AI Marketing Masters by Annika Helendi

Helping marketers and solopreneurs leverage AI so they could easily do a 5-person job alone. 

Follow my Youtube channel for free automation tutorials and join the AI Marketing Masters community to get access to all the shortcuts - blueprints, templates and prompts.

Founder

astronaut.marketing

Custom SEO-driven growth strategies for B2B SaaS startups in the $1-10M ARR range.
// Strategy creation, consulting and advisory
// Open to fractional CMO roles

Fractional CMO, Growth Consultant, SEO Strategist

Blessed Pirate

Get weekly LinkedIn posts for publishing. Build your personal brand as an expert - https://blessedpirate.com

ContentFly

* Developed and implemented the go-to-market strategy
* Bootstrapped ContentFly to $500k ARR in 2019
* Developed and launched 2 add-on products

Co-Founder & CMO

Dashbird

* Developed and implemented the go-to-market strategy
* Built the initial marketing team
* Raised a seed round of $800k in 2018

Teamweek 

* Took over and lead a 12-person internationally distributed team 
* Revamped the business and turned it profitable in 2 months. 
* Grew the revenue by 100% in 2017 (to $700k ARR).

Toggl

* Generated 1.8 million signups over 4 years without a marketing budget (60% year-over-year growth)
* Put together and lead the initial marketing team
* Worked with cross-functional teams to create growth loops, improve the product experience and customer lifetime value.

Head Of Marketing

🪭AI fangirl. Founder. Marketer.

📌 Helping B2B startups grow since 2012

📌 Generated close to 2 million SEO signups in Toggl (and helped to generate many more millions through my consulting work)

📌Favorite roles: founder, CEO, CMO, fractional CMO, SEO strategist, growth consultant

📌Career highlights: made Teamweek profitable and scaled it to €700k ARR with a fully distributed remote team, raised a seed round for Dashbird, launched a bunch of bootstrapped startups during Covid that all failed, been able to avoid having a boss for over 5 years, worked with over a 100 founders, launched a profitable side-business (Blessed Pirate).

Annika Helendi

We are hiring at Vacation Tracker! 

Want to work with me and David Vero in a fully remote, work-from-anywhere B2B SaaS? 

We are looking for a full-time (video-first) Content Marketing Manager to join our marketing team. 

To apply, you must either have a personal Youtube channel, or a company one you have worked on. Please use this form to apply and to get more information - https://lnkd.in/d7znqDBq 

📷 picture from our last team meetup in Greece. 

📌 I've been working on growing Vacation Tracker since September 2025. We are lean and innovative and we have REALLY ambitious plans for dominating the HR space. 

We also have a new hotshot $100M+ CEO Martin Gourdeau who joined at the same time as me and is leading the team with a great vision and experience. 

So, if you want to know more about the company's history (see how the founders Slobodan Stojanović and Lav Crnobrnja got started with it and grew it to close to $3M ARR) and plans for future, then check out these videos here - https://lnkd.in/dRxaTRTp

Hey, you probably know me as a finance content creator from LinkedIn or some other media.

But you probably don’t know this.

My goal is to help financial professionals like you, whether you are advancing your career in finance or running a private business, to double or triple your INCOME and have more PERSONAL TIME.

And, of course, to reach that without going through the hell I did.

Namely, I built a $7 million finance advisory firm from scratch in the last 10 years, but I must admit it was tough. 

There were 

times when I wanted to quit
times with tough deadlines, 
times when I had to stay up late to deliver reports to clients or CEOs, 
times when my life became unbalanced, and 
times when I didn't have time for my family.

Maybe you're going through this too, but you're not alone. 

That's why I want to share my journey with you, my colleagues, to present what's most important.

Of course, you may not earn millions, but MY FAILURE would be if my colleagues who follow my materials don't at least double their income and stop working overtime. 

So, I'm giving you a script or cheat sheet through my Learning platform.

If I had to summarize, two things are especially important:

•	Developing technical and behavioral skills.
•	"Selling" what you've developed .

