Mike The Finance Nerd
@f9finance.bsky.social
Save hours, crush deadlines, and get noticed. 👊
Finance leader turned automation wizard. 🧙♂️
👇 Grab 15 time-saving automation hacks—it’s free!
https://www.f9finance.com/newsletter/
Finance leader turned automation wizard. 🧙♂️
👇 Grab 15 time-saving automation hacks—it’s free!
https://www.f9finance.com/newsletter/
Pinned
Can Claude AI Really Cut Your Finance Workload in Half?
YouTube video by Mike’s F9 Finance
www.youtube.com
Whether you’re analyzing complex financial data, predicting market trends, or modeling risks, Claude AI has you covered.
www.youtube.com/watch?v=Zui2...
www.youtube.com/watch?v=Zui2...
Businesses are still using paper checks, but yeah AI will completely take over the world in 2-years.
August 27, 2025 at 10:47 AM
Businesses are still using paper checks, but yeah AI will completely take over the world in 2-years.
@SecretCFO just summarized the limitations of AI in one sentence:
“Most CFOs still struggle to pinpoint root causes, let alone train a bot to do it. Because often the answer isn’t in the data, it’s in the conversation.”
Nailed. It.
“Most CFOs still struggle to pinpoint root causes, let alone train a bot to do it. Because often the answer isn’t in the data, it’s in the conversation.”
Nailed. It.
June 25, 2025 at 11:29 PM
@SecretCFO just summarized the limitations of AI in one sentence:
“Most CFOs still struggle to pinpoint root causes, let alone train a bot to do it. Because often the answer isn’t in the data, it’s in the conversation.”
Nailed. It.
“Most CFOs still struggle to pinpoint root causes, let alone train a bot to do it. Because often the answer isn’t in the data, it’s in the conversation.”
Nailed. It.
Struggling to make your financial insights crystal clear?
Say goodbye to confusing charts, jargon-filled emails, and snooze-worthy presentations! 🚀
www.youtube.com/watch?v=9OLV...
Say goodbye to confusing charts, jargon-filled emails, and snooze-worthy presentations! 🚀
www.youtube.com/watch?v=9OLV...
Master Finance Communication With AI (And Save Hours Every Week)
YouTube video by Mike’s F9 Finance
www.youtube.com
April 1, 2025 at 10:38 AM
Struggling to make your financial insights crystal clear?
Say goodbye to confusing charts, jargon-filled emails, and snooze-worthy presentations! 🚀
www.youtube.com/watch?v=9OLV...
Say goodbye to confusing charts, jargon-filled emails, and snooze-worthy presentations! 🚀
www.youtube.com/watch?v=9OLV...
Evening network events suck if you have a family.
But morning coffee and lunchtime networking don't.
You can grow your career AND be there for your family, just be more creative.
#finance #networking
But morning coffee and lunchtime networking don't.
You can grow your career AND be there for your family, just be more creative.
#finance #networking
March 31, 2025 at 10:27 AM
Evening network events suck if you have a family.
But morning coffee and lunchtime networking don't.
You can grow your career AND be there for your family, just be more creative.
#finance #networking
But morning coffee and lunchtime networking don't.
You can grow your career AND be there for your family, just be more creative.
#finance #networking
Process Mapping 101 for Finance:
1️⃣ Pick a key financial process (e.g., invoice approvals).
2️⃣ Document every step, no matter how small.
3️⃣ Visualize the flow.
4️⃣ Find those pain points.
5️⃣ Automate the heck out of them! 🤖 #FinanceAutomation
1️⃣ Pick a key financial process (e.g., invoice approvals).
2️⃣ Document every step, no matter how small.
3️⃣ Visualize the flow.
4️⃣ Find those pain points.
5️⃣ Automate the heck out of them! 🤖 #FinanceAutomation
March 30, 2025 at 10:06 AM
Process Mapping 101 for Finance:
1️⃣ Pick a key financial process (e.g., invoice approvals).
2️⃣ Document every step, no matter how small.
3️⃣ Visualize the flow.
4️⃣ Find those pain points.
5️⃣ Automate the heck out of them! 🤖 #FinanceAutomation
1️⃣ Pick a key financial process (e.g., invoice approvals).
2️⃣ Document every step, no matter how small.
3️⃣ Visualize the flow.
4️⃣ Find those pain points.
