FP&A Tomorrow

Paul Barnhurst

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.

  1. People First Leadership Lessons for building High-Performing finance teams from one of the TOP 10 Most Admired CEOs in the world, Garry Ridge

    3 DAGE SIDEN

    People First Leadership Lessons for building High-Performing finance teams from one of the TOP 10 Most Admired CEOs in the world, Garry Ridge

    In this episode of FP&A Tomorrow, host Paul Barnhurst welcomes Garry Ridge, former CEO of WD-40 Company and a globally recognized leadership coach, to discuss how company culture and employee engagement can drive business success. With his extensive experience building a culture of trust, respect, and belonging, Garry shares how FP&A professionals can align financial strategy with a purpose-driven organizational culture. From leadership to mental health in the workplace, Garry’s insights provide valuable lessons for creating thriving teams and lasting business impact. Garry Ridge is a purpose-driven leader, coach, and global keynote speaker. As the former Chairman and CEO of WD-40 Company, Garry led the brand to become one of the world’s most trusted names, achieving over 90% employee engagement and consistent shareholder growth. Known as The Culture Coach, Garry helps leaders create values-driven workplaces where learning, innovation, and connection fuel success. He is the author of Any Dumb-Ass Can Do It and co-author of Helping People Win at Work with Ken Blanchard. Expect to Learn: The connection between company culture and business successHow FP&A can guide strategy while fostering engagementWhy servant leadership is key to unlocking innovationPractical advice on building a workplace of belongingThe importance of "learning moments" in continuous improvement Here are a few quotes from the episode: "Great FP&A looks like a road map to a destination that’s directionally very concise and understandable." - Garry Ridge"If only a small percentage of your organization is passionately working on executing your strategy, you’ll get limited outcomes." - Garry Ridge"If you want to create a high-performing culture, focus on building trust, respect, and belonging." - Garry Ridge Garry Ridge offered a powerful vision for the future of leadership and organizational culture, one where trust, respect, and belonging are the foundations of success. He emphasized that great leaders are not just managers, but coaches who inspire their teams to thrive by focusing on values-driven cultures. From building employee engagement to navigating mental health challenges, Garry’s insights provide actionable guidance for leaders looking to create work environments where people feel valued, connected, and empowered to contribute to a greater purpose. Get Certified with the FPAC Credential Earn the only FP&A credential that proves your expertise and commitment to the profession. Use TheFPAGuy-FPAC for $150 off the Exam Use TheFPAGuy-FPACEPP for $100 off the Exam Prep Platform Learn more: https://www.thefpandaguy.com/fpa-certifications AFP FP&A Forum: All insights. Zero spin. March 23 – 25 in Indianapolis This immersive, three-day event is built for financial professionals, by financial professionals, and it’s designed to help you sharpen your skills, stay on top of trends, and connect with peers who understand your challenges. Learn more: https://www.financialprofessionals.org/events/meetings/afp-fp-a-forum Follow FP&A Tomorrow: Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624  Follow...

    53 min.
  2. The Top Skills FP&A Hiring Managers Want from Finance Analysts to Get Hired Fast with William Spengler