Join me on a journey to unlock your full potential, achieve your career goals, and excel in corporate finance. 

See you at my learning platform:  BojanFin.com

Love you all!

Bojan Radojicic

We build 7 usual FP&A templates every FP&A junior should have. Download here: https://lnkd.in/d3jfV-Ha

I recently audited an FP&A team that was working 70-hour weeks.

They were smart.
They were hardworking.
But their reporting was a mess.

Every month was a "fire drill." 

Static spreadsheets. 
Broken VLOOKUPs. 
Manual variance comments that took 3 days to write.

When the CFO asked for a 12-month rolling forecast, the room went silent. 

They didn’t have a model for it. They had to build it from scratch. Again.
This is the hidden cost of "manual" finance. We hire top talent, then we ask them to act like data entry clerks.

In my 15 years in finance, I’ve realized something: The difference between a "good" team and a "world-class" team isn't the software they buy. 

It’s the standard of the templates they build.

You shouldn't be reinventing the wheel every Monday morning. There are 7 "Must-Have" templates that every FP&A professional needs to master.

From 3-Statement models to Driver-Based forecasting. If you have these ready, a "fire drill" becomes a 10-minute update.

Efficiency isn't about working harder. It’s about having the right infrastructure.

If you want to master these reports and learn how to apply AI to speed up your FP&A workflow, join our learning platform.

P.S. If you want to take it a step further, I invite you to join Corporate Finance Hub®.

Learn more 👉 https://lnkd.in/dgAwnxfw

It is the place where you can learn exactly how to build these models and apply AI to automate your FP&A workflow.

See you there.

FP&A and Corporate Finance Strategist | Ambassador of Best AI Solutions for Finance | 3x Founder | CEO of WTS Tax & Finance

Want to see how AI really works in finance? Join my LIVE WEBINAR— 12 AI Practical Cases for FP&A: https://luma.com/szlqxxyl

Join my webinar so we can discuss live. The webinar is sponsored by NetSuite.

AI is no longer “nice to have” in finance — it’s already transforming how we analyze, forecast, and report.

Here’s what you can do with AI today:

Financial Statement Analysis – spot trends, ratios, and red flags instantly
Forecasting & Scenario Planning – build multi-scenario models in minutes
Budget Variance Analysis – explain deviations automatically
KPI Dashboard Creation – generate visual dashboards with no manual work
Cash Flow Forecasting – run rolling projections with accuracy
Working Capital Optimization – detect liquidity risks and improve cash cycles
Cost Structure Analysis – classify and benchmark expenses

and more.

🛠️ Tools you can use for these use cases:

ChatGPT – analysis, commentary, draft presentations, expense insights
Genspark – full 3-statement models, DCF, dashboards, scenario planning
Perplexity – due diligence, benchmarking, industry trends, risk checks
Claude – budget analysis, investor memos, structured outputs
Excel Copilot – AI-driven formulas, variance analysis, forecasting
Power BI with AI add-ins – dashboards, anomaly detection, visualization

💡 Bottom line: AI won’t replace finance professionals — but it will replace hours of manual work with sharper insights, better storytelling, and faster decisions.

👉 Check the visual below for a complete list of 20 AI use cases in finance.

AI is already transforming reporting, forecasting, and modeling.
The question is — will you adapt or fall behind?

👉 Join the 𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝗛𝘂𝗯 and stay ahead with AI-powered finance.

https://lnkd.in/dpt3FYd3

👉 Or, if you only want to sharpen your 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝗶𝗻𝗴 skills, start with my dedicated course.

https://lnkd.in/dHKuG3tB

Cheers, see you inside.

Want a ready-to-use WACC model? Download it here: https://lnkd.in/dvUUaP6T

Every finance professional should know these terms — and I combined all of them into one simple, clean WACC template you can use immediately.

Usually, I use Damodaran database for support. There you have many indicators for WACC calculation.

Pro tip:

You can use Perplexity for support, asking to make WACC parameters estimate as double check. 

