FP&A Today

Glenn Hopper
  • 4.9 (39)
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FP&A Today

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

  1. 3 DAYS AGO

    The Consolidation King on Working Better with FP&A – Charaf Bourhalla

    “Consolidation. A  lot of people don’t know exactly what it is. They think that it’s just an aggregation of numbers. Like you just add numbers, but it’s more technical than that. Most of the time when we are talking about consolidation, it’s international big groups that have subsidiaries around the world. Consolidation is the process of converting those financial statements normally built locally, because they have to be compliant with the local requirements and be compliant with the GAAP of the group.” Charaf Bourhalla has been Head of Consolidation at Nestle Skin Health, Vimian Group and Edify Investment Partner.  He holds several key certifications, including the FMVA from CFI, ACCA with a focus on IFRS, and the PMP from PMI. His posts on LinkedIn reach millions of people explaining complex topics simply such as IFRS 10 – Consolidated Financial Statements, AS 16 – Property, Plant and Equipment and AS 1 – Presentation of Financial Statements. In this episode: From years of struggle, to Kimberly Clarke as a reporting analyst to entering a pharma company as business controller  13-year tenure as a consultant developing a deep understanding of IFRS, USGAAP, French GAAP, and IPSAS,  3 Jobs as Head of Consolidation including Nestle Skin Health with 70 subsidiaries around the world Simplifying complexities of financial consolidation and non financial KPIs Secrets to working with FP&A for consolidation and forecasting and building a mid-term plan Continual training for teams in subsidiaries  Technology and complexity changing the consolidation game How Charaf called in when a company found itself consolidating more than 70  legal entities using Excel Not to pick consultants with partnerships with only one provider  Connect with Charaf on LinkedIn: https://www.linkedin.com/in/charaf-bourhalla-04760a1b/

    40 min

  2. FEB 12

    The perfect formula for FP&A and Beer – Pavels Cvetkovs at Carlsberg

    Grab a beer and listen to this special episode. We are joined by Pavels Cvetkovs FP&A director at Carlsberg Group who reveals the formula of FP&A at the famous brand. Carlsberg was founded in 1847, has 140 brands, and 30,000 employees – and FP&A is core to their success, says Cvetkovs. In this episode: How my career in the Big Four (and audit) served as “finance military school”  Moving from business controller to FP&A The essence of Carlsberg – innovation in brewing and sustainability  Distinct shareholder structure at Carlsberg run by Carlsberg foundation  What’s so special about the beer and beverage industry and our FP&A practices  Power of inventory management, sales seasonality, and supply chain and cost planning in brewing  Forecasting and planning and achieving highest levels of collaboration  FP&A set up and management of 10-20 KPIs at Carlsberg  Business partnering as a mindset at Carlsberg  Visiting sites in operations at Carlsberg  Biggest challenges overcome in budget season Refining my financial modeling skills Follow and connect with Pavels on Linkedin: https://www.linkedin.com/in/pavels-cvetkovs-471b231a

    38 min

  3. FEB 4

    Lies, Bias, and ESG in the finance function – Prof Alex Edmans

    Alex Edmans is a professor of Finance, non-executive director, author, and TED speaker. He is regularly interviewed and writes for WSJ, Bloomberg, BBC, CNBC, CNN, ESPN, Fox, ITV, NPR, Reuters, Sky News, and Sky Sports. He was previously a tenured professor at Wharton and an investment banker at Morgan Stanley.  In this episode we talk to Alex about his new book “May Contain Lies: How Stories, Statistics, and Studies Exploit Our Biases – And What We Can Do About.  He is also a co-author of the classic text book,  “Principles of Corporate Finance” and top business book (his first book) Grow the Pie, How Great Companies Deliver both purpose and Profit. His Ted Talk on what to trust in a post truth world has alone been viewed nearly 2m time. So many thought-provoking takeaways for anyone in FP&A!  Leaving Morgan Stanley to become a professor of finance Why I give Ted Talks rather than just publishing research  How CFOs and FP&A leaders can think about purpose  Is ESG a tick-box exercise for finance? How FP&A and finance leaders can check their biases  How you can control your addiction to bias Silicon Valley Bank and why financial models were affected by bias  Follow Alex on LinkedIn: https://www.linkedin.com/in/aedmans/ Links to Alex’s new book: May Contain Lies: How Stories, Statistics, and Studies Exploit Our Biases―And What We Can Do about TED: What to trust in a “post-truth” world

    34 min

  4. JAN 28

    From Philadelphia Eagles to Sports FP&A

    Over the last 12 years, Jason Hershman led financial planning & analysis at successful, hyper-growth companies in the sports arena.  But his career started as a ballboy at the Philadelphia Eagles. It was a  job he spent months pursuing at 14 years old. This experience taught Jason a key lesson. He says: “things that seem out of touch, out of reach are not, it just takes a little hustle, a little effort.” This attitude has stayed with him as he has led multiple finance teams and embarked on everything from redesigning the chart of accounts, owning  the month-end close, building financial models from scratch, raising millions in equity, renegotiated debt, to IPOs. Finance highlights included leading the $400 million sale of Appetize, a B2B SaaS business in the sports industry (Appetize is the software provider for all of the MLB, NFL, NBA, NHL stadiums as well as theme parks such as Six Flags, Disney, and SeaWorld).  After this, Jason launched his own fractional CFO business, Point FP&A, providing FP&A to some of the most exciting companies in the sports industry. He has the luxury of turning down clients who are not in the sports world. In this episode: The Philadelphia Eagles as a ballboy for 5 years – things that are out of touch are not  Learning accounting and FP&A on the job in my first online retail startup in New York – which eventually became public  Getting hired at sports startup Appetize (B2B SaaS)- combining my passions for sports and finance + getting to exits  The power of rebuilding a financial model as central to my career  Going to market as a sports FP&A fractional CFO at  Point The ideal balance and differences between accountancy and FP&A Secrets to rebuilding the financial model  Being honest on my journey with AI and FP&A Connect with Jason on LinkedIn Check out Point at www.pointfpa.com

