If we’re ever going to have a just economy, we’ll have to build it from the ground up. Flowing resources to front-line communities that face the worst of the climate crisis and the racial wealth gap ...

In a business landscape increasingly shaped by state-level governance, the ability to price legislative movement into financial planning has become a strategic advantage.

As cloud-based software becomes the norm for many functions inside of modern businesses, data silos are growing into an outsize problem. This is particularly true in the financial industry, where ...

What if you could build a professional-grade financial model in minutes, not hours? Imagine walking into a high-stakes meeting armed with a dynamic tool that not only crunches numbers but also adapts ...

The classic description of a successful investment banking analyst is “detail-oriented.” When you arrive at an investment bank fresh out of college, you will be asked to prepare materials for client ...

At Portrait Analytics, David Plon and his five-person team are building an AI-powered “junior analyst.” Plon, the startup’s co-founder and CEO, knows the role well—he was one for several years with ...

What if you could predict a company’s financial future with precision, make data-driven decisions, and impress stakeholders, all using one tool? Excel, often underestimated as a simple spreadsheet ...

Financial models have become one of the most important decision-making tools in modern finance. They are critical to enabling informed decision-making. But oftentimes, they are flawed with deep and ...

According to Stephen Greet, CEO & co-founder of BeamJobs, self-made millionaires often seek advice from bold thinkers outside of traditional finance. “While this advice can be valuable for people with ...