Budgeting for Impact: How Finance Can Lead, Not Just Report with Travis Grundy, Senior Associate of FP&A at Adventum
CFO Weekly
00:00
Intro
Megan Weis opens the show, introduces CFO Weekly and today's guest Travis Grundy, and mentions Personiv sponsorship.
Play episode from 00:00
Transcript
Transcript
Episode notes
Effective budgeting and forecasting require balancing data-driven analysis with practical business realities, especially for emerging companies navigating uncertain economic conditions. In this episode of CFO Weekly, Travis Grundy, Senior Associate of FP&A at Adventum, joins Megan Weis to share his unique approach to creating realistic budgets and forecasts that drive business success.
Travis Grundy is a Financial Strategist and Advisor at Adventum, where he serves as a fractional CFO helping businesses optimize their financial operations. With vast experience in data-driven decision making and global program management, Travis brings a unique perspective shaped by his service in the US Army, leadership of Zharmae Books, and work across diverse industries, including healthcare and mental health services.
What You’ll Learn:
- How to build realistic budgets using a bottom-up approach that starts with unit economics
- Why socializing budgets across departments is crucial for successful implementation
- The framework for analyzing revenue targets, hiring plans, and expense management holistically
- How to use KPIs and historical data to create achievable financial projections
- Why regular monthly variance analysis and frank discussions drive budget accountability
- How to tailor budgeting approaches across different business types while maintaining core principles
Learn more about Travis:
Episode resources:
If you enjoyed this episode, then please either:
- Follow, rate, and review on Apple Podcasts
- Follow on Spotify
Instructions on following, rating, and reviewing CFO Weekly are here.
Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie
Check out some of our most recent episodes:
- Driving Value Beyond Finance with Tom McDermott
- Why CFOs Are the Chief Everything Officers with Claire Bramley
- Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles
- NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva
- What Lights You Up? with Jordan Grumet
- Become a Lean Six Sigma Master Black Belt with William Washington
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest
CFO Weekly is handcrafted by our friends over at: fame.so
CFO Weekly is handcrafted by our friends over at: fame.so
The AI-powered Podcast Player
Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
