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Tag Archive for: Financial Modeling

What Does an FP&A Consultant Do? A Practical Guide

September 27, 2026/by Sarah Schlott

“FP&A consultant” is one of those job descriptions that can mean almost anything. Build a forecast. Fix a model. Help with the budget. Prepare something for the board. Figure out why margins are falling. Untangle a reporting process that apparently requires three people, six spreadsheets and one person who absolutely cannot take vacation. All technically […]

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How to Review a Financial Model Before You Trust It

September 27, 2026/by Sarah Schlott

I don’t start reviewing a financial model with the formulas. This occasionally bothers people. They’ve spent a lot of time building those formulas. There may be nested IF statements. INDEX MATCH. XLOOKUP. Maybe something involving OFFSET that nobody wants to discuss. I’m sure it’s all very impressive. I want to know why revenue grows 12%. […]

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Latest Posts

  • What Does an FP&A Consultant Do? A Practical Guide
  • How to Review a Financial Model Before You Trust It
  • 13-Week Cash Flow Forecast: A Practical Step-by-Step Guide
  • FP&A Forecasting Process: A Practical Step-by-Step Guide
  • How to Build an FP&A Function From Scratch: A Practical Guide
  • How Past Experiences Help Us Learn New Things
  • Things I Notice When a Finance Function Isn’t Working
  • I Have Trust Issues With Beautiful Financial Models
  • Good News Makes Me Nervous
  • Finance Is Supposed to Know the Business. Somehow We Made That Optional
  • The Budget Was Approved Long Before the Meeting
  • 8 Financial Mistakes Women in Their 40s Make—and How to Fix Them (2026 Guide)
  • Jobless Claims Fell Below 200,000
  • The Most Dangerous “Modern” Excel Formula: =UNIQUE()
  • The Most Dangerous Excel Formula in Finance
  • The Quiet Revolution: AI in FP&A 2025
  • I Didn’t Choose the Spreadsheet Life — The Spreadsheet Life Chose Me
  • The night before our board meeting, the ARR report didn’t tie out.
  • We rebuilt our churn model after it lied to us — in front of the board.
  • Some days being a SaaS CFO feels like air traffic control — but every plane is on fire.
  • Your ERP isn’t scaling — it’s staging a coup.
  • Your forecast isn’t broken. Your assumptions are drunk.
  • The night before the board meeting, my forecast broke.
  • We rebuilt our churn reporting last quarter—because it burned us in a board meeting.
  • Your calendar isn’t full because you’re important. It’s full because you’re reactive.
  • Your ERP isn’t scaling. It’s gaslighting you.
  • Your forecast isn’t wrong. It’s just lying to you politely.
  • The Hidden Cost of “Free” AI: What You’re Really Trading Away
  • Market Regulator Furloughs: Lessons for FP&A Oversight
  • AI for Account Reconciliations: Automating Month-End Close with ChatGPT
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