In this episode of FP&A Tomorrow, host Paul Barnhurst, aka “The FP&A Guy,” talks about financial planning and analysis (FP&A) with Carl Seidman. They discuss how technology, strategic thinking, and effective communication are reshaping FP&A roles, making them more agile and impactful than ever.

Carl Seidman is an FP&A advisor, educator, and fractional CFO with over two decades of experience in financial strategy, business storytelling, and leadership development. Founder of Seidman Financial, Carl helps organizations build robust FP&A capabilities and fosters the development of professionals through learning programs and mastermind groups.

• How the FP&A profession is transitioning from backward-looking analysis to strategic business partnering.
• The growing importance of communication and influence in advancing FP&A careers.
• Insights into scenario planning and anticipating disruptions in uncertain times.
• The role of technology and tools like Excel and generative AI in enhancing FP&A processes.
• Tips for becoming a more effective presenter and influencer in professional settings.

Here are a few relevant quotes from the episode:

• "Critical thinking and communication are the two most essential skills for FP&A professionals." - Carl Seidman
• "FP&A professionals must move beyond technical skills to focus on strategy and influence." - Carl Seidman
• "Excel is still powerful, but integrating it with modern tools can unlock even greater efficiency." - Carl Seidman

Carl shared actionable insights and practical advice that can help FP&A teams navigate the complexities of today's business environment. As FP&A transitions from traditional analysis to becoming a vital strategic partner, professionals must cultivate critical thinking, effective communication, and the ability to influence decisions. 

Plan Smarter with Workday:

Workday Adaptive Planning empowers organizations with AI-driven insights, advanced data visualization, and powerful reporting tools. Make smarter decisions faster and elevate your budgeting, forecasting, and modeling. Learn more at http://www.workday.com/fpaguy

Follow FP&A Tomorrow:

Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 

Follow Carl:

LinkedIn - http://linkedin.com/in/carlseidman

Website - https://seidmanfinancial.com/

Follow Paul: 

Website - https://www.thefpandaguy.com

LinkedIn - https://www.linkedin.com/in/thefpandaguy

World-class Digital FP&A Course Bundle: 

Signup 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 signup now: https://bit.ly/4decOf3

Earn 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

[02:29] - What Great FP&A Looks Like

[07:12] - The Evolution of FP&A Roles

[17:27] - Communication as a Key Skill

[21:05] - The Role of Feedback

[30:05] - The Power of Presentation

[34:39] - Influence and Strategy

[41:28] - Anticipation and Scenario Analysis

[47:06] - LinkedIn Learning Course

[49:24] - Rapid-Fire Questions

In this insightful episode of FP&A Tomorrow, host Paul Barnhurst, "The FP&A Guy," explores the dynamic world of financial planning and analysis with guest Greg Adams, a seasoned CFO and author. They discuss how finance professionals can drive value through storytelling, critical thinking, and strategic insights. The conversation also delves into Greg's journey from leading finance teams to writing an international crime thriller with an accountant hero, redefining the image of finance professionals.

Greg Adams is the SVP and CFO of the American Management Association (AMA), with over 25 years of leadership experience in public and private finance. He is a CPA and a published author whose debut novel, Green Shades: Accountants Aren't Supposed to Die This Way, combines financial intrigue with a thrilling narrative. Greg's leadership mission is centered on fostering corporate excellence and empowering finance professionals to embrace their strategic potential.

• The evolving role of FP&A as a strategic partner in business.
• Why storytelling is a critical skill for finance professionals.
• How to leverage external data and AI for more robust financial planning.
• Insights into the value of "power skills" like communication and leadership.
• Greg’s journey writing a crime thriller that challenges stereotypes about accountants.

Here are a few relevant quotes from the episode:

• "If you control information, you control the world. FP&A professionals need to look beyond internal data and consider external benchmarks." - Greg Adams
• "AI and machine learning allow us to move beyond just historical data to anticipate what’s coming." - Greg Adams
• "Step away from your desk and talk to people. The best insights often come from conversations." - Greg Adams

Greg Adams offered a fresh and inspiring perspective on the role of finance professionals. From emphasizing the art of storytelling in FP&A to advocating for the integration of external data and AI, Greg highlighted how finance can be a driver of change and innovation.

