The FP&A Guy Network

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

    14H 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
  2. The Transformation Framework for CFOs to Lead Strategy, Culture & Execution at Scale with Paul S. Young

    1D 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
  3. The Power of Teaching in FP&A to Influence Executives & Bridge Communication Gaps with Carl Seidman

    5D AGO

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

    6D AGO

    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
  5. 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
  6. 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
  7. Why AI Projects Fail for Finance Teams and How Power BI and Clean Data Fix It with Khaled Chowdhury

    OCT 22

    Why AI Projects Fail for Finance Teams and How Power BI and Clean Data Fix It with Khaled Chowdhury

    In this episode of Future Finance, host Paul Barnhurst speaks with data expert Khaled Chowdhury, a renowned leader in the data and AI space. Khaled shares his journey from finance to data analytics, offering insights into the evolving role of AI in business decisions, the importance of data clarity, and how tools like Power BI and Fabric are transforming the data landscape. Khaled’s approach to data clarity in the age of AI brings a fresh perspective to the conversation on how companies can leverage data to make better, faster decisions. Khaled Chowdhury is a data expert and founder of Data Crafters, helping businesses, especially in finance, build clear data strategies in the age of AI. With a background in FP&A, Khaled’s unique journey spans from finance director to certified data professional, with expertise in tools like Power BI and Fabric. He’s been recognized globally for his contributions to the data world, empowering organizations to make data-driven decisions. Khaled’s experience bridges finance, technology, and business leadership. In this episode, you will discover: Khaled’s journey from finance to data analytics and AIThe importance of data clarity and the common mistakes companies makeWhy AI and data-driven decisions require a strong foundationHow AI can both enhance and challenge business decision-makingPractical advice on how companies should prioritize AI investments and data management Khaled Chowdhury highlights the importance of building a solid data foundation before diving into AI and advanced tools like Power BI and Fabric. His journey from finance to data leadership demonstrates how clarity, smart data strategies, and a focus on outcomes can transform decision-making. Join hosts Glenn and Paul as they unravel the complexities of AI in finance: Follow Khaled: LinkedIn:https://www.linkedin.com/in/khaledchowdhury/ 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: [02:12] – Khaled’s Journey: From Finance to Data [06:10] – Defining Data Clarity [10:15] – The AI Paradox [14:42] – The Power of Power BI and Fabric [18:30] – The Data Maturity Curve [22:05] – How Companies Should Invest in AI [25:03] – The Future of Data and AI [29:12] – The AI Chatbot Question [34:25] – Wrapping Up: Final Thoughts from Khaled

    35 min
  8. How Excel AI Agents Like Rosie Work for FP&A Tasks but Fail at Building Models with Giles and Ian

    OCT 21

    How Excel AI Agents Like Rosie Work for FP&A Tasks but Fail at Building Models with Giles and Ian

    Note: This episode was recorded and scheduled for release before the recent announcement that Rosie AI is shutting down. In this episode of the ModSquad series on Financial Modeler’s Corner, host Paul Barnhurst is joined by modeling experts Ian Schnoor and Giles Male to evaluate Rosie AI, a new tool that integrates with both Excel and Google Sheets. Together, they test its capabilities in building financial models, solving complex FP&A tasks, and performing real-world use cases. They push Rosie through a series of tests, from basic formula creation to building full three-statement models, and discuss where it excels, where it needs improvement, and its potential future in the world of financial modeling. Expect to Learn How Rosie AI performs in real-world financial modeling tasksThe strengths and weaknesses of Rosie in building models and formulasKey insights into how AI tools are evolving in financial modelingThe importance of knowing how to validate AI-generated modelsHow Rosie compares with other AI tools and traditional financial modeling techniques Here are a few quotes from the episode: “AI can’t replace the need for modelers to understand the logic, but it can help speed up certain tasks.” - Giles Male“If you know what you’re doing, these tools can save you time. If you don’t, you need to double-check everything.” - Ian Schnoor Follow Ian Schnoor: LinkedIn -  https://www.linkedin.com/in/ianschnoor/ Follow Giles Male: LinkedIn -  https://www.linkedin.com/in/giles-male-30643b15/ Rosie AI: https://www.askrosie.ai/ In today’s episode: [02:23] - Excel Turns 40 [07:29] - Microsoft’s AI Agent vs. Modeling Tools [16:18] - Exploring Rosie’s Website and Features [25:35] - Real-World FP&A Test: Trial Balance Summary [35:53] - Deferred Revenue Schedule Test [50:54] - Detecting Inconsistent Formulas in Financial Models [01:00:53] - Testing Rosie AI on a Five-Year Forecast Model Build [01:08:31] - Final Thoughts: Where AI Helps and Where It Doesn’t

    1h 12m
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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
    256
  • Rating
    Clean
  • Copyright
    © Copyright 2025 Paul Barnhurst
  • Show Website
    The FP&A Guy Network

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