FP&A Today
FP&A Today is a weekly podcast that explores the world of Financial Planning and Analysis. Each episode features interviews with FP&A leaders, CFOs, and other finance professionals who share insights on challenges, opportunities, and career advice. The show provides actionable tips on financial planning, analysis, and Excel usage. It is brought to you by Datarails, a financial planning and analysis platform.
Episodes
A System Designed to Forget Finance: Why FP&A Ends Up Carrying the Rest in Excel
The books were closed. The audits were supported. Then the CEO asked two simple questions: which products make the most money, and which ones don’t? Nobody could answer.
Purity Kibaki was the consultant hired to implement the system that was supposed to answer them.
Purity, CPA(K), leads group reporting, consolidation and finance systems at Hatch Africa. She previously founded Zirconn Black Group
Do You Actually Need a CFO? Instead, Hire for the Problem with Tom Hunter
The most expensive finance hire can be the one that looks senior enough to feel safe but solves the wrong problem.
Tom Hunter of Story Recruitment joins FP&A Today to explain why the first finance hire at a startup is often not a CFO. Story Recruitment focuses on first-CFO and first-finance-hire searches for Australian tech, fintech and deeptech startups, and Tom also hosts The CFO Track Pod
Would You Rather Be Lucky or Good? Building FP&A From Absolute Zero, with Katelyn Stienen
Building FP&A from scratch isn't primarily a spreadsheet problem. It's a people, process, and alignment problem.
Katelyn Stienen, Director of FP&A at Good Day Farms and a top-16 finisher at the Excel World Championship, joins FP&A Today to share what happens when you walk into a five-year-old business with more than 170 legal entities, around 10,000 budget lines, no dedicated planning
The Real Job of FP&A: 40% Numbers, 60% Influence
The best FP&A professionals don't just explain the numbers. They understand the business well enough to influence it.
Gauri Tambe, Head of Finance & Accounting at Genezen, joins FP&A Today to explore what finance looks like inside the world of cell and gene therapy. Scientific uncertainty, capital-intensive programs, customer funding risk, strict quality requirements, and constantly c
The $100M Revenue Mistake Everyone Missed
For FP&A, the most dangerous revenue number may be the one that looks credible enough not to question.
A $100 million acquisition was just three weeks from closing. The target had been audited, the opinion had come back clean, and the deal looked compelling. Then Devon Coombs, CPA, spent a weekend digging through the contracts and came back with a very different conclusion: the revenue story d
50% of your job needs to be finance transformation: Anders Liu-Lindberg
Top FP&A business consultant Anders Liu-Lindberg joins FP&A Today four years after his first appearance on the show to talk about the radical changes in FP&A and CFO transformation over that period. In the time since, Anders has cemented his reputation as one of the most in-demand consultants for finance transformation, sharing his practical, on-the-ground experience.
4 years on: what
What boards really expect - from a CFO and Executive who isn’t coaching from the sidelines
Peter McKenzie, GM at a Blackstone portfolio company, professor at IESE Business School, and speaker at 50+ conferences across the world, talks frankly about executive presence for finance professionals, developed through 25+ years of C-suite experience He coaches FP&A teams and CFOs on what exactly separates the executives who get recognised from the ones who don't (Communicate with influen
Goodbye to Glenn: Meet the new Host of FP&A Today
After two years in the host's chair, Glenn Hopper passes FP&A Today to its new host, Sarah Schlott: a 20-year FP&A leader. The two swap stories on their unlikely paths into finance (including Glenn's forgotten 2006 indie film ), then dig into what's next for the show: more curiosity, more challenging of FP&A's "sacred cows".
