FP&A Tomorrow is where Paul Barnhurst, aka The FP&A Guy, discusses what FP&A looks like today and help shape what it should look like tomorrow by interviewing the best and brightest people in FP&A globally.
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Finance secrets for driving business success through FP&A with Jim Caltabiano
Season 1 · Episode 25
Thursday, September 12, 2024 • Duration 51:24
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 Caltabiano
In 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.
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:
What Every FP&A Leader Must Know About Driving Change with Leslie Stuart
Season 1 · Episode 24
Thursday, September 5, 2024 • Duration 50:56
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 Stuart
In 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.
Becoming a CFO through FP&A With Bonnie Tomei
Season 1 · Episode 15
Thursday, July 4, 2024 • Duration 41:21
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.
Strategies for Integrating Data and Driving Decisions With Michael Dion
Season 1 · Episode 14
Thursday, June 27, 2024 • Duration 47:23
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.
Revolutionizing Mid-Market FP&A with Advanced Data Solutions With Julio Martinez
Season 1 · Episode 13
Thursday, June 20, 2024 • Duration 43:58
Welcome to FP&A Tomorrow, where we discuss financial planning and analysis, examining its current state and future prospects, with your host Paul Barnhurst.
In today’s episode, Paul engages in an insightful roundtable discussion with Julio Martinez on how mid-market companies can harness the power of technology, data, and business partnering to drive performance and accountability.
Julio, a visionary in the finance world, currently serving as the CEO of Abacum. His passion for innovation and technology makes him a leading voice in transforming the finance sector. With over two decades of experience in finance, investment banking, and fintech, Julio brings unparalleled insights into the evolving landscape of FP&A.
Key takeaways from this week's episode include:
Here is a concise summary of the key points from the discussion:
Effective FP&A requires breaking down traditional silos in finance, fostering collaboration, empathy, and rapport to influence and persuade stakeholders across the organization.
Mid-market companies face unique challenges with data volume and complexity. They require tailored solutions that provide sophisticated capabilities without the long implementation times of enterprise-level software.
Clean, well-organized data is essential. Many FP&A teams still spend excessive time on data cleaning and assembly, limiting their ability to focus on strategic business partnering.
The CFO's role is evolving towards a Chief Performance Officer, integrating strategy, operations, and performance management to drive accountability and execution throughout the organization.
Why Your Pricing Model Is Costing You Millions With Nathan Kaemingk & Karan Sood
Season 1 · Episode 12
Thursday, June 13, 2024 • Duration 01:00:59
Welcome to FP&A Tomorrow, where we discuss financial planning and analysis, examining its current state and future prospects, with your host Paul Barnhurst.
In today’s episode, Paul engages in an insightful roundtable discussion with Nathan Kaemingk & Karan Sood on LinkedIn. In the episode, we discuss the nuances of strategic pricing and its immense impact on business profitability.
Karan, a seasoned pricing professional, shares his extensive experience across various industries, emphasizing the importance of cross-functional alignment and value-based pricing.
Nathan, with a unique background in mechanical engineering and forecasting, highlights the critical role of understanding costs and leveraging pricing strategies to combat inflation and optimize profits.
Key takeaways from this week's episode include:
Here is a concise summary of the key points from the discussion:
Effective pricing requires collaboration between finance, FP&A, and pricing teams. Transparent communication and alignment on goals are essential to ensure cohesive strategies that drive profitability.
Value-based pricing is the gold standard, especially in service industries. By quantifying and communicating the value provided to customers, businesses can justify higher prices and enhance profitability.
Inflation significantly affects pricing strategies. Companies must adjust prices to keep up with rising costs and maintain profit margins, making strategic pricing more critical than ever.
Why FP&A Professionals Are Struggling in The Age of Al - Insights from Philip Watson
Season 1 · Episode 11
Thursday, June 6, 2024 • Duration 47:24
Welcome to FP&A Tomorrow, where we discuss financial planning and analysis, examining its current state and future prospects, with your host Paul Barnhurst.
In today’s episode, Paul engages in an insightful interaction with Philip Watson, for a discussion on what it takes to excel in financial planning and analysis (FP&A).
Philip, the CFO of Paddle, brings a wealth of knowledge, having led FP&A at ZoomInfo through its rapid growth and IPO. He is known for his commitment to developing talent, Philip's leadership has shaped the careers of many finance professionals. Currently leading Paddle’s financial strategy, Philip is transforming how fintech companies handle complex financial operations.
