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The Adam Shilton Podcast
Excel vs FP&A Tool: Avoid the Same Pains Coming Back to Bite You - Martin Zych (Pt.1) | Ep.058
Feb 8, 2024
Join Martin Zych, Jirav's CEO, as he discusses the shift from Excel to FP&A tools in financial planning, the role of fractional CFOs, and the art of simplifying complex data. Discover how strategic partnerships and clean financial books are essential for operational excellence. Dive into the importance of storytelling in decision-making and how integrating diverse data streams can revolutionize FP&A.
32:41
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Quick takeaways
- Transition from Excel to specialized tools for efficient financial planning.
- Embed practical financial experience into tools to simplify planning for small to mid-sized businesses.
Deep dives
Avoid Excel Replication in New Tools
It is essential not to replicate Excel practices in new tools to prevent recurring pain points. Understanding the fundamental goals of individuals, such as moving from a company budget to departmental budgets, is crucial. Balancing extensive data requirements with time constraints, like cross-departmental budgeting, can be efficiently addressed with specialized tools like TechMabelle.
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Discover
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