Inside the sheet, you will find:

• Weighted Average Cost of Capital
• Comps Median Unlevered Beta
• Post-Tax Cost of Debt
• Other Risk Premiums
• Market Capitalization
• Equity Risk Premium
• Pre-Tax Cost of Debt
• Total Risk Premium
• Target Debt/Equity
• Capital Structure
• Risk-Free Rate
• Cost of Equity
• Equity Weight
• Levered Beta
• Specific Risk
• Cost of Debt
• Total Capital
• Debt Weight
• Debt/Equity
• Total Debt
• Size Risk
• Tax Rate

Perfect for valuation, FP&A, investment cases, budgeting models, or interview preparation.

Want to develop your modeling skills? Watch these 70 financial modeling lessons through 7 modules
 
1️⃣ Initial settings
2️⃣ Forecasting model
3️⃣ Budget modeling
4️⃣ DCF modeling
5️⃣ PE & LBO modeling
6️⃣ Project evaluation modeling
7️⃣ Model audit and review
 
Plus: 50+ Excel modeling sheets + 600 Tutorial pages
 
Access here: https://lnkd.in/d87qgEZc
 
See you in the course.

Look new video resources about AI use. 
Join my AI x FP&A webinar: https://luma.com/szlqxxyl

We are currently witnessing significant progress in AI for finance. 

Every day, we see more AI-powered spreadsheet tools. 

After 40 years of traditional Excel, having AI models directly inside our spreadsheets is the most important step forward for our profession.

Tools like ChatGPT and Gemini now allow us to create dynamic HTML tools, which was unthinkable just a year ago. 

Also, we no longer need to be top-tier mathematicians or programmers to apply advanced forecasting techniques in FP&A.

These are some of my new lessons here on YouTube. 

I also invite you to join my webinar on January 20th, where we will cover 12 practical case studies on how to use AI in Finance.

See you there.
-----

Authors of these videos:

Nicolas Boucher 
Paul Barnhurst 
Soufyan Hamid 
Christian Wattig 
David Fortin, CPA 
Bojan Radojicic

After 20 years in finance, I have a new way to forecast. Join my webinar and I’ll show you the details: https://luma.com/szlqxxyl

I struggled for years to master complex statistical methods because they required too much technical knowledge, while my career demanded I focus on leadership. 

Of course, I had a team and we always produced good forecasts, but times are changing.

We cannot build forecasts for 2026 and 2027 using tools from 2003. 

This is the new era. 

We now have the ability to run AI agents—like Claude and others—directly inside Excel. Here is an example of what I created in Claude using just a single prompt. 

If you need the prompt, you can download it here: https://lnkd.in/ekqVtnqr

This is the process how this tool works:

1. I provided historical data and explain the context in the prompt
2. Ask to determine best appropriate forecasting method
3. Explain what forecast I need
4. Run scenario analysis
5. Test accuracy and reliability 
6. Make executive summery for users.

Join my webinar so we can discuss live. The webinar is sponsored by NetSuite 

See you soon!

2,000+ new AI tools launched in the last 12 months. 

That is the reality of Finance today. 

It’s not just innovation. 
It’s noise. 

Last year, I sat down with my team to look at our tech stack. 

We realized we were spending more time researching tools than actually using them. 

We were losing hours every week just trying to figure out "what works." 

The cost of choosing the wrong tool isn't just the subscription fee. 
It’s the weeks of wasted implementation and the team's lost trust. 

AI moves fast, but most of us are just running in place. 

We realized there is no "source of truth" for Finance AI. 

So, we decided to build it ourselves. For the past year, I’ve used 365 days for research. 

We found the 5% that actually move the needle. 

Everything in one place, vetted by finance professionals, for finance professionals. 


If you want to Become an AI-powered finance professional join our Corporate Finance Hub®. 

