FP&A Today

Glenn Hopper
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FP&A Todayポッドキャスト

FP&A Today is the podcast for Financial Planning and Analysis. The weekly show dives into the challenges and opportunities within the world of FP&A, interviewing FP&A leaders, CFOs and other finance pros in order to give you the freshest insights and takeaways. Each week our top guests provide actionable advice about financial planning and analysis – from career goals to navigating challenges, and powerful Excel tips. Our weekly show provides unrivalled insights for navigating FP&A. FP&A Today is brought to you by Datarails. Datarails is the financial planning and analysis platform that automates data consolidation, reporting and planning, while enabling finance teams to continue using their own Excel spreadsheets and financial models. Get in touch at www.datarails.com

  1. 1日前

    How to sell your report successfully- with Skip Kastroll

    Skip Katroll is Senior Director, Insights and Analytics at AmPhil. AmPhil helps big-name nonprofits raise more money and advance their missions. This episode is packed with practical and honest insights and takeaways you can apply to your day job. Skip gives the inside story on creating and selling a report at Amphil, "Unlocking the Secrets of Lost Sales Opportunities", and the approach that he followed. Skip also reveals how a background leading finance at top universities alongside math, economics (and a love of sci-fi) informs his FP&A. Prior to joining AmPhil, Skip was an associate vice provost at Liberty University responsible for the institution’s strategic planning and regulatory compliance.  In this episode:  My multidisciplinary journey (aka “confused youth”) - studying math, economics, educational leadership and religion  (and how it applies to my data insights)  FP&A business partnering at a University Finance team - navigating functions from the Dean of Arts to the Dean of Engineering  3 proven strategies for financial data and analysis getting management to informed decisions Countering “so what, and "why am I am here” approaches from business partners How to navigate ad hoc requestsWhen you don’t have enough access to data  The power of benchmarking  Leading vs lagging indicators  Unlocking the Secrets of Lost Sales Opportunities - a big impact report and the challenges, impact and approach My favorite Excel function Connect and and ask questions to Skip over on LinkedIn: https://www.linkedin.com/in/skipkastroll/ Further Reading: Skip Kastroll: Bridging the Gap: Translating Finance Insights for Effective Decision-Making

    55分

  2. 9月3日

    The power of flexibility in your FP&A career - Laura Bloom

    Laura Bloom started as as a contracts manager for an air cargo company. In a dramatic switch she moved to accounting, then finance and FP&A at top companies including Dotmatics, Salesforce Comcast, and is now senior finance manager at Icertis, a SaaS platform for AI-powered contract intelligence. In 2023 she founded Impact FP&A specializing in Go-To-Market (GTM) finance strategy for companies. In this episode she reveals the importance of flexibility in her career and joining the dots in your story: “For example, with contracts management, you wouldn’t think that would translate into finance and accounting. However, as part of that role I was working with sales to build the sales bids for new business. I was also working very closely with accounting to give them revenue expectations for commercial contracts and OPEX expenses for our commercial properties.” In this episode: My passion for bringing order from chaos in finance Examples from my FP&A including calculating the obsolescence reserve for almost a billion dollars worth of inventory on a biannual basis Building a new model and updating assumptions (transforming the process from 6 months to 60 days and releasing $5m back to the balance sheet) The importance of data minimalism Monte Carlo analysis giving you a wider range of possible outcomes  Tableau as a data visualization tool and digging into commissions Importance of flexibility in a finance and FP&A   Most important FP&A Skill?  The ladder of abstraction The most vital go-to-market finance metrics  Connect with Laura on LinkedIn or email her at contact@impactfpna.com

