The FP&A Guy Network

Paul Barnhurst
The FP&A Guy Network

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. How FP&A Teams can Influence CEOs and CFOs and drive the business forward with Glenn Snyder

    3D AGO

    How FP&A Teams can Influence CEOs and CFOs and drive the business forward with Glenn Snyder

    In this episode of FP&A Tomorrow, host Paul Barnhurst (aka the FP&A Guy) welcomes Glenn Snyder, a seasoned FP&A leader with over 20 years of experience. Glenn shares insights on financial planning and analysis, leadership strategies, and building effective business partnerships. He discusses the keys to driving business impact, managing teams, and navigating career growth in FP&A. Glenn Snyder is a Senior Director at Riverrun Consulting, specializing in interim financial leadership. With a career spanning financial services, fintech, SaaS, private equity, and more, he has held leadership roles at Franklin Templeton, Visa, Charles Schwab, and Digital Realty. Glenn is also an author, educator, and board member, passionate about mentoring finance professionals and improving FP&A effectiveness. Expect to Learn: The key elements of great FP&A and how it drives executive decisionsHow to balance company goals with employee career developmentStrategies for building strong business partnerships in FP&AThe role of automation and efficiency in FP&A reporting and analysisHow to successfully transition into a new leadership roleOvercoming resistance from business leaders and earning trust in financeThe importance of storytelling and data visualization in financial reporting Here are a few relevant quotes from the episode: “The best leaders give credit to their teams and create opportunities for them to shine.” - Glenn SnyderYour career growth is your responsibility. Stay curious, stay connected, and keep learning.” - Glenn Snyder“You don’t have to be the smartest person in the room, but you must be the most adaptable.” - Glenn Snyder In this episode, Glenn Snyder shared his expertise on what makes FP&A impactful, how to lead finance teams, and the importance of strong business partnerships. He emphasized that great FP&A professionals don’t just report numbers, they drive decisions, build trust, and continuously improve processes. Being proactive, investing in relationships, and focusing on delivering insights, not just reports, are key. Success in FP&A comes from adapting, influencing, and always adding value. Operator’s Guild: Operators Guild is where the best CEOs, CFOs, VPs of finance, and BizOps leaders in the business connect, network, and grow together. Built by operators for operators, this members-only community is home to more than 1000 of the most elite high-growth operators in the world. Experience connection and knowledge share with professionals who understand you like no one else does. Learn more and apply at https://bit.ly/3F6sghS Follow FP&A Tomorrow: Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624  Follow Glenn: LinkedIn - https://www.linkedin.com/in/glenntsnyder/ Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy FP&A Community Hub: Tired of searching for answers and sifting through sales pitches? The FP&A Hub is your go-to online community where finance professionals...

    1h 2m
  2. How AI, Avatars and Voice Cloning Can Be Used to Improve Finance Education and Content with Geoff Robinson

    4D AGO

    How AI, Avatars and Voice Cloning Can Be Used to Improve Finance Education and Content with Geoff Robinson

    In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst welcome Geoff Robinson, a financial expert, tech enthusiast, and founder of theinvestmentanalyst.com. Geoff shares his insights on the intersection of AI, financial markets, and digital avatars, discussing how technology is reshaping finance, training, and investment strategies. Geoff Robinson is an investment analyst and former Managing Director at UBS, with years of experience in financial modeling and research. After a successful corporate career, he founded theinvestmentanalyst.com, a platform designed to deliver high quality financial training using AI-driven avatars and cutting edge technology. Geoff is at the forefront of exploring AI’s impact on financial education, advisory services, and market predictions. In this episode, you will discover: How AI powered digital avatars are transforming financial educationWhy traditional financial institutions struggle to keep up with tech innovationThe role of AI agents in real time investment advice and analysisHow banks like JP Morgan are integrating AI into their operationsThe ethical and reputational risks of AI generated financial content In this episode, Geoff Robinson shared how AI, digital avatars, and automation are transforming finance. He discussed the power of AI driven training and the rise of digital investment advisors. Geoff emphasized the need for finance professionals to embrace technology and adapt quickly. Staying ahead in banking, investing, and education requires leveraging AI tools. Those who innovate will lead the future of the industry. Follow Geoff Robinson: LinkedIn - https://www.linkedin.com/in/geofftheinvestmentanalyst Website - https://theinvestmentanalyst.com/ Join hosts Glenn and Paul as they unravel the complexities of AI in finance: 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: [01:55] - Introduction to the Episode [06:39] - Innovation Challenges in Finance [10:49] - AI in Financial Training [15:16] - AI Avatars in Advisory Services [19:36] - AI in Investment and Risk [22:19] - AI-Generated Podcasts [26:50] - Managing AI Risks and Reputation [37:08] - Lessons Learned and Final Thoughts [48:55] - Main Takeaway

