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cover of episode Packed insights for Excel in FP&A: Jeff Gudim

Packed insights for Excel in FP&A: Jeff Gudim

2025/6/8
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FP&A Today
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Jeff Gudim: 我目前在战略教育担任高级财务分析师，主要负责支持IT部门的预测和分析工作。我认为我在Excel方面的经验帮助我快速晋升，甚至可以说，我能得到战略教育的这份工作，Excel经验功不可没。我小时候对Excel一窍不通，觉得它很神秘。我在一家制造公司做成本估算员时，开始真正喜欢上Excel，我喜欢看所有数据如何汇集成最终数字。我曾经构建过一个退休计划模型，它比当时使用的专业软件更简单，还能进行蒙特卡洛模拟。我构建的这个模型运行良好，可以用五到十个客户的详细信息，给出一个蒙特卡洛估计。为了创建蒙特卡洛模拟，我使用了嵌套的RAND函数，并结合了大量的IF THEN语句来引导市场回报的随机化。由于RAND函数是Excel中的一个易失性函数，所以我创建了我的场景，然后对结果进行了硬编码。通过在Excel中构建蒙特卡洛模拟，我对它的理解更加深刻。

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Jeff Gudim's career journey from private wealth management to corporate FP&A is highlighted, emphasizing the pivotal role of Excel in his professional growth and transition. His current role at Strategic Education, focusing on forecasting and analysis for a $100 million IT function, is also discussed.
  • Transition from private wealth management to corporate FP&A
  • Excel's role in career advancement
  • Current role at Strategic Education involving forecasting and analysis for a $100 million IT function

Shownotes Transcript

This episode is 53 minutes packed with practical Excel insights for an FP&A practitioner and Excel advocate at the top of his game. Jeff Gudim is a senior financial analyst, Excel evangelist and hardcore financial model architect at Strategic Education, listed on the NASDAQ and which owns for-profit, online Capella University and Strayer University, Jeff made the leap from private wealth management to corporate FP&A, leveraging his financial planning skills and Excel skills rising up as a data-driven problem solver. Jeff  leads forecasting and analysis for a hundred million dollars IT function. 

In this episode

  • Getting from private wealth management to FP&A

  • How Excel jumpstarted my career 

  • My favorite ever Excel model 

  • Monte Carlo simulations 

  • 3 time saving tips every FP&A professional needs 

  • Dynamic arrays and Lambda functions and “fundamental” Excel change How to convince your team to use advanced Excel Completely new favorite Excel function or feature

Connect with Jeff Gudim on LinkedIn: https://www.linkedin.com/in/jeff-gudim-7a994546/)