Margin Maximizers brings big business smarts to Medium Enterprises. In each episode, Soonah and Karen reveal the secrets to increasing your business's profits through an operational approach.
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FP&A Today is the podcast for Financial Planning and Analysis. The weekly show dives into the challenges and opportunities within the world of FP&A, interviewing FP&A leaders, CFOs and other finance pros in order to give you the freshest insights and takeaways. Each week our top guests provide actionable advice about financial planning and analysis – from career goals to navigating challenges, and powerful Excel tips. Our weekly show provides unrivalled insights for navigating FP&A. FP&A Tod ...
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The podcast for finance professionals tasked with taking their businesses to new heights.
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FutureView Finance Fireside Chats are hosted by John Baule, a seasoned CFO, and co-founder of FutureView Systems. Our Finance Fireside Chats cover a variety of topics of interest for accounting and finance professionals including trends, insights, analysis and best practices.To learn more visit us at https://www.futureviewsystems.com/
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Performance Canvas Financials brings you a deep, sophisticated, and easy-to-use FP&A solution that promises to streamline and intelligently automate your entire FP&A process from end to end. Performance Canvas Financials is a unified and easy-to-use software for financial reporting & analysis, consolidation, dashboarding, budgeting & planning. It is an add-on software to your existing ERP system that will allow you to take full control of your financial planning & analysis process.
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Soonah and Karen work without a net for the first time as they welcome their first guest onto the show. Rod Peters from Eventum Optimum brings his expertise to Margin Maximizers, and this episode shouldn't be missed. A little about Rod - Rod commenced work as an accountant in public practice before moving to ASIC as a financial investigator for 7 y…
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How to sell your report successfully- with Skip Kastroll
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Skip Katroll is Senior Director, Insights and Analytics at AmPhil. AmPhil helps big-name nonprofits raise more money and advance their missions. This episode is packed with practical and honest insights and takeaways you can apply to your day job. Skip gives the inside story on creating and selling a report at Amphil, "Unlocking the Secrets of Lost…
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The power of flexibility in your FP&A career - Laura Bloom
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Laura Bloom started as as a contracts manager for an air cargo company. In a dramatic switch she moved to accounting, then finance and FP&A at top companies including Dotmatics, Salesforce Comcast, and is now senior finance manager at Icertis, a SaaS platform for AI-powered contract intelligence. In 2023 she founded Impact FP&A specializing in Go-T…
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Ep 38: Strategic Relationship Building in FP&A
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In this episode of Planning Aces, Jack Sweeney and Brett Knowles discuss the evolving role of FP&A professionals, emphasizing the importance of relationship-building and strategic collaboration within organizations. As summer ends and fall approaches, Brett predicts a surge in business activity, particularly as companies rush to meet year-end objec…
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The last frontier: Getting FP&A from Back Office to Brilliant - Daniel Paik
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Former CFO Daniel Paik, turned founder and CEO of CuroWork is at war on back office functions. He vows to “transform back-office departments from cost centers to profit centers” with FP&A in their sights. He says: “I call the back office the last frontier. We are the only ones not measuring ourselves. Therefore we get crap given to us every single …
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For the ninth episode of Margin Maximizers, we try something slightly different with a CLIP SHOW—a little "best of" that takes you behind why Karen and Soonah started Margin Maximizers. We discuss: One Source of Truth The User Experience Common Pitfalls At the end of the episode, we have a sneak peek of what's up next—spoiler alert—it's a guest! If…
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Selling the Stack: Tyler Caskey, Partner at TheBeanCounters
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CFO and Partner, Tyler Caskey loves hunting down and automating manual processes, installing better systems, and redesigning how information is gathered. He adds: “On average I can cut 40% of the time cost out of most finance and payroll teams within 12 months. And with the 40% saved time they can significantly reduce error rates and start to show …
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Breaking the Barriers - Outsourcing your Finance Dept.
