Let’s skip the pleasantries. If you’re in strategic finance and still fumbling around with basic formulas, you’re wasting time, missing insights, and burning credibility. I’ve seen it firsthand: high-performing FP&A teams with broken models, inconsistent logic, and bloated files that barely run. The fix? It’s not another dashboarding tool or AI-powered platform. It’s mastering the […]
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. Rolling forecasts, when done right, aren’t just a better planning tool—they’re a better way […]
I used to think we could scale our finance team with grit, hustle, and spreadsheets. And for a while, we did. Forecasts were living documents (in five tabs). We tracked cash burn on whiteboards. The budget was something I explained out loud more than I ever wrote down. Eventually, I realized that if we were […]