FP&A Today How CFOs build a Goldilocks “just-right” budget – Jeff Epstein ex-CFO of Oracle
14 snips
Dec 12, 2023 Jeff Epstein, former CFO of Oracle, discusses the skills needed to be a top CFO and the different routes to becoming one. He shares insights on budget setting, including the right percentage of time to hit budget goals and balancing between aggressive and conservative targets. Epstein also talks about the critical role of FP&A in making strategic decisions and revisiting processes during mergers. The podcast covers topics such as the importance of forecasting accuracy, managing expectations with Wall Street guidance, and focusing on key drivers and metrics in budgeting.
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Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 3min
From TV Shows to Venture Partners: My Journey as a CFO
02:33 • 6min
Evolution of Spreadsheets and Importance of Forecasting Accuracy
08:08 • 15min
Challenging Individuals and Setting Realistic Goals for Budgeting
23:10 • 3min
Budgeting and Forecasting in Relation to Wall Street Guidance
26:17 • 19min
Meeting Warren Buffett and Reflecting on Berkshire Hathaway Shares
45:05 • 4min
Focusing on Key Drivers and Metrics in Budgeting
49:16 • 2min
Understanding Unit Economics and Seeking Mentorship in FP&A
51:03 • 3min