AI in Financial Modeling for Analysts to Improve Accuracy and Speed with David Ingraham

About this episode

David Ingraham discusses the transformative role of AI in financial modeling and the importance of treating AI as a partner in finance.

In this episode of Future Finance, Paul Barnhurst and Glenn Hopper are joined by David Ingraham to discuss how AI is transforming the world of finance, particularly in Excel, and why it's essential to treat AI as a partner rather than a tool to simply execute commands. David, the CEO and founder of HyperPerfect, shares his insights on the challenges and opportunities in the AI-finance intersection, including the importance of context and understanding AI’s limitations. David Ingraham is the CEO and founder of HyperPerfect, a financial reporting and accounting platform that integrates powerful AI directly into Excel. With nearly 20 years of experience in private equity, David has worked on deals totaling over $1.5 billion. He is also passionate about educational initiatives, serving as board president of Aim High, a Bay Area nonprofit that provides free summer education to nearly 2,000 students annually. In this episode, you will discover: Why finance professionals are slow to adopt AI despite its potential How AI should be treated as a teammate, not a replacement Why context is everything in AI models, especially in Excel The limitations of AI in finance and how to work around…

People in this episode

Host: Paul Barnhurst

Guest: David Ingraham

Topics covered

• AI in finance
• financial modeling
• Excel
• productivity
• human oversight

Keywords

• AI
• financial modeling
• Excel
• productivity
• human oversight
• finance professionals
• limitations of AI

Mentioned in this episode

Organizations: HyperPerfect, Aim High

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