The Role Forward: A Strategic Finance Podcast

The Rapid Growth of Third-Gen FP&A Tools: The FP&A Guy, Paul Barnhurst

Nov 7, 2022

46:05

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Episode notes

Introduction

5min

CFO Tech: A Roller Coaster Ride

2min

The Need for Software as a Supplement or Replacement for Excel

2min

The Legacy Players in the Planning and Analytics Market

3min

The Strengths of Gen 3 of FP&I Software

3min

Excel vs. Google Sheets: What's the Difference?

2min

The Importance of a Robust Third Generation Tool

3min

The Game Changer in Planning

2min

The Importance of a Good Data Repository

3min

10.

The Importance of Communicating

2min

11.

The Pain Point of CRM Hygiene

2min

12.

How to Evaluate a CRM Market

3min

13.

How to Evaluate a Calculation Engine

5min

14.

The Four Pillars of Data Management

2min

15.

The Future of Excel and FP&A Software

3min

16.

The Importance of Networking in Finance

3min

17.

The Roll Forward: How Mosaic Transforms Finance

2min

Technology is always evolving, and over the last few years we’ve seen rapid advancement of third-gen tools.

But these third-gen tools are still evolving.

In this episode of The Role Forward, our host Joe Michalowski welcomes Paul Barnhurst, the founder of The FP&A Guy. They talk about the gaps in third-gen FP&A tools, why MS Excel is not going anywhere anytime soon, and the four pillars of FP&A tool evaluation that will help you scale your company.

Guest-at-a-Glance

💡 Name: Paul Barnhurst

💡 What he does: He's The FP&A Guy.

💡 Company: The FP&A Guy

💡 Noteworthy: Paul has more than 12 years of finance and FP&A experience across several industries, including U.S. government, cyber security, ecommerce, and more. As the FP&A Guy, Paul offers FP&A writing, training, and consulting services for small and mid-size companies, and is the host of the FP&A Today podcast.

💡 Where to find Paul: LinkedIn