FP&A Unlocked

In this episode of FP&A Unlocked, host Paul Barnhurst is joined by Glenn Snyder and Rosemary Linden to talk about the important role of FP&A in today’s business world. They share stories from their careers, including lessons learned from failures, unique requests they've received, and their experiences navigating the complex world of finance. Glenn Snyder brings years of experience in finance and FP&A, focusing on budgeting, strategy, and improving financial processes. Rosemary Linden is the founder and president of Momentum CFO, where she provides fractional CFO services and FP&A consulting. With over 25 years in the industry, she recently won CFO of the Year from the San Diego Business Journal and is passionate about mentoring women in finance. Expect to Learn: How clarity, influence, and foresight define great FP&A work The importance of empathy and communication in leadership roles Real-world lessons from career failures and how to bounce back Best practices for budgeting and data governance How to make sure your financial forecasting is both transparent and trustworthy Here are a few quotes from the episode: “FP&A is all about helping leaders make better, faster decisions.” – Glenn Snyder “The way you say things can matter just as much as what you say in FP&A.” – Rosemary Linden Glenn and Rosemary shared valuable insights on the strategic role of FP&A, the importance of empathy in leadership, and how to learn from failures. Their stories and advice will help anyone in finance make a greater impact within their organization. Tune in for more practical tips on navigating the world of FP&A! 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 Rosemary Linden: LinkedIn - https://www.linkedin.com/in/rosemarylinden/ Company - https://www.linkedin.com/company/momentumcfo/ 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: [02:04] – What makes great FP&A [07:00] – Glenn’s career failure and lesson [11:06] – Rosemary on empathy and tone in FP&A [19:09] – Managing failure [26:00] – Unusual FP&A requests [38:40] – Streamlining budgeting and setting targets [45:30] – Importance of data governance [49:40] – FP&A’s role in raising capital [54:35] – Final thoughts on FP&A’s impact

In this episode of FP&A Unlocked , host Paul Barnhurst sits down with Omar Choucair, the CFO of Trintech, to discuss the evolving role of the CFO, the importance of technology in finance, and the strategic value of FP&A teams. Omar shares insights on how AI is transforming financial operations, the need for technical skills in FP&A, and the shift in CFO responsibilities over the years. Omar Choucair brings over 25 years of experience in corporate finance, accounting, governance, and FP&A. His background spans private equity, public company software businesses, and M&A deals, having successfully navigated over 40 major transactions. With expertise in financial software solutions, he leads Trintech in helping businesses automate and streamline critical financial processes. Expect to Learn: The evolving responsibilities of CFOs and the strategic value they provide in today's organizations How AI and technology are revolutionizing finance and FP&A functions The critical role of FP&A in helping companies understand and act on data Why intellectual curiosity and technology expertise are essential for modern FP&A professionals Key insights on hiring and developing top FP&A talent Here are a few quotes from the episode: “To be successful in FP&A, you have to be technically savvy. If you are afraid of technology, you will not do well in FP&A.” – Omar Choucair “The CFO is the voice of reason, objective under pressure, and the protector of the company and its employees.” – Omar Choucair Omar discusses the increased pressure on CFOs, the growing reliance on AI tools like ChatGPT, and the importance of being inquisitive to drive better financial insights. He also touches on the importance of collaboration between FP&A and other departments to drive business success and better decision-making. 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 Omar: LinkedIn - https://www.linkedin.com/in/omar-choucair-cpa-80264815/ Company - https://www.trintech.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: [02:04] - Omar’s Career Journey and Experience in Finance [04:41] - Defining Great FP&A and What It Looks Like in Practice [07:19] - The Role of Technology in Modern FP&A [11:40] - Leveraging AI to Drive Efficiency in Finance [14:04] - The Key to Unlocking FP&A Success [26:21] - Best Practices for Building and Leading an FP&A Team [33:13] - Integrating Business Intelligence into FP&A Workflows [38:55] - Managing the Budgeting Process and Alignment with ELT [44:27] - Key Skills for Future FP&A Leaders and Career...

In this episode of FP&A Unlocked , host Paul Barnhurst sits down with Rishi Sapra to explore how finance professionals can leverage business intelligence tools like Power BI to drive better decision-making. Rishi discusses how the role of FP&A is evolving with technology, and why it’s essential for finance teams to not only consume data but to create and model it in ways that deliver actionable insights. Rishi Sapra is a Group Manager at Avanade, a global technology consulting firm, and a Microsoft Most Valuable Professional (MVP). With over 20 years of experience in major firms such as Deloitte, KPMG, HSBC, and Accenture, Rishi combines his financial expertise with cutting-edge data and AI solutions. Rishi is also the founder of Power Platform Finance, where he runs an accelerator program to teach finance professionals how to use tools like Power BI, Power Query, and semantic modeling to transform business data into actionable insights. Expect to Learn: Why learning Power Query is a must-have skill for every finance professional The mindset shift from being a consumer of data to becoming a creator of data solutions How to build simple, effective data models and dashboards using Power BI Tips for applying semantic models and data storytelling in financial reporting How AI and business intelligence tools are changing the role of FP&A professionals Here are a few quotes from the episode: “As a finance professional, you need to understand not just the data, but how to create the solutions that bring out insights from it.” – Rishi Sapra “It’s less about learning every tool, and more about understanding the fundamentals that remain the same, regardless of the software.” – Rishi Sapra Rishi Sapra highlights the importance of shifting from being a consumer to a creator of data solutions within finance teams. By mastering tools like Power BI and embracing a mindset of data storytelling, finance professionals can unlock actionable insights and drive meaningful change. Rishi’s advice empowers finance teams to not just adapt to technology, but to lead the way in transforming business intelligence. 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 Rishi: LinkedIn - https://www.linkedin.com/in/rsaprano/ Website - www.rishisapra.com Company 1 - www.msfabrictraining.com Company 2 - www.learndatainsights.com Company 3 - www.powerplatformfinance.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...

