FP&A Unlocked

FP&A Unlocked is where Paul Barnhurst, aka The FP&A Guy, discusses how FP&A can unlock your seat at the boardroom, and what it takes.

How Finance Leaders Can Transform FP&A Through Vision and Team Culture with Brett Hampson

In this episode, Paul Barnhurst looks into practical frameworks and leadership strategies for finance professionals with guest Brett Hampson. Brett discusses what he believes constitutes great FP&A and how grassroots finance transformations, rather than top-down technology implementations, can foster a proactive, value-creating FP&A culture. Brett Hampson has spent over a decade in corporate FP&A, working with some of the world’s largest companies. He is the author of The FP&A Operating System, a book that outlines his approach to establishing a high-functioning FP&A department. Brett is also the founder of Forecasting Performance, a platform that promotes best practices in financial analysis and forecasting.Expect to LearnWhat grassroots finance transformation entails and why it’s preferable to technology-centric approaches.How to implement Brett’s FP&A Operating System and FP&A Flywheel framework to drive efficiency and value.The importance of setting a clear vision and objectives for FP&A teams to move from reactive to proactive operations.How to leverage attribution analysis and storytelling to enhance FP&A’s influence on business decisions.Here are a few relevant quotes from the episode:“Grassroots finance transformation happens when each person on the team has their own vision and works towards solving specific challenges.” - Brett Hampson“Technology alone doesn’t solve problems. It might fix one, but often creates new ones if cultural issues aren’t addressed first.” - Brett HampsonWith insights into creating effective FP&A systems and teams, Brett Hampson provides a refreshing perspective on FP&A transformation. He highlights the importance of people, process, and then technology, in that order, as the foundation for a high-performing FP&A team.Follow Brett:Website - https://bretthampson.gumroad.com/l/proactiveLinkedIn - https://www.linkedin.com/in/brett-hampson/Newsletter - https://blog.forecastingperformance.com/subscribeFollow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyEarn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today’s Episode[02:12] - Brett’s Background and Introduction[05:17] - The Creation of The FP&A Operating System[08:04] - Developing a Proactive FP&A...

12-25
54:51

A Developer Toolkit for FP&A Professionals and Various Musings with Microsoft MVP Jordan Goldmeier

In this episode of FP&A Unlocked, host Paul Barnhurst welcomes back Jordan Goldmeier, Excel expert, author, and longtime friend of the show, for a wide-ranging and honest conversation about careers, technology, and growth. Jordan reflects on his unconventional career path, from auditing and operations research to becoming a Microsoft MVP, author, and entrepreneur. The discussion covers Excel’s evolution, why many finance professionals underuse powerful tools, and Jordan’s latest projects aimed at modernizing how power users work with spreadsheets.Jordan is an entrepreneur, event producer, author, and Microsoft Excel MVP based in the Lisbon Metropolitan Area. He is widely known for his work helping professionals master Excel, data analysis, and modern spreadsheet practices. Jordan has authored several well-known books, including Advanced Excel Essentials, Dashboards for Excel, and Becoming a Data Head. In addition to his work in Excel education, he produces global events that bring together leaders across finance, technology, and entrepreneurship.Expect to Learn:How Jordan’s career twists shaped his approach to Excel, data, and problem-solvingWhy most professionals only scratch the surface of Excel’s capabilitiesJordan’s perspective on why VBA is outdated and what could replace itWhy vertical learning beats beginner–intermediate–advanced training pathsHere are a few quotes from the episode:“Excel isn’t dead, but the way we develop in it needs to change.” – Jordan Goldmeier“You don’t become great by learning everything. You become great by going deep where it matters.” – Jordan GoldmeierJordan also shares the story behind his latest project: a developer-style environment designed to help Excel power users work faster, cleaner, and more confidently, without relying on outdated tools like VBA. He explains why Excel should be treated as part of a broader finance tech stack and how modern coding concepts could dramatically improve spreadsheet workflows. Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow JordanLinkedIn - https://www.linkedin.com/in/jordangoldmeier/Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FP&A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details.In Today’s Episode:[02:15] – Jordan’s Career Journey[08:30] – Setbacks, Resets, and Growth[15:00] – Writing Books on Excel[25:59] – How Excel Is Really Used[29:12] – Why VBA Is Outdated[33:54] – Building Better Tools for Excel[42:25] – Advice for FP&A Professionals[47:16] – Creating Your Own Network[52:12] – Rapid-Fire & Final Thoughts

12-18
01:02:24

The CFO Leading Talent, Operations & Corporate Communications (Kate Gulliver, CFO & CAO, Wayfair)

Disclaimer: This is a podswap episode from The Growth-Minded CFO, hosted by Lauren Pearl and Alex Louisy, featuring Kate Gulliver, CFO and CEO of Wayfair.The path to becoming a CFO today is rarely a straight line. Finance leaders are increasingly coming from diverse backgrounds, bringing a broad range of skills to the role. After all, the best CFOs don’t just manage numbers; they shape strategy, foster talent, and drive innovation across an organization.In this episode of The Growth-Minded CFO, hosts Lauren and Alex sit down with Kate Gulliver, CFO and CAO of Wayfair. It's an insightful conversation about leadership, adaptability, and impact. Kate shares her journey from investor relations to overseeing finance, legal, talent, and corporate communication, offering a rare look at the evolution of a top executive.She reflects on the challenges of stepping into new roles, the power of an entrepreneurial mindset in a high-growth company, and the lessons learned from integrating finance with people strategy. Kate also opens up about balancing a demanding career with motherhood and the importance of fostering an inclusive, authentic workplace.In this Episode:[00:58] - Meet Kate Gulliver: Wayfair's Multifaceted Leader[01:53] - Journey Through Wayfair: From IPO to CFO[06:55] - Transitioning to Talent: A Leap of Faith[10:28] - Learning and Leading in Talent Management[16:08] - The CFO Perspective: Integrating Talent and Finance[17:11] - Navigating the CFO Role: Insights and Reflections[18:50] - The Importance of Cross-Departmental Communication[21:30] - Wayfair's Latest Launch: Wayfair Verified[24:49] - Operationalizing New Ideas at Wayfair[29:59] - Balancing Work and Life[33:23] - The Importance of Authenticity at WorkConnect with Kate:LinkedIn: https://www.linkedin.com/in/kate-gulliver-3b242762Connect with Alex:LinkedIn: https://www.linkedin.com/in/alexlouisy/Connect with Lauren on LinkedIn: https://www.linkedin.com/in/laurenepearl/Follow The Growth-Minded CFO:Apple Podcast:

