The FP&A Guy Network

Paul Barnhurst
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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.

  1. The Strategy Gap in FP&A for Finance Leaders to Bridge Cash Flow and Planning with Moataz Mukhaimer

    1H AGO

    The Strategy Gap in FP&A for Finance Leaders to Bridge Cash Flow and Planning with Moataz Mukhaimer

    In this episode of FP&A Unlocked, Paul is joined by strategic advisor and podcast host Moataz Mukhaimer to explore the intersection of finance and strategy, where true business impact is made. With over 20 years of experience guiding SMEs, family-owned businesses, and startups across the Middle East, Moataz explains why finance professionals must step beyond Excel and deeply understand the business to add real value. From diagnosing problems through numbers to designing KPIs that reflect a company’s vision, this episode is a masterclass in how FP&A can lead, not just support. Moataz Mukhaimer is a strategic and financial advisor with over 20 years of experience supporting SMEs across the MENA region. A graduate of McGill University (MBA) and Boston University (BA in Accounting & Finance), he specializes in helping businesses identify challenges and align strategy with execution. His client portfolio spans sectors including retail, med-tech, e-commerce, ed-tech, manufacturing, and software. Expect to Learn: Why cash from operations is the true measure of business valueHow to design KPIs that align with both strategy and financial outcomesWhy most pricing problems are rooted in poor positioning, not high costsHow to diagnose problems through both numbers and conversationsThe two most important habits for connecting finance with strategy Here are a few quotes from the episode: “Most companies aren’t overpricing, they’re underpricing and positioning poorly.” - Moataz Mukhaimer“Cash from operations is the truest form of value creation.” - Moataz Mukhaimer Moataz Mukhaimer reminds us that the power of FP&A lies in understanding the whole business, not just the numbers. By aligning strategy with financial planning, simplifying KPIs, and focusing on communication, finance professionals can become essential partners in growth. If you're ready to elevate your impact, this episode is for you. 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  Moataz: LinkedIn - https://www.linkedin.com/in/moataz-mukhaimer/ Website - https://moatazmukhaimeradvisory.com/ 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 FP&A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details. In Today’s Episode [04:05] - What Defines Great FP&A? [05:56] - Great Planning in Action [08:40] - Cash Flow is Queen [14:15] - Why Budgeting Often Fails [26:45] - Pricing: The Hidden Problem [30:04] - Moataz’s Four-Part Strategy Framework [33:07] - Diagnosing Problems Through People and Numbers [36:27] - Advice for Connecting Finance to Strategy [40:09] - Hosting Business Talk and Giving Back [43:36] - FP&A Fast Five [48:31] - Final Advice:...

    52 min
  2. How NetSuite uses AI and how the NetSuite Connector is a Game Changer for accountants with Joe and Ranga

    1D AGO

    How NetSuite uses AI and how the NetSuite Connector is a Game Changer for accountants with Joe and Ranga

    In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with NetSuite’s Joe Friedman and Ranga Bodla to explore how AI is transforming enterprise resource planning (ERP) systems. With decades of combined experience in enterprise software, Joe and Ranga discuss how NetSuite is innovating ERP through AI-native capabilities, open platforms, and real-time automation. The conversation spans AI agent adoption, data clarity, and how finance teams can start harnessing AI today without major overhauls. Joe Friedman is the Senior Director of AI Innovation at Oracle NetSuite, driving efforts to integrate practical AI across finance and operations. With over 15 years at NetSuite, Joe focuses on converting AI into measurable productivity gains. Ranga Bodla is the Vice President of Field Engagement and Marketing at Oracle NetSuite, with more than 20 years in enterprise software. He leads industry strategy across verticals, helping businesses convert innovation into performance. In this episode, you will discover: Why NetSuite believes ERP is the core of AI transformation in financeHow the new MCP connector integrates AI agents like Claude and ChatGPTPractical AI use cases: from variance analysis to journal entry creationWhy clean ERP data is essential for effective AI outcomesHow companies can start AI initiatives without high risk or cost Joe Friedman and Ranga Bodla offer a compelling look at how NetSuite is leading the charge in making AI practical and accessible within ERP systems. Their insights show that businesses don’t need massive overhauls to start seeing value from AI, just clean data and the right tools. As ERP evolves, NetSuite’s hybrid approach positions it to stay ahead. This episode is a must-listen for anyone navigating the intersection of finance, tech, and AI. Join hosts Glenn and Paul as they unravel the complexities of AI in finance: Follow Joe: LinkedIn: https://www.linkedin.com/in/friedman-ns/ Follow Ranga: LinkedIn: https://www.linkedin.com/in/ranga-bodla-bb45b/ 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: [04:15] - Competing with New ERP Platforms [09:42] - What is MCP & AI Everyday? [13:47] - AI Use in...