In this episode of FP&amp;A Unlocked , host Paul Barnhurst takes you inside the Campfire Finance Forward AI Summit in San Francisco, a one-of-a-kind event exploring how AI is transforming finance. Instead of one guest, this special edition features four conversations with top finance leaders and innovators who share what they’re seeing, building, and doing with AI in real time. From ERP innovation to the EQ behind great CFOs, this episode delivers tactical advice and big-picture thinking from the forefront of modern finance. John Glasgow is the CEO and co-founder of Campfire, leading the charge in AI-native ERP innovation for modern finance teams. CJ Gustafson, the founder of Mostly Metrics and a former CFO, brings real-world insights on scaling, AI adoption, and the shift from executive to creator. Libby Francke, Head of Finance at Klarity, shares her experience modernizing data infrastructure and running a lean, high-impact finance function with Campfire. Kevin Neary, VP of Finance at Brainly, reflects on managing global finance operations and how AI is helping his team boost efficiency and productivity. Expect to Learn: Why Campfire is building an AI-native ERP with its own large accounting model How to identify when legacy systems like QuickBooks are holding your company back What makes great FP&amp;A beyond technical skill: EQ, storytelling, and sniff tests How to think tactically about AI adoption, agents, and automation Here are a few quotes from the episode: “Trying to make the most of AI and low-cost solutioning is how we’re building the finance function of the future.” - Libby Francke “A lot of companies are stuck in pilot purgatory; they test AI, think it’s cool, but don’t know how to roll it out.” - CJ Gustafson This special episode of FP&amp;A Unlocked captures the momentum and insight from the Campfire Finance Forward AI Summit, showcasing how finance leaders are navigating the rapid shift toward AI-native systems. From foundational models to practical automation, the conversations with John Glasgow, CJ Gustafson, Libby Francke, and Kevin Neary highlight that the future of finance isn’t just about technology; it’s about strategic thinking, clean data, and bold leadership. 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&amp;utm_medium=podcast&amp;utm_campaign=100225_fpaguy Follow John: LinkedIn - www.linkedin.com/in/johnglasgow/ Follow CJ Gustafson: LinkedIn - https://www.linkedin.com/in/cj-gustafson-13140948/ Follow Libby: LinkedIn - https://www.linkedin.com/in/libby-francke-cpa-831b4854/ Follow Kevin: LinkedIn - https://www.linkedin.com/in/kevin-neary-cpa/ Earn Your CPE Credit For CPE credit, please go to <a href="http://earmarkcpe.com" rel="noopener noreferrer"...

In this episode of FP&amp;A Unlocked , Paul welcomes James Myers, a financial systems and planning expert known for helping organizations modernize their FP&amp;A functions. Drawing from years of experience implementing planning, modeling, and consolidation tools, James breaks down what makes FP&amp;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&amp;A system is broken and ready for replacement How to select the right planning or modeling tool for your company size The real cost behind system implementation (and how to plan for it) Why clean data and cross-functional collaboration are essential Best 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&amp;A is to be a true value partner to the business—combining data, strategy, and people.” - James Myers James Myers reminds us that FP&amp;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&amp;utm_medium=podcast&amp;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&amp;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&amp;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&amp;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...

In this episode of FP&amp;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&amp;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 &amp; 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 value How to design KPIs that align with both strategy and financial outcomes Why most pricing problems are rooted in poor positioning, not high costs How to diagnose problems through both numbers and conversations The 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&amp;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&amp;utm_medium=podcast&amp;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&amp;A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details. In Today’s Episode [04:05] - What Defines Great FP&amp;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&amp;A Fast Five [48:31] - Final Advice:...

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 Learn How Liberty Bank integrates strategic planning into its budgeting cycle for real impact Why creating a Business Transformation Office and EPMO was a game-changer Where AI and intelligent automation fit in the finance function, without losing the human touch How finance apprenticeship and rotational programs are developing future leaders Paul’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. Young LinkedIn: 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 on LinkedIn: 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&amp;s=09" rel="noopener noreferrer"...

In this episode of FP&amp;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&amp;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&amp;A must go beyond the spreadsheet and into the realm of influence. Expect to Learn: Why teaching is an essential skill for every FP&amp;A professional How to tailor your message to different audiences, from analysts to executives Why oversharing details can derail your influence How 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&amp;A is often the bridge, translating finance for operations and operations for finance.” - Glenn Snyder Carl Seidman reminds us that the heart of FP&amp;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&amp;utm_medium=podcast&amp;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&amp;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&amp;A as a Teacher” Mean? [08:20] - Teaching Early in Your Career [19:33] - Who Does FP&amp;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

In this episode of FP&amp;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&amp;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 them The value of simplicity in finance systems and processes How behavioral insights and empathy can improve analytics Why storytelling matters more than models at the executive level Tips 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&amp;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&amp;utm_medium=podcast&amp;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&amp;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&amp;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&amp;A Skills: From Excel to Selling the Story [55:49] - Final Thoughts and How to Connect

In this episode of FP&amp;A Unlocked , host Paul Barnhurst (The FP&amp;A Guy) welcomes Willian Gomes, a finance and analytics professional with over 15 years of experience spanning telecommunications, aerospace, investment markets, and consumer goods. Willian shares how combining technical expertise with empathy and communication skills has enabled him to thrive as a financial partner across 60 countries in EMEA. Willian Gomes is a seasoned FP&amp;A and data analytics professional currently supporting EMEA supply chain operations at a global consumer goods company. Based in Brazil, he holds an MBA in Project Management and advanced certifications in machine learning from Stanford. Willian brings deep expertise in automation, process improvement, and financial storytelling, having saved tens of thousands of work hours through custom-built tools and insights-driven analysis. Expect to Learn: How to evaluate whether an automation project is worth pursuing The challenges of implementing machine learning in corporate environments How Python enables scalable automation over Excel How cultural awareness enhances business partnering across global teams Here are a few quotes from the episode: "Finance isn’t just about numbers, it’s about helping people make better decisions." – Willian Gomes "Empathy is a skill that’s not often associated with finance, but it’s essential for business partnering." – Willian Gomes Willian Gomes shows how true FP&amp;A impact comes from blending technical expertise with empathy, communication, and continuous learning. His journey across industries and continents highlights the value of automation, cultural awareness, and a people-first mindset. This episode is a testament to how finance leaders can drive change by being both data-driven and deeply human.. Campfire: AI-First ERP: Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for general ledger, revenue automation, close management, and more, all in one unified platform. Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&amp;utm_medium=podcast&amp;utm_campaign=100225_fpaguy Follow Willian: LinkedIn - https://www.linkedin.com/in/wjgomesds/?originalSubdomain=br 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&amp;A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details. In Today’s Episode [02:48] - Willian’s Background and Global Role [04:03] - What Great FP&amp;A Looks Like [11:46] - Moving Back to FP&amp;A from Data Analytics [19:52] - Where FP&amp;A Struggles with Analytics [27:16] - Saving 7,000 Hours with Automation [38:55] - Must-Have Tech and Soft Skills [44:36] - Travel and Fun Facts [47:49] - Final Advice for FP&amp;A Pros