Glenn's new book: The AI-Ready CFO: A Strategic Guide to
Lessons from a finance revolution at Mars, with Colin Moss
Colin Moss worked for more than 10 years at Mars, which produces some of the world's best-loved brands including Royal Canin, M&M’s and Snickers. In this role, he partnered with the global Finance leadership team to design to stand up the new FinTech function, strengthening the connection between Finance and IT and leading a portfolio of 40+ initiatives, establishing resource and financial man
From Farm to FP&A: How California Dairies delivers 17 billion pounds of milk each year
We take a deep dive into the finances behind the agricultural and food beverage sector with Brad Mooney, Director of FP&A at California Dairies. FP&A drives success at California Dairies which produces 40 percent of California’s milk (300 family-owned and operated members ship 17billion pounds of high quality milk annually) and is a manufacturer of quality butter, fluid milk products, and
From Ports to the Deal Table: How FP&A Earned a Seat at Peel Ports
In our first FP&A Today episode to cover the shipping, ports and haulage sector, we look at the FP&A powering Peel Ports Group, the second largest port operator in the UK, which manages the vital gateways powering the UK. Alex Roche has built the FP&A team at Peels Ports, based in Liverpool, England, which generates £800M spread across 10 divisions. The group has invested over £1.5 bi
Scaling FP&A at RingCentral: Dan Newman
Dan Newman
heads FP&A at RingCentral, a $2.5B public SaaS company (a platform for business phone, SMS, contact center, workforce engagement management, video collaboration, and messaging) , where he has overseen a period of 10X growth. Discussing a career comprising consulting, being a financial analyst at Salesforce, private-equity-backed startups, Dan discusses building financial models tow
Transforming FP&A at Fannie Mae into an “enterprise intelligence engine”
Caroline McAuliffe is Senior Vice President, Head of Corporate Finance (FP&A and Procurement) at Fannie Mae. In its Q1 2026 results, the government-owned mortgage giant boasted 33 consecutive quarters of profitability and $3.7B in net income in the quarter—delivered by a team of 7,000 employees. In this episode Caroline reveals the FP&A mindset and processes behind this success.
The ca
Marketing vs FP&A: adventures in business partnering
In the third in our series on finance business partnering we are joined by David Manela, who has had the role of CRO and CMO at Fiverr, Ideei, and Vivre. As managing partner and co-founder of Violet Growth he is in high-demand at some of the hottest scaling companies, designing a growth operating system that “speaks the CFO’s language from day one”. It is tailored to companies spending more than
Sales vs. Finance: What Great Business Partnership Really Looks Like
Swati Bagri, head of FP&A for a major global FMCG company was told early in her career: “Either you are sales or you are helping sales”. In this second in our series of finance business partnership Swati, representing finance, is joined by Stephanie Troy, VP of Sales at Datarails, for a candid conversation with host Glenn Hopper about what sales leaders actually need from FP&A, and what gr
Finance Business Partnering, part 1: lessons from Ontex, P&G, and Gillette
Today on the show, we're launching a special series on finance business partnering - exploring different facets of modern finance business partnering. Today’s special guest is Tunc Tezel VP group FP&A, Ontax, bringing 30-years of lessons from Ontex, Pladis, British American Tobacco, Procter & Gamble, and Gillette - business partnering with marketing, sales, and operations to reach common g
“If the data's wrong, it doesn't matter how advanced your model is" - Tom Hinkle on AI and data strategy in FP&A
Tom Hinkle, senior leader in data and analytics at TIAA, has built his career at the intersection of finance, technology, and strategy. He also has a budding YouTube channel (Tom's Data World, which includes instructional videos on Excel, SQL, and AI). He's worked extensively with Excel (is a Microsoft MVP) and SQL, as well as Tableau and Power BI, and has worked with major financial institutions
From Rice Paper to AI: FP&A Lessons from 30 Years at the Top of Global Finance - Sébastien Privel
What does it actually take to move FP&A activities into a shared service organization at Coca-Cola— and then transform how a global marketing giant manages billions in spend? Sébastien Privel, Senior Director Financial Services FP&A, has done both.
