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. DualEntry's Co-founder Santiago Nestares shares why Mid-Market CFO are ditching Legacy ERPs

    HACE 8 H

    DualEntry's Co-founder Santiago Nestares shares why Mid-Market CFO are ditching Legacy ERPs

    In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper talk with Santiago Nestares, co-founder and CEO of DualEntry, about the reinvention of ERP systems through AI-native design. After scaling a global e-commerce business to over $100 million in revenue, Santiago experienced the frustrations of legacy finance systems firsthand. That pain sparked the vision for DualEntry: an ERP platform built from the ground up for the AI era. Santiago Nestares is the CEO and co-founder of DualEntry, an AI-native ERP platform. Before DualEntry, he co-founded Benitago, a leading Amazon brand aggregator. His experience running a multi-entity, high-growth business exposed the inefficiencies in traditional finance systems, inspiring him to build a next-gen ERP solution from scratch. In this episode, you will discover: Why legacy ERP systems are fundamentally broken, and how AI changes the gameHow DualEntry enables 24-hour ERP data migrationThe role of AI in journal entries, reporting, and reconciliationHow auditors are embracing automation and AI for compliance and accuracyWhy ERP systems must evolve beyond just being "AI-enabled" to truly AI-native Santiago Nestares joins Paul and Glenn to reveal how DualEntry is transforming ERP for the AI era. From eliminating painful migrations to building systems finance teams actually enjoy using, Santiago makes it clear: the future of ERP is AI-native, fast, and built with users in mind. ERP doesn’t have to be a burden. With the right tools, it can become a strategic advantage. Join hosts Glenn and Paul as they unravel the complexities of AI in finance: Follow Santiago: LinkedIn: https://www.linkedin.com/in/santiago-nestares/ Website: https://www.dualentry.com/ 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: [01:36] - Lessons from Scaling to $100M & ERP Frustrations [03:37] - Why ERP Migrations Are So Broken [07:47] - How DualEntry Raised a $90M Series A [10:51] - AI-Native vs. AI-Enabled ERP Systems [18:23] - Challenges and Realities of 24-Hour ERP Migration [23:26] - Why Building a Mid-Market ERP Is a Bold Move [28:18] - Using AI in Audits & Real-Time Reporting [31:45] - Rapid-Fire AI Questions [35:52] - Final Reflections & Wrap-Up

    37 min
  2. Testing Shortcut AI's bold claims: Did it live up to the hype with Giles Male

    HACE 1 DÍA

    Testing Shortcut AI's bold claims: Did it live up to the hype with Giles Male

    In this episode of The ModSquad on Financial Modeler’s Corner, Paul Barnhurst and Giles Male put Shortcut under the AI microscope, testing one of the most hyped AI tools in the financial modeling world. With claims like “the most accurate Excel agent in the world” and the ability to outperform human champions in modeling tasks, Shortcut has made a big splash, but does it live up to its own bold promises? Paul and Giles run it through a rigorous series of real-world modeling challenges, from esports cases and financial forecasts to dashboard analysis and deferred revenue schedules. What they find is a tool with clear potential, and some serious red flags. Expect to Learn Where Shortcut impresses with formatting, speed, and usabilityWhere it fails, especially with modeling logic How Shortcut compares to Excel Agent and TabAI across key modeling tasksWhy reversing formatting in a model is a huge red flagWhat to consider when investing in premium AI tools for modeling Here are a few quotes from the episode: “Shortcut has potential, but right now it’s flash over fundamentals.” - Giles Male“Could you imagine an analyst reversing formatting to make a number look negative? They’d be out the door.” - Giles Male Despite the hype, Shortcut proved to be a solid tool with promise. It delivered impressive formatting and UI, yet had some serious issues like incorrect logic, hardcoded values, and non-balancing models, which held it back. A promising AI assistant, just not a replacement for real modeling expertise. Follow Giles Male: LinkedIn -  https://www.linkedin.com/in/giles-male-30643b15/ In today’s episode: [01:15] - Intro & Where the AI Modeling Journey Stands [05:11] - Shortcut: First Impressions & Bold Claims [14:28] - Viral Demo Video Breakdown [23:12] - Esports Challenge: Basic Excel Tasks [31:19] - Intermediate Case: Modeling Accuracy [36:10] - Building a 3-Statement Forecast [44:24] - Red Flags: Formatting & Balance Sheet Errors [50:27] - Deferred Revenue Test [56:32] - Trial Balance Dashboard: Visuals vs. Substance [1:07:22] - Final Thoughts & Shortcut's Ranking

    1 h y 9 min
  3. Best Practice Tips to Successfully Implement FP&A Software with James Myers

