The Role Forward: A Strategic Finance Podcast cover image

The Collaborative Finance Function with Zack McCarty, Director of FP&A at Qwick

The Role Forward: A Strategic Finance Podcast

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Planning Season and Approach: Improving the Process

They discuss their approach to planning, including using a brain dump spreadsheet and implementing the Mosaic system. They emphasize the importance of assessing and improving their planning process, focusing on areas like headcount and marketing. They discuss the need for a more realistic and conservative approach to planning.

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