Key takeaways from this week's episode include:
Here is a concise summary of the key points from the discussion:
Great FP&A extends beyond finance skills, encompassing the ability to communicate with stakeholders, understand the business, and manage relationships. It's about being operationally involved, translating complex financial stories, and driving business insights.
While finance skills are fundamental, the future of FP&A will require advanced technical abilities. Soft skills, like communication and stakeholder management, remain crucial, but familiarity with data science and coding will become increasingly important.
Emphasizing the importance of small, incremental improvements, aiming for 1% better every day. This approach, combined with rigorous measurement and process optimization, helps drive long-term business success and operational excellence.
Sales compensation is a significant driver of behavior and revenue. Aligning incentives with business goals is essential to ensure that sales efforts contribute positively to the company’s financial health and strategic objectives.
The Ultimate FP&A Playbook For Cloud Spend Optimization with Tyler Cyphers
Season 1 · Episode 10
Thursday, May 30, 2024 • Duration 52:28
Welcome to FP&A Tomorrow, where we discuss financial planning and analysis, examining its current state and future prospects, with your host Paul Barnhurst.
In today’s episode, Paul engages in an insightful interaction with Tyler Cypher, for a discussion on how generative AI is reshaping FP&A, the importance of business partnering, and optimizing cloud spend.
Tyler, the founder and CEO of OpsCipher, shares his journey from Disney finance intern to leading FP&A at top cybersecurity firms. He is an expert in leveraging generative AI for strategic decision-making. Also a passionate advocate for effective business partnering and optimizing cloud spending.
Key takeaways from this week's episode include:
Here is a concise summary of the key points from the discussion:
Generative AI simplifies data processing, enabling FP&A teams to focus more on strategic analysis and decision-making, ultimately enhancing their value to the organization.
Success in FP&A hinges on understanding business challenges, effective communication, and building trust with stakeholders. Being curious and proactive is key to growth.
Effective cloud spend management requires visibility, collaboration across teams, and financial stewardship from the early stages of product development to avoid unnecessary costs.
Financial operations play a critical role in managing cloud costs. Establishing a dedicated FinOps team or center of excellence can provide significant benefits.
How skills from varied roles like investment banking and consulting can enhance FP&A effectiveness. Exposure to various business aspects through FP&A provides a strong foundation for leadership roles.
The discussion highlights the necessity of mastering copywriting to communicate effectively and set clear expectations with stakeholders. For FP&A professionals this skill helps in selling ideas and managing business relationships successfully.
The title sponsor for this week’s episode of FP&A Tomorrow is Plan Buddies. Plan Buddies, where professionals meet excellence. Ready to elevate your career? Visit plan-buddies.com and become a member today. Here's a special treat. Use the promo code the FP&A Guy, that is TheFPandAGuy for an exclusive 25% discount on your first-year membership.
Leveraging Data Insights For Smarter Business Decision Making with Jim Cook and Winnie Aoieong
Season 1 · Episode 9
Thursday, May 23, 2024 • Duration 01:00:33
Welcome to FP&A Tomorrow, where we discuss financial planning and analysis, examining its current state and future prospects, with your host Paul Barnhurst.
The title sponsor for this week’s episode of FP&A Tomorrow is the Third Generation FP&A Tools Showcase. Join the Showcase and see the latest technology in FP&A planning software. Register for free today: https://www.accelevents.com/e/fpatoolsshowcase
In today’s episode, Paul engages in a thought-provoking conversation with the awesome Jim Cook and Winnie Aoieong, for a fascinating discussion on the importance of decision-making systems, the value of trust in business partnerships, and the role of generative AI in modern FP&A.
Jim Cook, former CFO of Mozilla with a rich history at Netflix and Intuit, shares his valuable insights on effective decision-making systems and the power of community building.
Winnie Aoieong, VP of Business Finance at PowerSchool, discusses her experience in scaling financial operations and the critical balance of technical skills and business communication.
Key takeaways from this week's episode include: :
Here is a concise summary of the key points from the discussion:
Great FP&A goes beyond data analysis to create effective decision-making systems, allowing businesses to make strategic decisions based on comprehensive insights.
