The FP&A Guy Network

Paul Barnhurst

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. hace 5 h

    AI, Power BI, and the Future of Finance Work with Rob Collie

    In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome Robert Collie to discuss artificial intelligence, data analytics, and the future of work. Robert shares his journey from helping build Power Pivot and Power BI at Microsoft to founding P3 Adaptive. He explains how AI is changing the role of finance and data professionals, why strong data foundations still matter, and why continuous learning is essential in an AI-driven world. Robert Collie is the founder and CEO of P3 Adaptive, a Microsoft analytics and AI consulting firm. During his 13 years at Microsoft, he helped lead the development of Power Pivot and Power BI. He is also the author of Power Pivot and Power BI and the upcoming book Fair Game: Customizing AI to Your Business Is Easier Than You Think. In this episode, you will discover: How Power Pivot and Power BI transformed data analytics.Why AI is creating new opportunities for finance professionals.Why adapting skills is critical in the AI era.How businesses can make AI practical and accessible. Robert shares practical insights on combining data expertise, AI, and human judgment to create value in the future of work. Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul: LinkedIn: https://www.linkedin.com/in/thefpandaguy Follow Robert: Website: https://p3adaptive.com/ Book: https://fairgamebook.ai/ LinkedIn: https://www.linkedin.com/in/robcollie/ In Today’s Episode: [03:58] - Building Power Pivot and Power BI at Microsoft [08:56] - Leaving Microsoft and Founding P3 Adaptive [13:36] - AI and the Future of Work [17:13] - Introducing Fair Game [19:41] - Making AI Practical and Accessible [21:31] - Helping Everyone Understand AI

    AI, Power BI, and the Future of Finance Work with Rob Collie
  2. hace 1 día

    AI vs. Financial Modeling World Champion: Who Wins, and What Can We Learn from It

    In this episode of The ModSquad, Paul Barnhurst, Giles Male, and Ian Schnoor are joined by Excel and Financial Modeling World Champions Michael Jarman and Diarmuid Early to discuss a unique “man versus machine” financial modeling challenge. The group breaks down their experience testing AI against expert modelers using real financial modeling and Excel competition cases. They explore where AI performs well, where human judgment still matters, and what the future of financial modeling may look like as AI tools continue to improve. Expect to Learn How AI compares against expert financial modelers in real-world challengesWhere AI adds value and where human judgment remains essentialWhy reviewing and validating AI-generated models is becoming more importantHow AI tools are changing the future role of financial modelersWhy strong modeling fundamentals still matter in an AI-driven world Here are a few quotes from the episode:“AI can build something quick, but if you want it to be right, often the majority of the time is in checking it.” - Michael Jarman“The most interesting question is how do you get from something that works to something you actually feel confident in.” - Diarmuid Early AI is changing the way financial models are built, reviewed, and improved. While AI can increase speed and efficiency, the best results still come from professionals who understand modeling principles, question outputs, and apply human judgement. The future belongs to modelers who can combine technology with expertise. Follow Ian: LinkedIn - https://www.linkedin.com/in/ianschnoor/ Follow Giles: LinkedIn - https://www.linkedin.com/in/giles-male-30643b15/ Follow Michael Jarman: LinkedIn - https://www.linkedin.com/in/michael-jarman-excel/ Follow Diarmuid Early: LinkedIn - https://www.linkedin.com/in/diarmuidearly/ In today’s episode: [00:00] – Trailer [03:59] – Setting Up the Competition [09:50] – AI Competition Commentary [13:02] – Shortcut vs Human Results [16:17] – AI Review Agents [20:11] – Trusting AI Models [29:41] – Future of AI Agents [33:13] – Human Oversight in AI [41:27] – Real-World Modeling Challenges [45:54] – Beyond AI Prompting [47:50] – Future of Financial Modeling [53:20] – Closing Thoughts

    AI vs. Financial Modeling World Champion: Who Wins, and What Can We Learn from It
  3. hace 6 días

