Podcasts about FP

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Best podcasts about FP

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Latest podcast episodes about FP

For The Love of Paul McGrath: An Aston Villa Podcast

We're partnered with Football Prizes https://footballprizes.co.uk/product/villa-mega-3/ Current competition where you can win: Villa Fans – Don't Miss This!FP's Ultimate Villa Competition is Live!

FP&A Tomorrow
The Top Skills FP&A Hiring Managers Want from Finance Analysts to Get Hired Fast with William Spengler

FP&A Tomorrow

Play Episode Listen Later Aug 28, 2025 51:10


In this episode of FP&A Tomorrow, host Paul Barnhurst is joined by William Spengler, founder of Frederick Fox, a recruiting firm specializing in placing top-tier finance and accounting talent. They discuss what employers are looking for in FP&A professionals and the growing demand for technical skills such as Power BI, Tableau, and SQL. William shares insights into the current job market, what makes candidates stand out, and why effective communication and a curious mindset are essential for success in finance. The episode is packed with practical advice for job seekers and finance professionals looking to advance in their careers.William is the founder and principal of Frederick Fox, a recruiting firm that specializes in placing finance and accounting talent. Since its launch in 2019, Frederick Fox has grown rapidly, serving over 700 clients with a team of 55+ experienced recruiters. The firm has achieved this growth without outside funding, focusing on speed, accountability, and results. Frederick Fox has redefined the recruiting process, prioritizing lean systems and performance-based partnerships to help companies make confident hires. Outside of work, William is a guitar-playing father of three, a math nerd turned entrepreneur, and an enthusiast of spicy food and hot yoga.Expect to Learn:Why accounting and finance roles are becoming more crucial to businesses todayHow to stand out as an FP&A candidate in a competitive job marketThe importance of mastering technical tools like Power BI, Tableau, and SQLWhy humble curiosity is key to becoming a better business partnerHow recruiters assess FP&A candidates and what skills they prioritizeHere are a few quotes from the episode:“Accountants are becoming like the new software engineers. They're in high demand and increasingly critical to business operations.” - William Spengler“The biggest mistake candidates make is not reaching out directly to hiring managers with relevant examples. Networking is key.” - William Spengler“If you're not networking continuously, you're not future-proofing your career.” - William SpenglerWilliam Spengler shared valuable insights into the FP&A job market, highlighting the demand for technical skills, the importance of effective communication, and the value of humble curiosity. His practical advice on networking, understanding business needs, and positioning yourself for success will help both job seekers and finance professionals advance in their careers. World-class Digital FP&A Course Bundle: Sign up 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? Sign up today: https://bit.ly/4decOf3Follow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow William:LinkedIn - www.linkedin.com/in/william-spengler-2193433aWebsite: https://frederickfox.com/Facebook:

FP&A Today
Building a high functioning partnership between BI & FP&A

FP&A Today

Play Episode Listen Later Aug 25, 2025 43:07


Wasabi Technologies (a Boston-based cloud storage company with over $530M in funding, a decade of hypergrowth, 450+ team members, and multiple exabytes of storage deployed) sets high standards for its finance and analytics teams.  Both teams are under pressure to deliver fast, accurate, and actionable insights. Marcos Bento, Director Business Intelligence at Wasabi Technologies and David Suter, Director, Financial Planning And Analysis at Wasabi Technologies join us for a special two-parter. They delve deep into how their teams work together, across functions to turn raw data into real-time financial intelligence. In this episode:  Building and gaining trust between BI and FP&A  Getting from “10% out” to within a couple percentage points for forecasting  KPIs such as dollars per terabyte  BI and FP&A as investigative reporters  Predictive analytics: forecast in the 6 or 12 months working with sales  The manifesto for AI at Wasabi 

CFO Thought Leader
1121: Agility Through Scenario-Driven Finance | Ademir Sarcevic, CFO, Standex International

CFO Thought Leader

Play Episode Listen Later Aug 24, 2025 46:38


During what he calls a “terrible soccer game” his son was playing, Ademir Sarcevic picked up a recruiter's call that would change his career. The game was lopsided, but the timing was fortunate. Within months, Sarcevic was interviewing with Standex International's leadership team. By 2019, he was CFO of the diversified manufacturer, helping guide a portfolio that spans precision electronics to specialty machinery.Sarcevic's readiness for that moment was shaped years earlier in Sarajevo. He came to the United States during the Bosnian war in the mid-1990s, an experience that taught him to “be ready for anything.” His first job after graduate school was at General Instrument Corporation, where a finance rotational program exposed him to audit, FP&A, and accounting. Later, at a pre-IPO company, he helped take the firm public—only to see the dot-com crash unfold immediately after. It was a lesson in resilience and the unpredictability of markets, Sarcevic tells us.International assignments added new perspectives. In Paris, he served as controller for a billion-dollar Tyco business, and in Switzerland he became CFO for a Pentair global unit. Along the way, he experienced more mergers, acquisitions, and divestitures than he can count, reinforcing the value of flexibility and objectivity.At Standex, Sarcevic applies these lessons through a disciplined M&A approach. Every acquisition, he tells us, must meet three tests: “strategic fit, financial sense, and culture.” That rigor has paid off—recent acquisitions, he notes, “have been phenomenal…performing better than we even thought.”

For The Love of Paul McGrath: An Aston Villa Podcast

We're partnered with Football Prizes https://footballprizes.co.uk/product/villa-mega-3/ Current competition where you can win: Villa Fans – Don't Miss This!FP's Ultimate Villa Competition is Live!

For The Love of Paul McGrath: An Aston Villa Podcast

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FP&A Tomorrow
Why Traditional FP&A Fails and How to Lead with Revenue-Driven Planning with Darrell Cox

FP&A Tomorrow

Play Episode Listen Later Aug 21, 2025 53:52


In this episode of FP&A Tomorrow, host Paul Barnhurst explores the transformation of finance into a strategic driver of business performance with seasoned CFO Darrell Cox. They unpack the modern challenges of FP&A, emphasizing how teams can move beyond traditional reporting to become proactive, data-savvy partners across the organization. Darrell shares real-world insights on forecasting, revenue intelligence, sales collaboration, and building a tech-enabled finance function that delivers tangible value.Darrell Cox is the Chief Financial Officer at Una Software, bringing over 25 years of executive leadership across high-growth companies. His background includes CFO roles at Vena Solutions and FreshBooks, as well as leadership positions at Virgin Mobile, Rogers Communications, and ATI Technologies. Known for scaling finance teams and overseeing more than $1 billion in exits and transactions, Darrell focuses on blending financial insight with operational data to elevate finance's role as a strategic partner.Expect to Learn:Why FP&A must evolve into strategic finance to remain relevantHow to continuously improve forecasting through agile, data-rich practicesThe critical role of CRM and daily data in revenue intelligenceHow finance and sales can work together as partners, not opponentsCareer advice for FP&A professionals aiming to become CFOsHere are a few quotes from the episode:“If you're not networking continuously, you're not future-proofing your career.” - Darrell Cox“Come bearing gifts, not with a rubber stamp and a hatchet. That's how you partner with sales.” - Darrell Cox“It's no good having a beautiful bathroom if there's no water going to it. You need the plumbing.” - Darrell CoxDarrell Cox brings sharp insights and practical wisdom to this episode of FP&A Tomorrow, shedding light on how finance can step up as a true business partner. Whether you're building forecasts, aligning with sales, or plotting a path to CFO, Darrell's experience and advice offer a roadmap to smarter, more strategic finance.Easy Strategic FP&A: Introducing BEZ (BE EASY), with Agentic AI capabilities to maximize FP&A's strategic impact. Automate complex FP&A processes and have a conversation with your data. Modern FP&A can Be Easy. Learn more at: https://bit.ly/3H0DqppFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Darrell:LinkedIn - https://www.linkedin.com/in/darrell-cox-547a461/?originalSubdomain=caWebsite - https://unasoftware.com/Follow Paul: Website - https://www.thefpandaguy.com/LinkedIn - https://www.linkedin.com/in/thefpandaguyEarn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits

Ukraine: The Latest
US air force ‘could police Ukraine's skies' as 10 European nations 'ready' to send peacekeeping forces & the numbers that show Russia is years from victory

Ukraine: The Latest

Play Episode Listen Later Aug 20, 2025 55:10


Day 1,274.Today, as President Donald Trump says the US may provide air support to back a Ukraine peace deal, we assess reports that as many as 10 European countries are considering putting boots on the ground if Russia agrees to end its war. Then we take a step back and try to make sense of the historic past few days. What, if anything, has changed? Then we hear a dispatch Adelie recorded in Ukraine at the funeral of journalist Victoria Roshchyna.Contributors:Francis Dearnley (Executive Editor for Audio). @FrancisDearnley on X.Dominic Nicholls (Associate Editor of Defence). @DomNicholls on X.Adélie Pojzman-Pontay (Journalist and Producer). @adeliepjz on X.Content Referenced:US air force could police Ukraine's skies to ensure peace (The Telegraph):https://www.telegraph.co.uk/world-news/2025/08/19/us-air-force-police-ukraine-skies-peace-deal-russia-trump/ Ten European countries ‘ready' to send forces to Ukraine (The Telegraph):https://www.telegraph.co.uk/world-news/2025/08/20/ukraine-russia-war-latest-news-trump-peace/ ‘Nearly two million more casualties': The numbers that show Russia is years from victory (Roland Oliphant in The Telegraph):https://www.telegraph.co.uk/politics/2025/08/19/russia-is-years-from-victory-trump-putin/ Dance Of The Flamingos: Ukraine's FP-5 Heavy Cruise Missile (Covert Shores):http://www.hisutton.com/Ukrainian-FP-15-Flamingo-Cruise-Missile.htmlTrump Revokes Security Clearances of 37 Former and Current Officials (New York Times):https://www.nytimes.com/2025/08/19/us/politics/trump-security-clearances.html ‘The Steel Porcupine' – Russia's campaign of extermination by Benjamin I. Goldhagen:https://www.thesteelporcupine.com/ SIGN UP TO THE NEW ‘UKRAINE: THE LATEST' WEEKLY NEWSLETTER:https://secure.telegraph.co.uk/customer/secure/newsletter/ukraine/ Each week, Dom Nicholls and Francis Dearnley answer your questions, provide recommended reading, and give exclusive analysis and behind-the-scenes insights – plus maps of the frontlines and diagrams of weapons to complement our daily reporting. It's free for everyone, including non-subscribers.Subscribe: telegraph.co.uk/ukrainethelatestEmail: ukrainepod@telegraph.co.uk Hosted on Acast. See acast.com/privacy for more information.

For The Love of Paul McGrath: An Aston Villa Podcast

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For The Love of Paul McGrath: An Aston Villa Podcast
THE DEBRIEF - THE CURIOUS CASE OF INS & OUTS

For The Love of Paul McGrath: An Aston Villa Podcast

Play Episode Listen Later Aug 19, 2025 49:18


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Life on Mars
Riverdale Chapters 46 & 47: Forget it Jughead, it's Riverdale

Life on Mars

Play Episode Listen Later Aug 19, 2025 63:15


We make lemonade out of some lemons this week. We discuss the show brushing over huge details, why Betty is the more accurate Marlow, FP as sheriff, Toni getting erased in her own story, Hal continuing to show up even though he has no business being here, and why Archie feels so disconnected from the rest of the show.Our amazing cover art is by vedrinic and you can follow them at https://vedrinic.tumblr.comEpisode 30 content warning: drugs, murder, child abuse, prison, cults, physical and mental abuse, homophobia, pedophiliaTheme song: "Beauty Flow" Kevin MacLeod (incompetech.com)Licensed under Creative Commons: By Attribution 4.0 Licensehttp://creativecommons.org/licenses/by/4.0/Follow us on bluesky @dead-ends.bsky.socialSend your podcast or show questions to our inbox at deadendspcast@gmail.com.Find all of Emily's links here: https://linktr.ee/emilypyleFind all of Brenton's here: https://linktr.ee/brentonpyle

For The Love of Paul McGrath: An Aston Villa Podcast

We're partnered with Football Prizes https://footballprizes.co.uk/product/villa-mega-3/ Current competition where you can win: Villa Fans – Don't Miss This!FP's Ultimate Villa Competition is Live!

Who Would Watch This?
Who Would Watch 'I Still Know What You Did Last Summer'?

Who Would Watch This?

Play Episode Listen Later Aug 18, 2025 57:00


The sequel to 'I know what you did last summer'...' I still know what you did last summer' is the film we are doing this week. Honestly, just trying to get to the character limit by listing both movies. 'I still know what you did last summer' follows JLH and FPⱼᵣ  still on the run from the same killer, but this time, on holiday in the Bahamas! Oscar and Carl watch this cheeky sequel, to figure out who would watch this. Find us through:Email: askwwwtpodcast@gmail.com YouTube: https://www.youtube.com/@whowouldwatchthis Instagram: https://www.instagram.com/whowouldwatchthis/ TikTok: @podcastwhowouldwatchthis More links: https://linktr.ee/whowouldwatchthis

For The Love of Paul McGrath: An Aston Villa Podcast

Were partnered by Football Prized https://footballprizes.co.uk/product/villa-mega-3/ Current competition where you can win: Villa Fans – Don't Miss This!FP's Ultimate Villa Competition is Live!

For The Love of Paul McGrath: An Aston Villa Podcast
TEAM SHEET TANTRUM: ASTON VILLA vs NEWCASTLE

For The Love of Paul McGrath: An Aston Villa Podcast

Play Episode Listen Later Aug 16, 2025 48:05


We're partnered with Football Prizes https://footballprizes.co.uk/product/villa-mega-3/ Current competition where you can win: Villa Fans – Don't Miss This!FP's Ultimate Villa Competition is Live!

For The Love of Paul McGrath: An Aston Villa Podcast
FINAL WHISTLE: ASTON VILLA 0 - 0 NEWCASTLE

For The Love of Paul McGrath: An Aston Villa Podcast

Play Episode Listen Later Aug 16, 2025 42:42


We're partnered with Football Prizes https://footballprizes.co.uk/product/villa-mega-3/ Current competition where you can win: Villa Fans – Don't Miss This!FP's Ultimate Villa Competition is Live!

