Best Financial Planning & Analysis (fp&a Podcasts (2024)

1
For the Love of FP&A: Christian Wattig 57:48

1h ago57:48

57:48

Only our second ever returning guest, Christian Wattig, a veteran former leader of FP&A at P&G, Unilever, and Squarespace, reveals new skills he has learnt as he created the recently-launched 8 week Wharton Financial Planning & Analysis (FP&A) Certificate Program, one of the most comprehensive FP&A training courses on the market. He describes highl…

1
The Margin Maximizers Focus - Part 2 52:07

6h ago52:07

52:07

In Part 2 of the Margin Maximizers industry focus episodes we look at three more areas that the team will focus on. Construction, Manufacturing and Agriculture. If you think your business could use the help of the Margin Maximizers team, reach out to the email address below Karen Hildenbrand-Allery cfo@marginmaximizers.com.au…

1
The Art of Finance: Joe Knight on Demystifying Numbers to Empower Businesses 55:17

2h ago55:17

55:17

When any finance business partner–a CFO or an FP&A professional–wants their counterpart across the table in marketing, sales or HR, to understand the essentials of numbers, they hand them the business classic, Financial Intelligence, A Manager's Guide to Knowing what the Numbers Really Mean. First published in 2006, the book has been named in the T…

1
When AI Outperformed Financial Analysts – Alex Kim 59:06

7d ago59:06

59:06

In this episode Glenn Hopper talks to the researcher responsible for the groundbreaking study which found that AI is better at conducting financial analysis than humans. Alex Kim, University of Chicago Booth School of Business, provides a full overview of his findings, methodology and the impact on FP&A, CFOs and finance from the attention-grabbing…

1
The Margin Maximizers Focus - Part 1 51:14

8d ago51:14

51:14

In the latest episode of Margin Maximizers, Karen and Soonah explain the first three Industries they aim to focus on and why they chose those industries. This is a two-part episode; next week, we will look at the next three, but today, we will look at E-Commerce, Engineering, and Trade Services. If you think your business could use the help of the …

1
Ep 36: Standardize, Streamline & Scale 36:28

12d ago36:28

36:28

On the latest episode of Planning Aces three dynamic CFOs—Robert Cornella (RNDC), Karen Williams (American Express Global Business Travel), and Tony Querciagrossa (Pinstripes)—share a menu of FP&A insights and experiences. Robert Cornella emphasized the importance of understanding value chain economics and achieving operational harmony within compl…

1
How to get on CFO headhunters’ radars and win your next role 55:29

20d ago55:29

55:29

We received a flood of FP&A and CFO questions from our audience (and FP&A Reddit). These and more are put to this this week’s finance headhunter special guests: Nick Gribbon,Senior Partner, Financial Officers Practice at Essenta, and Laura Streather, Consultant, Private Equity at Essenta, who run the finance headhunting section at the global execut…

1
Fortune 500 to Startups: Multi-industry FP&A Leader Geetha Ramachandran 51:58

19d ago51:58

51:58

Geetha Ramachandran is an FP&A change agent. She helped transform FP&A operations at GE Healthcare and Cummins (“When I walked into the FP&A at GE Healthcare, and I saw the close was eight days, my approach to things is usually I don’t take things just on face value or just because someone has been doing something a particular way).” Geetha has sin…

1
Financial Fumbles and their Solutions 47:03

26d ago47:03

47:03

Join Soonah and Karen as they uncover businesses' most frequent financial mistakes. They discuss the importance of proper training, effective systems, and a culture encouraging questions. Hear amusing stories like the "Spock theory" and timesheet troubles, and get practical tips to safeguard your business. Plus, learn from their personal experience…

1
Getting to a Winning FP&A Story 56:26

1M ago56:26

56:26

A compelling FP&A story is essential. In this second (and final) session from FP&ACon 2024, Glenn hosts Soufyan Hamid, FP&A leader for 16 years who runs the Financial Storytelling Program, and Matthew Herbert, Chewy Director of Finance. First poll: How confident are you in your ability to craft a compelling FP&A Story:? The move from numbers to sto…

