Katelyn Stienen · FP&A Today · Would You Rather Be Lucky or Good? Building FP&A From Absolute Zero, with Katelyn Stienen
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recommends using Excel's XLOOKUP function instead of VLOOKUP for all look-ups
“Auto delegation functionality … instead of you taking all the responsibility, you can distribute it or you can delegate it to the managers … once you do that with a single click, it auto delegates”
“I’ve used AI to look up something that people might not know about Narangba”
“We sliced all of that off, and we're basically performing the same and better functions using AI with a support staff that doesn't cost nearly as much”
“You like to have at least 10% liquidity within the fund to make sure this all functions really nicely.”
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