    44 min
  3. How AI Excel Tools Stackup Against the Hype and How Excel Agent Has Disrupted the Marketplace with Ian and Giles

    2D AGO

    How AI Excel Tools Stackup Against the Hype and How Excel Agent Has Disrupted the Marketplace with Ian and Giles

    In Episode 5 of The ModSquad on Financial Modeler’s Corner, Paul Barnhurst, Ian Schnoor, and Giles Male take a hard look at the changing landscape of financial modeling in the wake of Microsoft’s release of Excel Agent. Since launching at the end of September to coincide with Excel’s 40th birthday, Excel Agent has quickly changed the competitive dynamics for AI-powered modeling tools. The team explores the implications: how Excel Agent’s capabilities compare to other tools, why third-party platforms are shutting down, and what all this means for the future of work in modeling-heavy industries like investment banking. Expect to Learn Why Excel Agent is pushing competing modeling tools like Rosie AI out of the market.What makes Excel Agent a “magnifier” of both modeling skill and error.How fast AI is evolving inside Excel and what that means for modelers today.Why AI won’t reduce hours in finance, despite speeding up modeling work.What OpenAI’s Project Mercury reveals about the next phase of automation in investment banking. Here are a few quotes from the episode: “You can't hit a prompt, go get a coffee, and expect a working model.” – Giles Male“If you don’t understand what the AI just built, you’re in trouble.” – Ian Schnoor This episode makes it clear: AI is not a replacement for skill; it’s a multiplier. Excel Agent may be setting the new standard, but success still comes down to human understanding, judgment, and accountability. As the modeling world evolves rapidly, professionals who stay informed and upskill will thrive. The Mod Squad isn’t slowing down either; more tool reviews and sharp conversations are coming. Follow Ian Schnoor: LinkedIn -  https://www.linkedin.com/in/ianschnoor/ Follow Giles Male: LinkedIn -  https://www.linkedin.com/in/giles-male-30643b15/ In today’s episode: [05:29] - AI Tools Recap [07:26] - AI Hype and Hidden Risks [10:23] - AI as a Skill Magnifier [13:48] - Microsoft’s Impact on AI Startups [16:15] - Rapid Evolution of Excel AI [21:29] - OpenAI’s Role in Financial Modeling [29:17] - Understanding Assumptions and Calculations [31:53] - Final Thought

    34 min
  4. The Transformation Framework for CFOs to Lead Strategy, Culture & Execution at Scale with Paul S. Young

    3D AGO

    The Transformation Framework for CFOs to Lead Strategy, Culture & Execution at Scale with Paul S. Young

    Note: This episode is a pod swap from The Diary of a CFO. We’re sharing it here to help you discover another excellent show in the finance leadership space. All content belongs to the original podcast and host Wassia Kamon. In this episode of The Diary of a CFO, Wassia Kamon sits down with Paul S. Young, EVP and CFO at Liberty Bank, to uncover what modern finance leadership looks like in an era of rapid transformation. With decades of experience across institutions like TD Bank, Citizens Bank, and Siemens, Paul shares how CFOs can lead with purpose by aligning strategy, driving innovation, and cultivating future-ready talent. From intelligent automation to authentic leadership, this episode offers a comprehensive framework for CFOs navigating complexity at scale. Paul S. Young is the Senior Executive Vice President and Chief Financial Officer at Liberty Bank, the oldest and largest independent mutual bank in the U.S. With over 25 years of experience spanning finance, digital transformation, and strategy, Paul is a respected leader in shaping the future of finance. He serves on the AICPA Future of Finance Leadership Advisory Group and the AICPA Council, helping steer the next generation of financial professionals. Expect to LearnHow Liberty Bank integrates strategic planning into its budgeting cycle for real impactWhy creating a Business Transformation Office and EPMO was a game-changerWhere AI and intelligent automation fit in the finance function, without losing the human touchHow finance apprenticeship and rotational programs are developing future leadersPaul’s leadership philosophy is rooted in authenticity, gratitude, and work-life balance Here are a few quotes from the episode: “You prepare for this all your life. Have the courage of your convictions and don’t be afraid to fail.” – Paul S. Young“AI won’t replace people, but it will replace the people who don’t embrace AI.” – Paul Young Connect with Guest Paul S. YoungLinkedIn: https://www.linkedin.com/in/pyoungcpa/ Liberty Bank: https://www.linkedin.com/company/liberty-bankct/ Liberty Bank (Website): https://www.liberty-bank.com/ AICPA Future of Finance Leadership Advisory Group: https://www.aicpa-cima.com Connect with Host Wassia Kamon on LinkedIn: https://www.linkedin.com/in/wassiakamon/ Instagram: https://www.instagram.com/wassiakamon/ Connect with The Diary of a CFO Podcast onLinkedIn: https://www.linkedin.com/company/the-diary-of-a-cfo-podcast/ YouTube: https://www.youtube.com/@Thediaryofacfopodcast/featured Website: https://www.thediaryofacfo.com X (Twitter): a href="https://x.com/thediaryofacfo?t=yjtBalOAshtyxWctnMliA&s=09" rel="noopener noreferrer"...

