Leveraging Financial Tools for Strategic Planning

In this episode, we dive into the world of financial planning and analysis with a special guest, Ryan Clifford, the Manager of the FP&A team at GrowthLab. Join us as we explore Ryan's journey from his early days at GrowthLab to his current role, where he oversees crucial financial planning activities.

Segment 1: Ryan's Journey We'll start by uncovering Ryan's career path, discussing how he started at GrowthLab and progressed to managing the FP&A team. Ryan will also share insights into his responsibilities and daily tasks as the FP&A Manager.

Segment 2: Financial Modeling, Setting Budgets, and Goals Next, we'll delve into the importance of financial modeling, defining its significance in business planning. Ryan will share effective budgeting techniques and strategies for setting realistic financial goals that align with company objectives.

Segment 3: The Power of Financial Tools Ryan will provide an overview of essential financial tools, including Jirav, Excel, Google Sheets, Fathom, and Basis. He'll explain how he and his team utilize each tool in their workflow to enhance financial planning and analysis.

Segment 4: Tactical Strategy in Financial Planning In this segment, we'll discuss key business levers and how they drive performance.

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