The FP&A Guy Network

Paul Barnhurst
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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.

  1. The Future of FP&A with AI for Finance Professionals to Move Beyond Excel Analysis with Derek Baker

    20小時前

    The Future of FP&A with AI for Finance Professionals to Move Beyond Excel Analysis with Derek Baker

    In this episode of FP&A Unlocked, Paul Barnhurst chats with Derek Baker, the Head of Strategic Finance at Circle, a growth-stage SaaS company. Derek shares insights from his experience in building strategic finance functions, scaling finance teams, and using AI to optimize financial reporting. Derek Baker is the Head of Strategic Finance at Circle, a growth-stage SaaS company focused on building an all-in-one platform for online communities. He has built the Strategic Finance function from the ground up, covering areas like pricing, sales compensation, investor due diligence, and AI-powered financial reporting. Prior to Circle, Derek co-founded The FP&A Hub with Paul Barnhurst and Liran Edelist to support finance professionals. His career spans FP&A roles across SaaS, marketplace, and biotech startups. Expect to Learn: How AI is transforming financial reporting and analysis in FP&A.The role of business partnering in aligning FP&A with strategic decisions.Derek's transition from spreadsheets to AI-driven financial models.How FP&A evolves as companies scale. Here are a few relevant quotes from the episode: “Spreadsheets are great for MVP models, but AI and data warehouses are the future for repeatable, scalable analysis.” – Derek Baker“AI can manage context better than prompts, and this is what drives its power in finance.” – Derek Baker Derek shares that the future of FP&A is all about embracing technology and innovation. He emphasizes that it's no longer just about spreadsheets and traditional methods; it’s about leveraging AI and data to drive smarter financial decisions. By focusing on both the strategic and technical sides of finance, professionals can better align with business goals and create more impactful outcomes. Follow Derek: LinkedIn: https://www.linkedin.com/in/derek-d-baker/ Website: https://community.thefpahub.com/home 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 for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details. In Today’s Episode [00:00] – Introduction & Derek’s Background [06:00] – What Does Great FP&A Look Like? [12:00] – Scaling Finance Functions in Startups [17:00] – The Role of AI in FP&A [22:00] – Building an AI-Powered Financial Reporting System [28:00] – Why Data Architecture is Key to AI Success [33:00] – The Future of Financial Modeling with AI [40:00] – Automating Monthly Finance Reports Using AI [45:00] – Data Integration and Financial Modeling for Future Growth [50:00] – Insights on Scaling FP&A Teams in Tech Startups [53:00] – Final Thoughts & Key Takeaways

    58 分鐘
  2. The Broken Revenue Systems and AI Agents Rebuilding Contract to Cash with Ali Hussain

    1日前

    The Broken Revenue Systems and AI Agents Rebuilding Contract to Cash with Ali Hussain

    In this episode of Future Finance, Paul Barnhurst and Glenn Hopper speak with Ali Hussain, CEO and co-founder of Tabs, an AI-powered platform revolutionizing finance workflows. Ali discusses the limitations of legacy finance systems, the challenges of modern revenue models, and how AI is automating the full contract-to-cash cycle for finance teams. Ali Hussain is the CEO and co-founder of Tabs, where he leads the development of AI-native solutions designed to automate the billing, collections, and revenue recognition process. With a background spanning product leadership at Google, strategy consulting at BCG, and public policy, Ali is at the forefront of the next wave of finance technology. In this episode, you will discover: How automation is transforming the finance sector, particularly revenue managementThe importance of structured data for effective financial solutionsWhy traditional finance systems struggle with modern revenue modelsHow Tabs is automating billing, collections, and revenue recognition This episode provides insights into how automation is reshaping finance, helping businesses manage revenue models and streamline financial tasks. Ali Hussain shares his perspective on simplifying finance workflows and the direction the industry is heading. Follow Ali: Website: https://www.tabs.com Linkedin: https://www.linkedin.com/in/ali-hussain786/ YouTube: https://www.youtube.com/@tabsplatform Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul: LinkedIn - https://www.linkedin.com/in/thefpandaguy Follow QFlow.AI: Website - https://bit.ly/4i1Ekjg 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: [02:00] – Ali's Background and Tabs' Growth [03:00] – Automation in Finance [05:00] – Agents in Finance Workflows [08:00] – Data Quality in Finance [10:00] – Limitations of LLMs in Finance [12:00] – Agents vs Automation [15:00] – The Future of Finance [17:00] – Managing Usage-Based Pricing [21:00] – Closing Thoughts