5️⃣ Automate the heck out of them! 🤖 #FinanceAutomation
🚀 Want to save time, crush deadlines, and become the automation hero of your finance team? Let's talk about the magic of Google Sheets automation for finance work! 🎯💡
Here’s how to take your workflows from manual to miraculous (a 🧵):
#GoogleSheets
Here’s how to take your workflows from manual to miraculous (a 🧵):
#GoogleSheets
March 29, 2025 at 10:15 AM
🚀 Want to save time, crush deadlines, and become the automation hero of your finance team? Let's talk about the magic of Google Sheets automation for finance work! 🎯💡
Here’s how to take your workflows from manual to miraculous (a 🧵):
#GoogleSheets
Here’s how to take your workflows from manual to miraculous (a 🧵):
#GoogleSheets
Simplify the jargon!
Use tools like ChatGPT to rephrase complex finance reports into plain English that anyone can understand.
Clear language = better decisions + fewer questions. 🧠✅ #FinanceCommunication
Use tools like ChatGPT to rephrase complex finance reports into plain English that anyone can understand.
Clear language = better decisions + fewer questions. 🧠✅ #FinanceCommunication
March 28, 2025 at 10:38 AM
Simplify the jargon!
Use tools like ChatGPT to rephrase complex finance reports into plain English that anyone can understand.
Clear language = better decisions + fewer questions. 🧠✅ #FinanceCommunication
Use tools like ChatGPT to rephrase complex finance reports into plain English that anyone can understand.
Clear language = better decisions + fewer questions. 🧠✅ #FinanceCommunication
💡 Excel Hack for Finance Pros:
Struggling with messy data?
Use Alt + ; to select only visible cells in filtered data. Forget errors when copying! Bonus: No hidden rows or columns messing up your reports. 🚀
#ExcelTips #FinanceSkills
Struggling with messy data?
Use Alt + ; to select only visible cells in filtered data. Forget errors when copying! Bonus: No hidden rows or columns messing up your reports. 🚀
#ExcelTips #FinanceSkills
March 27, 2025 at 10:59 AM
💡 Excel Hack for Finance Pros:
Struggling with messy data?
Use Alt + ; to select only visible cells in filtered data. Forget errors when copying! Bonus: No hidden rows or columns messing up your reports. 🚀
#ExcelTips #FinanceSkills
Struggling with messy data?
Use Alt + ; to select only visible cells in filtered data. Forget errors when copying! Bonus: No hidden rows or columns messing up your reports. 🚀
#ExcelTips #FinanceSkills
1/ ⚡ AI is redefining how we communicate in finance, turning jargon-filled chaos into clear, impactful messaging.
Want to save time, impress your team, and actually enjoy crafting reports & presentations? 🧵 Here are the hacks you NEED to know:
Want to save time, impress your team, and actually enjoy crafting reports & presentations? 🧵 Here are the hacks you NEED to know:
March 26, 2025 at 10:22 AM
1/ ⚡ AI is redefining how we communicate in finance, turning jargon-filled chaos into clear, impactful messaging.
Want to save time, impress your team, and actually enjoy crafting reports & presentations? 🧵 Here are the hacks you NEED to know:
Want to save time, impress your team, and actually enjoy crafting reports & presentations? 🧵 Here are the hacks you NEED to know:
Whether you’re analyzing complex financial data, predicting market trends, or modeling risks, Claude AI has you covered.
www.youtube.com/watch?v=Zui2...
www.youtube.com/watch?v=Zui2...
Can Claude AI Really Cut Your Finance Workload in Half?
YouTube video by Mike’s F9 Finance
www.youtube.com
March 25, 2025 at 10:41 AM
Whether you’re analyzing complex financial data, predicting market trends, or modeling risks, Claude AI has you covered.
www.youtube.com/watch?v=Zui2...
www.youtube.com/watch?v=Zui2...
💡 Simplify the toughest finance jargon in seconds:
1️⃣ Enter your concept into ChatGPT.
2️⃣ Ask it to "Explain Like I’m 5."
3️⃣ Review & tailor for your audience.
Result? Clarity that even non-finance folks will get. 🧠✨ #FinanceTips #AI
1️⃣ Enter your concept into ChatGPT.
2️⃣ Ask it to "Explain Like I’m 5."
3️⃣ Review & tailor for your audience.
