Welcome to the FP&A Guy Podcast Network – your one-stop destination for insightful conversations and expert perspectives at the forefront of finance, hosted by Paul Barnhurst, aka The FP&A Guy. This network brings together three unique shows designed to inform, inspire, and equip finance professionals across the globe:
• FP&A Tomorrow: Shaping the future of FP&A by exploring today’s trends and interviewing top global talent in the field.
• Financial Modeler’s Corner: Master the art and science of financial modeling with insights from distinguished experts, in partnership with the Financial Modeling Institute.
• Future Finance: Discover how technology and AI are transforming corporate finance in this forward-thinking podcast co-hosted with Glenn Hopper.
No matter where you are in your finance journey, these podcasts deliver practical advice, thought leadership, and cutting-edge innovation to help you stay ahead in the ever-evolving world of finance.
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The Influence Skills for FP&A Pros to Build Boardroom Trust Without the CFO Title with Wassia Kamon
Season 1 · Episode 60
Thursday, May 15, 2025 • Duration 52:30
In this episode of FP&A Tomorrow, host Paul Barnhurst chats with Wassia Kamon, the Chief Financial Officer at Access to Capital for Entrepreneurs (ACE), about her journey from financial planning and analysis (FP&A) to leading as a CFO. Wassia opens up about the challenges, surprises, and growth she's experienced, particularly in learning to navigate the boardroom and building strategic influence within her organization. Along the way, she shares valuable insights into leadership, trust-building, and why it's essential for finance professionals to expand beyond the numbers.
Wassia Kamon is a finance powerhouse with over 15 years of experience across various industries, including manufacturing, technology, pharmaceuticals, and nonprofits. As CFO at ACE, a nonprofit lending institution, she plays a key role in providing capital to entrepreneurs. Wassia has also been recognized as a 40 Under 40 honoree by CPA Practice Advisor and is the host of the podcast The Diary of a CFO. She's passionate about helping high-potential finance leaders step into executive roles and shares her expertise through coaching, speaking engagements, and teaching at the Wharton Online Certificate Program.
Expect to Learn:
How Wassia transitioned from FP&A to CFO and the unexpected challenges she faced along the way.
The power of trust and relationships in becoming a key business partner, not just a number cruncher.
Why being invited into decision-making conversations early is a game changer for finance teams.
What it was really like dealing with the board of directors for the first time as a CFO.
How to expand your influence and take a broader view of business to become a true strategic partner.
Here are a few quotes from the episode:
“In FP&A, it's important to build those relationships early and not just be the person catching up after decisions are made.” - Wassia Kamon
“You can’t be great at FP&A unless you are in the room where decisions are made. It’s about having the trust to influence, not just report.” - Wassia Kamon
“Good FP&A is when you're already top of mind to decision makers, and they come to you for input, not the other way around.” - Wassia Kamon
Wassia delivers a powerful perspective on the role of financial leaders and the critical need for stronger relationships, trust-building, and strategic influence in today’s business environment. This episode is essential listening for finance professionals, aspiring CFOs, and business leaders looking to enhance their impact, improve decision-making, and build stronger, more collaborative teams.
Discover the best in FP&A without the sales pressure. The 2025 FP&A Tools Showcase is a free event where top platforms demo their solutions, share their approach to planning, and answer your questions with no pitches, just insights. Join us on May 22nd and see how today’s leading tools stack up.
For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.
In Today’s Episode
[01:42] - Welcome and Introduction
[03:29] - Wassia’s Journey from FP&A to CFO
[05:02] - What Makes Great FP&A?
[07:13] - Dealing with the Board for the First Time
[09:45] - Building Trust and Strategic Influence in Finance
[13:20] - Leading in Multiple Industries
[17:05] - Expanding Your Network and Influence
[21:14] - Managing Uncertainty as a CFO
[25:32] - Leadership Lessons from Wassia’s Career
[29:00] - Building Effective Relationships in Business
[33:47] - Key Takeaways
How Finance Teams Can Automate Internal Controls and Stop Data Errors with AI – Ahikam Kaufman
Episode 42
Wednesday, May 14, 2025 • Duration 18:10
In this episode of Future Finance, hosts Paul Barnhurst (aka The FP&A Guy) and Glenn Hopper welcome Ahikam Kaufman, veteran finance leader and co-founder of Safe AI, the world’s first platform for financial data governance. Ahikam shares how his experience at companies like Intuit led him to build a solution that replaces manual processes with smarter, more reliable financial oversight. He explains how Safe AI connects data across systems like ERP and CRM to catch issues early and automate routine checks. The conversation explores how finance teams can move faster, stay compliant, and trust their data.
