FP&A Tomorrow is where we discuss what FP&A looks like today and help shape what it should look like tomorrow by interviewing the best and brightest people in FP&A globally.
In this episode of FP&A Tomorrow, host Paul Barnhurst (aka The FP&A Guy) welcomes Anders Liu-Lindberg, a leading expert in business partnering and finance communication. Anders discusses how finance teams can elevate their role from traditional number crunchers to strategic partners within the business. He shares his insights on the importance of effective communication in finance, the value of business partnering, and how FP&A professionals can make a greater impact within their organizations.Anders is the co-founder and partner at the Business Partnering Institute, where he helps finance teams transform into strategic business partners. With over 10 years of experience as a business partner at Maersk, Anders has firsthand knowledge of what it takes to create value through finance. He is the co-author of Create Value as a Finance Business Partner and is about to release his new book, Communicating Financials to Executives. He is also a top LinkedIn voice with over 400,000 followers, where he shares valuable content for finance professionals looking to grow their careers and impact.Expect to Learn:How FP&A can go from just reporting numbers to playing a strategic role in the company.The best way to present financial insights so executives can act on them.Why synthesizing data is important for decision-making, and how it's different from just summarizing it.Practical steps to improve communication between finance teams and business leaders.How to build strong relationships with stakeholders, even when they're hesitant to work with finance.Here are a few quotes from the episode:"Business partnering isn't about pushing your thoughts on the business; it's about bringing them along." - Anders Liu-Lindberg"The true value of FP&A comes from helping the business translate strategy into actionable plans." - Anders Liu-Lindberg"FP&A should move beyond budgeting and forecasting to become a strategic business partner." - Anders Liu-LindbergAnders Liu-Lindberg provided valuable insights on how finance professionals can become strategic business partners. His advice on communication, synthesizing data, and building relationships offers practical steps for success. This episode is a must-listen for anyone looking to make a bigger impact in FP&A. The wisdom shared will help professionals thrive in an evolving business environment.Corporate Finance Institute: Master real-world finance skills with CFI's FMVA program to learn financial modeling, valuations, and strategic insights top finance teams use. Get 30% off any plan and take the next step in your career. Explore now at https://corporatefinanceinstitute.com/pricing-fpaguy/?utm_source=fpaguy&utm_medium=organic&utm_campaign=podcast_adsFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Andres:LinkedIn - https://www.linkedin.com/in/Anders liulindberg/?originalSubdomain=dkWebsite - https://www.bpidk.org/Follow Paul: Website -
In this special episode of FP&A Tomorrow, host Paul Barnhurst (aka The FP&A Guy) welcomes Cassie McCombs, Marcus Gadson, and Mario Vasquez. Together, they share their experiences with the Certified Corporate FP&A Professional (FPAC) credential from the Association for Financial Professionals (AFP). The guests discuss how earning the FPAC has shaped their careers, the impact it's had on their professional growth, and why this certification is becoming an essential asset for finance professionals.Cassie is the Vice President of FP&A at Ultradent Products, a dental manufacturing company, where she played a key role in building the company's first FP&A team from the ground up. Marcus serves as the Senior Finance Director at Wellpath, a healthcare company, where he is passionate about making finance accessible across all departments. Mario is the Senior Director of Finance at E.W. Scripps Company, brings over 25 years of experience in FP&A. He was part of the first cohort to earn the credential and shares valuable insights on how the certification helped him stand out and advance in his career.Expect to Learn:The impact of continuing education on staying up-to-date in the field of FP&A.The value of the credential and how it can impact your career in FP&A.Key insights on how to prepare for the exam and tips for success.The importance of continuous learning and staying updated in the financial industry.The role of FP&A in driving business strategy and decision-making.Here are a few quotes from the episode:"Data is not a four-letter word. It's essential to understanding and improving the business." - Cassie McCombs"If you're not learning, you're going backward. The FPAC credential helps you stay on top of industry trends." - Mario Vasquez"Collaborating with non-finance teams is essential for making an impact as a finance leader." - Marcus GadsonCassie, Marcus, and Mario shared valuable perspectives on the impact of the FPAC credential on their careers and the financial planning and analysis profession. Their advice on the importance of continuous learning, collaboration across departments, and staying adaptable in an ever-evolving industry provides actionable steps for finance professionals seeking to advance their skills and make a greater impact within their organizations. The experiences and wisdom shared in this episode are invaluable for anyone looking to navigate the complexities of FP&A and drive long-term business success.FP&A Community Hub: Tired of searching for answers and sifting through sales pitches? The FP&A Hub is your go-to online community where finance professionals connect, learn, and grow without the distractions of sales pitches or generic LinkedIn content. Engage in real conversations, attend exclusive events, and gain insights from over 100 FP&A experts.Be a part of the future of FP&A networking. Join for free at https://bit.ly/3DQWLrJFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Mario:LinkedIn - https://www.linkedin.com/in/mario-vasquez-finance/Follow Marcus:LinkedIn -
In this special episode of FP&A Tomorrow, host Paul Barnhurst (aka The FP&A Guy) welcomes Karan Sood, a global pricing expert with over a decade of experience in revenue management and pricing strategies. Karan shares his knowledge on the impact of tariffs on global trade and pricing models. He talks about the complexities of tariffs, offering advice on how businesses can effectively manage the financial implications and adapt their pricing strategies during these uncertain times. Karan discusses the importance of collaboration across departments and creating flexible models that can quickly adjust to changing market conditions.Karan Sood is a global pricing expert and the Director of Sales Operations with a wealth of experience overseeing revenue management for over $6 billion across a wide range of industries. He is passionate about using pricing as a powerful tool to drive profitability and improve business performance. Karan has worked across industries including automotive, digital marketing, consumer goods, and more, developing pricing strategies that create real business value.Expect to Learn:How tariffs impact different industries and pricing strategies.Why a one-size-fits-all approach to tariffs is flawed and the importance of tailored strategies.The role of cross-functional collaboration in managing tariff impacts.How to create flexible pricing models that can quickly adjust to shifting market conditions.The importance of transparency with customers when adjusting prices due to tariffs.Here are a few quotes from the episode:"Every industry is different; you can't use the same assumptions for all goods under tariffs." - Karan Sood"Stay calm, don't make decisions too quickly. Information is constantly changing." - Karan Sood"The key to managing tariffs is creating a flexible pricing model that can adapt quickly to new developments." - Karan SoodKaran Sood shared meaningful strategies for managing the complexities of tariffs in today's global trade environment. His advice to stay calm, work collaboratively, and prioritize flexibility in pricing models is invaluable for finance professionals looking to navigate the challenges posed by tariffs. By emphasizing the importance of cross-departmental communication and transparency with customers, Karan offers actionable steps that can help businesses succeed in a volatile market.FP&A Community Hub: Tired of searching for answers and sifting through sales pitches? The FP&A Hub is your go-to online community where finance professionals connect, learn, and grow without the distractions of sales pitches or generic LinkedIn content. Engage in real conversations, attend exclusive events, and gain insights from over 100 FP&A experts.Be a part of the future of FP&A networking. Join for free at https://bit.ly/3DQWLrJFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Karan:LinkedIn - https://www.linkedin.com/in/soodkaran/?originalSubdomain=caWebsite - https://substack.com/@karansoodFollow Paul: Website -
In this episode of FP&A Tomorrow, host Paul Barnhurst (aka The FP&A Guy) speaks with Alfredo Kinanga and Jihane Mochamad, two graduates of the Certified Global FP&A Certificate Program (CGFPAC). They share why they chose the program, the key takeaways that shaped their professional growth, and how the course helped them sharpen both technical and soft skills. From business partnering and financial modeling to data storytelling and AI, their experiences offer practical insight for anyone considering an FP&A certification or looking to elevate their career in finance.Alfredo Kinanga is a finance and trade marketing professional with 14+ years of experience in accounting, planning, and commercial finance.He's passionate about driving business growth and using FP&A to connect strategy and execution. Jihane Mochamad is a CPA from Canada with over 10 years in payroll, financial reporting, and budgeting.She works in the senior living industry, focusing on automation and preparing for the future of finance.Expect to Learn:What Alfredo and Jihane gained from the strategy and AI modulesHow financial modeling and data storytelling helped transform their workThe power of co-creation and business partnering in FP&AWhy communication, empathy, and stakeholder relationships are must-have skillsHow the program helped them reconnect with foundational finance knowledgeHere are a few relevant quotes from the episode:“Strategy gave me a big picture view, even from a payroll position.” - Jihane Mochamad“FP&A is about empathy, collaboration, and understanding the business.” - Paul Barnhurst“Data storytelling taught me how to present insights with clarity.” - Alfredo KinangaAlfredo and Jihane brought energy, honesty, and real-life examples to this episode, sharing how the Certified Global FP&A Program helped reshape their careers and perspectives. From strengthening their technical and soft skills to embracing AI and strategy, their stories show what's possible when you invest in your own development and approach FP&A with curiosity and collaboration.FP&A Community Hub: Tired of searching for answers and sifting through sales pitches? The FP&A Hub is your go-to online community where finance professionals connect, learn, and grow without the distractions of sales pitches or generic LinkedIn content. Engage in real conversations, attend exclusive events, and gain insights from over 100 FP&A experts.Be a part of the future of FP&A networking. Join for free at https://bit.ly/3DQWLrJFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Alfredo:LinkedIn - https://www.linkedin.com/in/alfredo-kinanga/?trk=org-employees&originalSubdomain=aoFollow Jihane:LinkedIn - https://www.linkedin.com/in/jihane-mochamad/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn -
In this episode, host Paul Barnhurst (aka The FP&A Guy) sits down with Dan Cotoia and Anh Tran, two accomplished finance professionals who recently completed the FP&A Certificate Program from Wharton Online in collaboration with Wall Street Prep. They share their reasons for enrolling, how the program supported their career growth, and what aspiring FP&A professionals can expect. From personal career pivots to practical tools and concepts, this conversation offers a clear and relatable look at the value of formal training in today's finance landscape.Dan Cotoia is a Senior Finance Director in the pharmaceutical industry with 18+ years of FP&A experience across commercial finance, R&D, and cost accounting.Anh Tran is a finance professional with a background in investment banking and regulatory finance, recently returning to corporate finance after completing the Wharton FP&A Certificate Program.Expect to Learn:Why Dan and Anh chose the Wharton FP&A Certificate over other programsWhat makes the program stand out, from live interaction to practical contentKey takeaways they applied directly to their jobsHow much time you'll actually spend on the courseworkHow the program supports career transitions and networkingThe role of AI and Power Query in modern FP&A trainingHere are a few relevant quotes from the episode:“The AI module helped me see where FP&A is heading. It's not just Excel anymore.” - Dan Cotoia“It's not just about learning concepts, it's about connecting with others who live FP&A every day.” - Anh TranDan Cotoia and Anh Tran shared honest, practical experiences about completing the Wharton FP&A Certificate Program.Their stories show how structured learning and the right tools can make a real difference in everyday finance work.FP&A Community Hub: Tired of searching for answers and sifting through sales pitches? The FP&A Hub is your go-to online community where finance professionals connect, learn, and grow without the distractions of sales pitches or generic LinkedIn content. Engage in real conversations, attend exclusive events, and gain insights from over 100 FP&A experts.Be a part of the future of FP&A networking. Join for free at https://bit.ly/3DQWLrJFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Dan:LinkedIn - https://www.linkedin.com/in/dancotoia/Follow Anh:LinkedIn - https://www.linkedin.com/in/anh-tran-fpna-ccar-ppnr/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyFP&A Certificates: FP&A Certificates is where finance professionals go to level up, stand out, and grow their careers. Built by FP&A experts for the FP&A community, this platform features the top certificate programs from Wharton Online, FPAC, CFI, FMI, and more. It's the smartest
In this episode Host Paul Barnhurst (aka The FP&A Guy) sits down with Elias Apel, the CEO of Lucanet, to explore the evolving landscape of financial planning and analysis. From transforming the Office of the CFO with AI to driving strategic acquisitions, Elias shares how he's leading Lucanet through hypergrowth and innovation while staying grounded in customer-centric leadership.Elias Apel is the CEO of Lucanet, a global provider of “Office of the CFO” software solutions for enterprises and SMEs. Founded in 1999, Lucanet offers tools for financial planning, consolidation, ESG reporting, tax compliance, and treasury management. The company supports nearly 6,000 customers in over 50 countries, with offices across Germany, Europe, the UK, Asia, and North America. Elias previously served as Lucanet's CFO and VP of International Go-to-Market. He is also the co-founder of Argonas Corporate Finance Advisors, specializing in complex M&A and financing transactions.Expect to Learn:What makes FP&A truly impactful and strategicHow to build trust across finance functionsLeveraging AI to boost financial operationsTransitioning from advisor to successful CEOIntegrating data analytics under finance leadershipStrategy behind Lucanet's acquisition of CausalHere are a few relevant quotes from the episode:"Communication is the most important soft skill for any finance business partner.""Data analytics is the number one technical skill FP&A professionals should master today.""A modern CFO needs to be commercially minded, not just financially accurate."Elias Apel shares valuable knowledge on leading through transformation, leveraging AI, and redefining the role of the CFO. He emphasizes the importance of trust, data-driven decision-making, and staying customer-focused. Whether you're in FP&A or executive leadership, his journey offers inspiration for building an agile, future-ready finance team. Operators Guild:Operators Guild is where the best CEOs, CFOs, VPs of finance, and BizOps leaders in the business connect, network, and grow together. Built by operators for operators, this members-only community is home to more than 1000 of the most elite high-growth operators in the world. Experience connection and knowledge share with professionals who understand you like no one else does. Learn more and apply at https://bit.ly/3F6sghSFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Elias:LinkedIn - https://www.linkedin.com/in/eliasapel/Website - https://www.lucanet.com/en/solutions/extended-planning-and-analysis/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyFP&A Community Hub: Tired of searching for answers and sifting through sales pitches? The FP&A Hub is your go-to online community where finance professionals connect, learn,...
