The Finance Leader Podcast

Stephen McLain

What separates finance professionals who influence strategy from those who only report the numbers? The answer isn't better spreadsheets. It's developing the judgment, leadership, and business acumen to become a trusted strategic advisor. The Finance Leader Podcast helps finance and accounting professionals, FP&A teams, controllers, CFOs, business owners, and executive leaders strengthen the connection between finance, operations, and strategy. Episodes provide practical insights, proven frameworks, and real-world lessons to help you improve decision making, develop executive presence, build stronger partnerships across the organization, and create measurable business value. Hosted by Stephen McLain, a retired U.S. Army Finance Officer and corporate FP&A and accounting consultant, the podcast combines military leadership experience with practical corporate finance expertise to help finance professionals lead with greater confidence and strategic impact. Start with the trailer, then subscribe so you never miss an episode. Thank you!

  1. 5d ago ·  Bonus

    Small Business Series - A Practical Pricing Checkup, Are You Charging Enough (Ep 3)

    Send us Fan Mail Bonus episode # 100: You can be fully booked, gaining customers, and still feel like the business never throws off real money and pricing is often the reason. We take a hard look at the question many small business owners avoid: what if you are not charging enough for what you already sell? When pricing is off, it quietly hits revenue, profit margin, and cash flow all at once, and “more sales” can actually magnify the damage. The goal is not to charge the highest price possible, but to set a sustainable price that matches customer value, market conditions, and the profitability your business needs to grow. If this helped, subscribe, share it with a business owner friend, and leave a review with the pricing challenge you are facing right now. Please connect with me on: 1. Instagram: stephen.mclain 2. Twitter: smclainiii 3. Facebook: stephenmclainconsultant 4. LinkedIn: stephenjmclainiii For more resources, please visit Finance Leader Academy:  financeleaderacademy.com. Support the show Stephen is an experienced Finance Professional and Leader who offers fractional CFO services and development opportunities. Please visit his LinkedIn profile or Finance Leader Academy for more information. The views and information shared on The Finance Leader Podcast are intended solely for educational and informational purposes. They do not constitute financial, accounting, tax, legal, investment, or other professional advice. Always seek guidance from a qualified professional before making decisions related to your specific circumstances.

  2. Aug 6 ·  Bonus

    Small Business Series - Why Sales Growth Can Still Feel Like Struggle (Ep 1)

    Send us Fan Mail Bonus episode # 98: Revenue can be up and your stress can still be up right along with it. If your business is selling more but cash feels tight, your credit card is creeping higher, and you cannot explain where the money went, we are looking at the wrong scoreboard. We walk through the difference between revenue, gross profit, and net profit in plain language, then use a simple real-world example to show how “great sales” can turn into surprisingly small profit once direct costs and overhead hit. From underpricing and discounting to growth-driven expenses like contractors, software, ads, inventory, and equipment, we lay out the most common reasons sales volume can hide weak margins. We also call out the hidden costs that quietly erase your wins, including revisions, admin time, payment processing fees, travel, rework, and unpaid consultations. Please connect with me on: 1. Instagram: stephen.mclain 2. Twitter: smclainiii 3. Facebook: stephenmclainconsultant 4. LinkedIn: stephenjmclainiii For more resources, please visit Finance Leader Academy:  financeleaderacademy.com. Support the show Stephen is an experienced Finance Professional and Leader who offers fractional CFO services and development opportunities. Please visit his LinkedIn profile or Finance Leader Academy for more information. The views and information shared on The Finance Leader Podcast are intended solely for educational and informational purposes. They do not constitute financial, accounting, tax, legal, investment, or other professional advice. Always seek guidance from a qualified professional before making decisions related to your specific circumstances.

