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. How Modern Finance Teams Are Automating Billing and Revenue Workflows with AI Tools - Riya Grover

    2 ชม. ที่แล้ว

    How Modern Finance Teams Are Automating Billing and Revenue Workflows with AI Tools - Riya Grover

    In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with Riya Grover to explore how AI is transforming order-to-cash workflows. The conversation explores billing automation, revenue operations, and the evolving role of finance teams. Riya shares her entrepreneurial journey and how Sequence is building the first agentic AR platform. This episode is packed with practical insights for modern finance leaders navigating AI adoption. Riya Grover is the Co-founder and CEO at Sequence. Sequence, backed by a16z with $40M raised, is building the first agentic platform for accounts receivable. The company helps B2B businesses automate quoting, billing, invoicing, and revenue recognition, especially for complex pricing and custom contracts. Prior to Sequence, Riya founded Feedr, a venture-backed company that exited to Compass Group in 2020. She holds an MBA from Harvard Business School and a BA in Economics and Management from Oxford University. In this episode, you will discover: Why building a two-sided marketplace is incredibly difficultHow modern B2B pricing models break traditional billing systemsThe difference between deterministic systems and generative AI in financeWhy human-in-the-loop design is critical for financial AI agentsWhat the future finance tech stack will look like in the next five years Riya explains how complex contracts, usage-based pricing, and custom deal structures create massive billing challenges for growing companies. Sequence solves this by combining deterministic billing foundations with AI-powered workflow agents. The discussion highlights where AI should and should not be used in finance operations. Trust, auditability, and human oversight remain central to successful AI implementation. Follow Riya: LinkedIn: https://www.linkedin.com/in/riya-grover-a22a4822/ Website: https://www.sequencehq.com/ Sequence Series A Fundraising: Announcement 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...

    40 นาที
  2. We Tested Claude Opus 4.6 and the Results were Super Impressive

    1 วันที่แล้ว

    We Tested Claude Opus 4.6 and the Results were Super Impressive

    In this episode of The ModSquad, Paul Barnhurst, Ian Schnoor, and Giles Male put Claude 4.6 to the test on real financial modeling accreditation cases. From three-statement forecasts to complex debt sculpting scenarios, the team examines just how far AI tools have come. The results are impressive, but not flawless. The discussion explores what this leap forward means for finance professionals and whether modeling is truly entering a new AI-assisted era. Ian Schnoor is Executive Director of the Financial Modeling Institute (FMI), the global accreditation body for financial modeling professionals. He brings extensive experience in modeling, training, and industry standards. Giles Male is Co-Founder of Full Stack Modeller and a two-time Microsoft MVP. He specializes in Excel, financial modeling systems, and practical AI implementation. Expect to Learn How Claude 4.6 performs on real financial modeling accreditation casesWhere AI tools still make subtle but significant modeling errorsThe difference between automation and augmentation in AI usageWhy strong modeling fundamentals remain essentialPractical ways to begin integrating AI into your modeling workflow Here are a few quotes from the episode: “I’m not even doing this from a testing perspective now. I’m just using it because it’s adding so much value.” – Giles Male“Modeling is just as much about the process as it is about the end result.” – Ian Schnoor Claude 4.6 marks a significant step forward in AI-assisted financial modeling, handling complex builds faster than ever before. However, subtle errors still highlight the need for strong technical knowledge and human oversight. The future of modeling isn’t replacement, it’s skilled professionals using AI to work smarter and deliver greater value. Follow Ian: LinkedIn - https://www.linkedin.com/in/ianschnoor/ Follow Giles Male: LinkedIn - https://www.linkedin.com/in/giles-male-30643b15/ In today’s episode: [04:06] – Testing Claude [11:14] – Augmentation vs. Automation in Modeling [18:14] – The Value of Documentation in Modeling [28:43] – Debt Modeling with AI [33:20] – Transition from Manual to AI-Enhanced Modeling [38:16] – Testing with New Tools [41:24] – Debt and Equity Modeling with AI [46:45] – Claude's Progress & Areas for Improvement [57:33] – Final Thoughts

    1 ชั่วโมง
  3. FP&A Career Path for Finance Professionals to Become Strategic CFOs with Rey Del Valle

    6 วันที่แล้ว

    FP&A Career Path for Finance Professionals to Become Strategic CFOs with Rey Del Valle