Sébastien Privel career spans pharma controllership in late-'90s Beijing to country CFO for France, being involved in the implementation Coca-C
More than 12 ERP implementations later…Cindy Vindasius
Cindy Vindasius is the founder and CEO of Vindasius Advisory, and former Corporate Controller, and has spent more than 30 years helping high growth and enterprise companies build scalable finance systems. She's led more than a dozen ERP implementations across platforms like NetSuite, SAP, and Oracle, and has supported multiple IPOs, M&A transactions, and global compliance efforts. Her intervie
Riding the roller coaster of finance: Mykola Chyzhevskyi, Merlin Entertainment
Mykola is Finance Business Partner at Merlin Entertainments – offering some of the most popular attractions in the world including LEGOLAND Resorts, Thorpe Park and Alton Towers. Merlin welcomes more than 62 million guests annually to its diverse global estate in over 20 countries. Before Merlin, Mykola spent several years as a finance director at a fast-growing law firm, where the business triple
From Creation of Accounting Standards to Building an AI tool - Adam Hibbs
Adam Hibbs has pretty non-linear paths into finance:New Zealand telecom regulator, OfCom, Vodafone, Cable & Wireless, UK Ministry of Defense, and now Global Director of Commercial Strategy at AICPA & CIMA. Financial modeling, commercial contracts, cloud infrastructure, and leadership across blue-chip organizations was preparation for building Josie, that is AICPA & CIMA's generative AI
FP&A vs Accountants in an AI era - with Accountant Emily Feinstone
Emily Feinstone is an accounting manager at Eventus Advisory Group and unusually tech-forward in how she works. Emily spends her days building better processes, automating repetitive finance workflows, and making high volume operational data usable. And instead of opting for a traditional CPA first route after 20 years of experience, she is pursuing a degree in data science: “ I want to be the on
After the Gold Rush: The $75M Operation behind America's Hockey Champions
The history-making USA Hockey won golds (and millions of fans in the process) at Milan’s Olympic Games. But behind the on-ice glory is a $75 million organization with a finance function as disciplined as its players. Kelly Mahncke , CFO of USA Hockey, joins Glenn Hopper and FP&A Today to pull back the curtain on what it takes to fund the gold-winning national hockey program — with business int
How to ignore the loud numbers and listen for the quiet risks: Sahil Kamani
Sahil Kamani, is a Berlin-based senior finance leader and FP&A professional at Ellie (Volkswagen Group), Starting at a credit rating agency in the wake of the 2008 financial crisis — inspired, fittingly, by a fascination with the documentary Inside Job — Sahil moved through regulation, capital markets, and an MBA before pivoting into operational finance
In this episode:
Being the person han
What an AI-Native General Ledger Means for FP&A: John Glasgow
John Glasgow, is the founder, CEO and CFO of Campfire AI native ERP with more than $100m in funding, built to help high growth companies close faster, get richer visibility from their accounting data, and scale. John brings his insights as an operator who has spent time in FP&A and strategic finance, including at Adobe and an executive at Invoice To Go, leading that finance company to a $625 m
Perspectives from Controller, FP&A, CFO and Gartner: Marko Horvat
Marko Horvat has been a public accountant, Controller, head of FP&A and CFO, as well as VP in Gartner's research and advisory practice, specializing in topics most relevant to CFOs and finance transformation.
In this episode he talks:
Interplay IT and CISO and organizational politics (“if it runs on electricity, it’s ours”)
CFO skillsets gap
Real change in CFO’s Office with AI (audit
35 Years in Finance and constant change: Troy Anderson CFO at Kelly Services
Troy Anderson is CFO of Kelly Services, a staffing solutions provider to various industries, who has spent his career driving transformation across some of the most complex business environments. Before joining Kelly, he served as CFO at Universal Technical Institute, where he helped double revenue over five years through a mix of organic growth and strategic acquisitions. Earlier in his career, h
The Future of the AI-Native ERP Stephen Hedlund, Rillet
Stephen Hedlund is head of finance at Rillet, an AI-native ERP which has raised over $100million from Sequoia and Andreessen Horowitz. In Steven’s words Rillet is “building the modern NetSuite.”
In this episode:
How Isaac Asimov’s Foundation helped me discover finance
Experience from enterprise at Walmart to building startups
Go-to-market (marketing) to Head of Finance Gillet
The moat for l
Building back Trust Between CFOs and CROs: Eddie Reynolds
Eddie Reynolds, CEO of UnionSquare Consulting, opens up about the often-fraught relationship between CFOs and CROs. Eddie shares insights from his unique journey—from banking and private equity to being an account executive at Salesforce which forecast within 5% accuracy despite 30%+ growth.
