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

Finance, 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, 2025/1 Comment/by Sarah Schlott
Excel, Finance

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, 2025/1 Comment/by Sarah Schlott
Excel, Finance

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, 2025/1 Comment/by Sarah Schlott
Finance, 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, 2025/1 Comment/by Sarah Schlott
Finance, 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, 2025/1 Comment/by Sarah Schlott
Excel, Finance

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, 2025/1 Comment/by Sarah Schlott
Excel, Finance

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, 2025/1 Comment/by Sarah Schlott
Excel, Finance

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, 2025/1 Comment/by Sarah Schlott
Finance, Podcasts

What a 13-year-old babysitter taught me about financial leadership

You don’t forget the first time you’re left in charge of someone else’s chaos. For me, it was a suburban living room full of Goldfish crumbs and sticky Legos. I was 13. My older sister—a seasoned babysitter with a Rolodex of wealthy neighborhood clients—was passing the torch. I asked the question every first-timer asks.“What do […]

August 1, 2025/1 Comment/by Sarah Schlott
Excel, Finance

7 Excel Functions That Will Replace Your Therapist (and Probably Your Job Too)

By Someone Who’s Been Held Hostage by a Circular Reference Since 2020 At some point in the past ten years—no one’s exactly sure when—therapy got outsourced to Google Sheets and SaaS dashboards. The budget got cut, the benefits evaporated, and suddenly your emotional stability was being maintained by a locked cell and a conditional format. […]

July 24, 2025/1 Comment/by Sarah Schlott
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  • The FP&A Calendar: Build a Finance Rhythm That Leaves Time to Think
  • How Often Should You Update a Financial Forecast?
  • Capital Expenditure Forecasting: The Annual CapEx Number Is Not the Forecast
  • Gross Margin Forecasting: Revenue Can Be Right and the Economics Still Be Wrong
  • Forecast Assumptions: The Model Should Remember What Changed
  • Working Capital Forecasting: Why the P&L Can Be Right and Cash Still Be Wrong
  • Operating Expense Forecasting: Stop Treating Every Cost the Same
  • Month-End Close and FP&A: When Are the Actuals Actually Ready?
  • Ad Hoc Reporting in FP&A: When the Same Quick Question Keeps Coming Back
  • Headcount Forecasting: Why Approved Hires Keep Breaking the Plan
  • Management Reporting Pack: What CFOs Actually Need Every Month
  • Budget Variance Analysis: How FP&A Finds What Actually Matters
  • FP&A Software vs. Excel: When Has Finance Actually Outgrown Spreadsheets?
  • What Is FP&A? A Practical Guide to Financial Planning & Analysis
  • FP&A Software: When Does Your Finance Team Actually Need It?
  • Driver-Based Forecasting: How to Find the Right Business Drivers
  • Financial Forecasting Methods: How to Choose the Right One
  • Financial Scenario Planning: How FP&A Can Build Scenarios That Actually Help Management
  • AI Agents in Finance: What Should CFOs Actually Let Them Do?

Sarah Schlott

FP&A consulting, forecasting, accounting support and finance strategy for CFOs and growing finance teams.

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FP&A

FP&A ConsultingForecasting & PlanningScenario Modeling & Decision SupportManagement ReportingCash ForecastingFP&A Function & Finance SystemsVariance AnalysisKPI DashboardsBoard ReportingFP&A for PE-Backed CompaniesOrlando FP&A Consulting

Accounting

Accounting ServicesAccounting & Bookkeeping SupportMonth-End Close & Financial ReportingFinancial Statements & ReportingAccounts Payable SupportAccounts Receivable SupportAccounting Cleanup & Catch-UpOrlando Accounting Services
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