Uploaded June 2026 | Updated September 2026, 2 weeks ago
In this episode of Financial Modeler’s Corner, host Paul Barnhurst sits down with Ilyas Anis to unpack the real mindset behind financial modeling efficiency, Excel diagnostics, and why mastering the basics still beats chasing flashy shortcuts.
The best modelers don’t rely on complexity. They rely on clarity.
Everyone talks about advanced formulas, dynamic ranges, and automation.
But the real edge comes from understanding what’s happening underneath the model.
That’s why tools like F2 and F9 matter so much.
Not because they’re shortcuts.
Because they force you to inspect the logic.
Strong financial modeling isn’t about building faster.
🎧 Listen to the full episode on @thefpandaguy
#FinancialModeling #ExcelTips #FPandA #FinanceProfessionals #ExcelShortcuts #CorporateFinance #FinancialAnalyst #SpreadsheetSkills #ModelingBestPractices #FinanceLeadership #ExcelExperts
In this episode of Financial Modeler’s Corner, host Paul Barnhurst sits down with Ilyas Anis to unpack the real mindset behind financial modeling efficiency, Excel diagnostics, and why mastering the basics still beats chasing flashy shortcuts.
The best modelers don’t rely on complexity. They rely on clarity.
Everyone talks about advanced formulas, dynamic ranges, and automation.
But the real edge comes from understanding what’s happening underneath the model.
That’s why tools like F2 and F9 matter so much.
Not because they’re shortcuts.
Because they force you to inspect the logic.
Strong financial modeling isn’t about building faster.
🎧 Listen to the full episode on @thefpandaguy
#FinancialModeling #ExcelTips #FPandA #FinanceProfessionals #ExcelShortcuts #CorporateFinance #FinancialAnalyst #SpreadsheetSkills #ModelingBestPractices #FinanceLeadership #ExcelExperts



![How to Save Time in FP&A Using Structured AI Analysis with Nick and Dan
In this episode of Future Finance, Paul Barnhurst and Glenn Hopper sit down with Nick Jain and Daniel Settel, co-founders of Eagle Rock CFO, to discuss how AI is reshaping FP&A and fractional CFO services. Nick and Dan explain how their AI-powered system combines structured data processing, automation, and financial expertise to help companies analyze complex financial data faster, reduce manual workload, and uncover hidden value in their operations.
Dan and Nick are co-founders of Eagle Rock CFO, a financial advisory firm helping mid-size businesses grow faster and improve profitability. They combine AI and technology to deliver operational finance insights at a fraction of traditional consulting costs. Both are Harvard Business School graduates, with undergraduate degrees from Stanford and Dartmouth. Dan previously co-founded FinTech company Zanbato and worked as a professional investor at PrimeCap, while Nick has experience in private equity investing and scaling companies across SaaS, footwear, and trucking.
In this episode, you will discover:
AI works best when paired with structured financial data, not raw inputs
Why deterministic systems still matter alongside AI in finance workflows
How Eagle Rock’s 5-step system improves financial analysis accuracy
Why human oversight is still needed in AI-powered FP&A systems
How fractional CFOs can save 20–50 hours per month using AI tools
Nick and Daniel demonstrate how AI is transforming finance by automating analysis while still relying on structured systems and human judgment. Their approach shows that the future of FP&A is not fully autonomous AI, but a hybrid model where AI enhances decision-making, improves efficiency, and strengthens financial visibility.
Follow Nick:
Website: https://www.eaglerockcfo.com/
LinkedIn: https://www.linkedin.com/in/nickmjain/
Follow Dan:
Website: https://www.eaglerockcfo.com/
LinkedIn: https://www.linkedin.com/in/dsettel/
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:00] – Trailer
[04:10] – Founding Eagle Rock CFO
[06:21] – Deterministic vs probabilistic systems
[07:22] – Why agents are not enough
[09:13] – Data compression and structuring
[10:13] – Human oversight in AI workflows
[14:51] – Data mess in SMB finance
[18:38] – White-label and consulting model
[22:18] – How to start using AI safely
[29:36] – CFO vs CEO vs CIO experience
[33:45] – Closing thoughts How to Save Time in FP&A Using Structured AI Analysis with Nick and Dan](https://i.ytimg.com/vi/BqfRS_S-WcQ/mqdefault.jpg)


