FP&A Today

By Sarah SchlottBusiness Management

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Typical duration
59 min
per episode

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FP&A Today episodes

March 05, 2025Damon Fletcher, ex-CFO of Tableau, on Great Analytics
Today’s guest is perhaps the leading CFO name in data and analytics, the ex-CFO of Tableau and DataRobot. Now as Founder & CEO at Caliper, Fletcher draws on over a decade of executive experience at the intersection of finance and analytics. At Caliper, his mission is transform cloud cost and usage data into actionable insights
In this episode Fletcher discusses
The relationship between analytics and the CFO
Subscription, net dollar retention, customer retention, and annual recurring revenue as key metrics
Getting from CFO to CEO and the learning curve
How we rely on AI and predictive ML and seasonal patterns to find anomalies
Getting to base analytics and starting in AI
Challenges and waste with cloud and holding engineers accountable
The opportunity to save 30% on cloud spend
Moving from Excel to Google Sheets
Connect with Damon LinkedIn: https://www.linkedin.com/in/damon-fletcher-bb8a6614/
https://calipersoftware.ai
41 min
February 26, 2025From a deep struggle with personal skills to Storytelling Leader
Walmart, Kraft Heinz, Blue Rock Therapeutics, and the Four Seasons hotels are just some of companies that regularly invite Ron Monteiro to coach their finance teams in storytelling. But Ron’s success followed decades of fear in presenting and public speaking in FP&A settings. Starting in accounting at Hitachi (“Ron Monteiro: “it was actually the only job I could get”) the CPA and CMA was inspired by a manager who gave him direction and mentorship doing FP&A as Kraft, as well as work over a decade in daily overcoming his debilitating fears. Now he delivers a playbook to teams across the world where finance is “expected to be at the table, not just tactically, but strategically.”Ron is also the author of a new book: Love Mondays which draws on his experience and interviews with finance leaders.
In this episode
Fear of public speaking I’ve carried through my life
Kraft Foods and a leap of faith from my manager
15 years at Kraft with 7 jobs and five promotions including FP&A manager, analyst and director
Transforming Kraft FP&A into strategic value: Kraft Singles and “Getting Our Shit Together” meetings
Brendan Flynn’s leadership of finance at Kraft developing future finance leaders
The downward trend of FP&A post 3G Capital’s buyout
CPG and the essential metrics
Learning what you can do to grow – listening tour as business partnering and putting your hand up
Love Mondays! A Proven Process to Bring Joy Back Into Your Work Week and Life Paperback by Ron Monteiro https://www.amazon.ca/Love-Mondays-Proven-Process-Bring/dp/B0DPMTVYY3
47 min
February 19, 2025The Consolidation King on Working Better with FP&A – Charaf Bourhalla
“Consolidation. A lot of people don’t know exactly what it is. They think that it’s just an aggregation of numbers. Like you just add numbers, but it’s more technical than that. Most of the time when we are talking about consolidation, it’s international big groups that have subsidiaries around the world. Consolidation is the process of converting those financial statements normally built locally, because they have to be compliant with the local requirements and be compliant with the GAAP of the group.”
Charaf Bourhalla has been Head of Consolidation at Nestle Skin Health, Vimian Group and Edify Investment Partner. He holds several key certifications, including the FMVA from CFI, ACCA with a focus on IFRS, and the PMP from PMI. His posts on LinkedIn reach millions of people explaining complex topics simply such as IFRS 10 – Consolidated Financial Statements, AS 16 – Property, Plant and Equipment and AS 1 – Presentation of Financial Statements.
In this episode:
From years of struggle, to Kimberly Clarke as a reporting analyst to entering a pharma company as business controller
13-year tenure as a consultant developing a deep understanding of IFRS, USGAAP, French GAAP, and IPSAS,
3 Jobs as Head of Consolidation including Nestle Skin Health with 70 subsidiaries around the world
Simplifying complexities of financial consolidation and non financial KPIs
Secrets to working with FP&A for consolidation and forecasting and building a mid-term plan
Continual training for teams in subsidiaries
Technology and complexity changing the consolidation game
How Charaf called in when a company found itself consolidating more than 70 legal entities using Excel
Not to pick consultants with partnerships with only one provider
Connect with Charaf on LinkedIn: https://www.linkedin.com/in/charaf-bourhalla-04760a1b/
41 min
February 12, 2025The perfect formula for FP&A and Beer – Pavels Cvetkovs at Carlsberg
Grab a beer and listen to this special episode. We are joined by Pavels Cvetkovs FP&A director at Carlsberg Group who reveals the formula of FP&A at the famous brand. Carlsberg was founded in 1847, has 140 brands, and 30,000 employees – and FP&A is core to their success, says Cvetkovs.