Plan Smarter with Workday:

Workday Adaptive Planning empowers organizations with AI-driven insights, advanced data visualization, and powerful reporting tools. Make smarter decisions faster and elevate your budgeting, forecasting, and modeling. Learn more at http://www.workday.com/fpaguy

Follow FP&A Tomorrow:

Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 

Follow Greg:

LinkedIn - https://www.linkedin.com/in/gregdadams/

Website - https://www.cpa-author.com/

Email - mailto:[email protected]

Special Offer for Listeners

The first three listeners to contact Greg at [email protected] can access a free AMA course (valued at $2,000-$3,000). Mention FP&A Tomorrow in your email!

Follow Paul: 

Website - https://www.thefpandaguy.com

LinkedIn - https://www.linkedin.com/in/thefpandaguy

World-class Digital FP&A Course Bundle: 

Signup 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 signup now: https://bit.ly/4decOf3

Earn 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

[01:39] - Meet Greg Adams

[04:01] - What is Great FP&A?

[06:17] - External Data and AI in Finance

[10:46] - The Art of Storytelling in Finance

[11:59] - Greg’s Role at AMA

[19:38] - Writing Green Shades

[27:58] - Lessons from a CFO's Career

[38:31] - Evolution of CFO Role

[43:23] - Tips for FP&A Professionals

[51:53] - Final Thoughts and Takeaways

In this insightful episode of FP&A Tomorrow, we explore the dynamic relationship between Financial Planning and Analysis and Supply Chain Planning. Host Paul Barnhurst aka The FP&A Guy discusses how these two critical functions can work together to create better outcomes for businesses, particularly in challenging environments. With supply chain disruptions and evolving market needs, aligning these disciplines is more vital than ever.

Guests: Lyndsey Weber, a seasoned expert with a background in supply chain and finance, and Marcia Williams, a supply chain planning professional with roots in accounting. Lyndsey transitioned from ExxonMobil to tech, where she focuses on optimizing supply chain planning with financial insights. Marcia brings a wealth of knowledge on integrating operational and financial strategies to drive value and efficiency.

• How FP&A and supply chain planning intersect and complement each other.
• Key differences in planning horizons and decision-making processes between FP&A and supply chain.
• The role of integrated business planning (IBP) in achieving cross-functional alignment.
• Strategies to enhance communication and collaboration between finance and supply chain teams.
• Real-world examples of overcoming challenges during the COVID-19 pandemic and creating value through supply chain optimization.

Here are a few relevant quotes from the episode:

• "Every company has supply and demand, whether it's a product or a service. Matching them is the core of supply chain planning." - Lyndsey Weber
• "Finance and supply chain must combine top-down and bottom-up approaches for effective planning." - Marcia Williams
• "The more granular focus in supply chain planning complements the high-level strategy in FP&A." - Lyndsey Weber

From breaking down the barriers between FP&A and supply chain to leveraging collaboration for unlocking new opportunities, this episode highlighted actionable strategies for creating alignment and driving business value. Finance and supply chain are two sides of the same coin, and when aligned, they enable better, faster decisions that benefit the entire organization.

Plan Smarter with Workday:

Workday Adaptive Planning empowers organizations with AI-driven insights, advanced data visualization, and powerful reporting tools. Make smarter decisions faster and elevate your budgeting, forecasting, and modeling. Learn more at http://www.workday.com/fpaguy

Follow FP&A Tomorrow:

Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 

Follow Lyndsey:

LinkedIn - https://www.linkedin.com/in/lyndsey-weber/

Follow Marcia:

LinkedIn - https://www.linkedin.com/in/marciadwilliams/

Follow Paul: 

Website - https://www.thefpandaguy.com

LinkedIn - https://www.linkedin.com/in/thefpandaguy

World-class Digital FP&A Course Bundle: 

Signup 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 signup now: https://bit.ly/4decOf3

