Quick win: One sentence that saves everyone time
Read more
Your finance report isn't unread because it's bad.
It's unread because of three fixable mistakes. Most unread documents aren't ignored because the content is bad. They're ignored because of structure and presentation failures that are entirely fixable. 1. Put your bottom line first. You know the numbers inside out. So you present
Your slides are a window into how you think.
Cluttered slides don't just bore your audience. They undermine the audience's trust in your financial judgement. I've sat through hundreds of finance presentations. The worst ones all make the same mistake: cramming too much onto each slide. Budget variance tables with 15 columns. Bullet
Flip your writing around
The problem with most financial documents is that they're written backwards. The writer starts at the beginning of their analysis and drags the reader through every step until they finally reach the conclusion. It's exhausting and it wastes time. The way you solve a problem is
The problem isn't the reader
Jargon isn't the same as precision. Finance professionals defend technical language as if the two are identical. They're not. Some technical terms are genuinely necessary. Accrual, materiality, going concern. These have specific meanings. Using them with a finance audience is legitimate. But most finance jargon isn&