In this episode:
How my career in the Big Four (and audit) served as “finance military school”
Moving from business controller to FP&A
The essence of Carlsberg – innovation in brewing and sustainability
Distinct shareholder structure at Carlsberg run by Carlsberg foundation
What’s so special about the beer and beverage industry and our FP&A practices
Power of inventory management, sales seasonality, and supply chain and cost planning in brewing
Forecasting and planning and achieving highest levels of collaboration
FP&A set up and management of 10-20 KPIs at Carlsberg
Business partnering as a mindset at Carlsberg
Visiting sites in operations at Carlsberg
Biggest challenges overcome in budget season
Refining my financial modeling skills
Follow and connect with Pavels on Linkedin:
https://www.linkedin.com/in/pavels-cvetkovs-471b231a
38 min
February 04, 2025Lies, Bias, and ESG in the finance function – Prof Alex Edmans
Alex Edmans is a professor of Finance, non-executive director, author, and TED speaker. He is regularly interviewed and writes for WSJ, Bloomberg, BBC, CNBC, CNN, ESPN, Fox, ITV, NPR, Reuters, Sky News, and Sky Sports. He was previously a tenured professor at Wharton and an investment banker at Morgan Stanley.
In this episode we talk to Alex about his new book “May Contain Lies: How Stories, Statistics, and Studies Exploit Our Biases – And What We Can Do About. He is also a co-author of the classic text book, “Principles of Corporate Finance” and top business book (his first book) Grow the Pie, How Great Companies Deliver both purpose and Profit. His Ted Talk on what to trust in a post truth world has alone been viewed nearly 2m time.
So many thought-provoking takeaways for anyone in FP&A!
Leaving Morgan Stanley to become a professor of finance
Why I give Ted Talks rather than just publishing research
How CFOs and FP&A leaders can think about purpose
Is ESG a tick-box exercise for finance?
How FP&A and finance leaders can check their biases
How you can control your addiction to bias
Silicon Valley Bank and why financial models were affected by bias
Follow Alex on LinkedIn: https://www.linkedin.com/in/aedmans/
Links to Alex’s new book:
May Contain Lies: How Stories, Statistics, and Studies Exploit Our Biases―And What We Can Do about
TED: What to trust in a “post-truth” world
34 min
January 28, 2025From Philadelphia Eagles to Sports FP&A
Over the last 12 years, Jason Hershman led financial planning & analysis at successful, hyper-growth companies in the sports arena.
But his career started as a ballboy at the Philadelphia Eagles. It was a job he spent months pursuing at 14 years old. This experience taught Jason a key lesson. He says: “things that seem out of touch, out of reach are not, it just takes a little hustle, a little effort.”
This attitude has stayed with him as he has led multiple finance teams and embarked on everything from redesigning the chart of accounts, owning the month-end close, building financial models from scratch, raising millions in equity, renegotiated debt, to IPOs.
Finance highlights included leading the $400 million sale of Appetize, a B2B SaaS business in the sports industry (Appetize is the software provider for all of the MLB, NFL, NBA, NHL stadiums as well as theme parks such as Six Flags, Disney, and SeaWorld). After this, Jason launched his own fractional CFO business, Point FP&A, providing FP&A to some of the most exciting companies in the sports industry. He has the luxury of turning down clients who are not in the sports world.
In this episode:
The Philadelphia Eagles as a ballboy for 5 years – things that are out of touch are not
Learning accounting and FP&A on the job in my first online retail startup in New York – which eventually became public
Getting hired at sports startup Appetize (B2B SaaS)- combining my passions for sports and finance + getting to exits
The power of rebuilding a financial model as central to my career
Going to market as a sports FP&A fractional CFO at Point The ideal balance and differences between accountancy and FP&A
Secrets to rebuilding the financial model
Being honest on my journey with AI and FP&A
Connect with Jason on LinkedIn
Check out Point at www.pointfpa.com
49 min
January 21, 2025Finance and passion always in fashion for 175-year old company
Evgenia Elezova, Head of Regional Finance, Lindström joins us to talk about FP&A and finance transformation at the 175-year old textile giant. Helsinki-based Lindström is one of Europe’s leading textile service companies employing over 5000 people in Europe and in Asia with turnover of 496€ million in 2022. Elezova herself has transformed the finance function during 14 years, during which time she’s driven M&A initiatives, to leading finance projects. Highlights include a two year development program for business controllers at Lindström, designed to move finance from back office roles to strategic co-pilots for management.
In this episode:
Being responsible for M&A Due diligence and integration
Experience in successful M&A
Business Partnering at Lindstrom
Focusing on future scenarios