Earn 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

[01:43] - Meet the Guests

[04:09] - Career Shifts and Lessons Learned

[07:38] - Understanding Supply Chain Planning

[12:21] - Challenges in Integrated Planning

[17:51] - Ensuring Cross-Functional Alignment

[26:59] - Leveraging Metrics for Better Collaboration

[37:00] - Key Advice for FP&A Professionals

[42:14] - Skillsets in Finance vs. Supply Chain Planning

[49:56] - Fun and Personal Insights

[54:10] - Conclusion

In this engaging episode of FP&A Tomorrow, host Paul Barnhurst, the FP&A Guy, sits down with Mark Hansen, CFO of Entrata. Their conversation explores financial planning and analysis (FP&A), strategic business decision-making, and the evolving role of finance teams in organizations. This episode provides valuable insights into how FP&A professionals can align metrics, foster relationships, and utilize data to empower strategic growth.

Mark Hansen brings a wealth of experience as the CFO of Entrata, a comprehensive ERP platform for the multifamily housing industry. Prior to this role, Mark held pivotal finance positions at Pluralsight and Skullcandy, leading finance teams through periods of significant growth. A CPA with a master’s in accounting from the University of Utah, Mark combines technical expertise with a strategic vision, making him a thought leader in the financial industry.

Expect to Learn

• Understanding the transition from accurate forecasting to strategic decision-making.
• Why FP&A is positioned as the "center of the universe" for organizational data.
• Practical advice on aligning and rolling forward metrics to track business performance.
• How to leverage diverse experiences (the "bingo card" approach) to achieve career growth.
• Insights into hiring, mentoring, and fostering curiosity and technical skills within finance teams.

Here are a few relevant quotes from the episode:

• "Understanding unit economics, gross margin, and other granular financial details helps inform better business decisions." - Mark Hansen
• "Understanding SEC reporting is like leveling up in financial knowledge. It's the major leagues of financial reporting." - Mark Hansen
• "FP&A teams of the future will not just focus on budgeting and forecasting but also on data analytics and business modeling." - Mark Hansen

In this insightful episode, Mark shares valuable advice on career development, stressing the importance of building strong relationships, acquiring diverse skills, and being proactive in one's career progression. Mark’s focus on curiosity, technical skills, and business partnering provides a roadmap for any finance professional looking to elevate their impact.

Plan Smarter with Workday:

Workday Adaptive Planning empowers organizations with AI-driven insights, advanced data visualization, and powerful reporting tools. Make smarter decisions faster and elevate your budgeting, forecasting, and modeling. Learn more at http://www.workday.com/fpaguy

Follow FP&A Tomorrow:

Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 

Follow Mark:

LinkedIn - https://www.linkedin.com/in/mark-hansen-7b79045/

Follow Paul: 

Website - https://www.thefpandaguy.com

LinkedIn - https://www.linkedin.com/in/thefpandaguy

World-class Digital FP&A Course Bundle: 

Signup 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 signup now: https://bit.ly/4decOf3

Earn 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

[01:57] Introduction to Mark Hansen

[02:55] Defining Great FP&A

[08:41] Lessons from SEC Reporting

[15:01] Pluralsight’s Growth Journey

[25:48] The Challenges of Metric Alignment

[32:22] First CFO Role at Entrata

[39:10] The Hardest Roles to Fill in Finance

[44:35] The Future of FP&A Teams

[49:26] Fun insights into Mark’s hobbies

[52:49] Final Takeaway: Business Partnering

In this episode of FP&A Tomorrow, host Paul Barnhurst, aka The FP&A Guy, explores the evolving world of financial planning and analysis (FP&A) systems. With guest Charlie Liu, the conversation shifts to the art and science of optimizing financial tools and processes to drive business success. Charlie brings a wealth of experience in FP&A, systems consulting, and fractional CFO services, offering listeners practical advice on navigating challenges in financial operations.

Charlie Liu, founder of Monte Carlo Consulting, has over 15 years of expertise in corporate performance management and FP&A systems. He specializes in helping businesses streamline operations with the right tools, enhance financial visibility, and achieve data-driven decision-making. Charlie’s unique background in consulting, product management, and sales enables him to deliver strategic and technical insights that empower organizations.