1
Profitability and Cash Flow Management For Small and Medium Sized Businesses 42:48

29d ago42:48

42:48

In this Finance Fireside Chat, John Baule, FutureView Systems co-founder and CEO, along with Rocky Lalvani of Profit First Professionals discuss getting to profitability and cash flow management for small and mid-market companies. The Finance Fireside Chat podcast is brought to you by FutureView Systems, a technology-enabled finance and accounting …

1
AI and FP&A: Hype vs Reality 54:46

1M ago54:46

54:46

In this special episode (part of Datarails’ FP&A Con 2024) Glenn hosts an all-star panel to debate AI and FP&A: Hype vs reality. Join Nicolas Boucher, Christian Martinez, and Gabriela Gutierrez, alongside CFO Glenn Hopper, host of FP&A Today, and an AI thought leader and author. Delve into real-world applications, separating fact from fiction, and …

1
One Source of Truth 41:12

2M ago41:12

41:12

In this episode, we unpack - One Source of Truth and discuss what a deep dive into a client’s financials looks like. Karen and Soonah share the roles that they play in the Margin Maximizers' experience and how they define that One Source of TruthBy Resonance Media Agency

1
FP&A as Business Intelligence – Len McFall 45:42

1M ago45:42

45:42

FP&A professionals are the original business intelligence (BI) experts, says Len Mcfall, senior consultant, finance at Windstream Holdings, a $1billion US telecoms company. “FP&A itself is synonymous with business intelligence,” he says. “And honestly, weren’t, weren’t we the first business intelligence? We’ve always been working with data. We’ve a…

1
Ep 35: Why "Finance People & Analysis" is the New FP&A 42:52

2M ago42:52

42:52

1
My Adventures in Finance Real Estate: From Whistleblowing Fraud to Big Wins for Residents 39:04

2M ago39:04

39:04

CFO Seth Zimmerman faced a triple blow of tests in his decades-long real estate career. Firstly, he witnessed the Lehman collapse first-hand from within a real estate division of the famed bank (“We just got a call from our New York office, a guy in New York. He’s like, well, it’s done. We’re bankrupt.”). Secondly, being forced to blow the whistle …

1
Ready FP&A One: From Assassin’s Creed to Battling Big Budget Bosses – David Fortin 48:23

2M ago48:23

48:23

As a lifelong gamer, David Fortin successfully landed his dream job managing FP&A at Ubisoft – the $2.79 billion gaming company responsible for Assassin’s Creed, Driver, and Far Cry, For Honor. The former PwC auditor then decided to take on an even more daunting leap. He ran FP&A at Saas Startup Polka “building the plane while we were flying” – cue…

1
The User Experience 44:13

2M ago44:13

44:13

In episode two of Margin Maximizers, we unpack the user experience for new clients. A good and thorough onboarding process is essential to achieving positive outcomes; Soonah and Karen talk us through what their individual roles look like for new clients. If you think your business could use the help of the Margin Maximizers team, reach out to the …

1
The FP&A Playbook from Nestlé, Mars, Kraft Heinz and Amazon: Swati Bagri 45:27

2M ago45:27

45:27

From being the First kid in her family to finish high school, Swati Bagri began as a role as auditor at Deloitte (“I did what any 17-year-old smart kid would do. I just followed my friends”). At Deloitte she discovered a “love of finance” realizing it’s “what I want to do for the rest of my life”. Swati cemented her FP&A career at some of the world…

1
Forecasting and Leading (FP&A) in Las Vegas 57:25

2M ago57:25

57:25

We host our first ever FP&A guest from the US casino and gambling sector with the head of FP&A at Genting Americas, a world leader in casinos and lodging with luxurious loactions in Las Vegas, Bimini, Malaysia, Singapore, the Philippines, and the United Kingdom. Bill Singh is VP FP&A of Genting Americas, part of the world’s largest Destination Reso…

1
Welcome to Margin Maximizers 52:30

2M ago52:30

52:30

In the first episode of the Margin Maximizers Podcast, we meet our two stars, Karen and Soonah, and discuss exactly what their new business venture is and the difference they can make to your business. With decades of experience in business, primarily in the finance aspect of SMEs, Karen and Soonah bring a fresh approach to managing your business's…