12-15
40:31

The Soft Skills in Finance for CFOs to Build Influence and Leadership with Rosemary Linden

In this episode of FP&A Unlocked, host Paul Barnhurst is joined by Glenn Snyder and Rosemary Linden to talk about the important role of FP&A in today’s business world. They share stories from their careers, including lessons learned from failures, unique requests they've received, and their experiences navigating the complex world of finance.Glenn Snyder brings years of experience in finance and FP&A, focusing on budgeting, strategy, and improving financial processes. Rosemary Linden is the founder and president of Momentum CFO, where she provides fractional CFO services and FP&A consulting. With over 25 years in the industry, she recently won CFO of the Year from the San Diego Business Journal and is passionate about mentoring women in finance.Expect to Learn:How clarity, influence, and foresight define great FP&A workThe importance of empathy and communication in leadership rolesReal-world lessons from career failures and how to bounce backBest practices for budgeting and data governanceHow to make sure your financial forecasting is both transparent and trustworthyHere are a few quotes from the episode:“FP&A is all about helping leaders make better, faster decisions.” – Glenn Snyder“The way you say things can matter just as much as what you say in FP&A.” – Rosemary LindenGlenn and Rosemary shared valuable insights on the strategic role of FP&A, the importance of empathy in leadership, and how to learn from failures. Their stories and advice will help anyone in finance make a greater impact within their organization. Tune in for more practical tips on navigating the world of FP&A!Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow Rosemary Linden:LinkedIn - https://www.linkedin.com/in/rosemarylinden/Company -  https://www.linkedin.com/company/momentumcfo/Follow Glenn:LinkedIn - https://www.linkedin.com/in/glenntsnyder/Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FP&A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details.In Today’s Episode:[02:04] – What makes great FP&A[07:00] – Glenn’s career failure and lesson[11:06] – Rosemary on empathy and tone in FP&A[19:09] – Managing failure[26:00] – Unusual FP&A requests[38:40] – Streamlining budgeting and setting targets[45:30] – Importance of data governance[49:40] – FP&A’s role in raising capital[54:35] – Final thoughts on FP&A’s impact

12-11
58:07

The CFO Role is Changing for Finance Leaders to Own AI, Talent, and Strategy with Omar Choucair

In this episode of FP&A Unlocked, host Paul Barnhurst sits down with Omar Choucair, the CFO of Trintech, to discuss the evolving role of the CFO, the importance of technology in finance, and the strategic value of FP&A teams. Omar shares insights on how AI is transforming financial operations, the need for technical skills in FP&A, and the shift in CFO responsibilities over the years.Omar Choucair brings over 25 years of experience in corporate finance, accounting, governance, and FP&A. His background spans private equity, public company software businesses, and M&A deals, having successfully navigated over 40 major transactions. With expertise in financial software solutions, he leads Trintech in helping businesses automate and streamline critical financial processes.Expect to Learn:The evolving responsibilities of CFOs and the strategic value they provide in today's organizationsHow AI and technology are revolutionizing finance and FP&A functionsThe critical role of FP&A in helping companies understand and act on dataWhy intellectual curiosity and technology expertise are essential for modern FP&A professionalsKey insights on hiring and developing top FP&A talentHere are a few quotes from the episode:“To be successful in FP&A, you have to be technically savvy. If you are afraid of technology, you will not do well in FP&A.” – Omar Choucair“The CFO is the voice of reason, objective under pressure, and the protector of the company and its employees.” – Omar ChoucairOmar discusses the increased pressure on CFOs, the growing reliance on AI tools like ChatGPT, and the importance of being inquisitive to drive better financial insights. He also touches on the importance of collaboration between FP&A and other departments to drive business success and better decision-making.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow Omar:LinkedIn - https://www.linkedin.com/in/omar-choucair-cpa-80264815/Company - https://www.trintech.com/Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FP&A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details.In Today’s Episode:[02:04] - Omar’s Career Journey and Experience in Finance[04:41] - Defining Great FP&A and What It Looks Like in Practice[07:19] - The Role of Technology in Modern FP&A[11:40] - Leveraging AI to Drive Efficiency in Finance[14:04] - The Key to Unlocking FP&A Success[26:21] - Best Practices for Building and Leading an FP&A Team[33:13] - Integrating Business Intelligence into FP&A Workflows[38:55] - Managing the Budgeting Process and Alignment with ELT[44:27] - Key Skills for Future FP&A Leaders and Career...