Expect to Learn

• Key traits of successful FP&A systems and how to separate from traditional accounting
• When and how to implement financial planning tools with key indicators
• Overcoming challenges in digital transformation and common pitfalls to avoid
• Leveraging generative AI to revolutionize FP&A processes and reporting
• Lessons learned from entrepreneurial ventures and adapting FP&A for startups

Here are a few relevant quotes from the episode:

• "There’s no perfect tool; focus on understanding your needs and defining negotiables versus non-negotiables." - Charlie Liu
• "Data is the foundation of FP&A. Clean, accurate data is essential for meaningful insights." - Charlie Liu
• "We’re at a point where AI can handle repetitive tasks, allowing FP&A professionals to focus on strategy." - Charlie Liu

In this insightful episode, Charlie Liu shared his expertise on optimizing FP&A systems and leveraging the power of generative AI. His advice resonates for businesses of all sizes as he emphasized the importance of customer focus, strategic thinking, and adaptability.

Streamline Financial Planning with Kepion:

Scale and automate your financial planning beyond spreadsheets with Kepion—trusted by top industries to automate, customize, and optimize complex planning. Learn more at https://bit.ly/3YI5cfp

Follow FP&A Tomorrow:

Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 

Follow Charlie:

LinkedIn - https://www.linkedin.com/in/charliexwliu/

Follow Paul: 

Website - https://www.thefpandaguy.com

LinkedIn - https://www.linkedin.com/in/thefpandaguy

World-class Digital FP&A Course Bundle: 

Signup 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 signup now: https://bit.ly/4decOf3

Earn 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

[01:57] - Introduction to the Episode and Guest

[03:50] - What Does Great FP&A Look Like?

[09:48] - Lessons from an E-Commerce CFO Role

[17:30] - Why Planning Tools Matter

[23:39] - Key Takeaways from OnPlan Experience

[30:38] - Overcoming Digital Transformation Challenges

[37:56] - Framework for Choosing FP&A Tools

[45:51] - The Future of FP&A with AI

[54:17] - Closing and Final Thoughts

In this episode of FP&A Tomorrow, host Paul Barnhurst, aka The FP&A Guy, dives into the evolving role of the CFO and the impact of financial planning and analysis (FP&A) on modern businesses. Steve Rosvold joins the show to explore the critical skills and strategies that drive success in financial leadership today.

Steve Rosvold is a seasoned finance leader and the founder of CFO University, a platform dedicated to developing CFOs and aspiring financial leaders. With a robust career spanning over two decades, including a CFO role at ConAgra Malt, Steve shares his journey from corporate finance to entrepreneurship, offering invaluable insights into the CFO's expanding role.

Expect to Learn:

• The evolution of the CFO role: from cost controller to strategic partner.
• Key challenges CFOs face in balancing tactical and strategic priorities.
• How FP&A professionals can better align with business objectives to drive value.
• The importance of technical and soft skills in transitioning from FP&A to the CFO role.
• Practical advice for aspiring CFOs, including mentorship and self-awareness.

Here are a few relevant quotes from the episode:

• "Human capital is becoming one of the most critical areas for CFOs to manage and measure." - Steve Rosvold
• "One of the best ways to refine your communication is to get feedback from mentors."  - Steve Rosvold
• "The foundation of FP&A is in accounting, but its value lies in its forward-looking insights."  - Steve Rosvold

This episode of FP&A Tomorrow provided a masterclass in the evolving landscape of financial leadership. From the significance of self-awareness to the need for actionable insights, Steve emphasized the blend of technical expertise and interpersonal skills required for success.