1
Ep 34: From Rearview to Road Ahead 34:40

3M ago34:40

34:40

Leadership in FP&A: All three CFOs emphasize the role of finance in leading and driving business performance through strategic foresight, detailed operational insights, and proactive engagement. Technology and Innovation: There is a strong inclination towards integrating new technologies like AI to enhance the capabilities of finance teams and impr…

1
Hitmaking, Taylor Swift, and FP&A 47:49

2M ago47:49

47:49

What’s the connection between FP&A and Taylor Swift? To answer we are joined by Michael Stotland, Vice President of FP&A at AEG Presents. AEG Presents is one of the largest live music companies in the world, and most famously the concert promoter behind the $1 billion dollar revenue Eras Tour by Taylor Swift: the highest grossing tour of all time. …

1
The FP&A Life at GE, Microsoft–and Now Google 44:03

3M ago44:03

44:03

Antonio Reza is the Head of Finance for Google Cloud Consulting in Europe, Middle East, and Africa (EMEA). In this episode he reveals the FP&A life and lessons he has learned over the past 14 years working in finance and strategy at Google, Microsoft, and GE. He brings experiences across 10 different countries leading teams across the globe spannin…

1
Formula for FP&A success at high-growth companies: Greg Lopez 42:51

3M ago42:51

42:51

Greg Lopez has served as the CFO and VP of operations at companies including Futurism, a digital media company, Wirecutter (acquired by the New York Times) and Gawker Media (acquired by Univision). Now Greg is a consultant at high-growth companies working with clients ranging from a “family owned business doing $20 million”, “SaaS businesses doing …

1
Data analytics and AI for FP&A teams – with Nathan Bell 51:02

4M ago51:02

51:02

Getting FP&A teams to harness their data to reach their goals is the holy grail. Nathan Bell, Managing Partner, VAi Consulting, is among the most in-demand experts. Bell has unique experience– having started in computer science, before leading finance teams at Native American Bank, Digital Media Trends and Gartner– where he advised hundreds of FP&A…

1
Ep 33: Driving Value Beyond the Balance Sheet 42:33

4M ago42:33

42:33

This episode our Planning Aces emphasize the importance of leveraging one's breadth of experience, stepping beyond traditional FP&A roles, and focusing on execution to bring significant value to organizations. They also emphasize the evolving nature of finance professional interactions and the idea that strategic insights can serve as catalysts for…

1
How to Light up FP&A Telecoms - Tory Bauman, VP FP&A Zayo 45:07

4M ago45:07

45:07

Tory Bauman, Vice President, FP&A at Zayo Group joins new host Glenn Hopper. In this fascinating episode they go deep on FP&A metrics and processes at one of the most exciting companies in telecoms. Tory leads an FP&A team underpinning business decisions at Zayo whose network stretches over 16.8 million fiber miles and spans 141,000 route miles. Wi…

1
The Big Handover: Paul Says Goodbye and Chats With New Host Glenn Hopper 24:55

4M ago24:55

24:55

It’s the end of an era. This is Paul Barnhurst’s last episode as FP&A Today host. And in this episode he introduces new FP&A Today host: Glenn Hopper. Glenn Hopper is a Chief Financial Officer with two decades of experience leading finance operations for private equity-backed companies. Glenn is an author and journalist, US Navy Veteran, #1 AI Fina…

1
Leaving FP&A at billion dollar companies to become a top Fractional CFO: Rosemary Linden ‘s amazing career journey 46:49

4M ago46:49

46:49

Rosemary Linden more than earned her stripes in FP&A over twenty years. Her roles included VP FP&A at Alliant Insurance Services. Director of Global FP&A at WD-40 Company and at Solera. But after two decades in corporate finance she moved to being a fractional CFO serving small businesses (typical annual revenue of around $10million) managing an as…

1
Doing Capitalism Better: Cotopaxi CFO Gary Bowen 43:16

4M ago43:16

43:16

Most CFOs don’t build models where 1% of their company’s net sales (not profits) are given away instantly “right from the top” to help alleviate poverty. But then Cotopaxi is not like most companies. In this episode Cotopaxi CFO, Gary Bowen, explains the pivotal role played by finance and FP&A in “doing capitalism better” while also seeking to beco…

