Business Partnering Strategies for Women in FP&A to Influence Decisions and Get Promoted with Ritu Saxena

FP&A Tomorrow

44:18

AI and Generative AI are transforming cybersecurity by enhancing threat detection and response. These technologies offer unmatched accuracy and efficiency, making them crucial for protecting sensitive data. As cyber threats evolve, integrating AI into security strategies is essential. This week, Dave, Esmee and Rob talk to Corence Klop, CISO at the Rabobank, about the expanding role of AI and Generative AI in cybersecurity, and how to begin integrating these technologies into your organization. TLDR 04:45 Rob is confused about wrong AI information for a hotel booking 08:20 Conversation with Corence 33:40 How can you identify the state of flow for your end-user in agile practices? 40:50 Going to the swimming pool and disco with your daughter Guest Corence Klop: https://www.linkedin.com/in/corenceklop/ Hosts Dave Chapman: https://www.linkedin.com/in/chapmandr/ Esmee van de Giessen: https://www.linkedin.com/in/esmeevandegiessen/ Rob Kernahan: https://www.linkedin.com/in/rob-kernahan/ Production Marcel van der Burg: https://www.linkedin.com/in/marcel-vd-burg/ Dave Chapman: https://www.linkedin.com/in/chapmandr/ Sound Ben Corbett: https://www.linkedin.com/in/ben-corbett-3b6a11135/ Louis Corbett: https://www.linkedin.com/in/louis-corbett-087250264/ ' Cloud Realities' is an original podcast from Capgemini…

about a year ago 55:41

MP3•Episode home

In this episode of FP&A Tomorrow, host Paul Barnhurst (aka The FP&A Guy) sits down with Ritu Saxena, a chartered accountant, career coach, and founder of Project Upgrade Her. Ritu shares insights on transitioning into business partnering, building a strong personal brand, and empowering women to elevate their careers with confidence.

Ritu is an accomplished finance professional and career coach with over 13 years of experience spanning investment banking, Big Four consulting, and commercial finance in India and New Zealand. She is the founder of Project Upgrade Her, a platform dedicated to helping women increase their career confidence and earning potential. Ritu has also been recognized as one of the Top 20 Chartered Accountants to Watch in Australia and New Zealand.

Expect to Learn:

Going beyond budgeting and forecasting to provide strategic insights.
How to transition into business partnering and key skills required.
Why it’s essential for career growth to build a strong personal brand.
The power of networking and how it can open unexpected doors in your career.
Strategies for advocating for yourself and stepping into leadership roles.

Here are a few relevant quotes from the episode:

“Meeting people where they are and speaking their language is what makes a great business partner.”
“The ability to be concise and communicate the ‘why’ behind the numbers is an underrated but essential skill.”
“Trust is built when you consistently deliver value, flag risks proactively, and help stakeholders make better decisions.”

Ritu shared invaluable advice on transitioning into business partnering, building a strong personal brand, and taking control of your career growth. She highlights the importance of advocating for yourself and never letting your job title define your potential.

The AFP FP&A Forum:

The Association for Financial Professionals FP&A Forum, March 17–19 in Austin, is the must-attend event for finance professionals seeking sales-free, expert-led insights on AI, process efficiency and strategic planning. With 18+ actionable sessions and a community of peers, this forum is all about real learning, no fluff—join us and take your finance game to the next level.

Explore the agenda: https://bit.ly/40W1eCh

Use the code FPAGuy2025 for $200 off: https://bit.ly/40Cts3B

Follow FP&A Tomorrow:

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

Follow Ritu:

LinkedIn - https://www.linkedin.com/in/ritusaxena1/

Company - https://www.projectupgradeher.com/

Follow Paul:

Website - https://www.thefpandaguy.com

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

Planning in BI Showcase:

Gone are the days of juggling multiple platforms. Now, with business intelligence tools you can integrate planning directly into your BI system. Join Paul on March 20th for the Planning in BI Showcase, where industry leaders will demonstrate how top BI tools are reshaping strategic planning. See firsthand how modern FP&A solutions can drive real value across your enterprise. Don’t miss out!

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

[02:25] - Introduction to Ritu Saxena

[04:04] - What Makes Great FP&A?

[07:06] - Ritu’s Unconventional Career Path

[11:51] - Project Upgrade Her: A Mission to Empower Women

[16:51] - Breaking Into Business Partnering

[24:52] - The Three Key Skills for Business Partnering Success

[33:28] - Personal Branding for Career Growth

[45:36] - Must-Have FP&A Skills

[48:40] - Fun Segment: Getting to Know Ritu

[52:31] - Final Advice from Ritu

54 episodes

FP&A Tomorrow

Business Partnering Strategies for Women in FP&A to Influence Decisions and Get Promoted with Ritu Saxena

FP&A Tomorrow

published about a year ago

MP3•Episode home

Expect to Learn:

Going beyond budgeting and forecasting to provide strategic insights.
How to transition into business partnering and key skills required.
Why it’s essential for career growth to build a strong personal brand.
The power of networking and how it can open unexpected doors in your career.
Strategies for advocating for yourself and stepping into leadership roles.

Here are a few relevant quotes from the episode:

“Meeting people where they are and speaking their language is what makes a great business partner.”
“The ability to be concise and communicate the ‘why’ behind the numbers is an underrated but essential skill.”
“Trust is built when you consistently deliver value, flag risks proactively, and help stakeholders make better decisions.”

The AFP FP&A Forum:

Explore the agenda: https://bit.ly/40W1eCh

Use the code FPAGuy2025 for $200 off: https://bit.ly/40Cts3B

Follow FP&A Tomorrow:

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

Follow Ritu:

LinkedIn - https://www.linkedin.com/in/ritusaxena1/

Company - https://www.projectupgradeher.com/

Follow Paul:

Website - https://www.thefpandaguy.com

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

Planning in BI Showcase:

Earn Your CPE Credit

In Today’s Episode

[02:25] - Introduction to Ritu Saxena

[04:04] - What Makes Great FP&A?