Note: Please note that all opinions and thoughts shared during this episode represent those of our guest, who joined in his own personal capacity and he is not representing any of the companies he works for. In this episode of FP&amp;A Unlocked, host Paul Barnhurst welcomes Todd Niemann, Treasurer at Varo Bank, who shares his unique path through finance, treasury, and FP&amp;A across multiple startup banks. Todd discusses how he helped launch and scale three new banking institutions, how FP&amp;A supports better decision-making in banking, and why he believes Python is transforming financial analysis. Todd Niemann is the Treasurer at Varo Bank, where he oversees treasury and FP&amp;A functions. A CFA charterholder with an MBA from Brigham Young University and a BA from Utah State University, Todd has helped build treasury and FP&amp;A teams for three startup banks. His background spans banking, investing, and corporate finance, making him an authority on financial analytics and modeling in regulated industries. Expect to Learn: How to build and scale FP&amp;A and treasury functions at startup banks Why speed and accuracy are essential hallmarks of effective FP&amp;A How to forecast effectively when historical data doesn’t exist The benefits of learning Python for finance automation and analytics Here are a few quotes from the episode: “The best FP&amp;A teams don’t wait for perfect data; they create frameworks that help the business move forward anyway.” - Todd Niemann “In finance, speed matters. The faster you can analyze accurately, the more valuable you are.” - Todd Niemann Todd Niemann brings clarity to how FP&amp;A drives smarter banking decisions through data, speed, and precision. His journey shows the power of combining technical skill with curiosity and innovation. This episode proves that the future of finance belongs to those who build, automate, and never stop learning. Campfire: AI-First ERP: Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for general ledger, revenue automation, close management, and more, all in one unified platform. Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&amp;utm_medium=podcast&amp;utm_campaign=100225_fpaguy Follow Todd: LinkedIn - https://www.linkedin.com/in/toddniemann/ 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&amp;A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details. In Today’s Episode [02:58] - What Makes Great FP&amp;A? [05:27] - Building FP&amp;A at New Banks [10:37] - Banking and Regulation [15:08] - Challenges of FP&amp;A in Early-Stage Banks [23:08] - Learning and Applying Python in Finance [31:51] - Predicting Deposits with Big Data [38:21] - Recommended Reading for Finance Pros [40:19] - Top Technical and Soft Skills for FP&amp;A [42:48] - What Todd Would Change About FP&amp;A [47:00] - Wrapping Up the Conversation

In this episode of FP&amp;A Unlocked, host Paul Barnhurst is joined by Alex Fabry, the founder of KFA, an advisory firm focused on scaling businesses.. Alex takes us through his journey from FP&amp;A to private equity, sharing his valuable experiences working at firms like Saber, BCG, and Charles Bank Capital Partners. Their conversation explores how FP&amp;A can serve as a stepping stone to leadership and investment roles, and the key skills that helped Alex succeed in both corporate finance and private equity. Alex Fabry is the founder and managing partner of KFA, a private investment and advisory firm focused on growing and scaling businesses in Saint Louis. Before founding KFA, Alex started his career in FP&amp;A roles at Saber, where he supported multi-billion dollar business units, managed complex budgets, and played a pivotal role in the $1.2 billion sale of Active Network to Global Payments. Alex also has experience as a Vice President at Charles Bank Capital Partners. He holds an MBA from the Kellogg School of Management at Northwestern University. Expect to Learn: How FP&amp;A provides a solid foundation for leadership and private equity operator roles. The significance of automation in improving FP&amp;A efficiency and enabling more strategic analysis. Why private equity and FP&amp;A require different skill sets but can work in tandem to drive business growth. Key skills FP&amp;A professionals need to transition into private equity. The value of relationships and trust in both FP&amp;A and private equity environments. Here are a few quotes from the episode: “The real value of FP&amp;A is in helping businesses make decisions, not just report numbers.” - Alex Fabry “Being a business partner looks different depending on the business—it's about them, not you." - Alex Fabry Alex shared thoughtful and practical insights into the evolving role of FP&amp;A in driving business success and the transition to private equity. He highlighted the importance of automation and strategic analysis in improving financial operations, the value of building strong business relationships, and how FP&amp;A professionals can leverage their skills to thrive in the private equity space. Alex’s journey serves as a valuable playbook for those looking to navigate the complexities of both FP&amp;A and private equity, emphasizing the need for adaptability, operational efficiency, and a keen understanding of the bigger business picture. Campfire: AI-First ERP: Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for general ledger, revenue automation, close management, and more, all in one unified platform. Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&amp;utm_medium=podcast&amp;utm_campaign=100225_fpaguy Follow Alex: LinkedIn - https://www.linkedin.com/in/alex-fabry/ 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&amp;A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details. In Today’s Episode [02:27] - Alex’s Background [03:50] - What Makes Great FP&amp;A? [14:03] - The Three Key Questions in Finance [18:38] - Private Equity...