The 2 Half-Squads: Advanced Squad Leader Podcast
Episode 370: You'll be OVERUN by James and Wethington

The 2 Half-Squads: Advanced Squad Leader Podcast

Play Episode Listen Later Aug 15, 2025


 We polish off the last of the interviews from March Madness in Kansas City with Jerry James and Phillip Wethington.  They discuss their gaming history, habits and favorite opponents among much more!SHOW LINKSCardboard CommanderSHOW TIMES0:01 Song An Overun3:00 Opening Conversation9:30 Jerry James Interview25:50 Phil Wethington Interview41:13 Total Running TimeLYRICS to "An Overrun"A couple of SERIOUS ASL guys!Lyrics by Dennis Donovan, Performed by Megan Kleinschmidt and The 2 Half Squad SingersI saw him at the open and my heart stood still
I'll do one one-one, an over run?
I needed some CVPs and it fit the bill
I'll do one-one-one, an over runYeah, he's on a hill
, Yeah, an easy kill
Went into hex G1
one-one-one, an over runKnew not what I was doing, but I had to try
I'll do one-one-one, an over run
The con-cept seemed easy, but my-oh-my .
I'll do one-one-one, an over runYeah, I had to try ...
Yeah, it's do-or-die
... Yeah, I love this rule.
To do one-one-one, an over runI declared one-one, an over run
I'll do one-one-one, an over runI attacked with 7 FP and I rolled a 5I did one-one-one, an over run
Rolls like that are gonna get his guys
I did one-one-one, an over runYeah, it went just fine
....Yeah, ‘till I hit that mine
.....If ya get immobilized
It's half FP on, an over runYeah-yeah-yeah-yeahAn over run run       I did one-one-one, an over run.

For The Love of Paul McGrath: An Aston Villa Podcast

Were partnered by Football Prized https://footballprizes.co.uk/product/villa-mega-3/ Current competition where you can win: Villa Fans – Don't Miss This!FP's Ultimate Villa Competition is Live!

For The Love of Paul McGrath: An Aston Villa Podcast
OPENING DAY PREVIEW: ASTON VILLA vs NEWCASTLE

For The Love of Paul McGrath: An Aston Villa Podcast

Play Episode Listen Later Aug 14, 2025 45:47


Football Prizes https://footballprizes.co.uk/product/villa-mega-3/ Villa Fans – Don't Miss This!FP's Ultimate Villa Competition is Live!

FP&A Tomorrow
Top Budgeting Tips for FP&A Professionals to Build a Strategic & Smooth Planning Process - Glenn Snyder

FP&A Tomorrow

Play Episode Listen Later Aug 14, 2025 61:35


In this episode of FP&A Tomorrow, host Paul Barnhurst and co-host Glenn Snyder explore what really makes a budgeting process succeed, or fall apart. Drawing from decades of experience in finance and corporate strategy, Paul and Glenn share lessons learned from real budgeting cycles, including where things went wrong and how they were fixed. They cover everything from headcount planning mistakes and unrealistic timelines to aligning business partners and creating buy-in at the executive level. Whether you're in the middle of budget season or preparing for one, this conversation is packed with practical advice you can take straight to your team.Glenn Snyder is a strategic finance leader with deep experience across public, private equity, private equity-owned, and family-owned companies. He currently serves as Head of FP&A at Riveron and brings expertise in financial analysis, corporate strategy, modeling, and budgeting. Glenn has worked across several industries including SaaS (healthcare and telecom), eCommerce, data centers, and FinTech. He is also a Fractional CFO, mentor, and educator, with a long-standing connection to UCLA where he supports students and emerging finance professionalsExpect to Learn:Why automation should be baked into FP&A from day oneWhat accountability-based forecasting looks like in practiceHow to shift FP&A from a cost center to an operational partnerPractical methods for protecting your most valuable asset: timeWhy “humble curiosity” is essential to understanding the businessHere are a few quotes from the episode:"Fully burdened compensation isn't just salary plus bonus, there's a lot more under the hood." - Glenn Snyder"Budgeting is a chance to learn the business, not just fill in a template." - Glenn Snyder"Finance exists to help the business make better, faster decisions." - Paul BarnhurstGlenn Snyder emphasized that budgeting is most effective when it's collaborative, strategic, and grounded in real business understanding. He reminded us that finance's role is to support decision-making, not just manage numbers. With clear communication and thoughtful planning, budgeting can become a tool for alignment and impact.Easy Strategic FP&A: Introducing BEZ (BE EASY), with Agentic AI capabilities to maximize FP&A's strategic impact. Automate complex FP&A processes and have a conversation with your data. Modern FP&A can Be Easy. Learn more at: https://bit.ly/3H0DqppFollow 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/Website - onemomentintimenovel.comFollow Paul: Website - https://www.thefpandaguy.com/LinkedIn - https://www.linkedin.com/in/thefpandaguyEarn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few...

FP&A Today
A "Systems Thinking" Mindset for FP&A Success - Daniel Gardner

FP&A Today

Play Episode Listen Later Aug 14, 2025 51:51


Daniel Gardner is operational finance business partner at FirstGroup Plc, a leading UK-based provider of public transport. Daniel brings a unique perspective shaped by a diverse finance career across iconic consumer brands like L'Oreal, the Body Shop and Hunter Boots, where he led major forecasting overhauls and drove commercial transformation. Now at First Group, he is leading the development of a cloud-based forecasting system for a billion pound division, working with more than 50 stakeholders to deliver scalable real-time insights.  In this episode he talks about the power of “systems thinking” in the CFO's Office as a way of understanding how different parts of an organization (or any complex system) interconnect and influence each other.”If there's an area, I'd say that FP&A could do with its systems thinking. Structure makes behavior and behavior makes structure. So it travels in a loop, which means that to make changes in an organization, you either have to hire people who do not exhibit the behaviors naturally or you've got to change the structure and alter the incentives that are producing the problems.” In this episode: Bringing my philosophy-training to finance  Six week finance transformation at Hunter Boots  Getting from lagging to leading indicators  99% of People Problems Are Really System Problems Python+ Excel (practical examples) 

CFO Thought Leader
Special Episode: In the Room Where it Happens (Part 1)

CFO Thought Leader

Play Episode Listen Later Aug 13, 2025 28:11


In Part One of In the Room Where It Happens, we hear from four CFOs reflecting on formative moments when they found themselves face-to-face with legendary industry leaders. Gabi Gantus of Mytra recounts a pivotal meeting at Tesla with Elon Musk, while CFO Jason Child (Arm) shares an FP&A breakthrough alongside Jeff Bezos during Amazon's early growth years. CFO Brian Gladden of Zelis reflects on leadership lessons from both Jack Welch and Michael Dell, and CFO (emeritus) Bill Korn of MBTC recalls joining Lou Gerstner's high-stakes turnaround at IBM. Each story reveals how proximity to visionary leadership shapes careers and sharpens strategic thinking — long before the CFO title comes into view.

FinPod
What's New at CFI: Crafting the Narrative & Storytelling with Data

FinPod

Play Episode Listen Later Aug 12, 2025 17:15


Ever feel like your crucial financial analysis gets lost in translation? You're not alone. In this episode of FinPod's "What's New at CFI", we sit down with Paul Barnhurst, famously known as The FP&A Guy, to discuss his new CFI course: "Crafting the Narrative: Storytelling with Data."Paul reveals why simply presenting numbers is no longer enough to get buy-in and advance your career. He shares why the ability to transform data into a compelling story is the most valuable skill a finance professional can have today.Key takeaways from our discussion include:The Power of a Narrative: Discover the difference between a simple report and a persuasive story that includes key insights and a clear call to action.The "What, So What, Now What" Framework: Learn a powerful, time-tested framework for building a message that moves decision-makers to action.Structuring Your Presentations: Find out why planning your narrative is more important than building your slides, and how this one shift can make your presentations far more impactful.Case Studies in Action: Get a sneak peek into the course's practical scenarios, including how to tell the story behind a missed earnings target or an acquisition proposal.Presentation Pet Peeves: We both vent about our biggest presentation pet peeves and share tips for how you can avoid them.If you've ever struggled to get your message across in a meeting or a deck, this episode and the new CFI course are for you. Learn how to level up your executive communication and craft narratives that get results.