[07:06] - Ritu’s Unconventional Career Path

[11:51] - Project Upgrade Her: A Mission to Empower Women

[16:51] - Breaking Into Business Partnering

[24:52] - The Three Key Skills for Business Partnering Success

[33:28] - Personal Branding for Career Growth

[45:36] - Must-Have FP&A Skills

[48:40] - Fun Segment: Getting to Know Ritu

[52:31] - Final Advice from Ritu

54 episodes

All episodes

FP&A Tomorrow

1
Scaling An Office of CFO SaaS Software Powerhouse with AI, Acquisitions & Finance Innovation - Elias Apel 57:33

5 days ago57:33

57:33

In this episode Host Paul Barnhurst (aka The FP&A Guy ) sits down with Elias Apel, the CEO of Lucanet, to explore the evolving landscape of financial planning and analysis. From transforming the Office of the CFO with AI to driving strategic acquisitions, Elias shares how he’s leading Lucanet through hypergrowth and innovation while staying grounded in customer-centric leadership. Elias Apel is the CEO of Lucanet, a global provider of “Office of the CFO” software solutions for enterprises and SMEs. Founded in 1999, Lucanet offers tools for financial planning, consolidation, ESG reporting, tax compliance, and treasury management. The company supports nearly 6,000 customers in over 50 countries, with offices across Germany, Europe, the UK, Asia, and North America. Elias previously served as Lucanet’s CFO and VP of International Go-to-Market. He is also the co-founder of Argonas Corporate Finance Advisors, specializing in complex M&A and financing transactions. Expect to Learn: What makes FP&A truly impactful and strategic How to build trust across finance functions Leveraging AI to boost financial operations Transitioning from advisor to successful CEO Integrating data analytics under finance leadership Strategy behind Lucanet’s acquisition of Causal Here are a few relevant quotes from the episode: "Communication is the most important soft skill for any finance business partner." "Data analytics is the number one technical skill FP&A professionals should master today." "A modern CFO needs to be commercially minded, not just financially accurate." Elias Apel shares valuable knowledge on leading through transformation, leveraging AI, and redefining the role of the CFO. He emphasizes the importance of trust, data-driven decision-making, and staying customer-focused. Whether you're in FP&A or executive leadership, his journey offers inspiration for building an agile, future-ready finance team. Operators Guild: Operators Guild is where the best CEOs, CFOs, VPs of finance, and BizOps leaders in the business connect, network, and grow together. Built by operators for operators, this members-only community is home to more than 1000 of the most elite high-growth operators in the world. Experience connection and knowledge share with professionals who understand you like no one else does. Learn more and apply at https://bit.ly/3F6sghS Follow FP&A Tomorrow: Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Elias: LinkedIn - https://www.linkedin.com/in/eliasapel/ Website - https://www.lucanet.com/en/solutions/extended-planning-and-analysis/ Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy FP&A Community Hub: Tired of searching for answers and sifting through sales pitches? The FP&A Hub is your go-to online community where finance professionals connect, learn, and grow without the distractions of sales pitches or generic LinkedIn content. Engage in real conversations, attend exclusive events, and gain insights from over 100 FP&A experts. Be a part of the future of FP&A networking. Join for free at https://bit.ly/3DQWLrJ 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 [01:51] - Introduction to the Episode [03:34] - Defining Great FP&A [09:18] - From M&A Advisor to CEO [14:49] - Shifting from Operator to Strategic Leader [19:31] - Why Roles Beyond Finance Matter [25:36] - Embedding Data to Empower Finance Teams [27:26] - The Evolving Role of the CFO [35:51] - The Thinking Behind Lucanet’s M&A Strategy [47:31] - Top Technical Skill for FP&A Professionals [54:01] - Final Thoughts and Career Advice…

FP&A Tomorrow

1
How FP&A Teams can Influence CEOs and CFOs and drive the business forward with Glenn Snyder 1:01:39

12 days ago1:01:39

1:01:39

In this episode of FP&A Tomorrow, host Paul Barnhurst (aka the FP&A Guy) welcomes Glenn Snyder, a seasoned FP&A leader with over 20 years of experience. Glenn shares insights on financial planning and analysis, leadership strategies, and building effective business partnerships. He discusses the keys to driving business impact, managing teams, and navigating career growth in FP&A. Glenn Snyder is a Senior Director at Riverrun Consulting, specializing in interim financial leadership. With a career spanning financial services, fintech, SaaS, private equity, and more, he has held leadership roles at Franklin Templeton, Visa, Charles Schwab, and Digital Realty. Glenn is also an author, educator, and board member, passionate about mentoring finance professionals and improving FP&A effectiveness. Expect to Learn: The key elements of great FP&A and how it drives executive decisions How to balance company goals with employee career development Strategies for building strong business partnerships in FP&A The role of automation and efficiency in FP&A reporting and analysis How to successfully transition into a new leadership role Overcoming resistance from business leaders and earning trust in finance The importance of storytelling and data visualization in financial reporting Here are a few relevant quotes from the episode: “The best leaders give credit to their teams and create opportunities for them to shine.” - Glenn Snyder Your career growth is your responsibility. Stay curious, stay connected, and keep learning.” - Glenn Snyder “You don’t have to be the smartest person in the room, but you must be the most adaptable.” - Glenn Snyder In this episode, Glenn Snyder shared his expertise on what makes FP&A impactful, how to lead finance teams, and the importance of strong business partnerships. He emphasized that great FP&A professionals don’t just report numbers, they drive decisions, build trust, and continuously improve processes. Being proactive, investing in relationships, and focusing on delivering insights, not just reports, are key. Success in FP&A comes from adapting, influencing, and always adding value. Operator’s Guild: Operators Guild is where the best CEOs, CFOs, VPs of finance, and BizOps leaders in the business connect, network, and grow together. Built by operators for operators, this members-only community is home to more than 1000 of the most elite high-growth operators in the world. Experience connection and knowledge share with professionals who understand you like no one else does. Learn more and apply at https://bit.ly/3F6sghS Follow FP&A Tomorrow: Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Glenn: LinkedIn - https://www.linkedin.com/in/glenntsnyder/ Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy FP&A Community Hub: Tired of searching for answers and sifting through sales pitches? The FP&A Hub is your go-to online community where finance professionals connect, learn, and grow without the distractions of sales pitches or generic LinkedIn content. Engage in real conversations, attend exclusive events, and gain insights from over 100 FP&A experts. Be a part of the future of FP&A networking. Join for free at https://bit.ly/3DQWLrJ 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] - Introduction to the Episode [04:12] - What Great FP&A Looks Like [09:17] - Transitioning to Leadership [14:49] - Balancing Change in a New Role [18:20] - Early Leadership Challenges [23:36] - Flexibility in FP&A [27:03] - Playing Sponge [34:16] - Managing Career Growth [46:51] - The #1 Technical Skill for FP&A [59:32] - Great Advice for FP&A…