In this episode of FP&amp;A Tomorrow , host Paul Barnhurst and co-host Glenn Snyder discuss the dynamic intersection of private equity and financial planning &amp; analysis (FP&amp;A). With private equity firms increasingly focused on operational value creation over financial engineering, this discussion offers valuable insights into the evolving expectations for FP&amp;A teams within PE-backed companies. The conversation covers everything from deal flow trends and building high-performing FP&amp;A functions to the nuances of trust, alignment, and data in the PE environment. Nate is a Senior Managing Director at Riveron Consulting, where he leads the private equity practice. With extensive experience supporting portfolio companies, Nate brings a sharp understanding of how to structure FP&amp;A functions that drive value from early investment to exit. Jamie is Director of Financial Operations at Trivest Partners, a middle-market private equity fund. Jamie works closely with FP&amp;A teams across Trivest’s portfolio, guiding companies through growth, transformation, and exit, with a clear focus on data-driven decision-making and operational excellence. Expect to Learn: How private equity firms are shifting from financial engineering to operational value creation. Why FP&amp;A is becoming a core strategic partner in PE-backed companies. The importance of early investment in data, tech stacks, and FP&amp;A infrastructure. The difference between corporate FP&amp;A and PE-backed FP&amp;A environments. What skills and traits do PE firms value most when hiring FP&amp;A professionals? Here are a few quotes from the episode: “Private equity used to be all about financial engineering; now it’s about operational value creation.” - Jamie Lukaszewski “The most successful FP&amp;A teams are the ones that align financial and operational KPIs to tell a complete story.” - Nate Heeren "You're not going to win many races with your legs tied together; you've got to be set up for success." - Nate Heeren Nate and Jamie shared thoughtful and practical insights into the evolving relationship between private equity and FP&amp;A. They emphasized the growing importance of operational value creation, the foundational role of trust and alignment, and the need for robust data infrastructure to support strategic decision-making. Get Certified with the FPAC Credential Earn the only FP&amp;A credential that proves your expertise and commitment to the profession. Use TheFPAGuy-FPAC for $150 off the Exam Use TheFPAGuy-FPACEPP for $100 off the Exam Prep Platform Learn more: https://www.thefpandaguy.com/fpa-certifications AFP FP&amp;A Forum: All insights. Zero spin. March 23 – 25 in Indianapolis This immersive, three-day event is built for financial professionals, by financial professionals , and it’s designed to help you sharpen your skills, stay on top of trends, and connect with peers who understand your challenges. Learn more: https://www.financialprofessionals.org/events/meetings/afp-fp-a-forum Follow FP&amp;A Tomorrow: Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Nate: LinkedIn - <a...

In this episode of FP&amp;A Tomorrow, host Paul Barnhurst welcomes Andrej Lapajne, the CEO and founder of Zebra BI. Andrej shares his thoughts on the evolving role of data visualization in financial planning and analysis, the importance of clear communication through standardized visuals, and how automation is transforming the way we analyze and present financial data. Later in the episode, Paul and Andrej discuss the challenges of data modeling, how AI is shaping business intelligence, and why effective data storytelling is crucial for making impactful business decisions. Andrej Lapajne is the CEO and founder of Zebra BI, a company dedicated to revolutionizing the way businesses communicate financial insights. With over 20 years of experience in business intelligence and data visualization, Andrej has helped organizations across industries implement better reporting systems. He is a passionate advocate for the International Business Communication Standards (IBCS), a methodology he helped popularize to improve data reporting and visualization. Expect to Learn: Why is consistent, clear communication in data visualization vital for FP&amp;A professionals? The key skills FP&amp;A professionals need to master such as data modeling and communication. How Zebra BI helps businesses generate actionable insights with ease. Andrej's methodology for data visualization and the importance of standardized charting in business reporting. Key advice on mastering data modeling and communication skills for finance professionals Here are a few quotes from the episode: “Effective communication is the key to FP&amp;A. You can have all the data, but if you can’t communicate the insights, it’s wasted.” - Andrej Lapajne “AI is transforming the way we consume analytics and freeing up time for more strategic decision-making.” - Andrej Lapajne "If your dashboard doesn’t show variances, it’s not actionable. You’re just looking at pretty colors." - Andrej Lapajne Andrej Lapajne shared a clear and insightful perspective on the future of data visualization in financial planning and analysis. He emphasized the need for standardized communication, the importance of clean data, and the power of automation in transforming analytics. Together with Paul Barnhurst, this episode highlights the critical role of FP&amp;A professionals in driving business decisions and how the integration of effective data visualization and modern technology will shape the future of the profession. Get Certified with the FPAC Credential Earn the only FP&amp;A credential that proves your expertise and commitment to the profession. Use TheFPAGuy-FPAC for $150 off the Exam Use TheFPAGuy-FPACEPP for $100 off the Exam Prep Platform Learn more: https://www.thefpandaguy.com/fpa-certifications AFP FP&amp;A Forum: All insights. Zero spin. March 23 – 25 in Indianapolis This immersive, three-day event is built for financial professionals, by financial professionals , and it’s designed to help you sharpen your skills, stay on top of trends, and connect with peers who understand your challenges. Learn more: https://www.financialprofessionals.org/events/meetings/afp-fp-a-forum Follow FP&amp;A Tomorrow: Newsletter - Subscribe on LinkedIn - <a href="https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624" rel="noopener noreferrer"...

In this episode of FP&amp;A Tomorrow, host Paul Barnhurst welcomes Patrick Culkin, the new President and CEO of AFP. Pat shares his thoughts on leadership, professional development, and the evolving role of finance as AFP looks to expand its global reach and support a changing profession. Later in the episode, Paul gives a walk-through of his scenario planning framework using Gen AI, followed by a conversation with Bryan Lapidus about the return of the FP&amp;A Forum, the state of the profession, and what financial professionals need most right now. Patrick Culkin is the President &amp; CEO of the Association for Financial Professionals (AFP), stepping into the role in July 2025 after more than two decades with the organization. He previously served as Executive Vice President and began his AFP journey in Human Resources. Bryan Lapidus, FPAC, is Director of the FP&amp;A Practice at AFP, where he leads thought leadership, education, and community-building for financial planning professionals. With a background in corporate finance and consulting, Bryan is also a certified FPAC holder. Expect to Learn: What drives AFP’s mission and how its leadership is preparing for the future of finance. How finance professionals can navigate uncertainty, AI adoption, and rapid change. Why growing a strong professional network is key to career and organizational success. A practical framework for scenario planning and how Gen AI can support it. What to expect from the FP&amp;A Forum and why it’s become a must-attend event for finance professionals. Here are a few quotes from the episode: “Everything we do at AFP has to drive the success of the corporate finance professional. That’s our North Star.” - Patrick Culkin “Technology is a tool; what really matters is how you use it to drive better business outcomes.” - Bryan Lapidus “Everyone in the company plans, but FP&amp;A is about return on capital; that’s what sets us apart.” - Bryan Lapidus Patrick Culkin shared a clear and practical outlook on the future of corporate finance. He highlighted the importance of staying connected, continuing to learn, and being ready to adapt as the profession evolves. Together with insights from Bryan Lapidus and Paul Barnhurst, this episode underscores the growing role of finance as a strategic partner in business. Get Certified with the FPAC Credential Earn the only FP&amp;A credential that proves your expertise and commitment to the profession. Use TheFPAGuy-FPAC for $150 off the Exam Use TheFPAGuy-FPACEPP for $100 off the Exam Prep Platform Learn more: https://www.thefpandaguy.com/fpa-certifications AFP FP&amp;A Forum: All insights. Zero spin. March 23 – 25 in Indianapolis This immersive, three-day event is built for financial professionals, by financial professionals , and it’s designed to help you sharpen your skills, stay on top of trends, and connect with peers who understand your challenges. Learn more: https://www.financialprofessionals.org/events/meetings/afp-fp-a-forum Follow FP&amp;A Tomorrow: Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Patrick: LinkedIn - <a...