12-04
47:43

Power BI and a Creator Mindset Are Essential for FP&A Teams to Replace Excel with Rishi Sapra

In this episode of FP&A Unlocked, host Paul Barnhurst sits down with Rishi Sapra to explore how finance professionals can leverage business intelligence tools like Power BI to drive better decision-making. Rishi discusses how the role of FP&A is evolving with technology, and why it’s essential for finance teams to not only consume data but to create and model it in ways that deliver actionable insights.Rishi Sapra is a Group Manager at Avanade, a global technology consulting firm, and a Microsoft Most Valuable Professional (MVP). With over 20 years of experience in major firms such as Deloitte, KPMG, HSBC, and Accenture, Rishi combines his financial expertise with cutting-edge data and AI solutions. Rishi is also the founder of Power Platform Finance, where he runs an accelerator program to teach finance professionals how to use tools like Power BI, Power Query, and semantic modeling to transform business data into actionable insights.Expect to Learn:Why learning Power Query is a must-have skill for every finance professionalThe mindset shift from being a consumer of data to becoming a creator of data solutionsHow to build simple, effective data models and dashboards using Power BITips for applying semantic models and data storytelling in financial reportingHow AI and business intelligence tools are changing the role of FP&A professionalsHere are a few quotes from the episode:“As a finance professional, you need to understand not just the data, but how to create the solutions that bring out insights from it.” – Rishi Sapra“It’s less about learning every tool, and more about understanding the fundamentals that remain the same, regardless of the software.” – Rishi SapraRishi Sapra highlights the importance of shifting from being a consumer to a creator of data solutions within finance teams. By mastering tools like Power BI and embracing a mindset of data storytelling, finance professionals can unlock actionable insights and drive meaningful change. Rishi’s advice empowers finance teams to not just adapt to technology, but to lead the way in transforming business intelligence.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow Rishi:LinkedIn - https://www.linkedin.com/in/rsaprano/Website - www.rishisapra.comCompany 1 - www.msfabrictraining.comCompany 2 -  www.learndatainsights.comCompany 3 - www.powerplatformfinance.comEarn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FP&A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further...

11-28
53:53

Key learnings and takeaways from actual attendees of Campfire's AI finance summit

In this episode of FP&A Unlocked, host Paul Barnhurst takes you inside the Campfire Finance Forward AI Summit in San Francisco, a one-of-a-kind event exploring how AI is transforming finance. Instead of one guest, this special edition features four conversations with top finance leaders and innovators who share what they’re seeing, building, and doing with AI in real time. From ERP innovation to the EQ behind great CFOs, this episode delivers tactical advice and big-picture thinking from the forefront of modern finance.John Glasgow is the CEO and co-founder of Campfire, leading the charge in AI-native ERP innovation for modern finance teams. CJ Gustafson, the founder of Mostly Metrics and a former CFO, brings real-world insights on scaling, AI adoption, and the shift from executive to creator. Libby Francke, Head of Finance at Klarity, shares her experience modernizing data infrastructure and running a lean, high-impact finance function with Campfire. Kevin Neary, VP of Finance at Brainly, reflects on managing global finance operations and how AI is helping his team boost efficiency and productivity.Expect to Learn:Why Campfire is building an AI-native ERP with its own large accounting modelHow to identify when legacy systems like QuickBooks are holding your company backWhat makes great FP&A beyond technical skill: EQ, storytelling, and sniff testsHow to think tactically about AI adoption, agents, and automationHere are a few quotes from the episode:“Trying to make the most of AI and low-cost solutioning is how we’re building the finance function of the future.” - Libby Francke“A lot of companies are stuck in pilot purgatory; they test AI, think it’s cool, but don’t know how to roll it out.” - CJ GustafsonThis special episode of FP&A Unlocked captures the momentum and insight from the Campfire Finance Forward AI Summit, showcasing how finance leaders are navigating the rapid shift toward AI-native systems. From foundational models to practical automation, the conversations with John Glasgow, CJ Gustafson, Libby Francke, and Kevin Neary highlight that the future of finance isn’t just about technology; it’s about strategic thinking, clean data, and bold leadership.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow John:LinkedIn -  www.linkedin.com/in/johnglasgow/Follow CJ Gustafson:LinkedIn - https://www.linkedin.com/in/cj-gustafson-13140948/Follow Libby:LinkedIn - https://www.linkedin.com/in/libby-francke-cpa-831b4854/Follow Kevin:LinkedIn - https://www.linkedin.com/in/kevin-neary-cpa/Earn Your CPE Credit For CPE credit, please go to

11-20
46:13

Best Practice Tips to Successfully Implement FP&A Software with James Myers

In this episode of FP&A Unlocked, Paul welcomes James Myers, a financial systems and planning expert known for helping organizations modernize their FP&A functions. Drawing from years of experience implementing planning, modeling, and consolidation tools, James breaks down what makes FP&A software implementations succeed or fail. From understanding when your system has reached its limits to managing change and choosing the right implementation partners, James shares the steps every finance leader should take to avoid expensive mistakes.James Myers has led multiple large-scale planning system implementations for global organizations. He specializes in modeling and financial planning solutions that help companies reduce reliance on spreadsheets, improve collaboration, and achieve scalable performance management. His consulting work spans industries including manufacturing, technology, and retail, where he focuses on aligning processes, people, and systems for long-term success.Expect to Learn:The signs your FP&A system is broken and ready for replacementHow to select the right planning or modeling tool for your company sizeThe real cost behind system implementation (and how to plan for it)Why clean data and cross-functional collaboration are essentialBest practices for RFPs, vendor selection, and proof of concept testingHere are a few quotes from the episode:“Reducing reliance on Excel isn’t about killing it, it’s about freeing up your team to think strategically.” - James Myers“The role of FP&A is to be a true value partner to the business—combining data, strategy, and people.” - James MyersJames Myers reminds us that FP&A transformation is less about tools and more about mindset. By focusing on vision, data quality, and collaboration, finance teams can build systems that scale with their companies instead of holding them back. If you’re preparing for a software upgrade or implementation, this episode will help you do it right the first time.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow James:LinkedIn - https://www.linkedin.com/in/jamesmyersw/Follow Glenn:LinkedIn - https://www.linkedin.com/in/glenntsnyder/Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FP&A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details.In Today’s Episode[00:00] - Trailer[01:58] - What Makes Great FP&A[03:17] - Signs Your Current System is Broken[07:03] - The Hidden Cost of Excel Dependency[08:16] - How to Choose the Right FP&A Tool[13:35] - Setting a Vision Before Selecting Vendors[22:52] - RFP and Demo Best Practices[30:36] - Negotiating the Best Deal Without Cutting...

