FP&A Today

Managing a remote FP&A Team to Big wins

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Lindsey Martens, VP Finance at fintech company, Valera (Formerly PSCU/Co-op Solutions) talks about her transition from accounting to finance- and how she manages a remote FP&A team that has business partnering and storytelling at its heart. “Business partnering is my favorite thing about FP&A” Martens says, “I love being the translator. I think of myself as taking all this data, accounting data, and then all these other sources that come into it, and I’m packaging it up in a way that is very digestible by the rest of the organization, especially the leaders who are making decisions.”

In this episode:

  • Making the pivot to FP&A – why and how 
  • Starting off in coding and the link to FP&A 
  • My career at Valera (ex Co-Op solutions)- a fintech leader with clients that are credit unions 
  • Opps and Challenges of managing a remote FP&A Team 
  • Small talk at the beginning of meetings (not so small) 
  • Using rolling forecasts at Valera 
  • Challenging budget experiences 
  • Why business partnering is my favorite part of FP&A
  • My biggest FP&A success: rooting out the source of at “rise” in profits
  • Storytelling in finance 
  • My biggest mentors and what they taught me about management
  • My biggest mistake and how it still leaves me shaking 
  • Favorite Excel Function

    • Connect with Lindsey on LinkedIn: https://www.linkedin.com/in/lindseymartens/

    ...more
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    FP&A TodayBy Glenn Hopper
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