👉 https://bojanfin.com/

𝗣𝗦: 𝗛𝗼𝘄 𝗺𝗮𝗻𝘆 𝗔𝗜 𝘁𝗼𝗼𝗹𝘀 𝗵𝗮𝘃𝗲 𝘆𝗼𝘂 𝘀𝗶𝗴𝗻𝗲𝗱 𝘂𝗽 𝗳𝗼𝗿 𝗮𝗻𝗱 𝗻𝗲𝘃𝗲𝗿 𝘂𝘀𝗲𝗱? 𝗪𝗵𝗮𝘁 𝗶𝘀 𝘆𝗼𝘂𝗿 𝗳𝗮𝘃𝗼𝘂𝗿𝗶𝘁𝗲.

Want to see how AI really works in finance? Join my LIVE WEBINAR— 12 AI Practical Cases for FP&A: https://luma.com/szlqxxyl

And, it’s not a future trend — AI is already transforming how finance teams analyze performance and make smarter decisions every day.

Take this simple example 👇

Upload financial statements into ChatGPT and ask:

“Summarize income and balance sheets, highlight key changes, and flag risks.”

In seconds, it detects growth trends, margin shifts, leverage levels — even suggests policies.

🧠 The visual below shows 14 top prompts for financial analysis — covering profitability, cost structure, liquidity, and more.

That’s how finance pros shift from manual crunching to strategic insight — faster and sharper.

If you want to get real practice on how to use AI in corporate finance I invite you to access my AI Financial Mastery Course that includes 5 modules:

1️⃣ Financial modeling
2️⃣ Reporting & analysis
3️⃣ Budgeting & forecasting
4️⃣ Investments & valuations
5️⃣ Private equity

Plus: Each week new lesson

Access here: 
👉  https://lnkd.in/djr8W__s

Keep learning, Bojan

Over my 20 years in finance, I never liked handling a data mess. 

It was a 'vision killer.' 

Yet, it’s a must if we want accurate reports and forecasts. 

But, the more time spent on data processing, the less time remains for value creation. 

It seems a new era is coming. 

With AI, we can cut down processing time significantly, leaving more room for strategic thinking, business partnering, and value creation. AI can finally handle the complexity of real financial analysis and deliver outstanding models.

When it comes to modeling, my main doubt about using AI was how well it would understand key accounting equations and principles. 

But even that is no longer a barrier. 

This is my latest model in Claude for Finance. 

It keeps getting better, giving us more time for visionary and critical thinking.
 
Here is how I did this. First, I uploaded historical data in the spreadsheet that reflect my financial statements layout I want to model. Then I wrote a prompt indicating:

•  Model structure & layout (tabs, timelines, orientation)
•  Kay business drivers
•  List of all assumptions on the financial statement item/group level
•  KPI Dashboard layout
•  Accounting equations checks

The result?

Astonishing model, everything is in balance, every formula is documented, formats the same as our firm actually uses.

Want to give it a try? Start here: http://clau.de/bojan

What are your thoughts, experiences and ideas? Write in comments, and let’s explore that together. 

#ClaudePartner

Brand partnership • FP&A and Corporate Finance Strategist | Ambassador of Best AI Solutions for Finance | 3x Founder | CEO of WTS Tax & Finance

2026 is an AI game changer for FP&A teams. 

Based on my research, there is almost no FP&A vendor left that isn't investing in AI features.

Dashboards are slowly evolving into AI agents that tell us much more 

They are starting to identify bottlenecks on their own and suggest our next moves. 

Are some of the 'red flags' they raise trivial? Probably. 

But could we identify every critical insight ourselves using only traditional features? 

Definitely not.

Are some of the AI recommendations pointless? Maybe. 

But we aren't forced to adopt them. AI is here to give us more ideas and potential actions. 

That’s why you should stay with me in 2026. I am closely following the progress and scouting the best solutions for FP&A teams.

Here are some of the tools to watch:

Workday Adaptive Planning 
Drivepoint 
Switch-IO
Drivetrain
Datarails
NetSuite
Pigment 
Abacum 
Runway 
Aleph 
Jedox 
Pluvo
Nilus 

I'm building special web page about this. Stay tuned. 

