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FP&A Today

Latest episodes

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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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4 snips
Mar 19, 2024 • 47min

Leaving FP&A at billion dollar companies to become a top Fractional CFO: Rosemary Linden ‘s amazing career journey

Learn about Rosemary Linden's transition from corporate finance to fractional CFO, dealing with small businesses. Discover why FP&A is a great training ground for CFOs, and get insights on storytelling and cash flow management. Hear about seasonal variances, starting your own business, and the difference between strategic planning and financial planning. Plus, dive into a deep sea story, team Excel, and Ruth Bader Ginsburg!
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Mar 12, 2024 • 43min

Doing Capitalism Better: Cotopaxi CFO Gary Bowen

Cotopaxi CFO discusses giving away 1% of net sales, moving into retail, balancing investors with giving back, aiming for billion-dollar status, and the power of branding. Also shares personal journey, challenges in financial planning, metrics for retail expansion, and impact of social missions on corporate resources.
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Mar 5, 2024 • 51min

From Leading Data Science at Facebook to becoming a CEO: Kat Orekhova

From transitioning from math academia to leading data science at Facebook to becoming a CEO, Kat Orekhova shares insights on long-range planning challenges, collaboration between data science and FP&A, being a Sequoia scout, mentorship by Meta CFO Susan Li, and the impact of AI in finance.
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4 snips
Feb 27, 2024 • 43min

FP&A Bliss from Pepsi to Lindt: Tolga Hocanin

Tolga Hocanin shares lessons from 20 years of budgeting, importance of mix management in CPG, running IT and finance as CFO, building strong team culture, $1.5M reporting error response, and building cross-functional relationships.
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6 snips
Feb 20, 2024 • 55min

How FP&A and Rev Ops Can work Together to Drive Value

Three revenue leaders, Paul Ignacio, Arvind Chahal, and Drew Noel, discuss the importance of aligning FP&A and RevOps, challenges faced when they don't collaborate, data issues, and transitioning between roles. They emphasize defining metrics, utilizing data dictionaries, and the impact of AI on operations functions.
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Feb 13, 2024 • 49min

Andrew Lynch -the SMB Finance Guy-on Mentors, Skill Stacking, and why getting Fired Saved my Career

Andrew Lynch, the Head of FP&A at Blue Light Card, discusses the power of mentors, the challenges of building an FP&A team, negotiation tactics, and skill stacking in his finance career. He also shares his experience of being fired by a bestselling author and being one of the few FP&A leaders on the comedy circuit.
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Feb 6, 2024 • 48min

FP&A at $5m to $50M Companies – Jon Allen and Duke Heninger

Jon Allen and Duke Heninger, experienced finance professionals from Amplēo, discuss the challenges of managing data in small to medium-sized companies, the advantages of paying off investments, exploring alternative career paths in FP&A, and using chat GPT for finance and Excel. They emphasize the importance of education and communication to gather necessary data quickly and continuously learning to open doors for career opportunities.
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Jan 30, 2024 • 36min

AI: An extension of the FP&A Brain: Didi Gurfinkel Co-Founder and CEO of Datarails

Didi Gurfinkel, Co-Founder and CEO of Datarails, talks about the two directions for AI in finance - extending hands or brain. Using AI as an extension to the brain is a life changer, allowing CFOs to analyze businesses at scale with historical, internal, and external data. Didi shares his journey of setting up Datarails, challenges faced, and finding product-market fit. The podcast also explores the benefits of AI in finance, advice for implementation, and the potential of AI to push boundaries.
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Jan 23, 2024 • 46min

FP&A Vs Finance Business Partners – Tunc Tezel, VP Group FP&A at Ontex

Tunc Tezel, VP Group FP&A at Ontex, shares his experiences managing FP&A during economic crises, the shift to private label manufacturing, coping with the pandemic, and the challenges of data in FP&A work. He also discusses the role of FP&A in supporting ESG, the importance of storytelling in finance, and using technology in the finance industry.

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