![FP&A Career Advice and the Current State of FP&A with Glenn and Paul
FP&A & AI Software Showcase: Explore Leading Tools
FP&A leaders are embracing AI, and we’re here to help. On May 21st, I’ll host the FP&A & AI Software Showcase, featuring FP&A planning and AI tools like Concourse, Sapien, Drivetrain, and Una AI. Join us for live demos, insights, and no sales pressure.
Register today: www.thefpandaguy.com/fpa-software-showcase
In this episode of FP&A Unlocked, Paul Barnhurst speaks with Glenn Snyder about the current state of FP&A, focusing on career growth, hiring challenges, and how the role continues to evolve. Glenn shares his perspective on why networking matters more than ever in today’s job market, how professionals can stand out without relying only on certifications, and what it really takes to move up in FP&A. They also discuss the shift toward strategic partnership, the importance of understanding business drivers, and how leadership and empathy shape long-term success
Expect to Learn:
Why networking is the most effective way to find opportunities
How to stand out in a competitive job market
The shift of FP&A from reporting to strategic partnership
Why understanding business drivers is critical in FP&A
Here are a few relevant quotes from the episode:
If you cant figure out how to get other people to move with you, your career is not going to go anywhere. — Glenn Snyder
“Leadership isn’t about telling people what to do, it’s about getting them to follow you.” – Glenn Snyder
Glenn explains that career growth in FP&A is no longer about following a fixed path or relying on credentials. It comes from building relationships, gaining real experience, and understanding how the business works. He also highlights that strong professionals go beyond numbers by connecting financial results to real business drivers and supporting better decisions.
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/glenntsnyder/
Website: https://www.riveron.com
Earn Your CPE Credit
For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.
In Today’s Episode
[00:00] – Trailer
[02:29] – FP&A Education Gap
[06:34] – Certifications vs Experience
[09:56] – Networking for Jobs
[11:22] – Building Personal Brand
[12:16] – Volunteering & Experience
[17:45] – FP&A as Strategic Partner
[22:19] – Finance & Business Roles
[24:03] – Empathy in Leadership
[29:46] – Career Growth Strategy
[33:14] – Leadership vs Execution
[38:12] – Drivers & Scenario Planning
[44:50] – People Management Lessons
[52:44] – Ethics & Transparency FP&A Career Advice and the Current State of FP&A with Glenn and Paul](https://i.ytimg.com/vi/CNe-5Hv3YnA/mqdefault.jpg)



![An Evaluation of the FPI AI Program and How 3 Finance Pros Are Using AI Today
In this episode of FP&A Unlocked, host Paul Barnhurst is joined by Nitesh Mukhi, Rohit Menon, and Sweta Jhalani to discuss how AI is transforming the FP&A profession and changing the way finance teams work. The guests share their experiences with the AI FP&A Programme, exploring practical AI applications, automation, financial analysis, and the skills finance professionals need to stay ahead. They also discuss why domain expertise, human judgment, and business understanding remain essential in an AI-driven finance world.
Nitesh Mukhi is the Finance Director at Presight AI, an AI analytics and big data analytics company in Abu Dhabi, with over two decades of experience across auditing, financial analysis, treasury, and FP&A roles at companies including Schlumberger, FedEx, and KPMG. Rohit Menon is a Regional Finance professional at Bioltec with more than 19 years of experience across multinational companies, focusing on finance transformation and developing FP&A capabilities. Sweta Jhalani is a Chartered Accountant and FP&A Manager based in India who transitioned from audit into FP&A, building experience in financial planning, analysis, and business partnering
Expect to Learn:
How AI is transforming FP&A workflows
Practical finance use cases for AI tools
The importance of financial modelling and business partnering
Why human judgment remains critical in AI adoption
Building the skills needed for the future of finance
Here are a few relevant quotes from the episode:
“AI is an enabler. Its going to enhance your work, and I think its going to help you in your day-to-day work.” - Nitesh Mukhi
“AI is not the solution to each and every problem.” - Sweta Jhalani
AI is changing the way finance professionals approach their work, but the fundamentals of finance remain important. The ability to understand business needs, interpret data, communicate insights, and apply human judgment will continue to separate great FP&A professionals from the rest.
Follow Nitesh:
LinkedIn: https://www.linkedin.com/in/nitesh-mukhi-7504456/
Follow Rohit:
LinkedIn: https://www.linkedin.com/in/rohit-menon1984/
Follow Sweta:
LinkedIn: https://www.linkedin.com/in/caswetajhalani/
Disclosure: Portions of this episode (such as the introduction or promotional segments) uses AI-generated voice narration produced under human editorial review.
Earn Your CPE Credit
For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.
In Todays Episode:
[00:00] - Introduction
[01:21] - Guest Introductions
[04:09] - What Great FP&A Looks Like
[07:17] - Why They Joined the AI FP&A Programme
[12:06] - Inside the AI FP&A Programme
[14:35] - Real-World AI Use Cases
[17:15] - Key Lessons From the Programme
[22:11] - The Reality of AI in Finance
[30:14] - AI Projects and Applications
[34:03] - Advice for Finance Professionals
[36:50] - The Future of AI in FP&A
[40:21] - Essential FP&A Skills
[43:34] - Skills Needed for AI Success
[46:36] - Quick-Fire Questions
[52:20] - Final Thoughts and Advice An Evaluation of the FPI AI Program and How 3 Finance Pros Are Using AI Today](https://i.ytimg.com/vi/DH8MYyaFd4o/mqdefault.jpg)