Streamline Financial Planning with Kepion:

Scale and automate your financial planning beyond spreadsheets with Kepion—trusted by top industries to automate, customize, and optimize complex planning. Learn more at https://bit.ly/3YI5cfp

Follow FP&A Tomorrow:

Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 

Follow Steve:

Website - https://www.cfo.university/

LinkedIn -  https://www.linkedin.com/in/steverosvold/

Follow Paul: 

Website - https://www.thefpandaguy.com

LinkedIn - https://www.linkedin.com/in/thefpandaguy

World-class Digital FP&A Course Bundle: 

Signup 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 signup now: https://bit.ly/4decOf3

Earn 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

[02:13] Steve’s Career Journey and Background

[03:57] Transition Challenges as a CFO

[09:53] The Changing CFO Role and Responsibilities 

[14:11] FP&A Transformation as a critical function

[21:37] Skills and mindset shifts for aspiring CFO’s

[29:14] Steve’s Approach to Training Finance Leaders

[34:31] Great FP&A Practices

[45:29] Embracing Generative AI Tools

[55:08] Closing Advice and Wrap Up

In this episode of FP&A Tomorrow, host Paul Barnhurst, also known as The FP&A Guy, dives deep into the world of financial planning and analysis with Kathy Svetina. As a fractional CFO for businesses, Kathy shares her expertise in transforming small to mid-sized companies’ financial health and operational efficiency. She discusses her five-part framework for building a solid financial foundation and shares insights on how smaller businesses can leverage FP&A to drive sustainable growth and avoid common financial pitfalls.

Kathy Svetina is the founder of Newcastle Finance, specializing in fractional CFO services for businesses with $10 million+ in annual revenue. With over 14 years in senior-level FP&A roles in Fortune 500 companies, Kathy brings top-level financial acumen to smaller enterprises, helping them scale while improving financial stability and operational efficiency. Passionate about strategic finance, Kathy provides invaluable advice on how FP&A functions can help build resilient and thriving companies.

• Kathy’s five-part framework that structures financial health 
• Practical approaches to FP&A for smaller businesses
• The critical role of financial systems and processes
• The importance of internal controls and risk management
• Tips for effective financial storytelling and influence

Here are a few relevant quotes from the episode:

• “I created Newcastle Finance to bring big-league financial savvy to smaller businesses that want to scale sustainably.” - Kathy Svetina
• “For small businesses, strong internal controls are essential to protect against risk and ensure financial security.” - Kathy Svetina
• “Good accounting and FP&A systems help the business see trends and understand what’s generating revenue against expenses.” - Kathy Svetina

Kathy shows how establishing solid foundations—like effective bookkeeping, robust internal controls, and meaningful financial analysis—can drive growth and stability. Emphasizing the value of communication and active listening, Kathy encourages FP&A professionals to think beyond reporting and embrace their role as strategic partners within the organization.

Streamline Financial Planning with Kepion:

Scale and automate your financial planning beyond spreadsheets with Kepion—trusted by top industries to automate, customize, and optimize complex planning. Learn more at https://bit.ly/3YI5cfp

Follow FP&A Tomorrow:

Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 

Follow Kathy:

Website - https://www.newcastlefinance.us/

LinkedIn - https://www.linkedin.com/in/ksvetina/

Follow Paul: 

Website - https://www.thefpandaguy.com

LinkedIn - https://www.linkedin.com/in/thefpandaguy

World-class Digital FP&A Course Bundle: 

Signup 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 signup now: https://bit.ly/4decOf3

Earn 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

[01:57] – Kathy Svetina's Background

[03:58] – Defining Great FP&A

[07:07] – Why Kathy Left Corporate Finance

[09:57] – A Success Story in Financial Transformation

[19:26] – The Five-Part Financial Framework

[32:10] – FP&A's Role in Bridging Business Silos

[43:06] – Key Skills for FP&A Professionals

[49:34] – Personal Insights and Interests

[54:06] – Parting Advice on FP&A Excellence

In this episode of FP&A Tomorrow, host Paul Barnhurst, the FP&A Guy, dives deep into the art of data storytelling with analytics expert Brent Dykes. With extensive experience in data visualization and analytics, Brent shares insights on how finance professionals can effectively communicate data insights. He emphasizes that data storytelling is more than visuals—it's about crafting a compelling narrative that bridges data and decision-making.