    Networking in Finance: The Career Advice Everyone Learns Too Late with Josette Ferrer

    In this episode of FP&A Unlocked, hosts Paul Barnhurst and Glenn Snyder sit down with Josette Ferrer to discuss one of the most overlooked skills in finance: networking. While many finance professionals focus on technical expertise, Josette explains why building genuine relationships is essential for career growth, leadership development, mentorship, and long-term success. Josette Ferrer is the Founder and Managing Director of Clairent Advisors, a valuation and business advisory firm specializing in business and intellectual property valuations. She also serves as President of the San Francisco Bay Area chapter of Financial Executives International (FEI) and is actively involved with organizations including How Women Lead, ProVisors, the American Society of Appraisers, and several executive leadership communities. Expect to Learn: Why networking should start long before you need your next opportunityHow to choose the right networking organizations for your career goalsSimple strategies introverts can use to build meaningful professional relationshipsWhy mentoring and networking naturally go hand in hand Here are a few relevant quotes from the episode: "Networking isn’t transactional, it’s about giving, helping, and building relationships." - Josette Ferrer"You don’t need a title to add value; small gestures can create lasting connections." - Josette Ferrer Networking is a crucial skill for FP&A professionals, enabling stronger relationships, mentorship, and career growth. Starting early and engaging genuinely helps build trust and opportunities over time. Remember, networking is about giving and adding value, not just seeking benefits for yourself. Follow Josette Ferrer: LinkedIn: https://www.linkedin.com/in/josetteferrer/ Follow Glenn Snyder: LinkedIn: https://www.linkedin.com/in/glennsnyder/ 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 [04:22] – What Great FP&A Looks Like [12:36] – Choosing the Right Networking Group [21:23] – Why You Should Start Networking Early [27:39] – Building and Maintaining Your Professional Network [33:18] – Networking Strategies for Introverts [41:21] – The Power of Mentorship [52:05] – Final Networking Advice for Finance Professionals

    Networking in Finance: The Career Advice Everyone Learns Too Late with Josette Ferrer
  4. 29 jul

    AI Is Already Changing Data Jobs: Why You Must Create More Value Now with Rob Collie

    In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome Robert Collie, founder and CEO of P3 Adaptive, for a conversation about artificial intelligence, data analytics, and how finance professionals can prepare for the future of work. Robert shares his journey from helping build Power BI at Microsoft to founding P3 Adaptive and explains why AI is creating both disruption and new opportunities for finance and data professionals. Robert Collie is the founder and CEO of P3 Adaptive, a Microsoft analytics and AI consulting firm. During his 13 years at Microsoft, Robert helped lead the development of Power Pivot and Power BI. He is also the author of the bestselling Power Pivot and Power BI book and hosts the Raw Data with Rob Collie podcast. His upcoming book, Fair Game: Customizing AI to Your Business is Easier Than You Think, explores how organizations can make AI practical and accessible. In this episode, you will discover: How Power BI and Power Pivot changed the way organizations use data.Why AI is creating new opportunities for finance and data professionals.Why sitting still with current skills can create career risks.How companies can build AI systems using strong data foundations.Why semantic models are becoming essential for AI adoption. Robert brings decades of experience in business intelligence, analytics, and AI, sharing practical lessons on how finance leaders and data professionals can adapt, learn, and create value in a rapidly changing environment. Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul: LinkedIn: https://www.linkedin.com/in/thefpandaguy Follow Robert: Website: https://p3adaptive.com/ Book: https://fairgamebook.ai/ LinkedIn: https://www.linkedin.com/in/robcollie/ 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 [00:00] – How AI is changing jobs [02:43] – Robert’s Microsoft journey [06:06] – Power BI and Power Pivot impact [11:25] – Leaving Microsoft for P3 Adaptive [15:43] – AI and the future of data work [19:33] – Making AI accessible [25:13] – AI tools and better workflows [31:11] – AI in career planning [33:38] – AI changing finance and consulting [35:16] – Why semantic models matter [38:35] – Building a strong company culture [40:34] – Robert’s AI book and future plans