    51 min
  3. How Excel Transformed a Beginner into a 9 Million Follower Educator with Emma Chieppor

    5D AGO

    How Excel Transformed a Beginner into a 9 Million Follower Educator with Emma Chieppor

    In this episode of Financial Modeler’s Corner, host Paul Barnhurst welcomes Emma Chieppor, founder of Excel Dictionary, a social media-driven Excel education platform with over 9 million followers. Emma shares her journey from being an actuary to becoming one of the most influential Excel educators online. She discusses the power of Excel, the challenges of running a business, and how short-form content transformed Excel learning for millions. Emma Chieppor started her career as an actuary before launching Excel Dictionary, a platform dedicated to providing quick and practical Excel tips. Through social media, Emma has built a massive following by sharing 30-second Excel tutorials. Her expertise has helped professionals worldwide enhance their Excel skills efficiently. Expect to Learn: How Emma transitioned from actuary to Excel influencerThe challenges of learning Excel while starting a corporate job during COVIDWhy pivot tables in financial models can be a nightmareHow Emma grew her social media following to over 9 million in less than a yearThe most underrated Excel shortcuts that can save hours of work Here are a few quotes from the episode: “I had never really used Excel before my first job, so I had to teach myself from scratch.”There’s no secret formula for social media. Just post good content and stay consistent.”“If you’re learning Excel, repetition and practice are key.” In this episode, Emma Chieppor shared her journey from actuary to Excel influencer, emphasizing consistency, hands on learning, and creativity in Excel. She highlighted the power of shortcuts, automation, and social media in making Excel more accessible. Excel is more than a tool; it is a platform for innovation and efficiency. Keep learning, stay curious, and master the skills that set you apart! Follow Emma Chieppor : LinkedIn - https://www.linkedin.com/in/emma-chieppor-excel-dictionary-261444235/Website - https://excel-dictionary.com/ Follow Paul:  Website - https://www.thefpandaguy.com   LinkedIn - https://www.linkedin.com/in/thefpandaguy  YouTube - https://www.youtube.com/@thefpaguy8376   Follow Financial Modeler's Corner   LinkedIn Page- https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true  Newsletter - Subscribe on LinkedIn-https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast’. Visit a...

    40 min
  4. How FP&A Can Use External Data to Improve Forecasting with Jeff Casale and Rich Wagner

    MAR 13

    How FP&A Can Use External Data to Improve Forecasting with Jeff Casale and Rich Wagner

    In this episode of FP&A Tomorrow, host Paul Barnhurst (The FP&A Guy) sits down with Jeff Casale and Rich Wagner to explore the role of Financial Planning & Analysis (FP&A). They discuss how AI, external data, and continuous planning are transforming the industry, making FP&A a more strategic function. The conversation covers the power of AI-driven forecasting and how businesses can leverage external economic indicators to gain a competitive edge. Jeff Casale is the CEO of Board, a leading FP&A software company. With previous leadership roles at MarkLogic, Dell Technologies, VMware, and EMC, Jeff has a deep understanding of enterprise technology and how finance functions can drive business growth. Rich Wagner is the Field CTO at Board and the former CEO & Founder of Prevedere, a predictive analytics company that leverages external data for accurate forecasting. With over 20 years of experience in technology, consulting, and Fortune 500 leadership, Rich brings valuable expertise in the intersection of AI, finance, and business strategy. Expect to Learn: How AI is transforming financial planning, reducing manual work, and improving decision-making.Why integrating external data is essential for more accurate forecasting and risk management.Why traditional budgeting cycles are outdated and how real-time, agile forecasting is becoming the new norm.How CEOs and finance leaders rely on FP&A teams for strategic decision-making.How finance professionals can improve their skills and become more valuable business partners. Here are a few relevant quotes from the episode: “AI is revolutionizing FP&A by reducing manual work and improving time-to-value.” - Rich Wagner“The companies that embrace continuous planning will be the winners in their industries.” - Jeff Casale“External data helps FP&A teams anticipate risks, not just react to them.” - Rich Wagner This episode reinforced the idea that FP&A is evolving into a strategic powerhouse. AI, external economic data, and real-time forecasting are changing how companies plan, react, and make decisions. FP&A professionals must develop both technical and strategic skills to stay relevant. Operator’s Guild: Operators Guild is where the best CEOs, CFOs, VPs of finance, and BizOps leaders in the business connect, network, and grow together. Built by operators for operators, this members-only community is home to more than 1000 of the most elite high-growth operators in the world. Experience connection and knowledge share with professionals who understand you like no one else does. Learn more and apply at https://bit.ly/3F6sghS Follow FP&A Tomorrow: Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624  Follow Jeff: LinkedIn - https://www.linkedin.com/in/jeffreycasale/ Board- https://www.board.com/ Follow Rich: LinkedIn - https://www.linkedin.com/in/rich-wagner1/ Prevedere - a href="https://prevedere.com/" rel="noopener noreferrer"...