    21 分鐘
  3. AI in Investment Banking for Analysts to Adapt as Workflows Change but Jobs Remain – Matan

    2日前

    AI in Investment Banking for Analysts to Adapt as Workflows Change but Jobs Remain – Matan

    Paul Barnhurst speaks with Matan Feldman, Founder and CEO of Wall Street Prep. Matan shares his insights from his career in investment banking and financial modeling, discussing how AI is transforming the investment banking landscape, its impact on financial modeling, and the future of financial modeling education. He reflects on his journey founding Wall Street Prep and the lessons he’s learned along the way. Matan Feldman is the Founder and CEO of Wall Street Prep, where he leads business development, course creation, and training programs for clients such as Morgan Stanley, J.P. Morgan, The Wharton School, and many others. Before founding Wall Street Prep, Matan worked at Chase Manhattan Bank and J.P. Morgan in investment banking and equity research. Expect to Learn: How AI is changing financial modeling and banking workflowsThe evolving role of financial modelers in an AI-driven worldHow AI speeds up repetitive tasks, letting analysts focus on higher-level judgmentWhy are core financial modeling skills still essential despite AI advancements? Here are a few quotes from the episode: "AI is already helping junior analysts by taking over repetitive tasks, but we're just scratching the surface.""AI has the potential to completely reshape how investment banks operate, but it's still in its early stages." Matan Feldman highlights how AI is revolutionizing investment banking and financial modeling, improving efficiency and allowing analysts to focus on higher-level tasks. While AI tools are reshaping workflows, Matan stresses that core financial modeling skills and human judgment remain essential in this evolving industry. Follow Matan: Website: https://www.wallstreetprep.com/ LinkedIn: https://www.linkedin.com/in/matanfeldman/ Follow Financial Modeler's Corner: LinkedIn Page: https://www.linkedin.com/company/financial-modeler-s-corner/ Newsletter - Subscribe on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation today and receive 15% off by using the special show code ‘Podcast” Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register. In today’s episode: [05:55] – AI in Banking [07:00] – AI’s Banking Impact [10:00] – Future of Modeling [12:00] – Role of Modelers [14:00] – AI’s Opportunities [15:00] – AI in Advisory [17:00] – Banking’s Future with AI [19:00] – Analyst’s Future [20:00] – AI’s Effect on Banking [22:00] – AI and Careers

    19 分鐘
  4. Your Data Won't Convince Anyone. Do This Instead. | Gabrielle Dolan on FP&A Storytelling

    5月14日

    Your Data Won't Convince Anyone. Do This Instead. | Gabrielle Dolan on FP&A Storytelling