Result? Clarity that even non-finance folks will get. 🧠✨ #FinanceTips #AI
March 24, 2025 at 10:41 AM
💡 Simplify the toughest finance jargon in seconds:
1️⃣ Enter your concept into ChatGPT.
2️⃣ Ask it to "Explain Like I’m 5."
3️⃣ Review & tailor for your audience.
Result? Clarity that even non-finance folks will get. 🧠✨ #FinanceTips #AI
1️⃣ Enter your concept into ChatGPT.
2️⃣ Ask it to "Explain Like I’m 5."
3️⃣ Review & tailor for your audience.
Result? Clarity that even non-finance folks will get. 🧠✨ #FinanceTips #AI
🌟 Part 1/2: Use Microsoft Copilot to simplify Teams meetings!
1️⃣ Enable meeting transcription in Teams settings.
2️⃣ Use "Create task for [person] to [action]" during live discussions.
3️⃣ Ask Copilot to "List tasks discussed so far."
➡️ More advanced tips coming next! #MicrosoftTeams
1️⃣ Enable meeting transcription in Teams settings.
2️⃣ Use "Create task for [person] to [action]" during live discussions.
3️⃣ Ask Copilot to "List tasks discussed so far."
➡️ More advanced tips coming next! #MicrosoftTeams
March 23, 2025 at 10:40 AM
🌟 Part 1/2: Use Microsoft Copilot to simplify Teams meetings!
1️⃣ Enable meeting transcription in Teams settings.
2️⃣ Use "Create task for [person] to [action]" during live discussions.
3️⃣ Ask Copilot to "List tasks discussed so far."
➡️ More advanced tips coming next! #MicrosoftTeams
1️⃣ Enable meeting transcription in Teams settings.
2️⃣ Use "Create task for [person] to [action]" during live discussions.
3️⃣ Ask Copilot to "List tasks discussed so far."
➡️ More advanced tips coming next! #MicrosoftTeams
🚀 Part 1/2: Consolidate forecast templates with Power Query in 3 easy steps!
1️⃣ Format each forecast table consistently in Excel.
2️⃣ Use "Get Data > From Folder" to combine all files.
3️⃣ Select & transform data to create one master sheet.
➡️ More tips coming in Part 2! #ExcelHacks #FinanceTips
1️⃣ Format each forecast table consistently in Excel.
2️⃣ Use "Get Data > From Folder" to combine all files.
3️⃣ Select & transform data to create one master sheet.
➡️ More tips coming in Part 2! #ExcelHacks #FinanceTips
March 21, 2025 at 10:59 AM
🚀 Part 1/2: Consolidate forecast templates with Power Query in 3 easy steps!
1️⃣ Format each forecast table consistently in Excel.
2️⃣ Use "Get Data > From Folder" to combine all files.
3️⃣ Select & transform data to create one master sheet.
➡️ More tips coming in Part 2! #ExcelHacks #FinanceTips
1️⃣ Format each forecast table consistently in Excel.
2️⃣ Use "Get Data > From Folder" to combine all files.
3️⃣ Select & transform data to create one master sheet.
➡️ More tips coming in Part 2! #ExcelHacks #FinanceTips
🚀 Automate AOP like a pro:
1️⃣ Use Google Sheets + Zapier for real-time updates.
2️⃣ Power Query for quick data clean-up.
3️⃣ Set up dashboards (e.g., Tableau) to track metrics effortlessly.
Streamlined workflows = Less stress, more focus. 💼✨ #Efficiency #FinanceTips
1️⃣ Use Google Sheets + Zapier for real-time updates.
2️⃣ Power Query for quick data clean-up.
3️⃣ Set up dashboards (e.g., Tableau) to track metrics effortlessly.
Streamlined workflows = Less stress, more focus. 💼✨ #Efficiency #FinanceTips
March 20, 2025 at 10:44 AM
🚀 Automate AOP like a pro:
1️⃣ Use Google Sheets + Zapier for real-time updates.
2️⃣ Power Query for quick data clean-up.
3️⃣ Set up dashboards (e.g., Tableau) to track metrics effortlessly.
Streamlined workflows = Less stress, more focus. 💼✨ #Efficiency #FinanceTips
1️⃣ Use Google Sheets + Zapier for real-time updates.
2️⃣ Power Query for quick data clean-up.
3️⃣ Set up dashboards (e.g., Tableau) to track metrics effortlessly.
