Flow Podcast

How to Enhance FP&A w/ Data Visualization

How to Enhance FP&A w/ Data Visualization || In this episode, learn how to enhance FP&A with data visualization with John Sanchez, who has over 20 years of experience at companies like Arby's, AutoNation, and Royal Caribbean Cruises. Now, as the founder of FPA Group, John provides FP&A consulting and training, focusing on soft skills like communication and emotional intelligence. Don't miss his valuable insights and perspectives!

RESOURCES & LINKS MENTIONED:

👉 Earn CPE credits: www.cpeflow.com

👉 John Sanchez LinkedIn Profile: https://www.linkedin.com/in/fpajohn/

👉 Edward Tufte Books: https://www.edwardtufte.com/tufte/books_vdqi

👉 FP&A Group: https://thefpagroup.com/

-------------------- Topics Covered:

  • 00:25 Introduction to John Sanchez
  • 00:57 What Motivated John to Shift and Initial Challenges Faced
  • 04:45 The Importance of Soft Skills in Financial Planning and Analysis
  • 07:15 Tactical Empathy by Chris Voss
  • 08:39 How to Develop Storytelling Skills with Numbers
  • 11:57 Effective Presentation with Data and Graphs
  • 15:18 Data Visualization Storytelling & Book by Cole Nussbaumer Knaflic
  • 16:39 John's Data Visualization Course
  • 19:20 Top Tips for Professionals in Communicating Complex Financial Information
  • 22:30]Certified Virtual Presenter Certification
  • 26:08 FP&A Fast Track
  • 27:38 Career Transition Advice from Managerial Accounting into FP&A
  • 36:27 Entry Level FP&A to a Leadership Role
  • 37:48 Conclusion and Resources for Further Learning

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  • Connect w/ Nathan on LinkedIn: https://www.linkedin.com/in/nathanliao/
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