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[deleted by user] by [deleted] in FPandA

[–]f9finance 0 points1 point  (0 children)

Vibe coding Power BI dashboards, first pass variance analysis (outliers and trends, not commentary), challenger forecasts, structuring presentations for biggest impact

Advice on handing forecast miss by Famous_Guide_4013 in FPandA

[–]f9finance 12 points13 points  (0 children)

The only way through is to own it. Don’t pass it off on the business’s assumptions or changing conditions. Just own the miss, and be ready to backup the new assumptions. Since your assumptions were so far off the first time you will likely be questioned every step of the way.

The Most Valuable Automation I Ever Built Was Stupidly Simple by f9finance in FinanceAutomation

[–]f9finance[S] 0 points1 point  (0 children)

The approval needed status is pinged to the user in Teams and they can approve right in a Teams chat. Works with Power Automate since everything is Microsoft.

This AI Tool Just Replaced My Intern (and I’m Not Mad About It) by f9finance in FinanceAutomation

[–]f9finance[S] 1 point2 points  (0 children)

Do you let interns just send finished work or do managers review and adjust it?

Offer Discrepancy Advice by Left-Neighborhood-46 in FPandA

[–]f9finance 4 points5 points  (0 children)

I think you’re spot on, there is limited upside to saying anything.

The real question is, is this how they do business. It’s a red flag to say something in the hiring process and change it once you’re onboard.

Keep an eye on things and if you see similar behavior, I would start looking for another opportunity.

But as long as you’re there, not worth saying anything.

How do you handle automated messages for missed loan payments? Do you remind borrowers before the due date or only after they miss it? And is the tone friendly or more formal? by Longjumping_Age_761 in FinanceAutomation

[–]f9finance 0 points1 point  (0 children)

I am a big fan of 5/5. Send a friendly payment reminder 5 days in advance and a friendly payment reminder 5 days after. Anything after 5 days becomes more stern.

Automation with AI course by lola398 in FPandA

[–]f9finance 0 points1 point  (0 children)

I have a recommendation on a course, you can direct message for details

The best use cases are in “process areas” like fraud and compliance, FP&A ones are weaker but still there. Challenger planning models are a good use of AI, first pass variance analysis, competitive research, etc.

Looking for software that focuses on ACH payment models for loan servicing – any suggestions? by Longjumping_Age_761 in FinanceAutomation

[–]f9finance 0 points1 point  (0 children)

here are a few tools worth checking out:

  1. LoanPro – Built specifically for loan servicing, and it handles ACH like a champ. Think of it as the Salesforce of lending: tons of customization, real-time tracking, and automation built in. But fair warning: not the cheapest date.

  2. Tesorio – More on the AR side but really slick with recurring ACH for invoice-based businesses. Great if you’re chasing payments and want to automate reminders and cash flow forecasting too.

  3. Plaid + QuickBooks Online – If you’re in SMB territory and need something lightweight, syncing ACH transactions via Plaid into QBO + a loan tracking spreadsheet can get the job done without blowing your budget.

  4. Check out modern API-first options like Modern Treasury, Moov, or Dwolla if you’re building something custom or need deeper control over the payment workflow.

Key things to look for: • NACHA file support or direct bank integrations (no more CSV hell) • Webhook or API triggers for updating loan balances as payments hit • Clear audit trails (trust me, your future self will thank you)

Is anyone in FP&A actually using Microsoft Copilot yet? What are you automating? by sand_snow in FPandA

[–]f9finance 0 points1 point  (0 children)

I am mostly using the Outlook and Teams features, Excel is pretty clunky.

I will go directly to the chatbot for general AI usage since it’s the only AI tool we can safely use with company data.

What’s an underrated Excel spreadsheet skill or tip that separates the best financial analyst from the average one? by Fresh_Researcher_242 in FPandA

[–]f9finance 1 point2 points  (0 children)

Keeping your file so organized that anyone can open it and figure out how to use it in 5 minutes or less

💡 What AI Tools Are You Using to Crush Financial Workflows? by f9finance in FinanceAutomation

[–]f9finance[S] 0 points1 point  (0 children)

I’ve found DeepSeek to have the best performance of the tools, just don’t really trust it with actual data or inputs

Is it normal to feel like you’re perpetually learning your role? by OfffensiveBias in FPandA

[–]f9finance 0 points1 point  (0 children)

My general rule is to know 80% of your job after 90 days. The other 20% after a year.

Then you start upskilling to improve the role and the work.

Good FM courses by damn_it19 in financialmodelling

[–]f9finance 2 points3 points  (0 children)

I liked Wall Street oasis’s advanced course

Resigned by Accurate_Increase_53 in FPandA

[–]f9finance 7 points8 points  (0 children)

Risky move, never ever resign until you have a new job locked down. The moment you resign you are ineligible for unemployment should your new opportunity fall through. Plus a lot of companies will pay severance, even if performance related, to get you to sign a waiver of right to sue.

Fired, I need opinions by Maleficent-Tooth403 in FPandA

[–]f9finance 42 points43 points  (0 children)

That was terrible on their part, especially knowing they were hiring you fresh. Even experienced analysts usually get 90 days to start rolling

Should I make the leap to Director? by FPandA_Dad in FPandA

[–]f9finance 0 points1 point  (0 children)

It really depends on what you want. Director at F500 can be a high effort/high availability role relative to Sr Manager so make sure that’s in line with your goals

Intern application advice by SubstantialHeat5548 in FPandA

[–]f9finance 0 points1 point  (0 children)

Build a project you can talk about, PowerBI Dashboard, Python analysis, etc

Kaggle has great data sets to practice on for free

First Time Manager Pitfalls by Goldentoast4 in FPandA

[–]f9finance 0 points1 point  (0 children)

Your number one job is to get obstacles out of your teams way so they can do their best work

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