    FP&A & AI Software Showcase: Explore Leading Tools FP&A leaders are embracing AI, and we’re here to help. On May 21st, I’ll host the FP&A & AI Software Showcase, featuring FP&A planning and AI tools like Concourse, Sapien, Drivetrain, and Una AI. Join us for live demos, insights, and no sales pressure. Register today: www.thefpandaguy.com/fpa-software-showcase In this episode of FP&A Unlocked, Paul Barnhurst speaks with Gabrielle Dolan, a global expert in strategic storytelling, about the power of storytelling in business and how it can transform communication. Gabrielle shares her journey from senior leadership at the National Australia Bank to becoming a bestselling author and storytelling expert. She discusses how storytelling helps finance professionals influence decisions, engage teams, and communicate complex messages effectively. Gabrielle Dolan is a global expert in strategic storytelling and communication, having worked with leaders from companies like Amazon, EY, Uber, and the Obama Foundation. With over 20 years of experience in leadership roles and storytelling, Gabrielle is the bestselling author of eight books, including her latest Story Intelligence: The Craft of Authentic Storytelling Made Smarter with AI. She is also the co-host of the podcast Keeping It Real with Jack and Ral, which ranks in Spotify's top 3% most shared podcasts. Expect to Learn:Why storytelling is essential for influencing decisions in finance and business.The impact of authenticity and vulnerability in leadership communication.How AI can enhance storytelling without losing its human touch.Practical tips for finance professionals on how to use stories in presentations. Here are a few relevant quotes from the episode: “Storytelling is not about manipulation, it’s about authentic communication.” – Gabrielle Dolan“AI can be your creative partner, but don’t lose your voice when telling your story.” – Gabrielle Dolan Gabrielle Dolan shared her invaluable insights on the power of storytelling in business, especially for finance professionals. She highlighted how storytelling is a vital tool for influencing decisions, building connections, and making complex messages more memorable. Gabrielle emphasized the importance of authenticity in storytelling and explained how AI can enhance the storytelling process without losing the human connection Follow Gabrielle: LinkedIn - https://www.linkedin.com/in/gabrielledolan/ Podcast Link - https://podfollow.com/keeping-it-real-with-jac-and-ral YouTube Channel - https://www.youtube.com/@KeepingItRealwithJacandRal 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 for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details. In Today’s Episode [00:00] – Trailer [03:18] – Gabrielle's Leadership to Storytelling Journey [06:00] – Challenges in Transitioning to Storytelling [10:00] – Storytelling's Role in Business Decisions [13:37] – Why Data Alone Won't Drive Action [17:44] – Finding the Right Story for Your Message [22:10] – Storytelling and Data in Finance [30:14] – The Power of Story Intelligence in Leadership [35:09] – AI's Role in Enhancing Storytelling [40:15] – Rapid Fire Questions [43:00] – Conclusion & Key Takeaways

    1 小時 3 分鐘
  5. Why Unified Systems are More Important Than Ever in the Era of AI with OneStream CEO Scott Leshinski

    5月13日

    Why Unified Systems are More Important Than Ever in the Era of AI with OneStream CEO Scott Leshinski

    In this episode of Future Finance, Paul Barnhurst and Glenn Hopper sit down with Scott Leshinski, President of OneStream Software, to discuss OneStream's recent acquisition by Hg Capital and the exciting changes it brings to the company’s approach to finance technology. Scott shares how OneStream’s focus on a unified platform is reshaping the finance space, and how integrating smart technology into financial workflows is making a real difference for businesses today. Scott Leshinski is the President of OneStream Software, where he leads OneStream’s growth and innovation. With a background in corporate finance at GE Capital, co-founding Bluestone International, and working at Huron Consulting Group, Scott has a wealth of experience in driving major tech transformations. He joined OneStream in 2021 and was promoted to President in 2023 after helping the company achieve impressive growth. In this episode, you will discover: What OneStream's acquisition by Hg Capital means for its futureThe benefits of using a unified platform in financeHow automation is improving financial processesThe evolving role of automation in financial planning and decision-makingHow OneStream’s tools are helping businesses become more agile and efficient Scott Leshinski highlights the exciting future of finance, where unified platforms and automation are transforming how businesses manage financial workflows. He emphasizes the growing role of technology in making finance processes more efficient and discusses how OneStream is helping companies become more agile. Follow Scott: Website: https://www.onestream.com/ LinkedIn: https://www.linkedin.com/in/scott-leshinski-bb5736b/ Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul: LinkedIn: https://www.linkedin.com/in/thefpandaguy Follow QFlow.AI: Website - https://bit.ly/4i1Ekjg 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] – Intro [03:00] – OneStream's Acquisition Impact [05:00] – Transition from Public to Private [06:00] – Scott's Career Path [10:00] – What OneStream Does [14:00] – The Power of Unified Platforms [18:00] – Automation in Financial Planning [19:00] – The Rise of Automation [26:00] – Building Trust in Automation [29:00] – Improving Forecast Accuracy [35:00] – The Future of Finance [50:00] – Fun Questions with Scott [55:00] – Closing Thoughts