1
From Leading Data Science at Facebook to becoming a CEO: Kat Orekhova 50:37

5M ago50:37

50:37

Kat Orekhova is Co-Founder & CEO of Vareto, a planning and analytics platform for enterprise teams. In her own words Kat has an “unusual backstory” leaving the world of math academia to build Facebook’s first-ever data science team within FP&A. At the social media giant she was Responsible for financial reporting, forecasting, and planning activiti…

1
FP&A Bliss from Pepsi to Lindt: Tolga Hocanin 43:12

5M ago43:12

43:12

Tolga Hocanin, CFO & Vice President, Finance & IT at Lindt & Sprüngli (Canada) gives a masterclass in CPG FP&A from his experience at PepsiCo and chocolatier, Lindt. In this episode: Lessons from 20 years of budgeting and how my first budget was a nightmare Why budgeting is not just a math exercise The main metrics you need to know in CPG Why mix m…

1
Ep 32: Operating ON and IN The Business 46:56

5M ago46:56

46:56

Planning Aces co-hosts Brett Knowles and Jack Sweeney discuss the strategic efforts of two CFOs leading organizational turnarounds, and a third CFO, who offers key organizational insights from an earlier career chapter. Emphasizing simplification, strategic focus, and leveraging both human insight and technology, Marc Suidan of Beachbody, Emma Brow…

1
How FP&A and Rev Ops Can work Together to Drive Value 54:49

5M ago54:49

54:49

Talking about the connectedness of FP&A and Rev Ops working together are all-star revenue leaders: Jeff Ignacio, Head of Go-to market Growth and operations at Regrow Ag, Arvind Chahal VP, finance and ops at autotrader Canada, and Drew Noel, VP Revenue, SCS Cloud. First, what is rev Ops? “Rev Ops is the discipline of aligning go-to market strategy a…

1
How Finance Can Be a Strategic Business Partner 30:58

5M ago30:58

30:58

In this Finance Fireside Chat, Brian McGrath, FutureView Systems COO, reveals the many challenges facing FP&A and finance teams to be more strategic business partners. Brian, who has 20 years of finance and 15 years of FP&A leadership experience, shares his perspective on what resources are necessary to leverage the vast potential of your company's…

1
Andrew Lynch -the SMB Finance Guy-on Mentors, Skill Stacking, and why getting Fired Saved my Career 48:42

5M ago48:42

48:42

Andrew Lynch, Head of FP&A at UK card discount scheme for public service employees, Blue LIght Card, is known to his nearly 11,000 Twitter followers as The SMB Finance Guy. The FP&A leader also runs the highly popular Net Income newsletter regularly posts small business opportunities, scaling companies, systems, strategy, “with a few shitposts thro…

1
FP&A at $5m to $50M Companies – Jon Allen and Duke Heninger 48:11

6M ago48:11

48:11

Jon Allen and Duke Heninger, of Utah-based Amplēo, have brought their finance game to fast-growing companies which are between $5m and $50m in revenue. They are “fractional CFOs” – that is experienced finance professionals advising these companies on a part-time basis. For instance, one business they work with, Korean barbeque restaurant Cupbop, ap…

1
AI: An extension of the FP&A Brain: Didi Gurfinkel Co-Founder and CEO of Datarails 36:21

6M ago36:21

36:21

There are two different directions for AI in finance, says Didi Gurfinkel, Co-Founder and CEO of Datarails. You can use AI to extend your hands. Or, your brain. He says: ”Using AI to extend your hands involves automating processes, making everything faster, reducing headcount shortening time to deliver, which is amazing. But it’s not a life changer…

1
Ep 31: Projecting The Voice of Reason 42:09

6M ago42:09

42:09

This episode of Planning Aces sheds light on the critical role financial leadership and strategic planning plays in guiding companies through turbulent times and the importance of balancing short-term opportunities with long-term strategic planning. Each of the featured finance chiefs faced unique challenges related to the pandemic’s impact on thei…