FP&A Tomorrow

1
How FP&A Can Use External Data to Improve Forecasting with Jeff Casale and Rich Wagner 1:03:41

19 days ago1:03:41

1:03:41

In this episode of FP&A Tomorrow , host Paul Barnhurst (The FP&A Guy) sits down with Jeff Casale and Rich Wagner to explore the role of Financial Planning & Analysis (FP&A). They discuss how AI, external data, and continuous planning are transforming the industry, making FP&A a more strategic function. The conversation covers the power of AI-driven forecasting and how businesses can leverage external economic indicators to gain a competitive edge. Jeff Casale is the CEO of Board, a leading FP&A software company. With previous leadership roles at MarkLogic, Dell Technologies, VMware, and EMC, Jeff has a deep understanding of enterprise technology and how finance functions can drive business growth. Rich Wagner is the Field CTO at Board and the former CEO & Founder of Prevedere, a predictive analytics company that leverages external data for accurate forecasting. With over 20 years of experience in technology, consulting, and Fortune 500 leadership, Rich brings valuable expertise in the intersection of AI, finance, and business strategy. Expect to Learn: How AI is transforming financial planning, reducing manual work, and improving decision-making. Why integrating external data is essential for more accurate forecasting and risk management. Why traditional budgeting cycles are outdated and how real-time, agile forecasting is becoming the new norm. How CEOs and finance leaders rely on FP&A teams for strategic decision-making. How finance professionals can improve their skills and become more valuable business partners. Here are a few relevant quotes from the episode: “AI is revolutionizing FP&A by reducing manual work and improving time-to-value.” - Rich Wagner “The companies that embrace continuous planning will be the winners in their industries.” - Jeff Casale “External data helps FP&A teams anticipate risks, not just react to them.” - Rich Wagner This episode reinforced the idea that FP&A is evolving into a strategic powerhouse. AI, external economic data, and real-time forecasting are changing how companies plan, react, and make decisions. FP&A professionals must develop both technical and strategic skills to stay relevant. Operator’s Guild: Operators Guild is where the best CEOs, CFOs, VPs of finance, and BizOps leaders in the business connect, network, and grow together. Built by operators for operators, this members-only community is home to more than 1000 of the most elite high-growth operators in the world. Experience connection and knowledge share with professionals who understand you like no one else does. Learn more and apply at https://bit.ly/3F6sghS Follow FP&A Tomorrow: Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Jeff: LinkedIn - https://www.linkedin.com/in/jeffreycasale/ Board- https://www.board.com/ Follow Rich: LinkedIn - https://www.linkedin.com/in/rich-wagner1/ Prevedere - https://prevedere.com/ Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy Planning in BI Showcase: Gone are the days of juggling multiple platforms. Now, with business intelligence tools you can integrate planning directly into your BI system. Join Paul on March 20th for the Planning in BI Showcase, where industry leaders will demonstrate how top BI tools are reshaping strategic planning. See firsthand how modern FP&A solutions can drive real value across your enterprise. Don’t miss out! Register today for free at https://bit.ly/4aLzEe0 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 [01:49] - Welcome & Guest Introductions [03:53] - What Does Great FP&A Look Like? [06:22] - Why Enter the FP&A Software Space? [08:05] - Acquiring Prevedere: The Strategy Behind It [14:28] - How External Data Improves Forecasting [18:54] - How AI is Changing FP&A [24:29] - How FP&A Teams Can Start Using External Data [33:57] - The Shift to Continuous Planning [41:50] - FP&A’s Role in Leadership & Decision-Making [47:48] - The #1 Skill for FP&A Professionals [56:33] - Who Would You Swap Jobs With? [59:53] - Final Thoughts & Where to Learn More…

