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
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!
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.
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.
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.
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.
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.
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.
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.
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.
4 snips
Jan 16, 2024 • 53min
A new roadmap for FP&A – with Jack Alexander
Guest Jack Alexander, author of Financial Management: Partner in Driving Performance and Value, discusses post-pandemic practical approaches to performance management, planning, forecasting, business valuation, mergers, acquisitions, and capital investment. He emphasizes the need for FP&A to consider external forces like hyperinflation and geopolitical events. Jack also shares his journey to becoming a CFO and highlights the importance of attitude and understanding job value in the FP&A profession.