The conversation tackles the critical disconnect between finance and go-to-market teams: Why do CFOs strugg
From Flight Deck to Finance: Bobby Bray on Military Precision in Analytics and FP&A
Bobby Bray brings his perspective from more than 20 years in banking and consulting with Capital One, Oliver Wyman, and Regions Bank. The retired Navy Captain with four commands talks about strategic decision-making under pressure, working with Fortune 150 C-Suite executives, and the rigor required in FP&A.
He says: “To use an aviation term you need to be able to follow the drop of gas through
Demystifying the Role of the CFO in Growth Stage Companies: Rick Smith
Five-time CFO Rick Smith has led finance at companies including inVentiv Health Communications, Exos, Parchment, Solera Health before founding Bonfire advisory. He is also the author o fDemystifying the Role of the CFO in Venture and Growth Stage Companies, a no-nonsense approach to the topic. Reviews for the book include: “This book is a must-read if you want to understand how to scale a company
Building a lean, mean, FP&A team from scratch – Preston Naegle
Preston Naegle started his career in private equity at Leavitt Equity Partners (founded by Michael Leavitt, the former U.S. Secretary of Health and Human Services. Negale then moved into the operating world and for more than 2 years has led strategic finance and FP&A at a PE-backed Midway Mechanical Services in the HVAC (Heating, Ventilation, and Air Conditioning) industry at the company whic
Aligning Sales and FP&A: Adam Shilton
Glenn reconnects with Adam Shilton—who reveals the highs and lows of more than a decade selling to finance teams and what 134 deals in 36 months taught him about CFO challenges. The founder, writer, and speaker has now launched his own venture focused on helping entrepreneurs and solo business owners.
My Experience selling finance software including SAP
Bridging the Sales-Finance Divide: Why pipe
CFO of AWA Studios on Building a Hits-Driven Business
What does it take to be the finance leader behind Hollywood stories? Diya Sagar, CFO of AWA Studios, which produces critically acclaimed, original stories for comics, TV, and movies, joins Glenn Hopper to reveal how she manages the money behind the magic—from funding graphic novels that may not pay off for years to navigating the unpredictable world of graphic novels, film and TV deals.
How a “c
From CFO to AI Evangelist: Maria Azatyan on Finance, and Startups
With more than 20 years of experience helping startups scale from seed to series B, Maria Azatyan has built architectures for companies across ai, robotics and the new space economy, translating complex technologies into numbers. This is coupled with her frank perspective as a single mother balancing finance leadership and advising startups.
Sci-fi Dreams Made Real: sharing experiences with Waym
What boards want from finance AI strategy: Joyce Li
Joyce Li, CEO, and chief AI strategist at Averanda Partners, brings a rare combination: CFA charter holder, computer science graduate, MBA from Wharton, Board advisor on AI. She advises on multi-billion dollar investment strategies and works with boards and C-suites on AI strategy, governance, and adoption.
The power of Excel in an AI age
The ROI of AI and what boards want to see
15% as the mag
Getting from Good to really Great in your Finance team: Rohini Jain, CFO, Bill.com
Rohini Jain leads finance strategy at BILL, which delivers strategic finance capabilities in one integrated platform including AP, AR, expenses and procurement. She has more than 20 years of experience shaping and leading finance, product, and operations teams at global fintech, payments, and e-commerce companies including at PayPal, eBay, Walmart and General Electric.