11-13
53:18

The Strategy Gap in FP&A for Finance Leaders to Bridge Cash Flow and Planning with Moataz Mukhaimer

In this episode of FP&A Unlocked, Paul is joined by strategic advisor and podcast host Moataz Mukhaimer to explore the intersection of finance and strategy, where true business impact is made. With over 20 years of experience guiding SMEs, family-owned businesses, and startups across the Middle East, Moataz explains why finance professionals must step beyond Excel and deeply understand the business to add real value. From diagnosing problems through numbers to designing KPIs that reflect a company’s vision, this episode is a masterclass in how FP&A can lead, not just support.Moataz Mukhaimer is a strategic and financial advisor with over 20 years of experience supporting SMEs across the MENA region. A graduate of McGill University (MBA) and Boston University (BA in Accounting & Finance), he specializes in helping businesses identify challenges and align strategy with execution. His client portfolio spans sectors including retail, med-tech, e-commerce, ed-tech, manufacturing, and software.Expect to Learn:Why cash from operations is the true measure of business valueHow to design KPIs that align with both strategy and financial outcomesWhy most pricing problems are rooted in poor positioning, not high costsHow to diagnose problems through both numbers and conversationsThe two most important habits for connecting finance with strategyHere are a few quotes from the episode:“Most companies aren’t overpricing, they’re underpricing and positioning poorly.” - Moataz Mukhaimer“Cash from operations is the truest form of value creation.” - Moataz MukhaimerMoataz Mukhaimer reminds us that the power of FP&A lies in understanding the whole business, not just the numbers. By aligning strategy with financial planning, simplifying KPIs, and focusing on communication, finance professionals can become essential partners in growth. If you're ready to elevate your impact, this episode is for you.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow  Moataz:LinkedIn - https://www.linkedin.com/in/moataz-mukhaimer/Website - https://moatazmukhaimeradvisory.com/Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FP&A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details.In Today’s Episode[04:05] - What Defines Great FP&A?[05:56] - Great Planning in Action[08:40] - Cash Flow is Queen[14:15] - Why Budgeting Often Fails[26:45] - Pricing: The Hidden Problem[30:04] - Moataz’s Four-Part Strategy Framework[33:07] - Diagnosing Problems Through People and Numbers[36:27] - Advice for Connecting Finance to Strategy[40:09] - Hosting Business Talk and Giving Back[43:36] - FP&A Fast Five[48:31] - Final Advice:...

11-06
51:34

The Transformation Framework for CFOs to Lead Strategy, Culture & Execution at Scale with Paul S. Young

Note:This episode is a pod swap from The Diary of a CFO. We’re sharing it here to help you discover another excellent show in the finance leadership space. All content belongs to the original podcast and host Wassia Kamon.In this episode of The Diary of a CFO, Wassia Kamon sits down with Paul S. Young, EVP and CFO at Liberty Bank, to uncover what modern finance leadership looks like in an era of rapid transformation. With decades of experience across institutions like TD Bank, Citizens Bank, and Siemens, Paul shares how CFOs can lead with purpose by aligning strategy, driving innovation, and cultivating future-ready talent. From intelligent automation to authentic leadership, this episode offers a comprehensive framework for CFOs navigating complexity at scale.Paul S. Young is the Senior Executive Vice President and Chief Financial Officer at Liberty Bank, the oldest and largest independent mutual bank in the U.S. With over 25 years of experience spanning finance, digital transformation, and strategy, Paul is a respected leader in shaping the future of finance. He serves on the AICPA Future of Finance Leadership Advisory Group and the AICPA Council, helping steer the next generation of financial professionals.Expect to LearnHow Liberty Bank integrates strategic planning into its budgeting cycle for real impactWhy creating a Business Transformation Office and EPMO was a game-changerWhere AI and intelligent automation fit in the finance function, without losing the human touchHow finance apprenticeship and rotational programs are developing future leadersPaul’s leadership philosophy is rooted in authenticity, gratitude, and work-life balanceHere are a few quotes from the episode:“You prepare for this all your life. Have the courage of your convictions and don’t be afraid to fail.” – Paul S. Young“AI won’t replace people, but it will replace the people who don’t embrace AI.” – Paul YoungConnect with Guest Paul S. YoungLinkedIn: https://www.linkedin.com/in/pyoungcpa/ Liberty Bank: https://www.linkedin.com/company/liberty-bankct/ Liberty Bank (Website): https://www.liberty-bank.com/ AICPA Future of Finance Leadership Advisory Group: https://www.aicpa-cima.comConnect with Host Wassia Kamon onLinkedIn: https://www.linkedin.com/in/wassiakamon/ Instagram: https://www.instagram.com/wassiakamon/Connect with The Diary of a CFO Podcast onLinkedIn: https://www.linkedin.com/company/the-diary-of-a-cfo-podcast/YouTube: https://www.youtube.com/@Thediaryofacfopodcast/featuredWebsite: https://www.thediaryofacfo.com X (Twitter):

11-03
50:20

The Power of Teaching in FP&A to Influence Executives & Bridge Communication Gaps with Carl Seidman