In this episode of FP&A Tomorrow, host Paul Barnhurst (aka the FP&A Guy) welcomes Glenn Snyder, a seasoned FP&A leader with over 20 years of experience. Glenn shares insights on financial planning and analysis, leadership strategies, and building effective business partnerships. He discusses the keys to driving business impact, managing teams, and navigating career growth in FP&A.Glenn Snyder is a Senior Director at Riverrun Consulting, specializing in interim financial leadership. With a career spanning financial services, fintech, SaaS, private equity, and more, he has held leadership roles at Franklin Templeton, Visa, Charles Schwab, and Digital Realty. Glenn is also an author, educator, and board member, passionate about mentoring finance professionals and improving FP&A effectiveness.Expect to Learn:The key elements of great FP&A and how it drives executive decisionsHow to balance company goals with employee career developmentStrategies for building strong business partnerships in FP&AThe role of automation and efficiency in FP&A reporting and analysisHow to successfully transition into a new leadership roleOvercoming resistance from business leaders and earning trust in financeThe importance of storytelling and data visualization in financial reportingHere are a few relevant quotes from the episode:“The best leaders give credit to their teams and create opportunities for them to shine.” - Glenn SnyderYour career growth is your responsibility. Stay curious, stay connected, and keep learning.” - Glenn Snyder“You don't have to be the smartest person in the room, but you must be the most adaptable.” - Glenn SnyderIn this episode, Glenn Snyder shared his expertise on what makes FP&A impactful, how to lead finance teams, and the importance of strong business partnerships. He emphasized that great FP&A professionals don't just report numbers, they drive decisions, build trust, and continuously improve processes. Being proactive, investing in relationships, and focusing on delivering insights, not just reports, are key. Success in FP&A comes from adapting, influencing, and always adding value.Operator's Guild:Operators Guild is where the best CEOs, CFOs, VPs of finance, and BizOps leaders in the business connect, network, and grow together. Built by operators for operators, this members-only community is home to more than 1000 of the most elite high-growth operators in the world. Experience connection and knowledge share with professionals who understand you like no one else does. Learn more and apply at https://bit.ly/3F6sghSFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Glenn:LinkedIn - https://www.linkedin.com/in/glenntsnyder/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyFP&A Community Hub: Tired of searching for answers and sifting through sales pitches? The FP&A Hub is your go-to online community where finance professionals...
In this episode of FP&A Tomorrow, host Paul Barnhurst (The FP&A Guy) sits down with Jeff Casale and Rich Wagner to explore the role of Financial Planning & Analysis (FP&A). They discuss how AI, external data, and continuous planning are transforming the industry, making FP&A a more strategic function. The conversation covers the power of AI-driven forecasting and how businesses can leverage external economic indicators to gain a competitive edge.Jeff Casale is the CEO of Board, a leading FP&A software company. With previous leadership roles at MarkLogic, Dell Technologies, VMware, and EMC, Jeff has a deep understanding of enterprise technology and how finance functions can drive business growth. Rich Wagner is the Field CTO at Board and the former CEO & Founder of Prevedere, a predictive analytics company that leverages external data for accurate forecasting. With over 20 years of experience in technology, consulting, and Fortune 500 leadership, Rich brings valuable expertise in the intersection of AI, finance, and business strategy.Expect to Learn:How AI is transforming financial planning, reducing manual work, and improving decision-making.Why integrating external data is essential for more accurate forecasting and risk management.Why traditional budgeting cycles are outdated and how real-time, agile forecasting is becoming the new norm.How CEOs and finance leaders rely on FP&A teams for strategic decision-making.How finance professionals can improve their skills and become more valuable business partners.Here are a few relevant quotes from the episode:“AI is revolutionizing FP&A by reducing manual work and improving time-to-value.” - Rich Wagner“The companies that embrace continuous planning will be the winners in their industries.” - Jeff Casale“External data helps FP&A teams anticipate risks, not just react to them.” - Rich WagnerThis episode reinforced the idea that FP&A is evolving into a strategic powerhouse. AI, external economic data, and real-time forecasting are changing how companies plan, react, and make decisions. FP&A professionals must develop both technical and strategic skills to stay relevant.Operator's Guild:Operators Guild is where the best CEOs, CFOs, VPs of finance, and BizOps leaders in the business connect, network, and grow together. Built by operators for operators, this members-only community is home to more than 1000 of the most elite high-growth operators in the world. Experience connection and knowledge share with professionals who understand you like no one else does. Learn more and apply at https://bit.ly/3F6sghSFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Jeff:LinkedIn - https://www.linkedin.com/in/jeffreycasale/Board- https://www.board.com/Follow Rich:LinkedIn - https://www.linkedin.com/in/rich-wagner1/Prevedere -
In this episode of FP&A Tomorrow, host Paul Barnhurst (The FP&A Guy) welcomes Albert Ramos. He shares his thoughts about financial planning and analysis (FP&A), the role of AI in finance, and how businesses can leverage predictive analytics to make better strategic decisions. They also discuss pricing strategy, AI adoption, and the growing importance of financial professionals transitioning into advisory roles. Albert Ramos is a fractional CFO, AI strategist, and the founder of Stratego Intel Consulting, an AI-powered fractional CFO and virtual Chief AI Officer firm. With 15 years of executive leadership across finance, operations, sales, and technology, Albert has worked with publicly traded, private equity-backed, and employee-owned companies. He is a strong advocate for mental health awareness in high-pressure industries, emphasizing how AI can help reduce stress and improve efficiency.Expect to Learn:How AI and predictive analytics are shaping the future of finance.Why businesses often get pricing wrong and how FP&A can help fix it.How AI and agent-based automation are streamlining financial processes.Transitioning into a strategic business partner and the key skills required.How AI tools can help reduce anxiety, stress, and improve work-life balance.Here are a few relevant quotes from the episode:“AI won't replace finance professionals, but those who use AI will replace those who don't.”“AI can enhance financial modeling, but the human element of strategic thinking is irreplaceable.”“Companies that ignore AI today will be struggling to catch up in the next two years.”Albert explains how AI is revolutionizing finance, why pricing strategy is critical for business success, and how finance professionals can future-proof their careers by evolving into strategic advisors. He also shared an important perspective on mental health, emphasizing how AI can help reduce stress by automating repetitive tasks, allowing finance professionals to focus on higher-value work.Operator's Guild:Operators Guild is where the best CEOs, CFOs, VPs of finance, and BizOps leaders in the business connect, network, and grow together. Built by operators for operators, this members-only community is home to more than 1000 of the most elite high-growth operators in the world. Experience connection and knowledge share with professionals who understand you like no one else does. Learn more and apply at https://bit.ly/3F6sghSFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Albert:LinkedIn - https://www.linkedin.com/in/albertramosjr/Company - https://www.strategointel.com/Email - albertramosjr@strategointel.comFollow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyPlanning in BI...
In this episode of FP&A Tomorrow, host Paul Barnhurst, aka The FP&A Guy, sits down with Hugh Cumming, the CTO of Vena Solutions. They explore how AI and technology are transforming financial planning and analysis (FP&A) by discussing real-world AI implementations. With over 20 years of experience in fintech and digital transformation, Hugh shares his perspectives on AI-driven efficiency, the evolving role of FP&A professionals, and the future of Excel in financial modeling.Hugh Cumming is the Chief Technology Officer (CTO) at Vena Solutions, a leading FP&A platform for Excel users. Hugh has led global teams in engineering, UX, cloud computing, and AI-driven innovation at companies like Finastra, SecureKey Technologies, ADP Canada, and Manulife. Hugh talks about his passion for using technology to drive efficiency and smarter decision-making, and helping to overcome change resistance in finance teamsExpect to Learn:How AI is reshaping FP&A workflows and automating financial reporting.The role of AI-powered copilots in driving business efficiencies.Why change resistance in FP&A is common and how to overcome it.The future of Excel, Python, and automation in financial modeling.Practical advice for FP&A professionals to prepare for AI-driven changes.Here are a few relevant quotes from the episode:“One of the biggest barriers to AI adoption in FP&A is simply finding the time to implement it.”“AI-driven tools should feel like an extension of your team, not an external system you have to fight against.”“When you start using AI for small tasks, you quickly realize how much time you've been wasting on manual work.”Hugh Cumming provided incredible knowledge about how AI-powered tools like Vena Copilot are helping finance teams become more efficient, strategic, and data-driven. Excel isn't going anywhere, but it's getting smarter. AI isn't replacing people, but it's making their work more valuable. As Hugh emphasized, those who adapt and leverage these innovations will thrive in the evolving financial landscape. The AFP FP&A Forum:The Association for Financial Professionals FP&A Forum, March 17–19 in Austin, is the must-attend event for finance professionals seeking sales-free, expert-led insights on AI, process efficiency and strategic planning. With 18+ actionable sessions and a community of peers, this forum is all about real learning, no fluff—join us and take your finance game to the next level.Explore the agenda: https://bit.ly/40W1eChUse the code FPAGuy2025 for $200 off: https://bit.ly/40Cts3BFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Hugh:LinkedIn - https://www.linkedin.com/in/hughwcumming/Company - https://www.venasolutions.com/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn -
In this episode of FP&A Tomorrow, host Paul Barnhurst (aka "The FP&A Guy") sits down with Chris Walker to explore the intersection of finance, marketing, and sales. They break down why most companies struggle with measuring the return on go-to-market investments and how finance teams can step up to own and optimize this critical function. Chris shares his unconventional yet data-driven approach to revenue operations, highlighting how traditional marketing and sales attribution models are broken and what companies should do instead.Chris Walker is a visionary in B2B go-to-market strategies. As the CEO of Pasetto and Executive Chairman of Refine Labs, he is shaping the future of revenue operations by integrating finance, marketing, and sales intelligence. With years of hands-on experience in sales, marketing, and finance, Chris brings a unique perspective to understanding and improving go-to-market efficiency.Expect to Learn:Why go-to-market investments are often misallocated and how finance can take ownership of optimizing them.The biggest mistakes companies make when measuring marketing ROI and sales effectiveness.How finance leaders can work more strategically with marketing and sales teams to drive profitable growth.The importance of rethinking attribution models and revenue operations frameworks.Why Chris believes that FP&A should play an offensive, not defensive, role in shaping business strategy.Here are a few relevant quotes from the episode:“Finance leaders need to stop looking at marketing as an expense and start seeing it as an investment portfolio.”“Marketing attribution models are fundamentally broken because they try to divide credit rather than measure impact.”“Go-to-market investments are often misallocated because finance and marketing don't speak the same language.”In this episode, Chris Walker delivers a wake-up call to finance and revenue leaders, urging them to rethink how they measure and optimize go-to-market investments. If FP&A wants to drive better business decisions, it must stop looking at marketing as an expense and start managing it like an investment portfolio. By adopting a data-driven, strategic approach to go-to-market, finance teams can help their companies grow more efficiently and profitably.The AFP FP&A Forum:The Association for Financial Professionals FP&A Forum, March 17–19 in Austin, is the must-attend event for finance professionals seeking sales-free, expert-led insights on AI, process efficiency and strategic planning. With 18+ actionable sessions and a community of peers, this forum is all about real learning, no fluff—join us and take your finance game to the next level.Explore the agenda: https://bit.ly/40W1eChUse the code FPAGuy2025 for $200 off: https://bit.ly/40Cts3BFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Chris:LinkedIn - https://www.linkedin.com/in/chriswalker171/Company - https://www.passetto.com/Website -
In this episode of FP&A Tomorrow, host Paul Barnhurst (aka The FP&A Guy) sits down with Ritu Saxena, a chartered accountant, career coach, and founder of Project Upgrade Her. Ritu shares insights on transitioning into business partnering, building a strong personal brand, and empowering women to elevate their careers with confidence.Ritu is an accomplished finance professional and career coach with over 13 years of experience spanning investment banking, Big Four consulting, and commercial finance in India and New Zealand. She is the founder of Project Upgrade Her, a platform dedicated to helping women increase their career confidence and earning potential. Ritu has also been recognized as one of the Top 20 Chartered Accountants to Watch in Australia and New Zealand.Expect to Learn:Going beyond budgeting and forecasting to provide strategic insights.How to transition into business partnering and key skills required.Why it's essential for career growth to build a strong personal brand.The power of networking and how it can open unexpected doors in your career.Strategies for advocating for yourself and stepping into leadership roles.Here are a few relevant quotes from the episode:“Meeting people where they are and speaking their language is what makes a great business partner.”“The ability to be concise and communicate the ‘why' behind the numbers is an underrated but essential skill.”“Trust is built when you consistently deliver value, flag risks proactively, and help stakeholders make better decisions.”Ritu shared invaluable advice on transitioning into business partnering, building a strong personal brand, and taking control of your career growth. She highlights the importance of advocating for yourself and never letting your job title define your potential.The AFP FP&A Forum:The Association for Financial Professionals FP&A Forum, March 17–19 in Austin, is the must-attend event for finance professionals seeking sales-free, expert-led insights on AI, process efficiency and strategic planning. With 18+ actionable sessions and a community of peers, this forum is all about real learning, no fluff—join us and take your finance game to the next level.Explore the agenda: https://bit.ly/40W1eChUse the code FPAGuy2025 for $200 off: https://bit.ly/40Cts3BFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Ritu:LinkedIn - https://www.linkedin.com/in/ritusaxena1/Company - https://www.projectupgradeher.com/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyPlanning in BI Showcase:Gone are the days of juggling multiple platforms. Now, with business intelligence tools you can integrate planning directly into your BI system. Join Paul on March...
