32 episodes

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

FP&A Today Paul Barnhurst

    • Business
    • 5.0 • 10 Ratings

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

    Cole Dixon: How Cotopaxi uses FP&A in its Mission

    Cole Dixon: How Cotopaxi uses FP&A in its Mission

    You may not have heard of Cotopaxi. But you have likely heard of similar companies doing something different- Ben & Jerry’s, Allbird, Patagonia, and BrewDog.
    What these companies have in common is B Corp certification. This is awarded to businesses for meeting the highest standards of accountability when it comes to social and environmental impact. Last year Cotopaxi also gave away $1.3million in donations as part of its pledges.
    But how does an FP&A team work to advance this mission? How can FP&A work to achieve goals which are ultimately not about maximizing shareholder wealth.
    Cole Dixon is FP&A Director at outdoor sports company Cotopaxi which has a tagline of Gear for Good on its high performance and eye-catching gear. For Dixon, the FP&A function at the company is central to “upholding a mission of our founders Davis Smith and Stephan [Jacob] that Cotopaxi can get us exploring and make a positive impact on other people’s lives. So we’re really truly committed that all of our products can be repurposed and that we prioritize human rights.” 
    Every FP&A metric – units per transaction, average order value, average store volume, the inventory returns for stores – also incorporates the company-wide mission.
    Listen to the fascinating story from Cole Dixon in this week’s FP&A with Cole Dixon and Paul Barnhurst.
    In this episode Cole reveals:
    The Ecommerce metrics and FP&A role that helped Cotopaxi to open stores during the pandemic
    How FP&A partners with marketing to succeed in new ventures, such as the outdoor gatherings (Questival)
    How Cotopaxi handled scenario planning and cash flow planning as stores closed during the pandemic
    How he dealt with his biggest failure at Skullcandy, the lifestyle audio brand where he managed FP&A prior to Cotopaxi
    How to build an FP&A team from scratch as he did at Cotopaxi
    The importance of constantly “looking forward” to finding new values for in FP&A
    Watch the full show on YouTube.
    Read the full transcript and blog
    Follow Cole Dixon on LinkedIn 
    Follow Paul Barnhurst on LinkedIn
    Follow Datarails on LinkedIn
    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

    • 42 min
    Sruthi Lanka: Why Top Startups see FP&A as Central to Strategy

    Sruthi Lanka: Why Top Startups see FP&A as Central to Strategy

    Engineer-turned-CFO Sruthi Lanka  was drawn  into finance after seeing her parents - themselves brilliant engineers - losing money in the markets. “I couldn't understand how people who could solve incredible math puzzles in their head could not figure out how to make a return in the markets. And so that's what led me down this path of navigating into finance.”
    Today she is CFO at investing app, Public.com, the biggest competitor to Robinhood, famous for the “GameStop Frenzy which rattled markets in January 2021. 
     
    In this episode Sruthi reveals
    Her vision for FP&A as central to business and executive leadership  
    Her experience of The GameStop Frenzy in late January 2021 which coincided with her joining Public.com, helping it explode from “a relatively young startup to having over a million members”
    The centrality of data or analytics partnering with finance and why some engineering and SQL is an important skill set for CFOs
    Her founding membership of FSuite in which StartupCFOs meet to discuss everything from the best tools to complex challenges they are facing 
    Why a regular monthly meeting with FP&A is “sacrosanct” - in order to optimize what is measured and show  progress against targets 
    The importance of FP&A doing the “hard work” of building “simple” financial models
    Watch the full show on YouTube
    Read the full transcript and blog
    Show Links
    FSuite (A thriving, invitation only community where CFOs turn to excel in their career and day-to-day) 
    Follow Sruthi Lanka on LinkedIn
    Follow Paul Barnhurst on LinkedIn
    Follow Datarails on LinkedIn
    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

    • 38 min
    Chris Reilly: Simplifying Private Equity, FP&A, and Financial Modeling

    Chris Reilly: Simplifying Private Equity, FP&A, and Financial Modeling

    Chris Reilly's first finance experience was historic. He worked on the Lehman bankruptcy at the height of the financial crisis in 2008 unwinding the investment bank's portfolio with "sights of empty offices and employees being laid off". This period at management consultancy FTI Consulting occupied days and nights dealing with the aftermath of the financial crisis.
    Following his consultancy days, Reilly moved to  Hilton Worldwide  in a more traditional FP&A treasury senior analyst role. Here he learned to love private equity and ended up pursuing middle market PE in Denver for nearly a decade. In 2020, made his "pipe dream" of setting up his own consultancy business a reality, founding Mission Capital Consulting where he provides custom built M&A and FP&A models. He also runs a successful course Financial Modeling for Private Equity ("I started saying to myself, I wish I could have coached myself or coach an analyst or something like that on how to do this the right way because of all the sleepless nights I spent doing it the wrong way.")
    Chris is a leading voice in finance on LinkedIn, providing his more than 25,000 followers with insights and practical advice each day.
    In this episode he talks to Paul about:
    How he became skilled in finance through “sink or swim”  encounters that taught him modeling and FP&A
    How mastering the Three Statements changed his career trajectory 
    The brutal response from a boss that changed his attitude to financial modeling forever 
    His worst model? (Or why is still haunted by 7,000 rows on multiple tabs)
    Why every financial model starts with the end user in mind (and how to do this practically) 
    Why the model itself should not be considered only a means to a “conversation”.
    Why building a model of their own lives” can be the most powerful  beginning training 
    His new courses including financial modeling for private equity which have attracted five-star reviews
    How he went from fine arts and Spanish double major to a career in finance
    Watch the full show on YouTube
    Read the full transcript and blog
    Show Links
    Link to Chris's course: financial modeling for private equity
    Follow Chris Reilly on LinkedIn
    Follow Paul Barnhurst on LinkedIn
    Follow Datarails on LinkedIn
    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

    • 50 min
    Anders Liu-Lindberg: Start with Why in FP&A

    Anders Liu-Lindberg: Start with Why in FP&A

     
    Anders Liu-Lindberg is the co-founder, partner and COO of the Business Partnering Institute and owner of the largest group dedicated to Finance Business Partnering on LinkedIn. He has ten years of experience as a business partner at global transport and logistics company Maersk.
     
