Finance leader Marc Levine of Tanium discussing the areas of business where Financial Planning and Analysis (FP&A) professionals are currently being deployed at Tanium. As always, our intent is to snare (spotlight) a new metric or measure from Tanium CFO Marc Levine‘s list of top of mind numbers – but along the way Tanium’s finance leader provided us with a taste of […]
805: When the Flywheel Begins to Spin | Chris Greiner, CFO, Zeta Global
It was not long after Chris Greiner became CFO of IBM’s fast-growing Analytics Division that the gravitational pull that IBM had maintained on Greiner’s finance career-building began to give way. While his new divisional CFO title more than validated his 7-year career investment with the company, Greiner—like many divisional finance chiefs—discovered the next rung of…
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On LOCATION with FP&A Leader Michael Zambetti of National DCP
“Ever worry about the Dunkin supply chain? Here’s some peace of mind. Thanks again to Michael Zambetti, CFA of National DCP, LLC for allowing me to intrude on his afternoon and serve up my questions at Planful Perform 2022 underway at The ARIA in Las Vegas. ” – Jack Sweeney
On LOCATION with FP&A Leader Robby LeBourveau of ProMach
ProMach designs, manufactures, and integrates packaging solutions and its success =growth = scaling = planning = one busy Robby LeBourveau (and team)….
Ep 11: Getting a Read on the World’s New Realities
Steve and Jack talk about the volatile business environment and what it means for business planning professionals. Featuring commentary and FP&A insights from Planning Aces: CFO Will Johnson of Iterable, CFO Adam Ante of Paycor, CFO Ryan Van Hatten of Prophix and CFO Steve Vintz of Tenable.
801: The Founder and the Future | Ryan Van Hatten, CFO, Prophix Software
Perhaps few CFO career paths better reveal the advantages a founder-led firm may offer career-minded executives than that of Prophix CFO Ryan Van Hatten. Back in 2016—when the firm's previous CFO exited the company—Prophix's founder and CEO, the late Paul Barber, asked Van Hatten, an 11-year company veteran, to step into the CFO office until…
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Ep 10: Getting in Deeper
Steve and Jack discuss how successful financial planning teams are always looking to “get in deeper” and help their organization’s extend their lines of sight. Featuring commentary and FP&A insights from Planning Aces: CFO Adriana Carpenter of Emburse, CFO Kent Kelley of Unanet and CFO Brandon Maultasch of Moloco. Kent Kelley—a 15-year Oracle veteran whose […]
Ep 9: Expecting the Unexpected
Steve and Jack discuss how finance professionals must give more thought to how they communicate “the news” inside their organizations in order to avoid being cast by other functional teams as “the bearer of bad news.” Featuring commentary and FP&A insights from Planning Aces: CFO Russ Porter, CFO, IMA, CFO Nipun Soni of BillionToOne and […]
778: Finance: Not a Function but a Profession | Russ Porter, CFO, IMA
Looking back on the 28 years that he spent inside IBM’s finance function, Russ Porter notes that his career climb paralleled the evolution of FP&A inside the giant technology provider. Turn back the clock to the early to mid-1990s and, Porter tells us, many of IBM’s FP&A professionals were more or less serving as budget…
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Ep:7 Increasing the Velocity of Your Flywheel
Steve and Jack are joined by friend of Planning Aces Bryan Lapidus, who is today director of the FP&A Practice for the Association for Financial Professionals (AFP). Bryan discusses 2022 planning priorities, while offering guidance to FP&A teams tasked with helping their organization advance into the new year’s uncertain environment. This episode features commentary and […]
768: How Real-Time Data Is Changing the Performance Conversation | Michael High, CFO, Deep Water Gulf of Mexico, Shell
Back in 2012, when Michael High was heading up corporate planning across 30 countries for Shell, the energy company’s CFO made it known that it was time for Shell’s business leaders to reconsider their ritual of renegotiating annual business targets. To that end, Shell’s finance leader let it be known that the business units could…
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Ep 6: The Speed of Trust
Steve and Jack discuss how building trust may be an FP&A professional’s greatest skillset. Featuring commentary and FP&A insights from Planning Aces: CFO Puneet Pamnani of KORE Wireless, CFO Robert Alvarez of BigCommerce & CFO Dave Bernhardt of SentinelOne.