    57 分鐘
  6. The Investment Banking Job Hasn't Changed Since 1990. AI Is Changing That with Wall Street Prep CEO Matan Feldman

    5月12日

    The Investment Banking Job Hasn't Changed Since 1990. AI Is Changing That with Wall Street Prep CEO Matan Feldman

    Paul Barnhurst speaks with Matan Feldman, Founder and CEO of Wall Street Prep. Matan shares insights from his career in investment banking and financial modeling, discussing the future of AI in the industry, its impact on investment banking roles, and how it will reshape financial modeling education. He also reflects on his journey founding Wall Street Prep and the lessons he's learned along the way. Matan Feldman is the Founder and CEO of Wall Street Prep, where he leads business development, course creation, and training programs for clients such as Morgan Stanley, J.P. Morgan, The Wharton School, and many others. Before founding Wall Street Prep, Matan worked at Chase Manhattan Bank and J.P.Morgan in investment banking and equity research. Expect to Learn How AI is transforming financial modeling and investment banking workflows.The evolving role of financial modelers in an AI-driven world.How AI accelerates repetitive tasks, enabling analysts to focus on higher-level judgment.Why foundational financial modeling skills remain crucial despite AI advancements. Here are a few quotes from the episode: "A model can either be the most powerful tool or the most frustrating one." – Matan Feldman"Judgment and interpretation will always remain important." – Matan Feldman Matan Feldman shared valuable insights into the evolving role of AI in financial modeling and investment banking. He emphasized the growing importance of business judgment and foundational skills as AI tools continue to reshape the industry. Matan's journey from investment banking to founding Wall Street Prep highlights the ongoing need for both technical expertise and strategic thinking in financial modeling Follow Matan: Website: https://www.wallstreetprep.com/ LinkedIn: https://www.linkedin.com/in/matanfeldman/ Follow Financial Modeler's Corner: LinkedIn Page: https://www.linkedin.com/company/financial-modeler-s-corner/ Newsletter - Subscribe on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation today and receive 15% off by using the special show code ‘Podcast” Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register. In today’s episode: [00:00] – Introduction [02:27] – Matan’s Modeling Nightmare [05:07] – The Journey of Wall Street Prep [08:21] – AI in Investment Banking [14:06] – The Future of Modeling and Automation [22:16] – Opportunities and Concerns in AI [29:48] – AI’s Role in Teaching Financial Modeling [36:02] – Rapid Fire Questions

    47 分鐘
  7. How FP&A Teams Can Improve Decision-Making with Scenario Planning & Financial Models - Michael

    5月7日

    How FP&A Teams Can Improve Decision-Making with Scenario Planning & Financial Models - Michael