Ahikam Kaufman is the co-founder and CEO of Safe AI, a platform built to monitor and govern financial data across systems like ERP, CRM, and payroll. With over 20 years of experience in corporate finance and entrepreneurship, he’s seen both the promise and pitfalls of financial operations. From M&A and compliance challenges to launching B2C fintech ventures, Ahikam’s career shaped his vision for making financial data easier to manage, review, and trust. At Safe AI, he helps companies replace manual work with smart oversight so teams can close the books faster, avoid errors, and stay ahead of compliance.
In this episode, you will discover:
What inspired Ahikam to move from finance leadership into founding Safe AI
Why traditional finance teams struggle to govern their own data across systems
How Safe AI helps companies spot errors, detect fraud, and stay ahead of compliance
The real-world challenges of financial close and how to fix them before they snowball
How finance teams can embrace innovation without giving up control
Ahikam Kaufman gave us an inside look at how finance teams can take control of their data and move beyond the manual processes that slow them down. From automating reconciliations to catching issues before close, he showed how Safe AI helps finance professionals work smarter and stay compliant without the last-minute scramble. This episode is a great reminder that true financial leadership isn’t just about tracking numbers-it’s about building systems that support accuracy, trust, and long-term growth.
How AI Cash Flow Automation Helps CFOs Reduce Late Payments and Improve Working Capital - Carlos Vega
Episode 39
Wednesday, April 23, 2025 • Duration 38:03
In this episode of Future Finance, hosts Paul Barnhurst (aka The FP&A Guy) and Glenn Hopper welcome Carlos Vega, fintech founder, investor, and AI enthusiast. Carlos shares his unique path from investment banking to co-founding Tesorio, an AI-powered financial operations platform helping companies optimize cash flow and unlock real working capital. Carlos reveals how his frustration with traditional finance workflows led him to build tools that empower finance teams to move at AI speed - with smarter forecasts, automated collections, and deeper financial visibility.
Carlos Vega is the co-founder and CEO of Tesorio, an AI-powered financial operations platform. He has over a decade of experience in finance, including investment banking at Lazard and co-founding a factoring business. Carlos holds an MBA from Wharton, where he created a custom focus in “Innovation Through Analytics” He’s passionate about turning data into actionable insights and making cash flow more predictable. At Tesorio, he helps companies automate collections and optimize working capital using AI.
In this episode, you will discover:
How Carlos designed a custom MBA in “Innovation Through Analytics”
Why cash flow forecasting is more of a data problem than a finance one
The real reason so many businesses rely on factoring (and what it reveals)
How Tesorio uses AI and ML to clean and structure financial data
Why actionable insights matter more than predictive reports
Carlos Vega shared practical insights on why cash flow is one of the most overlooked-yet critical-parts of running a business. With his background in finance and experience building Tesorio, he brought a real-world perspective to the conversation. He emphasized the importance of understanding where your money is coming from and when, and how small changes can make a big difference. At the heart of it all: clear processes, good habits, and staying on top of the details.
The Power of Data Automation in Financial Models and Tools for Corporate Success with Paul Medici
Tuesday, September 17, 2024 • Duration 47:58
In this episode of Financial Modelers Corner, host Paul Barnhurst welcomes Paul Medici, founder and CEO of Medici Financial Modeling. They dive into the art and science of financial modeling, sharing horror stories, insights, and practical tips on how to avoid common pitfalls. The discussion revolves around the importance of simplicity and structure, and how mastering the fundamentals can save time and deliver better results.
Today’s guest is Paul Medici, the Founder and CEO of Medici Financial Modeling. With over a decade of experience, Paul specializes in building bespoke financial models and custom data automation tools for corporate clients across the US, Canada, and Europe. His expertise spans a wide range of industries, including financial services, healthcare, manufacturing, mining, real estate, retail, technology, and even charitable organizations. He holds an MBA from the University of Toronto and a Master’s in Geological Science and Engineering from Queen’s University.
Key takeaways from this week's episode include:
The most common mistakes in bad financial models and how to avoid them.
How a background in geology led Paul Medici to a career in financial modeling.
The importance of understanding revenue and cost build-ups in different industries.
Why practicing financial modeling on personal projects can enhance your skills.
Key shortcuts and techniques to speed up your Excel modeling process.