    1h 4m
  5. How AI Search Wars Are Changing Business for Professionals to Master Perplexity and ChatGPT 4.5

    MAR 12

    How AI Search Wars Are Changing Business for Professionals to Master Perplexity and ChatGPT 4.5

    In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper talk about the latest AI developments impacting the finance and technology sectors. They discuss Perplexity AI’s rise, OpenAI’s new AI agent pricing, and how finance professionals can leverage cutting-edge AI tools to stay ahead. The growing AI browser wars, with Perplexity challenging Google and Microsoft, and the role of AI-powered financial tools like Lucid Now in transforming forecasting and decision-making for finance professionals. In this episode, you will discover: How Perplexity AI is competing with ChatGPT and Gemini in AI-powered searchThe impact of AI-driven networking tools like Boardy on business connectionsOpenAI’s AI agent pricing and why some models cost up to $20,000 per monthThe AI browser wars and Perplexity’s challenge to Google and MicrosoftHow finance professionals can use AI to enhance efficiency and decision-making AI is advancing rapidly, and finance leaders must adapt to remain competitive. Whether it’s leveraging AI for research, forecasting, or automation, staying informed is key to success in this evolving landscape. As new AI tools emerge, understanding their strengths and limitations will be crucial for making informed decisions. Those who embrace AI early will gain a significant edge in efficiency, strategy, and innovation. Join hosts Glenn and Paul as they unravel the complexities of AI in finance: 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: [00:32] - Perplexity AI’s rise and its impact on AI-powered search [04:19] - Boardy’s AI networking tool and its implications for professionals [05:51] - The risks of AI-generated content and best practices for using AI [16:11] - AI-powered financial tools like Lucid Now and their impact on forecasting [18:53] - Deep Research AI and how finance professionals can use it [28:52] - Final thoughts on AI adoption in finance

    30 min
  6. Why Law Firm Revenue & Cash Flow Forecasting Is a Nightmare (and How to Solve It) with Sean Mooney

    MAR 11

    Why Law Firm Revenue & Cash Flow Forecasting Is a Nightmare (and How to Solve It) with Sean Mooney

    In this episode of Financial Modeler’s Corner, host Paul Barnhurst (aka The FP&A Guy) welcomes Sean Mooney, a senior financial consultant specializing in automated financial modeling for professional services. Sean shares his journey from accounting to financial modeling, the challenges of revenue forecasting for law firms, and the power of Excel automation. Sean Mooney is the founder of SJ Finance, a consultancy specializing in financial modeling automation for professional services firms. With 12+ years of executive finance experience in the UK and Australia, Sean has built financial models that have helped businesses secure millions in funding. He is an expert in Power Query, Excel automation, and M&A financial modeling, helping companies save up to 75% of reporting time through smart automation. Expect to Learn: How Sean transitioned from accounting to financial modelingThe role of Power Query in automating financial modeling processesKey revenue forecasting challenges in law firms and service businessesWhy scenario planning is critical for financial modelsHow financial modeling influences business strategy and decision-making Here are a few quotes from the episode: “Law firms have long cash cycles, so tracking work-in-progress (WIP) is absolutely critical.”“Debt financing can sometimes be a better alternative to private equity, but many business owners don’t realize that.”“The biggest risk in a financial model? A black hole of stagnant WIP that never turns into revenue.” In this episode, Sean Mooney shared his expertise on how automation, Power Query, and strong forecasting techniques can transform financial models from static spreadsheets into dynamic decision-making tools. He advises financial modelers to stress-test their models, embrace automation, and always keep learning. Follow Sean: LinkedIn - http://www.linkedin.com/in/sean-mooney-sjfCompany - https://sjfinance.co.uk/ Follow Paul:  Website - https://www.thefpandaguy.com   LinkedIn - https://www.linkedin.com/in/thefpandaguy  YouTube - https://www.youtube.com/@thefpaguy8376   Follow Financial Modeler's Corner   LinkedIn Page- https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true  Newsletter - Subscribe on LinkedIn-https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast’. Visit https://bit.ly/497oAqW and use the code “Podcast” to...