    AI Is Already Changing Data Jobs: Why You Must Create More Value Now with Rob Collie
  5. 28 jul

    Can Competition Make You Better at Finance? with Eric Kelley

    In this episode of Financial Modelers Corner, host Paul Barnhurst welcomes Dr. Eric Kelley, Finance Professor | Microsoft MVP (Excel), and one of the leading educators in financial modeling. Eric shares how his passion for teaching, mathematics, and financial markets led him into academia, and why developing scalable financial models starts with understanding the business before opening Excel. Dr. Eric Kelley is a Professor of Finance at the University of Tennessee's Haslam College of Business, a Microsoft Excel MVP, and Faculty Fellow with the Microsoft Excel Collegiate Challenge (MECC). He coaches the University of Tennessee's Excel eSports team, which won the 2024 MECC World Championship, and is passionate about using financial modeling and Excel eSports to prepare students for finance careers. Expect to Learn: Why communication matters as much as modeling skills.Building scalable financial models that last.Common financial modeling mistakes to avoid.How Excel eSports sharpens problem-solving.Why competition improves modeling skills. Here are a few relevant quotes from the episode: "Great financial modelers need strong oral communication skills because they must explain the story behind the model, not just build it." - Dr. Eric Kelley"You're not trying to solve a single problem, you're trying to build a system that can take flexible inputs and generate useful outputs." - Dr. Eric Kelley Eric Kelley shares why financial modelers need more than technical skills, highlighting the importance of communication, problem-solving, and building scalable models. He also discusses how Excel eSports and hands-on learning are helping students develop real-world modeling skills for future finance careers. Follow Eric: LinkedIn: https://www.linkedin.com/in/ekkell/\University of Tennessee: https://haslam.utk.edu/ Follow Financial Modeler's Corner: LinkedIn: 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 get 15% off using the code “Podcast” at https://bit.ly/497oAqW In Today's Episode:[00:00] - Introduction & Dr. Eric Kelley[02:10] - Eric’s Finance Journey[03:17] - The Top Modeling Skill[04:40] - Understanding Your Model[05:33] - Common Modeling Mistakes[08:03] - Excel eSports Explained[10:31] - Performing Under Pressure[11:51] - Coaching Excel Champions[14:22] - Excel eSports in Modeling[17:13] - Teaching with FMI Cases[18:57] - The Future of Financial Modeling

    Can Competition Make You Better at Finance? with Eric Kelley
  6. 23 jul

    Automating Financial Workflows and the Role of Human Judgment with Albert Lee

    In this episode of FP&A Unlocked, host Paul Barnhurst sits down with Albert Lee, FP&A leader, AI finance coach, and corporate trainer, to explore how artificial intelligence is transforming the finance profession. Albert shares practical insights from implementing AI in corporate finance, coaching CFOs, and training finance teams on responsible AI adoption. Albert Lee is an FP&A leader, AI finance coach, and corporate trainer with over 13 years of experience helping finance teams embrace AI and automation. He has led FP&A functions across multinational organizations, including Merlin Entertainments and The Cookware Company, driving forecasting, profitability modeling, and process improvements across APAC. Today, Albert coaches CFOs and finance leaders through the AI Finance Club while delivering AI training for global organizations and professional finance communities. Expect to Learn: Why AI should be your finance copilotHow to build trusted AI workflowsWhen to use AI vs. Power QueryBest practices for secure AI adoptionKey skills for the future of FP&A Here are a few relevant quotes from the episode: "A strong analyst using AI becomes much stronger. A weak analyst using AI simply makes mistakes faster." - Albert Lee"The best FP&A professionals don't just explain the numbers, they explain what they mean and what should happen next." – Albert Lee Albert Lee shares practical insights on using AI to enhance FP&A without sacrificing governance, accuracy, or human judgment. He reminds finance professionals that while AI can dramatically improve productivity, true business value comes from combining the right technology with strong data practices, critical thinking, and trusted business partnerships. Follow Albert: Website - https://axiomfpa.com/ LinkedIn - https://www.linkedin.com/in/albert-lee-fcpa-869478118/ 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 [02:14] – Meet Albert Lee [03:34] – Why Copilot? [05:27] – AI Automation Journey [09:47] – AI Training & Coaching [19:51] – AI Challenges [23:50] – AI Workflows [28:18] – AI Governance [31:23] – AI's Strengths & Limits [39:40] – Career Advice & Wrap-up