FP&A Tomorrow

1
How AI Agents will Streamline and Eliminate Manual Work for FP&A Professionals with Albert Ramos 1:01:54

26 days ago1:01:54

1:01:54

In this episode of FP&A Tomorrow , host Paul Barnhurst (The FP&A Guy) welcomes Albert Ramos. He shares his thoughts about financial planning and analysis (FP&A), the role of AI in finance, and how businesses can leverage predictive analytics to make better strategic decisions. They also discuss pricing strategy, AI adoption, and the growing importance of financial professionals transitioning into advisory roles. Albert Ramos is a fractional CFO, AI strategist, and the founder of Stratego Intel Consulting, an AI-powered fractional CFO and virtual Chief AI Officer firm. With 15 years of executive leadership across finance, operations, sales, and technology, Albert has worked with publicly traded, private equity-backed, and employee-owned companies. He is a strong advocate for mental health awareness in high-pressure industries, emphasizing how AI can help reduce stress and improve efficiency. Expect to Learn: How AI and predictive analytics are shaping the future of finance. Why businesses often get pricing wrong and how FP&A can help fix it. How AI and agent-based automation are streamlining financial processes. Transitioning into a strategic business partner and the key skills required. How AI tools can help reduce anxiety, stress, and improve work-life balance. Here are a few relevant quotes from the episode: “AI won’t replace finance professionals, but those who use AI will replace those who don’t.” “AI can enhance financial modeling, but the human element of strategic thinking is irreplaceable.” “Companies that ignore AI today will be struggling to catch up in the next two years.” Albert explains how AI is revolutionizing finance, why pricing strategy is critical for business success, and how finance professionals can future-proof their careers by evolving into strategic advisors. He also shared an important perspective on mental health, emphasizing how AI can help reduce stress by automating repetitive tasks, allowing finance professionals to focus on higher-value work. Operator’s Guild: Operators Guild is where the best CEOs, CFOs, VPs of finance, and BizOps leaders in the business connect, network, and grow together. Built by operators for operators, this members-only community is home to more than 1000 of the most elite high-growth operators in the world. Experience connection and knowledge share with professionals who understand you like no one else does. Learn more and apply at https://bit.ly/3F6sghS Follow FP&A Tomorrow: Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Albert: LinkedIn - https://www.linkedin.com/in/albertramosjr/ Company - https://www.strategointel.com/ Email - albertramosjr@strategointel.com Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy Planning in BI Showcase: Gone are the days of juggling multiple platforms. Now, with business intelligence tools you can integrate planning directly into your BI system. Join Paul on March 20th for the Planning in BI Showcase, where industry leaders will demonstrate how top BI tools are reshaping strategic planning. See firsthand how modern FP&A solutions can drive real value across your enterprise. Don’t miss out! Register today for free at https://bit.ly/4aLzEe0 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 [01:38] - Meet Albert Ramos [04:16] - What Makes Great FP&A? [06:56] - Pricing Strategy Mistakes & Best Practices [15:20] - Albert’s Experience in Fitness Industry [19:08] - Going Full-Time as a Fractional CFO [23:19] - AI tools and agentic workflows [28:06] - The Future of AI in FP&A [41:43] - AI’s Impact on Mental Health & Work-Life Balance [48:08] - How to Get Started with AI in Finance [51:46] - FP&A Quickfire Questions [01:00:10] - Where to Find Albert Ramos…

FP&A Tomorrow

1
How AI is Being Used by FP&A professionals & Implemented by Software Vendors with Vena CTO Hugh Cumming 44:21

5 weeks ago44:21

44:21

In this episode of FP&A Tomorrow, host Paul Barnhurst, aka The FP&A Guy, sits down with Hugh Cumming, the CTO of Vena Solutions. They explore how AI and technology are transforming financial planning and analysis (FP&A) by discussing real-world AI implementations. With over 20 years of experience in fintech and digital transformation, Hugh shares his perspectives on AI-driven efficiency, the evolving role of FP&A professionals, and the future of Excel in financial modeling. Hugh Cumming is the Chief Technology Officer (CTO) at Vena Solutions, a leading FP&A platform for Excel users. Hugh has led global teams in engineering, UX, cloud computing, and AI-driven innovation at companies like Finastra, SecureKey Technologies, ADP Canada, and Manulife. Hugh talks about his passion for using technology to drive efficiency and smarter decision-making, and helping to overcome change resistance in finance teams Expect to Learn: How AI is reshaping FP&A workflows and automating financial reporting. The role of AI-powered copilots in driving business efficiencies. Why change resistance in FP&A is common and how to overcome it. The future of Excel, Python, and automation in financial modeling. Practical advice for FP&A professionals to prepare for AI-driven changes. Here are a few relevant quotes from the episode: “One of the biggest barriers to AI adoption in FP&A is simply finding the time to implement it.” “AI-driven tools should feel like an extension of your team, not an external system you have to fight against.” “When you start using AI for small tasks, you quickly realize how much time you’ve been wasting on manual work.” Hugh Cumming provided incredible knowledge about how AI-powered tools like Vena Copilot are helping finance teams become more efficient, strategic, and data-driven. Excel isn’t going anywhere, but it’s getting smarter. AI isn’t replacing people, but it’s making their work more valuable. As Hugh emphasized, those who adapt and leverage these innovations will thrive in the evolving financial landscape. The AFP FP&A Forum: The Association for Financial Professionals FP&A Forum, March 17–19 in Austin, is the must-attend event for finance professionals seeking sales-free, expert-led insights on AI, process efficiency and strategic planning. With 18+ actionable sessions and a community of peers, this forum is all about real learning, no fluff—join us and take your finance game to the next level. Explore the agenda: https://bit.ly/40W1eCh Use the code FPAGuy2025 for $200 off: https://bit.ly/40Cts3B Follow FP&A Tomorrow: Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Hugh: LinkedIn - https://www.linkedin.com/in/hughwcumming/ Company - https://www.venasolutions.com/ Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy Planning in BI Showcase: Gone are the days of juggling multiple platforms. Now, with business intelligence tools you can integrate planning directly into your BI system. Join Paul on March 20th for the Planning in BI Showcase, where industry leaders will demonstrate how top BI tools are reshaping strategic planning. See firsthand how modern FP&A solutions can drive real value across your enterprise. Don’t miss out! Register today for free at https://bit.ly/4aLzEe0 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 [01:44] - Meet Hugh Cumming [02:53] - What Does Great FP&A Look Like? [06:27] - Hugh’s Early Start with Programming [09:38] - The Rise of AI in FP&A [14:44] - Vena’s Vision for AI in FP&A [19:28] - Managing AI Hallucinations & Building Trust [26:23] - Real AI Use Cases in FP&A [29:13] - Advice for FP&A Professionals on AI Adoption [32:42] - The Future of Excel & AI [35:18] - Rapid-Fire Questions [42:54] - Closing Thoughts & Where to Connect…