In this episode of FP&A Tomorrow, host Paul Barnhurst, known as "The FP&A Guy," welcomes returning guest Ron Monteiro. Ron is a seasoned finance professional turned author who shares highlights from his new book, Love Mondays!, which looks into finding joy in your work life, particularly in the finance and FP&A sectors. Together, they explore how mindset, workplace culture, and personal development play pivotal roles in career satisfaction.Ron Monteiro is a finance veteran with over 20 years of experience in FP&A roles at companies like Kraft, Campbell Soup, and Kruger Products. He has served as VP of Finance and is now an entrepreneur focused on teaching storytelling and communication in finance. Ron's journey from a shy, anxious teenager in Kenya to leading meetings with CEOs is a testament to his growth and resilience. His latest book, Love Mondays!, aims to help people across all professions find joy in their work and personal lives.Expect to Learn:The story behind Love Mondays! and how Ron transitioned from corporate finance to author.Why attitude and environment are equally important in finding fulfillment at work.Practical steps to identify your purpose using frameworks like Ikigai.How networking and mentorship can transform your career trajectory.Strategies to avoid burnout in demanding FP&A roles and maintain a healthy work-life balance.Here are a few relevant quotes from the episode:“A boss can make or break your experience early in your career, but as you grow, it's the culture and mentors that shape you.”“Gratitude is a game-changer. It's hard to be unhappy when you're focused on what's going well.”“Surround yourself with people who uplift you. The right network can open doors you didn't even know existed.”It's clear that loving your work and yes, even your Mondays is about more than just the role you're in. It's about your mindset, your environment, and the intentional steps you take toward fulfillment. Whether you're deep in FP&A or exploring a completely different path, Ron's four-step framework offers a roadmap to not just surviving your workweek but truly thriving in it.The AFP FP&A Forum:The Association for Financial Professionals FP&A Forum, March 17–19 in Austin, is the must-attend event for finance professionals seeking sales-free, expert-led insights on AI, process efficiency and strategic planning. With 18+ actionable sessions and a community of peers, this forum is all about real learning, no fluff—join us and take your finance game to the next level.Explore the agenda: https://bit.ly/40W1eChUse the code FPAGuy2025 for $200 off: https://bit.ly/40Cts3BFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Ron:LinkedIn - https://www.linkedin.com/in/ronmonteiro18/Check out Book: Love Mondays! - https://lovemondaysbook.com/Follow Paul: Website - https://www.thefpandaguy.com...
In this episode of FP&A Tomorrow, host Paul Barnhurst talks with Andrew Hull, a seasoned finance leader in the consumer packaged goods (CPG) industry. They explore the role of FP&A professionals in driving business results, navigating inflation, and transitioning from traditional budgeting to impactful analytics.Andrew Hull is a financial executive with over two decades of experience in CPG. Currently the Vice President of Finance at UNFI Canada, Andrew has a proven track record of partnering with business leaders to deliver results through strategic insights and principled financial analysis. With a competitive spirit and passion for team leadership, Andrew shares his unique approach to FP&A, analytics, and the importance of actionable storytelling.Expect to Learn:The three pillars of great FP&A: technical skills, storytelling, and actionable decisions.Why Andrew advocates for changing FP&A to “FA&P” and focusing more on analytics.Lessons learned from leading finance during the pandemic.Key metrics for success in the distribution industry, including variable margin and truck utilization.Practical advice for accelerating budget processes and focusing on analytics that drive results.Here are a few relevant quotes from the episode:"The most value FP&A can add is when we take complex data and distill it into actionable insights." - Andrew Hull"Variable margin is the backbone of understanding financial performance in a distribution business."- Andrew Hull"A one-page visual with clear recommendations is the best way to communicate with executives."- Andrew HullIn this episode, Andrew Hull shared a wealth of knowledge for FP&A professionals including rethinking the role of analytics to the importance of actionable storytelling. His practical advice on managing inflation, leading during a crisis, and accelerating the budgeting process offers valuable lessons. FP&A Your Way with Paris Technologies:PARIS Technologies delivers an enterprise planning platform in Excel, which makes FP&A work a breeze! Centralize and consolidate cloud data into a self-service, collaborative modeling environment featuring the everyday spreadsheet. Visit PARIS Tech for FP&A Your Way!Follow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Andrew:LinkedIn - https://www.linkedin.com/in/andrewhull4/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyEnroll for Wharton Online Certificate Program:Sign up for the 8 week online financial planning & analysis certificate program by Wharton Online and learn the art of forecasting, analysis, business partnering and financial storytelling: https://bit.ly/4debs46 Use Code: THEFPAGUY300 to save $300. Earn Your CPE Credit For CPE credit...
In this episode of FP&A Tomorrow, host Paul Barnhurst, aka "The FP&A Guy," provides a complete guide to FP&A certifications and programs. He offers valuable information into their structure, benefits, costs, and ideal candidates. The conversation covers leading certifications like the FPAC by AFP, Wharton's FP&A Certificate Program, FMI's Advanced Financial Modeler (AFM), and more. Paul provides discount codes for many of the programs in the show notes below. You can also find a complete written analysis of each certificate on his website: FP&A Certifications — The FP&A GuyWith a career marked by expertise in FP&A, Paul answers what certifications can help advance your career in FP&A. Paul compares these options, emphasizing their focus on technical skills, networking opportunities, and career applicability. He also shares personal experiences with several programs, highlighting their strengths and areas for improvement. Expect to Learn:A detailed comparison of leading FP&A certifications.Key differences between training programs and certification exams.Insights into lesser-known but impactful programs like the Certified Global FP&A Professional.Recommendations for financial modeling programs, including those from FMI and CFI.Tips for navigating costs, preparation, and maximizing the value of FP&A certifications.Here are a few relevant quotes from the episode:"Certifications are not mandatory, but they can help you stand out in a competitive field.""Wharton's FP&A Certificate Program is a great option for building both technical and interpersonal skills.""Most certifications will require a significant time investment, so choose the one that aligns with your goals."Certifications are valuable but they're just one part of your professional journey. The real goal is to continuously enhance your skills, adapt to industry changes, and become an indispensable business partner. If you have questions or need guidance, feel free to reach out at https://www.thefpandaguy.com/fpa-certificationsFP&A Your Way with Paris Technologies:PARIS Technologies delivers an enterprise planning platform in Excel, which makes FP&A work a breeze! Centralize and consolidate cloud data into a self-service, collaborative modeling environment featuring the everyday spreadsheet. Visit PARIS Tech for FP&A Your Way!Follow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Explore the resources and discounts available:Certified Corporate FP&A Professional (FPAC) from Association of Financial Professionals (AFP) - FPAC ProgramThe longest-established FP&A credential that validates your expertise. Ideal for early-career professionals or those transitioning into FP&A. Use Code Exam: TheFPAGuy-FPAC – Exam for $150 DiscountUse Code Exam Prep Platform: TheFPAGuy-FPACEPP – Exam Prep Platform for $100 DiscountCertificate of...
In this episode, host Paul Barnhurst, aka The FP&A Guy, looks into the challenges and opportunities in financial planning and analysis (FP&A) within startups and high-growth companies. He is joined by Lauren Pearl who is an experienced fractional CFO and podcast host. They explore how finance professionals can thrive in the ever-evolving landscape of early-stage businesses, leveraging financial modeling, strategic thinking, and communication skills.Lauren Pearl brings a wealth of experience in operational finance, entrepreneurship, and advisory roles. She has grown startups from concept to scale, worked as a CFO at tech companies, and now runs her own fractional CFO consultancy. Her unique background also includes hosting Growth Minded CFO, where she speaks with finance leaders about driving growth and innovation.Expect to Learn:Why financial modeling is a feasibility study, not just a forecast.Strategies to simplify complex finance concepts for founders and non-finance professionals.How to craft models that focus on usability, speed, and strategic decision-making.The importance of understanding and addressing the unique needs of various departments.How listening and adapting to your audience can elevate FP&A's impact.Here are a few relevant quotes from the episode:“Finance isn't just about numbers; it's about translating those numbers into something actionable for the entire organization.” - Lauren Pearl“If I were to define FP&A in one sentence, it's the financial engineering of past, present, and future decisions.” - Lauren Pearl“You can't force people to care about finance, but you can present it in a way that resonates with their priorities.” - Lauren PearlLauren's emphasis on the importance of usability, communication, and empathy highlights how finance professionals can create meaningful impact. Her career journey underscores the value of adaptability and collaboration in today's dynamic financial landscape.FP&A Your Way with Paris Technologies:PARIS Technologies delivers an enterprise planning platform in Excel, which makes FP&A work a breeze! Centralize and consolidate cloud data into a self-service, collaborative modeling environment featuring the everyday spreadsheet. Visit PARIS Tech for FP&A Your Way!Follow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Lauren:Website - https://www.laurenpearlconsulting.com/newsletterLinkedIn - https://www.linkedin.com/in/laurenepearl/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyEnroll for Wharton Online Certificate Program:Sign up for the 8 week online financial planning & analysis certificate program by Wharton Online and learn the art of forecasting, analysis, business partnering and financial storytelling:
In this episode, Host Paul Barnhurst, aka The FP&A Guy, explores the complexities of corporate spin-offs with guest Jens Gutberlet. They focus on Kenvue's remarkable journey of separating from Johnson & Johnson with strategic reasoning and organizational transformation. This discussion highlights the challenges and opportunities that arise when creating a standalone company from a global giant.Jens Gutberlet is a seasoned finance leader with over 15 years of experience in multinational consumer goods companies like Henkel, Edgewell, Johnson & Johnson, and now Kenvue. Based in Toronto, Jens has spearheaded major transformation projects, including two large-scale company separations. His expertise in FP&A and organizational change shines through as he shares his insights from Kenvue's historic spin-off.Expect to Learn:Why Johnson & Johnson decided to spin off Kenvue and the strategic benefits of the separation.The key challenges and milestones in creating a new standalone company.How FP&A professionals can contribute to major transformation projects.The importance of mindset and communication during organizational change.Opportunities for improvement in finance systems and processes during spin-offs.Here are a few relevant quotes from the episode:"Understanding the 'why' behind a transformation is crucial for keeping people engaged and motivated." - Jens Gutberlet"Managing cultural and people aspects during transformation is often harder than tackling technology." - Jens Gutberlet"The key to success is breaking down massive projects into manageable, bite-sized steps." - Jens GutberletJens emphasizes the importance of communication, strategic thinking, and adaptability in navigating the complexities of organizational change. For FP&A professionals, spin-offs are a unique opportunity to shape the future of a company and build robust financial systems.World-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup now: https://bit.ly/4decOf3Follow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Jens:LinkedIn - https://www.linkedin.com/in/jens-gutberlet/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyEnroll for Wharton Online Certificate Program:Sign up for the 8 week online financial planning & analysis certificate program by Wharton Online and learn the art of forecasting, analysis, business partnering and financial storytelling: https://bit.ly/4debs46 Use Code: THEFPAGUY300 to save $300. Earn Your CPE Credit...
In this episode of FP&A Tomorrow, Paul Barnhurst discusses the ever-evolving field of financial planning and analysis (FP&A) with Bryan Lapidus. They explore the shift from traditional roles to value-driven finance. The discussion focuses on the rising importance of generative AI, and examines the essential skills needed for success in the field. Bryan Lapidus is the Director of the Association for Financial Professionals (AFP) and a leading voice in the FP&A community. With decades of experience spanning senior roles, an MBA from NYU, and a history of helping finance professionals elevate their skills, Bryan brings a wealth of knowledge on FP&A trends, certifications, and technological advancements.Expect to Learn:The evolution of FP&A and how specialization is reshaping the field.The critical role of generative AI in finance and practical advice for adoption.How the FP&A certification can boost career growth and salary potential.Differences between value-creating and control-focused CFOs and why it matters.Key technical and soft skills to thrive as an FP&A professional.Here are a few relevant quotes from the episode:"To excel in FP&A, you need the why, the what, and the how: why we allocate capital, what we deliver, and how we use technology and people." - Bryan Lapidus"When finance focuses solely on controls, it limits its ability to contribute to the company's growth." - Bryan Lapidus"The rise of data analytics in FP&A means more roles require coding knowledge like Python and SQL." - Bryan LapidusIn this episode, Bryan Lapidus shares the transformative impact of technology, and the skills that define the role of FP&A. He emphasized the importance of value creation, specialization, and adopting tools like generative AI while staying grounded in foundational skills.Plan Smarter with Workday:Workday Adaptive Planning empowers organizations with AI-driven insights, advanced data visualization, and powerful reporting tools. Make smarter decisions faster and elevate your budgeting, forecasting, and modeling. Learn more at http://www.workday.com/fpaguyFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Bryan:LinkedIn - https://www.linkedin.com/in/bryan-lapidus-fpac/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup now: https://bit.ly/4decOf3Earn Your CPE Credit For CPE credit please go to
In this episode of FP&A Tomorrow, host Paul Barnhurst, aka “The FP&A Guy,” talks about financial planning and analysis (FP&A) with Carl Seidman. They discuss how technology, strategic thinking, and effective communication are reshaping FP&A roles, making them more agile and impactful than ever.Carl Seidman is an FP&A advisor, educator, and fractional CFO with over two decades of experience in financial strategy, business storytelling, and leadership development. Founder of Seidman Financial, Carl helps organizations build robust FP&A capabilities and fosters the development of professionals through learning programs and mastermind groups.Expect to Learn:How the FP&A profession is transitioning from backward-looking analysis to strategic business partnering.The growing importance of communication and influence in advancing FP&A careers.Insights into scenario planning and anticipating disruptions in uncertain times.The role of technology and tools like Excel and generative AI in enhancing FP&A processes.Tips for becoming a more effective presenter and influencer in professional settings.Here are a few relevant quotes from the episode:"Critical thinking and communication are the two most essential skills for FP&A professionals." - Carl Seidman"FP&A professionals must move beyond technical skills to focus on strategy and influence." - Carl Seidman"Excel is still powerful, but integrating it with modern tools can unlock even greater efficiency." - Carl SeidmanCarl shared actionable insights and practical advice that can help FP&A teams navigate the complexities of today's business environment. As FP&A transitions from traditional analysis to becoming a vital strategic partner, professionals must cultivate critical thinking, effective communication, and the ability to influence decisions. Plan Smarter with Workday:Workday Adaptive Planning empowers organizations with AI-driven insights, advanced data visualization, and powerful reporting tools. Make smarter decisions faster and elevate your budgeting, forecasting, and modeling. Learn more at http://www.workday.com/fpaguyFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Carl:LinkedIn - http://linkedin.com/in/carlseidmanWebsite - https://seidmanfinancial.com/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup now:
In this insightful episode of FP&A Tomorrow, host Paul Barnhurst, "The FP&A Guy," explores the dynamic world of financial planning and analysis with guest Greg Adams, a seasoned CFO and author. They discuss how finance professionals can drive value through storytelling, critical thinking, and strategic insights. The conversation also delves into Greg's journey from leading finance teams to writing an international crime thriller with an accountant hero, redefining the image of finance professionals.Greg Adams is the SVP and CFO of the American Management Association (AMA), with over 25 years of leadership experience in public and private finance. He is a CPA and a published author whose debut novel, Green Shades: Accountants Aren't Supposed to Die This Way, combines financial intrigue with a thrilling narrative. Greg's leadership mission is centered on fostering corporate excellence and empowering finance professionals to embrace their strategic potential.Expect to Learn:The evolving role of FP&A as a strategic partner in business.Why storytelling is a critical skill for finance professionals.How to leverage external data and AI for more robust financial planning.Insights into the value of "power skills" like communication and leadership.Greg's journey writing a crime thriller that challenges stereotypes about accountants.Here are a few relevant quotes from the episode:"If you control information, you control the world. FP&A professionals need to look beyond internal data and consider external benchmarks." - Greg Adams"AI and machine learning allow us to move beyond just historical data to anticipate what's coming." - Greg Adams"Step away from your desk and talk to people. The best insights often come from conversations." - Greg AdamsGreg Adams offered a fresh and inspiring perspective on the role of finance professionals. From emphasizing the art of storytelling in FP&A to advocating for the integration of external data and AI, Greg highlighted how finance can be a driver of change and innovation.Plan Smarter with Workday:Workday Adaptive Planning empowers organizations with AI-driven insights, advanced data visualization, and powerful reporting tools. Make smarter decisions faster and elevate your budgeting, forecasting, and modeling. Learn more at http://www.workday.com/fpaguyFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Greg:LinkedIn - https://www.linkedin.com/in/gregdadams/Website - https://www.cpa-author.com/Email - mailto:greg@cpa-author.comSpecial Offer for ListenersThe first three listeners to contact Greg at greg@cpa-author.com can access a free AMA course (valued at $2,000-$3,000). Mention FP&A Tomorrow in your email!Follow Paul: Website - https://www.thefpandaguy.com...