  3. Jul 29

    Developing the FP&A Training Plan - Building a More Strategic Finance Capability

    Send us Fan Mail Episode # 157: We walk through how we build an FP&A training plan that develops individual talent while raising the effectiveness of the whole finance organization. That starts with a formal development strategy, not ad hoc learning squeezed in when time allows. We talk about the capabilities that separate high-performing FP&A teams from strong reporting teams: business acumen, critical thinking, stakeholder management, leadership, decision support, and financial storytelling that makes recommendations clear and usable. We also get practical about how to turn analysts into trusted strategic business partners. That means immersing FP&A in the functions they support, teaching curiosity and root-cause thinking, and creating real exposure to strategic planning, capital decisions, pricing, product discussions, and post-implementation reviews. Along the way, we address how to build a culture of continuous improvement through peer learning and safe experimentation with automation and AI in FP&A, plus how to measure training success by impact, not courses completed. Episode outline:  Why FP&A needs a formal development plan,Our goal is to develop strategic business partners,Creating a culture of continuous improvement,Measuring training success. Please connect with me on: 1. Instagram: stephen.mclain 2. Twitter: smclainiii 3. Facebook: stephenmclainconsultant 4. LinkedIn: stephenjmclainiii For more resources, please visit Finance Leader Academy:  financeleaderacademy.com. Support the show Stephen is an experienced Finance Professional and Leader who offers fractional CFO services and development opportunities. Please visit his LinkedIn profile or Finance Leader Academy for more information. The views and information shared on The Finance Leader Podcast are intended solely for educational and informational purposes. They do not constitute financial, accounting, tax, legal, investment, or other professional advice. Always seek guidance from a qualified professional before making decisions related to your specific circumstances.

  4. Jul 21

    SWOT Analysis for a Competitive Strategic Advantage

    Send us Fan Mail Episode # 156: Most SWOT analyses fail for one simple reason: they end as a four-quadrant chart instead of becoming a set of decisions. I’m breaking down how to run a strategic SWOT assessment that actually changes what you do next so you can outperform competitors over the next three to five years, not just document what you already know. We walk through what SWOT analysis is really for in modern strategic planning: clarifying your competitive position, surfacing vulnerabilities early, spotting emerging market trends, and choosing investment priorities when capital, time, and leadership attention are limited. I also explain why SWOT can’t be a solo assignment. It needs executive sponsorship and real input across the business, from sales and marketing to operations, IT, HR, legal, accounting, and finance, so you get an honest view of strengths, weaknesses, opportunities, and threats. From a finance leader perspective, I share how CFOs and FP&A teams can anchor the process in data instead of opinion, using profitability analysis, cash flow trends, ROIC, retention, productivity, and operating metrics to test assumptions. We dig into scenario planning and sensitivity analysis to model uncertainty, then cover how to convert SWOT themes into a strategy plan with clear owners, resources, milestones, KPIs, and business outcomes. Finally, we talk about where AI can accelerate research, competitor benchmarking, and trend detection without replacing executive judgment. Episode outline:  Why Every Organization Needs a Strategic SWOT assessment,Building the Right SWOT Analysis Team and Value-added Process,Converting your SWOT assessment Into a Strategy plan. Please connect with me on: 1. Instagram: stephen.mclain 2. Twitter: smclainiii 3. Facebook: stephenmclainconsultant 4. LinkedIn: stephenjmclainiii For more resources, please visit Finance Leader Academy:  financeleaderacademy.com. Support the show Stephen is an experienced Finance Professional and Leader who offers fractional CFO services and development opportunities. Please visit his LinkedIn profile or Finance Leader Academy for more information. The views and information shared on The Finance Leader Podcast are intended solely for educational and informational purposes. They do not constitute financial, accounting, tax, legal, investment, or other professional advice. Always seek guidance from a qualified professional before making decisions related to your specific circumstances.

  5. Jul 14

    Overcome the AI Overwhelm

    Send us Fan Mail Episode # 155: AI can feel like it’s coming for your job while you’re still trying to close the month. If you’ve felt overwhelmed by artificial intelligence, unsure which tools matter, or worried you’re falling behind, we’re going to slow it down and make it practical, especially for finance leaders, FP&A, accounting, and anyone responsible for decisions, controls, and credibility. We start with the real reason AI creates anxiety: finance professionals build careers by becoming experts, but AI changes too fast to “master” in the old way. I explain why information overload fuels fear, what AI can do well today, and where human judgment remains essential for critical decisions and strategic leadership. We also talk about responsible AI use, including following organizational policies so you don’t accidentally expose sensitive company information. Then we shift the mindset that unlocks confidence: don’t start with AI, start with the business problem. I share the questions I want every finance team asking, from repetitive work that wastes time to reports nobody reads to decisions that need better insight. From there, I walk through a simple confidence-building progression: awareness, personal productivity, financial analysis, and finally using AI to elevate your role as a true strategic partner, not just someone who automates reporting. Episode outline:  Why AI creates so much anxiety,Shift your mindset from technology to business problems, andBuild your confidence in using Artificial Intelligence effectively. Please connect with me on: 1. Instagram: stephen.mclain 2. Twitter: smclainiii 3. Facebook: stephenmclainconsultant 4. LinkedIn: stephenjmclainiii For more resources, please visit Finance Leader Academy:  financeleaderacademy.com. Support the show Stephen is an experienced Finance Professional and Leader who offers fractional CFO services and development opportunities. Please visit his LinkedIn profile or Finance Leader Academy for more information. The views and information shared on The Finance Leader Podcast are intended solely for educational and informational purposes. They do not constitute financial, accounting, tax, legal, investment, or other professional advice. Always seek guidance from a qualified professional before making decisions related to your specific circumstances.