    49 min

  5. JAN 21

    Finance and passion always in fashion for 175-year old company

    Evgenia Elezova, Head of Regional Finance, Lindström joins us to talk about FP&A and finance transformation at the 175-year old textile giant.  Helsinki-based Lindström is one of Europe’s leading textile service companies employing over 5000 people in Europe and in Asia with turnover of 496€ million in 2022. Elezova herself has transformed the finance function during 14 years, during which time she’s driven M&A initiatives, to leading finance projects. Highlights include a two year development program for business controllers at Lindström, designed to move finance from back office roles to strategic co-pilots for management.  In this episode:  Being responsible for M&A Due diligence and integration  Experience in successful M&A Business Partnering at Lindstrom Focusing on future scenarios   HowControl assists strategy at Lindstrom  Our two-year long finance training Lindstrom Finance Business Development Program Moving from back office in finance to having impact on business  Lindstrom’s approach to budgeting/target setting  Core KPIs in a global textile company  Seeing change in controller work  Coaching finance leaders Connect with Evgenia at https://www.linkedin.com/in/evgenia-elezova-513ba12/

    50 min

  6. JAN 14

    FP&A as Fuel for Innovation – Lessons from Apple, Facebook Google and JFrog

    Jarad Backlund is VP of FP&A at JFrog, a DevOps platform streamlining software development and delivery. In this episode Jarad provides frank insights and lessons from over 18 years of experience in FP&A spanning Apple, Google, and Facebook (as well as at bootstrapped startups). From overseeing multi-billion dollar capital projects to leading finance at cutting edge startups, he reveals his secrets to  building top quality FP&A teams, bringing strategic insights and creating a builder mentality. In this episode:  My journey from failing as an architectural major to FANG FP&A  Canned reports vs the ability to create new processes and systems  Facing an “impossible” project at Facebook/Meta The skill needed to win an interview for FP&A at a FANG company From Bootstrapped FP&A to billion dollar companies  Raising the cap on Apple Care Products helping it become a $2billion+ business Clean data and analytics   LLMs contextual awareness and FP&A Skills and education in the age of AI  Becoming a builder in finance How VLookUp almost cost me a job  Connect with Jarad Backlund: https://www.linkedin.com/in/jaradbacklund/

    1h 6m

  7. JAN 1

    CEO of CFI: Become a World Class Financial Analyst

    I speak with Anna Talerico, the CEO of CFI, a powerhouse provider of training and productivity tools for finance and banking professionals (serving 2m finance professionals, offering 5,000 on-demand lessons and 200 courses) including the famous – including the famous Certified Financial Modeling & Valuation Analyst (FMVA®) accreditation. She is also CEO of Macabacus, a top  enterprise productivity add-in on for finance teams.  In this episode: why anyone can be a world class financial analyst  leveraging technology to democratize education at CFI.  Giving finance leaders “Desk Ready Skills” from financial modelling to AI cryptocurrency and risk management (and what’s hot right now) CFI acquiring Macabacus and the opportunities and challenges of being a dual CEO over 2 companie How Excel remains the backbone of finance  Are you losing sleep over the AI revolution in finance? Basics of coding in finance  Best courses to stay relevant in finance and ride the wave of AI

    42 min

  8. 12/26/2024

    FP&A as the Strategic Backbone: Enrique Rodriguez, Walgreens Boots Alliance

    “I transitioned into FP&A when I realized that it wasn’t just about crunching the numbers, it was more about telling a story and trying to influence the future. Working with Fortune 100 companies has given me the fantastic platform to leave transformative projects in finance, procurement, and supply chain. I saw firsthand how FP&A acts as the strategic backbone of any type of organization” – Enrique Rodriguez, Finance Director, Walgreens Boots Alliance   Enrique Rodriguez is a multilingual finance director and business leader. With more than 15 years of experience in Fortune 100 companies, he has worked collaboratively with global functions directing FP&A, accounting and treasury teams. He’s headed finance departments overseeing $7 billion in annual spend and managing operational budgets of up to $750 million in billion dollar business units and is a passionate believer in Zero Based Budgeting revealing how he implemented this – despite challenges. My background in Guatemala  When I realized it is not just about crunching the numbers  FP&A as the backbone of the institution  Main financial metrics bio biopharmaceutical companies, medical devices, and healthcare companies How FP&A departments are set up at the companies you worked for – and the philosophy and the outputs expected from FP&A producing outputs like dynamic scenario planning and  specific KPI dashboards  guiding decisions at the highest level. Zero based budgeting – the why and how of our experience  Biggest challenges I have seen in budgeting in my career – managing budgets during a turnaround How finance business partnering has changed in my career  The problem solving aspect of FP&A The opportunities and challenges of fast-growing technology  Saving $8million on inventory write-off in a country on a health product  Financial Executives International (Chicago) The power of a great mentor and books: Hit Refresh Satya Nadella (Microsoft) and Shoe Dog (Joe Knight) supporting a procurement organization in, in an early level of maturity – my toughest challenge  Index Match – more flexible and scalable for complex analysis  Connect with Enrique Rodriguez on LinkedIn: https://www.linkedin.com/in/enrique-a-rodriguez/

    39 min
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4.9
out of 5
39 Ratings

About

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

Information

  • Creator
    Glenn Hopper
  • Years Active
    2022 - 2025
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © Copyright 2022 All rights reserved.
  • Show Website
    FP&A Today

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