In this insightful episode of FP&A Tomorrow, we explore the dynamic relationship between Financial Planning and Analysis and Supply Chain Planning. Host Paul Barnhurst aka The FP&A Guy discusses how these two critical functions can work together to create better outcomes for businesses, particularly in challenging environments. With supply chain disruptions and evolving market needs, aligning these disciplines is more vital than ever.Guests: Lyndsey Weber, a seasoned expert with a background in supply chain and finance, and Marcia Williams, a supply chain planning professional with roots in accounting. Lyndsey transitioned from ExxonMobil to tech, where she focuses on optimizing supply chain planning with financial insights. Marcia brings a wealth of knowledge on integrating operational and financial strategies to drive value and efficiency.Expect to Learn:How FP&A and supply chain planning intersect and complement each other.Key differences in planning horizons and decision-making processes between FP&A and supply chain.The role of integrated business planning (IBP) in achieving cross-functional alignment.Strategies to enhance communication and collaboration between finance and supply chain teams.Real-world examples of overcoming challenges during the COVID-19 pandemic and creating value through supply chain optimization.Here are a few relevant quotes from the episode:"Every company has supply and demand, whether it's a product or a service. Matching them is the core of supply chain planning." - Lyndsey Weber"Finance and supply chain must combine top-down and bottom-up approaches for effective planning." - Marcia Williams"The more granular focus in supply chain planning complements the high-level strategy in FP&A." - Lyndsey WeberFrom breaking down the barriers between FP&A and supply chain to leveraging collaboration for unlocking new opportunities, this episode highlighted actionable strategies for creating alignment and driving business value. Finance and supply chain are two sides of the same coin, and when aligned, they enable better, faster decisions that benefit the entire organization.Plan Smarter with Workday:Workday Adaptive Planning empowers organizations with AI-driven insights, advanced data visualization, and powerful reporting tools. Make smarter decisions faster and elevate your budgeting, forecasting, and modeling. Learn more at http://www.workday.com/fpaguyFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Lyndsey:LinkedIn - https://www.linkedin.com/in/lyndsey-weber/Follow Marcia:LinkedIn - https://www.linkedin.com/in/marciadwilliams/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of...
In this engaging episode of FP&A Tomorrow, host Paul Barnhurst, the FP&A Guy, sits down with Mark Hansen, CFO of Entrata. Their conversation explores financial planning and analysis (FP&A), strategic business decision-making, and the evolving role of finance teams in organizations. This episode provides valuable insights into how FP&A professionals can align metrics, foster relationships, and utilize data to empower strategic growth.Mark Hansen brings a wealth of experience as the CFO of Entrata, a comprehensive ERP platform for the multifamily housing industry. Prior to this role, Mark held pivotal finance positions at Pluralsight and Skullcandy, leading finance teams through periods of significant growth. A CPA with a master's in accounting from the University of Utah, Mark combines technical expertise with a strategic vision, making him a thought leader in the financial industry.Expect to LearnUnderstanding the transition from accurate forecasting to strategic decision-making.Why FP&A is positioned as the "center of the universe" for organizational data.Practical advice on aligning and rolling forward metrics to track business performance.How to leverage diverse experiences (the "bingo card" approach) to achieve career growth.Insights into hiring, mentoring, and fostering curiosity and technical skills within finance teams.Here are a few relevant quotes from the episode:"Understanding unit economics, gross margin, and other granular financial details helps inform better business decisions." - Mark Hansen"Understanding SEC reporting is like leveling up in financial knowledge. It's the major leagues of financial reporting." - Mark Hansen"FP&A teams of the future will not just focus on budgeting and forecasting but also on data analytics and business modeling." - Mark HansenIn this insightful episode, Mark shares valuable advice on career development, stressing the importance of building strong relationships, acquiring diverse skills, and being proactive in one's career progression. Mark's focus on curiosity, technical skills, and business partnering provides a roadmap for any finance professional looking to elevate their impact.Plan Smarter with Workday:Workday Adaptive Planning empowers organizations with AI-driven insights, advanced data visualization, and powerful reporting tools. Make smarter decisions faster and elevate your budgeting, forecasting, and modeling. Learn more at http://www.workday.com/fpaguyFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Mark:LinkedIn - https://www.linkedin.com/in/mark-hansen-7b79045/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling
In this episode of FP&A Tomorrow, host Paul Barnhurst, aka The FP&A Guy, explores the evolving world of financial planning and analysis (FP&A) systems. With guest Charlie Liu, the conversation shifts to the art and science of optimizing financial tools and processes to drive business success. Charlie brings a wealth of experience in FP&A, systems consulting, and fractional CFO services, offering listeners practical advice on navigating challenges in financial operations.Charlie Liu, founder of Monte Carlo Consulting, has over 15 years of expertise in corporate performance management and FP&A systems. He specializes in helping businesses streamline operations with the right tools, enhance financial visibility, and achieve data-driven decision-making. Charlie's unique background in consulting, product management, and sales enables him to deliver strategic and technical insights that empower organizations.Expect to LearnKey traits of successful FP&A systems and how to separate from traditional accountingWhen and how to implement financial planning tools with key indicatorsOvercoming challenges in digital transformation and common pitfalls to avoidLeveraging generative AI to revolutionize FP&A processes and reportingLessons learned from entrepreneurial ventures and adapting FP&A for startupsHere are a few relevant quotes from the episode:"There's no perfect tool; focus on understanding your needs and defining negotiables versus non-negotiables." - Charlie Liu"Data is the foundation of FP&A. Clean, accurate data is essential for meaningful insights." - Charlie Liu"We're at a point where AI can handle repetitive tasks, allowing FP&A professionals to focus on strategy." - Charlie LiuIn this insightful episode, Charlie Liu shared his expertise on optimizing FP&A systems and leveraging the power of generative AI. His advice resonates for businesses of all sizes as he emphasized the importance of customer focus, strategic thinking, and adaptability. Streamline Financial Planning with Kepion: Scale and automate your financial planning beyond spreadsheets with Kepion—trusted by top industries to automate, customize, and optimize complex planning. Learn more at https://bit.ly/3YI5cfpFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Charlie:LinkedIn - https://www.linkedin.com/in/charliexwliu/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup now:
In this episode of FP&A Tomorrow, host Paul Barnhurst, aka The FP&A Guy, dives into the evolving role of the CFO and the impact of financial planning and analysis (FP&A) on modern businesses. Steve Rosvold joins the show to explore the critical skills and strategies that drive success in financial leadership today.Steve Rosvold is a seasoned finance leader and the founder of CFO University, a platform dedicated to developing CFOs and aspiring financial leaders. With a robust career spanning over two decades, including a CFO role at ConAgra Malt, Steve shares his journey from corporate finance to entrepreneurship, offering invaluable insights into the CFO's expanding role.Expect to Learn:The evolution of the CFO role: from cost controller to strategic partner.Key challenges CFOs face in balancing tactical and strategic priorities.How FP&A professionals can better align with business objectives to drive value.The importance of technical and soft skills in transitioning from FP&A to the CFO role.Practical advice for aspiring CFOs, including mentorship and self-awareness.Here are a few relevant quotes from the episode:"Human capital is becoming one of the most critical areas for CFOs to manage and measure." - Steve Rosvold"One of the best ways to refine your communication is to get feedback from mentors." - Steve Rosvold"The foundation of FP&A is in accounting, but its value lies in its forward-looking insights." - Steve RosvoldThis episode of FP&A Tomorrow provided a masterclass in the evolving landscape of financial leadership. From the significance of self-awareness to the need for actionable insights, Steve emphasized the blend of technical expertise and interpersonal skills required for success.Streamline Financial Planning with Kepion: Scale and automate your financial planning beyond spreadsheets with Kepion—trusted by top industries to automate, customize, and optimize complex planning. Learn more at https://bit.ly/3YI5cfpFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Steve:Website - https://www.cfo.university/LinkedIn - https://www.linkedin.com/in/steverosvold/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup now: https://bit.ly/4decOf3Earn Your CPE Credit For CPE credit please go to
In this episode of FP&A Tomorrow, host Paul Barnhurst, also known as The FP&A Guy, dives deep into the world of financial planning and analysis with Kathy Svetina. As a fractional CFO for businesses, Kathy shares her expertise in transforming small to mid-sized companies' financial health and operational efficiency. She discusses her five-part framework for building a solid financial foundation and shares insights on how smaller businesses can leverage FP&A to drive sustainable growth and avoid common financial pitfalls.Kathy Svetina is the founder of Newcastle Finance, specializing in fractional CFO services for businesses with $10 million+ in annual revenue. With over 14 years in senior-level FP&A roles in Fortune 500 companies, Kathy brings top-level financial acumen to smaller enterprises, helping them scale while improving financial stability and operational efficiency. Passionate about strategic finance, Kathy provides invaluable advice on how FP&A functions can help build resilient and thriving companies.Expect to LearnKathy's five-part framework that structures financial health Practical approaches to FP&A for smaller businessesThe critical role of financial systems and processesThe importance of internal controls and risk managementTips for effective financial storytelling and influenceHere are a few relevant quotes from the episode:“I created Newcastle Finance to bring big-league financial savvy to smaller businesses that want to scale sustainably.” - Kathy Svetina“For small businesses, strong internal controls are essential to protect against risk and ensure financial security.” - Kathy Svetina“Good accounting and FP&A systems help the business see trends and understand what's generating revenue against expenses.” - Kathy SvetinaKathy shows how establishing solid foundations—like effective bookkeeping, robust internal controls, and meaningful financial analysis—can drive growth and stability. Emphasizing the value of communication and active listening, Kathy encourages FP&A professionals to think beyond reporting and embrace their role as strategic partners within the organization. Streamline Financial Planning with Kepion: Scale and automate your financial planning beyond spreadsheets with Kepion—trusted by top industries to automate, customize, and optimize complex planning. Learn more at www.kepion.comFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Kathy:Website - https://www.newcastlefinance.us/LinkedIn - https://www.linkedin.com/in/ksvetina/ Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial...
In this episode of FP&A Tomorrow, host Paul Barnhurst, the FP&A Guy, dives deep into the art of data storytelling with analytics expert Brent Dykes. With extensive experience in data visualization and analytics, Brent shares insights on how finance professionals can effectively communicate data insights. He emphasizes that data storytelling is more than visuals—it's about crafting a compelling narrative that bridges data and decision-making.Brent Dykes is the founder of Analytics Hero, a consultancy dedicated to data storytelling. He's also an author and educator with years of experience in data analytics, consulting, and data visualization. Brent wrote the book Effective Data Storytelling and has taught data visualization at the University of Utah. His work focuses on enhancing how organizations use data to inform strategy and decisions.Expect to Learn:The core components of data storytelling: data, narrative, and visuals.Why narrative is often the missing link in data-driven presentations.The role of empathy and audience understanding in effective communication.Practical steps for creating a data-driven culture within your organization.How human intuition complements data in decision-making processes.Here are a few relevant quotes from the episode:"The last mile of analytics is where data storytelling lives. That's where insights turn into action." - Brent Dykes"It's the combination of data, narrative, and visuals that makes a message stick and drives action." - Brent Dykes"If you just present a problem without recommendations, you're leaving too much on the table. A story includes a path forward." - Brent DykesBy explaining the science behind storytelling and offering practical advice, Brent Dykes underscores that empathy, clarity, and audience engagement are at the heart of effective data storytelling. FP&A professionals are encouraged to embrace this skill, not only to communicate data effectively but to foster a more data-driven culture in their organizations. Streamline Financial Planning with Kepion: Scale and automate your financial planning beyond spreadsheets with Kepion—trusted by top industries to automate, customize, and optimize complex planning. Learn more at www.kepion.comFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Brent:Website - https://www.analyticshero.com/LinkedIn - https://www.linkedin.com/in/brentdykes/Book - https://www.effectivedatastorytelling.com/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business...