She spoke to us ahead of t
Beyond the ride: Head of FP&A and investor Relations at Lyft
The opening voice on a Lyft earnings call is that of Aurelien Nolf, VP, FP&A and Investor Relations at the ride-hailing firm. He holds a dual role managing the 60-person FP&A, finance analysts, and investor team with access to billions of data points looking at the mode, price,drivers, frequency and demand for current offerings– and much-anticipated future services – such as robotaxis. In
Chikako Tyler FP&A lessons getting from CFO to COO at California Bank & Trust
Chikako Tyler is the Chief Operating Officer at California Bank & Trust (CB&T). She began her career at the leading California bank in 2010, starting as risk manager, progressing tos trategic planning and analysis (spanning seven revenue divisions and 150 units), before serving seven years as Chief Financial Officer revealing . Here she reveals the strategic leadership as the bank grew, fr
Fire Drills, Fractional Work, and AI Reality Check: Carl Seidman
As a fractional CFO and financial advisor, Carl Seidman, a returning guest, has worked with finance teams at some of the world’s most recognized companies, helping them strengthen forecasting, cash flow management, and strategic decision-making. He also teaches several top-rated online courses including the FP&A Mastery Signature Program.
My first fire-drill, creating a cash flow in one week
Secrets to a Simple Model: Peter Lynch
Peter Lynch is the founder of ASimpleModel.com and serves as Chief Strategy Officer at Stephen Gould. He has worked in private equity for most of his professional career at Rabobank, JP Morgan, Argenta Partners and Hilltop Holdings. But he’s perhaps best known for turning complex financial concepts into clear accessible lessons through ASimpleModel.com.
JP Morgan in Buenos Aires
Crazy models duri
From Big Four CPA to Building a Lean Finance Function Driving 500% Growth – Andrew Polito
Andrew Polito is VP, Controller at Go HQ which provides a suite of back office services, including recruiting to delivery companies. The Fort Worth-based company provides back office support for transportation and logistics, seeing 500% growth in five years, earning a spot on the Inc 5,000 list of fastest- growing private companies in America.
In this episode:
From audit to shifting to a private
$300 and a Suitcase to AI-Powered Finance: Mariya Guttoh
Mariya Guttoh is Director of FP&A and Treasury at PayJoy, a global FinTech company expanding credit access through smartphones to underserved customers in emerging markets. Celebrating 10 years this year , the company has served over 15 million customers and is on track to reach $650 million in revenue and $110 million in profit by the end of 2025.
In this episode Mariya traces her steps from
Top Quant Akhil Khunger on what FP&A teams are missing
Akhil Khunger, VP Quantitative Analytics, Barclays, has more than ten years of experience in the field. Akhil develops statistical models to forecast balance sheets, revenue and probability of default. He has experience with time series modeling, statistical modeling, machine learning and building implementation frameworks using Python and other programming languages. Akhil, who has a master’s in
From Big Four to Fiverr: How Esti Levy Dadon scaled Finance at the Gig Marketplace
Esti Levy Dadon, Executive VP Finance, Fiverr ,started in public accounting at Ernst and Young, before leading the finance function at Fiverrr. Since joining the global marketplace in 2016 she steered the company to a successful IPO in 2019. In her words: “In almost 10 years at Fiverr I’m still waiting for things to be boring and repeatable, but it never happens because things change all the time
From Data to Decisions - How Wasabi's FP&A and BI Teams Execute at Scale
What do FP&A professionals need to understand about data work and BI and the work that BI is doing? Marcos Bento, Director BI, at Wasabi Technologies: “They need to translate business requests in English in a way that the BI folks can translate that into codes.
That’s where the magic happens.”
In part two of our deep dive with Marcos Bento (BI) and David Suter (FP&A) from Wasabi Technologi
Building a high functioning partnership between BI & FP&A
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, Di
A "Systems Thinking" Mindset for FP&A Success - Daniel Gardner
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
“I am done pretending" - my honest take on finance and FP&A” – Sarah Schlott
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 bud
From Who Wants to Be a Millionaire? to Energy Transformation: Connagh Hopkins
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 C
CFO Grammarly – behind their $1 billion in non-dilutive financing and how we do FP&A
Matt Hudson became CFO of Grammarly – the popular writing assistant tool – after the company acquired Coda (a productivity tool)- of which he was a founding member. Now as CFO at Grammarly he is overseeing rapid change at the company which has over 40 million daily active users and $700m in revenue (and a 50 person finance team). Finance is helping pioneer a company vision of AI redefining ever
Why Financial models are essential even at early stages of a company – Lauren Pearl
Lauren Pearl is a Business Strategist and CFO Advisor who helps startup teams build data-driven businesses. The 3x founder with over 13 years of startup leadership experience now serves as CFO, advisor, and instructor for over 300 growing companies. She also runs the podcast “Growth Minded CFO” and offers a free course on financial modeling.