CFO Thought Leader
The Prove-It Mentality: Rethinking ROI in the Age of AI - A Planning Aces Episode

CFO Thought Leader

Play Episode Listen Later Aug 7, 2025 44:37


In Episode 47 of Planning Aces, Jack Sweeney and resident thought leader Brett Knowles explore the evolving role of FP&A through the lens of three forward-looking CFOs. Dan Zhang (ClickUp), John Rettig (Bill), and Josh Schauer (insightsoftware) share how they're driving enterprise agility, leveraging AI to eliminate inefficiencies, and rethinking capital allocation. From Zhang's battle against “SaaS overload” to Rettig's “prove-it mentality” and Schauer's daily forecasting, each CFO reveals a distinct approach to enabling smarter, faster decision-making. Their insights offer a compelling look at how modern FP&A leaders are transforming strategy execution in real time.

FP&A Tomorrow
FP&A Framework for Finance Leaders to Drive $15B Growth with AI & Forecasting Tools - Brian McGrath

FP&A Tomorrow

Play Episode Listen Later Aug 7, 2025 59:21


In this episode of FP&A Tomorrow, host Paul Barnhurst welcomes Brian McGrath, Co-Founder and COO of FutureView Systems, to explore how FP&A teams can scale smarter, automate faster, and operate as strategic business partners. With over 20 years of experience leading finance transformations in high-growth companies, Brian dives into why finance must be more than a cost center, it should be a driver of operational success and storytelling. From automation frameworks to AI and the power of curiosity, Brian shares lessons that can help FP&A professionals become essential, not just operational.Brian McGrath is the Co-Founder and COO of FutureView Systems, a firm dedicated to delivering scalable, technology-enabled FP&A solutions for growing companies. A graduate of the University of Florida and UNC Chapel Hill, Brian has helped organizations streamline processes, eliminate manual workflows, and build finance functions that influence real-time decisions. His hands-on experience, systems thinking, and deep commitment to automation and business alignment make his insights invaluable for any finance professional ready to modernize their approach.Expect to Learn:Why automation should be baked into FP&A from day oneWhat accountability-based forecasting looks like in practiceHow to shift FP&A from a cost center to an operational partnerPractical methods for protecting your most valuable asset: timeWhy “humble curiosity” is essential to understanding the businessHere are a few quotes from the episode:“The best way to elevate your career? Focus more on your customer's success than your own.” - Brian McGrath“FP&A should be embedded in operations, helping deploy capital in ways that truly move the business.” - Brian McGrath“Accountability-based forecasting means budget owners own their numbers, finance is there to support, not control.” - Brian McGrathBrian McGrath delivered a compelling vision for the future of FP&A, one where automation, process thinking, and operational alignment are non-negotiable. He emphasized that great FP&A professionals are not just technically skilled, but also curious, empathetic, and strategically embedded within the business. From designing scalable systems to navigating AI and storytelling, Brian's insights offer actionable guidance for finance leaders looking to evolve from number crunchers to decision enablers.Easy Strategic FP&A: Introducing BEZ (BE EASY), with Agentic AI capabilities to maximize FP&A's strategic impact. Automate complex FP&A processes and have a conversation with your data. Modern FP&A can Be Easy. Learn more at: https://bit.ly/3H0DqppFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Brian:LinkedIn - https://www.linkedin.com/in/financial-planning-and-analysis/.Website - https://www.futureviewsystems.com/Follow Paul: Website - https://www.thefpandaguy.com/LinkedIn -

State of Demand Gen
RevOps as the Architect of Modern GTM (with Mark Turner of Demandbase)

State of Demand Gen

Play Episode Listen Later Aug 6, 2025 42:11


This week on GTM Live, Carolyn and Trevor sit down with Mark Turner, VP of Revenue Operations at Demandbase, to break down how RevOps leaders can build aligned systems, drive better GTM execution, and measure what actually matters.Mark shares how his early background in FP&A shaped his leadership approach, bringing a data-first, analytical mindset to RevOps that balances strategic planning with operational precision. He also unpacks what it really takes to build a unified data layer across the GTM org, and why consistent definitions and connected systems are key to moving fast and measuring effectively.Key topics in this episode:How FP&A experience gives RevOps leaders a strategic edgeHow to build a unified data layer across GTMWhy sourced attribution models fall shortWhat sales velocity tells you that pipeline doesn'tWhere AI and automation are most impactful in RevOps todayHow to enable expansion and cross-sell without clunky handoffsThis episode is powered by Passetto, a GTM advisory and software company helping B2B teams build Revenue Sciences™, a measurable system that uncovers bottlenecks and data gaps, transforming go-to-market into a closed-loop engine for confident, scalable growth.

Podcasts von Tichys Einblick
Wenn es so weiter geht, wird es "ein böses Erwachen geben", so Ex-Kanzler Sebastian Kurz

Podcasts von Tichys Einblick

Play Episode Listen Later Aug 6, 2025 9:53


Vom Kanzler zum Unternehmer: Sebastian Kurz musste sich nach seinem Rücktritt im Jahr 2021(?) eine neue Karriere aufbauen. Dem voran gingen Jahre der Skandale. Die Koalition seiner ÖVP mit der FPÖ zerbrach an der Ibiza-Affäre; nach Neuwahlen koalierte er mit den Grünen und musste bald sein Amt niederlegen. Heute hält er Anteile an Dream Security einem Cybersecurity-Startup mit einer Bewertung von mehr als einer Milliarden Euro. Tichys Einblick wollte wissen: Wäre Kurz heute noch Kanzler, wenn er nicht mit den Grünen koaliert hätte? Warum gründet Kurz nicht in Europa sondern in Israel? Und weshalb schafft die Politik es bis heute nicht die Krisen Europas – Migration, Wirtschaftsschwäche – zu lösen?

CFO 4.0
238. CFO Stories | Cashflow, Credibility & Creative CFOs: Scaling Startups with Andrew Brummer

CFO 4.0

Play Episode Listen Later Aug 5, 2025 43:20 Transcription Available


Send us your thoughtsIn this episode of CFO 4.0, Hannah Munro chats with Andrew Brummer, CFO at Distributed, about the realities of finance leadership in early-stage and high-growth businesses. From managing cashflow crises to building future-ready finance teams, Andrew shares lessons from his unconventional journey and startup experience.Topics covered include:Andrew's unique path from event management to CFOBuilding lean, scalable finance functions for startupsManaging cashflow challenges with creativity and clarityThe strategic role of FP&A in early-stage businessesNavigating investor relationships across VC and PEAdvice for new CFOs on due diligence, early wins, and adding value fastLinks mentioned:Andrew's LinkedinLearn more about Distributed  Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

SBS Arabic24 - أس بي أس عربي ۲٤
نشرة أخبار المساء 4/8/2025

SBS Arabic24 - أس بي أس عربي ۲٤

Play Episode Listen Later Aug 4, 2025 11:09


رئيس الوزراء يتصل بنتنياهو بعد عزم أستراليا تقديم مساعدات لغزة وحماس تعلن استعدادها لتنسيق إيصال مساعدات للرهائن الإسرائيليين بشرط وقف القصف. الجيش الأسترالي يسجل أول زيادة في عدد أفراده منذ أربع سنوات وتعيين كريسي باريت كأول امرأة تتولى منصب مفوضة الشرطة الفيدرالية الأسترالية A-F-P. إطلاق حملة سياحية جديدة بقيمة 130 مليون دولار للترويج لأستراليا عالمياً. في سوريا، أربعة قتلى على الأقل إثر تجدد العنف في السويداء بجنوب سوريا ترامب يرسل مبعوثه الأسبوع القادم إلى روسيا ويؤكد نشر غواصتين نوويتين. جدل حاد في لبنان حول سحب حزب الله لسلاحه قبيل انعقاد مجلس النواب غدًا.