In this episode, host Paul Barnhurst (aka The FP&A Guy) dives deep into the evolving world of Financial Planning & Analysis with Olivia MacDonald, a highly skilled financial professional with a diverse background in FP&A process optimization and system implementation. The conversation explores what makes FP&A great, focusing on business partnerships and the strategic role FP&A can play beyond just reporting numbers.Olivia is a qualified CPA and ACA with a proven track record of delivering strategic solutions that drive efficiency, accuracy, and transparency across organizations. With a mastery of data extraction and transformation tools like MQL, SQL, and SOQL, Olivia has helped companies streamline operations, enhance financial transparency, and drive decision-making through data. Her non-traditional path into FP&A—from audit to FP&A consultancy—gives her a unique perspective on how finance can be a business driver, not just a reporting function.Expect to LearnWhat distinguishes great FP&A teams, with a focus on strategic business partnering.How audit and FP&A share common skills, and how auditors can leverage financial modeling experience.The importance of building strong relationships as an FP&A professional and working with different business units.Olivia's unique career journey from auditing in Ireland to working in FP&A and the key lessons learned.Strategies to streamline the budgeting process and engage business partners in decision-making.Here are a few relevant quotes from the episode:“FP&A shouldn't just be a reporting function. It needs to be a strategic business partner that helps drive decision-making.” - Olivia MacDonald“Having mentors who can tell you, ‘That's a bad idea,' is invaluable. It's how I ended up taking risks in my career that paid off.” - Olivia MacDonald“When I got into FP&A, I realized how important it is to be a business partner, not just a numbers person.” - Olivia MacDonaldThis episode with Olivia MacDonald takes us through the evolving role of FP&A where she emphasizes the importance of involving business partners in the budgeting process, learning from mentors, and embracing technology, including generative AI.Follow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Olivia:LinkedIn - https://www.linkedin.com/in/oliviarosemacdonald/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup now: https://bit.ly/4decOf3Enroll for Financial Planning & Analysis Certificate Program:Sign up for the 8 week online...
In this episode of FP&A Tomorrow, host Paul Barnhurst (aka The FP&A Guy) engages in a deep discussion with guest Aaron Goss where they explore the intricacies of effective FP&A from the perspective of a company leader. The conversation provides insights into how budgeting and forecasting evolve when a company transitions from privately owned to being backed by private equity. Aaron Goss is a seasoned executive with a unique career path. Starting as a part-time sales employee, Aaron quickly rose to the position of Chief Revenue Officer before becoming president of Brothers Paving and Concrete. With a background in public administration, Aaron brings a fresh perspective to leadership in the construction industry, having steered his company from small-scale operations to large-scale growth under private equity backing.Expect to LearnHow Aaron Goss defines good FP&A and what makes an ideal business partner for a CEO.The differences between budgeting in a privately owned company versus one backed by private equity.Leadership strategies to improve collaboration between finance and operations teams.Insights into transitioning from sales to executive leadership, and how skills from different fields translate into success.How empathy and understanding the challenges of other departments lead to better leadership and company culture.Here are a few relevant quotes from the episode:"There's often a natural conflict between the CEO's broad vision and the finance team's need for detail, but it's essential to balance those perspectives." - Aaron Goss"Being a partner in solutions, rather than just a reporter of data, is what makes FP&A truly effective." - Aaron Goss"A great leader is a great coach, communicator, and someone who can build trust across teams, regardless of their technical expertise." - Aaron GossThis conversation with Aaron Goss offers a wealth of insight into team collaboration, effective FP&A, and executive leadership. He emphasizes the need for empathy, clear communication, and balancing details with the broader company vision.Follow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Aaron:Email - agossva@gmail.comLinkedIn - https://www.linkedin.com/in/aaron-goss-a06b36b/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup now: https://bit.ly/4decOf3Enroll for Financial Planning & Analysis Certificate Program:Sign up for the 8 week online financial planning & analysis certificate
In this episode, Paul Barnhurst dives deep into practical frameworks and leadership strategies for finance professionals with guest Brett Hampson. Brett discusses what he believes constitutes great FP&A and how grassroots finance transformations, rather than top-down technology implementations, can foster a proactive, value-creating FP&A culture. Brett Hampson has spent over a decade in corporate FP&A, working with some of the world's largest companies. He is the author of The FP&A Operating System, a book that outlines his approach to establishing a high-functioning FP&A department. Brett is also the founder of Forecasting Performance, a platform that promotes best practices in financial analysis and forecasting.Expect to LearnWhat grassroots finance transformation entails and why it's preferable to technology-centric approaches.How to implement Brett's FP&A Operating System and FP&A Flywheel framework to drive efficiency and value.The importance of setting a clear vision and objectives for FP&A teams to move from reactive to proactive operations.How to leverage attribution analysis and storytelling to enhance FP&A's influence on business decisions.Tips on creating a culture of continuous improvement within FP&A by focusing on people, processes, and technology in that order.Here are a few relevant quotes from the episode:“Grassroots finance transformation happens when each person on the team has their own vision and works towards solving specific challenges.” - Brett Hampson“Technology alone doesn't solve problems. It might fix one, but often creates new ones if cultural issues aren't addressed first.” - Brett Hampson“Our greatest challenge in FP&A is often ourselves – we need to avoid being too introspective and focus on the business.” - Brett HampsonWith insights into creating effective FP&A systems and teams, Brett Hampson provides a refreshing perspective on FP&A transformation. He highlights the importance of people, process, and then technology, in that order, as the foundation for a high-performing FP&A team.Follow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Brett:Website - https://bretthampson.gumroad.com/l/proactiveLinkedIn - https://www.linkedin.com/in/brett-hampson/Newsletter - https://blog.forecastingperformance.com/subscribeFollow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup now:
In this episode of FP&A Tomorrow, host Paul Barnhurst dives into the future of Financial Planning and Analysis (FP&A) with guest Soufyan Hamid. The discussion focuses on the evolving role of FP&A, from its traditional technical functions to a more business-focused and communicative role. Soufyan shares his journey and insights into improving presentation skills, communication, and becoming a valued business partner in the finance world.Soufyan Hamid has over 17 years of corporate experience in finance, starting in auditing and consulting with PwC before becoming a finance business partner. Today, he leads The Finance Circle, where he trains finance professionals on improving their storytelling and presentation skills, a key aspect often missing in FP&A. Soufyan is known for his Financial Storytelling Program and his popular LinkedIn presence, where he shares tips with over 75,000 followers.Expect to LearnWhy it's not just about numbers but adding strategic value to the business.How effective storytelling can turn data into impactful business insights.Soufyan's transition from corporate finance to entrepreneurship.How to prepare messages that resonate and drive action.Overcoming the habit of over-detailing and shifting focus to clear communication.Here are a few relevant quotes from the episode:“Great FP&A today is about balancing technical skills with business partnering to add real value beyond the numbers.” - Soufyan Hamid“In finance, it's not just about the analysis, it's about what you do with it and how you communicate it to others.” - Soufyan Hamid“Storytelling in finance is essential because it helps non-financial people understand the business impact behind the numbers.” - Soufyan Hamid“You need to focus on what's important to your audience, not just what you think is important in the data.” - Soufyan HamidThis episode underscores the power of clear, concise communication in transforming financial analysis into business value. Soufyan provides practical tips and frameworks, such as the "what, so what, now what" method, and shares actionable insights for FP&A professionals looking to make a greater impact.Follow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Soufyan:Website - www.thefinancecircle.comLinkedIn - https://www.linkedin.com/in/soufyanhamid/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup now: https://bit.ly/4decOf3Enroll for Financial Planning...
In this special episode, Paul Barnhurst, aka the FP&A Guy, recaps key insights from the past six months of interviews on the "FP&A Tomorrow" podcast. He reflects on the soft and technical skills needed for financial planning and analysis (FP&A) professionals, shares standout advice from his expert guests, and dives into what makes great FP&A. Paul Barnhurst, known as the FP&A Guy, is a finance professional with years of experience in the field of FP&A. Through his podcast, Paul brings in thought leaders to share their expertise, providing actionable advice for finance professionals looking to level up their skills. The episode is packed with tips from top CFOs, finance leaders, and FP&A professionals who have shaped the field.Expect to Learn:Learn the human skills that will help you collaborate better and drive impact in your organization.Discover why financial modeling, Excel mastery, and understanding data are critical for FP&A success.Hear expert perspectives on what makes FP&A teams truly world-class, with an emphasis on technology, data, and strategy.How to translate complex financial data into actionable insights that your business partners can easily understand.Why anticipating business needs and solving complex problems are vital traits for anyone in finance.Here are a few relevant quotes from the episode:"In FP&A, communication skills are crucial because you're translating complex finance into actionable insights." - Paul Barnhurst"Learning to simplify is an art. Great FP&A professionals can take complex models and make them understandable." - Paul Barnhurst"Understanding data architecture has been huge in my career—knowing how systems work together can set you apart." - Paul Barnhurst"Great FP&A comes down to having the right people with the right skills, all working toward the same goal." - Paul BarnhurstFrom mastering technical skills like financial modeling to honing soft skills like empathy and storytelling, Paul highlights how FP&A professionals can drive real business impact. By empowering teams with data, communicating clearly, and anticipating future needs, FP&A becomes more than just a financial function—it becomes a strategic partner to the business. Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup now: https://bit.ly/4decOf3Enroll for Financial Planning & Analysis Certificate Program:Sign up for the 8 week online financial planning & analysis certificate program by Wharton Online and learn the art of forecasting, analysis, business partnering and financial storytelling: https://bit.ly/4debs46 Use Code: THEFPAGUY300 to save $300. Earn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the...
In this episode of FP&A Tomorrow, host Paul Barnhurst interviews Brian Lanier, a seasoned CFO with extensive experience in financial planning and analysis (FP&A) across multiple industries, including SaaS, technology, and healthcare. The discussion revolves around how FP&A can evolve from just reporting numbers to becoming a key partner in driving business decisions and transformations. Brian shares insights from his journey in private equity-backed companies, turnarounds, and M&A activities.Brian Lanier is a CFO who has held financial leadership roles in multiple growth-stage companies. With a career that started at EY as an auditor, he has since moved into CFO roles across public, private, and private equity-owned companies. His expertise includes introducing companies to their first budgeting processes, upgrading accounting systems, and overseeing over $7 billion in M&A transactions. His deep understanding of business levers and their impact has led to successful turnarounds and significant cost savings.Expect to Learn:How FP&A has evolved from reporting to business partnering and transformation.The key components of a successful FP&A function, including operational alignment.The role of data and its quality in making sound financial decisions.Strategies for managing financials during mergers, acquisitions, and divestitures.The importance of flexibility and simplicity when creating financial models and budgets.Here are a few relevant quotes from the episode:“Great FP&A starts off with partnership with the company itself. It's about more than reporting numbers.” - Brian Lanier“I build my models with flexibility in mind, so if things change, you can quickly adjust without having to start from scratch.” - Brian Lanier“Data is critical, but a lot of companies don't have clean data. The first step is cleaning it up so you can make informed decisions.” - Brian Lanier“Predictability is essential in FP&A. The more predictable you can make your revenue and expenses, the better decisions you can make.” - Brian LanierFrom his hands-on experience in growth-stage companies and M&A activities, Brian emphasizes the importance of understanding key business levers, fostering collaboration, and building flexible financial models that can evolve with the company. His deep dive into topics such as budgeting, pricing strategies, and operational alignment offers listeners practical advice on how FP&A can be a strategic partner in business transformation.Follow Brian:LinkedIn - https://www.linkedin.com/in/brianlanier1/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup now: https://bit.ly/4decOf3Enroll for Financial Planning & Analysis Certificate Program:Sign up for the 8 week online financial planning & analysis certificate program by...
In this episode of FP&A Tomorrow, Paul Barnhurst interviews Jack McCullough to discuss the evolving landscape of FP&A and the changing role of CFOs. They explore the journey from FP&A to CFO roles, the strategic importance of finance today, and how CFOs are transitioning into broader leadership roles such as CEO. With insights into board management, leadership, and career growth, this episode offers a comprehensive look at the finance function's future.Jack McCullough is a recognized authority in the world of finance leadership. As President of the CFO Leadership Council, Jack has guided countless CFOs through leadership development and strategic decision-making. He holds an MBA from MIT, is the host of the podcast Secrets of Rockstar CFOs, and is the author of two books, including The Psychopathic CEO. With a background in accounting and finance, Jack brings deep expertise in helping finance professionals thrive in leadership roles.Expect to Learn:The key skills FP&A professionals need to develop to become future CFOs.How the role of CFO has shifted from financial control to strategic leadership.The importance of building strong relationships with board members and using them as resources.Insights into creating effective board presentations that align with audience expectations.Leadership qualities that define successful CFOs and finance leaders.Here are a few relevant quotes from the episode:"FP&A is all about the future—how to consider it, prepare for it, and react when things go off course." - Jack McCullough"Empathy is one of the most underrated leadership skills for CFOs." - Jack McCullough"When you see a problem no one else sees, and you solve it, that's real value-add." - Jack McCulloughIn this episode, Jack McCullough provides a clear vision of the evolving role of CFOs and offers a wealth of knowledge on navigating the complexities of modern finance. His practical advice on building relationships with the board, crafting effective presentations, and honing leadership qualities such as empathy and transparency are invaluable for finance professionals at every level.Follow Jack:LinkedIn - https://www.linkedin.com/in/jackmcculloughcfo/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyVisit Abacum - The Ultimate FP&A SolutionThe title sponsor for this week's episode of FP&A Tomorrow is Abacum, the leading mid-market FP&A solution trusted by hundreds of companies to eliminate the spreadsheet struggle. https://www.abacum.ioWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup now: https://bit.ly/4decOf3Earn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the...