In this episode:
Financial models at startups
Sniffing
What Keeps Excel as the heart of business: Chandoo
Today’s guest barely needs an introduction. Purna Duggirala (aka, “Chandoo”) is a celebrity in Excel circles. Since 2004, Chandoo has been regularly sharing everything he learns working with Excel training hundreds of finance teams, and had roles including as Data Lead, Remuneration Modeling & Analytics for the New Zealand government.
The 16-time Microsoft MVP runs Chandoo.org , which aims to
Top 10 Burning Questions in FP&A
In this special episode Glenn is joined by Nate Saperia to answer the 10 most burning questions in FP&A. Nate brings nearly 20 years of finance experience including at Accordion, Spruce Finance, Hess Corporation and GE. At Saperia Consulting Nate specializes in real-time dashboards, financial planning, and interim CFO/FP&A leadership.
The questions:
Q1: How can I use AI in FP&A?
Q2: W
FP&A "Wow" Moments at $10m companies
Australian-born Luke Mulcahy started in FP&A at larger businesses including Coates Group (internet leader in Sydney) and manufacturing company Sherwin-Williams. But for nearly 4 years he has loved having “wow” moments of finance insights with smaller companies. closer to the $5-10million range, where powerful insights are taken straight from finance to the CFO. In his words: “You can have thos
Data Analytics and AI for FP&A Teams
This special episode formed part of FP&A Con 2025 which saw a record-breaking 1500 registrants.
The guests:
Nathan Bell, Managing Partner, VAi Consulting, is among the most in-demand experts. Bell has unique experience– having started in computer science, before leading finance teams at Native American Bank, Digital Media Trends and Gartner– where he advised hundreds of FP&A teams facing
Packed insights for Excel in FP&A: Jeff Gudim
This episode is 53 minutes packed with practical Excel insights for an FP&A practitioner and Excel advocate at the top of his game.
Jeff Gudim is a senior financial analyst, Excel evangelist and hardcore financial model architect at Strategic Education, listed on the NASDAQ and which owns for-profit, online Capella University and Strayer University, Jeff made the leap from private wealth manag
Data Science masterclass with Shifra Isaacs
In this masterclass Shifra Isaacs, developer Relations Advocate at Ascend.io, delves into her experience as data scientist, technical writer, and support lead providing fresh insights for FP&A and finance professionals.
In this episode:
Data science vs business analytics
Pulling data not yet able to be modeled
Python for Excel
The right models for risk scoring, variance analysis and foreca
Curiosity, Ambition, Service: FP&A at Dashlane
Taylor Otstot, Vice President Finance, Dashlane joined GoDaddy (now a $30billion valued) domain registry, domain registrar and web hosting company before their IP. In 8 years he climbed to senior Director of Finance running an FP&A team of 14. From this experience and as VP Finance at DashLane he says he hires for 3 things: curiosity, ambition, and finance leaders who are service-oriented. “I
Dave Sackett: How FP&A Can Stay Relevant In The AI Age
Dave Sackett is Co-Founder and CFO of ecommerce company, AIOne, and former CFO of semiconductor company, ULVAC Technologies. He is a vocal advocate for blockchain and AI and finance, bringing a blend of tech savvy, operational rigor, and a focus on “servant leadership" - that is putting the needs of the employees first and helping people develop and perform as highly as possible. He's a frequen