FP&A Tomorrow

1
Why FP&A Fails at Supporting Go-To-Market and How to Fix it with Chris Walker 1:12:37

6 weeks ago1:12:37

1:12:37

In this episode of FP&A Tomorrow , host Paul Barnhurst (aka "The FP&A Guy") sits down with Chris Walker to explore the intersection of finance, marketing, and sales. They break down why most companies struggle with measuring the return on go-to-market investments and how finance teams can step up to own and optimize this critical function. Chris shares his unconventional yet data-driven approach to revenue operations, highlighting how traditional marketing and sales attribution models are broken and what companies should do instead. Chris Walker is a visionary in B2B go-to-market strategies. As the CEO of Pasetto and Executive Chairman of Refine Labs, he is shaping the future of revenue operations by integrating finance, marketing, and sales intelligence. With years of hands-on experience in sales, marketing, and finance, Chris brings a unique perspective to understanding and improving go-to-market efficiency. Expect to Learn: Why go-to-market investments are often misallocated and how finance can take ownership of optimizing them. The biggest mistakes companies make when measuring marketing ROI and sales effectiveness. How finance leaders can work more strategically with marketing and sales teams to drive profitable growth. The importance of rethinking attribution models and revenue operations frameworks. Why Chris believes that FP&A should play an offensive, not defensive, role in shaping business strategy. Here are a few relevant quotes from the episode: “Finance leaders need to stop looking at marketing as an expense and start seeing it as an investment portfolio.” “Marketing attribution models are fundamentally broken because they try to divide credit rather than measure impact.” “Go-to-market investments are often misallocated because finance and marketing don’t speak the same language.” In this episode, Chris Walker delivers a wake-up call to finance and revenue leaders, urging them to rethink how they measure and optimize go-to-market investments. If FP&A wants to drive better business decisions, it must stop looking at marketing as an expense and start managing it like an investment portfolio. By adopting a data-driven, strategic approach to go-to-market, finance teams can help their companies grow more efficiently and profitably. The AFP FP&A Forum: The Association for Financial Professionals FP&A Forum, March 17–19 in Austin, is the must-attend event for finance professionals seeking sales-free, expert-led insights on AI, process efficiency and strategic planning. With 18+ actionable sessions and a community of peers, this forum is all about real learning, no fluff—join us and take your finance game to the next level. Explore the agenda: https://bit.ly/40W1eCh Use the code FPAGuy2025 for $200 off: https://bit.ly/40Cts3B Follow FP&A Tomorrow: Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Chris: LinkedIn - https://www.linkedin.com/in/chriswalker171/ Company - https://www.passetto.com/ Website - https://www.refinelabs.com/ Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy Planning in BI Showcase: Gone are the days of juggling multiple platforms. Now, with business intelligence tools you can integrate planning directly into your BI system. Join Paul on March 20th for the Planning in BI Showcase, where industry leaders will demonstrate how top BI tools are reshaping strategic planning. See firsthand how modern FP&A solutions can drive real value across your enterprise. Don’t miss out! Register today for free at https://bit.ly/4aLzEe0 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 [01:35] - Introduction to the Episode [03:33] - What Great FP&A Looks Like [04:43] - Why Go-to-Market Efficiency is Broken [07:23] - The Role of FP&A in Go-to-Market [11:01] - Rethinking Marketing & Sales Attribution [18:36] - The Shift from Growth-at-All-Costs to Efficiency [26:40] - Chris’s Companies & Their Mission [33:41] - Practical Steps To Better Understand Go-to-Market [41:06] - Evaluating Marketing Investments [48:10] - The Right Way to Measure Content Marketing [53:15] - Content Strategy for Business Growth [58:34] - Inbound And Outbound Marketing Strategies [01:10:47] - Final Thoughts & Wrap-up…

FP&A Tomorrow

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Business Partnering Strategies for Women in FP&A to Influence Decisions and Get Promoted with Ritu Saxena 55:41

7 weeks ago55:41

55:41

In this episode of FP&A Tomorrow , host Paul Barnhurst (aka The FP&A Guy ) sits down with Ritu Saxena, a chartered accountant, career coach, and founder of Project Upgrade Her. Ritu shares insights on transitioning into business partnering, building a strong personal brand, and empowering women to elevate their careers with confidence. Ritu is an accomplished finance professional and career coach with over 13 years of experience spanning investment banking, Big Four consulting, and commercial finance in India and New Zealand. She is the founder of Project Upgrade Her, a platform dedicated to helping women increase their career confidence and earning potential. Ritu has also been recognized as one of the Top 20 Chartered Accountants to Watch in Australia and New Zealand. Expect to Learn: Going beyond budgeting and forecasting to provide strategic insights. How to transition into business partnering and key skills required. Why it’s essential for career growth to build a strong personal brand. The power of networking and how it can open unexpected doors in your career. Strategies for advocating for yourself and stepping into leadership roles. Here are a few relevant quotes from the episode: “Meeting people where they are and speaking their language is what makes a great business partner.” “The ability to be concise and communicate the ‘why’ behind the numbers is an underrated but essential skill.” “Trust is built when you consistently deliver value, flag risks proactively, and help stakeholders make better decisions.” Ritu shared invaluable advice on transitioning into business partnering, building a strong personal brand, and taking control of your career growth. She highlights the importance of advocating for yourself and never letting your job title define your potential. The AFP FP&A Forum: The Association for Financial Professionals FP&A Forum, March 17–19 in Austin, is the must-attend event for finance professionals seeking sales-free, expert-led insights on AI, process efficiency and strategic planning. With 18+ actionable sessions and a community of peers, this forum is all about real learning, no fluff—join us and take your finance game to the next level. Explore the agenda: https://bit.ly/40W1eCh Use the code FPAGuy2025 for $200 off: https://bit.ly/40Cts3B Follow FP&A Tomorrow: Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Ritu: LinkedIn - https://www.linkedin.com/in/ritusaxena1/ Company - https://www.projectupgradeher.com/ Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy Planning in BI Showcase: Gone are the days of juggling multiple platforms. Now, with business intelligence tools you can integrate planning directly into your BI system. Join Paul on March 20th for the Planning in BI Showcase, where industry leaders will demonstrate how top BI tools are reshaping strategic planning. See firsthand how modern FP&A solutions can drive real value across your enterprise. Don’t miss out! Register today for free at https://bit.ly/4aLzEe0 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 [02:25] - Introduction to Ritu Saxena [04:04] - What Makes Great FP&A? [07:06] - Ritu’s Unconventional Career Path [11:51] - Project Upgrade Her: A Mission to Empower Women [16:51] - Breaking Into Business Partnering [24:52] - The Three Key Skills for Business Partnering Success [33:28] - Personal Branding for Career Growth [45:36] - Must-Have FP&A Skills [48:40] - Fun Segment: Getting to Know Ritu [52:31] - Final Advice from Ritu…