I would also like to mention a few wonderful people who have made a great contribution to providing us with tools like these: 

Alok Goel 
Ananya Khare 
Katarina M. 
Andrew Lee 
Mitch McCaw 
Danielle Hefetz-Cohen 
Yoni Argaman  

𝘕𝘰𝘵𝘪𝘤𝘦: 𝘈𝘭𝘭 𝘳𝘦𝘷𝘪𝘦𝘸𝘴, 𝘳𝘢𝘵𝘪𝘯𝘨𝘴, 𝘢𝘯𝘥 𝘤𝘰𝘮𝘱𝘢𝘳𝘪𝘴𝘰𝘯𝘴 𝘢𝘳𝘦 𝘣𝘢𝘴𝘦𝘥 𝘴𝘰𝘭𝘦𝘭𝘺 𝘰𝘯 𝘵𝘩𝘦 𝘢𝘶𝘵𝘩𝘰𝘳'𝘴 𝘱𝘦𝘳𝘴𝘰𝘯𝘢𝘭 𝘳𝘦𝘴𝘦𝘢𝘳𝘤𝘩. 𝘕𝘰 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘤𝘰𝘮𝘱𝘦𝘯𝘴𝘢𝘵𝘪𝘰𝘯 𝘰𝘳 𝘱𝘢𝘺𝘮𝘦𝘯𝘵𝘴 𝘸𝘦𝘳𝘦 𝘳𝘦𝘤𝘦𝘪𝘷𝘦𝘥 𝘧𝘳𝘰𝘮 𝘢𝘯𝘺 𝘷𝘦𝘯𝘥𝘰𝘳 𝘧𝘰𝘳 𝘵𝘩𝘦 𝘱𝘶𝘳𝘱𝘰𝘴𝘦 𝘰𝘧 𝘭𝘪𝘴𝘵𝘪𝘯𝘨. 𝘈𝘭𝘭 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯 𝘪𝘴 𝘱𝘳𝘰𝘷𝘪𝘥𝘦𝘥 𝘧𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺. 

P.S. What I missed, write in comments?

P.P.S. Join my upcoming webinar, where I’ll show totally new ways to utilize AI in FP&A through 12 practical examples

👉 https://luma.com/szlqxxyl

See you there!

I have some teammates who are awesome in Excel. But now we must move forward with AI. Join my 𝗟𝗶𝘃𝗲 𝗠𝗮𝘀𝘁𝗲𝗿𝗰𝗹𝗮𝘀𝘀: https://luma.com/szlqxxyl

Here are the dramatic changes in key areas:

𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗿𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴

Before: 5-7 days of manual data copying, excel gymnastics, late nights 

After: auto-generated reports in 2 hours, ai creates narratives and explanations

𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗮𝗻𝗱 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀

Before: surface-level analysis limited to basic metrics, waiting weeks for deeper insights 

After: ai discovers hidden patterns, real-time predictive insights, actionable recommendations

𝗖𝗼𝗺𝗺𝗲𝗻𝘁𝗮𝗿𝘆 𝗮𝗻𝗱 𝗲𝘅𝗽𝗹𝗮𝗻𝗮𝘁𝗶𝗼𝗻𝘀

Before: hours writing explanations for every variance, standard template texts 

After: ai generates contextual commentary that explains the "why" behind the numbers

𝗕𝘂𝗱𝗴𝗲𝘁 𝘃𝗮𝗿𝗶𝗮𝗻𝗰𝗲 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀

Before: manual comparison of actual vs budgeted figures, focus on "what" 

After: ai automatically identifies critical variances and explains root causes

𝗗𝗮𝘀𝗵𝗯𝗼𝗮𝗿𝗱𝗶𝗻𝗴

Before: static pdf reports, outdated as soon as they're sent 

After: interactive real-time dashboards with predictive alerts

𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗮𝗻𝗱 𝗯𝘂𝗱𝗴𝗲𝘁𝗶𝗻𝗴

Before: bottom-up excel tables, months of iterations, political obstacles 

After: ai-driven forecasting that combines historical data with market intelligence