Cycling in tariff territory – FP&A at top e-bike brand
Derek Paulson is Director of Finance and Performing Marketing at Rad Power Bikes, a Seattle-based e-bike company changing transportation. In this episode he talks about his approach to navigating tariffs (“There no, no word in the English language more scary to a finance professional than the word uncertainty” says Paulson as he discusses required “efficiency” and “flexibility” in their supply c
Big shifts in FP&A – Bryan Lapidus
“The Association for Financial Professionals (AFP) is a non-for-profit with a really simple mission, which makes it really easy for me to wake up and know what I’m doing every day,” says Bryan Lapidus, Director, FP&A Practice at the Association for Financial Professionals. “We exist for the success of the corporate finance and treasury professionals. FPAC, our certified corporate FP&A cert
How I learned to love FP&A again – Annette deYoung
Annette DeYoung, Principal Solutions Consultant at Datarails, is an accountant-turned FP&A manufacturing leader. She has deep experience in leading finance teams at manufacturing companies including Berner Food and Beverage, Rockford Products, Fairbanks Morse Engine, and JL Clark. It was at JL Clark, as Director of FP&A, that Annette implemented FP&A Solution, Datarails to mop up ineff
May the FP&A Be with you: a hero’s journey from Pixar, Lucasfilm, and LinkedIn (with Craig Barry)
Craig Barry has held senior finance roles at some of the most iconic companies in tech and entertainment, including LinkedIn, Pixar, Lucasfilm, and Electronic Arts. At LinkedIn, he led central forecasting, supported more than 10 acquisitions, and played a key role in the company’s integration with Microsoft before becoming Head of FP&A at BioRender- building FP&A from the ground up helping
FP&A from Fortune 100 to Scrappy Startups – Mike Dion
Mike Dion works at a Fortune 100 company. He has previously worked as a finance leader at Verizon-as well as startups and as a mentor to enterprise giants to scrappy startups—unlocking tens of millions of dollars in value across industries like Entertainment and Telecom. He does this through Mike’s F9 Finance: a no nonsense website and newsletter (with 20k subscribers) passing on the skills tha
Tech, Talent, Tariffs, and Taxes
FP&A Today goes on the road!. Our host city is Boston and the historic Harvard Club with an audience of Boston CFOs and FP&A leaders. Our first live recording sees an all-star panel of Jack McCullough, CFO Leadership Council, Michael Bayer, CFO of Wasabi Technologies, Cathy Yang, CFO Trexon.
By way of background, Jerome Powell, the chair of the Federal Reserve, talked of “remarkably high”
Pitch Perfect Board Presentations – CFO Shannon Nash
Shannon Nash is a chief financial officer, board director, investor, attorney, filmmaker, and CPA. She sits on the boards of Net Scout systems, Lazy Dog restaurants, and Sofi Bank, and most recently was CFO at Wing, the Alphabet-owned drone delivery company, and one of the hottest companies in the US. Here, she reveals the secrets FP&A professionals need to know about presenting to the Board a
AI must look for work your finance team hates to do – Hyoun Park
CEO and Principal Analyst at Amalgam Insights, Hyoun Park helps CIOs & CFOs create the ROI and strategic business cases for better AI and IT FinOps. He is also host of the weekly podcast, This Week in Enterprise Tech.
In this episode Hyoun discusses some of the quick AI wins for finance departments.