In this episode of FP&A Unlocked, Paul and Glenn are joined by Carl Seidman to explore a powerful but often overlooked role in finance: being a teacher. Drawing from decades of experience across consulting, education, and finance leadership, Carl discusses how FP&A professionals must learn to teach, whether it’s helping executives see the story behind the numbers, guiding junior staff, or translating finance for cross-functional teams. The episode is packed with practical advice, personal stories, and thoughtful insights about how teaching, influence, and communication shape success in finance.Carl Seidman is a seasoned management consultant, fractional CFO, and educator. With over 20 years of experience advising companies from startups to Fortune 500s, Carl also teaches at Rice University and runs finance training programs for corporate teams. He brings a unique blend of technical mastery, business strategy, and teaching skill, making him the perfect voice to discuss why FP&A must go beyond the spreadsheet and into the realm of influence.Expect to Learn:Why teaching is an essential skill for every FP&A professionalHow to tailor your message to different audiences, from analysts to executivesWhy oversharing details can derail your influenceHow to spot when your audience is confused (and how to pull them back in)Practical strategies for teaching finance without using jargon or acronymsHere are a few quotes from the episode:“The best presenters speak to the audience’s needs, not their own ego.” - Carl Seidman“FP&A is often the bridge, translating finance for operations and operations for finance.” - Glenn SnyderCarl Seidman reminds us that the heart of FP&A isn’t just analysis, it’s communication, clarity, and connection. Through teaching, finance professionals can elevate their impact, build trust, and drive real business understanding. This episode reinforces that the most effective finance leaders don’t just present data, they help others make sense of it.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow Carl:LinkedIn - linkedin.com/in/carlseidmanWebsite: seidmanfinancial.comEarn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FP&A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details.In Today’s Episode[02:30] - Meet Carl Seidman[04:48] - What Does “FP&A as a Teacher” Mean?[08:20] - Teaching Early in Your Career[19:33] - Who Does FP&A Need to Teach?[25:54] - Teaching Financial Impact[29:19] - Ditch the Jargon[35:44] - Spotting Confused Audiences[41:59] - Teaching for Long-Term Growth[43:58] - Celebrity on a Deserted Island

10-30
47:22

The Complexity Trap in Finance for FP&A Pros to Escape Using Simpler Tools & Strategy - Matt Brattin

In this episode of FP&A Unlocked, host Paul Barnhurst talks with Matt Brattin, a former CFO who’s now building solutions to cut down on the complexity that often slows finance teams down. Drawing from his 20-year career in FP&A, Matt shares what inspired him to start Siplify and Close Pack, two platforms designed to save time and reduce manual work, especially around sales commissions and reporting. The conversation also explores leadership, analytics, and what it really takes to drive value in finance.Matt Brattin is a finance leader turned entrepreneur. After serving as a CFO, Matt launched two startups: Siplify, which helps automate and streamline sales commission processes, and Close Pack, a tool aimed at making financial reporting more efficient. He’s also writing The Art of Analytics, a book that ties together strategy, storytelling, and behavioral insights. Matt brings a deep understanding of finance, technology, and human behavior to every conversation.Expect to Learn:Why most commission plans fail, and how to fix themThe value of simplicity in finance systems and processesHow behavioral insights and empathy can improve analyticsWhy storytelling matters more than models at the executive levelTips for building tools that actually make a difference for finance teamsHere are a few quotes from the episode:"Nobody gives a crap about your model. They want the story, and they want the numbers to make sense." -  Matt Brattin"Authentic leadership; there is no substitute for that. Life is too short to act like somebody else when you're at work." - Matt BrattinMatt Brattin shows how true FP&A impact comes from simplifying complexity, leading with authenticity, and combining technical skill with a deep understanding of human behavior. His journey from CFO to founder highlights the value of clarity, behavioral insight, and thoughtful system design.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow Matt:LinkedIn - https://www.linkedin.com/in/mattbrattin/Website -  https://siplify.io/Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FP&A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details.In Today’s Episode[02:27] - Matt’s Mission: Saving a Million Hours[04:11] - What Great FP&A Really Looks Like[08:26] - Leadership Lessons from the CFO Seat[14:10] - Writing ‘The Art of Analytics’[21:53] - Building Siplify and Close Pack[28:16] - Real Talk on Sales Commissions[37:02] - Advice for First-Time Commission Owners[45:04] - FP&A Skills: From Excel to Selling the Story[55:49] - Final Thoughts and How to Connect

10-23
58:50

How FP&A Pros Can Use Automation & Python to Save Time & Become Better Business Partners with Willian Gomes.

In this episode of FP&A Unlocked, host Paul Barnhurst (The FP&A Guy) welcomes Willian Gomes, a finance and analytics professional with over 15 years of experience spanning telecommunications, aerospace, investment markets, and consumer goods. Willian shares how combining technical expertise with empathy and communication skills has enabled him to thrive as a financial partner across 60 countries in EMEA.Willian Gomes is a seasoned FP&A and data analytics professional currently supporting EMEA supply chain operations at a global consumer goods company. Based in Brazil, he holds an MBA in Project Management and advanced certifications in machine learning from Stanford. Willian brings deep expertise in automation, process improvement, and financial storytelling, having saved tens of thousands of work hours through custom-built tools and insights-driven analysis.Expect to Learn:How to evaluate whether an automation project is worth pursuingThe challenges of implementing machine learning in corporate environmentsHow Python enables scalable automation over ExcelHow cultural awareness enhances business partnering across global teamsHere are a few quotes from the episode:"Finance isn’t just about numbers, it’s about helping people make better decisions." – Willian Gomes"Empathy is a skill that’s not often associated with finance, but it’s essential for business partnering." – Willian GomesWillian Gomes shows how true FP&A impact comes from blending technical expertise with empathy, communication, and continuous learning. His journey across industries and continents highlights the value of automation, cultural awareness, and a people-first mindset. This episode is a testament to how finance leaders can drive change by being both data-driven and deeply human..Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow Willian:LinkedIn - https://www.linkedin.com/in/wjgomesds/?originalSubdomain=brEarn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FP&A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details.In Today’s Episode[02:48] - Willian’s Background and Global Role[04:03] - What Great FP&A Looks Like[11:46] -  Moving Back to FP&A from Data Analytics[19:52] - Where FP&A Struggles with Analytics[27:16] - Saving 7,000 Hours with Automation[38:55] - Must-Have Tech and Soft Skills[44:36] - Travel and Fun Facts[47:49] - Final Advice for FP&A Pros

10-16
50:10

FP&A at Early-Stage Companies and the Benefits of Using Python to Automate Data and Enhance Analysis with Todd Niemann