    40 min
  7. How AI Agents will Streamline and Eliminate Manual Work for FP&A Professionals with Albert Ramos

    MAR 6

    How AI Agents will Streamline and Eliminate Manual Work for FP&A Professionals with Albert Ramos

    In this episode of FP&A Tomorrow, host Paul Barnhurst (The FP&A Guy) welcomes Albert Ramos. He shares his thoughts about financial planning and analysis (FP&A), the role of AI in finance, and how businesses can leverage predictive analytics to make better strategic decisions. They also discuss pricing strategy, AI adoption, and the growing importance of financial professionals transitioning into advisory roles.  Albert Ramos is a fractional CFO, AI strategist, and the founder of Stratego Intel Consulting, an AI-powered fractional CFO and virtual Chief AI Officer firm. With 15 years of executive leadership across finance, operations, sales, and technology, Albert has worked with publicly traded, private equity-backed, and employee-owned companies. He is a strong advocate for mental health awareness in high-pressure industries, emphasizing how AI can help reduce stress and improve efficiency. Expect to Learn: How AI and predictive analytics are shaping the future of finance.Why businesses often get pricing wrong and how FP&A can help fix it.How AI and agent-based automation are streamlining financial processes.Transitioning into a strategic business partner and the key skills required.How AI tools can help reduce anxiety, stress, and improve work-life balance. Here are a few relevant quotes from the episode: “AI won’t replace finance professionals, but those who use AI will replace those who don’t.”“AI can enhance financial modeling, but the human element of strategic thinking is irreplaceable.”“Companies that ignore AI today will be struggling to catch up in the next two years.” Albert explains how AI is revolutionizing finance, why pricing strategy is critical for business success, and how finance professionals can future-proof their careers by evolving into strategic advisors. He also shared an important perspective on mental health, emphasizing how AI can help reduce stress by automating repetitive tasks, allowing finance professionals to focus on higher-value work. Operator’s Guild: Operators Guild is where the best CEOs, CFOs, VPs of finance, and BizOps leaders in the business connect, network, and grow together. Built by operators for operators, this members-only community is home to more than 1000 of the most elite high-growth operators in the world. Experience connection and knowledge share with professionals who understand you like no one else does. Learn more and apply at https://bit.ly/3F6sghS Follow FP&A Tomorrow: Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624  Follow Albert: LinkedIn - https://www.linkedin.com/in/albertramosjr/ Company - https://www.strategointel.com/ Email - albertramosjr@strategointel.com Follow Paul:  Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy Planning in BI...

    1h 2m
  8. AI and ChatGPT Skills Every Finance Expert Needs to Automate Data Analysis and Reporting |Tom Hinkle

    MAR 5

    AI and ChatGPT Skills Every Finance Expert Needs to Automate Data Analysis and Reporting |Tom Hinkle

    In this episode of Future Finance, host Glenn Hopper talks about the intersection of AI, data analytics, and finance with guest Tom Hinkle. Tom is a Microsoft MVP and analytics expert who shares his unique knowledge about AI’s impact on Excel, data science, and workforce analytics. He also discusses his Minesweeper project in Excel and the changing role of finance professionals in an AI-driven world. Tom Hinkle is a Microsoft MVP with 20+ years of experience in analytics, data science, and business intelligence. Based in Charlotte, North Carolina, Tom has worked with major financial institutions, including Bank of America, Wells Fargo, and TIAA. He is known for his problem-solving mindset, technical expertise, and ability to bridge the gap between business and technology. In this episode, you will discover: How AI is revolutionizing Excel and what that means for finance professionals.The role of AI in data cleansing and automation, making finance and analytics work more efficient.Why the best coders may not be the most valuable team members in the future of finance.Insights on Copilot in Microsoft 365 and how it’s changing financial modeling and reporting.The story behind Tom’s Excel Minesweeper project—how he built a game in VBA using AI. As AI continues to automate repetitive tasks, finance professionals must adapt, refine their analytical skills, and focus on storytelling to translate data into meaningful information. Tom’s journey highlights how embracing new technologies like Microsoft Copilot can enhance productivity rather than replace human expertise. Follow Tom: LinkedIn - https://www.linkedin.com/in/tomhinkleclt/ Website - https://excel-cafe.teachable.com/ Minesweeper Game - https://www.thefpandaguy.com/new-page-3 Join hosts Glenn and Paul as they unravel the complexities of AI in finance: 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: [01:46] - Introduction to the Episode [03:36] - Meet Tom Hinkle [06:07] - The Future of AI in Finance [11:53] - AI’s Impact on Excel and Financial Modeling [15:31] - The Skills Professionals Need in an AI-Driven World [24:02] - Building Minesweeper in Excel with AI [29:51] - Exploring Microsoft Copilot & AI Coding Assistants [33:07] - The Importance of Storytelling in Data Analytics [36:54] - Fun Segment & Tom’s Personal Quirk [40:53] - Closing Thoughts

    42 min

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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