Here are a few quotes from Paul Medici:
"All bad models have one thing in common: they're not user-friendly, difficult to update, and time-consuming." - Paul Medici
"Most corporate models start simple but turn into 'Frankenstein' models over time as people add complexity." - Paul Medici
"If you're thinking about financial modeling, practice by building models for everyday tasks like personal budgets." - Paul Medici
"The key to mastering financial modeling is understanding how the financial statements and supporting schedules link together." -
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
Quantrix Approach to Simplify Complex Financial Problems with Gilbert Hangartner
Tuesday, September 10, 2024 • Duration 49:12
In this episode of the "Financial Modelers Corner," host Paul Barnhurst welcomes Gilbert Hangartner, a financial modeler with a background in science. The discussion delves into the intricacies of financial modeling, the importance of simplicity in model construction, and the application of Monte Carlo simulations to understand risk. Gilbert shares his insights on how to approach financial modeling by asking the right questions rather than having complex formulas.
Gilbert Hangartner is a seasoned financial modeler who transitioned from a career in science, specializing in chemistry and physics, to financial modeling and risk analysis. His scientific training gives him a unique perspective on financial modeling, treating it as both a creative process and a technical discipline. Gilbert emphasizes the importance of simplicity and clarity in building effective models and is an advocate for using models as tools for communication and strategic decision-making.
Key takeaways from this week's episode include:
Understanding the importance of simplicity in modeling
The debate on whether financial modeling is more of an art or a science
Simplifying a problem and understanding the question before diving into model building.
Introduction to Monte Carlo simulations for risk management
A discussion on the limitations of Excel and future of financial modeling
Here are a few quotes from Gilbert Hangartner:
"A good model is not about complexity; it's about clarity and answering the right question." - Gilbert Hangartner
"For me, modeling is a creative act, much like writing a song or painting a picture." - Gilbert Hangartner
"Multi-dimensional modeling is key; real-world problems are never just two-dimensional." - Gilbert Hangartner
"The future of financial modeling lies beyond Excel; it’s time for more advanced, structured tools." - Gilbert Hangartner
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.
Revolutionizing Finance through AI and Data Science with Gabriela Gutierrez
Episode 10
Wednesday, September 4, 2024 • Duration 31:36
In this episode of the Future Finance Show, hosts Paul Barnhurst and Glenn Hopper explore the transformative impact of artificial intelligence (AI) on financial planning and analysis (FP&A). The discussion revolves around how AI tools, from generative AI to sophisticated models like OpenAI's Project Strawberry, are reshaping the finance landscape. The episode features Gabriela Gutierrez, a finance professional turned AI enthusiast, who shares her journey of integrating AI into finance.
Gabriela Gutierrez is a dynamic finance leader and entrepreneur with a strong background in AI, Python programming, and machine learning. She has worked in various financial roles, including FP&A at eBay and as a local CFO for Teads in Germany. Gabriela’s passion for innovation led her to launch a stealth startup focused on AI-powered finance solutions. She shares her insights into the evolving role of finance professionals in the AI era and her experiences in building an AI-centric company.
In this episode, you will discover:
The potential of AI to automate and enhance FP&A processes.
Insights into OpenAI's Project Strawberry and its implications for the finance industry.
The skills finance professionals need to thrive in an AI-driven world.
How Gabriela Gutierrez transitioned from traditional finance roles to becoming an AI-driven entrepreneur.
Predictions on the future of finance jobs in the context of advancing AI technologies.
It's clear that the intersection of AI and finance offers both exciting opportunities and unique challenges. This episode provides a wealth of knowledge for finance professionals to embrace AI as a tool for innovation, efficiency, and strategic growth.
Discover the Power of Simplicity in Financial Modeling With Giles Male
Tuesday, September 3, 2024 • Duration 48:31
In this episode of Financial Modelers Corner, host Paul Barnhurst is joined by Giles Male, who brings his unique perspective on the rapidly changing landscape of financial modeling. Together, they explore how the latest advancements in Excel—such as dynamic arrays and Lambda functions—are revolutionizing the way financial models are built and used. Giles also provides invaluable advice on the importance of simplicity, adaptability, and effective communication in modeling.
Giles Male is a CMA-qualified accountant and a seasoned financial modeler with extensive experience in bid analysis and complex financial modeling. As a co-founder of Full Stack Modeler, Giles is passionate about training and mentoring the next generation of financial modelers. He holds the prestigious Master Financial Modeler (MFM) accreditation from the Financial Modeling Institute, making him one of only seven individuals worldwide to have achieved this honor. Giles brings a wealth of knowledge on modern Excel and its application in financial modeling.
Key takeaways from this week's episode include:
The importance of embracing modern Excel techniques, including dynamic arrays and Lambda functions.
Insights into the changing landscape of financial modeling and why simplicity is often more effective than complexity.