Note: Please note that all opinions and thoughts shared during this episode represent those of our guest, who joined in his own personal capacity and he is not representing any of the companies he works for.In this episode of FP&A Unlocked, host Paul Barnhurst welcomes Todd Niemann, Treasurer at Varo Bank, who shares his unique path through finance, treasury, and FP&A across multiple startup banks. Todd discusses how he helped launch and scale three new banking institutions, how FP&A supports better decision-making in banking, and why he believes Python is transforming financial analysis.Todd Niemann is the Treasurer at Varo Bank, where he oversees treasury and FP&A functions. A CFA charterholder with an MBA from Brigham Young University and a BA from Utah State University, Todd has helped build treasury and FP&A teams for three startup banks. His background spans banking, investing, and corporate finance, making him an authority on financial analytics and modeling in regulated industries.Expect to Learn:How to build and scale FP&A and treasury functions at startup banksWhy speed and accuracy are essential hallmarks of effective FP&AHow to forecast effectively when historical data doesn’t existThe benefits of learning Python for finance automation and analyticsHere are a few quotes from the episode:“The best FP&A teams don’t wait for perfect data; they create frameworks that help the business move forward anyway.” - Todd Niemann“In finance, speed matters. The faster you can analyze accurately, the more valuable you are.” - Todd NiemannTodd Niemann brings clarity to how FP&A drives smarter banking decisions through data, speed, and precision. His journey shows the power of combining technical skill with curiosity and innovation. This episode proves that the future of finance belongs to those who build, automate, and never stop learning.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow Todd:LinkedIn - https://www.linkedin.com/in/toddniemann/Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FP&A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details.In Today’s Episode[02:58] - What Makes Great FP&A?[05:27] - Building FP&A at New Banks[10:37] - Banking and Regulation[15:08] - Challenges of FP&A in Early-Stage Banks[23:08] - Learning and Applying Python in Finance[31:51] - Predicting Deposits with Big Data[38:21] - Recommended Reading for Finance Pros[40:19] - Top Technical and Soft Skills for FP&A[42:48] - What Todd Would Change About FP&A[47:00] - Wrapping Up the Conversation

10-09
47:53

From FP&A Analyst to Private Equity Operator with Alex Fabry: The Day-2 Lunch That Changed Everything

In this episode of FP&A Unlocked, host Paul Barnhurst is joined by Alex Fabry, the founder of KFA, an advisory firm focused on scaling businesses.. Alex takes us through his journey from FP&A to private equity, sharing his valuable experiences working at firms like Saber, BCG, and Charles Bank Capital Partners. Their conversation explores how FP&A can serve as a stepping stone to leadership and investment roles, and the key skills that helped Alex succeed in both corporate finance and private equity.Alex Fabry is the founder and managing partner of KFA, a private investment and advisory firm focused on growing and scaling businesses in Saint Louis. Before founding KFA, Alex started his career in FP&A roles at Saber, where he supported multi-billion dollar business units, managed complex budgets, and played a pivotal role in the $1.2 billion sale of Active Network to Global Payments. Alex also has experience as a Vice President at Charles Bank Capital Partners. He holds an MBA from the Kellogg School of Management at Northwestern University.Expect to Learn:How FP&A provides a solid foundation for leadership and private equity operator roles.The significance of automation in improving FP&A efficiency and enabling more strategic analysis.Why private equity and FP&A require different skill sets but can work in tandem to drive business growth.Key skills FP&A professionals need to transition into private equity.The value of relationships and trust in both FP&A and private equity environments.Here are a few quotes from the episode:“The real value of FP&A is in helping businesses make decisions, not just report numbers.” - Alex Fabry“Being a business partner looks different depending on the business—it's about them, not you." - Alex FabryAlex shared thoughtful and practical insights into the evolving role of FP&A in driving business success and the transition to private equity. He highlighted the importance of automation and strategic analysis in improving financial operations, the value of building strong business relationships, and how FP&A professionals can leverage their skills to thrive in the private equity space. Alex’s journey serves as a valuable playbook for those looking to navigate the complexities of both FP&A and private equity, emphasizing the need for adaptability, operational efficiency, and a keen understanding of the bigger business picture.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow Alex:LinkedIn - https://www.linkedin.com/in/alex-fabry/Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FP&A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details.In Today’s Episode[02:27] - Alex’s Background[03:50] - What Makes Great FP&A?[14:03] -  The Three Key Questions in Finance[18:38] - Private Equity...

10-03
55:25

What FP&A Pros need to know to be successful working in Private Equity with Jamie and Nate

In this episode of FP&A Tomorrow, host Paul Barnhurst and co-host Glenn Snyder discuss the dynamic intersection of private equity and financial planning & analysis (FP&A). With private equity firms increasingly focused on operational value creation over financial engineering, this discussion offers valuable insights into the evolving expectations for FP&A teams within PE-backed companies. The conversation covers everything from deal flow trends and building high-performing FP&A functions to the nuances of trust, alignment, and data in the PE environment.Nate is a Senior Managing Director at Riveron Consulting, where he leads the private equity practice. With extensive experience supporting portfolio companies, Nate brings a sharp understanding of how to structure FP&A functions that drive value from early investment to exit. Jamie is Director of Financial Operations at Trivest Partners, a middle-market private equity fund. Jamie works closely with FP&A teams across Trivest’s portfolio, guiding companies through growth, transformation, and exit, with a clear focus on data-driven decision-making and operational excellence.Expect to Learn:How private equity firms are shifting from financial engineering to operational value creation.Why FP&A is becoming a core strategic partner in PE-backed companies.The importance of early investment in data, tech stacks, and FP&A infrastructure.The difference between corporate FP&A and PE-backed FP&A environments.What skills and traits do PE firms value most when hiring FP&A professionals?Here are a few quotes from the episode:“Private equity used to be all about financial engineering; now it’s about operational value creation.” - Jamie Lukaszewski“The most successful FP&A teams are the ones that align financial and operational KPIs to tell a complete story.” - Nate Heeren"You're not going to win many races with your legs tied together; you've got to be set up for success." - Nate HeerenNate and Jamie shared thoughtful and practical insights into the evolving relationship between private equity and FP&A. They emphasized the growing importance of operational value creation, the foundational role of trust and alignment, and the need for robust data infrastructure to support strategic decision-making.Get Certified with the FPAC CredentialEarn the only FP&A credential that proves your expertise and commitment to the profession.Use TheFPAGuy-FPAC for $150 off the ExamUse TheFPAGuy-FPACEPP for $100 off the Exam Prep PlatformLearn more: https://www.thefpandaguy.com/fpa-certificationsAFP FP&A Forum: All insights. Zero spin.March 23 – 25 in IndianapolisThis immersive, three-day event is built for financial professionals, by financial professionals, and it’s designed to help you sharpen your skills, stay on top of trends, and connect with peers who understand your challenges.Learn more: https://www.financialprofessionals.org/events/meetings/afp-fp-a-forumFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Nate:LinkedIn - a...