FP&A Tomorrow

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How Finance Leaders Can Overcome Burnout, Find Purpose & Love Mondays in FP&A with Ron Monteiro 47:05

8 weeks ago47:05

47:05

In this episode of FP&A Tomorrow , host Paul Barnhurst, known as "The FP&A Guy," welcomes returning guest Ron Monteiro. Ron is a seasoned finance professional turned author who shares highlights from his new book, Love Mondays! , which looks into finding joy in your work life, particularly in the finance and FP&A sectors. Together, they explore how mindset, workplace culture, and personal development play pivotal roles in career satisfaction. Ron Monteiro is a finance veteran with over 20 years of experience in FP&A roles at companies like Kraft, Campbell Soup, and Kruger Products. He has served as VP of Finance and is now an entrepreneur focused on teaching storytelling and communication in finance. Ron's journey from a shy, anxious teenager in Kenya to leading meetings with CEOs is a testament to his growth and resilience. His latest book, Love Mondays! , aims to help people across all professions find joy in their work and personal lives. Expect to Learn: The story behind Love Mondays! and how Ron transitioned from corporate finance to author. Why attitude and environment are equally important in finding fulfillment at work. Practical steps to identify your purpose using frameworks like Ikigai . How networking and mentorship can transform your career trajectory. Strategies to avoid burnout in demanding FP&A roles and maintain a healthy work-life balance. Here are a few relevant quotes from the episode: “A boss can make or break your experience early in your career, but as you grow, it’s the culture and mentors that shape you.” “Gratitude is a game-changer. It’s hard to be unhappy when you’re focused on what’s going well.” “Surround yourself with people who uplift you. The right network can open doors you didn’t even know existed.” It’s clear that loving your work and yes, even your Mondays is about more than just the role you’re in. It’s about your mindset, your environment, and the intentional steps you take toward fulfillment. Whether you're deep in FP&A or exploring a completely different path, Ron’s four-step framework offers a roadmap to not just surviving your workweek but truly thriving in it. The AFP FP&A Forum: The Association for Financial Professionals FP&A Forum, March 17–19 in Austin, is the must-attend event for finance professionals seeking sales-free, expert-led insights on AI, process efficiency and strategic planning. With 18+ actionable sessions and a community of peers, this forum is all about real learning, no fluff—join us and take your finance game to the next level. Explore the agenda: https://bit.ly/40W1eCh Use the code FPAGuy2025 for $200 off: https://bit.ly/40Cts3B Follow FP&A Tomorrow: Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Ron: LinkedIn - https://www.linkedin.com/in/ronmonteiro18/ Check out Book: Love Mondays! - https://lovemondaysbook.com/ Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy Planning in BI Showcase: Gone are the days of juggling multiple platforms. Now, with business intelligence tools you can integrate planning directly into your BI system. Join Paul on March 20th for the Planning in BI Showcase, where industry leaders will demonstrate how top BI tools are reshaping strategic planning. See firsthand how modern FP&A solutions can drive real value across your enterprise. Don’t miss out! Register today for free at https://bit.ly/4aLzEe0 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 [01:29] - Introduction to the Episode & Guest [02:12] - Ron's Journey: From Kenya to Finance Leadership [04:12] - Inspiration Behind the Book - Love Mondays! [05:13] - Do Finance Professionals Love Mondays? [07:55] - The Role of Bosses and Company Culture [10:09] - The Power of Networking and Building Career Resilience [14:08] - Burnout in FP&A and Taking Control [19:06] - The Four-Step Framework to Love Mondays! [30:23] - Practical Advice for Career Shifts [43:57] - Final Thoughts & Where to Find Love Mondays!…

FP&A Tomorrow

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80/20 Rule for FP&A Experts to Transform Decision-Making Through Analytics with Andrew Hull 59:49

9 weeks ago59:49

59:49

In this episode of FP&A Tomorrow , host Paul Barnhurst talks with Andrew Hull, a seasoned finance leader in the consumer packaged goods (CPG) industry. They explore the role of FP&A professionals in driving business results, navigating inflation, and transitioning from traditional budgeting to impactful analytics. Andrew Hull is a financial executive with over two decades of experience in CPG. Currently the Vice President of Finance at UNFI Canada, Andrew has a proven track record of partnering with business leaders to deliver results through strategic insights and principled financial analysis. With a competitive spirit and passion for team leadership, Andrew shares his unique approach to FP&A, analytics, and the importance of actionable storytelling. Expect to Learn: The three pillars of great FP&A: technical skills, storytelling, and actionable decisions. Why Andrew advocates for changing FP&A to “FA&P” and focusing more on analytics. Lessons learned from leading finance during the pandemic. Key metrics for success in the distribution industry, including variable margin and truck utilization. Practical advice for accelerating budget processes and focusing on analytics that drive results. Here are a few relevant quotes from the episode: "The most value FP&A can add is when we take complex data and distill it into actionable insights." - Andrew Hull "Variable margin is the backbone of understanding financial performance in a distribution business."- Andrew Hull "A one-page visual with clear recommendations is the best way to communicate with executives."- Andrew Hull In this episode, Andrew Hull shared a wealth of knowledge for FP&A professionals including rethinking the role of analytics to the importance of actionable storytelling. His practical advice on managing inflation, leading during a crisis, and accelerating the budgeting process offers valuable lessons. FP&A Your Way with Paris Technologies: PARIS Technologies delivers an enterprise planning platform in Excel, which makes FP&A work a breeze! Centralize and consolidate cloud data into a self-service, collaborative modeling environment featuring the everyday spreadsheet. Visit PARIS Tech for FP&A Your Way ! Follow FP&A Tomorrow: Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Andrew: LinkedIn - https://www.linkedin.com/in/andrewhull4/ Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy Enroll for Wharton Online 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 [01:59] - Meet Andrew Hull [02:50] - Redefining Great FP&A [06:46] - Career Highlights in CPG [10:35] - Leading Finance at UNFI Canada [18:55] - Managing Inflation with Analytics [22:24] - The Art of Storytelling in FP&A [35:47] - Revolutionizing the Budget Process [51:20] - Beyond Work: Hobbies and Passions [58:07] - Closing Thoughts…