Lo piensan todos. Lo decimos nosotros.
Fuerza del Pueblo Decide su Futuro este 3 de Agosto | HENRY MERÁN

Lo piensan todos. Lo decimos nosotros.

Play Episode Listen Later Aug 1, 2025 33:01


El próximo domingo 3 de agosto, la Fuerza del Pueblo celebrará su Congreso Nacional Electoral “Dr. Manolo Tavárez Justo”, un evento crucial que definirá el rumbo inmediato del partido liderado por Leonel Fernández. Más de 75 mil dirigentes han sido convocados a votar, en lo que muchos consideran un momento clave para renovar liderazgos, afianzar estructuras internas y proyectarse hacia los próximos desafíos electorales. En este episodio analizamos qué está en juego, qué decisiones se tomarán y cómo este proceso interno puede impactar el panorama político dominicano.

Nuus
Namport skenk ruim aan bejaardes in die Suide

Nuus

Play Episode Listen Later Aug 1, 2025 0:39


Namport het sy Winter Warmth-inisiatief in Lüderitz van stapel gestuur. Komberse sal aan bejaardes in Aus, Bethanie, Walvisbaai en Lüderitz voorsien word. Die poging, ondersteun deur vennote soos Walvisbaai Sout, Reload Logistics en FP du Toit Transport, het ten doel om kwesbare groepe hierdie winter by te staan. Kosmos 94.1 Nuus het met Cliff Shikuambi, Namport se woordvoerder gesels.

FP&A Tomorrow
How FP&A Pros Build High-Performing Teams through Trust and Problem Solving with Jesse Mishler

FP&A Tomorrow

Play Episode Listen Later Jul 31, 2025 48:30


In this episode of FP&A Tomorrow, host Paul Barnhurst welcomes Jesse Mishler to explore what it takes to build a thriving FP&A function grounded in purpose, people development, and strategic problem-solving. From military discipline to corporate finance leadership, Jesse offers a rare blend of operational rigor and emotional intelligence. His reflections on transforming real estate spaces, empowering teams, and navigating financial complexity will resonate with finance professionals and leaders alike. This episode dives into the evolving role of finance in shaping organizational culture, driving performance, and making workspaces more human-centered and impactful.Jesse Mishler serves as Senior Vice President of FP&A at Carr Properties, where he oversees corporate forecasting, executive reporting, and strategic financial planning. A U.S. Marine Corps veteran with over two decades of experience, Jesse brings a mission-driven mindset to FP&A leadership. He is known for building high-performing, people-first finance teams, championing cross-functional collaboration, and implementing innovative planning tools like JEDOX to drive operational efficiency. With a master's in real estate from Georgetown University and a passion for continuous learning, Jesse's leadership reflects both financial precision and personal authenticity.Expect to Learn:How military principles like integrity and resilience translate to corporate leadership.What makes FP&A a strategic hub, not just a back-office function.Why developing people is one of the most fulfilling aspects of leadership.Key operational metrics in commercial real estate and how they guide decision-making.The power of curiosity in becoming a better business partner.Here are a few quotes from the episode:"FP&A should be the hub of the company, connecting insights, strategy, and communication across the business." - Jesse Mishler"The most rewarding part of my job is seeing others grow and surpass even their own expectations."- Jesse Mishler"Sometimes the most impactful help you can offer takes less than five minutes, it starts with listening." - Jesse MishlerJesse shared powerful insights into how leadership, resilience, and curiosity can shape a successful FP&A career. He highlighted the importance of problem-solving over perfection, the value of building trust through authentic actions, and the transformational impact of investing in people. From leveraging real estate finance to fostering team growth, Jesse's advice offers practical, inspiring takeaways for finance professionals aiming to elevate their strategic influence and lead with integrity and empathy.Corporate Finance Institute: You know the numbers. Now it's time to own the story.The new FP&A Professional (FPAP) Certification from CFI is built for finance professionals who want to lead with insight-not just report the data.Learn more at: https://corporatefinancialinstitute.pxf.io/c/6003589/3067930/23723Follow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Jesse:LinkedIn - https://www.linkedin.com/in/jessemishler/Company -

FP&A Today
“I am done pretending" - my honest take on finance and FP&A” – Sarah Schlott

FP&A Today

Play Episode Listen Later Jul 31, 2025 55:33


Sarah Schlott, Senior Director of Finance at Tray, a leading point of sale system in entertainment,  joins Glenn Hopper to tear down the sacred rituals of corporate finance. Rising from billing temp to strategic finance leader, Schlott who has been in corporate finance for 18 years, delivers brutal honesty about what's broken in FP&A and how to fix it. She challenges everything from annual budgets to variance analysis (“forensic accounting in disguise”) while advocating for a bottoms-up, operator-first approach that actually works. In this episode: The power of aggressive curiosity in finance  My most accurate forecast was also the one that failed  My views on variance analysis  Running a $100M forecast in Excel  Why we shouldn't treat the annual budget as a “golden idol” Moving away from a “spreadsheet guilt trip” every month  From Singer-Songwriter to Finance Leader Connect with Sarah Schlott: https://www.linkedin.com/in/sarahschlott/

CFO Thought Leader
1117: Building a Unicorn with a Finance Blueprint | Konstantin Dzhengozov, CFO, Payhawk

CFO Thought Leader

Play Episode Listen Later Jul 30, 2025 42:07


When Konstantin Dzhengozov turned down a corporate development role in the U.S., he wasn't walking away from opportunity—he was running toward a different kind of growth. Having helped lead the FP&A function at a fast-scaling Bulgarian tech firm through its acquisition by a U.S. public company, Dzhengozov knew what came next if he stayed the course. But “the unknown… just felt right,” he tells us. So he stayed close to Bulgaria's booming startup scene—and co-founded Payhawk.In the early days of Payhawk, Dzhengozov was a one-man finance team, juggling everything from chart of accounts and payroll to fundraising and compliance. “You kind of become a bottleneck at some point,” he tells us. “The sooner you realize that, the better.” His approach: build ahead of need. His first finance hire brought Big Four audit expertise. Next came senior hires in FP&A and tax as the company expanded across Europe and the U.S.Rather than compete as another card issuer, Payhawk positioned itself as a software company from the start, charging a subscription to solve real pain points Dzhengozov had faced firsthand: poor data visibility, lack of control, and disjointed processes. The company's dual-revenue model and international-first mindset helped it raise $240 million and become Bulgaria's first unicorn, he tells us.Today, Dzhengozov envisions AI helping CFOs compress decision cycles and model complex scenarios instantly. Still, he remains grounded in principle: “Finance should be enabling the business to grow,” not just reporting on it.