    Within the world of FP&A, Anders can lay claim to being the most well known voice, blazing a trail for the function's ability to transform businesses. On LinkedIn, he publishes frank and combative insights to an audience of more than 100,000 subscribers throughout the world challenging FP&A to provide more strategic value.
     
    In this podcast Anders discusses:
     
    How he moved from "pretty poor numbers" as a LinkedIn creator 10 years ago, to be the leading influencer on FP&A
    Why more voices on FP&A on LinkedIn and other platforms is propelling change for the profession
    Why business partners need to better understand key drivers for their business and translates insights into action
    Why change in FP&A is still not happening on the scale that businesses need to see
    Analytics vs FP&A? Should they be competing
    What is really meant by common buzzwords "business partnering" and digital transformation
    Why he feels that in common with other finance professionals he held himself back for too long to avoid breaking out of his comfort zone.
     
    Watch the Full Episode on YouTube
    Read the transcript and blog post
    Show Links to Anders Liu-Lindberg
    The Finance Masters Podcast
    Trends and Finance in Accounting
    Future of P&A and Business Partnering 
     
    Follow Anders Liu-Lindberg on LinkedIn
    Follow Paul Barnhurst on LinkedIn
    Follow Datarails on LinkedIn
    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
     

    • 49 min
    FP&A Today, Episode 27, FP&A’s Big Lessons from AFP 2022

    FP&A Today, Episode 27, FP&A’s Big Lessons from AFP 2022

    Did you miss the biggest FP&A gathering of the year?
    No worries. This special episode FP&A Today has got you covered .
    From the conference floor of the  AFP (Association for Financial Professionals) in Philadelphia (23-26 October), Paul Barnhurst sums up some of the key themes of the conference talking to some of the participants and key speakers. More than 100 educational sessions tackled everything from using AI to improve FP&A forecasting, to skills in building trust, and essential drivers business should focus on.
    In this episode hear from FP&A  all-star guest list:
    Bryan Lapidus AFP -  subject matter expert on FP&A 
    Christian Wattig ex-Unilever, Procter & Gamble, and Squarespace FP&A and lead on the FP&A Prep course
    Chris Ortega,  CEO of Fresh FP&A, and fractional CFO
    Hector Rubalcava – director of finance at OCC, the world’s largest equity derivatives clearing organization. 
    Brian Malambo – Head of  Monter Capital Partnership based in Zambia and investing in sub-Saharan Africa
    Mario Vasquez - Director of finance for the EW Scripps Company
    Read the full episode Transcript
    Follow Paul Barnhurst on LinkedIn
    Follow Datarails on LinkedIn
    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

    • 45 min
    Ben Murray, The SaaS CFO: My Career in FP&A

    Ben Murray, The SaaS CFO: My Career in FP&A

    Ben Murray is known to his 40,000 dedicated subscribers simply as “The SaaS CFO”. On the number one website for SaaS finance (thesaascfo.com) Ben provides blogs, research, courses and templates based on more than 25 years running finance teams . Ben is also hired by SaaS companies: from small, private technology firms to global multi-billion dollar public companies. 
    But few people know that Ben honed his career in FP&A.
    Calling Financial Planning & Analysis "the key to strategic finance" Ben explains how this work is “near and dear to my heart” and provides a masterclass for FP&A professionals.
    Ben's formative career roles included  manager of FP&A at Manager, at fitness company, A.D.A.M., Inc and (miles away from SaaS)Director, Financial Planning & Analysis (FP&A) at Pinnacle Airlines Corp. Since then he is called in by finance teams to enhance FP&A alongside other finance functions.
    In an essential listen for anyone working in or considering a career in SaaS FP&A, Ben talks to Paul Barnhurst about:
    Rising up the ranks from FP&A to CFO and beyond 
    How FP&A and finance can make an impact in a downturn 
    The essential SaaS metrics most relevant for today's business
    The “end of party” for SaaS valuations and funding and what finance should be doing 
    The best practice he has learnt from advising multiple SaaS FP&A teams
    Product led vs Sales Led SaaS companies - and the metrics for both
    The importance of proper accounting foundations
    The different expectations of SaaS business at $1million ARR, $5million ARR and $10million ARR
    His best career advice
    Watch the Full Episode on YouTube
    Read the transcript and blog post
    Show Links
    Link to The SaaS CFO website - https://www.thesaascfo.com/
    Link to the SaaS CFO academy (with 5k+ students) - https://www.thesaascfo.com/the-saas-academy/
    Ben’s recent blog post on setting up an FP&A function in SaaS -  https://www.thesaascfo.com/financial-planning-and-analysis-strategic-finance/
    Follow Ben Murray on LinkedIn
    Follow Paul Barnhurst on LinkedIn
    Follow Datarails on LinkedIn
    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

    • 44 min

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