The FP&A Guy Network

Paul Barnhurst speaks with Matan Feldman, Founder and CEO of Wall Street Prep. Matan shares his insights from his career in investment banking and financial modeling, discussing how AI is transforming the investment banking landscape, its impact on financial modeling, and the future of financial modeling education. He reflects on his journey founding Wall Street Prep and the lessons he’s learned along the way.

Matan Feldman is the Founder and CEO of Wall Street Prep, where he leads business development, course creation, and training programs for clients such as Morgan Stanley, J.P. Morgan, The Wharton School, and many others. Before founding Wall Street Prep, Matan worked at Chase Manhattan Bank and J.P. Morgan in investment banking and equity research.

Expect to Learn:

• How AI is changing financial modeling and banking workflows
• The evolving role of financial modelers in an AI-driven world
• How AI speeds up repetitive tasks, letting analysts focus on higher-level judgment
• Why are core financial modeling skills still essential despite AI advancements?

Here are a few quotes from the episode:

• "AI is already helping junior analysts by taking over repetitive tasks, but we're just scratching the surface."
• "AI has the potential to completely reshape how investment banks operate, but it's still in its early stages."

Matan Feldman highlights how AI is revolutionizing investment banking and financial modeling, improving efficiency and allowing analysts to focus on higher-level tasks. While AI tools are reshaping workflows, Matan stresses that core financial modeling skills and human judgment remain essential in this evolving industry.

Follow Matan:

Website: https://www.wallstreetprep.com/

LinkedIn: https://www.linkedin.com/in/matanfeldman/

Follow Financial Modeler's Corner:

LinkedIn Page: https://www.linkedin.com/company/financial-modeler-s-corner/

Newsletter - Subscribe on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984

Sign up for the Advanced Financial Modeler Accreditation today and receive 15% off by using the special show code ‘Podcast”

Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register.

In today’s episode:

[05:55] – AI in Banking

[07:00] – AI’s Banking Impact

[10:00] – Future of Modeling

[12:00] – Role of Modelers

[14:00] – AI’s Opportunities

[15:00] – AI in Advisory

[17:00] – Banking’s Future with AI

[19:00] – Analyst’s Future

[20:00] – AI’s Effect on Banking

[22:00] – AI and Careers

FP&A & AI Software Showcase: Explore Leading Tools

FP&A leaders are embracing AI, and we’re here to help. On May 21st, I’ll host the FP&A & AI Software Showcase, featuring FP&A planning and AI tools like Concourse, Sapien, Drivetrain, and Una AI. Join us for live demos, insights, and no sales pressure.

Register today: www.thefpandaguy.com/fpa-software-showcase

In this episode of FP&A Unlocked, Paul Barnhurst speaks with Gabrielle Dolan, a global expert in strategic storytelling, about the power of storytelling in business and how it can transform communication. Gabrielle shares her journey from senior leadership at the National Australia Bank to becoming a bestselling author and storytelling expert. She discusses how storytelling helps finance professionals influence decisions, engage teams, and communicate complex messages effectively.

Gabrielle Dolan is a global expert in strategic storytelling and communication, having worked with leaders from companies like Amazon, EY, Uber, and the Obama Foundation. With over 20 years of experience in leadership roles and storytelling, Gabrielle is the bestselling author of eight books, including her latest Story Intelligence: The Craft of Authentic Storytelling Made Smarter with AI. She is also the co-host of the podcast Keeping It Real with Jack and Ral, which ranks in Spotify's top 3% most shared podcasts.

• Why storytelling is essential for influencing decisions in finance and business.
• The impact of authenticity and vulnerability in leadership communication.
• How AI can enhance storytelling without losing its human touch.
• Practical tips for finance professionals on how to use stories in presentations.

Here are a few relevant quotes from the episode:

• “Storytelling is not about manipulation, it’s about authentic communication.” – Gabrielle Dolan
• “AI can be your creative partner, but don’t lose your voice when telling your story.” – Gabrielle Dolan

Gabrielle Dolan shared her invaluable insights on the power of storytelling in business, especially for finance professionals. She highlighted how storytelling is a vital tool for influencing decisions, building connections, and making complex messages more memorable. Gabrielle emphasized the importance of authenticity in storytelling and explained how AI can enhance the storytelling process without losing the human connection

Follow Gabrielle:

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

Podcast Link - https://podfollow.com/keeping-it-real-with-jac-and-ral

YouTube Channel - https://www.youtube.com/@KeepingItRealwithJacandRal

Earn Your CPE Credit

For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.