09-25
46:04

How FP&A Teams Can Enhance Visuals and Improve Dashboards: Practical Tips from Zebra BI CEO Andrej Lapajne

In this episode of FP&A Tomorrow, host Paul Barnhurst welcomes Andrej Lapajne, the CEO and founder of Zebra BI. Andrej shares his thoughts on the evolving role of data visualization in financial planning and analysis, the importance of clear communication through standardized visuals, and how automation is transforming the way we analyze and present financial data. Later in the episode, Paul and Andrej discuss the challenges of data modeling, how AI is shaping business intelligence, and why effective data storytelling is crucial for making impactful business decisions.Andrej Lapajne is the CEO and founder of Zebra BI, a company dedicated to revolutionizing the way businesses communicate financial insights. With over 20 years of experience in business intelligence and data visualization, Andrej has helped organizations across industries implement better reporting systems. He is a passionate advocate for the International Business Communication Standards (IBCS), a methodology he helped popularize to improve data reporting and visualization.Expect to Learn:Why is consistent, clear communication in data visualization vital for FP&A professionals?The key skills FP&A professionals need to master such as data modeling and communication.How Zebra BI helps businesses generate actionable insights with ease.Andrej's methodology for data visualization and the importance of standardized charting in business reporting.Key advice on mastering data modeling and communication skills for finance professionalsHere are a few quotes from the episode:“Effective communication is the key to FP&A. You can have all the data, but if you can’t communicate the insights, it’s wasted.” - Andrej Lapajne“AI is transforming the way we consume analytics and freeing up time for more strategic decision-making.” - Andrej Lapajne"If your dashboard doesn’t show variances, it’s not actionable. You’re just looking at pretty colors." - Andrej LapajneAndrej Lapajne shared a clear and insightful perspective on the future of data visualization in financial planning and analysis. He emphasized the need for standardized communication, the importance of clean data, and the power of automation in transforming analytics. Together with Paul Barnhurst, this episode highlights the critical role of FP&A professionals in driving business decisions and how the integration of effective data visualization and modern technology will shape the future of the profession.Get Certified with the FPAC CredentialEarn the only FP&A credential that proves your expertise and commitment to the profession.Use TheFPAGuy-FPAC for $150 off the ExamUse TheFPAGuy-FPACEPP for $100 off the Exam Prep PlatformLearn more: https://www.thefpandaguy.com/fpa-certificationsAFP FP&A Forum: All insights. Zero spin.March 23 – 25 in IndianapolisThis immersive, three-day event is built for financial professionals, by financial professionals, and it’s designed to help you sharpen your skills, stay on top of trends, and connect with peers who understand your challenges.Learn more: https://www.financialprofessionals.org/events/meetings/afp-fp-a-forumFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn -

09-18
54:41

The Future of FP&A and How the Association For Finance Professionals (AFP) is Leading the Way with Pat and Bryan

In this episode of FP&A Tomorrow, host Paul Barnhurst welcomes Patrick Culkin, the new President and CEO of AFP. Pat shares his thoughts on leadership, professional development, and the evolving role of finance as AFP looks to expand its global reach and support a changing profession. Later in the episode, Paul gives a walk-through of his scenario planning framework using Gen AI, followed by a conversation with Bryan Lapidus about the return of the FP&A Forum, the state of the profession, and what financial professionals need most right now.Patrick Culkin is the President & CEO of the Association for Financial Professionals (AFP), stepping into the role in July 2025 after more than two decades with the organization. He previously served as Executive Vice President and began his AFP journey in Human Resources. Bryan Lapidus, FPAC, is Director of the FP&A Practice at AFP, where he leads thought leadership, education, and community-building for financial planning professionals. With a background in corporate finance and consulting, Bryan is also a certified FPAC holder. Expect to Learn:What drives AFP’s mission and how its leadership is preparing for the future of finance.How finance professionals can navigate uncertainty, AI adoption, and rapid change.Why growing a strong professional network is key to career and organizational success.A practical framework for scenario planning and how Gen AI can support it.What to expect from the FP&A Forum and why it’s become a must-attend event for finance professionals.Here are a few quotes from the episode:“Everything we do at AFP has to drive the success of the corporate finance professional. That’s our North Star.” - Patrick Culkin“Technology is a tool; what really matters is how you use it to drive better business outcomes.” - Bryan Lapidus“Everyone in the company plans, but FP&A is about return on capital; that’s what sets us apart.” - Bryan LapidusPatrick Culkin shared a clear and practical outlook on the future of corporate finance. He highlighted the importance of staying connected, continuing to learn, and being ready to adapt as the profession evolves. Together with insights from Bryan Lapidus and Paul Barnhurst, this episode underscores the growing role of finance as a strategic partner in business.Get Certified with the FPAC CredentialEarn the only FP&A credential that proves your expertise and commitment to the profession.Use TheFPAGuy-FPAC for $150 off the ExamUse TheFPAGuy-FPACEPP for $100 off the Exam Prep PlatformLearn more: https://www.thefpandaguy.com/fpa-certificationsAFP FP&A Forum: All insights. Zero spin.March 23 – 25 in IndianapolisThis immersive, three-day event is built for financial professionals, by financial professionals, and it’s designed to help you sharpen your skills, stay on top of trends, and connect with peers who understand your challenges.Learn more: https://www.financialprofessionals.org/events/meetings/afp-fp-a-forumFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Patrick:LinkedIn - a...

