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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.
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Website - https://www.analyticshero.com/
LinkedIn - https://www.linkedin.com/in/brentdykes/
Book - https://www.effectivedatastorytelling.com/
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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 Learn
What 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:
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Follow Olivia:
LinkedIn - https://www.linkedin.com/in/oliviarosemacdonald/
Follow Paul:
Website - https://www.thefpandaguy.com
LinkedIn - https://www.linkedin.com/in/thefpandaguy
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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 Learn
How 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:
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Follow Aaron:
Email - [email protected]
LinkedIn - https://www.linkedin.com/in/aaron-goss-a06b36b/
Follow Paul:
Website - https://www.thefpandaguy.com
LinkedIn - https://www.linkedin.com/in/thefpandaguy
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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 Learn
What 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:
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Follow Brett:
Website - https://bretthampson.gumroad.com/l/proactive
LinkedIn - https://www.linkedin.com/in/brett-hampson/
Newsletter - https://blog.forecastingperformance.com/subscribe
Follow Paul:
Website - https://www.thefpandaguy.com
LinkedIn - https://www.linkedin.com/in/thefpandaguy
World-class Digital FP&A Course Bundle:
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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 Learn
Why 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:
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Follow Soufyan:
Website - www.thefinancecircle.com
LinkedIn - https://www.linkedin.com/in/soufyanhamid/
Follow Paul:
Website - https://www.thefpandaguy.com
LinkedIn - https://www.linkedin.com/in/thefpandaguy
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/4decOf3
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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/thefpandaguy
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/4decOf3
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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.
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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/thefpandaguy
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/4decOf3
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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/thefpandaguy
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The 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.io
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/4decOf3
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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 - [email protected]
Follow Paul:
Website - https://www.thefpandaguy.com
LinkedIn - https://www.linkedin.com/in/thefpandaguy
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/4decOf3
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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:
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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/thefpandaguy
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/4decOf3
Enroll 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.
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For CPE credit please go to earmarkcpe.com, listen to the...
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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/thefpandaguy
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/4decOf3
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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:
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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/thefpandaguy
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/4decOf3
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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:
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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/4decOf3
Follow Zach:
LinkedIn - https://www.linkedin.com/in/zacharyrial/
Follow Paul:
Website - https://www.thefpandaguy.com
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Enroll 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...
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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...
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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/4decOf3
Follow 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/thefpandaguy
Enroll for Financial Planning & Analysis Certificate Program:
Level up your career and build skills for financial...
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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/thefpandaguy
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 below:
The FP&A Guy (thefpandaguy.com)
Wharton FP&A Certificate Program
FP&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 GLANCE
Format: 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...
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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/thefpandaguy
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 below:
The FP&A Guy (thefpandaguy.com)
In today's...
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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/thefpandaguy
In today's episode:
[01:01] - Introduction
[01:43] - Guest Introduction
[02:35] - Defining Great FP&A
[03:34] -...
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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 Tomei
In 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/thefpandaguy
For 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...
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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...
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