In this episode of FP&A Tomorrow, host Paul Barnhurst is joined by Jim Caltabiano, a seasoned finance leader with over 30 years of experience in financial planning and analysis (FP&A) across various industries, including consumer packaged goods and food and beverage. The discussion centers around the evolving role of FP&A, the importance of insights over data, and strategies for building effective finance teams that can drive business value.Jim Caltabiano brings a wealth of knowledge from his extensive career in FP&A and finance leadership roles at major companies such as Procter & Gamble, General Mills, Campbell Soup Company, Ajinomoto Foods, and Del Monte Foods. With a background in both finance and marketing, Jim offers a unique perspective on how FP&A professionals can go beyond traditional financial functions to become true business partners.Expect to Learn:Insights over data and the importance of connecting financial insights to drive business decisions.Strategies to move from a siloed finance function to a business-first approach.How FP&A professionals can better understand and contribute to business goals.Techniques for making sound decisions when data is less than perfect.Insights from Jim's experience as a CTO on the role of data cleanliness and AI in future finance functions.Here are a few relevant quotes from the episode:"Great FP&A is all about the insights. It's all about being able to connect insights for the business." - Jim Caltabiano"Thinking of data as a product rather than just a system changes how you manage and use it." - Jim Caltabiano"Active listening is the most underutilized skill in business; it's key to building relationships and understanding the business." - Jim CaltabianoIn this episode, Jim Caltabiano shares valuable insights on the evolving role of FP&A professionals in today's dynamic business environment. By adopting a holistic approach to data, leveraging multiple data sources, and focusing on active listening, FP&A professionals can elevate their role from number crunchers to strategic business partners. This episode is a must-listen for anyone looking to sharpen their FP&A skills and drive meaningful impact within their organization.Follow Jim:LinkedIn - https://www.linkedin.com/in/jimcaltabiano/Email - j.caltabiano@icloud.comFollow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup now: https://bit.ly/4decOf3Enroll for Financial Planning & Analysis Certificate Program:Sign up for the 8 week online financial planning & analysis certificate program by Wharton Online and learn the art of forecasting, analysis, business partnering and financial storytelling:
In this episode of FP&A Tomorrow, we dive into the evolving landscape of Financial Planning & Analysis (FP&A) with a focus on finance transformation. Leslie Stuart, a seasoned expert in FP&A and finance transformation, shares her insights on how modern finance functions are adapting to new technologies, data management practices, and process improvements to drive better business outcomes.Leslie Stuart is the Director of Financial Planning & Analysis at Walmart Canada and a certified CPA. With a robust background in accounting, auditing, and operational finance, Leslie has been at the forefront of finance transformation, leading initiatives that integrate cutting-edge technology with traditional finance functions. Her career journey from external audit to leading finance transformations offers valuable lessons for anyone involved in or aspiring to drive financial excellence.Expect to Learn:The importance of data quality and its impact on business decisions.Strategies for successfully managing finance transformation projects.How to navigate challenges in data management, from garbage data to valuable insights.The role of technology, including AI, in modernizing FP&A processes.Tips for engaging teams and fostering change in finance departments.Here are a few relevant quotes from the episode "Data and technology are often the easier pieces; the real challenge is with people and processes." - Leslie Stuart"Starting with a strong foundation in processes and controls is critical to any successful transformation." - Leslie Stuart"AI and machine learning are the way of the future for finance—helping us work more efficiently and effectively." - Leslie StuartIn this insightful episode, Leslie Stuart takes us through the intricate process of finance transformation, emphasizing the importance of data quality, the role of technology, and the critical need for effective communication and process management. Her practical advice and personal experiences offer a roadmap for those looking to navigate the complexities of modern FP&A.Follow Leslie:LinkedIn - https://www.linkedin.com/in/leslie-stuart/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup now: https://bit.ly/4decOf3Enroll for Financial Planning & Analysis Certificate Program:Sign up for the 8 week online financial planning & analysis certificate program by Wharton Online and learn the art of forecasting, analysis, business partnering and financial storytelling: https://bit.ly/4debs46 Use Code: THEFPAGUY300 to save $300. Earn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the...
In this insightful episode of FP&A Tomorrow, host Paul Barnhurst dives into the future of Financial Planning and Analysis (FP&A) with Dr. Liran Edelist, a seasoned expert with over 30 years of experience in finance and technology. The discussion focuses on the importance of modernization, the role of technology, and how FP&A professionals can better align their tools and processes with the needs of the business.Dr. Liran Edelist, referred to as "The Doctor" by Paul, is a distinguished professional with a PhD in Business Administration. Originally from Israel, Liran now operates out of the Greater Boston area and has extensive experience in consulting, technology, and business leadership. With a career spanning nearly three decades, including a presidency at Jedox Americas and a role as an adjunct professor at Boston University, Liran brings a wealth of knowledge on the intersection of finance, technology, and business processes. Expect to Learn:The key components that define modern FP&A and why reducing manual work is crucial.How to find the right balance between people, processes, and technology in FP&A.The importance of selecting the right FP&A tools and avoiding common pitfalls during implementation.Insights into the role of AI in FP&A and how it can act as an additional "pair of hands" rather than a replacement.The significance of having a modernization mindset and how it can lead to continuous improvement in FP&A processes.Quotes:Here are a few relevant quotes from the episode "The great FP&A is a modernized FP&A where you don't have too much manual work." - Dr. Liran"FP&A should be the front office of the organization, helping lead the business alongside the CEO." - Dr. Liran"The key to successful FP&A is balancing the right people, processes, and technology." - Dr. LiranIn this episode, Dr. Liran Edelist emphasizes the importance of modernization in FP&A, urging professionals to adopt a mindset of continuous improvement rather than relying on outdated methods. This episode underscores FP&A's vital role as a strategic partner in guiding organizations toward a more data-driven and forward-thinking future.Follow Dr. Liran:Website - https://www.topit.biz/LinkedIn - https://www.linkedin.com/in/drliranedelist/ Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup now: https://bit.ly/4decOf3Enroll for Financial Planning & Analysis Certificate Program:Sign up for the 8 week online financial planning & analysis certificate program by Wharton Online and learn the art of forecasting, analysis, business partnering and financial storytelling:
In this episode of FP&A Tomorrow, host Paul Barnhurst, aka "The FP&A Guy," dives into the intricacies of financial planning and analysis (FP&A) with Renato Villanueva, CEO of Parallel, a startup FP&A tool for early-stage founders. They discuss what makes great FP&A, the journey from risk management to FP&A, and the challenges of scaling a startup while maintaining financial discipline.Renato Villanueva is an accomplished finance professional and the CEO of Parallel, a company providing innovative financial modeling and forecasting solutions for startups. With a finance degree from Utah Valley University, Renato's experience spans multiple high-profile companies, including Qualtrics, American Express, and Divvy. His deep understanding of FP&A and his entrepreneurial spirit drive the conversation as he shares valuable insights from his career and current ventures.Expect to Learn:The essential characteristics of effective FP&A and why understanding your company's goals is crucial.How persistence and networking can open doors in your career, as demonstrated by Renato's journey into Divvy.The importance of aligning financial planning with company growth strategies, especially in a startup environment.Key operational metrics to focus on during the early stages of a startup.Strategies for building strong relationships between finance and other business departments to drive success.Quotes:Here are a few relevant quotes from the episode “Great FP&A is about understanding what the company is trying to accomplish and the role your leader plays in that. It's knowing the North Star metric and ensuring your department has the resources to achieve it." - Renato Villanueva"You want to make it as easy as possible for whoever you work with. Sometimes that means meeting people where they're at rather than forcing them into a new process." - Renato Villanueva"The most rewarding part is tackling a really hard problem and empowering founders to make better, bigger bets with confidence." - Renato VillanuevaRenato's journey from risk management to becoming the CEO of Parallel offers valuable lessons in persistence, adaptability, and the power of understanding the big picture. Tune in for expert insights as we continue to explore the evolving landscape of FP&A.Follow Renato:LinkedIn - https://www.linkedin.com/in/villanuevar/ Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup now: https://bit.ly/4decOf3Enroll for Financial Planning & Analysis Certificate Program:Level up your career and build skills for financial planning and analysis. Sign up for the 8 week online financial planning & analysis certificate program by Wharton Online and learn the art of forecasting, analysis, business partnering and financial storytelling:
Welcome to FP&A Tomorrow, where we discuss financial planning and analysis, examining its current state and future prospects, with your host Paul Barnhurst.In this episode of FP&A Tomorrow, host Paul Barnhurst dives into the evolving role of FP&A (Financial Planning & Analysis) within organizations. The discussion focuses on the shift towards a more strategic and operations-focused approach to finance, exploring how modern finance professionals can become indispensable business partners. The conversation also touches on the concept of a "finance athlete" and the importance of being versatile and adaptable in today's dynamic business environment.This week's guest is Zach Rial, the Senior Director of Finance and Strategy at Peak, a travel company based in Salt Lake City, Utah. With a background in finance, holding a bachelor's degree from Utah State and an MBA from the University of Utah, Zach brings a unique perspective to FP&A, blending operational insights with financial strategy. Known for his hands-on approach to finance, Zach shares his journey from operations to senior finance roles, emphasizing the importance of understanding the business from the ground up.Here is a summary of the key points from the discussion:What defines great FP&A and why partnerships are crucial for financial success.The concept of a "finance athlete" and how it applies to modern finance roles.The importance of intellectual curiosity and its role in driving business insights.How to manage tough conversations in the workplace with transparency and trust.The evolving role of finance professionals in strategic decision-making and operations.Quotes:Here are a few relevant quotes from the episode "Great FP&A is about great partnerships. It's understanding the business, what drives different departments, and being a great partner to make things better." - Zach Rial"A finance athlete is someone who says, ‘I do finance,' and that means many different things. It's about helping the business in whatever way is needed." - Zach Rial"I consider myself an unusual finance person because I approach finance from an operations perspective—always asking, ‘What does this mean for the business?'” - Zach Rial "Finance is finance. Whether it's a software company or consumer goods, if you understand what drives the business, you can adapt and succeed." - Zach RialWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup below: https://bit.ly/4decOf3Follow Zach:LinkedIn - https://www.linkedin.com/in/zacharyrial/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyEnroll for Financial Planning & Analysis Certificate Program:Level up your career and build skills for financial planning and analysis. Sign up for the 8 week online financial planning & analysis certificate program by Wharton Online and learn the art of...
Welcome to FP&A Tomorrow, where we discuss financial planning and analysis, examining its current state and future prospects, with your host Paul Barnhurst.In this episode of FP&A Tomorrow, host Paul Barnhurst dives into the world of growth equity investing with Ryan Sanders, a seasoned investor from Mercato Partners. The conversation explores the critical role of FP&A (Financial Planning and Analysis) in supporting growth-stage companies, the nuances of growth equity investing, and how entrepreneurs can best position themselves for success. Ryan shares insights from his extensive experience, offering valuable lessons on what it takes to scale companies in today's competitive market.Ryan Sanders is a growth investor at Mercato Partners, a growth equity firm based in Salt Lake City, Utah. With a background in finance and an MBA in entrepreneurship from the University of Texas, Ryan has a deep understanding of what it takes to support and scale innovative companies. His career spans various roles in investment, and he is known for his strategic approach to partnering with entrepreneurs. Ryan also recently completed the Kauffman Fellows program, which has further enriched his expertise in venture capital and growth investing.Expect to Learn:The key attributes and skills that FP&A professionals need to excel in supporting growth-stage companies.The importance of customer-centric growth and why organic growth strategies often outperform inorganic ones.Insights into the investment process at Mercato Partners and how they identify and support promising companies.The role of AI in transforming FP&A functions and the broader finance industry.Practical advice for entrepreneurs on when and how to raise capital effectively.Quotes:Here are a few relevant quotes from the episode “For the CEO and for the board and for the investors, the FP&A is most often a partner, demonstrated through accuracy and speed. But perhaps as important are curiosity, comparison, and completeness.” - Ryan Sanders“The number one skill, in my opinion, for someone in FP&A has to be effective communication. We're all in sales.” - Ryan Sanders“We're in the age of AI, and I think AI eats the lunch of vertical functions. If finance believes their only value is debits and credits, I believe that will be obviated over time.” - Ryan Sanders“For me, I wanted three things from the Kauffman Fellows program: to be an active learner, to expand my network, and to learn how to become a better support for a CEO.” - Ryan Sanders“One of the most interesting exercises is to think about the business through a series or a set of stop lights. Red light, yellow light, green light—that accumulation of answers should drive the decision on the type of financing.” - Ryan SandersIn this insightful episode, Ryan Sanders shared invaluable lessons on growth equity investing and the critical role of FP&A in supporting successful business scaling. From the importance of curiosity, comparison, and completeness in FP&A to the strategic decision-making processes that drive value in growth-stage companies, Ryan's expertise offers a roadmap for professionals and entrepreneurs alike. Whether you're an FP&A professional, an entrepreneur, or an investor, Ryan's experiences and advice provide actionable takeaways that can help you navigate the complexities of business growth.World-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design...