FP&A Tomorrow

1
FPAC vs Wharton - Which is the Best FP&A Certification for Career Growth with Paul Barnhurst? 43:03

10 weeks ago43:03

43:03

In this episode of FP&A Tomorrow , host Paul Barnhurst, aka "The FP&A Guy," provides a complete guide to FP&A certifications and programs. He offers valuable information into their structure, benefits, costs, and ideal candidates. The conversation covers leading certifications like the FPAC by AFP, Wharton’s FP&A Certificate Program, FMI’s Advanced Financial Modeler (AFM), and more. Paul provides discount codes for many of the programs in the show notes below. You can also find a complete written analysis of each certificate on his website: FP&A Certifications — The FP&A Guy With a career marked by expertise in FP&A, Paul answers what certifications can help advance your career in FP&A. Paul compares these options, emphasizing their focus on technical skills, networking opportunities, and career applicability. He also shares personal experiences with several programs, highlighting their strengths and areas for improvement. Expect to Learn: A detailed comparison of leading FP&A certifications. Key differences between training programs and certification exams. Insights into lesser-known but impactful programs like the Certified Global FP&A Professional. Recommendations for financial modeling programs, including those from FMI and CFI. Tips for navigating costs, preparation, and maximizing the value of FP&A certifications. Here are a few relevant quotes from the episode: "Certifications are not mandatory, but they can help you stand out in a competitive field." "Wharton’s FP&A Certificate Program is a great option for building both technical and interpersonal skills." "Most certifications will require a significant time investment, so choose the one that aligns with your goals." Certifications are valuable but they’re just one part of your professional journey. The real goal is to continuously enhance your skills, adapt to industry changes, and become an indispensable business partner. If you have questions or need guidance, feel free to reach out at https://www.thefpandaguy.com/fpa-certifications FP&A Your Way with Paris Technologies: PARIS Technologies delivers an enterprise planning platform in Excel, which makes FP&A work a breeze! Centralize and consolidate cloud data into a self-service, collaborative modeling environment featuring the everyday spreadsheet. Visit PARIS Tech for FP&A Your Way ! Follow FP&A Tomorrow: Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Explore the resources and discounts available: Certified Corporate FP&A Professional (FPAC) from Association of Financial Professionals (AFP) - FPAC Program The longest-established FP&A credential that validates your expertise. Ideal for early-career professionals or those transitioning into FP&A. Use Code Exam: TheFPAGuy-FPAC – Exam for $150 Discount Use Code Exam Prep Platform: TheFPAGuy-FPACEPP – Exam Prep Platform for $100 Discount Certificate of FP&A from Wharton Online and Wall Street Prep - https://secure.enroll.wharton.wallstreetprep.com/referral/ A cohort-based training program designed to build technical and soft skills, with networking opportunities and industry-leading instructors. Use Code: THEFPAGUY300 – $300 Program Discount Global Certified FP&A Professional (CGFPA) from FP&A Professionals Institute (FPI) - Certified Global FP&A Professional (CGFPA) | FP&A Professionals A six-month, live coaching program ideal for finance and accounting professionals. Accessible globally, with a strong foundation in core FP&A skills. Use Code : FPAGUY - $200 Program Discount Advanced Financial Modeler (AFM) by Financial Modeling Institute - Financial Modeler's Corner Podcast - FMI Certification focused on building integrated, best-practice financial models. Recognized as a gold standard for demonstrating modeling proficiency. Use Code: Podcast for a 15% Program Discount Corporate Finance Institute (CFI) Programs The program offers certifications such as the Financial Modeling & Valuation Analyst (FMVA) and FP&A specialization . These focus on modeling and technical skills with flexible self-paced learning. Check it out at https://corporatefinancialinstitute.pxf.io/c/6003589/1951334/23723 Financial Planning & Analysis Modeling (CFPAM) Program from Wall Street Prep - Certification in Financial Planning & Analysis Modeling (CFPAM™) | Wall Street Prep A cost-effective, self-paced program emphasizing budgeting and three-statement modeling. Best suited for those wanting targeted technical training. Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy 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] - Overview of FP&A Certifications [03:26] - Certified Corporate FP&A Professional (FPAC) [12:42] - Wharton FP&A Certificate Program [17:50] - Certified Global FP&A Professional (CGFPA) [21:17] - Corporate Finance Institute (CFI) FP&A Programs [28:03] - Wall Street Prep’s Financial Planning & Analysis Modeling (CFPAM) [31:38] - Advanced Financial Modeler (AFM) by FMI [37:08] - How to Choose Certification vs. Training [40:02] - Final Thoughts and Resources…

