FP&A Today

Glenn Hopper
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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 AI-powered Financial Planning and Analysis platform for Excel users.

  1. 4日前

    From Flight Deck to Finance: Bobby Bray on Military Precision in Analytics and FP&A

    Bobby Bray brings his perspective from more than 20 years in banking and consulting with Capital One, Oliver Wyman, and Regions Bank. The retired Navy Captain with four commands talks about strategic decision-making under pressure, working with Fortune 150 C-Suite executives, and the rigor required in FP&A. He says: “To use an aviation term you need to be able to follow the drop of gas through the engine and understand the different cogs in the engine that turns a drop of gas into thrust, but it also is what turns raw data into usable analytics on the back end.” In this episode  A Truly Non-Traditional Path to Finance Commercial banking as the most educational finance job Discipline and rigor in FP&A Cloud infrastructure changes in the past 7 years  The rigor of a capital market stress test  Explainability of AI in finance

    53 分鐘

  2. 22/12/2025

    Demystifying the Role of the CFO in Growth Stage Companies: Rick Smith

    Five-time CFO Rick Smith has led finance at companies including inVentiv Health Communications, Exos, Parchment, Solera Health before founding Bonfire advisory. He is also the author o fDemystifying the Role of the CFO in Venture and Growth Stage Companies, a no-nonsense approach to the topic. Reviews for the book include: “This book is a must-read if you want to understand how to scale a company as a CFO” and “Should be required reading for CEOs and PE people along with CFOs.” In this episode Smith provides his take on being a CFO and his long background in FP&A, providing insights on: The path from FP&A to CFO (without a CPA) Why I like being CFO at SMBs (sub $50m) Being a dreamer, artist and buildingFP&A  Audits vs QOEs  The unspoken challenges working with PE firms FP&A and M&A – what you need to know  Link to the book: Demystifying the Role of the CFO in Venture and Growth Stage Companies

    1 小時

  3. 11/12/2025

    Building a lean, mean, FP&A team from scratch – Preston Naegle

    Preston Naegle started his career in private equity at Leavitt Equity Partners (founded by Michael Leavitt, the former U.S. Secretary of Health and Human Services. Negale then moved into the operating world and for more than 2 years has led strategic finance and FP&A at a PE-backed Midway Mechanical Services  in the HVAC (Heating, Ventilation, and Air Conditioning) industry at the company which has completed 15 acquisitions (3 in 2025 alone) within the mechanical, electrical, and plumbing sector across the Western US region.  In this episode An origin story in Private Equity Learning from a “firehose” of business models  Bringing PE thinking to a head of finance role at Midway Mechanical  Bringing people with you as you create FP&A, budget and forecasting processes Choosing an FP&A solution Enhancing time to insights that bring long-term business partnering and profit growth

    47 分鐘

  4. 04/12/2025

    Aligning Sales and FP&A: Adam Shilton

    Glenn reconnects with Adam Shilton—who reveals the highs and lows of more than a decade selling to finance teams and what 134 deals in 36 months taught him about CFO challenges. The founder, writer, and speaker has now launched his own venture focused on helping entrepreneurs and solo business owners. My Experience selling finance software including SAP Bridging the Sales-Finance Divide: Why pipeline forecasts are inherently “fluffy” The Deposit Game-Changer: Why commission should only be paid on receipt of deposit, not just signature Finance coaching sales on overdue invoices AI and AR automation AI Agents workflows

    1 小時 12 分鐘

  5. 25/11/2025

    CFO of AWA Studios on Building a Hits-Driven Business

    What does it take to be the finance leader behind Hollywood stories? Diya Sagar, CFO of AWA Studios, which produces critically acclaimed, original stories for comics, TV, and movies, joins Glenn Hopper to reveal how she manages the money behind the magic—from funding graphic novels that may not pay off for years to navigating the unpredictable world of graphic novels, film and TV deals.  How a “creator-first” approach shows up in budgets Building a Hits-Driven Portfolio The Ultimate Model: From Page to Screen Economics The 2-4 year timeline  What Boards Really Want in a creative industry

    37 分鐘

  6. 20/11/2025

    From CFO to AI Evangelist: Maria Azatyan on Finance, and Startups

    With more than 20 years of experience helping startups scale from seed to series B, Maria Azatyan has built architectures for companies across ai, robotics and the new space economy, translating complex technologies into numbers. This is coupled with her frank perspective as a single mother balancing finance leadership and advising startups.  Sci-fi Dreams Made Real: sharing experiences with Waymo Setting up ArmGate, empowering entrepreneurs  One month to “two minutes” using AI to work with data Case study: AI to Automate ERA Filings for Venture Funds Role as ex-CFO at DocDoc.ru whose exit was ranked one of Russia’s top five IT & Digital M&A deals.  Problems with cash flow to 45% year-over-year revenue growth  Biggest startup challenges for finance teams

    50 分鐘

  7. 12/11/2025

    What boards want from finance AI strategy: Joyce Li

    Joyce Li, CEO, and chief AI strategist at Averanda Partners, brings a rare combination: CFA charter holder, computer science graduate, MBA from Wharton, Board advisor on AI. She advises on multi-billion dollar investment strategies and works with boards and C-suites on AI strategy, governance, and adoption.  The power of Excel in an AI age The ROI of AI and what boards want to see  15% as the magic AI productivity number  Agents and the future of finance

    46 分鐘

  8. 07/11/2025

    Getting from Good to really Great in your Finance team: Rohini Jain, CFO, Bill.com

    Rohini Jain leads finance strategy at BILL,  which delivers strategic finance capabilities in one integrated platform including AP, AR, expenses and procurement. She has more than 20 years of experience shaping and leading finance, product, and operations teams at global fintech, payments, and e-commerce companies including at PayPal, eBay, Walmart and General Electric.  She spoke to us ahead of the earnings release for Bill.com (November 5) which revealed total revenue at $395.7 million, an increase of 10% year-over-year, and core revenue, (subscription and transaction fees) of $358.0 million, an increase of 14% year-over-year. Bill now serves 498,100 businesses as of the end of the first quarter.  In this episode:  Deciding to choose finance (and disappointing my mother)  The GE “magic” building the next gen of finance leaders Building a diverse skill set in my finance team Love for engaging small and medium-sized business  Challenges and stress of public CFO role  Building agentic capabilities and finance’s future A surprising Excel revelation

    51 分鐘
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關於

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 AI-powered Financial Planning and Analysis platform for Excel users.

資料

  • 創作者
    Glenn Hopper
  • 活躍年份
    2022年 - 2025年
  • 單集
    100
  • 分級
    兒童適宜
  • 版權
    © Copyright 2022 All rights reserved.
  • 節目網站
    FP&A Today

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