1
FP&A Vs Finance Business Partners – Tunc Tezel, VP Group FP&A at Ontex 45:30

6M ago45:30

45:30

Tunc Tezel has managed FP&A at companies including Ontex, Pladis, British American Tobacco, Procter & Gamble, and Gillette. He has lived and worked in 11 different countries including the UK, Iran, Sub-saharan Africa, Turkey, Latvia, Belgium Now, Tezel is VP of global FP&A at Ontex, a publicly listed leader in private label manufacturing baby care,…

1
A new roadmap for FP&A – with Jack Alexander 53:09

6M ago53:09

53:09

Jack Alexander was our second ever guest on FP&A Today and it remains one of our most downloaded episodes. Here he returns to exclusively launch his new book (published January 2024): Financial Management: Partner in Driving Performance and Value (Wiley Finance) His new book is a post-pandemic and typically practical take on performance management,…

1
Winning the Super Bowl of FP&A – with Cayla Pingel 38:31

7M ago38:31

38:31

Cayla Pingel has led FP&A in sports, gaming and entertainment at companies including Warner Bros, Fox Sports and most recently, 2K Games, a global video game company. At Fox Sports she financially quarterbacked the full P&L for the biggest sporting events including the Super Bowl, the World Series, and the NFL Baseball World Cup. The senior Directo…

1
My first year as a first-time CFO – CJ Gustafson, CFO, PartsTech 47:23

7M ago47:23

47:23

“I last came on FP&A Today before I started my new CFO gig, and I was pretty nervous. I was talking a lot in theory of what I thought it would be, and now I can tell you a little bit more of the reality. So it's been quite the ride.” Returning guest CJ Gustafson–master of the hugely popular Mostly Metrics newsletter–delivers in his custom funny and…

1
Ep 30: Seeding Organizational Ownership 37:30

7M ago37:30

37:30

Planning Aces Hosts Brett Knowles and Jack Sweeney discuss how AI's integration into FP&A is still in early stages, with many teams 'dabbling' in AI rather than regularly employing it. However, its use has been significant, inspiring creativity and improving team performance. This episode's conversation emphasizes how FP&A is not just about financi…

1
How to win at FP&A with Psychology, Strategy and Tradeoffs 45:17

7M ago45:17

45:17

Taylor Otstot is VP of Finance at Dashlane, and former Senior Director of Finance at GoDaddy. He joined GoDaddy a year before their IPO and was there for eight years as the domain registrar and web hosting company scaled from $1.5 billion to $4 billion revenue. “By the time I left I was supporting about a billion and a half of that revenue and I wa…

1
Your 12 Biggest FP&A Questions from 2023 Answered 55:03

7M ago55:03

55:03

We have an all-star panel getting into the Christmas and New Year spirit. Howard Tunnicliffe, Head of FP&A, The Economist, and Brett Hampson, Director of Finance, AllState, joinin host Paul Barnhurst, The FP&A Guy in this special edition of FP&A Today. They tackle the 12 most burning questions asked on reddit.com/r/FPandA in 2023. Mid-way we give y…

1
How CFOs build a Goldilocks “just-right” budget – Jeff Epstein ex-CFO of Oracle 54:06

7M ago54:06

54:06

Jeff Epstein is an operating partner at Bessemer Venture Partners leading its CFO Council where he helps CEOs and CFOs at their 200- portfolio company share best practices. Epstein, one of the most famous names in finance, is former executive vice president and chief financial officer of Oracle, with a market value of over $200 billion. Prior to jo…

1
Why and How I built an FP&A Center of Excellence at Verizon - Ed Hyer 45:39

8M ago45:39

45:39

Ed Hyer, as VP FP&A at Verizon, built one of the most ambitious centers of excellence (COEs) undertaken in finance. Put simply, a center of excellence centralizes similar types of work into a single entity. While relatively common for payroll functions or “back-end transactional work”, FP&A presented an altogether bigger challenge for the COE conce…

1
Ep 29: FP&A: The Silo Buster 48:56

8M ago48:56

48:56

This episode of Planning Aces Brett and Jack discuss FP&A’s role when it comes to breaking down silos within departments, and how A.I. is quickly emerging as FP&A’s ultimate silo busting partner. Their discussion highlights the importance of connecting business performance metrics with financial outcomes and the role of AI will play in complex anal…

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Financial Planning & Analysis (fp&a Podcasts

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