Sarah Schlott
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Sarah Schlott

About Sarah Schlott

Welcome—I’m Sarah Schlott, a finance professional with over 18 years of experience in FP&A, strategic modeling, and operational finance leadership. I’ve built this blog to share practical insights, tested frameworks, and lessons learned from years spent supporting high-growth SaaS, fintech, and private equity-backed companies.

Entries by Sarah Schlott

Excel

9 Ways a Pivot Table Can Make a CFO Cry in Public

Hey there… You’ve just run into members-only territory. But don’t worry — joining is totally free. No credit card. No gotchas. Just instant access. When you join the FP&A Insider Community, you’ll get: Free resources you won’t find anywhere else Updates on new FP&A strategies and tools A front-row seat to conversations with operators who […]

August 15, 2025/by Sarah Schlott
FP&A

When My FP&A Model Got So Big It Qualified for Its Own Zip Code

Every finance team has its Frankenstein—the spreadsheet that starts as a modest forecast and metastasizes into a corporate public works project. Mine began as a single tab. By Q3, it was a bureaucratic anthill with 184 tabs, a pivot table the size of a congressional bill, and lookup formulas twisted like the wiring in a […]

August 15, 2025/by Sarah Schlott
Notifications

Why I’m Trading LinkedIn Scroll Time for My Own Blog

LinkedIn Is a Casino Without the Free Drinks Ever notice that LinkedIn is basically a casino without the free drinks? I log in to “check a message” and three hours later I’m knee-deep in a 27-comment argument about whether CAC should be calculated with or without sales comp. A Blog I’ve Been Ignoring for Too […]

August 14, 2025/by Sarah Schlott
Excel

Why My VLOOKUP Has More Trust Issues Than My Ex

“If your forecast only works when you believe in it, it’s not a forecast—it’s a faith-based initiative.” It started with a spreadsheet.Doesn’t it always? One column of “Actuals,” one column of “Plan,” and a third column that looked like it was about to ghost me. That’s where VLOOKUP lived—dragged across 400 rows, promising to unite […]

August 14, 2025/by Sarah Schlott
Excel

The Pivot Table That Knew Too Much

It started as a harmless spreadsheet.A nice, clean workbook. Six tabs. No merged cells. A color palette you could take home to your mother. Then one day, it got… curious. You know how it is in SaaS finance. You build one pivot table to tidy up last quarter’s churn analysis, and suddenly it’s doing cross-tabulations […]

August 13, 2025/by Sarah Schlott
SaaS

SaaS Isn’t Dead. But the Lease Just Got Shorter.

A Response to Forbes’ “SaaS Ave” Piece by Daniel Newman It was Saturday morning.The dishwasher was still humming from last night’s half-hearted “we’ll clean up later” pact. My coffee was going lukewarm. My inbox had exactly two emails: a reminder from the dentist and a link from my husband with the subject line: “Thought of […]

August 11, 2025/by Sarah Schlott
FP&A

When My Forecast Triggered a Panic Hiring Spree: A Growth Model Overreaction

It started with an innocent tab in Excel. One that was supposed to be a simple quarterly forecast.One that, in my mind, would reassure leadership we were “on track.”One that—through no fault of my own—became the match that set the HR department on fire. By the end of the week, the company had committed to […]

August 10, 2025/by Sarah Schlott
Excel

Every Excel Shortcut Ranked by How Fast It Can Trigger a Midlife Crisis

Let’s be honest — no one wakes up thinking, “Today’s the day I completely lose my grip on reality because of a spreadsheet.” And yet, here we are.Because Excel doesn’t just store numbers.It stores your soul. In FP&A, shortcuts are supposed to make you faster.Instead, they just accelerate the moment you realize your life’s work […]

August 7, 2025/by Sarah Schlott
Excel

You Won’t Believe What This IF Statement Did to My Marriage

IF(logic_test, value_if_true, value_if_false) Was it the logic test?Was it the value_if_false?Or was it me? Hard to say now, sitting on the couch next to a husband who won’t make eye contact, because apparently, I “weaponized Excel again.” But I know this: somewhere between “just a quick model update” and “you built what??” I lost the […]

August 6, 2025/by Sarah Schlott
Excel

How to VLOOKUP Your Will to Live: A Beginner’s Guide

Let’s not pretend anyone enjoys Excel. You don’t crack open a spreadsheet because life is bursting with meaning. You open Excel the way a mid-century housewife opened gin at 2pm: quietly, with dread, and because someone just asked about KPIs again. So today, we’re doing something useful with it. We’re going to use Excel to […]

August 6, 2025/by Sarah Schlott
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