    FP&A & AI Software Showcase: Explore Leading Tools FP&A leaders are embracing AI, and we’re here to help. On May 21st, I’ll host the FP&A & AI Software Showcase, featuring FP&A planning and AI tools like Concourse, Sapien, Drivetrain, and Una AI. Join us for live demos, insights, and no sales pressure. Register today: www.thefpandaguy.com/fpa-software-showcase In this episode of FP&A Unlocked, Paul Barnhurst speaks with Michael Gould, a technology entrepreneur and founder of Kaleidoscope, about his extensive experience in financial planning and modelling. Michael shares insights from his 40+ years in the industry, including his work with Anaplan, and discusses how modern finance teams can break free from the limitations of spreadsheets and legacy systems. Michael Gould is a technology entrepreneur and software engineer with over 40 years of experience in financial planning and modeling systems. After studying Mathematics and Computation at the University of Oxford, Michael co-created Adaytum, a leading business planning platform, and later founded Anaplan, a globally successful enterprise planning platform that became a British tech unicorn. Today, he is the founder of Kaleidoscope, focusing on rethinking financial modeling for modern teams and continuing to pioneer innovations that drive better decision-making in business. . Expect to Learn: The challenges and complexities of modern financial modellingHow Kaleidoscope is helping businesses move beyond spreadsheetsMichael's journey from IBM to Anaplan and now KaleidoscopeThe importance of understanding business processes in financial modellingHow AI is impacting the financial modeling landscape Here are a few relevant quotes from the episode: “The key to financial modeling is representing the complexity of a business without over-simplifying it.” – Michael Gould“AI is a powerful tool, but it’s the data context that drives the real value.” – Michael Gould Glenn explains that career growth in FP&A is no longer about following a fixed path or relying on credentials. It comes from building relationships, gaining real experience, and understanding how the business works. He also highlights that strong professionals go beyond numbers by connecting financial results to real business drivers and supporting better decisions. Follow Michael: LinkedIn: https://www.linkedin.com/in/migould/ Website: https://www.kaleidoscope.com/?utm_source=partner_fpandaguys&utm_medium=podcast&utm_campaign=interview 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 for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details. In Today’s Episode [00:00] – Trailer [06:00] – Challenges of Multi-Dimensional Modelling [12:00] – Transitioning to Anaplan [15:00] – Kaleidoscope’s Mission to Help Small Businesses [21:00] – The Role of AI in Financial Modelling [27:00] – The Future of Financial Modelling [33:00] – Key Learnings from the Entrepreneurial Journey [39:00] – How AI is Changing Financial Decision-Making [45:00] – Overcoming the Data Challenges in Finance [51:00] – Final Thoughts on Innovation and Future Trends in Finance [57:00] – Conclusion and Key Takeaways

    1 小時 4 分鐘
  8. AI Agents Are Replacing Finance Workflows While Revenue Gets More Complex with Ali Hussain

    5月6日

    AI Agents Are Replacing Finance Workflows While Revenue Gets More Complex with Ali Hussain

    In this episode of Future Finance, Paul Barnhurst and Glenn Hopper speak with Ali Hussain, CEO and co-founder of Tabs, an AI-powered platform revolutionizing the revenue process for finance teams. Ali discusses how the traditional ERP systems have left revenue management behind, and how Tabs is changing the game by automating the full contract-to-cash cycle. He shares his insights on the complexity of revenue management, AI’s role in financial systems, and why understanding the data context is key to success in AI-powered finance tools. Ali Hussain is the CEO and co-founder of Tabs, where he leads the development of AI-native solutions designed to automate the billing, collections, and revenue recognition process. With a background spanning product leadership at Google, strategy consulting at BCG, and public policy, Ali is at the forefront of the next wave of finance technology. In this episode, you will discover: How AI is transforming revenue management in financeThe importance of data context in AI-powered toolsWhy traditional finance systems fail to address modern revenue modelsHow Tabs automates billing, collections, and revenue recognition Ali Hussain shared invaluable insights into the future of finance, highlighting how AI is revolutionizing revenue management and financial operations. While AI brings immense potential for automation, human judgment remains crucial in making strategic decisions. Follow Ali: Website: https://www.tabs.com Linkedin: https://www.linkedin.com/in/ali-hussain786/ YouTube: https://www.youtube.com/@tabsplatform Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul: LinkedIn - https://www.linkedin.com/in/thefpandaguy Follow QFlow.AI: Website - https://bit.ly/4i1Ekjg 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] – Trailer [03:00] – Legacy Finance Systems [06:15] – Revenue Management Gaps [09:00] – How Tabs Transforms Finance [12:00] – AI in Billing & Rev Rec [15:30] – Clean Data Importance [19:00] – AI vs Human Judgment [22:30] – The Future of AI [25:00] – Complex Revenue Models [29:00] – AI Challenges in Finance [34:00] – Closing Thoughts on AI

    38 分鐘
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預告

關於

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.

資料

  • 創作者
    Paul Barnhurst
  • 活躍年份
    2025年 - 2026年
  • 單集
    342
  • 分級
    兒童適宜
  • 版權
    © Copyright 2026 Paul Barnhurst
  • 節目網站
    The FP&A Guy Network

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