Streamlined workflows = Less stress, more focus. 💼✨ #Efficiency #FinanceTips
🚀 New to DAX in PowerPivot or Power BI? Let's break it down so you can start building powerful insights without feeling overwhelmed. 🧵
March 19, 2025 at 11:09 AM
🚀 New to DAX in PowerPivot or Power BI? Let's break it down so you can start building powerful insights without feeling overwhelmed. 🧵
Tired of drowning in manual finance tasks?
Learn how to prioritize and tackle automation projects with the powerful AUTO Framework (Automate Out Time-Wasting Operations).
youtu.be/ZGdBskMNc1k
Learn how to prioritize and tackle automation projects with the powerful AUTO Framework (Automate Out Time-Wasting Operations).
youtu.be/ZGdBskMNc1k
This Simple Framework Saved Finance Teams 100,000 Hours
YouTube video by Mike’s F9 Finance
youtu.be
March 18, 2025 at 11:19 AM
Tired of drowning in manual finance tasks?
Learn how to prioritize and tackle automation projects with the powerful AUTO Framework (Automate Out Time-Wasting Operations).
youtu.be/ZGdBskMNc1k
Learn how to prioritize and tackle automation projects with the powerful AUTO Framework (Automate Out Time-Wasting Operations).
youtu.be/ZGdBskMNc1k
1/ 📊 Tired of manually sharing reports?
Say hello to the subscription feature! 🚀 Automate report distribution, save time, and ensure everyone gets the latest data without you lifting a finger.
Here's how to set it up and make your life easier ➡️
#PowerBI #Automation
Say hello to the subscription feature! 🚀 Automate report distribution, save time, and ensure everyone gets the latest data without you lifting a finger.
Here's how to set it up and make your life easier ➡️
#PowerBI #Automation
March 17, 2025 at 10:08 AM
1/ 📊 Tired of manually sharing reports?
Say hello to the subscription feature! 🚀 Automate report distribution, save time, and ensure everyone gets the latest data without you lifting a finger.
Here's how to set it up and make your life easier ➡️
#PowerBI #Automation
Say hello to the subscription feature! 🚀 Automate report distribution, save time, and ensure everyone gets the latest data without you lifting a finger.
Here's how to set it up and make your life easier ➡️
#PowerBI #Automation
🤖 Use AI to ace your financial presentations!
1️⃣ Input key data points to generate clear, engaging scripts.
2️⃣ Refine tone & focus on what your audience cares about. 🔑
3️⃣ Save hours while boosting clarity & impact.
🎯 Better data storytelling = better decisions.
1️⃣ Input key data points to generate clear, engaging scripts.
2️⃣ Refine tone & focus on what your audience cares about. 🔑
3️⃣ Save hours while boosting clarity & impact.
🎯 Better data storytelling = better decisions.
March 16, 2025 at 10:49 AM
🤖 Use AI to ace your financial presentations!
1️⃣ Input key data points to generate clear, engaging scripts.
2️⃣ Refine tone & focus on what your audience cares about. 🔑
3️⃣ Save hours while boosting clarity & impact.
🎯 Better data storytelling = better decisions.
1️⃣ Input key data points to generate clear, engaging scripts.
2️⃣ Refine tone & focus on what your audience cares about. 🔑
3️⃣ Save hours while boosting clarity & impact.
🎯 Better data storytelling = better decisions.
📆 Month-end stress? Manage it like a pro:
1️⃣ Prioritize tasks & tackle high-impact ones first.
2️⃣ Block time for focused work (yes, silence that inbox!).
3️⃣ Take 5-min breaks to reset & recharge. 🧘♂️
4️⃣ Plan ahead for smoother next month-ends.
🌟 Balance = better outcomes.
1️⃣ Prioritize tasks & tackle high-impact ones first.
2️⃣ Block time for focused work (yes, silence that inbox!).
3️⃣ Take 5-min breaks to reset & recharge. 🧘♂️
4️⃣ Plan ahead for smoother next month-ends.
🌟 Balance = better outcomes.
March 15, 2025 at 10:21 AM
📆 Month-end stress? Manage it like a pro:
1️⃣ Prioritize tasks & tackle high-impact ones first.
2️⃣ Block time for focused work (yes, silence that inbox!).
