The Future of Finance is Listening

FP&A

ON LOCATION with Planful CEO Grant Halloran and Trintech President Darren Heffernan

Eighteen months after COVID microbes first began marching across the 50 states, business planning software developers have no shortage of business case examples to better expose the relevancy of their offerings.  Still, not every customer door that swings open leads to an avenue for success, according to Grant Halloran, CEO of FP&A developer Planful of…
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Ep 3: Making Your Next FP&A Hire

Steve & Jack talk FP&A hiring and the challenges related to connecting people spread across an organization. Featuring FP&A insights & commentary from Planning Aces: Ian Charles, CFO, Flexe, Beth Clymer, CFO, Job Case,  Mark Shifke, CFO, Billtrust, Mike Rasic, CFO, Synapse. Unedited Transcript Speaker 1:Hi, it’s Jack Sweeney, and I’m here with Steve player. […]

Ep 2: Evolving Your Metrics, Wall Street’s Point of View

Steve and Jack discuss how FP&A functions vary in size and mission, private vs public metrics, “decomposing” your metrics.  Featuring FP&A Insights & Commentary from Planning Aces Ross Tennenbaum, CFO, Avalara, Waifa Chau, CFO, Nylas Brad Kinnish, CFO, Aryaka. Unedited Transcript Speaker 0 (0s): Hi, it’s Jack. And I’m here with Steve Player. Steve, you […]

718: An Appetite for Impact | Sean Mulloy, CFO, Level Ex, Inc.

"Whenever you face setbacks and failures, view these as what they are—an opportunity to learn and grow. While talent and skill are certainly important, the most important skill is resiliency." –CFO Sean Mulloy When asked when he knew that he wanted to become a chief financial officer, Sean Mulloy tells us that he knew from…
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Ep 1: A Cut Above FP&A | Planning Aces

This Episode Features FP&A Insights & Commentary from: Chad Gold, CFO, SalesLoft Maria Manrique, CFO, O’Reilly Media Harmit Singh, CFO, Levi Strauss & Co. Andrew Kenny, CFO, Scoular Unedited Transcript This podcast has been made possible by Prophix software inside the financial planning and analysis realm. Long days often turn into long weeks for finance […]

708: Making FP&A Your Cross-Functional Glue | Waifa Chau, CFO, Nylas

Several actions proved key as Waifa Chau advanced from financial planning and analysis (FP&A) roles to chief financial officer positions. Collaborating with other functions, gaining an in-depth understanding of the overall business, and helping his colleagues to understand how FP&A benefits an organization have driven his success, says Chau, currently CFO with Nylas, Inc., a…
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703: Driving Future Performance | Harmit Singh, CFO, Levi Strauss & Co.

When it comes time for Harmit Singh to brief Levi Strauss & Co.’s management team regarding the latest performance results, Levi’s CFO will often share a briefing document that features a front page bearing the heading “What’s Working and What’s Not.” “It’s more difficult to understand what’s not working, and it’s the ‘What’s not’ that…
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688: Ready for Takeoff | Kevin Ingram, CFO, FM Global

Back in 2014, when FM Global wanted to entice finance executive Kevin Ingram to move back to the U.S. from England, the UK finance director was offered a position that no one at the company had ever heard of before.    “My CEO came to me and said, ‘It’s called Senior Vice President of Corporate…
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Growth-Minded CFOs Weigh The Costs Of Forecasting Rigor

This article was originally published on Forbes.com Thinking back to his investment banking days at Deutsche Bank, Brad Kinnish recalls having had a number of awkward conversations with corporate CFOs about their finance teams’ forecasting rigor. Kinnish, who stepped into a CFO role at Aryaka Networks in early 2020, no doubt finds himself replaying these […]

671: Why the Best-Laid Plans Are Continuous | Shane Hansen, CFO, Planful

It was a meeting that Planful CFO Shane Hansen tells us he was not looking forward to. The SaaS developer’s FP&A team had discovered a “fairly large” forecasting error, and Hansen deemed it necessary to brief Planful CEO Grant Halloran on the matter. So, as planning teams are apt to do, Planful’s FP&A crew performed…
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605: When Finance Sings a New Tune | John Cappadona, CFO, School of Rock

Unlike the music artists and instructors recruited by School of Rock to provide music lessons at its 270 locations around the globe, John Cappadona was first hired by the firm to provide a crash course in accounting. “The day I joined, my controller and I walked through the door together not knowing anything,” explains Cappadona,…
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582: Fortifying Your FP&A Footing | Robert Richards, CFO, Centauri

Recalling a meeting that took place years ago at an industry conference, CFO Robert Richards remembers that the East Coast sales executive’s face suddenly dropped. At the time, Richards was more or less his company’s de facto CFO after the company’s finance leader had departed in the wake of the firm defaulting on certain loans.…
Listen to the Episode Below (00:56:12)
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