The worst forecast I ever delivered was also the most “accurate.”It hit the board with a 1.2% variance to actuals. Applause. Confetti. CFO high-fived me in the hallway.And yet—I knew, standing there with my little Excel trophy—I had failed. Because what didn’t happen? We didn’t see the customer flight risk.We didn’t reroute spending early enough […]
I’ve been in finance long enough to remember when FP&A was the last to be invited to the big meetings—if we were invited at all. We were the spreadsheet people. The ones who showed up late in the process to confirm what everyone else already decided. That version of FP&A is dying. And in 2025, […]
It started, as most modern corporate absurdities do, with a single sentence in a leadership Slack thread: “Do we really need Excel for this?” Cue the floodgates. Someone (from Marketing, naturally) posted a Medium think piece on how “spreadsheets are a relic of the past.” Someone else chimed in about their nephew using Notion for […]
Here’s the truth most FP&A leaders won’t say out loud: the majority of financial models aren’t built for decision-making. They’re built for optics. They exist to be opened in board meetings, skimmed over by execs, and bookmarked as evidence that Finance is doing its job. But when Sales wants to run a hiring scenario or […]
Let me be honest: budgets are broken. At least, the traditional kind. You know the one: twelve-months-in-advance, set-it-and-forget-it, rooted in last year’s numbers, built to please the board rather than steer the business. I’ve built those. I’ve torn them apart, too. If you need the mechanics of the method, start with my rolling forecast guide. […]
FP&A business partnering gets described in a way that makes it sound more mysterious than it is. Put Finance closer to the business. Become strategic. Influence decisions. Great. Then Monday arrives and FP&A spends six hours refreshing reports, two hours reconciling headcount, and the rest of the day asking department leaders why their forecast inputs […]
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