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Tag Archive for: Data

3 Reasons Data-Driven Businesses Consistently Outperform

June 12, 2025/1 Comment/by Sarah Schlott

A while back, I pushed a forecast to the executive team that looked like it had been built in a sterile lab. Smooth trends. Tight margins. No funny business. It told the story we all wanted to hear: stable burn, healthy revenue growth, clean close into year-end. It was the kind of model that says, […]

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Why Smart Finance Teams Build Dashboards in Excel First: 4 Tactical Wins

May 26, 2025/1 Comment/by Sarah Schlott

I’ve seen more dashboards die in the wild than PowerPoint decks in an abandoned investor folder. You know the type—some over-engineered, visually stunning, SaaS-powered monstrosity that looks great until someone asks for a new metric and you realize no one on the team knows how it was built. Or worse: the original architect left the […]

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5 Ways Excel Power Query Can Automate Your Financial Data Prep

May 26, 2025/1 Comment/by Sarah Schlott

Let me start with a confession: I’ve burned more hours on manual data cleanup than I care to admit. The kind of hours that feel like you’re trapped in a Kafka short story—endlessly copying, pasting, sorting, and cross-checking a mess of numbers that don’t want to behave. The irony? Most of this work is invisible. […]

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Mastering AI in Finance: Building Expertise for a Data-Driven Future

May 6, 2025/1 Comment/by Sarah Schlott

Somewhere between the endless waves of hedge fund quants and Silicon Valley’s dopamine engineers, finance quietly fell in love with artificial intelligence. Not the kind that makes TikToks or generates emails. I’m talking about AI in finance—technology that can out-predict, out-price, and outmaneuver legacy systems that once defined Wall Street. I’ve watched it happen. At […]

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Sarah Schlott

FP&A consulting, forecasting, accounting support and finance strategy for CFOs and growing finance teams.

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