Tag Archive for: KPI

The 5 Most Common Mistakes I See in Financial Models—and How to Fix Them

Financial modeling, when it’s good, is like jazz—dynamic, structured, and intentional. When it’s bad, it’s a car crash on the freeway: you can’t look away, and everyone’s pretending it’s still moving forward. I’ve reviewed hundreds of models in my career, from scrappy startup decks to nine-figure buyout scenarios. Some were elegant. Many were… not. The […]

Top 10 Principles for Transforming FP&A Towards Long-Term Value Creation

It’s been said a hundred times in every boardroom I’ve ever sat in: “We need to be more strategic with our planning.” Great. But what does that actually mean in a world where financial planning and analysis (FP&A) is still, in many places, little more than spreadsheet jockeying dressed in quarterly PowerPoint suits? I’ve watched […]