FP&A Today From Data to Decisions - How Wasabi's FP&A and BI Teams Execute at Scale
Sep 3, 2025
Marcos Bento, Director of BI at Wasabi Technologies, and David Suter, Director of FP&A, share insights into their successful collaboration. They discuss the evolution of net retention metrics and the significance of storytelling in communicating complex data. The duo highlights their journey from manual to automated data processes, resulting in improved efficiency. They emphasize the importance of problem-solving skills in team dynamics and explore the challenges of measuring ROI while ensuring effective communication within lean teams.
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Code Plus Context Unlocks BI Value
- Strong BI requires programming plus business context to unlock value.
- Marcos says translating code into English and action differentiates top BI professionals.
Translate Requests Into Executable English
- Translate business requests into clear English for BI to convert into code.
- Marcos recommends phrasing asks so analysts can reliably implement them in SQL or Python.
Storytelling Bridges Technical And Executive Needs
- Storytelling must span highly technical audiences and executives.
- David emphasizes connecting disparate signals into a coherent narrative for action.