Welcome to FP&A Tomorrow, where we discuss financial planning and analysis, examining its current state and future prospects, with your host Paul Barnhurst.In this episode of FP&A Tomorrow, host Paul Barnhurst delves into the dynamic world of financial planning and analysis (FP&A). He is joined by Josh Aharonoff, an experienced finance professional who has navigated the complexities of FP&A, accounting, and entrepreneurship. The conversation offers insights into the current state of FP&A and its evolving future, with practical advice for both aspiring and seasoned finance professionals.Josh Aharonoff is a seasoned finance expert with a background in accounting and a wealth of experience in both big four accounting and startups. After obtaining his CPA and working in global banking services, Josh ventured into entrepreneurship, co-founding a startup and later establishing his own firm, Mighty Digits, specializing in outsourced finance and accounting services. Josh is also a prominent figure on LinkedIn, with nearly 400,000 followers, and runs a popular daily newsletter and YouTube channel.Here is a summary of the key points from the discussion:Understanding what makes financial planning and analysis effective and impactful.Josh's professional journey from big four accounting to entrepreneurship and becoming a fractional CFO.Insights into the chaotic yet rewarding environment of early-stage companies.Essential technical and soft skills needed to excel in financial planning and analysis.How to leverage social media for professional growth and its impact on career opportunities.Quotes:Here are a few relevant quotes from the episode "Great FP&A is quick access to data that does not conflict with one another and easy inputs to see different scenarios, different outcomes." - Josh Aharonoff"If you're working for someone and you're thinking of going off on your own, it's a good idea to try to pick up some clients while you're still working." - Josh Aharonoff"In FP&A, it's crucial to understand how to put together a forecast that not only tells the future but also showcases the past and allows you to easily tell the story of where the company has been." - Josh Aharonoff"People think that you create a financial model once. Okay, now you're done with it. In reality, every single month you should be updating your assumptions. You should be analyzing what exactly took place." - Josh AharonoffWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup below:https://bit.ly/4decOf3Follow Josh:LinkedIn - https://www.linkedin.com/in/joshaharonoff/Website - https://www.mightydigits.com/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyEnroll for Financial Planning & Analysis Certificate Program:Level up your career and build skills for financial...
Welcome to FP&A Tomorrow, where we discuss financial planning and analysis, examining its current state and future prospects, with your host Paul Barnhurst.In this episode of FP&A Tomorrow, host Paul Barnhurst explores the evolving landscape of Financial Planning and Analysis (FP&A) with expert insights from Ron Monteiro. The discussion centers on the crucial role of FP&A in shaping business strategies, driving financial performance, and fostering cross-functional collaboration within organizations.Ron Monteiro is a seasoned FP&A professional with extensive experience in the consumer goods industry. Having worked with major brands like Kraft Foods, Campbell Soup, and Kruger Products, Ron brings a wealth of knowledge in financial analysis, business partnership, and strategic decision-making. He now runs his own training business, helping finance teams worldwide enhance their skills and impact.Here is a summary of the key points from the discussion:The essential attributes of great FP&A and how it contributes to business success.Practical strategies for FP&A professionals to integrate themselves into business operations.The importance of building trust and cross-functional relationships in FP&A roles.Key operational metrics in the consumer goods industry and how to use them effectively.Tips for transitioning from accounting to FP&A and developing strong presentation skills.Follow Ron:LinkedIn - https://www.linkedin.com/in/ronmonteiro18/Website - https://www.kictinc.com/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for signup below:The FP&A Guy (thefpandaguy.com)Wharton FP&A Certificate ProgramFP&A Tomorrow Listeners are eligible to receive $300 off tuition for the FP&A Certificate Program from Wharton Online and Wall Street Prep.Learn More (use discount code THEFPAGUY300)The FP&A Certificate Program is a self-paced rigorous online program for professionals pursuing careers in corporate finance.PROGRAM AT A GLANCEFormat: Self-Paced & Live Office Hours (8 hours/week) Certificate: Issued by Wharton Online and Wall Street PrepClosing Ceremony in NYC (Attend Live or Virtually)Enrollment is currently open for the September 2024 cohort. Please note that the program is limited and filled on a first-come, first-served basis.In today's episode:[01:36] - Paul Barnhurst introduces the podcast and welcomes Ron Monteiro to the show.[02:17] -Ron shares some light-hearted and embarrassing stories about Paul.[03:43] - Discussion on what makes FP&A great and its role in business involvement.[04:35] -Ron talks about the importance of...
Welcome to FP&A Tomorrow, where we discuss financial planning and analysis, examining its current state and future prospects, with your host Paul Barnhurst.In today's episode, Paul Barnhurst is joined by Ken Lane, to discuss what makes great FP&A, the challenges and opportunities in mid-market companies, and the impact of technology and AI on finance.Ken, a seasoned financial controller and FP&A professioal from Ontario, provides valuable guidance about the importance of collaboration, the role of AI and technology, and why he feels mid-market companies allow you to make a bigger difference in the work you are doing. Here is a summary of the key points from the discussion:Great FP&A is about collaboration across all entities within a business. Understanding and addressing the bottlenecks in each area is crucial for driving meaningful business change.Discussion on the necessity for mid-market companies to upgrade their legacy systems to leverage the full value of future FP&A. He highlights the challenges and the importance of investing in technology to streamline data and improve decision-making.The episode delves into the ongoing supply chain issues post-COVID. Ken explains how these challenges necessitate holding more inventory, which impacts cash flow and requires careful management of cash conversion cycles.The discussion highlights how Gen Z's expectations for efficient and advanced systems are pushing companies to invest in better technology. This shift is essential for retaining top talent and staying competitive in the market.Ken stresses the importance of understanding the broader picture of the business and continuously learning. Whether it's through different industries or new technologies, staying adaptable and informed is key to succeeding in FP&A.Quotes:Here are a few relevant quotes from the episode "A lot of mid-market companies still have a lot of legacy systems or multiple legacy systems within a business, and they're going to need to upgrade and change those to get the full value of the future of FP&A.”“When I'm in mid-market companies, I feel like that when you're helping out or you're driving decision-making, you see that impact on the bottom line. When I was with large companies I would see a strategy that would come down from the corporate office, but didn't understand how what I did fed into that strategy.”Follow Ken:LinkedIn - https://www.linkedin.com/in/kennethlane/Website - https://smoothaccounting.ca/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25% . What are you waiting for signup below: The FP&A Guy (thefpandaguy.com)In today's...
Welcome to FP&A Tomorrow, where we discuss financial planning and analysis, examining its current state and future prospects, with your host Paul Barnhurst.In today's episode, Paul engages with Andrew Jepson, to discuss the world of Financial Planning and Analysis.Andrew, founder of the FBPteam, has over 20 years of experience in financial planning and analysis, starting his career as an auditor and evolving into a sought-after business partner and trainer. As a passionate advocate for professional development, Andrew has authored a book on business partnering, facilitated numerous training programs worldwide, and is dedicated to elevating the capabilities of finance professionals.Here is a concise summary of the key points from the discussion:The great FP&A professionals go beyond just reporting numbers—they anticipate future trends and needs. This proactive approach is crucial for providing real value to the organization.Transitioning from a focus on being right to being effective is vital. Andrew shares his personal journey of learning to communicate better and build stronger relationships within the business.Business partnering involves working cohesively with other departments to solve real business problems and achieve strategic goals. Andrew outlines a framework for becoming an effective business partner, emphasizing understanding the business, effective communication, and building strong relationships.Time management, perception of finance, and systems and processes are common barriers to effective business partnering. Andrew provides practical advice on how to navigate and overcome these challenges.Mental Health and Work-Life Balance and the importance of seeking professional help. This episode highlights the need for self-awareness and taking care of one's mental health to maintain a successful career in finance.Quotes:Here are a few relevant quotes from the episode "You do have time. What you've got to decide is what you choose to do at that time.”-Andrew Jepson"It's not what you say, it's how you say it. Your energy, all that sort of stuff."-Andrew Jepson"I think FP&A has a spectrum from average to really good. I think the average FP&A person is generally just pumping out numbers to their organization."-Andrew JepsonIn this episode, Andrew shares his journey from auditor to business partner and offers valuable insights into the evolving landscape of FP&A. Remember to prioritize your mental health and continuously seek ways to improve your processes and time management.Link to courses: FP&A Business Partnering (thinkific.com)Modern Microsoft Excel (thinkific.com)Follow Andrew:LinkedIn - https://www.linkedin.com/in/financebusinesspartnering/Website - https://www.thefbpteam.com/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyIn today's episode:[01:01] - Introduction[01:43] - Guest Introduction[02:35] - Defining Great FP&A[03:34] -...
Welcome to FP&A Tomorrow, where we discuss financial planning and analysis, examining its current state and future prospects, with your host Paul Barnhurst. In today's episode, Paul engages with Bonnie Tomei, in the discussion on what makes great FP&A, the future of AI in finance, and key strategies for aspiring CFOs.Bonnie, the CFO of Salience Labs and Chief Strategy Officer for K2X, has a wealth of experience in finance, strategic planning, and M&A activities, including being the former CFO of Spectra7, where she was voted Woman CFO of the Year for smaller public companies by FBI Silicon Valley.Here is a concise summary of the key points from the discussion:FP&A professionals should act as strategic partners to executives, helping them achieve financial roadmaps and objectives. Understanding both internal and external factors is crucial for effective financial planning and analysis.AI and software are transforming FP&A roles, pushing analysts to mature faster and providing deeper insights. Despite the rise of AI, the need for human intelligence to interpret data and make strategic decisions remains critical.FP&A is a strong pathway to becoming a CFO, but professionals need to understand the technical accounting side and have business acumen. Building strong relationships with the executive team and demonstrating strategic thinking are essential for aspiring CFOs.FP&A teams play a vital role in M&A activities, particularly in modeling and due diligence. Professionals should volunteer for tasks and demonstrate business intelligence to stay relevant during acquisitions.Technical skills like Excel are fundamental, but equally important are soft skills such as emotional intelligence (EQ) and effective communication.Understanding and defining key performance indicators (KPIs) is crucial for measuring success and aligning with strategic goals.Quotes:Here are a few relevant quotes from the episode "Every time they come up with something new I've always fallen back to the good old days of that quick shortcut the ctrl+C, ctrl+V anyway.”-Bonnie Tomei“Getting involved and understanding how you can help in looking at all of that and being a trusted advisor from a financial standpoint would help tremendously.”-Bonnie TomeiIn this episode, Bonnie Tomei provides a comprehensive look at the evolving landscape of FP&A, emphasizing the importance of strategic partnership, the impact of AI, and the essential skills needed to excel in the field. Bonnie's insights offer valuable guidance on navigating the complexities of financial planning and analysis. Stay curious, be proactive, and focus on building strong professional relationships to thrive in your FP&A career.Link to courses: FP&A Business Partnering (thinkific.com) Modern Microsoft Excel (thinkific.com)Follow Bonnie:LinkedIn - https://www.linkedin.com/in/bonnie-tomei-a288b91/Website - https://saliencelabs.ai/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyFor CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions. For AFP FPAC certification answer the questions and contact Paul Barnhurst for further details.In today's episode:[01:01] - Introduction[01:43] - Guest Introduction[03:35] - Defining Great FP&A[05:21] - Future Changes in FP&A[07:00] - Career Progression to CFO[11:07] - Advice for FP&A During M&A Activities[13:19] - Transition to CFO[16:27] - FP&A as a Pathway to CFO[27:35] - Skills for Aspiring CFOs[30:55] - Being More Strategic in...
Welcome to FP&A Tomorrow, where we discuss financial planning and analysis, examining its current state and future prospects, with your host Paul Barnhurst. In today's episode, Paul engages in an insightful roundtable discussion with Michael Dion on how FP&A goes beyond numbers and reports, focusing on collaboration and leveraging cutting-edge technology like generative AI to drive business success.Michael, a seasoned finance professional and senior manager at a Fortune 100 company, is passionate about storytelling and presentations, transforming traditional financial reviews into engaging, story-based approaches. As a finance leader with extensive experience in media and entertainment, his innovative use of generative AI and dedication to continuous learning set him apart as a visionary in the FP&A field.Key takeaways from this week's episode include:Here is a concise summary of the key points from the discussion:Great FP&A emphasizes collaboration across departments, enabling informed decision-making rather than merely generating reports and numbers. This approach fosters a more integrated and strategic business environment.Future FP&A professionals need to be technically proficient with tools like Python and generative AI. These technologies are crucial for handling and processing large data sets efficiently, enhancing overall effectiveness.Implementing automation and AI can streamline FP&A processes, increasing efficiency and productivity. This allows FP&A professionals to focus on more strategic tasks, driving greater impact within their organizations.Moving from traditional, number-heavy presentations to story-based approaches that incorporate insights from various departments can make financial reviews more engaging and actionable, leading to better business outcomes.Strong relationships with business partners are essential for FP&A professionals. These relationships enable them to provide valuable support and drive strategic decisions, ultimately benefiting the entire organization.Continuous learning and adapting to new technologies are critical for FP&A professionals to stay relevant. Embracing technological advancements ensures they can meet the evolving demands of the industry.Proactively providing useful insights and well-prepared reports can make life easier for business partners and managers. This approach fosters better collaboration, enhances strategic decision-making, and supports career growth for FP&A professionals.Quotes:Here are a few relevant quotes from the episode "We need to almost be pseudo IT professionals just like how you had to learn and transition into Excel 20 years ago”-Michael Dion“AI is going to make us in some ways more technical, not less.”-Michael Dion“I'm all about efficiency, and I've been using the generative AI to teach myself Python by learning its functionality by reviewing libraries of code.”-Michael Dion“My goal going in was to just engage people and make them, dare I say, excited about finance.” -Michael DionThis discussion with Michael Dion focuses on the evolving role of financial planning and analysis (FP&A) in modern organizations. Key topics include the importance of collaboration, the integration of advanced technologies, and practical strategies for FP&A professionals to enhance their effectiveness and impact.Exciting...