In Today’s Episode

[00:00] – Trailer

[03:18] – Gabrielle's Leadership to Storytelling Journey

[06:00] – Challenges in Transitioning to Storytelling

[10:00] – Storytelling's Role in Business Decisions

[13:37] – Why Data Alone Won't Drive Action

[17:44] – Finding the Right Story for Your Message

[22:10] – Storytelling and Data in Finance

[30:14] – The Power of Story Intelligence in Leadership

[35:09] – AI's Role in Enhancing Storytelling

[40:15] – Rapid Fire Questions

[43:00] – Conclusion & Key Takeaways

In this episode of Future Finance, Paul Barnhurst and Glenn Hopper sit down with Scott Leshinski, President of OneStream Software, to discuss OneStream's recent acquisition by Hg Capital and the exciting changes it brings to the company’s approach to finance technology. Scott shares how OneStream’s focus on a unified platform is reshaping the finance space, and how integrating smart technology into financial workflows is making a real difference for businesses today.

Scott Leshinski is the President of OneStream Software, where he leads OneStream’s growth and innovation. With a background in corporate finance at GE Capital, co-founding Bluestone International, and working at Huron Consulting Group, Scott has a wealth of experience in driving major tech transformations. He joined OneStream in 2021 and was promoted to President in 2023 after helping the company achieve impressive growth.

In this episode, you will discover:

• What OneStream's acquisition by Hg Capital means for its future
• The benefits of using a unified platform in finance
• How automation is improving financial processes
• The evolving role of automation in financial planning and decision-making
• How OneStream’s tools are helping businesses become more agile and efficient

Scott Leshinski highlights the exciting future of finance, where unified platforms and automation are transforming how businesses manage financial workflows. He emphasizes the growing role of technology in making finance processes more efficient and discusses how OneStream is helping companies become more agile.

Follow Scott:

Website: https://www.onestream.com/

LinkedIn: https://www.linkedin.com/in/scott-leshinski-bb5736b/

Follow Glenn:

LinkedIn: https://www.linkedin.com/in/gbhopperiii

Follow Paul:

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

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[00:00] – Intro

[03:00] – OneStream's Acquisition Impact

[05:00] – Transition from Public to Private

[06:00] – Scott's Career Path

[10:00] – What OneStream Does

[14:00] – The Power of Unified Platforms

[18:00] – Automation in Financial Planning

[19:00] – The Rise of Automation

[26:00] – Building Trust in Automation

[29:00] – Improving Forecast Accuracy

[35:00] – The Future of Finance

[50:00] – Fun Questions with Scott

[55:00] – Closing Thoughts

Paul Barnhurst speaks with Matan Feldman, Founder and CEO of Wall Street Prep. Matan shares insights from his career in investment banking and financial modeling, discussing the future of AI in the industry, its impact on investment banking roles, and how it will reshape financial modeling education. He also reflects on his journey founding Wall Street Prep and the lessons he's learned along the way.

Matan Feldman is the Founder and CEO of Wall Street Prep, where he leads business development, course creation, and training programs for clients such as Morgan Stanley, J.P. Morgan, The Wharton School, and many others. Before founding Wall Street Prep, Matan worked at Chase Manhattan Bank and J.P.Morgan in investment banking and equity research.

Expect to Learn

• How AI is transforming financial modeling and investment banking workflows.
• The evolving role of financial modelers in an AI-driven world.
• How AI accelerates repetitive tasks, enabling analysts to focus on higher-level judgment.
• Why foundational financial modeling skills remain crucial despite AI advancements.

Here are a few quotes from the episode:

• "A model can either be the most powerful tool or the most frustrating one." – Matan Feldman
• "Judgment and interpretation will always remain important." – Matan Feldman

Matan Feldman shared valuable insights into the evolving role of AI in financial modeling and investment banking. He emphasized the growing importance of business judgment and foundational skills as AI tools continue to reshape the industry. Matan's journey from investment banking to founding Wall Street Prep highlights the ongoing need for both technical expertise and strategic thinking in financial modeling

Follow Matan:

Website: https://www.wallstreetprep.com/

LinkedIn: https://www.linkedin.com/in/matanfeldman/

Follow Financial Modeler's Corner:

LinkedIn Page: https://www.linkedin.com/company/financial-modeler-s-corner/

Newsletter - Subscribe on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984

Sign up for the Advanced Financial Modeler Accreditation today and receive 15% off by using the special show code ‘Podcast”

Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register.