Brent Dykes is the founder of Analytics Hero, a consultancy dedicated to data storytelling. He's also an author and educator with years of experience in data analytics, consulting, and data visualization. Brent wrote the book Effective Data Storytelling and has taught data visualization at the University of Utah. His work focuses on enhancing how organizations use data to inform strategy and decisions.

Expect to Learn:

• The core components of data storytelling: data, narrative, and visuals.
• Why narrative is often the missing link in data-driven presentations.
• The role of empathy and audience understanding in effective communication.
• Practical steps for creating a data-driven culture within your organization.
• How human intuition complements data in decision-making processes.

Here are a few relevant quotes from the episode:

• "The last mile of analytics is where data storytelling lives. That’s where insights turn into action." - Brent Dykes
• "It’s the combination of data, narrative, and visuals that makes a message stick and drives action." - Brent Dykes
• "If you just present a problem without recommendations, you're leaving too much on the table. A story includes a path forward." - Brent Dykes

By explaining the science behind storytelling and offering practical advice, Brent Dykes underscores that empathy, clarity, and audience engagement are at the heart of effective data storytelling. FP&A professionals are encouraged to embrace this skill, not only to communicate data effectively but to foster a more data-driven culture in their organizations.

Streamline Financial Planning with Kepion: 

Scale and automate your financial planning beyond spreadsheets with Kepion—trusted by top industries to automate, customize, and optimize complex planning. Learn more at https://bit.ly/3YI5cfp

Follow FP&A Tomorrow:

Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 

Follow Brent:

Website - https://www.analyticshero.com/

LinkedIn - https://www.linkedin.com/in/brentdykes/

Book - https://www.effectivedatastorytelling.com/

Follow Paul: 

Website - https://www.thefpandaguy.com

LinkedIn - https://www.linkedin.com/in/thefpandaguy

World-class Digital FP&A Course Bundle: 

Signup 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 signup now: https://bit.ly/4decOf3

Earn 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

[01:37] - Introduction to the episode

[02:44] - The Importance of Clarity in FP&A

[09:02] - The Last Mile of Analytics

[11:25] - Defining Data Storytelling

[20:03] - Creating a Data-Driven Culture

[25:22] - The Psychology Behind Storytelling

[36:03] - Lessons Learned from Early Data Communication Mistakes

[42:36] - Getting Started with Data Storytelling

[52:13] - Closing Thoughts and Course Announcement

In this episode, host Paul Barnhurst (aka The FP&A Guy) dives deep into the evolving world of Financial Planning & Analysis with Olivia MacDonald, a highly skilled financial professional with a diverse background in FP&A process optimization and system implementation. The conversation explores what makes FP&A great, focusing on business partnerships and the strategic role FP&A can play beyond just reporting numbers.

Olivia is a qualified CPA and ACA with a proven track record of delivering strategic solutions that drive efficiency, accuracy, and transparency across organizations. With a mastery of data extraction and transformation tools like MQL, SQL, and SOQL, Olivia has helped companies streamline operations, enhance financial transparency, and drive decision-making through data. Her non-traditional path into FP&A—from audit to FP&A consultancy—gives her a unique perspective on how finance can be a business driver, not just a reporting function.

Expect to Learn

• What distinguishes great FP&A teams, with a focus on strategic business partnering.
• How audit and FP&A share common skills, and how auditors can leverage financial modeling experience.
• The importance of building strong relationships as an FP&A professional and working with different business units.
• Olivia’s unique career journey from auditing in Ireland to working in FP&A and the key lessons learned.
• Strategies to streamline the budgeting process and engage business partners in decision-making.

Here are a few relevant quotes from the episode:

• “FP&A shouldn’t just be a reporting function. It needs to be a strategic business partner that helps drive decision-making.” - Olivia MacDonald
• “Having mentors who can tell you, ‘That’s a bad idea,’ is invaluable. It’s how I ended up taking risks in my career that paid off.” - Olivia MacDonald
• “When I got into FP&A, I realized how important it is to be a business partner, not just a numbers person.”  - Olivia MacDonald

This episode with Olivia MacDonald takes us through the evolving role of FP&A where she emphasizes the importance of involving business partners in the budgeting process, learning from mentors, and embracing technology, including generative AI.