    50 min
  5. The Power of Teaching in FP&A to Influence Executives & Bridge Communication Gaps with Carl Seidman

    OCT 30

    The Power of Teaching in FP&A to Influence Executives & Bridge Communication Gaps with Carl Seidman

    In this episode of FP&A Unlocked, Paul and Glenn are joined by Carl Seidman to explore a powerful but often overlooked role in finance: being a teacher. Drawing from decades of experience across consulting, education, and finance leadership, Carl discusses how FP&A professionals must learn to teach, whether it’s helping executives see the story behind the numbers, guiding junior staff, or translating finance for cross-functional teams. The episode is packed with practical advice, personal stories, and thoughtful insights about how teaching, influence, and communication shape success in finance. Carl Seidman is a seasoned management consultant, fractional CFO, and educator. With over 20 years of experience advising companies from startups to Fortune 500s, Carl also teaches at Rice University and runs finance training programs for corporate teams. He brings a unique blend of technical mastery, business strategy, and teaching skill, making him the perfect voice to discuss why FP&A must go beyond the spreadsheet and into the realm of influence. Expect to Learn: Why teaching is an essential skill for every FP&A professionalHow to tailor your message to different audiences, from analysts to executivesWhy oversharing details can derail your influenceHow to spot when your audience is confused (and how to pull them back in)Practical strategies for teaching finance without using jargon or acronyms Here are a few quotes from the episode: “The best presenters speak to the audience’s needs, not their own ego.” - Carl Seidman“FP&A is often the bridge, translating finance for operations and operations for finance.” - Glenn Snyder Carl Seidman reminds us that the heart of FP&A isn’t just analysis, it’s communication, clarity, and connection. Through teaching, finance professionals can elevate their impact, build trust, and drive real business understanding. This episode reinforces that the most effective finance leaders don’t just present data, they help others make sense of it. 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 Carl: LinkedIn - linkedin.com/in/carlseidman Website: seidmanfinancial.com 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 FP&A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details. In Today’s Episode [02:30] - Meet Carl Seidman [04:48] - What Does “FP&A as a Teacher” Mean? [08:20] - Teaching Early in Your Career [19:33] - Who Does FP&A Need to Teach? [25:54] - Teaching Financial Impact [29:19] - Ditch the Jargon [35:44] - Spotting Confused Audiences [41:59] - Teaching for Long-Term Growth [43:58] - Celebrity on a Deserted Island

    47 min
  6. The AI Paradox for Finance Leaders to Solve with Data Clarity & Smarter Decisions - Khaled Chowdhury

    OCT 29

    The AI Paradox for Finance Leaders to Solve with Data Clarity & Smarter Decisions - Khaled Chowdhury

    In this episode, Paul sits down with renowned data strategist Khaled Chowdhury to unpack what it means to bring clarity to data in the age of AI. With a background in FP&A and a track record as an early Power BI adopter, Khaled brings a rare blend of financial and technical expertise. The conversation explores the concept of "data clarity," the challenges behind AI adoption in business, and why clean data models matter more than ever. Khaled Chowdhury is a globally recognized expert in data strategy and the founder of Data Crafters. With roots in FP&A, Khaled was among the first to integrate Power BI into planning workflows. Today, he helps executives and teams transition from data chaos to clarity, particularly as AI transforms the business landscape. Expect to Learn: What “data clarity” really means and why it matters for business decisions.The two big barriers preventing organizations from becoming data-driven.What the “AI paradox” is and why 95% of enterprise AI projects fail.Why your data model is the hidden make-or-break factor in using AI tools.How to think about probabilistic vs. deterministic results in AI systems. Khaled Chowdhury and Paul Barnhurst offer a thought-provoking exploration of how data and AI are reshaping decision-making in the modern enterprise. From breaking down the myths of being data-driven to unpacking the AI paradox, their conversation highlights the growing need for clean data, smart models, and strategic thinking. Join hosts Glenn and Paul as they unravel the complexities of AI in finance: Follow Khaled Chowdhury: LinkedIn: https://www.linkedin.com/in/khaledchowdhury/ 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: [01:44] -  Defining Data Clarity and the Cost of Chaos [04:05] - Data-Informed Gut vs. Data-Driven Myths [06:54] - The AI Paradox Explained [09:18] - Why AI Projects Fail in the Enterprise [13:33] - Clean Data Models: No Hiding Behind Lipstick [14:26] - Closing Thoughts & What’s Next

