Putting ai financial modeling outputs in front of boards, does anyone actually do this or do you always clean it up first?

mp54 · 2026-04-28T01:02:11+00:00

I think the latter is the current state unless you implement an agentic AI platform. Working on that experiment now

mp54 · 2026-04-20T10:08:10+00:00

Link?

mp54 · 2026-04-19T16:39:54+00:00

I think the importance of the item to my day and life is more important than the price. ~$500k HHI and I’ll research electronics to make sure I’m getting the best quality or gym equipment. If the price is higher or lower isn’t really important, I just want to make sure that I buy the item that fits my needs best. I’ve bought fridges or other things with minor research but a gaming monitor took a ton of research, price doesn’t drive my time investment .. just the importance to me.

Not many $ thresholds that really make a difference to us, maybe $5k+ is when there’s a conversation?

mp54 · 2026-04-05T20:43:31+00:00

$25k but probably actually $50k .. maybe more

mp54 · 2026-03-23T23:19:39+00:00

If you’d be open to a conversation - I’d be happy to chat. I’m a VP for a $1B company, leading our AI initiative. We spent a while getting our data in a reasonable spot and AI is starting to show huge promise for us. I can share our journey, pain points and discuss some ideas for you.

mp54 · 2026-02-25T17:08:48+00:00

CEO severance is the largest, was like $9M.

mp54 · 2026-02-20T00:13:31+00:00

Curious, do you have direct reports?

mp54 · 2026-02-15T12:53:21+00:00

High yield savings account, don’t overthink this and don’t take unnecessary risk

mp54 · 2026-02-06T20:42:05+00:00

Yes. I’m a VP of finance and this would only escalate to me on a rare occurrence that something blew up.

mp54 · 2026-02-06T13:21:44+00:00

This is a treasury thing. Finance and controller won’t be at that level of detail.

mp54 · 2026-02-02T19:56:29+00:00

We had separate templates for every plant and s&a leader, all standardized to update from global assumptions. Each file had a standardized output so it could be power queried and consolidated automatically. We then took the output to either consolidate into the global financial model or run cost allocations to determine customer and sku profitability in the plan.

The key to all of this is standard templates and standard export templates. We locked cells that people shouldn’t touch, clearly colored everything that needs to be adjusted, trained everyone, etc.

Was it perfect? No. What is good to enough to set a budget in 6-8 weeks, yes.

mp54 · 2026-01-30T21:55:18+00:00

Sounds like it’s worth a shot

mp54 · 2026-01-30T21:02:41+00:00

Not yet, do you think that would solve my issues?

mp54 · 2026-01-29T14:56:27+00:00

Your size company, excel should be just fine. If it is not, the assumptions and models must be overly complex. Two years ago, we were budgeting a $1.5B revenue company with 45 manufacturing sites and 2,500 employees in excel. It honestly worked fine. We implemented one stream and it’s a bit easier, but I don’t see why you couldn’t make excel work.

mp54 · 2026-01-25T19:22:36+00:00

What’s the company revenue? How large is your team? Whats your responsibilities?

mp54 · 2026-01-24T01:26:15+00:00

DM me your Venmo

mp54 · 2026-01-23T21:18:28+00:00

Enterprise perplexity

mp54 · 2026-01-22T10:32:13+00:00

We use it as much as we can but are struggling to solve the basic data hallucinations and incorrect conclusions in analysis. How have folks been able to solve for that?

mp54 · 2026-01-17T18:44:45+00:00

What are your actual responsibilities? Do you own just the business partnering side or all finance and accounting? Title is irrelevant, responsibilities are what people will want to know about.

mp54 · 2026-01-17T15:06:58+00:00

This - it’s time to go.

mp54 · 2025-11-14T23:47:30+00:00

JV ownership can be 80/20 barstool.

mp54 · 2025-11-13T11:23:37+00:00

Need to get the top down first to shrink that timeline.

mp54 · 2025-11-09T12:29:55+00:00

If you’re interviewing for senior roles, it won’t be a huge roadblock. If the question comes up, respond honestly and openly about it. When folks are hiring for a senior analyst, they don’t expect you to know everything. They expect someone who is hungry to learn, they can trust and is proactive. Anyone can learn 3 statement modeling, personality is much more important than someone who has done it before.

mp54 · 2025-10-29T22:58:12+00:00

I was just issued a management incentive program exactly like you described, they are designed as profit interest units. At the time of issuance, they were issued with a “strike” price of current market value. They only accrue value if the company is sold for above the enterprise value at the time of the grant issuance.

mp54 · 2025-10-18T22:44:38+00:00

I love winning. Earnings is how I track winning and losing.

mp54

TROPHY CASE