𝗥𝗲𝘃𝗶𝗲𝘄𝗶𝗻𝗴 𝗮𝗻𝗱 𝘃𝗮𝗹𝗶𝗱𝗮𝘁𝗶𝗼𝗻

Before: manual error checking, missed red flags 

After: ai automatically detects anomalies and suggests corrections

The result? 

finance professionals are shifting from "number crunching" to strategic advisory. instead of spending 80% of time preparing data, we now spend 80% of time on interpretation and decision-making.

The question isn't whether ai will replace financial analysts - it's whether financial analysts who use ai will replace those who don't.

I watched a $3.5M acquisition almost fall apart during a board review. 

Not because the strategy was wrong. 
Not because the market changed. 

Because of a single circular reference error in the debt schedule. 

One #REF! error appeared. Then another. 

Suddenly, the NPV didn't make sense. The IRR was jumping. The Board lost confidence in 10 minutes. 

I spent 14 hours that weekend rebuilding the entire model from scratch. At that point, I had been in finance for 15 years. 

And there I was, tracing cell dependencies like an intern at 2 AM. 

That’s when it hit me: the manual way is a massive risk. 

We accept "messy data" and "manual linking" as normal. It isn't. It’s a liability. 

Today, that same error takes me 60 seconds to fix. 

I use AI to debug formulas, clean messy imports, and review models. 

I don't need to be a Excel advanced. I just need to know how to direct the AI agent inside my sheet. 

What took 14 hours now takes 14 minutes. 

You can either keep grinding manually, or you can learn the new way to work. Ready to level up? Join our Corporate Finance Hub® and master AI in finance. Stop fixing formulas. Start making decisions.

Join here:

https://lnkd.in/dASNWT8n

Also, do not forget to join my Webinar : AI in Action: 12 Real Use Cases for FP&A:

https://lnkd.in/dnmQ2fuw

47 hours.

We spent that much time last year on one client's board approval cycle.

47 hours of senior consultant time. On paperwork. 

Don't believe it? 

I didn't either until I did the breakdown:

→ 12 hours preparing document packages 
→ 9 hours routing to the right signers in the right sequence 
→ 14 hours following up on missing signatures 
→ 8 hours fixing version conflicts 
→ 4 hours re-doing because someone used the wrong version

None of this required finance expertise. Any of it could have been automated.
12 months ago, I accepted this as normal. "Complex deals mean complex paperwork."

I was wrong.

The deal was complex. The paperwork didn't have to be.

When I calculated the cost - 47 hours × senior rates - we burned thousands on a process problem. On one deal! 

And I don’t even want to think about other processes and teams 
[think HR, PM, accounting]. 

The irony: now we can fix it in no time.  

I don't need to build software. I don't need months of integration. I don't need to retrain the team.

Anvil handles routing, versioning, and signatures automatically. All through API and embeds. So it fits into my and your existing workflow, not around it.

What took 47 hours now takes 1.

Every day, you are losing momentum by not checking it out. 

Ever calculated how much time your team burns on document admin? 
#AnvilSponsor

2026 best FP&A and Finance Events. What a chance for building relationship and partnering. 

I’ve mapped out my global roadmap for the year!

Targeting the biggest stages in the US, Europe, and the Middle East to connect with the brands and innovators redefining FP&A

Here are some of the most popular conferences and expos (full list is given in the visual below):

Finance and Accounting Technology
Finance Alliance Events
Dubai FinTech Summit
EPM Summit  
iFX EXPO 
Finovate 
Gartner

Some popular exhibitors/vendors to watch:

insightsoftware
Vena Solutions
IRIS CARBON® 
Drivetrain
Datarails 
Campfire
NetSuite  
Abacum 
Pigment 
Runway
Anaplan
Prophix 
FloQast 
Planful 
Aleph 
Board 
Jedox 
Nilus 
Xero 
Intuit 
SAP

Some of the leaders and creators you can't miss (I'm hoping to finally meet some of them in person!

