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3-Way Financial Models
I've built 3-way financial models for my entire career. And every single time, I aged visibly. If you're in operational finance, you know the pain. Unlike the smug 24-year-olds in investment banking who crank these out before their morning oat milk latte, most of us in operational CFO land build them rarely, slowly, and with the quiet dignity of someone defusing a bomb. Last week AI built one for me. Not a generic one. Mine. My industry. My company's weird quirks. The error logic I'd apply after three coffees and a mild existential crisis. I've had an embarrassing on-again-off-again relationship with AI for years. Interested, then humiliated, then quietly pretending it never happened. Like a bad Tinder date I kept going back to. Turns out I was the one who wasn't ready. What used to take me days of careful, soul-destroying iteration — the kind of work a second-year IB analyst does before breakfast while texting — I did in one focused session. Output I'd proudly put my name on. AI just closed the gap between operational finance and the "elite" end of our profession. Permanently. The CFOs still dismissing this are going to have a very uncomfortable board meeting in the not-too-distant future. I filmed myself building it. Video dropping soon — come watch a CFO make investment bankers mildly irrelevant.
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The AI CFO
skool.com/ai-for-finance-professionals-1021
Finance teams are being automated out of existence. I'm the CFO doing it. Watch, steal my playbook, or ignore this and explain it to your board later.
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