Harnessing FP&A For Enhanced Business Growth & Success with Julian Castelli
Episode 8
Thursday, May 16, 2024 • Duration 58:46
In today’s episode, Paul engages in an insightful interaction with Julian Castelli, for a discussion about the transformative role of FP&A and evolution from basic finance to a strategic role influencing business decisions and investor relations, highlighting his leadership experiences and the importance of core values.
Julian is currently serving as a board director and board chair. With experience as a board director and operating partner many times over, Julian assists SaaS and Marketplace technology companies in areas like strategy, team development, growth execution, fundraising, executive coaching, and board governance. He began his career in investment banking at Goldman Sachs and later worked as a consultant at McKinsey & Company.
Key takeaways from this week's episode include: :
Here is a concise summary of the key points from the discussion:
The competitive dynamics and funding needs of marketplace and SaaS (Software as a Service) businesses. SaaS businesses can be more capital efficient and have multiple successful players compared to winner-take-most marketplaces.
The transformative power of adhering to and actively promoting company values, even in crisis, which can galvanize a team and reinforce commitment to the organization's mission and customer service.
Growth-stage companies need sophisticated FP&A to meet investor expectations and aid decision-making. FP&A should influence a company's financial and strategic decisions, not just report on them.
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.
Earn Your CPE Credit
For CPE credit please go to earmarkcpe.com, listen to the...
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.
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...
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 Dion
This 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...
There is a growing trend for FP&A to take on revenue operations and data analytics roles, ensuring objective performance analysis and avoiding biases from other departments.
Despite advancements in technology, mastery of spreadsheets remains a critical technical skill for FP&A professionals, along with knowledge of SQL and potentially Python for data modeling.
Taking a sabbatical can be a powerful, life-changing experience, providing valuable personal and professional growth that can significantly impact one's career trajectory.
Quotes:
Here are a few relevant quotes from the episode
"FP&A will become the command center of the company's operational rhythm.”- Julio Martinez
“The mid-market is a very unique, complex, sophisticated, and underserved category.”- Julio Martinez
“I think professionals still need to master Excel and Google Sheets and that spreadsheet realm.”- Julio Martinez
This conversation with Julio Martinez offers an in-depth look into the current and future state of FP&A, emphasizing the importance of business partnering and the transformative power of technology. As the FP&A field continues to evolve, professionals can take inspiration from Julio's journey and the innovative approaches discussed in this episode to excel in their roles.
Exciting Announcement
I am excited to share my two new digital FP&A Courses with you FP&A Business Partnering, and Modern Excel. They just launched and I am excited to offer a 20% discount to my listeners using code PODCAST.
Relying solely on cost-plus pricing can lead to missed opportunities. Understanding customer value and competitive positioning allows for more strategic price setting, rather than simply adding a margin to costs.
Constructively using promotions and discounts can drive volume without eroding profit margins. Measuring and optimizing these strategies ensures they contribute positively to overall profitability.
Rebates can be effective for maintaining uniform pricing across different channels and incentivizing performance. However, companies must measure and adjust rebate programs regularly to ensure they are beneficial.
Accurate forecasting and aligning sales with operational capacity are crucial. Effective sales inventory and operations planning [SIOP] can significantly increase net profit margins by optimizing resource utilization and pricing strategies.
Quotes:
Here are a few relevant quotes from the episode
"The art of pricing goes beyond just number crunching, it goes into cross-functional alignment on what the goals are."
“The 1% increase in price leads to an 11% increase in profit margins coming out of McKinsey years ago. It still holds true.”
“It's amazing how easy it is to increase profits by being good at pricing.”
“Pricing is going to become one of the most important things that we get good at over the next half-decade.”
Exciting Announcement
I am excited to share my two new digital FP&A Courses with you FP&A Business Partnering, and Modern Excel. They launched yesterday and I am excited to offer a 20% discount to my listeners. Use code PODCAST.
Implementing a detailed, three-statement forecast on a rolling 18-month basis provides valuable insights into future business performance. This process requires the right tools, experienced personnel, and a robust infrastructure to ensure accuracy and reliability.
FP&A serves as an excellent training ground for becoming a CFO. Exposure to various business aspects, forecasting, and financial strategy prepares professionals for leadership roles, making FP&A a vital stepping stone in a finance career.
The title sponsor for this week’s episode of FP&A Tomorrow is Plan Buddies. Plan Buddies, where professionals meet excellence. Ready to elevate your career? Visit plan-buddies.com and become a member today. Here's a special treat. Use the promo code TheFPandAGuy, that is TheFPandAGuy for an exclusive 25% discount on your first-year membership.
