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The world is…let’s be generous and say tumultuous at the moment. Tariffs, economic uncertainty, rapid tech change, and a falling dollar are landing squarely on finance and accounting professionals’ desks. There’s a lot to deal with, and it can be easy to neglect some of the fundamental skills and tools for your role when it feels like most days are spent putting out fires.
But don’t worry, we’re here to help. We sifted through many—oh, so many—humblebrags, barely disguised pitches piggybacking on bad news, and desperate cries for attention on LinkedIn to find useful cheat sheets on finance and accounting technology.
Our usual disclaimer to the wise: You should always look for additional resources and expertise when doing complicated finance (or accounting) work, because it can be difficult to accurately sum up sophisticated concepts in a short space.
With that said, take a look at these useful accounting technology cheat sheets CFO Brew recently found on LinkedIn.
- Christian Martinez, How to master data storytelling. With the dizzying pace of economic and trade disruption happening right now, finance pros need to communicate what’s happening as numbers and forecasts change. Christian Martinez, finance transformation senior manager at Kraft Heinz, offers eight data visualization tips and tools for better communicating financial data.
He demonstrates how several different types of visualizations such as waterfall charts, scatter plots, and heat maps can be used to explain different types of data. He then dives into each type of visualization and offers specifics on how they work, like why waterfall charts might be better for “tracking changes in net income or profit and loss analysis.” - Aleksandar Stojanović, Python for FP&A Cheat Sheet. Stojanović, a fractional CFO and FP&A consultant, offers up this one-page, densely packed infographic on using the Python programming language to create new models within the FP&A function.
Included are nine Python libraries essential for FP&A tasks, 10 steps for creating effective Python scripts for FP&A, and 15 real-world examples of Python applied in FP&A scenarios. He also lists 18 prompts for honing Python skills (like we said, densely packed). You may have to squint a bit to take everything in, but it’ll be worth it. - Grant Huang, Excel shortcuts you didn’t know existed. Since you’ll have to read Stojanović’s cheat sheet closely, we thought it might be nice to just watch one. Huang, an Excel trainer and consultant, uncovers hidden Excel tricks and demonstrates how to use them in this snappy, one-minute video.
We know, we didn’t think there were still new Excel hacks to be found either, but Huang shows viewers how to transfer an entire column, insert multiple rows between data, and duplicate a sheet. He narrates each step of the process while showing how it works on screen with clear graphics.