In today’s episode:

[00:00] – Introduction

[02:27] – Matan’s Modeling Nightmare

[05:07] – The Journey of Wall Street Prep

[08:21] – AI in Investment Banking

[14:06] – The Future of Modeling and Automation

[22:16] – Opportunities and Concerns in AI

[29:48] – AI’s Role in Teaching Financial Modeling

[36:02] – Rapid Fire Questions

FP&A & AI Software Showcase: Explore Leading Tools

FP&A leaders are embracing AI, and we’re here to help. On May 21st, I’ll host the FP&A & AI Software Showcase, featuring FP&A planning and AI tools like Concourse, Sapien, Drivetrain, and Una AI. Join us for live demos, insights, and no sales pressure.

Register today: www.thefpandaguy.com/fpa-software-showcase

In this episode of FP&A Unlocked, Paul Barnhurst speaks with Michael Gould, a technology entrepreneur and founder of Kaleidoscope, about his extensive experience in financial planning and modelling. Michael shares insights from his 40+ years in the industry, including his work with Anaplan, and discusses how modern finance teams can break free from the limitations of spreadsheets and legacy systems.

Michael Gould is a technology entrepreneur and software engineer with over 40 years of experience in financial planning and modeling systems. After studying Mathematics and Computation at the University of Oxford, Michael co-created Adaytum, a leading business planning platform, and later founded Anaplan, a globally successful enterprise planning platform that became a British tech unicorn. Today, he is the founder of Kaleidoscope, focusing on rethinking financial modeling for modern teams and continuing to pioneer innovations that drive better decision-making in business. .

Expect to Learn:

• The challenges and complexities of modern financial modelling
• How Kaleidoscope is helping businesses move beyond spreadsheets
• Michael's journey from IBM to Anaplan and now Kaleidoscope
• The importance of understanding business processes in financial modelling
• How AI is impacting the financial modeling landscape

Here are a few relevant quotes from the episode:

• “The key to financial modeling is representing the complexity of a business without over-simplifying it.” – Michael Gould
• “AI is a powerful tool, but it’s the data context that drives the real value.” – Michael Gould

Glenn explains that career growth in FP&A is no longer about following a fixed path or relying on credentials. It comes from building relationships, gaining real experience, and understanding how the business works. He also highlights that strong professionals go beyond numbers by connecting financial results to real business drivers and supporting better decisions.

Follow Michael:

LinkedIn: https://www.linkedin.com/in/migould/

Website: https://www.kaleidoscope.com/?utm_source=partner_fpandaguys&utm_medium=podcast&utm_campaign=interview

Earn Your CPE Credit

For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.

In Today’s Episode

[00:00] – Trailer

[06:00] – Challenges of Multi-Dimensional Modelling

[12:00] – Transitioning to Anaplan

[15:00] – Kaleidoscope’s Mission to Help Small Businesses

[21:00] – The Role of AI in Financial Modelling

[27:00] – The Future of Financial Modelling

[33:00] – Key Learnings from the Entrepreneurial Journey

[39:00] – How AI is Changing Financial Decision-Making

[45:00] – Overcoming the Data Challenges in Finance

[51:00] – Final Thoughts on Innovation and Future Trends in Finance

[57:00] – Conclusion and Key Takeaways

In this episode of Future Finance, Paul Barnhurst and Glenn Hopper speak with Ali Hussain, CEO and co-founder of Tabs, an AI-powered platform revolutionizing the revenue process for finance teams. Ali discusses how the traditional ERP systems have left revenue management behind, and how Tabs is changing the game by automating the full contract-to-cash cycle. He shares his insights on the complexity of revenue management, AI’s role in financial systems, and why understanding the data context is key to success in AI-powered finance tools.

Ali Hussain is the CEO and co-founder of Tabs, where he leads the development of AI-native solutions designed to automate the billing, collections, and revenue recognition process. With a background spanning product leadership at Google, strategy consulting at BCG, and public policy, Ali is at the forefront of the next wave of finance technology.

In this episode, you will discover:

• How AI is transforming revenue management in finance
• The importance of data context in AI-powered tools
• Why traditional finance systems fail to address modern revenue models
• How Tabs automates billing, collections, and revenue recognition

Ali Hussain shared invaluable insights into the future of finance, highlighting how AI is revolutionizing revenue management and financial operations. While AI brings immense potential for automation, human judgment remains crucial in making strategic decisions.

