Let’s start with this: The CFO role isn’t what it used to be. Not even close. I remember sitting in a board meeting a few years back where the CFO proudly walked through the close process, the audit status, the budget variances, and the cash position—all buttoned up. The CEO thanked them and then immediately […]
There’s this idea floating around that forecasting is a young company’s game. Fast, agile startups pivoting on a dime. Old companies? Too slow. Too political. Too stuck in their ways. I used to believe that too. Until a friend of mine who works at a 120-year-old manufacturing company told me how they completely transformed their […]
Let me start with a simple truth that finance teams rarely say out loud: most reporting processes aren’t strategic. They’re reactive, redundant, and riddled with risk. And yet, we keep clinging to them like a CFO to their last clean version of Excel. I’ve worked across startups, mid-market firms, and corporate mazes. The pattern never […]
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 […]
FP&A consulting, forecasting, accounting support and finance strategy for CFOs and growing finance teams.