    55分

  3. 8月29日

    The last frontier: Getting FP&A from Back Office to Brilliant - Daniel Paik

    Former CFO Daniel Paik, turned founder and CEO of CuroWork is at war on back office functions. He vows to “transform back-office departments from cost centers to profit centers” with FP&A in their sights. He says: “I call the back office the last frontier. We are the only ones not measuring ourselves. Therefore we get crap given to us every single day." Here are some of the ways that Daniel Paik, a former CFO, fixed the “back office” mentality in finance teams. Salespeople at one company said that the hardest part of their job is the 4 hours of entering Excel sheets related to forecasts. After looking at the situation, Paik decided to hire a financial  analyst (at $80,000) to take away the pain for salespeople previously diverted away from the selling - bringing in $4m in extra revenue Paik discovered and stopped a recurring report that hasn’t been read by the client in three years - giving back up to 5 hours a week to finance for strategic tasks By analyzing  how a finance professional was performing next to her job description Paik found “she was 140% utilized just on her recurring work” (compared to ad hoc work or project work). “By reallocating a lot of our time to project work we can become a value center or a profit center.” In this episode: ERP SOS! How an  8 month ERP implementation turned into two years  Moving from individual finance contributor to manager: tips and tricks  What Peter Drucker actually said about measurement (and why it matters)  The unmeasured country of Back Office functions Managing finance buckets into recurring work, ad hoc work and projects How to balance a million finance projects The right metrics to measure the finance team Average worker only productive up to 4 hours a day and how to get the most of that time What is a business for?” The real power of a project The power of AI in the back office  Connect with Daniel Paik on LinkedIn: https://www.linkedin.com/in/danielpaik/ CuroWork: https://www.curowork.com/

    1時間3分

  4. 8月20日

    Selling the Stack: Tyler Caskey, Partner at TheBeanCounters

    CFO and Partner, Tyler Caskey loves hunting down and automating manual processes, installing better systems, and redesigning how information is gathered. He adds: “On average I can cut 40% of the time cost out of most finance and payroll teams within 12 months. And with the 40% saved time they can significantly reduce error rates and start to show their true value.” In this episode Tyler talks to Glenn about some of his experiences working with teams from New Zealand, Australia, the US, UK and Europe. This episode covers: Getting dropped into audit in KPMG New Zealand before discovering a  “love for helping messy clients” Nonprofits and the finance of Movember getting up to 3000 transactions per day  How to sell the change of system stack  SAP vs Xero vs QuickBooks  Tech upgrades ahead of a liquidity event How I have seen PE destroy the culture of the business (and some good experiences) Sharing scars and war stories from PE  My finance horror at a restaurant business and why I walked out  CFOs and sniff testing the budget How we are using AI in finance and budgeting   My experience being a CFO in the wild recruitment business  How finance can prepare themselves to make informed tech decisions Involving junior team members on projects Basketball meditation and wellness   Connect and chat with Tyler on LinkedIn https://www.linkedin.com/in/tylercaskey/

    60分

  5. 8月13日

    Getting to an amazing FP&A Data story – Brandon Wilson

    Continuing our “Masters of FP&A Data” series, we have the privilege of hosting Brandon Wilson, Founder and CEO of Steady Dynamic. Brandon works with clients from early-stage startups to Fortune 500 companies giving expertise to those who lack experience building digital solutions. He encourages big ideation, assuming technology can solve any problem, and works to prioritize and constrain scope relative to business objectives. “FP&A has to some degree implemented predictive analytics” he says. “Whether that’s custom or bespoke modeling or just using tools. The next generation is unlocking prescriptive analytics. That is not just presentation or data for the purpose of extracting insights, but insights that come with recommendations and, and the ability to run multiple scenarios. “Real time data acquisition and analytics is also empowering us to do things more on a daily, if not hourly basis, and see things way sooner, uh, from, from an analytics and forecasting perspective.” In the second week of data-nerding-out we have a treat: AI’s transformation of finance and financial modeling Predictive analytics to prescriptive analytics  Moving from cost center to “value add” in finance through the data How best to deliver and integrate your data to enhance financial functions Studying sentiment analysis in your CRM to investigate pipeline  Complex models in FP&A including clustering and Naive Bayes SQL vs no SQL and FP&A The Panama papers What the data environment looks like for FP&A in the next two years  Zero shot prompts and chain of thought prompting  Reverse engineering to get the best AI finance results  Connect with Brandon Wilson on LinkedIn:https://www.linkedin.com/in/bkwilson/

    54分

  6. 8月6日

    Getting more wins from your data - with Nicholas Mann

    Nicholas Mann, founder and CEO Stratos Consulting, has got the best out of the data for hundreds of companies. He has helped data and analytics leaders go from siloed, heterogeneous data source to a  modeled data warehouse and analytics platforms. In this awesome analytics episode he shares some of his experiences: Getting companies on their data journey The importance of FP&A not just staying in their lane  Inner workings of how data is impacting the rest of the business  From deep finance domain expert to understanding the business FP&A Data Maturity Assessment  When Business Grows – how do FP&A teams grow with them? Data Stewards and how they work  Creating a finance and FP&A Center of Excellence  Why I favor the Snowflake ecosystem  What you should hire consultants for – and not hire them for when it comes to finance and data strategy People in data: change management challenges Using AI for variance analysis  About me: rare eye condition achromatopsia and how I have overcome the limitations  Notes fpatoday.scoreapp.com (answer 15 questions to discover where you are in your data data journey) https://stratosconsulting.com/ https://www.linkedin.com/in/nicholas-mann-80855a1a/