Weltzeit - Deutschlandfunk Kultur
Schwarz-Blau - Regieren mit der FPÖ in Vorarlberg

Weltzeit - Deutschlandfunk Kultur

Play Episode Listen Later Jul 30, 2025 23:21


Was auf Bundesebene in Österreich in letzter Minute verhindert wurde, ist auf Landesebene in fünf von neun österreichischen Bundesländern Realität. So auch in Vorarlberg: eine Regierung mit Beteiligung der rechten FPÖ. Wie regiert dieses Bündnis? Michael Frantzen, Silke Hhane, Margarete Wohlan www.deutschlandfunkkultur.de, Weltzeit

The Treasury Career Corner
How to Build Treasury from the Ground Up in a High-Growth Global Company

The Treasury Career Corner

Play Episode Listen Later Jul 29, 2025 40:17


What does it take to build a treasury function from scratch at a fast-moving global company? Nolan Soltvedt, Treasurer at Lime has done just that - multiple times. In this episode, he shares the inside story of building resilient treasury systems in complex, high-growth environments, from legacy firms to tech disruptors.Nolan Soltvedt is the Treasurer at Lime, the world's largest shared electric vehicle company. With experience across Ecolab, Capella University, and Api Group, Nolan has led treasury transformations at both established multinationals and fast-scaling startups. He brings a rare blend of global banking expertise, leadership through change, and a passion for making numbers tell a story.Main topics discussed:Nolan's entry into finance and early lessons from his internship at Ecolab Building international finance and treasury experience early in his careerWhy building global relationships is critical in treasuryShifting between corporate finance and FP&A - and how it shaped his leadershipRejoining Ecolab and managing treasury post major acquisitionsLessons from leading treasury through a company IPO and rapid M&A at APiHow to rebuild and scale a treasury team after high turnoverCreating a treasury M&A integration playbookTransitioning to Lime: Setting up treasury in a tech-driven, high-growth environmentWhy prioritizing the right treasury capabilities matters more than doing everythingHow Nolan applies storytelling and creativity from music into financial communicationThe evolving future of treasury: AI, interest rates, and scalable systemsYou can connect with Nolan Soltvedt on LinkedIn. ---

FinPod
What's New at CFI | FP&A Tool Selection with Paul Barnhurst

FinPod

Play Episode Listen Later Jul 29, 2025 8:53


Welcome back to What's New at CFI on FinPod! In this exciting episode, we're joined by Paul Barnhurst, The FP&A Guy, as he introduces CFI's brand-new course: FP&A Tool Selection.Are you an FP&A professional struggling with chaotic Excel models, disconnected reports, or overwhelmed by the sheer number of available planning tools? This course is your ultimate guide! Paul walks us through why choosing the right tool is more strategic than ever and how to navigate the exploding FP&A software market.In this episode, Paul reveals:Key signs it's time to upgrade from Excel: When do broken models, collaboration issues, and countless budget versions signal a need for a dedicated FP&A tool?Navigating the 150+ FP&A tools: Frameworks to narrow down your options based on desired functionality (spreadsheet-native vs. complete replacement), company size (small to enterprise), industry focus, and platform capabilities.The critical groundwork for tool selection: Why building robust requirements, writing a solid problem statement, and managing a rigorous RFP process are essential to avoid the "wow factor" and ensure a good fit.Paul's personal must-have productivity tools (beyond Excel!): Discover his favorite non-FP&A tools like ClickUp, ChatGPT, and Claude, and how he leverages them for productivity, research, and even devil's advocacy in decision-making.This course is a must-have for anyone evaluating new FP&A software or seeking a smarter process for optimizing their finance tech stack. Learn from the expert and make informed decisions to empower your finance career!

Die Dunkelkammer – Der Investigativ-Podcast
#210 Die Grazer FPÖ-Finanzaffäre: "Das wahre Gesicht der FPÖ gesehen" - mit Alexis Pascuttini

Die Dunkelkammer – Der Investigativ-Podcast

Play Episode Listen Later Jul 25, 2025 99:15


Von Michael Nikbakhsh. Die 210. Ausgabe führt einerseits nach Graz und andererseits nach Klagenfurt. Im Zentrum stehen die staatsanwaltschaftlichen Ermittlungen gegen eine Gruppe aktiver und ehemaliger steirischer FPÖ-Politiker und -Funktionäre. Stichwort: Grazer FPÖ-Finanzaffäre, die längst auch eine Justizaffäre ist. Der Fall lag zunächst ein halbes Jahr bei der StA Graz, die nicht allzu viel weiterbrachte. Dieser wanderte dann zur StA Klagenfurt, die ihrerseits an die drei Jahre brauchte, um das Verfahren auch wirklich in Gang zu setzen. Im Studio begrüße ich dazu den Klubobmann des (Korruptions-) Freien Gemeinderatsklubs in Graz, Alexis Pascuttini, zuvor Grazer FPÖ-Kommunalpolitiker. Die Tageszeitung "Der Standard" nannte Pascuttini Anfang 2024 den "einst blauen Aufdecker, den die FPÖ nicht los wird". Tatsächlich hat er maßgeblichen Anteil daran, dass der Fall überhaupt ins Rollen kam. // Die Dunkelkammer ist ein Stück Pressefreiheit.  Unabhängigen Journalismus kannst Du mit einer Mitgliedschaft via Steady unterstützen https://steady.page/de/die-dunkelkammer/about Vielen Dank! Michael Nikbakhsh im Namen des Dunkelkammer-Teams 

FP&A Tomorrow
CEO Mindset for Finance Pros to Scale Firms, Avoid Failure & Replace Technical Focus - Chris Ortega

FP&A Tomorrow

Play Episode Listen Later Jul 24, 2025 46:59


In this episode of FP&A Today, host Paul Barnhurst, aka The FP&A Guy, welcomes Christopher Ortega for a candid conversation about the evolution of finance and building a business from the ground up. From basketball analogies to real-world advice, this episode blends personal experience with professional insight. Chris opens up about what it takes to grow a consulting business, how to handle setbacks, and why financial professionals need to think beyond spreadsheets and become true business partners.Christopher Ortega is the CEO and founder of Fresh FP&A, a financial strategy firm that supports small and mid-sized businesses with fractional CFO services. With more than 20 years in accounting, FP&A, and finance leadership, Chris has built a career around driving growth, navigating acquisitions, and helping organizations build financial clarity. He's worked with global companies, led finance teams through complex M&A deals, and now channels that experience into helping others succeedExpect to Learn:Why FP&A needs to evolve from reporting to a real business partnershipHow Chris shifted his mindset from CFO to CEOThe importance of focusing on the right industries instead of trying to serve everyoneWhy failing early became one of his greatest learning toolsWhat to do before you land your first paid clientHere are a few quotes from the episode:"You either win or you learn. You only lose if you don't learn." - Christopher Ortega"To scale, I had to stop thinking like a CFO and start thinking like a CEO." - Christopher Ortega"Sales and marketing taught me more about business than any finance book." - Christopher OrtegaChristopher shared valuable insights on evolving from a technical finance role to a strategic business partner, the mindset shift required to grow from CFO to CEO, and the power of narrowing your focus in business. His advice on embracing failure, building with purpose, and putting impact before income offers meaningful takeaways for anyone looking to lead with confidence in the finance world.Corporate Finance Institute: You know the numbers. Now it's time to own the story.The new FP&A Professional (FPAP) Certification from CFI is built for finance professionals who want to lead with insight, not just report the data.Learn more at: https://corporatefinancialinstitute.pxf.io/c/6003589/3067930/23723Follow 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/freshcfo/Website - https://freshfpa.com/our-team/john-kobs-ceo/Follow Paul: Website - https://www.theFP&Aguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyEarn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few...