HowControl assists strategy at Lindstrom
Our two-year long finance training Lindstrom Finance Business Development Program
Moving from back office in finance to having impact on business
Lindstrom’s approach to budgeting/target setting
Core KPIs in a global textile company
Seeing change in controller work
Coaching finance leaders
Connect with Evgenia at https://www.linkedin.com/in/evgenia-elezova-513ba12/
50 min
January 14, 2025FP&A as Fuel for Innovation – Lessons from Apple, Facebook Google and JFrog
Jarad Backlund is VP of FP&A at JFrog, a DevOps platform streamlining software development and delivery. In this episode Jarad provides frank insights and lessons from over 18 years of experience in FP&A spanning Apple, Google, and Facebook (as well as at bootstrapped startups). From overseeing multi-billion dollar capital projects to leading finance at cutting edge startups, he reveals his secrets to building top quality FP&A teams, bringing strategic insights and creating a builder mentality.
In this episode:
My journey from failing as an architectural major to FANG FP&A
Canned reports vs the ability to create new processes and systems
Facing an “impossible” project at Facebook/Meta
The skill needed to win an interview for FP&A at a FANG company
From Bootstrapped FP&A to billion dollar companies
Raising the cap on Apple Care Products helping it become a $2billion+ business
Clean data and analytics
LLMs contextual awareness and FP&A
Skills and education in the age of AI
Becoming a builder in finance
How VLookUp almost cost me a job
Connect with Jarad Backlund: https://www.linkedin.com/in/jaradbacklund/
1 hr 6 min
January 01, 2025CEO of CFI: Become a World Class Financial Analyst
I speak with Anna Talerico, the CEO of CFI, a powerhouse provider of training and productivity tools for finance and banking professionals (serving 2m finance professionals, offering 5,000 on-demand lessons and 200 courses) including the famous – including the famous Certified Financial Modeling & Valuation Analyst (FMVA®) accreditation. She is also CEO of Macabacus, a top enterprise productivity add-in on for finance teams.
In this episode:
why anyone can be a world class financial analyst
leveraging technology to democratize education at CFI.
Giving finance leaders “Desk Ready Skills” from financial modelling to AI cryptocurrency and risk management (and what’s hot right now)
CFI acquiring Macabacus and the opportunities and challenges of being a dual CEO over 2 companie
How Excel remains the backbone of finance
Are you losing sleep over the AI revolution in finance?
Basics of coding in finance
Best courses to stay relevant in finance and ride the wave of AI
42 min
December 26, 2024FP&A as the Strategic Backbone: Enrique Rodriguez, Walgreens Boots Alliance
“I transitioned into FP&A when I realized that it wasn’t just about crunching the numbers, it was more about telling a story and trying to influence the future. Working with Fortune 100 companies has given me the fantastic platform to leave transformative projects in finance, procurement, and supply chain. I saw firsthand how FP&A acts as the strategic backbone of any type of organization”
– Enrique Rodriguez, Finance Director, Walgreens Boots Alliance
Enrique Rodriguez is a multilingual finance director and business leader. With more than 15 years of experience in Fortune 100 companies, he has worked collaboratively with global functions directing FP&A, accounting and treasury teams. He’s headed finance departments overseeing $7 billion in annual spend and managing operational budgets of up to $750 million in billion dollar business units and is a passionate believer in Zero Based Budgeting revealing how he implemented this – despite challenges.
My background in Guatemala
When I realized it is not just about crunching the numbers
FP&A as the backbone of the institution
Main financial metrics bio biopharmaceutical companies, medical devices, and healthcare companies
How FP&A departments are set up at the companies you worked for – and the philosophy and the outputs expected from FP&A
producing outputs like dynamic scenario planning and specific KPI dashboards guiding decisions at the highest level.
Zero based budgeting – the why and how of our experience
Biggest challenges I have seen in budgeting in my career – managing budgets during a turnaround
How finance business partnering has changed in my career
The problem solving aspect of FP&A
The opportunities and challenges of fast-growing technology
Saving $8million on inventory write-off in a country on a health product
Financial Executives International (Chicago)
The power of a great mentor and books: Hit Refresh Satya Nadella (Microsoft) and Shoe Dog (Joe Knight)
supporting a procurement organization in, in an early level of maturity – my toughest challenge
Index Match – more flexible and scalable for complex analysis
Connect with Enrique Rodriguez on LinkedIn: https://www.linkedin.com/in/enrique-a-rodriguez/
39 min

About FP&A Today

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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…