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Welcome!
Hi, I’m Bridget — a CPA who moved from reporting-heavy finance roles into more analytical, data-driven work. I created this community for others who can see the changes happening in the accounting & finance and want a practical path forward. If you’re strong in finance but stuck in repetitive reporting or Excel-heavy workflows - and want to move toward analyst, FP&A, commercial finance, or business partnering roles - this is for you. You don't need to learn every part of data analysis. You don't need to become a programmer. You need to learn a few tools that actually matter in finance roles, in the right order. That is what this community is here to help with. Inside, I’ll share: ✅ clear guidance on what is changing in accounting ✅ practical, finance-focused lessons starting with the tools that are in high demand ✅ examples, resources, and next steps to help you build real momentum This is a free community for those who want to move beyond reporting and become more valuable with data. Introduce yourself below with: ➡️ your current role ➡️ the role you want next ➡️ one task you wish you could do faster or better Go ahead to the free training. And please fill out the poll to tell me what you would like to learn in future courses - https://www.skool.com/finance-data-pro-7484/what-would-you-like-to-learn-next?p=43a7566f
Claude prompts in Excel for analysis
In this video I am sharing 7 Claude prompts I use for financial analysis that can save you hours
Power BI sales dashboard tutorial
Hi friends, In this tutorial we use the cleaned data from the Power Query video and create a sales dashboard in Power BI. The cleaned dataset is also available for download. Enjoy building!
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Excel Power Query tutorial
hi Everyone, I have posted a Power Query tutorial. I have used Claude to check the steps and then gone through data cleaning in Power Query. There is a link to download the data in the description of the video in Youtube. In my next video, this data set will be used to create a sales dashboard in Power BI. Also check out my other data videos on SQL and careers in data as well.
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Practical SQL series - Part 1 available
hi everyone, I am working on a practical SQL series on Youtube - focused on relevant analysis queries and using the free SQL Playground. The link to the first video is below - it recaps the basics and moves into useful financial calculations. The series starts basic and will build up to professional analysis queries. Enjoy!
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