    Automating Financial Workflows and the Role of Human Judgment with Albert Lee
  7. 22 jul

    Why Forecasting Is Not Broken, but Your Data Systems & AI Misuse Are the Problem with Alex Brower

    In this episode of Future Finance, host Paul Barnhurst and co-host Glenn Hopper are joined by guest Alex Brower, co-founder and CEO of QFlow.ai, to explore why forecasting problems often begin with the data layer. They discuss data plumbing, semantic alignment, Model Context Protocols (MCPs), vibe coding, and how finance and go-to-market teams can work from shared definitions to improve forecast quality and analysis. Alex Brower is the co-founder and CEO of QFlow.ai, helping finance and go-to-market teams connect data, improve forecast accuracy, and boost analyst productivity by up to five times. He previously led finance and marketing at high-growth tech firms like AppTelligent (acquired by VMware) and Cloud Academy (acquired by QA). In this episode, you will discover: How data hygiene and shared definitions improve forecastingWhy unified data alone does not solve business alignment issuesMCP vs semantic layers for reliable analysisThe risks of untested AI-generated analysisWhy AI cost and governance matter Alex explains how QFlow helps companies prepare data, run planning workflows, and turn analysis into board-ready stories. Follow Alex: Website: https://qflow.ai/ LinkedIn: https://www.linkedin.com/in/alexbrower/ 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] – Introduction [02:15] – Data & Forecasting Challenges [06:43] – MCP vs Semantic Layers [09:55] – AI Coding Risks [15:52] – QFlow Data Preparation [18:10] – Planning & Business Insights [20:51] – Closing Thoughts

    Why Forecasting Is Not Broken, but Your Data Systems & AI Misuse Are the Problem with Alex Brower
  8. 21 jul

    The Human Financial Modeler: AI insights from 60+ global experts

    In this episode of Financial Modeler's Corner, host Paul Barnhurst is joined by Ian Schnoor, Executive Director of the Financial Modeling Institute. They discuss the future of financial modeling in the age of AI, with a focus on how modelers are using AI today, where human judgment still matters, and what governance, ethics, and skill development look like going forward. Expect to Learn: Why communication skills are critical for financial modelersHow to build models as flexible systems instead of one-time solutionsHow Excel Esports helps students develop real-world modeling skillsHow competitions can improve financial modeling education Here are a few quotes from the episode: "86% of the council members are using AI for modeling tasks" – Ian Schnoor"The shift, there will be a shift, of course, from construction to judgement" – Ian Schnoor Ian Schnoor shares why AI should enhance, not replace, human expertise in financial modeling, emphasizing judgment, governance, and strong foundational skills. He also offers practical career advice for aspiring modelers and highlights why mastering the fundamentals remains essential in an AI-driven future. Follow Ian: LinkedIn - https://www.linkedin.com/in/ianschnoor/ Follow Financial Modeler's Corner: LinkedIn: 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 get 15% off using the code “Podcast” at https://bit.ly/497oAqW In Today’s Episode: [00:00] –Trailer [03:25] – Ian’s Modeling Journey [06:20] – Building Modeling Skills [09:59] – Global Leadership Council Report [14:40] – AI Use in Financial Modeling [21:31] – Human Judgment in Modeling [26:09] – Trust and AI Governance [30:11] – Ethics and the Future of Modeling [44:14] – Final Thoughts on Modeling Careers

    The Human Financial Modeler: AI insights from 60+ global experts

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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.

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