FP&A Tomorrow

1
Financial Modeling for Startups to Drive Growth and Make Better Decisions with Lauren Pearl 1:04:00

11 weeks ago1:04:00

1:04:00

In this episode, host Paul Barnhurst, aka The FP&A Guy , looks into the challenges and opportunities in financial planning and analysis (FP&A) within startups and high-growth companies. He is joined by Lauren Pearl who is an experienced fractional CFO and podcast host. They explore how finance professionals can thrive in the ever-evolving landscape of early-stage businesses, leveraging financial modeling, strategic thinking, and communication skills. Lauren Pearl brings a wealth of experience in operational finance, entrepreneurship, and advisory roles. She has grown startups from concept to scale, worked as a CFO at tech companies, and now runs her own fractional CFO consultancy. Her unique background also includes hosting Growth Minded CFO , where she speaks with finance leaders about driving growth and innovation. Expect to Learn: Why financial modeling is a feasibility study, not just a forecast. Strategies to simplify complex finance concepts for founders and non-finance professionals. How to craft models that focus on usability, speed, and strategic decision-making. The importance of understanding and addressing the unique needs of various departments. How listening and adapting to your audience can elevate FP&A’s impact. Here are a few relevant quotes from the episode: “Finance isn’t just about numbers; it’s about translating those numbers into something actionable for the entire organization.” - Lauren Pearl “If I were to define FP&A in one sentence, it’s the financial engineering of past, present, and future decisions.” - Lauren Pearl “You can’t force people to care about finance, but you can present it in a way that resonates with their priorities.” - Lauren Pearl Lauren’s emphasis on the importance of usability, communication, and empathy highlights how finance professionals can create meaningful impact. Her career journey underscores the value of adaptability and collaboration in today’s dynamic financial landscape. FP&A Your Way with Paris Technologies: PARIS Technologies delivers an enterprise planning platform in Excel, which makes FP&A work a breeze! Centralize and consolidate cloud data into a self-service, collaborative modeling environment featuring the everyday spreadsheet. Visit PARIS Tech for FP&A Your Way ! Follow FP&A Tomorrow: Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Lauren: Website - https://www.laurenpearlconsulting.com/newsletter LinkedIn - https://www.linkedin.com/in/laurenepearl/ Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy Enroll for Wharton Online 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 [01:36] - Introduction to the Episode [06:40] - Lauren’s Journey to FP&A and Entrepreneurship [09:51] - Challenges of Financial Modeling for Startups [16:09] - Educating Founders on Finance [25:27] - Finance as a Partner, Not Just a Function [36:40] - Simplicity and Usability in Modeling [39:42] - Lessons from Hosting a Podcast [50:45] - Rethinking Budgeting for High-Growth Companies [56:04] - Getting to Know You Segment [01:00:05] Closing Thoughts and Contact Information…

FP&A Tomorrow

1
How Finance Professionals Can Build Success in Corporate Spin-Off Transformations with Jens Gutberlet 51:29

12 weeks ago51:29

51:29

In this episode, Host Paul Barnhurst, aka The FP&A Guy, explores the complexities of corporate spin-offs with guest Jens Gutberlet. They focus on Kenvue’s remarkable journey of separating from Johnson & Johnson with strategic reasoning and organizational transformation. This discussion highlights the challenges and opportunities that arise when creating a standalone company from a global giant. Jens Gutberlet is a seasoned finance leader with over 15 years of experience in multinational consumer goods companies like Henkel, Edgewell, Johnson & Johnson, and now Kenvue. Based in Toronto, Jens has spearheaded major transformation projects, including two large-scale company separations. His expertise in FP&A and organizational change shines through as he shares his insights from Kenvue’s historic spin-off. Expect to Learn: Why Johnson & Johnson decided to spin off Kenvue and the strategic benefits of the separation. The key challenges and milestones in creating a new standalone company. How FP&A professionals can contribute to major transformation projects. The importance of mindset and communication during organizational change. Opportunities for improvement in finance systems and processes during spin-offs. Here are a few relevant quotes from the episode: "Understanding the 'why' behind a transformation is crucial for keeping people engaged and motivated." - Jens Gutberlet "Managing cultural and people aspects during transformation is often harder than tackling technology." - Jens Gutberlet "The key to success is breaking down massive projects into manageable, bite-sized steps." - Jens Gutberlet Jens emphasizes the importance of communication, strategic thinking, and adaptability in navigating the complexities of organizational change. For FP&A professionals, spin-offs are a unique opportunity to shape the future of a company and build robust financial systems. 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 Follow FP&A Tomorrow: Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Jens: LinkedIn - https://www.linkedin.com/in/jens-gutberlet/ Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguy Enroll for Wharton Online 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 [01:28] - Introduction to the Episode [03:24] - Defining FP&A Excellence [05:41] - Lessons from Consulting [09:26] - Kenvue’s Creation [17:02] - Transformation Challenges [23:59] - Cultural Considerations [26:44] - Technology Transformation [33:39] - Advice for FP&A Professionals [37:49] - Mindset for Success [50:34] - Wrap Up and Closing Comments…

FP&A Tomorrow

1
How Generative AI is Revolutionizing FP&A Processes for Financial Leaders with Bryan Lapidus 52:59

13 weeks ago52:59

52:59

In this episode of FP&A Tomorrow , Paul Barnhurst discusses the ever-evolving field of financial planning and analysis (FP&A) with Bryan Lapidus. They explore the shift from traditional roles to value-driven finance. The discussion focuses on the rising importance of generative AI, and examines the essential skills needed for success in the field. Bryan Lapidus is the Director of the Association for Financial Professionals (AFP) and a leading voice in the FP&A community. With decades of experience spanning senior roles, an MBA from NYU, and a history of helping finance professionals elevate their skills, Bryan brings a wealth of knowledge on FP&A trends, certifications, and technological advancements. Expect to Learn: The evolution of FP&A and how specialization is reshaping the field. The critical role of generative AI in finance and practical advice for adoption. How the FP&A certification can boost career growth and salary potential. Differences between value-creating and control-focused CFOs and why it matters. Key technical and soft skills to thrive as an FP&A professional. Here are a few relevant quotes from the episode: "To excel in FP&A, you need the why, the what, and the how: why we allocate capital, what we deliver, and how we use technology and people." - Bryan Lapidus "When finance focuses solely on controls, it limits its ability to contribute to the company’s growth." - Bryan Lapidus "The rise of data analytics in FP&A means more roles require coding knowledge like Python and SQL." - Bryan Lapidus In this episode, Bryan Lapidus shares the transformative impact of technology, and the skills that define the role of FP&A. He emphasized the importance of value creation, specialization, and adopting tools like generative AI while staying grounded in foundational skills. 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 Bryan: LinkedIn - https://www.linkedin.com/in/bryan-lapidus-fpac/ 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] - About Bryan Lapidus [03:04] - Defining FP&A [06:30] - Challenges in FP&A [10:30] - Bryan’s Career Journey [14:51] - AFP Overview [19:09] - AI’s transformative potential [29:55] - FPAC Certification Value [32:59] - Value-creating vs. Control-focused CFOs [39:46] - FP&A Standard Questions [50:36] - Advice for FP&A Professionals…

FP&A Tomorrow

1
Effective Communication and Strategic Thinking for FP&A Professionals with Carl Seidman 59:28

14 weeks ago59:28

59:28

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. Expect to Learn: 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…

FP&A Tomorrow

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Storytelling Skills for FP&A Professionals to Elevate Business Partnering with Greg Adams 56:03

15 weeks ago56:03