Reporting Norms

Insights on How FP&A and Accounting Collaborate from an FP&A Expert


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Welcome to another episode of Reporting Norms! In today’s show, host Norm welcomes Sarah Schlott, an accomplished finance leader and strategic consultant with over 18 years of experience in financial planning, corporate finance, and systems integration. Sarah, currently Senior Director of Finance at Trey and principal owner at The Schlott Company, has spearheaded financial transformations across industries, leading everything from M&A integrations to large-scale ERP implementations.

In this episode, Sarah shares hard-won insights on building effective budgeting and forecasting processes, the often-overlooked art of stress-testing assumptions, and the critical importance of aligning accounting and FP&A for organizational success. She also dives into best practices for system integrations during periods of high growth and change - plus, the real-world lessons learned from rolling out compensation plans that actually unite and motivate teams.

If you’re interested in practical strategies for financial leadership, transparent planning, and building teams that win together, you won’t want to miss Sarah’s thoughtful approach and candid advice. Be sure to check out her work at theschlottco.com - and let’s dive into the discussion!

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Reporting NormsBy HighIQ.ai