    59分

  7. 7月30日

    20 years of top FP&A (from Amazon to Siemens and everything in between)

    Maria del Dado Alonso Sanchez, a recognized and respected Board Member and Chief Financial Officer for large & mid-cap companies has been a finance leader in sectors including e-commerce, technology, gaming ad tech, and online hospitality. She says: “Each sector really presented its unique financial challenges and strategies.”  Learn invaluable lessons about FP&A from Maria who has served more than 20 years at blue chip companies: How I grew as a finance professional at Amazon and the launch of Amazon Prime and Amazon Europe was created Acquiring of Booking.com by Priceline  Azerion growth from 200m Euros to 500m Euros in only two years to IPO and Belin’s Brand Group ended up with a leveraged buyout  From law to finance and my finance career   Core KPIs and metrics across diverse businesses  Getting the “finance footprint” from a CEO before I join Flexibility and adaptability in fast-growth companies Customer obsession at Amazon vs the 80/20 principle at Booking.com My approach to financial modeling  Levering analysts with historical data at C&A Implementing BI tools and justifying the investment  Why AI in finance is a phenomenal opportunity and my role as Board Member for Women in AI Netherlands Kickboxing and karaoke  Connect with Maria del Dado Alonso Sanchez on LinkedIn https://www.linkedin.com/in/mariadeldadoalonsosanchez/

    46分

  8. 7月23日

    For the Love of FP&A: Christian Wattig

    Only our second ever returning guest, Christian Wattig, a veteran former leader of FP&A at P&G, Unilever, and Squarespace, reveals new skills he has learnt as he created the recently-launched 8 week Wharton Financial Planning & Analysis (FP&A) Certificate Program, one of the most comprehensive FP&A training courses on the market. He describes highlights from his career, new strategy, and analysis, and how he sees the future of the profession. In this episode:  The common bond between FP&A educators such as Christian and former host Paul Barnhurst and Glenn FP&A at multinational consumer goods companies P&G and Unilever  Startup FP&A vs Big FP&A Creating FP&A Prep  to the  new Wharton (University of Pennsylvania FP&A) 8 week Online Course  Two great books I recommend The CFO Lens, Ravi Kumar, and Future Ready by Steve Morlidge and Steve Player  Two Fascinating FP&A Things I hadn’t come across in 14 years previously: Business Driver Tree Analysis + Differences-in-Differences Analysis  BI, financial analysis and data science vs FP&A Building an FP&A Team through four phases explained-data focus, story focus, and proactive value creation The importance of FP&A tools and choosing the right one  Key insights and trends for finance we will see this year  Practical uses of AI in FP&A 8-WEEK ONLINE COURSE Financial Planning & Analysis (FP&A) Certificate Program https://wallstreetprep.wharton.upenn.edu/financial-planning-and-analysis-certificate/ Sign up to Christian’s weekly (free) newsletter with tips and practical FP&A advice: fpa prep.com/newsletter Connect with Christian on Linkedin: https://www.linkedin.com/in/christian-wattig/

    58分
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番組について

FP&A Today is the podcast for Financial Planning and Analysis. The weekly show dives into the challenges and opportunities within the world of FP&A, interviewing FP&A leaders, CFOs and other finance pros in order to give you the freshest insights and takeaways. Each week our top guests provide actionable advice about financial planning and analysis – from career goals to navigating challenges, and powerful Excel tips. Our weekly show provides unrivalled insights for navigating FP&A. FP&A Today is brought to you by Datarails. Datarails is the financial planning and analysis platform that automates data consolidation, reporting and planning, while enabling finance teams to continue using their own Excel spreadsheets and financial models. Get in touch at www.datarails.com

情報

  • クリエイター
    Glenn Hopper
  • 配信期間
    22年 - 24年
  • エピソード
    100
  • 制限指定
    不適切な内容を含まない
  • Copyright
    © Copyright 2022 All rights reserved.
  • 番組のWebサイト
    FP&A Today

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