09-11
54:26

People First Leadership Lessons for building High-Performing finance teams from one of the TOP 10 Most Admired CEOs in the world, Garry Ridge

In this episode of FP&A Tomorrow, host Paul Barnhurst welcomes Garry Ridge, former CEO of WD-40 Company and a globally recognized leadership coach, to discuss how company culture and employee engagement can drive business success. With his extensive experience building a culture of trust, respect, and belonging, Garry shares how FP&A professionals can align financial strategy with a purpose-driven organizational culture. From leadership to mental health in the workplace, Garry’s insights provide valuable lessons for creating thriving teams and lasting business impact.Garry Ridge is a purpose-driven leader, coach, and global keynote speaker. As the former Chairman and CEO of WD-40 Company, Garry led the brand to become one of the world’s most trusted names, achieving over 90% employee engagement and consistent shareholder growth. Known as The Culture Coach, Garry helps leaders create values-driven workplaces where learning, innovation, and connection fuel success. He is the author of Any Dumb-Ass Can Do It and co-author of Helping People Win at Work with Ken Blanchard.Expect to Learn:The connection between company culture and business successHow FP&A can guide strategy while fostering engagementWhy servant leadership is key to unlocking innovationPractical advice on building a workplace of belongingThe importance of "learning moments" in continuous improvementHere are a few quotes from the episode:"Great FP&A looks like a road map to a destination that’s directionally very concise and understandable." - Garry Ridge"If only a small percentage of your organization is passionately working on executing your strategy, you’ll get limited outcomes." - Garry Ridge"If you want to create a high-performing culture, focus on building trust, respect, and belonging." - Garry RidgeGarry Ridge offered a powerful vision for the future of leadership and organizational culture, one where trust, respect, and belonging are the foundations of success. He emphasized that great leaders are not just managers, but coaches who inspire their teams to thrive by focusing on values-driven cultures. From building employee engagement to navigating mental health challenges, Garry’s insights provide actionable guidance for leaders looking to create work environments where people feel valued, connected, and empowered to contribute to a greater purpose.Get Certified with the FPAC CredentialEarn the only FP&A credential that proves your expertise and commitment to the profession.Use TheFPAGuy-FPAC for $150 off the ExamUse TheFPAGuy-FPACEPP for $100 off the Exam Prep PlatformLearn more: https://www.thefpandaguy.com/fpa-certificationsAFP FP&A Forum: All insights. Zero spin.March 23 – 25 in IndianapolisThis immersive, three-day event is built for financial professionals, by financial professionals, and it’s designed to help you sharpen your skills, stay on top of trends, and connect with peers who understand your challenges.Learn more: https://www.financialprofessionals.org/events/meetings/afp-fp-a-forumFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow...

09-04
52:41

The Top Skills FP&A Hiring Managers Want from Finance Analysts to Get Hired Fast with William Spengler

In this episode of FP&A Tomorrow, host Paul Barnhurst is joined by William Spengler, founder of Frederick Fox, a recruiting firm specializing in placing top-tier finance and accounting talent. They discuss what employers are looking for in FP&A professionals and the growing demand for technical skills such as Power BI, Tableau, and SQL. William shares insights into the current job market, what makes candidates stand out, and why effective communication and a curious mindset are essential for success in finance. The episode is packed with practical advice for job seekers and finance professionals looking to advance in their careers.William is the founder and principal of Frederick Fox, a recruiting firm that specializes in placing finance and accounting talent. Since its launch in 2019, Frederick Fox has grown rapidly, serving over 700 clients with a team of 55+ experienced recruiters. The firm has achieved this growth without outside funding, focusing on speed, accountability, and results. Frederick Fox has redefined the recruiting process, prioritizing lean systems and performance-based partnerships to help companies make confident hires. Outside of work, William is a guitar-playing father of three, a math nerd turned entrepreneur, and an enthusiast of spicy food and hot yoga.Expect to Learn:Why accounting and finance roles are becoming more crucial to businesses todayHow to stand out as an FP&A candidate in a competitive job marketThe importance of mastering technical tools like Power BI, Tableau, and SQLWhy humble curiosity is key to becoming a better business partnerHow recruiters assess FP&A candidates and what skills they prioritizeHere are a few quotes from the episode:“Accountants are becoming like the new software engineers. They’re in high demand and increasingly critical to business operations.” - William Spengler“The biggest mistake candidates make is not reaching out directly to hiring managers with relevant examples. Networking is key.” - William Spengler“If you're not networking continuously, you're not future-proofing your career.” - William SpenglerWilliam Spengler shared valuable insights into the FP&A job market, highlighting the demand for technical skills, the importance of effective communication, and the value of humble curiosity. His practical advice on networking, understanding business needs, and positioning yourself for success will help both job seekers and finance professionals advance in their careers. World-class Digital FP&A Course Bundle: Sign up for over ten hours of video content with 4 different courses and 8 modules on FP&A topics, including: Business Partnering, Data Analysis, Financial Modeling Design Principles, and Modern Excel. Use code Podcast to save 25%. What are you waiting for? Sign up today: https://bit.ly/4decOf3Follow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow William:LinkedIn - www.linkedin.com/in/william-spengler-2193433aWebsite: https://frederickfox.com/Facebook:

08-28
51:10

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