    In this episode of FP&A Unlocked, host Paul Barnhurst sits down with Rey del Valle to discuss what it really takes to move from reporting the business to steering it. Rey shares lessons from more than 25 years across media, entertainment, ecommerce, and fintech, explaining why curiosity, collaboration, and driver-based modeling are essential to effective finance leadership. Rey del Valle is a strategic CFO with deep roots in FP&A, having built his career at organizations such as FedEx, Norwegian Cruise Line, MTV Networks, and The Walt Disney Company. He has since served as CFO and advisor for companies including Ticketmaster, AXS, Guitar Center, OpenX, and several entertainment-focused fintech platforms. Expect to Learn: What great FP&A looks like beyond spreadsheets and reportingThe biggest mindset shift required when moving from FP&A to CFOWhy curiosity and operational understanding matter in financeHow collaboration plays a key role in successful turnaroundsHow benchmarks and driver-based models uncover opportunities Here are a few relevant quotes from the episode: “FP&A is about taking data and turning it into actionable insight so the business can actually do something with it.” - Rey del Valle“Our role in finance is not to look at numbers for their own sake, it is to help the company make better decisions.” - Rey del Valle Rey shares practical insights on how FP&A teams can become stronger strategic partners by understanding business drivers, building models that support decision-making, and working closely with operations. He emphasizes that finance leaders create the most value when they listen first, stay curious, and help teams translate strategy into execution, especially during periods of change. Campfire: AI-First ERP: Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform. Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguy Follow Rey: LinkedIn - https://www.linkedin.com/in/reydelvalle/ Company - https://www.linkedin.com/company/everestadvisorsllc/ Earn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details. In Today’s...

    49 นาที
  4. Claude AI to Automate Bookkeeping with Real Business Workflows

    18 ก.พ.

    Claude AI to Automate Bookkeeping with Real Business Workflows

    In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper discuss their latest experiences in the finance world. They explore how tools like Claude and Copilot are transforming workflows, and Glenn shares how he tackled personal finance challenges, from tracking expenses to handling journal entries. Glenn also highlights a real-world example of using these tools for bookkeeping and expense tracking, giving listeners insights into how these technologies can streamline financial tasks. In this episode, you will discover: How tools are changing workflows in finance and accountingReal-world use of tools for bookkeeping and expense trackingThe speed of technology development and its impact on financial tasksHow small businesses can leverage Excel for planning and reportingThe challenges and benefits of using financial assistants for business workflows Paul and Glenn discuss how tools like Claude and Copilot are transforming finance workflows, saving time, and improving efficiency. The future of finance is evolving rapidly, and businesses of all sizes should embrace these innovations to stay ahead. 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: [00:45] – Glenn's Recent AI Breakthroughs [02:24] – Frustration with ChatGPT & Switching to Claude [04:22] – Using Claude for Personal Finance [07:00] – Organizing Expenses & Journal Entries [09:45] – Claude’s Role in Financial Workflow Automation [11:15] – Copilot vs. Claude: A Quick Comparison [14:00] – AI’s Influence on Financial Planning Tools [16:45] – Rapid AI Advancements and Global Competition [19:15] – Closing Thoughts & Final Remarks

    20 นาที
  5. AI in Finance for Modelers to Succeed by Mastering the Fundamentals with Chris Reilly

    17 ก.พ.

    AI in Finance for Modelers to Succeed by Mastering the Fundamentals with Chris Reilly

    In this episode of Financial Modeler's Corner, host Paul Barnhurst is joined by Chris Reilly, founder of Financial Modeling Education, for an insightful discussion on the importance of mastering financial modeling fundamentals in the age of AI. Chris shares his perspective on how AI is transforming the modeling industry, why understanding the basics is more important than ever, and how dynamic arrays are changing the modeling landscape. Chris Reilly is a financial modeling expert with over 91,000 students trained globally. He has a diverse background, having worked in private equity and FP&A, and has developed a range of training programs through Wall Street Prep, Wharton, LinkedIn Learning, and his own courses. Chris emphasizes that strong foundational knowledge in finance and accounting is crucial to leveraging AI and new technologies effectively. Expect to Learn Why mastering the fundamentals of financial modeling is essential in an AI-driven worldHow Chris integrates AI tools to enhance his modeling workThe role of dynamic arrays in streamlining financial modelsThe balance between technical skills and business decision-makingInsights on why complex models aren't always better Here are a few quotes from the episode: “AI is a magnifier. If you know what you're doing, it helps you get more done. If not, it makes problems worse.” - Chris Reilly“The real goal of any model is to help the business understand what to do next, not just to show off technical skills.” - Chris Reilly Chris highlights how AI can help with dynamic arrays and improve model efficiency, but stresses that it should never replace the need for a strong understanding of financial fundamentals. His focus is on helping modelers leverage the right technology without bypassing essential knowledge. Follow Chris: LinkedIn: https://www.linkedin.com/in/chris-reilly-mission-capital/ Homepage: https://www.financialmodelingeducation.com/ Email list: https://financialmodelingeducator.com/ 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’. Visita href="http://www.fminstitute.com/podcast"

    16 นาที
  6. Establishing A Mission, A Culture And Trust Is Key To Building A High Performing FP&A Team With Aswin

    12 ก.พ.

