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FP&A Today

Latest episodes

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May 28, 2024 • 39min

My Adventures in Finance Real Estate: From Whistleblowing Fraud to Big Wins for Residents

CFO Seth Zimmerman shares his real estate career challenges - witnessing Lehman collapse, blowing the whistle on fraud. Talks about metrics in finance real estate, role at REITs, creating wealth for renters, and bringing budgeting processes. Discusses love for modeling, finding great finance staff, and accountant recruitment challenges.
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May 21, 2024 • 48min

Ready FP&A One: From Assassin’s Creed to Battling Big Budget Bosses – David Fortin

Former PwC auditor David Fortin shares his journey from managing FP&A at gaming giant Ubisoft to navigating the challenges of a Saas Startup Polka exit. He discusses fundraising, disinterested investors, budget rejections, and CTOs crying, leading to a successful acquisition by IFS in 2023. Now a full-time YouTuber, he explores Excel tutorials and the impact of Microsoft Copilot on FP&A, emphasizing scenario analysis and AI transformation in finance.
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May 14, 2024 • 45min

The FP&A Playbook from Nestlé, Mars, Kraft Heinz and Amazon: Swati Bagri

Swati Bagri, an experienced finance professional, shares insights on finance transformation, predictive analytics at Nestlé, and business partnering roles at Amazon and Nestlé. She discusses the importance of strategic planning, technology, and risk management in FP&A. Swati also talks about her co-founding venture, coaching non-finance individuals, and FP&A-led transformations. The podcast delves into her career journey and key learnings from working at major corporations.
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May 7, 2024 • 57min

Forecasting and Leading (FP&A) in Las Vegas

Bill Singh, VP of FP&A at Genting Americas, talks about FP&A in the gaming industry including metrics like 'win per unit per day' and 'hold'. He shares insights on budgeting, salesmanship, lodging metrics, and AI impact. Bill also gives insider advice on gaming and emphasizes the importance of continuous learning and analysis in budgeting.
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Apr 30, 2024 • 48min

Hitmaking, Taylor Swift, and FP&A

Michael Stotland, VP of FP&A at AEG Presents, shares insights on managing finances for music icons like Taylor Swift and leading the recovery of live entertainment post-COVID. He discusses leveraging external data, heatmaps for planning, mastering critical FP&A skills, and the integration of AI in forecasting. Discover the strategic finance planning in the entertainment industry and the challenges of Excel function preference and Power BI development.
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8 snips
Apr 23, 2024 • 44min

The FP&A Life at GE, Microsoft–and Now Google

Antonio Reza, Head of Finance for Google Cloud Consulting in EMEA, shares insights on his finance journey at Google, Microsoft, and GE. Topics include the AI revolution in tech companies, storytelling in FP&A, real-time data demands, and the importance of economic context in decision-making. Reza also discusses his challenges transitioning to a managerial role and balancing sports with his career.
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7 snips
Apr 16, 2024 • 43min

Formula for FP&A success at high-growth companies: Greg Lopez

Greg Lopez, a seasoned CFO and consultant, shares his formula for FP&A success including transitioning from bigger companies to startups, defining key metrics, developing talent, and navigating the challenges of cyber attacks. He emphasizes the importance of a commercial mindset and building a feedback loop in finance teams. Lopez also discusses his favorite KPIs and the benefits of scenario planning in Excel.
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6 snips
Apr 9, 2024 • 51min

Data analytics and AI for FP&A teams – with Nathan Bell

Nathan Bell, an expert in data analytics for FP&A teams, discusses bridging the gap between data and finance. He highlights the power of storytelling, setting up self-service data, federated data governance, and the importance of critical thinking in the AI age. Bell shares key insights on metrics cascading, implementing AI programs, and the significance of human insight in data analytics processes. Personal anecdotes about dinner conversations with his CFO wife and pole vaulting memories add a touch of humor to this insightful discussion.
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6 snips
Apr 2, 2024 • 45min

How to Light up FP&A Telecoms - Tory Bauman, VP FP&A Zayo

Tory Bauman, VP FP&A Zayo, discusses FP&A metrics at telecom giant Zayo, forecasting churn, strategic alignment, cost per event on telecom network, profit from AI revolution, capital markets experience, and aspiring to be a CFO. She also shares insights on team structure, forecasting, strategic planning, and mentorship in finance leadership.
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4 snips
Mar 26, 2024 • 25min

The Big Handover: Paul Says Goodbye and Chats With New Host Glenn Hopper

The final episode of FP&A Today features host Paul saying goodbye and introducing new host Glenn Hopper. Glenn, a seasoned CFO, discusses AI in finance, launching a LinkedIn course on AI, and the importance of understanding AI for finance professionals. The episode also covers Glenn's journey, Paul's reasons for handing over the show, and a heartfelt message from Paul.

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