    HACE 6 DÍAS

    Best Practice Tips to Successfully Implement FP&A Software with James Myers

    In this episode of FP&A Unlocked, Paul welcomes James Myers, a financial systems and planning expert known for helping organizations modernize their FP&A functions. Drawing from years of experience implementing planning, modeling, and consolidation tools, James breaks down what makes FP&A software implementations succeed or fail. From understanding when your system has reached its limits to managing change and choosing the right implementation partners, James shares the steps every finance leader should take to avoid expensive mistakes. James Myers has led multiple large-scale planning system implementations for global organizations. He specializes in modeling and financial planning solutions that help companies reduce reliance on spreadsheets, improve collaboration, and achieve scalable performance management. His consulting work spans industries including manufacturing, technology, and retail, where he focuses on aligning processes, people, and systems for long-term success. Expect to Learn: The signs your FP&A system is broken and ready for replacementHow to select the right planning or modeling tool for your company sizeThe real cost behind system implementation (and how to plan for it)Why clean data and cross-functional collaboration are essentialBest practices for RFPs, vendor selection, and proof of concept testing Here are a few quotes from the episode: “Reducing reliance on Excel isn’t about killing it, it’s about freeing up your team to think strategically.” - James Myers“The role of FP&A is to be a true value partner to the business—combining data, strategy, and people.” - James Myers James Myers reminds us that FP&A transformation is less about tools and more about mindset. By focusing on vision, data quality, and collaboration, finance teams can build systems that scale with their companies instead of holding them back. If you’re preparing for a software upgrade or implementation, this episode will help you do it right the first time. 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 James: LinkedIn - https://www.linkedin.com/in/jamesmyersw/ Follow Glenn: LinkedIn - https://www.linkedin.com/in/glenntsnyder/ 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 [00:00] - Trailer [01:58] - What Makes Great FP&A [03:17] - Signs Your Current System is Broken [07:03] - The Hidden Cost of Excel Dependency [08:16] - How to Choose the Right FP&A Tool [13:35] - Setting a Vision Before Selecting Vendors [22:52] - RFP and Demo Best Practices [30:36] - Negotiating the Best Deal Without Cutting...

    53 min
  4. The NetSuite AI & MCP Connector Help Finance Teams Turn ERP into a System of Action with Ranga & Joe

    12 NOV

    The NetSuite AI & MCP Connector Help Finance Teams Turn ERP into a System of Action with Ranga & Joe

    In this episode of Future Finance, Glenn Hopper and Paul Barnhurst sit down with Joe Friedman and Ranga Bodla from Oracle NetSuite to explore how AI is transforming enterprise resource planning (ERP) systems. Amidst rising competition and a rapidly changing tech landscape, NetSuite is doubling down on intelligent automation, open platforms, and embedded AI to redefine how finance teams operate. 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 Expect to Learn: Why AI is reinvigorating interest in ERP platforms like NetSuite.How NetSuite’s AI strategy balances “AI every day” and “AI your way.”What the MCP connector does and why it’s a game-changer for data analysis.How NetSuite’s clean data models fuel better AI outcomes and user productivity. Joe Friedman and Ranga Bodla offer a compelling look at how NetSuite is embedding AI into the core of ERP to drive smarter, faster decision-making. Their insights show that clean data, open platforms, and practical AI tools are key to transforming finance operations today. 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 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: [02:00] – Where NetSuite Stands in Today’s ERP Landscape [05:17] – Why ERP and AI Go Hand-in-Hand [07:29] – AI Every Day, AI Your Way: What NetSuite’s MCP Connector Unlocks [10:29] – Practical AI Integration Inside NetSuite [13:30] – Real-World Use Cases for AI in Finance [16:22] – AI Agents, Automation, and What’s Coming Next [18:05] – SaaS as the Real Driver of AI Adoption [19:48] – Why Clean Data Fuels Better AI Outcomes [21:12] – Closing Thoughts

    22 min
  5. How TabAI stacks up as an Excel AI Agent for Financial Modeling Pros, with Ian and Giles

    11 NOV

    How TabAI stacks up as an Excel AI Agent for Financial Modeling Pros, with Ian and Giles

    In this episode of The Mod Squad on Financial Modeler’s Corner, Paul Barnhurst, Ian Schnoor, and Giles Male take a close look at TabAI, a tool designed to simplify and speed up Excel tasks using automation and intelligent suggestions. With more tools dropping out of the market and Excel’s own Agent feature gaining ground, the question is simple: Does TabAI offer something worth switching to? From cleaning data and building dashboards to attempting a full five-year forecast, the team puts TabAI through a series of real-world modeling challenges to see what it gets right and where it still falls short. Expect to Learn Where TabAI shines in helping analysts and where it needs improvement.How does it compare to Excel Agent in terms of speed, usability, and accuracy?Why finance pros still need to understand what’s going on under the hood.What to watch for when relying on tools that promise “done-for-you” modeling. Here are a few quotes from the episode: “Agent was faster, but TabAI handled more advanced stuff better.” - Ian Schnoor“AI is great at building things fast, but one small mistake can make the whole model unusable.” - Giles Male TabAI turned out to be one of the more impressive tools we’ve tested so far, especially when it comes to everyday Excel tasks and building dashboards. It’s not perfect, especially with full-scale models, but it’s definitely a step in the right direction. For now, it’s a great helper, but you’ll still need your own modeling skills to get the job done right. 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: [02:28] - TabAI Leaves Retail [05:17] - Competing with Excel Agent [06:50] - TabAI Feature Overview [10:30] - The “Iron Man Suit” Claim [14:28] - eSports Case Test [23:12] - Dancing Fur Coat Model [29:14] - Trial Balance Dashboard [33:56] - Deferred Revenue Test [38:36] - Full Forecast Model Build [51:10] - Final Thoughts

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

    6 NOV

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

    5 NOV

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

    4 NOV

    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
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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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  • Creador
    Paul Barnhurst
  • Años de actividad
    2 k
  • Episodios
    263
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    © Copyright 2025 Paul Barnhurst
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