FP&A Today - podcast cover

FP&A Today

Glenn Hopperwww.datarails.com
FP&A Today is the podcast for Financial Planning and Analysis. The weekly show dives into the challenges and opportunities within the world of FP&A, interviewing FP&A leaders, CFOs and other finance pros in order to give you the freshest insights and takeaways. Each week our top guests provide actionable advice about financial planning and analysis – from career goals to navigating challenges, and powerful Excel tips. Our weekly show provides unrivalled insights for navigating FP&A. FP&A Today is brought to you by Datarails. Datarails is the AI-powered Financial Planning and Analysis platform for Excel users.
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Episodes

Riding the roller coaster of finance: Mykola Chyzhevskyi, Merlin Entertainment

Mykola is Finance Business Partner at Merlin Entertainments – offering some of the most popular attractions in the world including LEGOLAND Resorts, Thorpe Park and Alton Towers. Merlin welcomes more than 62 million guests annually to its diverse global estate in over 20 countries. Before Merlin, Mykola spent several years as a finance director at a fast-growing law firm, where the business tripled in size in just a few years. In this episode: Finance in a law firm - getting from technical finan...

Mar 19, 202640 minEp. 199

From Creation of Accounting Standards to Building an AI tool - Adam Hibbs

Adam Hibbs has pretty non-linear paths into finance:New Zealand telecom regulator, OfCom, Vodafone, Cable & Wireless, UK Ministry of Defense, and now Global Director of Commercial Strategy at AICPA & CIMA. Financial modeling, commercial contracts, cloud infrastructure, and leadership across blue-chip organizations was preparation for building Josie, that is AICPA & CIMA's generative AI tool for accounting and auditing. In this episode: What makes Josie genuinely different from ChatGP...

Mar 16, 202657 minEp. 198

FP&A vs Accountants in an AI era - with Accountant Emily Feinstone

Emily Feinstone is an accounting manager at Eventus Advisory Group and unusually tech-forward in how she works. Emily spends her days building better processes, automating repetitive finance workflows, and making high volume operational data usable. And instead of opting for a traditional CPA first route after 20 years of experience, she is pursuing a degree in data science: “ I want to be the one that teaches the AI and not the one that is replaced by AI. I want to be the one that knows how to ...

Mar 12, 202652 minEp. 197

After the Gold Rush: The $75M Operation behind America's Hockey Champions

The history-making USA Hockey won golds (and millions of fans in the process) at Milan’s Olympic Games. But behind the on-ice glory is a $75 million organization with a finance function as disciplined as its players. Kelly Mahncke , CFO of USA Hockey, joins Glenn Hopper and FP&A Today to pull back the curtain on what it takes to fund the gold-winning national hockey program — with business interests from memberships and sponsorships to restaurants and insurance. Kelly traces her own journey ...

Feb 23, 202648 minEp. 196

How to ignore the loud numbers and listen for the quiet risks: Sahil Kamani

Sahil Kamani, is a Berlin-based senior finance leader and FP&A professional at Ellie (Volkswagen Group), Starting at a credit rating agency in the wake of the 2008 financial crisis — inspired, fittingly, by a fascination with the documentary Inside Job — Sahil moved through regulation, capital markets, and an MBA before pivoting into operational finance In this episode: Being the person handing out credit ratings Cash burn and the KPIs that matter most in a turnaround What bankers and regula...

Feb 20, 202653 minEp. 195

What an AI-Native General Ledger Means for FP&A: John Glasgow

John Glasgow, is the founder, CEO and CFO of Campfire AI native ERP with more than $100m in funding, built to help high growth companies close faster, get richer visibility from their accounting data, and scale. John brings his insights as an operator who has spent time in FP&A and strategic finance, including at Adobe and an executive at Invoice To Go, leading that finance company to a $625 million sale to bill.com. Campfire came out of firsthand frustration with legacy ERPs and a need to r...

Feb 16, 202652 minEp. 194

Perspectives from Controller, FP&A, CFO and Gartner: Marko Horvat

Marko Horvat has been a public accountant, Controller, head of FP&A and CFO, as well as VP in Gartner's research and advisory practice, specializing in topics most relevant to CFOs and finance transformation. In this episode he talks: Interplay IT and CISO and organizational politics (“if it runs on electricity, it’s ours”) CFO skillsets gap Real change in CFO’s Office with AI (audit pattern recognition to forecasting) Last mile transformation in finance Mindset, skillset, toolset transforma...

