FP&A Today
Glenn Hopper
FP&A Today is the podcast for Financial Planning and Analysis. The weekly show dives into the challenges and opportunities within the world of FP&A, interviewing FP&A leaders, CFOs and other finance pros in order to give you the freshest insights and takeaways. Each week our top guests provide actionable advice about financial planning and analysis – from career goals to navigating challenges, and powerful Excel tips.
Our weekly show provides unrivalled insights for navigating FP&A.
FP&A Today is brought to you by Datarails.
Datarails is the AI-powered Financial Planning and Analysis platform for Excel users.
Our weekly show provides unrivalled insights for navigating FP&A.
FP&A Today is brought to you by Datarails.
Datarails is the AI-powered Financial Planning and Analysis platform for Excel users.
Episodes
Mentioned books
Jul 16, 2024 • 55min
The Art of Finance: Joe Knight on Demystifying Numbers to Empower Businesses
Joe Knight, author of 'Financial Intelligence', discusses the importance of storytelling in finance, empowering small businesses through financial literacy, evolving financial roles, addressing financial literacy challenges, empowering decision making through financial literacy, and exploring the impact of automation and technology on knowledge and power.
Jul 9, 2024 • 59min
When AI Outperformed Financial Analysts – Alex Kim
Researcher Alex Kim discusses groundbreaking study showing AI outperforms humans in financial analysis. Topics include AI accuracy, practical implications for finance pros, combining AI with human intelligence, and future research projects in AI and finance. Podcast also touches on Alex's background, self-taught coding skills, and the importance of staying updated on AI trends.
Jul 2, 2024 • 55min
How to get on CFO headhunters’ radars and win your next role
Learn career progression tips from Nick Gribbon and Laura Streather at Essenta in the finance industry. Topics include getting noticed by headhunters, transitioning to CFO roles in private equity, importance of behavioral competencies, referrals, and salary negotiation.
Jun 25, 2024 • 52min
Fortune 500 to Startups: Multi-industry FP&A Leader Geetha Ramachandran
Geetha Ramachandran, an FP&A change agent, discusses her career journey from big corporations to startups, focusing on transforming operations. She shares key achievements like reducing days of closing, establishing KPIs aligned with business goals, and addressing challenges at multinational companies. Geetha also talks about her approach at Triangle Home during COVID, lessons from two decades in business partnering, and the impact of AI on finance professionals.
Jun 18, 2024 • 56min
Getting to a Winning FP&A Story
Soufyan Hamid, FP&A leader, and Matthew Herbert, Chewy Director of Finance, discuss the importance of storytelling in FP&A. They cover topics such as transitioning from numbers to storytelling, the gap between perception and reality in storytelling, actionable tips for presentations, and the significance of providing insights in FP&A.
Jun 11, 2024 • 55min
AI and FP&A: Hype vs Reality
Expert Nicolas Boucher and panel discuss AI in FP&A, addressing common misconceptions, practical uses, and challenges in adoption. They highlight the significance of data maturity, automation, ChatGPT 4o, forecasting, and AI integration in finance techstack. The conversation explores FP&A processes benefiting from AI, practical starting steps, and Python as a key tool for breaking AI barriers in 2024.
Jun 4, 2024 • 46min
FP&A as Business Intelligence – Len McFall
Len McFall, senior finance consultant at Windstream, discusses the role of FP&A in business intelligence. He shares insights on data curation, sales forecasting accuracy, improving finance reporting timelines, and the importance of communication in finance. McFall delves into managing vast telecom data, separating useful insights, and proving business hunches with data analysis.
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.
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.
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.
