Budgeting for Impact: How Finance Can Lead, Not Just Report with Travis Grundy, Senior Associate of FP&A at Adventum

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

If you enjoyed this episode, then please either:

Instructions on following, rating, and reviewing CFO Weekly are here.

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

If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so