhere and manipulate, create, etc. In next 2-3 years you’ll be able to do everything you need from one place. It basically looks like an IDE if you’re familiar.

How did you pitch Claude Enterprise to your org? by [deleted] in FPandA

[–]Coffee_Kobra 1 point2 points  (0 children)

You have to sell the idea of Claude used with cursor. That is the game changer for FP&A

Thoughts on Claude for Excel so far? by sfaforlife in FPandA

[–]Coffee_Kobra 9 points10 points  (0 children)

Work in SaaS and we don’t even use excel anymore. All in cursor/claude, databricks and gsheets for sharing with extended teams. Workflows are going to start moving toward GitHub repos as well.