    28. AUG.

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

    In this episode of FP&A Tomorrow, host Paul Barnhurst is joined by William Spengler, founder of Frederick Fox, a recruiting firm specializing in placing top-tier finance and accounting talent. They discuss what employers are looking for in FP&A professionals and the growing demand for technical skills such as Power BI, Tableau, and SQL. William shares insights into the current job market, what makes candidates stand out, and why effective communication and a curious mindset are essential for success in finance. The episode is packed with practical advice for job seekers and finance professionals looking to advance in their careers. William is the founder and principal of Frederick Fox, a recruiting firm that specializes in placing finance and accounting talent. Since its launch in 2019, Frederick Fox has grown rapidly, serving over 700 clients with a team of 55+ experienced recruiters. The firm has achieved this growth without outside funding, focusing on speed, accountability, and results. Frederick Fox has redefined the recruiting process, prioritizing lean systems and performance-based partnerships to help companies make confident hires. Outside of work, William is a guitar-playing father of three, a math nerd turned entrepreneur, and an enthusiast of spicy food and hot yoga. Expect to Learn: Why accounting and finance roles are becoming more crucial to businesses todayHow to stand out as an FP&A candidate in a competitive job marketThe importance of mastering technical tools like Power BI, Tableau, and SQLWhy humble curiosity is key to becoming a better business partnerHow recruiters assess FP&A candidates and what skills they prioritize Here are a few quotes from the episode: “Accountants are becoming like the new software engineers. They’re in high demand and increasingly critical to business operations.” - William Spengler“The biggest mistake candidates make is not reaching out directly to hiring managers with relevant examples. Networking is key.” - William Spengler“If you're not networking continuously, you're not future-proofing your career.” - William Spengler William Spengler shared valuable insights into the FP&A job market, highlighting the demand for technical skills, the importance of effective communication, and the value of humble curiosity. His practical advice on networking, understanding business needs, and positioning yourself for success will help both job seekers and finance professionals advance in their careers. World-class Digital FP&A Course Bundle: Sign up for over ten hours of video content with 4 different courses and 8 modules on FP&A topics, including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for? Sign up today: https://bit.ly/4decOf3 Follow FP&A Tomorrow: Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624  Follow William: LinkedIn - www.linkedin.com/in/william-spengler-2193433a Website: https://frederickfox.com/ Facebook: a href="https://www.facebook.com/FrederickFoxGroup/" rel="noopener noreferrer"...

    51 min.
  3. Why Traditional FP&A Fails and How to Lead with Revenue-Driven Planning with Darrell Cox

    21. AUG.

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

    In this episode of FP&A Tomorrow, host Paul Barnhurst explores the transformation of finance into a strategic driver of business performance with seasoned CFO Darrell Cox. They unpack the modern challenges of FP&A, emphasizing how teams can move beyond traditional reporting to become proactive, data-savvy partners across the organization. Darrell shares real-world insights on forecasting, revenue intelligence, sales collaboration, and building a tech-enabled finance function that delivers tangible value. Darrell Cox is the Chief Financial Officer at Una Software, bringing over 25 years of executive leadership across high-growth companies. His background includes CFO roles at Vena Solutions and FreshBooks, as well as leadership positions at Virgin Mobile, Rogers Communications, and ATI Technologies. Known for scaling finance teams and overseeing more than $1 billion in exits and transactions, Darrell focuses on blending financial insight with operational data to elevate finance's role as a strategic partner. Expect to Learn: Why FP&A must evolve into strategic finance to remain relevantHow to continuously improve forecasting through agile, data-rich practicesThe critical role of CRM and daily data in revenue intelligenceHow finance and sales can work together as partners, not opponentsCareer advice for FP&A professionals aiming to become CFOs Here are a few quotes from the episode: “If you're not networking continuously, you're not future-proofing your career.” - Darrell Cox“Come bearing gifts, not with a rubber stamp and a hatchet. That's how you partner with sales.” - Darrell Cox“It’s no good having a beautiful bathroom if there’s no water going to it. You need the plumbing.” - Darrell Cox Darrell Cox brings sharp insights and practical wisdom to this episode of FP&A Tomorrow, shedding light on how finance can step up as a true business partner. Whether you're building forecasts, aligning with sales, or plotting a path to CFO, Darrell's experience and advice offer a roadmap to smarter, more strategic finance. Easy Strategic FP&A: Introducing BEZ (BE EASY), with Agentic AI capabilities to maximize FP&A’s strategic impact. Automate complex FP&A processes and have a conversation with your data. Modern FP&A can Be Easy. Learn more at: https://bit.ly/3H0Dqpp Follow FP&A Tomorrow: Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624  Follow Darrell: LinkedIn - https://www.linkedin.com/in/darrell-cox-547a461/?originalSubdomain=ca Website - https://unasoftware.com/ Follow Paul: Website - https://www.thefpandaguy.com/ LinkedIn - https://www.linkedin.com/in/thefpandaguy Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits

    54 min.
  4. Top Budgeting Tips for FP&A Professionals to Build a Strategic & Smooth Planning Process - Glenn Snyder

    14. AUG.

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

    In this episode of FP&A Tomorrow, host Paul Barnhurst and co-host Glenn Snyder explore what really makes a budgeting process succeed, or fall apart. Drawing from decades of experience in finance and corporate strategy, Paul and Glenn share lessons learned from real budgeting cycles, including where things went wrong and how they were fixed. They cover everything from headcount planning mistakes and unrealistic timelines to aligning business partners and creating buy-in at the executive level. Whether you're in the middle of budget season or preparing for one, this conversation is packed with practical advice you can take straight to your team. Glenn Snyder is a strategic finance leader with deep experience across public, private equity, private equity-owned, and family-owned companies. He currently serves as Head of FP&A at Riveron and brings expertise in financial analysis, corporate strategy, modeling, and budgeting. Glenn has worked across several industries including SaaS (healthcare and telecom), eCommerce, data centers, and FinTech. He is also a Fractional CFO, mentor, and educator, with a long-standing connection to UCLA where he supports students and emerging finance professionals Expect to Learn: Why automation should be baked into FP&A from day oneWhat accountability-based forecasting looks like in practiceHow to shift FP&A from a cost center to an operational partnerPractical methods for protecting your most valuable asset: timeWhy “humble curiosity” is essential to understanding the business Here are a few quotes from the episode: "Fully burdened compensation isn’t just salary plus bonus, there’s a lot more under the hood." - Glenn Snyder"Budgeting is a chance to learn the business, not just fill in a template." - Glenn Snyder"Finance exists to help the business make better, faster decisions." - Paul Barnhurst Glenn Snyder emphasized that budgeting is most effective when it's collaborative, strategic, and grounded in real business understanding. He reminded us that finance’s role is to support decision-making, not just manage numbers. With clear communication and thoughtful planning, budgeting can become a tool for alignment and impact. Easy Strategic FP&A: Introducing BEZ (BE EASY), with Agentic AI capabilities to maximize FP&A’s strategic impact. Automate complex FP&A processes and have a conversation with your data. Modern FP&A can Be Easy. Learn more at: https://bit.ly/3H0Dqpp Follow FP&A Tomorrow: Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624  Follow Glenn: LinkedIn - https://www.linkedin.com/in/glenntsnyder/ Website - onemomentintimenovel.com Follow Paul: Website - https://www.thefpandaguy.com/ LinkedIn - https://www.linkedin.com/in/thefpandaguy Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few...

    1 t. 2 min.
  5. FP&A Framework for Finance Leaders to Drive $15B Growth with AI & Forecasting Tools - Brian McGrath