FP&A Today
From Who Wants to Be a Millionaire? to Energy Transformation: Connagh Hopkins

FP&A Today

Play Episode Listen Later Jul 22, 2025 49:17


Connagh Hopkins is Head of Business Planning and Reporting at Western Power, one of Australia's largest electricity network operators. Connagh shares her fascinating and unconventional journey from working on the global licensing for  “Who Wants to Be a Millionaire? to navigating Australia's energy transformation. In this episode:  Who Wants To be a Millionaire success (powered by Lotus123) The Consolidated 10 year plan at Western Power  Scenario planning and Inflation challenges in utilities  How we are stacked: 65 person finance team at Western Power The power and challenge of AI in finance Connect with Connagh Hopkins: https://www.linkedin.com/in/connagh-hopkins-a9b3871/ Connagh Hopkins is Head of Business Planning and Reporting at Western Power, where she oversees the FP&A function for one of Australia's largest electricity network operators. With more than two decades of experience across utilities, property development, not-for-profit, retail, fuel, and media sectors in both the UK and Australia, she's known for her focus on commercial strategy, cross-functional collaboration, and building high-performance finance teams.

First-Plymouth Church's Podcast
1972 at First-Plymouth Comes Around Again - July 20, 2025 - Pastor Jim Keck - Sermon

First-Plymouth Church's Podcast

Play Episode Listen Later Jul 20, 2025 17:12


In 1972, Rev. Dr. Otis Young preached his first sermon at FP. He was to be our pastor for the next 34 years. And what he had to say then, is still critical today. Dr. Jim Keck will replay that basic message.

FP&A Tomorrow
The Budgeting Process Fix for FP&A Leaders to End Chaos and Improve Team Impact with Adam Rakich

FP&A Tomorrow

Play Episode Listen Later Jul 17, 2025 57:08


In this episode of FP&A Tomorrow, host Paul Barnhurst welcomes Adam Rakich, founder and Consulting Director at North Texas, to discuss why the budgeting process is universally loathed and how to fix it. Drawing from decades of experience implementing planning and consolidation systems, Adam shares strategies to transform budgeting from a burdensome task into a strategic advantage. With humor, insight, and plenty of real-world experience, Adam breaks down common pitfalls and offers practical, actionable advice for finance professionals at every level.Adam Rakich has spent over a decade streamlining finance processes across industries, working with top software platforms like Adaptive Insights, Workday, and OneStream. As the author of The Business User's Guide to Data Integration, he is known for making complex finance concepts accessible, especially to non-technical professionals. At North Texas, Adam helps organizations build better, more collaborative FP&A functions without the pain.Expect to Learn:Why most budgeting processes are broken and how to shift the mindset to fix them.The importance of soft skills in elevating finance's strategic impact.How to avoid the "Jurassic Park" trap of doing more just because you can.The value of driver-based planning and why simplicity often beats complexity.The "James Bond Philosophy" of budgeting: when to seduce and when to take a firmer stance.Here are a few quotes from the episode:"The James Bond approach to budgeting: seduce when you can, shoot when you have to metaphorically, of course." - Adam Rakich"Pick your battles. If you ask for everything, people will tune out and give you nothing." - Adam Rakich"Budgeting works best when it's not adversarial. Finance shouldn't be the department of ‘no'." - Adam RakichAdam shared valuable insights into why budgeting processes often fall short and how a shift in mindset can make all the difference. He emphasized the power of simplicity, the role of soft skills in finance, and the importance of involving stakeholders in meaningful ways. His practical advice on driver-based planning, managing expectations, and building strong business relationships offers key takeaways for finance professionals looking to lead more effective and collaborative FP&A functions.Corporate Finance Institute: You know the numbers. Now it's time to own the story.The new FP&A Professional (FPAP) Certification from CFI is built for finance professionals who want to lead with insight-not just report the data.Learn more at: https://corporatefinancialinstitute.pxf.io/c/6003589/3067930/23723Follow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Adam:LinkedIn - https://www.linkedin.com/company/northexis/Website - https://northexis.com/Follow Paul: Website - https://www.theFP&Aguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyEarn Your...

The SaaS CFO
Abacum Raises $100M+ to Become the Dominate FP&A Software

The SaaS CFO

Play Episode Listen Later Jul 17, 2025 25:13


In this episode of The SaaS CFO Podcast, I had the pleasure of speaking with Julio Martinez, co-founder and CEO of Abacum. Julio shares his path from investment banking and FP&A roles to building a top-tier financial planning and analysis platform that supports companies from Series B through IPO and beyond. He dives into how Abacum is redefining business planning for finance teams, empowering them to manage increasing complexity as they scale. Julio discusses the fundraising journey, including what it took to secure over $100 million in capital and the different expectations at each round. He also breaks down the key SaaS metrics investors care about, strategies for efficient and sustainable growth, and the importance of building strong foundations rather than chasing shortcuts. If you're interested in metrics-driven growth, scaling SaaS businesses, or want a firsthand look at what it takes to lead a high-growth fintech startup, this episode is packed with actionable insights. Tune in to hear how Abacum is leveraging AI, developing a customer-obsessed platform, and what's next on their roadmap. Show Notes: 00:00 Versatile Business Planning Platform 04:23 Finance Targets in Diverse Sectors 07:08 Series B: From Ambition to Rationality 11:09 Building Strong, Sustainable Businesses 15:32 "Scaling Cold Outreach with Tech" 16:14 Targeted Email Outreach for CFOs 22:01 "Building Unbeatable, Sustainable Products" 23:43 "Building a Long-Term Iconic Business" Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/abacum-raises-25-million-in-series-a https://www.thesaasnews.com/news/abacum-raises-60-million-in-series-b Julio Martinez's LinkedIn: https://www.linkedin.com/in/thejuliomartinez/ Abacum's LinkedIn: https://www.linkedin.com/company/abacum-io/ Abacum's Website: https://www.abacum.ai/ To learn more about Ben check out the links below: Subscribe to Ben's daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben's SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben's SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray

CFO Thought Leader
1114: Building a Smarter Funnel at Speed | Kevin Wall, CFO, Stax Payments

CFO Thought Leader

Play Episode Listen Later Jul 16, 2025 44:55


When Kevin Wall first stepped into industry from public accounting, it wasn't by accident—it was through a client he already knew well. The company, in the midst of an ERP conversion and preparing to go public, saw in Wall someone who understood both their numbers and their needs. “They were familiar with me. I was familiar with them,” he tells us.That early pivot from audit into operational finance set the tone for a career defined by depth over speed. Wall spent 13 years at Alcatel-Lucent and a decade at FIS, climbing steadily while broadening his remit from general accounting to pricing, FP&A, and global finance operations. His longevity at these firms, he tells us, allowed him to “move and see new things under one roof” while growing his leadership footprint.Today, as CFO of Stax Payments, Wall is again stepping into transformation. The company, which serves over 40,000 SMBs and processes more than $20 billion in volume annually, is preparing to launch its own end-to-end processing engine. Wall's priorities reflect a blend of commercial focus and operational precision: “It's the top of the funnel,” he says, referencing lead generation, “and speed to revenue.”A self-described servant leader, Wall believes in “clearing obstacles” so teams can grow. That mindset also drove a past strategic move—reorganizing finance functions like billing and AP to other departments. It was a bold step, but one grounded in clarity: “Let's really define what we want finance to be,” Wall tells us.