Quotes:
Here are a few relevant quotes from the episode
"Some of the nice stuff, some of the machine learning stuff will probably take care of some of the grunt kind of modeling grunt, grinding through Excel that we have now, and it will automate some of that. It won't replace. I don't think it will replace people. It will change their job."
“I think FP&A is probably the best launchpad for being a CFO. You get exposure to all the business leaders. You get exposure to all other aspects. It forces you to think ahead and not behind.”
“Your job is to go translate numbers, to go communicate to the business, and be out with the business, in the meetings, in the room. It's important to be in the room.”
“Sales comp is a massive driver. I mean, compensation is a massive driver of behavior.”
Follow Philip:
LinkedIn -
Quotes:
Here are a few relevant quotes from the episode
"The people who are the most successful have a genuine curiosity about the business. It's very hard to go into those teams and try to be that analytical value-add extension if you can't understand their challenges."
“If you think about software business, generally, the two biggest expenses are people and then the cost of running the software.”
“FinOps as an organizational structure. So from the first part, I think, it's inherent in the word financial operations. It's a financial stewardship-driven culture in the first place.”
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:
(1:20) - Introduction
(01:50) - Guest Introduction
(02:26) - Defining Great FP&A
(05:01) - Impact of Generative AI on FP&A
(06:59) - Future of FP&A with AI
(13:25) - Becoming A Strategic Business Partner
(17:40) - Cash Flow for Coders Newsletter
(21:30) - Optimizing Cloud...
Building strong, trust-based relationships with business partners is essential for effective collaboration and achieving organizational goals.
Discussion on harnessing the power of community and crowdsourcing can significantly enhance problem-solving and innovation within an organization.
How to balance technical skills with effective communication is crucial for translating complex financial data into actionable business strategies.
Adaptability to embrace a mindset of continuous improvement and learning from failures. Progress over perfection drives long-term success.
Utilization of generative AI for tasks like meeting summaries and action item tracking can enhance efficiency and focus on high-value activities.
Leadership development within the team and creating a safe environment for challenging assumptions encourages innovation and growth.
Quotes:
Here are a few relevant quotes from the episode about the importance of decision-making systems, building trust in business partnerships, and the role of generative AI in enhancing FP&A efficiency:
"Great FP&A is the balance of technical skills and translating that into actionable plans to communicate with the business."
"Ultimately what they're trying to do is partner with their department business unit and create excellent decision-making systems because that's what our data is eventually doing."
"A relationship builds on trust. So trust comes from your capacity, your capabilities, but also your way of wanting to build that alliance with whoever you work with."
"Mozilla taught me about how powerful communities are. Communities always win."
"Perfection is a prison. It's about always progressing and improving because there is always room to get better."
Follow...
Promoting company values strengthens internal culture and aligns team actions with the organization's mission. Companies must evolve from managing daily finances to integrating broad strategic financial planning.
How skills from varied roles like investment banking and consulting can enhance FP&A effectiveness. Exposure to various business aspects through FP&A provides a strong foundation for leadership roles.
The discussion highlights the necessity of presenting financials in a way that aligns with investor expectations, which is often different from traditional accounting reports.
The title sponsor for this week’s episode of FP&A Tomorrow is the Plan Buddies. Join Plan Buddies. Plan Buddies, where professionals meet excellence. This isn't just any community. It is a community run by and for planning professionals. At Plan Buddies we’re all about fostering connections, sharing knowledge, and providing mentorship among FP&A experts. Ready to elevate your career? Visit plan-buddies.com and become a member today. Here's a special treat. Use the promo code the FP&A Guy, that is TheFPandAGuy for an exclusive 25% discount on your first-year membership.
Quotes:
Here are a few relevant quotes from the episode about FP&A's transition from basic finance to a strategic role, the critical importance of financial planning and analysis, and the influence of leadership and core values in navigating business challenges.
"So without FP&A, you can't see what's ahead of you."
"But if you present a P&L like that [Natural Account Line] to an investor, you might end the meeting right there."
"Unfortunately, I'm kind of shocked that the ERPs out there make it so difficult to actually produce financial reporting the way the investors want."
"FP&A is not just a luxury; it's essential as you scale and begin dealing with institutional...
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