    7. AUG.

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

    In this episode of FP&A Tomorrow, host Paul Barnhurst welcomes Brian McGrath, Co-Founder and COO of FutureView Systems, to explore how FP&A teams can scale smarter, automate faster, and operate as strategic business partners. With over 20 years of experience leading finance transformations in high-growth companies, Brian dives into why finance must be more than a cost center, it should be a driver of operational success and storytelling. From automation frameworks to AI and the power of curiosity, Brian shares lessons that can help FP&A professionals become essential, not just operational. Brian McGrath is the Co-Founder and COO of FutureView Systems, a firm dedicated to delivering scalable, technology-enabled FP&A solutions for growing companies. A graduate of the University of Florida and UNC Chapel Hill, Brian has helped organizations streamline processes, eliminate manual workflows, and build finance functions that influence real-time decisions. His hands-on experience, systems thinking, and deep commitment to automation and business alignment make his insights invaluable for any finance professional ready to modernize their approach. Expect to Learn: Why automation should be baked into FP&A from day oneWhat accountability-based forecasting looks like in practiceHow to shift FP&A from a cost center to an operational partnerPractical methods for protecting your most valuable asset: timeWhy “humble curiosity” is essential to understanding the business Here are a few quotes from the episode: “The best way to elevate your career? Focus more on your customer’s success than your own.” - Brian McGrath“FP&A should be embedded in operations, helping deploy capital in ways that truly move the business.” - Brian McGrath“Accountability-based forecasting means budget owners own their numbers, finance is there to support, not control.” - Brian McGrath Brian McGrath delivered a compelling vision for the future of FP&A, one where automation, process thinking, and operational alignment are non-negotiable. He emphasized that great FP&A professionals are not just technically skilled, but also curious, empathetic, and strategically embedded within the business. From designing scalable systems to navigating AI and storytelling, Brian’s insights offer actionable guidance for finance leaders looking to evolve from number crunchers to decision enablers. Easy Strategic FP&A: Introducing BEZ (BE EASY), with Agentic AI capabilities to maximize FP&A’s strategic impact. Automate complex FP&A processes and have a conversation with your data. Modern FP&A can Be Easy. Learn more at: https://bit.ly/3H0Dqpp Follow FP&A Tomorrow: Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624  Follow Brian: LinkedIn - https://www.linkedin.com/in/financial-planning-and-analysis/. Website - https://www.futureviewsystems.com/ Follow Paul: Website - https://www.thefpandaguy.com/ LinkedIn - a href="https://www.linkedin.com/in/thefpandaguy" rel="noopener noreferrer"...

    59 min.
  6. How FP&A Pros Build High-Performing Teams through Trust and Problem Solving with Jesse Mishler

    31. JUL.

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

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

    49 min.
  7. CEO Mindset for Finance Pros to Scale Firms, Avoid Failure & Replace Technical Focus - Chris Ortega

    24. JUL.

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

    In this episode of FP&A Today, host Paul Barnhurst, aka The FP&A Guy, welcomes Christopher Ortega for a candid conversation about the evolution of finance and building a business from the ground up. From basketball analogies to real-world advice, this episode blends personal experience with professional insight. Chris opens up about what it takes to grow a consulting business, how to handle setbacks, and why financial professionals need to think beyond spreadsheets and become true business partners. Christopher Ortega is the CEO and founder of Fresh FP&A, a financial strategy firm that supports small and mid-sized businesses with fractional CFO services. With more than 20 years in accounting, FP&A, and finance leadership, Chris has built a career around driving growth, navigating acquisitions, and helping organizations build financial clarity. He’s worked with global companies, led finance teams through complex M&A deals, and now channels that experience into helping others succeed Expect to Learn: Why FP&A needs to evolve from reporting to a real business partnershipHow Chris shifted his mindset from CFO to CEOThe importance of focusing on the right industries instead of trying to serve everyoneWhy failing early became one of his greatest learning toolsWhat to do before you land your first paid client Here are a few quotes from the episode: "You either win or you learn. You only lose if you don’t learn." - Christopher Ortega"To scale, I had to stop thinking like a CFO and start thinking like a CEO." - Christopher Ortega"Sales and marketing taught me more about business than any finance book." - Christopher Ortega Christopher shared valuable insights on evolving from a technical finance role to a strategic business partner, the mindset shift required to grow from CFO to CEO, and the power of narrowing your focus in business. His advice on embracing failure, building with purpose, and putting impact before income offers meaningful takeaways for anyone looking to lead with confidence in the finance world. Corporate Finance Institute: You know the numbers. Now it’s time to own the story. The new FP&A Professional (FPAP) Certification from CFI is built for finance professionals who want to lead with insight, not just report the data. Learn more at: https://corporatefinancialinstitute.pxf.io/c/6003589/3067930/23723 Follow FP&A Tomorrow: Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624  Follow Chris: LinkedIn - https://www.linkedin.com/in/freshcfo/ Website - https://freshfpa.com/our-team/john-kobs-ceo/ Follow Paul: Website - https://www.theFP&Aguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few...

    47 min.
  8. The Budgeting Process Fix for FP&A Leaders to End Chaos and Improve Team Impact with Adam Rakich

    17. JUL.

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

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

    57 min.

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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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