In this episode of FP&amp;A Tomorrow, host Paul Barnhurst welcomes Garry Ridge, former CEO of WD-40 Company and a globally recognized leadership coach, to discuss how company culture and employee engagement can drive business success. With his extensive experience building a culture of trust, respect, and belonging, Garry shares how FP&amp;A professionals can align financial strategy with a purpose-driven organizational culture. From leadership to mental health in the workplace, Garry’s insights provide valuable lessons for creating thriving teams and lasting business impact. Garry Ridge is a purpose-driven leader, coach, and global keynote speaker. As the former Chairman and CEO of WD-40 Company, Garry led the brand to become one of the world’s most trusted names, achieving over 90% employee engagement and consistent shareholder growth. Known as The Culture Coach, Garry helps leaders create values-driven workplaces where learning, innovation, and connection fuel success. He is the author of Any Dumb-Ass Can Do It and co-author of Helping People Win at Work with Ken Blanchard. Expect to Learn: The connection between company culture and business success How FP&amp;A can guide strategy while fostering engagement Why servant leadership is key to unlocking innovation Practical advice on building a workplace of belonging The importance of "learning moments" in continuous improvement Here are a few quotes from the episode: "Great FP&amp;A looks like a road map to a destination that’s directionally very concise and understandable." - Garry Ridge "If only a small percentage of your organization is passionately working on executing your strategy, you’ll get limited outcomes." - Garry Ridge "If you want to create a high-performing culture, focus on building trust, respect, and belonging." - Garry Ridge Garry Ridge offered a powerful vision for the future of leadership and organizational culture, one where trust, respect, and belonging are the foundations of success. He emphasized that great leaders are not just managers, but coaches who inspire their teams to thrive by focusing on values-driven cultures. From building employee engagement to navigating mental health challenges, Garry’s insights provide actionable guidance for leaders looking to create work environments where people feel valued, connected, and empowered to contribute to a greater purpose. Get Certified with the FPAC Credential Earn the only FP&amp;A credential that proves your expertise and commitment to the profession. Use TheFPAGuy-FPAC for $150 off the Exam Use TheFPAGuy-FPACEPP for $100 off the Exam Prep Platform Learn more: https://www.thefpandaguy.com/fpa-certifications AFP FP&amp;A Forum: All insights. Zero spin. March 23 – 25 in Indianapolis This immersive, three-day event is built for financial professionals, by financial professionals , and it’s designed to help you sharpen your skills, stay on top of trends, and connect with peers who understand your challenges. Learn more: https://www.financialprofessionals.org/events/meetings/afp-fp-a-forum Follow FP&amp;A Tomorrow: Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow...

In this episode of FP&amp;A Tomorrow , host Paul Barnhurst is joined by William Spengler, founder of Frederick Fox, a recruiting firm specializing in placing top-tier finance and accounting talent. They discuss what employers are looking for in FP&amp;A professionals and the growing demand for technical skills such as Power BI, Tableau, and SQL. William shares insights into the current job market, what makes candidates stand out, and why effective communication and a curious mindset are essential for success in finance. The episode is packed with practical advice for job seekers and finance professionals looking to advance in their careers. William is the founder and principal of Frederick Fox, a recruiting firm that specializes in placing finance and accounting talent. Since its launch in 2019, Frederick Fox has grown rapidly, serving over 700 clients with a team of 55+ experienced recruiters. The firm has achieved this growth without outside funding, focusing on speed, accountability, and results. Frederick Fox has redefined the recruiting process, prioritizing lean systems and performance-based partnerships to help companies make confident hires. Outside of work, William is a guitar-playing father of three, a math nerd turned entrepreneur, and an enthusiast of spicy food and hot yoga. Expect to Learn: Why accounting and finance roles are becoming more crucial to businesses today How to stand out as an FP&amp;A candidate in a competitive job market The importance of mastering technical tools like Power BI, Tableau, and SQL Why humble curiosity is key to becoming a better business partner How recruiters assess FP&amp;A candidates and what skills they prioritize Here are a few quotes from the episode: “Accountants are becoming like the new software engineers. They’re in high demand and increasingly critical to business operations.” - William Spengler “The biggest mistake candidates make is not reaching out directly to hiring managers with relevant examples. Networking is key.” - William Spengler “If you're not networking continuously, you're not future-proofing your career.” - William Spengler William Spengler shared valuable insights into the FP&amp;A job market, highlighting the demand for technical skills, the importance of effective communication, and the value of humble curiosity. His practical advice on networking, understanding business needs, and positioning yourself for success will help both job seekers and finance professionals advance in their careers. World-class Digital FP&amp;A Course Bundle: Sign up for over ten hours of video content with 4 different courses and 8 modules on FP&amp;A topics, including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for? Sign up today: https://bit.ly/4decOf3 Follow FP&amp;A Tomorrow: Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow William: LinkedIn - www.linkedin.com/in/william-spengler-2193433a Website: https://frederickfox.com/ Facebook: <a href="https://www.facebook.com/FrederickFoxGroup/" rel="noopener noreferrer"...

