In this episode of Financial Modeler’s Corner, host Paul Barnhurst sits down with Brian Jones, Vice-President: Microsoft Excel, Forms, Office Platforms, to discuss how Excel is evolving in the era of AI and large language models. They explore how Copilot, agent mode, and AI-driven features are reshaping how professionals build, analyse, and improve spreadsheets. Brian also shares insights into how AI can assist financial modelers, automate tedious spreadsheet tasks, and help users understand complex workbooks faster.

Brian Jones is the Vice-President: Microsoft Excel, Forms. He has worked at Microsoft since 1999 across several productivity platforms, including Word, Office Forms, and developer extensibility tools. In his current role, Brian leads the Excel product team as they integrate AI capabilities like Copilot and agent mode to expand what users can accomplish inside spreadsheets.

Expect to Learn

How AI and Copilot are changing the Excel user experience
What “agent mode” means for automating spreadsheet tasks
How AI can help analyse and improve financial models
Why Excel still requires strong modeling and formula knowledge
How skill sheets and templates can guide AI inside workbooks

Here are a few quotes from the episode:

“Excel really is like a developer tool. When you're writing formulas, you're essentially coding.” – Brian Jones
“One of the strengths of Excel is that the work is visible. You can see the formulas, the logic, and how the result was produced.” – Brian Jones

Brian explains how AI is transforming Excel from a traditional spreadsheet tool into a more collaborative environment where users can interact with their data through conversation. Copilot can analyse spreadsheets, suggest formulas, correct errors, and even rebuild broken references automatically.

Follow Brian:

LinkedIn: https://www.linkedin.com/in/brijones/

Website: https://learn.microsoft.com/en-us/archive/blogs/brian_jones/

Follow Financial Modeler's Corner:

LinkedIn Page- https://www.linkedin.com/company/financial-modeler-s-corner/

Newsletter - Subscribe on LinkedIn -https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984

Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast’.

Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register.

In today’s episode:

[02:53] – Brian’s Background at Microsoft

[03:09] – Returning to the Excel Team

[04:24] – The Rise of AI and LLMs in Excel

How Microsoft is Making Excel an AI-Powered Platform with Product Manager Brian Jones

Financial Modeler's Corner