As small businesses scale, the role of financial planning and analysis (FP&A) evolves and becomes increasingly important. But where exactly does FP&A fit within a scalable business model?

In this episode, Jeffrey Mazza, the CFO in the BizOps group at CliftonLarsonAllen, delves into how FP&A fits within a scalable growth strategy and the changes it undergoes as the company expands.

Whether you’re an entrepreneur looking to grow your business or a finance professional seeking to understand the bigger picture, this episode provides valuable insights into the evolving role of FP&A in a growing organization.

Join us as we explore the dynamic relationship between FP&A and scalable growth.

Listen in to find out:

• Where FP&A fits within a scalable business model
• How small businesses use FP&A to help them scale
• How the FP&A function evolves as the business grows
• How the way in which companies use FP&A has changed since Covid-19
• Key traits and skills of a successful FP&A team
• Tips for FP&A teams to help drive business growth

About our guest

Jeffrey Mazza is the Greater Chicagoland Office Leader and CFO in the BizOps group at CliftonLarsonAllen. CLA creates opportunities for businesses, individuals, and communities through our wealth advisory, outsourcing, audit, tax and consulting services.

Jeffrey brings with him over 20+ years of experience in senior financial and operational leadership roles. He has a measurable history of helping businesses succeed by designing and executing growth strategies and capitalizing on opportunities to accelerate profitability through effective financial planning and analysis. He also brings extensive experience in developing both financial and operational infrastructure in early-stage companies.

Jeffrey serves as a steering committee member at The CFO Leadership Council, a member of the Association of Certified Fraud Examiners and the CFOrward Group. He is also an active volunteer and a board member of The GALF LLC.

He earned a bachelor’s degree in finance from the University of Massachusetts, Amherst and attended the MBA program at DePaul University Charles H. Kellstadt Graduate School of Business. Jeffrey also holds the CFE (Certified Fraud Examiners) designation.

Resources & mentions from this episode

• Connect with Jeffrey on LinkedIn
• Sign up to our free Finance Alliance Slack community
• Subscribe to The Monthly Balance Newsletter

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