3️⃣ Take 5-min breaks to reset & recharge. 🧘♂️
4️⃣ Plan ahead for smoother next month-ends.
🌟 Balance = better outcomes.
1️⃣ Prioritize tasks & tackle high-impact ones first.
2️⃣ Block time for focused work (yes, silence that inbox!).
3️⃣ Take 5-min breaks to reset & recharge. 🧘♂️
4️⃣ Plan ahead for smoother next month-ends.
🌟 Balance = better outcomes.
🚗💨 Streamline your workload with my AUTO Framework!
🎯 Key Steps:
1️⃣ Score tasks by people, repeatability, frequency, and tools.
2️⃣ Tally scores & target high-priority tasks.
3️⃣ Automate, reassess, repeat.
✅ Save time. Focus on strategy. Crush it. 🚀
#Automation
🎯 Key Steps:
1️⃣ Score tasks by people, repeatability, frequency, and tools.
2️⃣ Tally scores & target high-priority tasks.
3️⃣ Automate, reassess, repeat.
✅ Save time. Focus on strategy. Crush it. 🚀
#Automation
March 14, 2025 at 10:57 AM
🚗💨 Streamline your workload with my AUTO Framework!
🎯 Key Steps:
1️⃣ Score tasks by people, repeatability, frequency, and tools.
2️⃣ Tally scores & target high-priority tasks.
3️⃣ Automate, reassess, repeat.
✅ Save time. Focus on strategy. Crush it. 🚀
#Automation
🎯 Key Steps:
1️⃣ Score tasks by people, repeatability, frequency, and tools.
2️⃣ Tally scores & target high-priority tasks.
3️⃣ Automate, reassess, repeat.
✅ Save time. Focus on strategy. Crush it. 🚀
#Automation
1/ 🚀 Want to automate your forecast roll-forward process in Excel?
Power Query is your new BFF. No more manually editing formulas or copy-pasting data. Here's a step-by-step guide to streamline the process. 👇
#ExcelTips #PowerQuery
Power Query is your new BFF. No more manually editing formulas or copy-pasting data. Here's a step-by-step guide to streamline the process. 👇
#ExcelTips #PowerQuery
March 12, 2025 at 10:58 AM
1/ 🚀 Want to automate your forecast roll-forward process in Excel?
Power Query is your new BFF. No more manually editing formulas or copy-pasting data. Here's a step-by-step guide to streamline the process. 👇
#ExcelTips #PowerQuery
Power Query is your new BFF. No more manually editing formulas or copy-pasting data. Here's a step-by-step guide to streamline the process. 👇
#ExcelTips #PowerQuery
Did you know the average finance professional only spends two hours a day on real, value-added work?
youtu.be/U9DiMJkruKI
youtu.be/U9DiMJkruKI
The 2 Hour Workday—Fact or Fiction for Finance Pros
YouTube video by Mike’s F9 Finance
youtu.be
March 11, 2025 at 11:24 AM
Did you know the average finance professional only spends two hours a day on real, value-added work?
youtu.be/U9DiMJkruKI
youtu.be/U9DiMJkruKI
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Instant "style" upgrade
March 10, 2025 at 10:38 AM
Before you hit send
Load your email into your favorite AI tool
Ask the AI tool to tell you how the email comes across
Instant "style" upgrade
Load your email into your favorite AI tool
Ask the AI tool to tell you how the email comes across
Instant "style" upgrade
🚀 Excel's best-kept secret? The Analysis ToolPak 💥
✅ Regression Analysis 📊
✅ Histograms & Descriptive Stats 🔢
✅ Moving Averages & Forecasting 🔮
Activate it & unlock instant data superpowers! ⚡
#Excel
✅ Regression Analysis 📊
✅ Histograms & Descriptive Stats 🔢
✅ Moving Averages & Forecasting 🔮
Activate it & unlock instant data superpowers! ⚡
#Excel
March 9, 2025 at 11:15 AM
🚀 Excel's best-kept secret? The Analysis ToolPak 💥
✅ Regression Analysis 📊
✅ Histograms & Descriptive Stats 🔢
✅ Moving Averages & Forecasting 🔮
Activate it & unlock instant data superpowers! ⚡
#Excel
✅ Regression Analysis 📊
✅ Histograms & Descriptive Stats 🔢
✅ Moving Averages & Forecasting 🔮
Activate it & unlock instant data superpowers! ⚡
#Excel