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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
Introduction
Hi everyone, I’m Erika! I spent 12 years in the military in supply, food service, and logistics operations, where I developed a strong foundation in accountability, process structure, and execution. Recently, I transitioned into corporate finance and have been working as an AR/AP Specialist for a little over a month, handling full-cycle accounts payable, accounts receivable, and reconciliations. I’m currently in the early stages of learning SQL and BigQuery because I want to bridge my logistics background with financial data. My goal is to streamline our ledger workflows, automate reporting, and build the analytics foundation needed to eventually pursue a Master’s in FP&A and become a high-impact asset to my company. Looking forward to connecting, learning from everyone here, and seeing how you all apply data tools to accounting!
What would you like to learn next?
Please tell me what course you would like to learn first for future courses!
Poll
4 members have voted
Hello everyone!
Hi, I am Lucia, I am a finance assistant with a background in Sociology and eager to understand and analyze financial data. Thank you for accepting me in this community.
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
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