In this episode of FP&amp;A Tomorrow, host Paul Barnhurst explores the transformation of finance into a strategic driver of business performance with seasoned CFO Darrell Cox. They unpack the modern challenges of FP&amp;A, emphasizing how teams can move beyond traditional reporting to become proactive, data-savvy partners across the organization. Darrell shares real-world insights on forecasting, revenue intelligence, sales collaboration, and building a tech-enabled finance function that delivers tangible value. Darrell Cox is the Chief Financial Officer at Una Software, bringing over 25 years of executive leadership across high-growth companies. His background includes CFO roles at Vena Solutions and FreshBooks, as well as leadership positions at Virgin Mobile, Rogers Communications, and ATI Technologies. Known for scaling finance teams and overseeing more than $1 billion in exits and transactions, Darrell focuses on blending financial insight with operational data to elevate finance's role as a strategic partner. Expect to Learn: Why FP&amp;A must evolve into strategic finance to remain relevant How to continuously improve forecasting through agile, data-rich practices The critical role of CRM and daily data in revenue intelligence How finance and sales can work together as partners, not opponents Career advice for FP&amp;A professionals aiming to become CFOs Here are a few quotes from the episode: “If you're not networking continuously, you're not future-proofing your career.” - Darrell Cox “Come bearing gifts, not with a rubber stamp and a hatchet. That's how you partner with sales.” - Darrell Cox “It’s no good having a beautiful bathroom if there’s no water going to it. You need the plumbing.” - Darrell Cox Darrell Cox brings sharp insights and practical wisdom to this episode of FP&amp;A Tomorrow, shedding light on how finance can step up as a true business partner. Whether you're building forecasts, aligning with sales, or plotting a path to CFO, Darrell's experience and advice offer a roadmap to smarter, more strategic finance. Easy Strategic FP&amp;A: Introducing BEZ (BE EASY), with Agentic AI capabilities to maximize FP&amp;A’s strategic impact. Automate complex FP&amp;A processes and have a conversation with your data. Modern FP&amp;A can Be Easy. Learn more at: https://bit.ly/3H0Dqpp Follow FP&amp;A Tomorrow: Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Darrell: LinkedIn - https://www.linkedin.com/in/darrell-cox-547a461/?originalSubdomain=ca Website - https://unasoftware.com/ Follow Paul: Website - https://www.thefpandaguy.com/ LinkedIn - https://www.linkedin.com/in/thefpandaguy 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

In this episode of FP&amp;A Tomorrow, host Paul Barnhurst and co-host Glenn Snyder explore what really makes a budgeting process succeed, or fall apart. Drawing from decades of experience in finance and corporate strategy, Paul and Glenn share lessons learned from real budgeting cycles, including where things went wrong and how they were fixed. They cover everything from headcount planning mistakes and unrealistic timelines to aligning business partners and creating buy-in at the executive level. Whether you're in the middle of budget season or preparing for one, this conversation is packed with practical advice you can take straight to your team. Glenn Snyder is a strategic finance leader with deep experience across public, private equity, private equity-owned, and family-owned companies. He currently serves as Head of FP&amp;A at Riveron and brings expertise in financial analysis, corporate strategy, modeling, and budgeting. Glenn has worked across several industries including SaaS (healthcare and telecom), eCommerce, data centers, and FinTech. He is also a Fractional CFO, mentor, and educator, with a long-standing connection to UCLA where he supports students and emerging finance professionals Expect to Learn: Why automation should be baked into FP&amp;A from day one What accountability-based forecasting looks like in practice How to shift FP&amp;A from a cost center to an operational partner Practical methods for protecting your most valuable asset: time Why “humble curiosity” is essential to understanding the business Here are a few quotes from the episode: "Fully burdened compensation isn’t just salary plus bonus, there’s a lot more under the hood." - Glenn Snyder "Budgeting is a chance to learn the business, not just fill in a template." - Glenn Snyder "Finance exists to help the business make better, faster decisions." - Paul Barnhurst Glenn Snyder emphasized that budgeting is most effective when it's collaborative, strategic, and grounded in real business understanding. He reminded us that finance’s role is to support decision-making, not just manage numbers. With clear communication and thoughtful planning, budgeting can become a tool for alignment and impact. Easy Strategic FP&amp;A: Introducing BEZ (BE EASY), with Agentic AI capabilities to maximize FP&amp;A’s strategic impact. Automate complex FP&amp;A processes and have a conversation with your data. Modern FP&amp;A can Be Easy. Learn more at: https://bit.ly/3H0Dqpp Follow FP&amp;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/ Website - onemomentintimenovel.com Follow Paul: Website - https://www.thefpandaguy.com/ LinkedIn - https://www.linkedin.com/in/thefpandaguy Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com , listen to the episode, download the app, answer a few...

In this episode of FP&amp;A Tomorrow, host Paul Barnhurst welcomes Brian McGrath, Co-Founder and COO of FutureView Systems, to explore how FP&amp;A teams can scale smarter, automate faster, and operate as strategic business partners. With over 20 years of experience leading finance transformations in high-growth companies, Brian dives into why finance must be more than a cost center, it should be a driver of operational success and storytelling. From automation frameworks to AI and the power of curiosity, Brian shares lessons that can help FP&amp;A professionals become essential, not just operational. Brian McGrath is the Co-Founder and COO of FutureView Systems, a firm dedicated to delivering scalable, technology-enabled FP&amp;A solutions for growing companies. A graduate of the University of Florida and UNC Chapel Hill, Brian has helped organizations streamline processes, eliminate manual workflows, and build finance functions that influence real-time decisions. His hands-on experience, systems thinking, and deep commitment to automation and business alignment make his insights invaluable for any finance professional ready to modernize their approach. Expect to Learn: Why automation should be baked into FP&amp;A from day one What accountability-based forecasting looks like in practice How to shift FP&amp;A from a cost center to an operational partner Practical methods for protecting your most valuable asset: time Why “humble curiosity” is essential to understanding the business Here are a few quotes from the episode: “The best way to elevate your career? Focus more on your customer’s success than your own.” - Brian McGrath “FP&amp;A should be embedded in operations, helping deploy capital in ways that truly move the business.” - Brian McGrath “Accountability-based forecasting means budget owners own their numbers, finance is there to support, not control.” - Brian McGrath Brian McGrath delivered a compelling vision for the future of FP&amp;A, one where automation, process thinking, and operational alignment are non-negotiable. He emphasized that great FP&amp;A professionals are not just technically skilled, but also curious, empathetic, and strategically embedded within the business. From designing scalable systems to navigating AI and storytelling, Brian’s insights offer actionable guidance for finance leaders looking to evolve from number crunchers to decision enablers. Easy Strategic FP&amp;A: Introducing BEZ (BE EASY), with Agentic AI capabilities to maximize FP&amp;A’s strategic impact. Automate complex FP&amp;A processes and have a conversation with your data. Modern FP&amp;A can Be Easy. Learn more at: https://bit.ly/3H0Dqpp Follow FP&amp;A Tomorrow: Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Brian: LinkedIn - https://www.linkedin.com/in/financial-planning-and-analysis/ . Website - https://www.futureviewsystems.com/ Follow Paul: Website - https://www.thefpandaguy.com/ LinkedIn - <a href="https://www.linkedin.com/in/thefpandaguy" rel="noopener noreferrer"...

