AI and ChatGPT Skills Every Finance Expert Needs to Automate Data Analysis and Reporting |Tom Hinkle

In this episode of Future Finance, host Glenn Hopper talks about the intersection of AI, data analytics, and finance with guest Tom Hinkle. Tom is a Microsoft MVP and analytics expert who shares his unique knowledge about AI’s impact on Excel, data science, and workforce analytics. He also discusses his Minesweeper project in Excel and the changing role of finance professionals in an AI-driven world.

Tom Hinkle is a Microsoft MVP with 20+ years of experience in analytics, data science, and business intelligence. Based in Charlotte, North Carolina, Tom has worked with major financial institutions, including Bank of America, Wells Fargo, and TIAA. He is known for his problem-solving mindset, technical expertise, and ability to bridge the gap between business and technology.

In this episode, you will discover:

• How AI is revolutionizing Excel and what that means for finance professionals.
• The role of AI in data cleansing and automation, making finance and analytics work more efficient.
• Why the best coders may not be the most valuable team members in the future of finance.
• Insights on Copilot in Microsoft 365 and how it’s changing financial modeling and reporting.
• The story behind Tom’s Excel Minesweeper project—how he built a game in VBA using AI.

As AI continues to automate repetitive tasks, finance professionals must adapt, refine their analytical skills, and focus on storytelling to translate data into meaningful information. Tom’s journey highlights how embracing new technologies like Microsoft Copilot can enhance productivity rather than replace human expertise.

Follow Tom:

LinkedIn - https://www.linkedin.com/in/tomhinkleclt/

Website - https://excel-cafe.teachable.com/

Minesweeper Game - https://www.thefpandaguy.com/new-page-3

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

LinkedIn: https://www.linkedin.com/in/gbhopperiii

Follow Paul:

LinkedIn: https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[01:46] - Introduction to the Episode

[03:36] - Meet Tom Hinkle

[06:07] - The Future of AI in Finance

[11:53] - AI’s Impact on Excel and Financial Modeling

[15:31] - The Skills Professionals Need in an AI-Driven World

[24:02] - Building Minesweeper in Excel with AI

[29:51] - Exploring Microsoft Copilot & AI Coding Assistants

[33:07] - The Importance of Storytelling in Data Analytics

[36:54] - Fun Segment & Tom’s Personal Quirk

[40:53] - Closing Thoughts