    Establishing A Mission, A Culture And Trust Is Key To Building A High Performing FP&A Team With Aswin

    In this episode of FP&A Unlocked, host Paul Barnhurst sits down with Aswin Saravanan, VP of Finance at Qualtrics, to explore what it really takes for FP&A teams to move from insight to action. Aswin shares why trust is the foundation of strategic finance, how culture and vision enable better decision making, and why simplicity in financial modeling often delivers the greatest impact Aswin is a strategic finance leader with over a decade of experience across global technology companies. He specializes in connecting strategy to execution and helping finance drive business outcomes. Currently the VP of Finance at Qualtrics, he brings deep expertise across corporate, product, and go-to-market finance. He has previously held leadership roles at Microsoft and HubSpot. Expect to Learn What great FP&A looks like as a strategic business partnerWhy is trust required to move from insight to actionHow culture and vision shape high-performing FP&A teamsThe importance of simple financial models over complex onesHow FP&A teams create strategic value that influences the future Here are a few relevant quotes from the episode: “Taking something from insight to action requires trust. Without trust, nothing really moves.” - Aswin Saravanan“Great FP&A is when the team can be a proactive strategic partner and actually change the trajectory of the company.”- Aswin Saravanan Aswin Saravanan shares practical insights on how FP&A teams can move from reporting to truly influencing business outcomes. By building trust, setting a clear vision, and keeping financial models simple, finance leaders can turn insight into action. The conversation reinforces that strategic value comes from helping the business make better decisions about the future. Campfire: AI-First ERP: Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform. Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguy Follow Aswin: LinkedIn - https://www.linkedin.com/in/aswinsaravanan/ Company - https://www.linkedin.com/company/qualtrics/ Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details. In...

    47 นาที
  7. Claude AI Replaces ChatGPT and Copilot in Finance to Automate Workflows without Planning Tools

    11 ก.พ.

    Claude AI Replaces ChatGPT and Copilot in Finance to Automate Workflows without Planning Tools

    In this episode of Future Finance, Paul Barnhurst and Glenn Hopper explore how AI tools like Claude, Copilot, and Excel agents are transforming financial workflows in 2026. As the finance industry continues to evolve, AI is playing an increasingly crucial role in automating routine tasks, improving accuracy, and boosting efficiency. Paul and Glenn discuss their firsthand experiences with AI-driven tools, from tracking expenses and managing journal entries to building financial models. They also dive into the ways small and medium businesses are utilizing AI-powered Excel agents to streamline their financial processes without the need for expensive, traditional planning tools. In this episode, you will discover: The impact of AI agents in finance and how they simplify workflows.Personal experiences with Claude and Copilot in real-world finance tasks.How to integrate AI into your finance team’s daily tasks.The benefits and challenges of AI-powered automation in finance. Paul and Glenn emphasize the importance of embracing AI in finance, highlighting how tools like Claude, Copilot, and Excel agents are transforming everyday workflows. They encourage finance professionals to experiment with AI, even if it means starting small. 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] – AI’s Role in Finance [03:47] – AI Agents in Excel [06:12] – Claude vs. Copilot [09:27] – Automating Expenses & Journal Entries [15:56] – AI for Financial Models [21:21] – Future of AI in Small Business Finance [26:26] – Workflow Automation in Finance [35:28] – AI & Human Collaboration [39:31] – Experimenting with AI in Finance [41:45] – Data Quality & Governance [43:07] – Key Takeaway

    49 นาที
  8. Financial Modelers Must Master the Fundamentals Before Trusting AI with Chris Reilly

    10 ก.พ.

    Financial Modelers Must Master the Fundamentals Before Trusting AI with Chris Reilly

    In this episode of Financial Modeler’s Corner, host Paul Barnhurst welcomes back Chris Reilly for a deep and practical conversation on financial modeling fundamentals in the age of AI. Chris shares why mastering the basics still matters more than ever, how AI is changing modeling workflows in reality (not hype), and where automation genuinely adds value versus where human judgment is still essential. Chris Reilly is a former private equity professional and financial modeling expert with experience spanning restructuring, FP&A, treasury, and middle market private equity. He began his career at FTI Consulting during the financial crisis, working on major bankruptcies, including Lehman Brothers, before moving to Hilton Worldwide and later into private equity. Chris is the founder of Financial Modeling Education, where he has trained more than 90,000 professionals worldwide, teaching real-life models used to acquire and manage private equity-backed businesses. Expect to Learn Why financial modeling fundamentals matter more than ever in an AI-driven worldHow Chris actually uses AI in real client models versus online hypeWhy simple, well-built models outperform overly complex onesHow to balance technical modeling skills with business decision-making Here are a few quotes from the episode: “AI is a great accelerator if you already understand the fundamentals. If you don’t, it just magnifies the problem.” - Chris Reilly“There’s a missing middle right now where people are skipping the fundamentals and jumping straight to the results.” - Chris Reilly Chris emphasizes that while AI and automation can improve efficiency, they do not replace the need for strong accounting knowledge, modeling fundamentals, and business understanding. He explains that the best modelers focus less on tools and functions and more on clarity, reliability, and helping decision makers understand what to do next. Follow Chris: LinkedIn: https://www.linkedin.com/in/chris-reilly-mission-capital/ Homepage: https://www.financialmodelingeducation.com/ Email list: https://financialmodelingeducator.com/ 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’....

    40 นาที

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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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