News built for finance pros
CFO Brew helps finance pros navigate their roles with insights into risk management, compliance, and strategy through our newsletter, virtual events, and digital guides.
We know two things for certain: 1) Our readers know waaaay more about corporate finance and accounting than we do. 2) While finance professionals have a broad range of practical knowledge, everyone can use a little refresher once in a while.
To help keep you up to date, or just to offer a little reminder of the basics, we’ve gathered some of the best finance, business, and accounting cheat sheets influencers and thought leaders are offering on LinkedIn.
However, it should be noted, like we did in our last cheat sheet roundup, that you should always look for additional resources and expertise when doing complicated finance work, because it can be very difficult to accurately sum up sophisticated concepts in a short summary.
With that said, here are three recent cheat sheets that we’ve discovered to help busy finance professionals keep up.
- Rich Falk-Wallace’s one-page MBA: financial model, key ratio, and valuation. This cheat sheet from the CEO of Arcana, a financial data company, explains six financial topics including unit economics, income statements, operating ratios, valuations, corporate finance and discounted cash flows, and calculating terminal value. Wallace includes examples across a range of product types and margins, but cautions that the hard part is “filling in the numbers.” Wallace offers a downloadable Excel file of his cheat sheet.
- Anders Liu-Lindberg’s CFOs KPI Fact Sheet. Liu-Lindberg, co-founder and chief commercial officer of the Copenhagen-based Business Partnering Institute, shares “100 KPIs to keep the company on track.” His fact sheet is a quick visual reminder, and covers 10 of what he calls the most important KPIs in ten different areas of CFO responsibility. Among the 100 KPIs listed are things like budget variance, risk exposure, effective tax rate, and financial reporting accuracy. Liu-Lindberg also offers a PDF with full explanations of each KPI upon request.
- Mohammed Fouad Wahba’s Power BI Cheat Sheet. Power BI is an essential data visualization tool for finance and accounting professionals. Wahba, an accountant based in Egypt, offers what he calls “the top 10 functional improvements you must master in Power BI to create professional dashboards.” His cheat sheet offers an overview of some of the program’s key concepts and features, including data modeling, power query, and data analysis expressions (DAX). The three-page cheat sheet includes definitions, examples, and charts.