Wassia Kamon, CPA, CMA, MBA
Lauren Elizabeth Pearl 
Alex Stojanovic, MSc. 
Anders Liu-Lindberg 
Josh Aharonoff, CPA 
Christian Wattig 
Nicolas Boucher
Paul Barnhurst
Soufyan Hamid
John Sanchez 
Glenn Hopper 
Chris Ortega 
 
and many others. 

P.S. I know I missed something, let me know what in comments. 

P.P.S. Are you attending any of these? Drop a comment below or DM me so we can talk about the future of FP&A!

If you are in FP&A, you should follow this. 

I tried to bring together important FP&A factors in one place. 

Popular FP&A vendors:

Workday Adaptive Planning 
Phocas Software 
Vena Solutions 
Unit4 FP&A 
Iris Finance 
Switch-IO 
Drivetrain 
Datarails 
Abacum 
Pigment 
Runway 
Lucanet 
Board 
Jedox 
Aleph 
Nilus 


This is a list of popular conferences

𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝗮𝗻𝗱 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝘁𝗲𝗰𝗵 𝗲𝘅𝗽𝗼
𝗘𝘅𝗰𝗲𝗹𝗲𝗿𝗮𝘁𝗲 𝗙𝗶𝗻𝗮𝗻𝗰𝗲
𝗔𝗙𝗣 𝗙𝗣&𝗔 𝗳𝗼𝗿𝘂𝗺
𝗙𝗣&𝗔 𝘀𝘂𝗺𝗺𝗶𝘁
𝗘𝗣𝗠 𝘀𝘂𝗺𝗺𝗶𝘁
𝗔𝗙𝗣 𝗮𝗻𝗻𝘂𝗮𝗹

A list of certifications

𝗔𝗙𝗠/𝗖𝗙𝗠/𝗠𝗙𝗠
𝗙𝗠𝗩𝗔
𝗖𝗠𝗔
𝗖𝗙𝗣
𝗖𝗙𝗔

 A list of popular service providers:

Lauren Elizabeth Pearl 
Alex Stojanovic, MSc.  
Srecko Cosovic 
Glenn Hopper 
Chris Ortega
Ben Murray 
Chris Burns 
 
 A list of well-known creators and corporate trainings.

Christian Wattig - On-site corporate trainings 
Soufyan Hamid - Corporate trainings
Alex Stojanovic, MSc.
Josh Aharonoff, CPA
Anders Liu-Lindberg 
Nicolas Boucher 
Paul Barnhurst 
 John Sanchez 
Chris Reilly 