Follow Ali:

Website: https://www.tabs.com

Linkedin: https://www.linkedin.com/in/ali-hussain786/

YouTube: https://www.youtube.com/@tabsplatform

Follow Glenn:

LinkedIn: https://www.linkedin.com/in/gbhopperiii

Follow Paul:

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

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[00:00] – Trailer

[03:00] – Legacy Finance Systems

[06:15] – Revenue Management Gaps

[09:00] – How Tabs Transforms Finance

[12:00] – AI in Billing & Rev Rec

[15:30] – Clean Data Importance

[19:00] – AI vs Human Judgment

[22:30] – The Future of AI

[25:00] – Complex Revenue Models

[29:00] – AI Challenges in Finance

[34:00] – Closing Thoughts on AI

In this episode of Financial Modeler’s Corner, Paul Barnhurst speaks with Shreya Bhatt about her journey in financial modeling and her experience working across infrastructure and project finance. Shreya shares real challenges she has faced, including rebuilding poorly structured models, and explains what makes a model reliable and easy to use. The conversation also covers modeling standards, practical use cases, and how financial models support real-world decisions.

Shreya Bhatt is a Manager at CrossBoundary Group with over eight years of experience in financial modeling and infrastructure finance. She works on project finance, portfolio modeling, and investment analysis, supporting decision-making across sectors like renewable energy and infrastructure.

Expect to Learn

• What makes a financial model reliable and easy to use
• Common mistakes that make models difficult to work with
• How project finance models connect to real-world decisions
• When to use different modeling standards like FAST and SMART
• How AI fits into financial modeling today

Here are a few quotes from the episode:

• A model can either be the most powerful tool or the most frustrating one.” – Shreya Bhatt
• “AI can help us, but judgment and interpretation will always remain important.” – Shreya Bhatt

Shreya explains that strong financial models are built with clarity, structure, and consistency. She highlights that while tools and technologies like AI can speed up parts of the process, the real value comes from understanding the business, making sound assumptions, and delivering insights that support decision-making.

Follow Sherya:

Gmail: [email protected]

Linkedin: https://in.linkedin.com/in/-shreyabhatt-

Follow Financial Modeler's Corner:

LinkedIn Page- https://www.linkedin.com/company/financial-modeler-s-corner/

Newsletter - Subscribe on LinkedIn -https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984

Sign up for the Advanced Financial Modeler Accreditation today and receive 15% off by using the special show code ‘Podcast’.

Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register.

In today’s episode:

[00:00] – Introduction

[02:48] – Worst Modeling Experience

[05:44] – Role at CrossBoundary

[07:35] – Favourite Model Types

[11:14] – Portfolio & Solar Models

[14:06] – FAST Certification Journey

[16:15] – FAST vs SMART Standards

[19:56] – Modeling Best Practices

[23:36] – AI in Financial Modeling

[28:52] – Career Lessons

[33:04] – Rapid Fire Insights

[36:56] – Final Advice

FP&A & AI Software Showcase: Explore Leading Tools

FP&A leaders are embracing AI, and we’re here to help. On May 21st, I’ll host the FP&A & AI Software Showcase, featuring FP&A planning and AI tools like Concourse, Sapien, Drivetrain, and Una AI. Join us for live demos, insights, and no sales pressure.

Register today: www.thefpandaguy.com/fpa-software-showcase

In this episode of FP&A Unlocked, Paul Barnhurst speaks with Glenn Snyder about the current state of FP&A, focusing on career growth, hiring challenges, and how the role continues to evolve. Glenn shares his perspective on why networking matters more than ever in today’s job market, how professionals can stand out without relying only on certifications, and what it really takes to move up in FP&A. They also discuss the shift toward strategic partnership, the importance of understanding business drivers, and how leadership and empathy shape long-term success

Expect to Learn:

• Why networking is the most effective way to find opportunities
• How to stand out in a competitive job market
• The shift of FP&A from reporting to strategic partnership
• Why understanding business drivers is critical in FP&A

Here are a few relevant quotes from the episode:

• "If you can't figure out how to get other people to move with you, your career is not going to go anywhere." — Glenn Snyder
• “Leadership isn’t about telling people what to do, it’s about getting them to follow you.” – Glenn Snyder

Glenn explains that career growth in FP&A is no longer about following a fixed path or relying on credentials. It comes from building relationships, gaining real experience, and understanding how the business works. He also highlights that strong professionals go beyond numbers by connecting financial results to real business drivers and supporting better decisions.