In this episode of FP&amp;A Tomorrow, host Paul Barnhurst welcomes Jesse Mishler to explore what it takes to build a thriving FP&amp;A function grounded in purpose, people development, and strategic problem-solving. From military discipline to corporate finance leadership, Jesse offers a rare blend of operational rigor and emotional intelligence. His reflections on transforming real estate spaces, empowering teams, and navigating financial complexity will resonate with finance professionals and leaders alike. This episode dives into the evolving role of finance in shaping organizational culture, driving performance, and making workspaces more human-centered and impactful. Jesse Mishler serves as Senior Vice President of FP&amp;A at Carr Properties, where he oversees corporate forecasting, executive reporting, and strategic financial planning. A U.S. Marine Corps veteran with over two decades of experience, Jesse brings a mission-driven mindset to FP&amp;A leadership. He is known for building high-performing, people-first finance teams, championing cross-functional collaboration, and implementing innovative planning tools like JEDOX to drive operational efficiency. With a master’s in real estate from Georgetown University and a passion for continuous learning, Jesse’s leadership reflects both financial precision and personal authenticity. Expect to Learn: How military principles like integrity and resilience translate to corporate leadership. What makes FP&amp;A a strategic hub, not just a back-office function. Why developing people is one of the most fulfilling aspects of leadership. Key operational metrics in commercial real estate and how they guide decision-making. The power of curiosity in becoming a better business partner. Here are a few quotes from the episode: "FP&amp;A should be the hub of the company, connecting insights, strategy, and communication across the business." - Jesse Mishler "The most rewarding part of my job is seeing others grow and surpass even their own expectations."- Jesse Mishler "Sometimes the most impactful help you can offer takes less than five minutes, it starts with listening." - Jesse Mishler Jesse shared powerful insights into how leadership, resilience, and curiosity can shape a successful FP&amp;A career. He highlighted the importance of problem-solving over perfection, the value of building trust through authentic actions, and the transformational impact of investing in people. From leveraging real estate finance to fostering team growth, Jesse’s advice offers practical, inspiring takeaways for finance professionals aiming to elevate their strategic influence and lead with integrity and empathy. Corporate Finance Institute: You know the numbers. Now it’s time to own the story. The new FP&amp;A Professional (FPAP) Certification from CFI is built for finance professionals who want to lead with insight-not just report the data. Learn more at: https://corporatefinancialinstitute.pxf.io/c/6003589/3067930/23723 Follow FP&amp;A Tomorrow: Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Jesse: LinkedIn - https://www.linkedin.com/in/jessemishler/ Company - <a href="https://www.carrprop.com/" rel="noopener noreferrer"...

In this episode of FP&amp;A Today, host Paul Barnhurst, aka The FP&amp;A Guy, welcomes Christopher Ortega for a candid conversation about the evolution of finance and building a business from the ground up. From basketball analogies to real-world advice, this episode blends personal experience with professional insight. Chris opens up about what it takes to grow a consulting business, how to handle setbacks, and why financial professionals need to think beyond spreadsheets and become true business partners. Christopher Ortega is the CEO and founder of Fresh FP&amp;A, a financial strategy firm that supports small and mid-sized businesses with fractional CFO services. With more than 20 years in accounting, FP&amp;A, and finance leadership, Chris has built a career around driving growth, navigating acquisitions, and helping organizations build financial clarity. He’s worked with global companies, led finance teams through complex M&amp;A deals, and now channels that experience into helping others succeed Expect to Learn: Why FP&amp;A needs to evolve from reporting to a real business partnership How Chris shifted his mindset from CFO to CEO The importance of focusing on the right industries instead of trying to serve everyone Why failing early became one of his greatest learning tools What to do before you land your first paid client Here are a few quotes from the episode: "You either win or you learn. You only lose if you don’t learn." - Christopher Ortega "To scale, I had to stop thinking like a CFO and start thinking like a CEO." - Christopher Ortega "Sales and marketing taught me more about business than any finance book." - Christopher Ortega Christopher shared valuable insights on evolving from a technical finance role to a strategic business partner, the mindset shift required to grow from CFO to CEO, and the power of narrowing your focus in business. His advice on embracing failure, building with purpose, and putting impact before income offers meaningful takeaways for anyone looking to lead with confidence in the finance world. Corporate Finance Institute: You know the numbers. Now it’s time to own the story. The new FP&amp;A Professional (FPAP) Certification from CFI is built for finance professionals who want to lead with insight, not just report the data. Learn more at: https://corporatefinancialinstitute.pxf.io/c/6003589/3067930/23723 Follow FP&amp;A Tomorrow: Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Chris: LinkedIn - https://www.linkedin.com/in/freshcfo/ Website - https://freshfpa.com/our-team/john-kobs-ceo/ Follow Paul: Website - https://www.theFP&amp;Aguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com , listen to the episode, download the app, answer a few...

