The Importance of a High Capacity Forward-Thinking Finance Leader in the Planning Process

When someone even mentions the budgeting season, most business owners and their team members — especially the finance department — start feeling anxious. But it should not be like that, says our guest, Brian Weisberg, the Head of Finance and Business Operations at Tidelift. 

The key to any fruitful budgeting process is a well-thought-out financial model. Therefore, each company needs a finance expert — someone ready to go beyond their role to get to know the business and its parts and "knit the whole thing together." 

In this episode of The Role Forward, Brian and our host Joe Garafalo discuss the importance of mindful sales planning, the role of technology in the FP&A space, and why every company should perceive a finance expert as a team captain. 

Guest-at-a-Glance

• Name: Brian Weisberg
• What he does: Brian is the Head of Finance and Business Operations at Tidelift
• Company: Tidelift
• Noteworthy: Before joining Tidelift, Brian spent a considerable number of years running finance for fast-growing startups in the enterprise B2B SaaS space. 
• Where to find Brian: LinkedIn｜Twitter