Welcome to FP&A Tomorrow, where we discuss financial planning and analysis, examining its current state and future prospects, with your host Paul Barnhurst. In today's episode, Paul engages in an insightful roundtable discussion with Julio Martinez on how mid-market companies can harness the power of technology, data, and business partnering to drive performance and accountability.Julio, a visionary in the finance world, currently serving as the CEO of Abacum. His passion for innovation and technology makes him a leading voice in transforming the finance sector. With over two decades of experience in finance, investment banking, and fintech, Julio brings unparalleled insights into the evolving landscape of FP&A.Key takeaways from this week's episode include:Here is a concise summary of the key points from the discussion:Effective FP&A requires breaking down traditional silos in finance, fostering collaboration, empathy, and rapport to influence and persuade stakeholders across the organization.Mid-market companies face unique challenges with data volume and complexity. They require tailored solutions that provide sophisticated capabilities without the long implementation times of enterprise-level software.Clean, well-organized data is essential. Many FP&A teams still spend excessive time on data cleaning and assembly, limiting their ability to focus on strategic business partnering.The CFO's role is evolving towards a Chief Performance Officer, integrating strategy, operations, and performance management to drive accountability and execution throughout the organization.There is a growing trend for FP&A to take on revenue operations and data analytics roles, ensuring objective performance analysis and avoiding biases from other departments.Despite advancements in technology, mastery of spreadsheets remains a critical technical skill for FP&A professionals, along with knowledge of SQL and potentially Python for data modeling.Taking a sabbatical can be a powerful, life-changing experience, providing valuable personal and professional growth that can significantly impact one's career trajectory.Quotes:Here are a few relevant quotes from the episode "FP&A will become the command center of the company's operational rhythm.”- Julio Martinez“The mid-market is a very unique, complex, sophisticated, and underserved category.”- Julio Martinez“I think professionals still need to master Excel and Google Sheets and that spreadsheet realm.”- Julio MartinezThis conversation with Julio Martinez offers an in-depth look into the current and future state of FP&A, emphasizing the importance of business partnering and the transformative power of technology. As the FP&A field continues to evolve, professionals can take inspiration from Julio's journey and the innovative approaches discussed in this episode to excel in their roles.Exciting AnnouncementI am excited to share my two new digital FP&A Courses with you FP&A Business Partnering, and Modern Excel. They just launched and I am excited to offer a 20% discount to my listeners using code PODCAST.Link to courses: FP&A Business Partnering...
Welcome to FP&A Tomorrow, where we discuss financial planning and analysis, examining its current state and future prospects, with your host Paul Barnhurst. In today's episode, Paul engages in an insightful roundtable discussion with Nathan Kaemingk & Karan Sood on LinkedIn. In the episode, we discuss the nuances of strategic pricing and its immense impact on business profitability.Karan, a seasoned pricing professional, shares his extensive experience across various industries, emphasizing the importance of cross-functional alignment and value-based pricing.Nathan, with a unique background in mechanical engineering and forecasting, highlights the critical role of understanding costs and leveraging pricing strategies to combat inflation and optimize profits.Key takeaways from this week's episode include:Here is a concise summary of the key points from the discussion:Effective pricing requires collaboration between finance, FP&A, and pricing teams. Transparent communication and alignment on goals are essential to ensure cohesive strategies that drive profitability.Value-based pricing is the gold standard, especially in service industries. By quantifying and communicating the value provided to customers, businesses can justify higher prices and enhance profitability.Inflation significantly affects pricing strategies. Companies must adjust prices to keep up with rising costs and maintain profit margins, making strategic pricing more critical than ever.Relying solely on cost-plus pricing can lead to missed opportunities. Understanding customer value and competitive positioning allows for more strategic price setting, rather than simply adding a margin to costs.Constructively using promotions and discounts can drive volume without eroding profit margins. Measuring and optimizing these strategies ensures they contribute positively to overall profitability.Rebates can be effective for maintaining uniform pricing across different channels and incentivizing performance. However, companies must measure and adjust rebate programs regularly to ensure they are beneficial.Accurate forecasting and aligning sales with operational capacity are crucial. Effective sales inventory and operations planning [SIOP] can significantly increase net profit margins by optimizing resource utilization and pricing strategies.Quotes:Here are a few relevant quotes from the episode "The art of pricing goes beyond just number crunching, it goes into cross-functional alignment on what the goals are."“The 1% increase in price leads to an 11% increase in profit margins coming out of McKinsey years ago. It still holds true.”“It's amazing how easy it is to increase profits by being good at pricing.”“Pricing is going to become one of the most important things that we get good at over the next half-decade.”Exciting AnnouncementI am excited to share my two new digital FP&A Courses with you FP&A Business Partnering, and Modern Excel. They launched yesterday and I am excited to offer a 20% discount to my listeners. Use code PODCAST.Link to courses: FP&A Business Partnering (thinkific.com)Modern Microsoft Excel (thinkific.com)Follow...
Welcome to FP&A Tomorrow, where we discuss financial planning and analysis, examining its current state and future prospects, with your host Paul Barnhurst. In today's episode, Paul engages in an insightful interaction with Philip Watson, for a discussion on what it takes to excel in financial planning and analysis (FP&A).Philip, the CFO of Paddle, brings a wealth of knowledge, having led FP&A at ZoomInfo through its rapid growth and IPO. He is known for his commitment to developing talent, Philip's leadership has shaped the careers of many finance professionals. Currently leading Paddle's financial strategy, Philip is transforming how fintech companies handle complex financial operations.Key takeaways from this week's episode include:Here is a concise summary of the key points from the discussion:Great FP&A extends beyond finance skills, encompassing the ability to communicate with stakeholders, understand the business, and manage relationships. It's about being operationally involved, translating complex financial stories, and driving business insights.While finance skills are fundamental, the future of FP&A will require advanced technical abilities. Soft skills, like communication and stakeholder management, remain crucial, but familiarity with data science and coding will become increasingly important.Emphasizing the importance of small, incremental improvements, aiming for 1% better every day. This approach, combined with rigorous measurement and process optimization, helps drive long-term business success and operational excellence.Sales compensation is a significant driver of behavior and revenue. Aligning incentives with business goals is essential to ensure that sales efforts contribute positively to the company's financial health and strategic objectives.Implementing a detailed, three-statement forecast on a rolling 18-month basis provides valuable insights into future business performance. This process requires the right tools, experienced personnel, and a robust infrastructure to ensure accuracy and reliability.FP&A serves as an excellent training ground for becoming a CFO. Exposure to various business aspects, forecasting, and financial strategy prepares professionals for leadership roles, making FP&A a vital stepping stone in a finance career.The title sponsor for this week's episode of FP&A Tomorrow is Plan Buddies. Plan Buddies, where professionals meet excellence. Ready to elevate your career? Visit plan-buddies.com and become a member today. Here's a special treat. Use the promo code TheFPandAGuy, that is TheFPandAGuy for an exclusive 25% discount on your first-year membership.Quotes:Here are a few relevant quotes from the episode "Some of the nice stuff, some of the machine learning stuff will probably take care of some of the grunt kind of modeling grunt, grinding through Excel that we have now, and it will automate some of that. It won't replace. I don't think it will replace people. It will change their job."“I think FP&A is probably the best launchpad for being a CFO. You get exposure to all the business leaders. You get exposure to all other aspects. It forces you to think ahead and not behind.”“Your job is to go translate numbers, to go communicate to the business, and be out with the business, in the meetings, in the room. It's important to be in the room.”“Sales comp is a massive driver. I mean, compensation is a massive driver of behavior.”Follow Philip:LinkedIn -
Welcome to FP&A Tomorrow, where we discuss financial planning and analysis, examining its current state and future prospects, with your host Paul Barnhurst. In today's episode, Paul engages in an insightful interaction with Tyler Cypher, for a discussion on how generative AI is reshaping FP&A, the importance of business partnering, and optimizing cloud spend.Tyler, the founder and CEO of OpsCipher, shares his journey from Disney finance intern to leading FP&A at top cybersecurity firms. He is an expert in leveraging generative AI for strategic decision-making. Also a passionate advocate for effective business partnering and optimizing cloud spending.Key takeaways from this week's episode include:Here is a concise summary of the key points from the discussion:Generative AI simplifies data processing, enabling FP&A teams to focus more on strategic analysis and decision-making, ultimately enhancing their value to the organization.Success in FP&A hinges on understanding business challenges, effective communication, and building trust with stakeholders. Being curious and proactive is key to growth.Effective cloud spend management requires visibility, collaboration across teams, and financial stewardship from the early stages of product development to avoid unnecessary costs.Financial operations play a critical role in managing cloud costs. Establishing a dedicated FinOps team or center of excellence can provide significant benefits.How skills from varied roles like investment banking and consulting can enhance FP&A effectiveness. Exposure to various business aspects through FP&A provides a strong foundation for leadership roles.The discussion highlights the necessity of mastering copywriting to communicate effectively and set clear expectations with stakeholders. For FP&A professionals this skill helps in selling ideas and managing business relationships successfully.The title sponsor for this week's episode of FP&A Tomorrow is Plan Buddies. Plan Buddies, where professionals meet excellence. Ready to elevate your career? Visit plan-buddies.com and become a member today. Here's a special treat. Use the promo code the FP&A Guy, that is TheFPandAGuy for an exclusive 25% discount on your first-year membership.Quotes:Here are a few relevant quotes from the episode "The people who are the most successful have a genuine curiosity about the business. It's very hard to go into those teams and try to be that analytical value-add extension if you can't understand their challenges."“If you think about software business, generally, the two biggest expenses are people and then the cost of running the software.”“FinOps as an organizational structure. So from the first part, I think, it's inherent in the word financial operations. It's a financial stewardship-driven culture in the first place.”Follow Tyler:LinkedIn - https://www.linkedin.com/in/tylercyphersWebsite - http://opscipher.comFollow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyFor CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions. For AFP FPAC certification answer the questions and contact Paul Barnhurst for further details.In today's episode:(1:20) - Introduction(01:50) - Guest Introduction(02:26) - Defining Great FP&A(05:01) - Impact of Generative AI on FP&A(06:59) - Future of FP&A with AI(13:25) - Becoming a Strategic Business Partner(17:40) - Cash Flow for Coders...
Welcome to FP&A Tomorrow, where we discuss financial planning and analysis, examining its current state and future prospects, with your host Paul Barnhurst. The title sponsor for this week's episode of FP&A Tomorrow is the Third Generation FP&A Tools Showcase. Join the Showcase and see the latest technology in FP&A planning software. Register for free today: https://www.accelevents.com/e/fpatoolsshowcaseIn today's episode, Paul engages in a thought-provoking conversation with the awesome Jim Cook and Winnie Aoieong, for a fascinating discussion on the importance of decision-making systems, the value of trust in business partnerships, and the role of generative AI in modern FP&A.Jim Cook, former CFO of Mozilla with a rich history at Netflix and Intuit, shares his valuable insights on effective decision-making systems and the power of community building.Winnie Aoieong, VP of Business Finance at PowerSchool, discusses her experience in scaling financial operations and the critical balance of technical skills and business communication.Key takeaways from this week's episode include: :Here is a concise summary of the key points from the discussion:Great FP&A goes beyond data analysis to create effective decision-making systems, allowing businesses to make strategic decisions based on comprehensive insights.Building strong, trust-based relationships with business partners is essential for effective collaboration and achieving organizational goals.Discussion on harnessing the power of community and crowdsourcing can significantly enhance problem-solving and innovation within an organization.How to balance technical skills with effective communication is crucial for translating complex financial data into actionable business strategies.Adaptability to embrace a mindset of continuous improvement and learning from failures. Progress over perfection drives long-term success.Utilization of generative AI for tasks like meeting summaries and action item tracking can enhance efficiency and focus on high-value activities.Leadership development within the team and creating a safe environment for challenging assumptions encourages innovation and growth.Quotes:Here are a few relevant quotes from the episode about the importance of decision-making systems, building trust in business partnerships, and the role of generative AI in enhancing FP&A efficiency:"Great FP&A is the balance of technical skills and translating that into actionable plans to communicate with the business.""Ultimately what they're trying to do is partner with their department business unit and create excellent decision-making systems because that's what our data is eventually doing.""A relationship builds on trust. So trust comes from your capacity, your capabilities, but also your way of wanting to build that alliance with whoever you work with.""Mozilla taught me about how powerful communities are. Communities always win." "Perfection is a prison. It's about always progressing and improving because there is always room to get better." Follow...
In today's episode, Paul engages in an insightful interaction with Julian Castelli, for a discussion about the transformative role of FP&A and evolution from basic finance to a strategic role influencing business decisions and investor relations, highlighting his leadership experiences and the importance of core values.Julian is currently serving as a board director and board chair. With experience as a board director and operating partner many times over, Julian assists SaaS and Marketplace technology companies in areas like strategy, team development, growth execution, fundraising, executive coaching, and board governance. He began his career in investment banking at Goldman Sachs and later worked as a consultant at McKinsey & Company. Key takeaways from this week's episode include: :Here is a concise summary of the key points from the discussion:The competitive dynamics and funding needs of marketplace and SaaS (Software as a Service) businesses. SaaS businesses can be more capital efficient and have multiple successful players compared to winner-take-most marketplaces.The transformative power of adhering to and actively promoting company values, even in crisis, which can galvanize a team and reinforce commitment to the organization's mission and customer service.Growth-stage companies need sophisticated FP&A to meet investor expectations and aid decision-making. FP&A should influence a company's financial and strategic decisions, not just report on them.Promoting company values strengthens internal culture and aligns team actions with the organization's mission. Companies must evolve from managing daily finances to integrating broad strategic financial planning.How skills from varied roles like investment banking and consulting can enhance FP&A effectiveness. Exposure to various business aspects through FP&A provides a strong foundation for leadership roles.The discussion highlights the necessity of presenting financials in a way that aligns with investor expectations, which is often different from traditional accounting reports. The title sponsor for this week's episode of FP&A Tomorrow is the Plan Buddies. Join Plan Buddies. Plan Buddies, where professionals meet excellence. This isn't just any community. It is a community run by and for planning professionals. At Plan Buddies we're all about fostering connections, sharing knowledge, and providing mentorship among FP&A experts. Ready to elevate your career? Visit plan-buddies.com and become a member today. Here's a special treat. Use the promo code the FP&A Guy, that is TheFPandAGuy for an exclusive 25% discount on your first-year membership.Quotes:Here are a few relevant quotes from the episode about FP&A's transition from basic finance to a strategic role, the critical importance of financial planning and analysis, and the influence of leadership and core values in navigating business challenges."So without FP&A, you can't see what's ahead of you.""But if you present a P&L like that [Natural Account Line] to an investor, you might end the meeting right there.""Unfortunately, I'm kind of shocked that the ERPs out there make it so difficult to actually produce financial reporting the way the investors want.""FP&A is not just a luxury; it's essential as you scale and begin dealing with institutional...
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