Future Finance
Why Siqi Chen is building an AI Thinking Platform for finance leaders at Runway

Future Finance

Play Episode Listen Later Jul 16, 2025 45:42


In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome Siqi Chen, founder and CEO of Runway, a finance platform built to help operators understand their business without needing a degree in finance. The discussion explores how traditional FP&A tools fall short, and why Runway is reimagining financial modeling by combining flexibility, design, and deeper thinking. Siqi is the founder and CEO of Runway, a modeling platform designed for operators and finance professionals who need flexible, intuitive tools to manage business complexity. He previously served as CEO of Sandbox VR, VP of Product at Postmates, and Head of Product at Zynga. Siqi has also invested in over 100 startups, including Clubhouse, Amplitude, Pipe, and Italic. Early in his career, he worked at NASA, where he was awarded a Congressional Space Act Award while still in school for his work on the Mars Exploration Rover.In this episode, you will discover:Why FP&A platforms often fail to replace spreadsheets for financial modeling.How Runway is addressing the core pains of collaboration, complexity, and data integration.Why flexibility and speed of thought matter more than workflow automation.How Siqi thinks about AI's role in making finance tools more usable and accessible.A remarkable story of how a meme coin helped fund life-saving research for his daughter's brain tumor.Siqi shared his remarkable journey from NASA engineer and tech executive to founder of a finance platform built for modern operators. His experiences across product leadership, startup growth, and personal resilience highlight why tools like Runway are redefining how finance professionals think, plan, and collaborate. This episode is a must-listen for anyone looking to move beyond outdated systems and embrace a more flexible, human-centered approach to financial modeling and decision-making.Follow Siqi:LinkedIn - https://www.linkedin.com/in/siqic/Company - https://www.linkedin.com/company/runway/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[01:48] - Siqi's Background[04:41] - Runway Journey So Far[07:11] - Approachable Finance Tools[14:28] - UX & What Makes Runway Unique[20:26] - Thinking Tool Idea[24:28] - Excel Flexibility Trade-Offs[33:46] - AI as a Financial Exoskeleton[40:21] - The Meme Coin Surprise[44:40] - Wrap-Up

The CFO Show
Beyond Silos: Uniting FP&A and Controllership for Impact

The CFO Show

Play Episode Listen Later Jul 15, 2025 34:25


What if the secret to financial agility lies in reimagining the relationship between FP&A and Controllership? Tom Seegmiller, CFO at Texada Software, returns to explore the transformative power of aligning FP&A and Controllership. Tom shares his journey from FP&A leader to full-spectrum CFO, and what he's learned about the often-overlooked (but essential) collaboration between finance's two core functions. Together, they unpack how siloed teams can unintentionally hold each other back—and how breaking down those walls can drive agility, enhance clarity, and increase business value. Discover how aligning FP&A and Controllership could be the key to unlocking your finance team's full potential. Discussed in This Episode: What CFOs get wrong about Controllership, and how to fix it The hidden friction between finance subfunctions How to create “earned” seats at the table across the organization Why both FP&A and Controllership must focus on top-line growth Tools, leadership habits, and structural approaches that make cross-functional alignment stick How AI is helping finance teams build leverage and efficiency For CFO insights, episode show notes and exclusive blog content, visit thecfoshowpodcast.com.

FP&A Tomorrow
Being a First Time CFO in The Restaurant Industry, Lessons Learned with Alex Holt

FP&A Tomorrow

Play Episode Listen Later Jul 10, 2025 45:55


In this episode of FP&A Tomorrow, host Paul Barnhurst welcomes Alex Holt, the CFO of Milo's Hamburgers, to discuss the intersection of finance, business operations, and growth. Alex shares his journey from public accounting to the food service industry, offering insights into the challenges of managing finance in a family-owned, fast-growing restaurant chain. He also discusses the unique dynamics of budgeting, forecasting, and providing advice for aspiring finance leaders.Alex Holt is the CFO of Milo's Hamburgers, a beloved 23-unit fast-food chain known for its iconic burgers and sweet tea, based in Alabama. With experience as the Executive Vice President of Finance at Capstone Communities and a background in real estate, Alex brings a wealth of knowledge in finance, data visualization, and process improvement. He is passionate about making data useful and has a strong focus on enhancing financial operations.Expect to Learn:How the role of FP&A extends beyond reporting to driving business change.The unique challenges of managing finances in a growing, family-owned restaurant chain.The importance of process improvement and documentation when scaling operations.How Alex uses technology to improve efficiency and communication.Key metrics and strategies for managing finance in the restaurant industry, including labor and food costs.Here are a few quotes from the episode:"I use ChatGPT every day for communication, summarizing information, and even Excel formulas. It's a great productivity tool." - Alex Holt"If accounting is reporting what happened, great FP&A is about understanding the why behind the business activities." - Alex Holt"Great FP&A is about pulling insights from what's going on in the business and using that to drive change." - Alex HoltAlex shared valuable insights on what makes a great FP&A professional, the importance of process improvement in a growing company, and how technology can enhance financial operations. His practical advice on managing costs, forecasting, and building consensus provides key takeaways for aspiring finance leaders.Corporate Finance Institute: You know the numbers. Now it's time to own the story.The new FP&A Professional (FPAP) Certification from CFI is built for finance professionals who want to lead with insight-not just report the data.Learn more at: https://corporatefinancialinstitute.pxf.io/c/6003589/3067930/23723Follow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Alex:LinkedIn - https://www.linkedin.com/in/holtale/Twitter - https://x.com/holtaleFollow Paul: Website - https://www.theFP&Aguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyEarn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few...

State of Demand Gen
Designing GTM Like a System with Dave Boyce of Winning by Design

State of Demand Gen

Play Episode Listen Later Jul 7, 2025 48:00


This week on GTM Live, Carolyn sits down with Dave Boyce, Executive Chair at Winning by Design and longtime SaaS builder, to explore why GTM systems are breaking, and what modern companies must do differently to build for predictable, customer-centered growth.They dive into what Dave calls “the layers of sediment” that have built up over time, e.g. commissions, org design, reporting structures, and outdated dashboards, and why those legacy systems are misaligned with today's buying behavior.They also talk about the real challenges CROs are facing right now: Deals are harder to win, old tactics aren't working, and most GTM teams are stuck optimizing for the wrong outcomes.You'll hear practical examples of what high-performing companies like Atlassian are doing differently, the importance of empathy in system design, and why the CEO—not just Sales or Marketing—needs to own this transformation.Together, they unpack why most GTM strategies break down. And it's not because of effort, but because they lack system design.Key topics in this episode:The broken layers of GTM measurement, and why that era is overWhy commissions often reinforce short-term, self-interested behaviorWhy visibility across the full funnel/bowtie is essential for accountability and improvementThe "Andon Cord" concept from Toyota and what GTM can learn from itWhy the CEO must own GTM system design (and why FP&A is the ideal quarterback)What Atlassian does differently to align around the customer

KNBR Podcast
6-30 Andrew Baggarly joins Murph & FP to talk about the issues Giants are currently facing and what they need to turn things around

KNBR Podcast

Play Episode Listen Later Jun 30, 2025 14:50


6-30 Andrew Baggarly joins Murph & FP to talk about the issues Giants are currently facing and what they need to turn things aroundSee omnystudio.com/listener for privacy information.

KNBR Podcast
6-30 Marcus Thompson from the Athletic joins Murph & FP to talk some Warriors and the current situation on Jonathan Kuminga

KNBR Podcast

Play Episode Listen Later Jun 30, 2025 35:01


6-30 Marcus Thompson from the Athletic joins Murph & FP to talk some Warriors and the current situation on Jonathan KumingaSee omnystudio.com/listener for privacy information.