Count Me In® Ep. 294: Michael Dion - Mastering Financial Transformation: The Strategic Power of Automation
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Dec 30, 2024 
In this engaging conversation, Mike Dion, a finance expert in FP&A and automation with experience from startups to Fortune 100 companies, shares his journey from intern to automation advocate. He discusses the remarkable power of streamlining finance processes, utilizing tools like Excel to boost productivity. Mike offers insights into managing burnout in finance, the strategic role of AI, and how automation can transform data handling. Tune in for practical tips that empower finance professionals to work smarter, enhance efficiency, and embrace technology.
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Excel Powers Automation Efficiency
- Learn Excel features like pivot charts, data tables, Power Query, and Power Pivot to save hours.
- Basic Power Query skills can be taught in about 30 minutes to transform finance work.
Automate Scenario Analysis Easily
- Automate scenario and sensitivity analyses in Excel to avoid repetitive manual updating.
- Use data tables to run multiple reports automatically, eliminating repetitive screenshot and PowerPoint tasks.
Overcoming Automation Intimidation
- Automation is often intimidating because advanced tools seem unreached by typical finance teams.
- The biggest barrier is scheduling time, but the payoff comes from reduced ongoing workload.