    15 min
  7. Testing The New Microsoft Excel Agent for Finance Pros with Ian and Giles

    OCT 28

    Testing The New Microsoft Excel Agent for Finance Pros with Ian and Giles

    In this episode of The ModSquad on Financial Modeler's Corner, Paul Barnhurst, Ian Schnoor, and Giles Male explore Microsoft’s newly released Excel Agent, a beta tool designed to bring AI into Excel Online. The team compares its performance to Rosie AI, running both through a range of tasks, including formula building, audit reviews, and a full five-year model forecast. Along the way, they test the tools against real modeling challenges like the Excel Esports case and a creative custom case, "The Humble MVP." This isn’t just about flashy tech. It’s a deeper conversation on where AI can help, where it falls short, and why core financial modeling skills still matter. Expect to Learn What happened when Excel Agent tried to build a full five-year forecast model.Why solid modeling skills still beat "one-click" AI hype.Where AI tools succeed, and fail, in reviewing formulas and detecting issues.Why you should never fully trust AI without understanding what it’s doing. Here are a few quotes from the episode: “Building a model is like flying a plane; you don’t want a rookie in charge when something breaks.” - Ian Schnoor“You can’t hit a prompt, go get a coffee, and expect a working model.” - Giles Male Follow Ian Schnoor: LinkedIn -  https://www.linkedin.com/in/ianschnoor/ Follow Giles Male: LinkedIn -  https://www.linkedin.com/in/giles-male-30643b15/ In today’s episode: [02:21] - What is an Excel Agent and why does it matter? [05:37] - Sharpen Your Modeling Skills [06:51] - Modeling Requires Human Judgment [09:27] - Esports Case: Rosie AI vs Excel Agent Test [19:39] - Excel Agent Hangs in Beta Mode [25:26] - Testing PVM in the Smoothie Business Case [30:01] - Ian Takes Over: Testing Excel Agent on AFM Model [44:11] - Building a five-year forecast model from scratch [55:19] - Adding a revolver to the model [01:00:12] - Why the balance sheet doesn’t balance [01:03:46] - Final thoughts and takeaways

    1h 5m
  8. The Complexity Trap in Finance for FP&A Pros to Escape Using Simpler Tools & Strategy - Matt Brattin

    OCT 23

    The Complexity Trap in Finance for FP&A Pros to Escape Using Simpler Tools & Strategy - Matt Brattin

    In this episode of FP&A Unlocked, host Paul Barnhurst talks with Matt Brattin, a former CFO who’s now building solutions to cut down on the complexity that often slows finance teams down. Drawing from his 20-year career in FP&A, Matt shares what inspired him to start Siplify and Close Pack, two platforms designed to save time and reduce manual work, especially around sales commissions and reporting. The conversation also explores leadership, analytics, and what it really takes to drive value in finance. Matt Brattin is a finance leader turned entrepreneur. After serving as a CFO, Matt launched two startups: Siplify, which helps automate and streamline sales commission processes, and Close Pack, a tool aimed at making financial reporting more efficient. He’s also writing The Art of Analytics, a book that ties together strategy, storytelling, and behavioral insights. Matt brings a deep understanding of finance, technology, and human behavior to every conversation. Expect to Learn: Why most commission plans fail, and how to fix themThe value of simplicity in finance systems and processesHow behavioral insights and empathy can improve analyticsWhy storytelling matters more than models at the executive levelTips for building tools that actually make a difference for finance teams Here are a few quotes from the episode: "Nobody gives a crap about your model. They want the story, and they want the numbers to make sense." -  Matt Brattin"Authentic leadership; there is no substitute for that. Life is too short to act like somebody else when you're at work." - Matt Brattin Matt Brattin shows how true FP&A impact comes from simplifying complexity, leading with authenticity, and combining technical skill with a deep understanding of human behavior. His journey from CFO to founder highlights the value of clarity, behavioral insight, and thoughtful system design. 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 Matt: LinkedIn - https://www.linkedin.com/in/mattbrattin/ Website -  https://siplify.io/ 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 FP&A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details. In Today’s Episode [02:27] - Matt’s Mission: Saving a Million Hours [04:11] - What Great FP&A Really Looks Like [08:26] - Leadership Lessons from the CFO Seat [14:10] - Writing ‘The Art of Analytics’ [21:53] - Building Siplify and Close Pack [28:16] - Real Talk on Sales Commissions [37:02] - Advice for First-Time Commission Owners [45:04] - FP&A Skills: From Excel to Selling the Story [55:49] - Final Thoughts and How to Connect

    59 min
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About

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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  • Creator
    Paul Barnhurst
  • Years Active
    2K
  • Episodes
    258
  • Rating
    Clean
  • Copyright
    © Copyright 2025 Paul Barnhurst
  • Show Website
    The FP&A Guy Network

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