Nate Saperia

Nate Saperia, founder of Saperia Consulting, brings nearly 20 years of finance expertise to tackle the top burning questions in FP&A. He shares insights on incorporating AI into forecasting and the critical importance of data quality and trust. Discussion points include the fastest actions FP&A teams can take amidst margin pressures and the evolving role of traditional tools like Excel. He also emphasizes the need for adaptable skills in the ever-changing landscape, especially for interns entering financial planning.

Nate Saperia, founder of a consulting firm and finance expert with over 20 years in corporate finance, shares insights on elevating FP&A beyond traditional reporting. He discusses making KPIs actionable for better decision-making, the distinction between strategic finance and FP&A, and adapting to the unique dynamics of private equity finance teams. Nate emphasizes the importance of technical skills like Power Query and fostering business partnerships, while also reflecting on the unexpected challenges of launching a consulting business.