The challenges and rewards of transitioning from traditional modeling methods to modern approaches.
How Giles's experiences in ultra-marathon running have influenced his approach to problem-solving and pushing beyond perceived limits in both personal and professional contexts.
Practical advice on maintaining model integrity, including the use of structured standards like FAST or SMART while adapting to specific project needs.
Here are a few quotes from Giles Male:
"Simplicity is the biggest lesson I’ve learned in my career. Complex models might seem impressive, but they’re often impractical." - Giles Male
"A good financial model should be as complex as it needs to be, but as simple as possible." - Giles Male
"There’s a visibility fog when reviewing your own models. Stepping away and coming back later is essential." -
AI, Technology & The Modern FP&A Mindset – Insights with Dr. Liran
Season 1 · Episode 23
Thursday, August 29, 2024 • Duration 46:45
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." -
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:00] - Welcome to the Episode
[00:24] - SXSW and Startup Energy
[01:00] - Transitioning from Corporate to Startup
[03:25] - Replacing Manual Financial Controls
[05:09] - AI-Powered Financial Graphs at SafeBooks
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[01:28] - Welcome to the Episode
[02:54] - Creating a Custom MBA
[09:46] - Lessons from a Factoring Business
[10:50] - Why People Ignore Cash Flow
[12:27] - Building in Panama vs. the U.S.
[14:12] - Cash Flow Is a Data Problem
[19:21] - Is Cash Flow Forecasting Overlooked?
[21:01] - Building Accurate Collection Models
[23:53] - Real AI Use Cases in Finance
[32:05] - Carlos’s Grounding Habits
[36:53] - Final Thoughts & Key Quote
Paul Medici
From his early career in geology to teaching advanced Excel at top investment banks, Paul brings a wealth of knowledge to the conversation. He emphasizes the importance of building user-friendly models, practicing regularly, and finding the right balance between complexity and functionality.
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: 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 episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.
In Today’s Episode
[01:24] - Introduction to the episode and the guest, Jim Caltabiano
[02:38] - Defining great FP&A and the importance of insights
[04:50] - Jim’s career journey and professional background
[07:12] - Jim’s philosophy of business first, function second
[12:19] - Strategy for learning new businesses as an FP&A professional
[17:06] - Techniques for FP&A professionals to provide insights beyond reports
[25:00] - Managing data quality issues and incomplete information
[28:11] - Insights from Jim’s tenure as Chief Technology Officer
[38:27] - Discussion on the use of generative AI in FP&A
[40:51] - Quick insights on essential technical and soft skills
[49:30] - Closing thoughts and how to connect with Jim
In this episode, Gilbert Hangartner offers a fresh perspective on the world of financial modeling and challenges the conventional wisdom that financial models must be complex to be effective. Whether you're a seasoned modeler or just starting out, Gilbert's insights on Monte Carlo simulations provide valuable guidance on how to enhance your modeling skills and approach.
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 episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.
In Today’s Episode
[01:31] - Introduction to the episode
[02:17] - Leslie’s career journey and background
[02:46] - Discussion about evolution of FP&A
[08:07] - Leslie explains her transition from audit to FP&A
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:59] - Introduction to the episode
[01:43] - Key takeaways from Carl Seidman’s FP&A insights
[07:02] - Exploring OpenAI’s project Strawberry
[11:58] - Gabriela Gutierrez background and career journey
[16:39] - Overcoming challenges in AI integration
[19:51] - Insights on Gabriela’s Stealth Startup
[26:29] - Fun segment: get to know Gabriela
[30:31] - Conclusion and episode wrap-up
Giles Male
In this episode, Giles Male offers a wealth of insights into the evolving world of financial modeling. He emphasizes the importance of simplicity, the transformative power of modern Excel, and the critical need for clear communication in model design. As the industry continues to evolve, Giles’s focus on adaptability, continuous learning, and user-centric design serves as a guide for both seasoned professionals and newcomers alike.
[34:00] - The future of excel and financial modeling
[41:50] - Excel shortcuts and best practices
[47:47] - Conclusion and contact information
Dr. Liran
In 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.
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 episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.
In Today’s Episode
[01:35] - Introduction to the episode and guest, Dr. Liran
[02:57] - What defines great FP&A?
[04:24] - Critical balance between people, processes, and technology
[09:18] - Key considerations for selecting the right FP&A tools
[15:06] - Trends in FP&A technology
[23:32] - The Role of AI in FP&A
[26:00] - FP&A as the front office of organization
[28:46] - The Plan Buddies community
[33:23] - Implementing FP&A tools successfully
[45:27] - Conclusion and closing remarks
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