My journey Starting as a CRM administrator to analyst
Cloud spend getting out of control (une
Getting to a great Controller FP&A Relationship – Bill Hanna
With nearly 300k subscribers on YouTube, Bill Hanna’s weekly videos on The Financial Controller Channels provide his audience with lessons over a 15-year career in Auditing & Corporate Accounting. He provides inspiration and practices in accounting and finance through his videos and courses “Designed To Save You Years of Learning” (as one reviewer wrote “I have learnt more with you than 3 year
Damon Fletcher, ex-CFO of Tableau, on Great Analytics
Today’s guest is perhaps the leading CFO name in data and analytics, the ex-CFO of Tableau and DataRobot. Now as Founder & CEO at Caliper, Fletcher draws on over a decade of executive experience at the intersection of finance and analytics. At Caliper, his mission is transform cloud cost and usage data into actionable insights
In this episode Fletcher discusses
The relationship between analy
From a deep struggle with personal skills to Storytelling Leader
Walmart, Kraft Heinz, Blue Rock Therapeutics, and the Four Seasons hotels are just some of companies that regularly invite Ron Monteiro to coach their finance teams in storytelling. But Ron’s success followed decades of fear in presenting and public speaking in FP&A settings. Starting in accounting at Hitachi (“Ron Monteiro: “it was actually the only job I could get”) the CPA and CMA was insp
The Consolidation King on Working Better with FP&A – Charaf Bourhalla
“Consolidation. A lot of people don’t know exactly what it is. They think that it’s just an aggregation of numbers. Like you just add numbers, but it’s more technical than that. Most of the time when we are talking about consolidation, it’s international big groups that have subsidiaries around the world. Consolidation is the process of converting those financial statements normally built locally
The perfect formula for FP&A and Beer – Pavels Cvetkovs at Carlsberg
Grab a beer and listen to this special episode. We are joined by Pavels Cvetkovs FP&A director at Carlsberg Group who reveals the formula of FP&A at the famous brand. Carlsberg was founded in 1847, has 140 brands, and 30,000 employees – and FP&A is core to their success, says Cvetkovs.
In this episode:
How my career in the Big Four (and audit) served as “finance military school”
Movi
Lies, Bias, and ESG in the finance function – Prof Alex Edmans
Alex Edmans is a professor of Finance, non-executive director, author, and TED speaker. He is regularly interviewed and writes for WSJ, Bloomberg, BBC, CNBC, CNN, ESPN, Fox, ITV, NPR, Reuters, Sky News, and Sky Sports. He was previously a tenured professor at Wharton and an investment banker at Morgan Stanley.
In this episode we talk to Alex about his new book “May Contain Lies: How Stories, Stat
From Philadelphia Eagles to Sports FP&A
Over the last 12 years, Jason Hershman led financial planning & analysis at successful, hyper-growth companies in the sports arena.
But his career started as a ballboy at the Philadelphia Eagles. It was a job he spent months pursuing at 14 years old. This experience taught Jason a key lesson. He says: “things that seem out of touch, out of reach are not, it just takes a little hustle, a litt
Finance and passion always in fashion for 175-year old company
Evgenia Elezova, Head of Regional Finance, Lindström joins us to talk about FP&A and finance transformation at the 175-year old textile giant. Helsinki-based Lindström is one of Europe’s leading textile service companies employing over 5000 people in Europe and in Asia with turnover of 496€ million in 2022. Elezova herself has transformed the finance function during 14 years, during which tim
FP&A as Fuel for Innovation – Lessons from Apple, Facebook Google and JFrog
Jarad Backlund is VP of FP&A at JFrog, a DevOps platform streamlining software development and delivery. In this episode Jarad provides frank insights and lessons from over 18 years of experience in FP&A spanning Apple, Google, and Facebook (as well as at bootstrapped startups). From overseeing multi-billion dollar capital projects to leading finance at cutting edge startups, he reveals hi
CEO of CFI: Become a World Class Financial Analyst
I speak with Anna Talerico, the CEO of CFI, a powerhouse provider of training and productivity tools for finance and banking professionals (serving 2m finance professionals, offering 5,000 on-demand lessons and 200 courses) including the famous – including the famous Certified Financial Modeling & Valuation Analyst (FMVA®) accreditation. She is also CEO of Macabacus, a top enterprise producti
FP&A as the Strategic Backbone: Enrique Rodriguez, Walgreens Boots Alliance
“I transitioned into FP&A when I realized that it wasn’t just about crunching the numbers, it was more about telling a story and trying to influence the future. Working with Fortune 100 companies has given me the fantastic platform to leave transformative projects in finance, procurement, and supply chain. I saw firsthand how FP&A acts as the strategic backbone of any type of organization”
Managing a remote FP&A Team to Big wins
Lindsey Martens, VP Finance at fintech company, Valera (Formerly PSCU/Co-op Solutions) talks about her transition from accounting to finance- and how she manages a remote FP&A team that has business partnering and storytelling at its heart. “Business partnering is my favorite thing about FP&A” Martens says, “I love being the translator. I think of myself as taking all this data, accounting
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