Follow Glenn:

LinkedIn: https://www.linkedin.com/in/glenntsnyder/

Website: https://www.riveron.com

Earn Your CPE Credit

For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.

In Today’s Episode

[02:29] – FP&A Education Gap

[06:34] – Certifications vs Experience

[09:56] – Networking for Jobs

[11:22] – Building Personal Brand

[12:16] – Volunteering & Experience

[17:45] – FP&A as Strategic Partner

[22:19] – Finance & Business Roles

[24:03] – Empathy in Leadership

[29:46] – Career Growth Strategy

[33:14] – Leadership vs Execution

[38:12] – Drivers & Scenario Planning

[44:50] – People Management Lessons

[52:44] – Ethics & Transparency

In this episode of Future Finance, Paul Barnhurst and Glenn Hopper talk with David Ingraham, founder and CEO of HyperPerfect. David explains why AI works best in finance when it is used step by step, with clear context and human review. He also shares why Excel is still central to finance work and how better AI tools can help teams move faster without losing control.

David Ingraham is the CEO and founder of HyperPerfect, a financial reporting and accounting platform that integrates powerful AI directly into Excel. With nearly 20 years of experience in private equity, David has worked on deals totaling over $1.5 billion. He is also passionate about educational initiatives, serving as board president of Aim High, a Bay Area nonprofit that provides free summer education to nearly 2,000 students annually.

In this episode, you will discover:

• Why finance teams are still slow to adopt AI
• Why context matters when using AI in Excel
• Why AI should be treated like a teammate, not a shortcut
• How breaking work into smaller steps leads to better results
• Where AI helps most in finance today

David Ingraham is the founder and CEO of HyperPerfect, a company that brings AI tools into Excel. He spent nearly 20 years in private equity and has worked on deals worth more than $1 billion. He also serves as board president of Aim High, a Bay Area nonprofit that provides free summer education to students.

Follow David:

LinkedIn: https://www.linkedin.com/in/dsingraham/

Website: https://www.hyperperfect.com

Follow Glenn:

LinkedIn: https://www.linkedin.com/in/gbhopperiii

Follow Paul:

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

Follow QFlow.AI:

Website - https://bit.ly/4i1Ekjg

Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[00:22] - David’s background

[02:49] - What HyperPerfect does

[06:01] - Why finance struggles with AI

[07:36] - Why context matters

[12:23] - What AI agents are good at today

[13:08] - Using AI as a partner

[17:51] - Building models step by step

[19:20] - Productivity gains and closing thoughts

In this episode of The Mod Squad, Paul Barnhurst, Ian Schnoor, and Giles Male share their real experiences using AI in financial modelling. They cut through the hype and discuss what AI actually does well, where it still struggles, and how professionals should be thinking about using it today. From building models to handling workflows, the conversation highlights both the value and the limitations of AI tools in real work.

Expect to Learn

• Where AI actually helps in finance and modelling work
• Why most “one-click solution” claims are unrealistic
• The importance of checking and guiding AI outputs
• How instructions and structure improve AI results

Here are a few quotes from the episode:

• “It’s not a one-click solution. You still have to check everything.” – Giles Male
• “You will have to understand every line to guide AI properly.” – Ian Schnoor

AI is powerful, but it’s not a shortcut to good work. It still needs guidance, structure, and strong fundamentals. The people who benefit most will be the ones who understand both the tools and the work behind them. For now, the best approach is simple: use it, test it, and don’t trust it blindly.

Follow Ian:

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

Follow Giles:

LinkedIn - https://www.linkedin.com/in/giles-male-30643b15/

In today’s episode:

[02:06] – Current thoughts on AI after recent progress

[03:45] – Daily use of AI and time savings

[05:00] – Mental fatigue and keeping up with AI changes

[08:03] – Calling out AI hype and unrealistic claims

[12:30] – AI training challenges and business demand

[17:57] – “Eye of the storm” phase of AI development

[24:13] – Testing AI-built financial models

[30:52] – Why fixing AI models can take longer than building from scratch

[35:15] – Responsibility to challenge misleading AI claims

[38:41] – Using instructions to improve AI output

[42:59] – Final thoughts on AI, stress, and the future