Effective budgeting and forecasting require balancing data-driven analysis with practical business realities, especially for emerging companies navigating uncertain economic conditions. In this episode of CFO Weekly, Travis Grundy, Senior Associate of FP&A at Adventum, joins Megan Weis to share his unique approach to creating realistic budgets and forecasts that drive business success.

Travis Grundy is a Financial Strategist and Advisor at Adventum, where he serves as a fractional CFO helping businesses optimize their financial operations. With vast experience in data-driven decision making and global program management, Travis brings a unique perspective shaped by his service in the US Army, leadership of Zharmae Books, and work across diverse industries, including healthcare and mental health services.

What You’ll Learn:

How to build realistic budgets using a bottom-up approach that starts with unit economics
Why socializing budgets across departments is crucial for successful implementation
The framework for analyzing revenue targets, hiring plans, and expense management holistically
How to use KPIs and historical data to create achievable financial projections
Why regular monthly variance analysis and frank discussions drive budget accountability
How to tailor budgeting approaches across different business types while maintaining core principles

Learn more about Travis:

Travis Grundy on LinkedIn
Adventum Website
Alyn Robert Economic Strategies Website

Episode resources:

Personiv's Website
Personiv on LinkedIn
Personiv on Facebook
Personiv on Twitter

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:

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Why CFOs Are the Chief Everything Officers with Claire Bramley
Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles
NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva
What Lights You Up? with Jordan Grumet
Become a Lean Six Sigma Master Black Belt with William Washington

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