Every finance team wants a seat at the table - but too often, their message gets lost once they’re there.

In this episode of The Growth-Minded CFO, we sit down with Anders Liu-Lindberg - Partner at the Business Partnering Institute, co-author of the book 'Communicating Financials to Executives', and one of the most followed finance voices on LinkedIn - to unpack how finance leaders can move from number-crunchers to true strategic partners.

Anders shares practical frameworks and real-world stories to help finance professionals strengthen their influence, communicate with clarity, and earn trust with leadership teams.

Chapters:

• 02:09 Anders' Professional Journey
• 03:28 From Finance to Consulting
• 05:55 Building Influence and Trust
• 16:41 The Trust Equation
• 21:56 Aligning Leadership on Key Challenges
• 22:10 Addressing Challenges with Recommendations
• 23:06 The Importance of Simplicity in Communication
• 26:01 Effective Use of Visuals in Presentations
• 27:49 Transforming Complex Data into Actionable Insights
• 34:50 The Role of Storytelling in Finance
• 38:04 Becoming the Consultant Within Your Company

You’ll learn:

• Why Insight × Influence = Impact (and how to apply it in real finance settings)
• How to shift from “finance in the trunk” to the co-pilot seat of the business
• A proven structure for board and leadership presentations that keeps executives engaged
• The concept of “Know the details, but don’t show them” — and why the appendix is your best friend
• How to use storytelling frameworks like SCQA to make financial insights memorable
• How trust and relationships unlock real influence for CFOs and finance leaders

Listen (and subscribe) on YouTube: https://youtu.be/B5twrAIQN-w?si=BW7EHFCSfTG-8Jd9

Connect with Anders: https://www.linkedin.com/in/andersliulindberg/

Connect with Alex: https://www.linkedin.com/in/alexlouisy/

Connect with Lauren: https://www.linkedin.com/in/laurenepearl/Links and Resources (mentioned in this episode):

• Book: 'Communicating Financials to Executives' (co-authored by Anders Liu-Lindberg) - https://www.wiley.com/en-us/Communica...
• Book: 'The Trusted Advisor' - https://trustedadvisor.com/books/the-...
• Article: Paul Graham, founder of Y Combinator - 'Good Writing' https://paulgraham.com/goodwriting.html
• Try Upflow FRM (Financial Relationship Management) – get paid faster and build stronger customer relationships: ⁠upflow.io⁠

The Growth-Minded CFO podcast challenges the status quo and explores how the best CFOs approach their work and lives. Hosts Lauren Pearl (Fractional CFO, 3-time Founder, and Startup Finance Instructor at NYU) and Alex Louisy (Fintech CEO and Y Combinator graduate) talk with inspiring finance and business leaders about what it takes to support high-performing organizations.

This podcast is powered by Upflow - a Financial Relationship Management platform enabling faster payments, stronger customer relationships, and efficient growth for your business.

Join thousands of next-level finance leaders and go from chasing invoices to engaging customers. Find out more at ⁠upflow.io⁠.

Want to get in touch? Reach out to our producer at ⁠joseph.sweeney@upflow.io⁠

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