  6. Jun 30

    How Agile Strategy Can Transform FP&A from a Reporting Function to a Strategic Business Partner

    Send us Fan Mail Episode # 154: Most FP&A teams aren’t short on effort they’re short on time to think. When the calendar is dominated by budgets, monthly reporting, variance explanations, and forecast refreshes, finance can end up reacting to problems after they’ve already hit results. That’s risky in a world of rapid market shifts, customer behavior changes, supply chain disruption, and nonstop technology transformation. We walk through how agile strategy applies to financial planning and analysis without throwing out long-term goals. The difference is execution: shorter planning cycles, frequent reassessment, rolling forecasts, and continuous scenario analysis that keep assumptions current. I explain why traditional FP&A models become reactive, especially when finance is separated from sales, marketing, operations, HR, and supply chain and only sees emerging issues once they appear in the financial statements. Episode outline:  What is Agile Strategy?Why traditional FP&A can become reactive, andLet’s examine some key agile principles. Please connect with me on: 1. Instagram: stephen.mclain 2. Twitter: smclainiii 3. Facebook: stephenmclainconsultant 4. LinkedIn: stephenjmclainiii For more resources, please visit Finance Leader Academy:  financeleaderacademy.com. Support the show Stephen is an experienced Finance Professional and Leader who offers fractional CFO services and development opportunities. Please visit his LinkedIn profile or Finance Leader Academy for more information. The views and information shared on The Finance Leader Podcast are intended solely for educational and informational purposes. They do not constitute financial, accounting, tax, legal, investment, or other professional advice. Always seek guidance from a qualified professional before making decisions related to your specific circumstances.

  7. Mar 3

    Start Shaping Strategic Decisions Instead of Only Reporting Financial Results, Deliver Real Impact to Senior Leaders

    Send us Fan Mail Episode # 153: Strategy rarely changes because of a perfect variance report. It changes when someone connects the numbers to what customers feel, what operations can deliver, and which levers will protect margin and growth. We dig into how FP&A analysts and staff accountants can stop just reporting results and start shaping what happens next by diagnosing drivers, partnering across functions, and communicating like executives. We start with a mindset reset: reporting performance is not the same as shaping performance. You will hear practical ways to move from scorekeeper to strategist, including turning variance reports into conversations, using price‑volume‑mix to explain revenue shifts, and running simple scenario and sensitivity analyses  If you are ready to think and operate at a higher level, start building the CFO mindset now: keep technical excellence, expand business acumen, and practice clear, decisive storytelling that earns influence.  Episode outline: Shift from scorekeeper to strategist,Build credibility by understanding the business beyond finance, andCommunicate like an executive so your analysis actually drives action. Please connect with me on: 1. Instagram: stephen.mclain 2. Twitter: smclainiii 3. Facebook: stephenmclainconsultant 4. LinkedIn: stephenjmclainiii For more resources, please visit Finance Leader Academy:  financeleaderacademy.com. Support the show Stephen is an experienced Finance Professional and Leader who offers fractional CFO services and development opportunities. Please visit his LinkedIn profile or Finance Leader Academy for more information. The views and information shared on The Finance Leader Podcast are intended solely for educational and informational purposes. They do not constitute financial, accounting, tax, legal, investment, or other professional advice. Always seek guidance from a qualified professional before making decisions related to your specific circumstances.

Trailer

4.9
out of 5
12 Ratings

About

What separates finance professionals who influence strategy from those who only report the numbers? The answer isn't better spreadsheets. It's developing the judgment, leadership, and business acumen to become a trusted strategic advisor. The Finance Leader Podcast helps finance and accounting professionals, FP&A teams, controllers, CFOs, business owners, and executive leaders strengthen the connection between finance, operations, and strategy. Episodes provide practical insights, proven frameworks, and real-world lessons to help you improve decision making, develop executive presence, build stronger partnerships across the organization, and create measurable business value. Hosted by Stephen McLain, a retired U.S. Army Finance Officer and corporate FP&A and accounting consultant, the podcast combines military leadership experience with practical corporate finance expertise to help finance professionals lead with greater confidence and strategic impact. Start with the trailer, then subscribe so you never miss an episode. Thank you!

You Might Also Like