Write in the comments your recommendations for conferences, trainings, certifications, and more.

~~~~

If you want to build your career around FP&A, I suggest that you start by learning how to apply AI in FP&A. 

That is why I created my Corporate Finance Hub® , a place where you can transform into an AI-powered FP&A professional. 

Learn more: https://lnkd.in/dtWcBaE5

See you inside.

Want to create a dashboard like this in just a few minutes?  𝗝𝗼𝗶𝗻 𝗺𝘆 𝗟𝗶𝘃𝗲 𝗪𝗲𝗯𝗶𝗻𝗮𝗿:  https://luma.com/szlqxxyl


Building dashboards has never been easier. 

I’ve spent years working in Excel, always wanting to master Power BI and similar tools to create 𝘣𝘦𝘢𝘶𝘵𝘪𝘧𝘶𝘭 𝘥𝘢𝘴𝘩𝘣𝘰𝘢𝘳𝘥𝘴. 

But it seems I’ve skipped that entire era — thanks to the rise of AI tools.

This is just one example of what I built. Let’s take a look at 𝗻𝗶𝗻𝗲 𝗺𝗼𝗿𝗲 𝘄𝗮𝘆𝘀 𝗔𝗜 𝗰𝗮𝗻 𝗯𝗲 𝘂𝘀𝗲𝗱 𝗶𝗻 𝗳𝗶𝗻𝗮𝗻𝗰𝗲.

We’ll spend two hours together in this live webinar — including a Q&A session where we’ll explore new possibilities 𝘵𝘰𝘨𝘦𝘵𝘩𝘦𝘳 in real time. 

I’m looking forward to chatting with you live and discovering what AI can really do for finance professionals.

See you at Tuesday! No recording, no replay.

500h overtime spent digging through a "Data Room".

That is my estimate looking juniors and seniors doing M&A work. 

The junior analysts manually extracting "Change of Control" clauses from many different contracts. 

Or, the desperate hunt for a specific Industry Beta on Damodaran’s database at 3 AM.

We’ve accepted this "M&A Overtime" as a normal. 
We thought burning out was just part of the price for a successful exit.

I’m here to tell you: the price just went down.

We are now using AI to handle the "invisible work" that kills deals.

Instead of days, it takes minutes to scan a VDR for red flags. 

Instead of manual scraping, AI connects directly to external benchmarks to validate your cost of capital. 

It can even "read" the tone of an earnings call to spot risks that aren't in the P&L.

We aren't just making models 10x faster. We are keeping the momentum alive when it matters most.

From generating the first draft of a CIM to running 10,000 Monte Carlo iterations in Python. 

The tech is finally here to let us focus on the deal, not the paperwork.

If you want to move your career into 2026, I invite you to join Corporate Finance Hub® . We teach you how to apply these exact AI workflows so you can stop the 500-hour overtime cycle.

Learn more: https://lnkd.in/dg-QpssP

Are you still doing Due Diligence the 2005 way, or are you ready to close deals faster? Tell me your thoughts in comments.

Why pay $10k+ to a Big4 firm when you can build the entire business plan for free with AI? Join my webinar I'll show how: https://luma.com/szlqxxyl

I saved a client $11,500 on a single business plan. 

Not by cutting corners. 
Not by outsourcing to a cheaper firm. 

By changing the tool we used to build the logic. 

A client came to me for a deep-dive evaluation of a new Gym Project. 

In the past, this would have meant two weeks of senior consultant time. 

Building the operational logic. 
Linking three financial statements. 
Calculating NPV, IRR, and Payback Periods. 

Instead, I used Genspark with a high-level 7-year project evaluation prompt. 

I defined the drivers: gym area, membership tiers, churn rates, and a 12-month ramp-up period. 

The result? 

A complete financial engine based strictly on Free Cash Flow. 

No financing distortions. Just the true cash-generating power of the facility. 

What used to be 40+ hours of manual Excel work was generated in minutes. 

It even packaged the calculations into a professional 10-slide deck for investors. 

The client didn’t pay for my hours spent "formatting cells." 

They paid for the insight. 

If you are still building business cases from a blank sheet, you are burning your most valuable asset: time. 

Being an AI-powered finance professional isn't about replacing your expertise. It’s about removing the friction so you can focus on the strategy. We teach these exact workflows in our Corporate Finance Hub® . It’s how you stay relevant in 2026. Would you rather spend 40 hours building a model or 40 minutes refining it?

Join us here: https://lnkd.in/dPCd82Xd

See you on the platform!

22 Likes     3 Comments

Usually, engagement on posts looks like this. 

Generating reach on LinkedIn is harder these days. 

According to Perplexity's sources, there are increasingly more creators relative to content consumers.

Creator-consumer ratio:

2023: 
1% creators, 9% engagers, 90% lurkers

2024: 
2-3% creators, 87-88% consumers

2025: 
2-3% creators, 85-87% consumers

Number of posts through time:

2023: 
1.5 million daily posts

2024: 
1.8 million daily posts

2025: 
Over 2 million daily posts

My drop in reach aligns with this statistic, but still solid in absolute amounts.

What is your statistic these days?

P.S. I post about AI + Finance + FP&A + Modeling

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The Battle

Annika Helendi

Bojan Radojicic

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Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Annika Helendi's LinkedIn Performance

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