Too many finance professionals are stuck using Excel like it’s 2012; manual inputs, outdated models, and bloated reports.
People who’ve worked with me know how fond I am of Excel, it’s my favorite tool. It would take a toll on me to see it go away.
But to be candid, sentiment won’t make you valuable, especially in a field where accurate and figure-laden reports are treated as gold.
The future of Excel is evolving fast. It’s becoming more of a front-end tool connected to APIs, GenAI like Copilot, and even Python.
The job isn’t just about knowing and dragging down formulas anymore, it’s about connecting data, automating workflows, and extracting in-depth insights based on rich domain knowledge.
To stay valuable in the next era of finance, you need to start treating Excel as your launchpad, not your limitation.
Adapt fast. Stay sharp.
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