In this episode of FP&amp;A Tomorrow, host Paul Barnhurst welcomes Adam Rakich, founder and Consulting Director at Northexis, to discuss why the budgeting process is universally loathed and how to fix it. Drawing from decades of experience implementing planning and consolidation systems, Adam shares strategies to transform budgeting from a burdensome task into a strategic advantage. With humor, insight, and plenty of real-world experience, Adam breaks down common pitfalls and offers practical, actionable advice for finance professionals at every level. Adam Rakich has spent over a decade streamlining finance processes across industries, working with top software platforms like Adaptive Insights, Workday, and OneStream. As the author of The Business User’s Guide to Data Integration, he is known for making complex finance concepts accessible, especially to non-technical professionals. At Northexis, Adam helps organizations build better, more collaborative FP&amp;A functions without the pain. Expect to Learn: Why most budgeting processes are broken and how to shift the mindset to fix them. The importance of soft skills in elevating finance's strategic impact. How to avoid the "Jurassic Park" trap of doing more just because you can. The value of driver-based planning and why simplicity often beats complexity. The "James Bond Philosophy" of budgeting: when to seduce and when to take a firmer stance. Here are a few quotes from the episode: "The James Bond approach to budgeting: seduce when you can, shoot when you have to metaphorically, of course." - Adam Rakich "Pick your battles. If you ask for everything, people will tune out and give you nothing." - Adam Rakich "Budgeting works best when it’s not adversarial. Finance shouldn’t be the department of ‘no’." - Adam Rakich Adam shared valuable insights into why budgeting processes often fall short and how a shift in mindset can make all the difference. He emphasized the power of simplicity, the role of soft skills in finance, and the importance of involving stakeholders in meaningful ways. His practical advice on driver-based planning, managing expectations, and building strong business relationships offers key takeaways for finance professionals looking to lead more effective and collaborative FP&amp;A functions. Corporate Finance Institute: You know the numbers. Now it’s time to own the story. The new FP&amp;A Professional (FPAP) Certification from CFI is built for finance professionals who want to lead with insight-not just report the data. Learn more at: https://corporatefinancialinstitute.pxf.io/c/6003589/3067930/23723 Follow FP&amp;A Tomorrow: Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Adam: LinkedIn - https://www.linkedin.com/company/northexis/ Website - https://northexis.com/ Follow Paul: Website - https://www.theFP&amp;Aguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy Earn Your CPE Credit...

In this episode of FP&amp;A Tomorrow, host Paul Barnhurst welcomes Alex Holt, the CFO of Milo’s Hamburgers, to discuss the intersection of finance, business operations, and growth. Alex shares his journey from public accounting to the food service industry, offering insights into the challenges of managing finance in a family-owned, fast-growing restaurant chain. He also discusses the unique dynamics of budgeting, forecasting, and providing advice for aspiring finance leaders. Alex Holt is the CFO of Milo’s Hamburgers, a beloved 23-unit fast-food chain known for its iconic burgers and sweet tea, based in Alabama. With experience as the Executive Vice President of Finance at Capstone Communities and a background in real estate, Alex brings a wealth of knowledge in finance, data visualization, and process improvement. He is passionate about making data useful and has a strong focus on enhancing financial operations. Expect to Learn: How the role of FP&amp;A extends beyond reporting to driving business change. The unique challenges of managing finances in a growing, family-owned restaurant chain. The importance of process improvement and documentation when scaling operations. How Alex uses technology to improve efficiency and communication. Key metrics and strategies for managing finance in the restaurant industry, including labor and food costs. Here are a few quotes from the episode: "I use ChatGPT every day for communication, summarizing information, and even Excel formulas. It's a great productivity tool." - Alex Holt "If accounting is reporting what happened, great FP&amp;A is about understanding the why behind the business activities." - Alex Holt "Great FP&amp;A is about pulling insights from what's going on in the business and using that to drive change." - Alex Holt Alex shared valuable insights on what makes a great FP&amp;A professional, the importance of process improvement in a growing company, and how technology can enhance financial operations. His practical advice on managing costs, forecasting, and building consensus provides key takeaways for aspiring finance leaders. Corporate Finance Institute: You know the numbers. Now it’s time to own the story. The new FP&amp;A Professional (FPAP) Certification from CFI is built for finance professionals who want to lead with insight-not just report the data. Learn more at: https://corporatefinancialinstitute.pxf.io/c/6003589/3067930/23723 Follow FP&amp;A Tomorrow: Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Alex: LinkedIn - https://www.linkedin.com/in/holtale/ Twitter - https://x.com/holtale Follow Paul: Website - https://www.theFP&amp;Aguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com , listen to the episode, download the app, answer a few...

In this episode of FP&amp;A Tomorrow , host Paul Barnhurst is joined by Raheli Sasson, the Director of FP&amp;A at JFrog. Raheli shares her expertise on the evolving role of FP&amp;A professionals, discussing the importance of being proactive, clear, collaborative, and continuously learning. She also dives into the challenges of managing cloud hosting costs in a hypergrowth environment and how AI is transforming the finance industry. Raheli discusses the use of AI tools for productivity, forecasting, and machine learning, and provides insights on data storytelling and its impact on decision-making. Raheli Sasson is the Director of FP&amp;A at JFrog, where she partners with executive leadership to deliver financial and operational results. With deep expertise in budgeting, forecasting, and process automation, Raheli is passionate about leveraging technology and AI to drive efficiency in finance. She has managed budgets exceeding $1 billion and spearheaded global initiatives to integrate AI in finance. Expect to Learn: How finance can act as a strategic partner to drive company growth, especially in the early stages. The importance of balancing growth with sustainability in high-growth SaaS companies. Key metrics and strategies for scaling operations and go-to-market efforts in early-stage startups. Insights into how AI is changing the landscape of finance and operations. Tips on building trust and accountability within teams to ensure collaborative success. Here are a few quotes from the episode: "The ability to present financial data clearly and compellingly is one of the most powerful tools you can have in your FP&amp;A toolbox." - Raheli Sasson "AI is transforming finance, and for me, it's not just about automation. It's about leveraging it to forecast better and make smarter, data-driven decisions." - Raheli Sasson "A great FP&amp;A professional is not just reactive but proactive, anticipating needs before they arise and simplifying complex financial data for everyone." - Raheli Sasson Raheli shared key insights on what makes a great FP&amp;A professional, the importance of collaboration in high-growth environments, and how AI is transforming finance. Her practical advice on managing costs, forecasting, and data storytelling provides valuable takeaways for aspiring finance leaders. Corporate Finance Institute: You know the numbers. Now it’s time to own the story. The new FP&amp;A Professional (FPAP) Certification from CFI is built for finance professionals who want to lead with insight-not just report the data. Learn more at: https://corporatefinancialinstitute.pxf.io/c/6003589/3067930/23723 Follow FP&amp;A Tomorrow: Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Raheli: LinkedIn - https://www.linkedin.com/in/rahelisasson/?originalSubdomain=il Company - https://www.linkedin.com/company/jfrog-ltd/ Follow Paul: Website - https://www.theFP&amp;Aguy.com LinkedIn - <a href="https://www.linkedin.com/in/thefpandaguy"...