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In this eye-opening episode titled "Breaking Barriers - Outsourcing your Finance Dept." we delve into the transformative impact that outsourced CFO and FC services are having on the financial management of small to medium businesses. Starting with an overview of the traditional in-house model, the episode shares compelling real-life examples of bus…
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Getting to an amazing FP&A Data story – Brandon Wilson
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Continuing our “Masters of FP&A Data” series, we have the privilege of hosting Brandon Wilson, Founder and CEO of Steady Dynamic. Brandon works with clients from early-stage startups to Fortune 500 companies giving expertise to those who lack experience building digital solutions. He encourages big ideation, assuming technology can solve any proble…
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Getting more wins from your data - with Nicholas Mann
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Nicholas Mann, founder and CEO Stratos Consulting, has got the best out of the data for hundreds of companies. He has helped data and analytics leaders go from siloed, heterogeneous data source to a modeled data warehouse and analytics platforms. In this awesome analytics episode he shares some of his experiences: Getting companies on their data jo…
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The Power and Connectivity of a Skilled CFO and FC for your Business
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In this latest episode of the Margin Maximizers Podcast, Soonah and Karen explore the symbiotic roles of the Chief Financial Officer (CFO) and Financial Controller (FC). Together, they explore how CFOs and FCs collaborate to enhance strategic business decisions and financial operations. The discussion starts with a clear definition of each role, fo…
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20 years of top FP&A (from Amazon to Siemens and everything in between)
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Maria del Dado Alonso Sanchez, a recognized and respected Board Member and Chief Financial Officer for large & mid-cap companies has been a finance leader in sectors including e-commerce, technology, gaming ad tech, and online hospitality. She says: “Each sector really presented its unique financial challenges and strategies.” Learn invaluable less…
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Ep 37: Navigating Communication Challenges
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Brett & Jack discuss the commentary and insights of three accomplished CFOs (Sandeep Aujla from Intuit, Shelagh Glaser from Synopsys, and Seth Wunder from Acorns), while highlighting their distinct approaches to strategic finance, organizational structure, communication, and business growth. While all three Planning Aces highlight the importance of…
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For the Love of FP&A: Christian Wattig
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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…
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The Margin Maximizers Focus - Part 2
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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…
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The Art of Finance: Joe Knight on Demystifying Numbers to Empower Businesses
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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…
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When AI Outperformed Financial Analysts – Alex Kim
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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…
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The Margin Maximizers Focus - Part 1
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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 …
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Ep 36: Standardize, Streamline & Scale
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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…
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How to get on CFO headhunters’ radars and win your next role
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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…
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Fortune 500 to Startups: Multi-industry FP&A Leader Geetha Ramachandran
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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…
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Financial Fumbles and their Solutions
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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…
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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…
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Profitability and Cash Flow Management For Small and Medium Sized Businesses
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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 …
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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 …
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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 TruthAutor: Resonance Media Agency
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FP&A as Business Intelligence – Len McFall
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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…
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Ep 35: Why "Finance People & Analysis" is the New FP&A
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My Adventures in Finance Real Estate: From Whistleblowing Fraud to Big Wins for Residents
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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 …
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Ready FP&A One: From Assassin’s Creed to Battling Big Budget Bosses – David Fortin
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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…
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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 …
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The FP&A Playbook from Nestlé, Mars, Kraft Heinz and Amazon: Swati Bagri
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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…
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Forecasting and Leading (FP&A) in Las Vegas
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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…
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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…
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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…
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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. …
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The FP&A Life at GE, Microsoft–and Now Google
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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…
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Formula for FP&A success at high-growth companies: Greg Lopez
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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 …
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Data analytics and AI for FP&A teams – with Nathan Bell
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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…
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Ep 33: Driving Value Beyond the Balance Sheet
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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…
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How to Light up FP&A Telecoms - Tory Bauman, VP FP&A Zayo
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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…
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The Big Handover: Paul Says Goodbye and Chats With New Host Glenn Hopper
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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…
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Leaving FP&A at billion dollar companies to become a top Fractional CFO: Rosemary Linden ‘s amazing career journey
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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…
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Doing Capitalism Better: Cotopaxi CFO Gary Bowen
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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…
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From Leading Data Science at Facebook to becoming a CEO: Kat Orekhova
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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…
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FP&A Bliss from Pepsi to Lindt: Tolga Hocanin
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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…
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Ep 32: Operating ON and IN The Business
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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…
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How FP&A and Rev Ops Can work Together to Drive Value
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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…
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How Finance Can Be a Strategic Business Partner
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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…
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Andrew Lynch -the SMB Finance Guy-on Mentors, Skill Stacking, and why getting Fired Saved my Career
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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…
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