Follow FP&A Tomorrow:

Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 

Follow Olivia:

LinkedIn - https://www.linkedin.com/in/oliviarosemacdonald/

Follow Paul: 

Website - https://www.thefpandaguy.com

LinkedIn - https://www.linkedin.com/in/thefpandaguy

World-class Digital FP&A Course Bundle: 

Signup 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 signup now: https://bit.ly/4decOf3

Enroll for Financial Planning & Analysis Certificate Program:

Sign up for the 8 week online financial planning & analysis certificate program by Wharton Online and learn the art of forecasting, analysis, business partnering and financial storytelling: https://bit.ly/4debs46 Use Code: THEFPAGUY300 to save $300.

Earn 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

[02:13] Introduction to the episode and guest

[04:22] What Does Great FP&A Look Like?

[06:21] Olivia’s Journey from Auditing to FP&A

[09:31] Learning from Audit to Excel in FP&A

[12:31] Transition to Canada and FP&A Consulting

[22:09] Data Skills and the Future of FP&A

[29:03] Tips for Selecting FP&A Tools 

[38:54] A Blitz Approach to Budgeting

[46:55] Using Generative AI in FP&A

[55:49] Closing Thoughts & Advice

In this episode of FP&A Tomorrow, host Paul Barnhurst (aka The FP&A Guy) engages in a deep discussion with guest Aaron Goss where they explore the intricacies of effective FP&A from the perspective of a company leader. The conversation provides insights into how budgeting and forecasting evolve when a company transitions from privately owned to being backed by private equity.

Aaron Goss is a seasoned executive with a unique career path. Starting as a part-time sales employee, Aaron quickly rose to the position of Chief Revenue Officer before becoming president of Brothers Paving and Concrete. With a background in public administration, Aaron brings a fresh perspective to leadership in the construction industry, having steered his company from small-scale operations to large-scale growth under private equity backing.

Expect to Learn

• How Aaron Goss defines good FP&A and what makes an ideal business partner for a CEO.
• The differences between budgeting in a privately owned company versus one backed by private equity.
• Leadership strategies to improve collaboration between finance and operations teams.
• Insights into transitioning from sales to executive leadership, and how skills from different fields translate into success.
• How empathy and understanding the challenges of other departments lead to better leadership and company culture.

Here are a few relevant quotes from the episode:

• "There’s often a natural conflict between the CEO's broad vision and the finance team’s need for detail, but it’s essential to balance those perspectives." - Aaron Goss
• "Being a partner in solutions, rather than just a reporter of data, is what makes FP&A truly effective." - Aaron Goss
• "A great leader is a great coach, communicator, and someone who can build trust across teams, regardless of their technical expertise." - Aaron Goss

This conversation with Aaron Goss offers a wealth of insight into team collaboration, effective FP&A, and executive leadership. He emphasizes the need for empathy, clear communication, and balancing details with the broader company vision.

Follow FP&A Tomorrow:

Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 

Follow Aaron:

Email - [email protected]

LinkedIn - https://www.linkedin.com/in/aaron-goss-a06b36b/

Follow Paul: 

Website - https://www.thefpandaguy.com

LinkedIn - https://www.linkedin.com/in/thefpandaguy

World-class Digital FP&A Course Bundle: 

Signup 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 signup now: https://bit.ly/4decOf3

Enroll for Financial Planning & Analysis Certificate Program:

Sign up for the 8 week online financial planning & analysis certificate program by Wharton Online and learn the art of forecasting, analysis, business partnering and financial storytelling: https://bit.ly/4debs46 Use Code: THEFPAGUY300 to save $300.

Earn 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

[01:25] - Introduction to the episode

[03:06] - What is great FP&A to a CEO?

[10:24] - Budgeting process in different ownership structures

[17:10] - Leadership and finance collaboration

[23:08] - The importance of understanding operations

[28:04] - Sales and finance relationship dynamics

[31:52] - Key skills for FP&A professionals

[43:11] - Final thoughts on business partnering

[47:20] - Wrap up and contact information