Feb 05, 20261 hr 4 minEp. 193

35 Years in Finance and constant change: Troy Anderson CFO at Kelly Services

Troy Anderson is CFO of Kelly Services, a staffing solutions provider to various industries, who has spent his career driving transformation across some of the most complex business environments. Before joining Kelly, he served as CFO at Universal Technical Institute, where he helped double revenue over five years through a mix of organic growth and strategic acquisitions. Earlier in his career, he held senior finance leadership roles at Conduent, a $6billion player (bought by Xerox). Conduent l...

Jan 29, 202646 minEp. 192

The Future of the AI-Native ERP Stephen Hedlund, Rillet

Stephen Hedlund is head of finance at Rillet, an AI-native ERP which has raised over $100million from Sequoia and Andreessen Horowitz. In Steven’s words Rillet is “building the modern NetSuite.” In this episode: How Isaac Asimov’s Foundation helped me discover finance Experience from enterprise at Walmart to building startups Go-to-market (marketing) to Head of Finance Gillet The moat for leading ERPs and our strategy Being the ICP and marketing voice for Rillet “To succeed, planning alone is in...

Jan 21, 202649 minEp. 191

Building back Trust Between CFOs and CROs: Eddie Reynolds

Eddie Reynolds, CEO of UnionSquare Consulting, opens up about the often-fraught relationship between CFOs and CROs. Eddie shares insights from his unique journey—from banking and private equity to being an account executive at Salesforce which forecast within 5% accuracy despite 30%+ growth. The conversation tackles the critical disconnect between finance and go-to-market teams: Why do CFOs struggle to trust CRM pipelines? What breaks when companies hit $50-100M in revenue? In this episode: How ...

Jan 11, 202653 minEp. 190

From Flight Deck to Finance: Bobby Bray on Military Precision in Analytics and FP&A

Bobby Bray brings his perspective from more than 20 years in banking and consulting with Capital One, Oliver Wyman, and Regions Bank. The retired Navy Captain with four commands talks about strategic decision-making under pressure, working with Fortune 150 C-Suite executives, and the rigor required in FP&A. He says: “To use an aviation term you need to be able to follow the drop of gas through the engine and understand the different cogs in the engine that turns a drop of gas into thrust, bu...

Dec 31, 202553 minEp. 189

Demystifying the Role of the CFO in Growth Stage Companies: Rick Smith

Five-time CFO Rick Smith has led finance at companies including inVentiv Health Communications, Exos, Parchment, Solera Health before founding Bonfire advisory. He is also the author o fDemystifying the Role of the CFO in Venture and Growth Stage Companies, a no-nonsense approach to the topic. Reviews for the book include: “This book is a must-read if you want to understand how to scale a company as a CFO” and “Should be required reading for CEOs and PE people along with CFOs.” In this episode S...

Dec 22, 20251 hrEp. 188

Building a lean, mean, FP&A team from scratch – Preston Naegle

Preston Naegle started his career in private equity at Leavitt Equity Partners (founded by Michael Leavitt, the former U.S. Secretary of Health and Human Services. Negale then moved into the operating world and for more than 2 years has led strategic finance and FP&A at a PE-backed Midway Mechanical Services in the HVAC (Heating, Ventilation, and Air Conditioning) industry at the company which has completed 15 acquisitions (3 in 2025 alone) within the mechanical, electrical, and plumbing sec...

Dec 11, 202547 minEp. 187

Aligning Sales and FP&A: Adam Shilton

Glenn reconnects with Adam Shilton—who reveals the highs and lows of more than a decade selling to finance teams and what 134 deals in 36 months taught him about CFO challenges. The founder, writer, and speaker has now launched his own venture focused on helping entrepreneurs and solo business owners. My Experience selling finance software including SAP Bridging the Sales-Finance Divide: Why pipeline forecasts are inherently “fluffy” The Deposit Game-Changer: Why commission should only be paid o...

Dec 04, 20251 hr 12 minEp. 186

CFO of AWA Studios on Building a Hits-Driven Business

What does it take to be the finance leader behind Hollywood stories? Diya Sagar, CFO of AWA Studios, which produces critically acclaimed, original stories for comics, TV, and movies, joins Glenn Hopper to reveal how she manages the money behind the magic—from funding graphic novels that may not pay off for years to navigating the unpredictable world of graphic novels, film and TV deals. How a “creator-first” approach shows up in budgets Building a Hits-Driven Portfolio The Ultimate Model: From P...

Nov 25, 202537 minEp. 185

From CFO to AI Evangelist: Maria Azatyan on Finance, and Startups

With more than 20 years of experience helping startups scale from seed to series B, Maria Azatyan has built architectures for companies across ai, robotics and the new space economy, translating complex technologies into numbers. This is coupled with her frank perspective as a single mother balancing finance leadership and advising startups. Sci-fi Dreams Made Real: sharing experiences with Waymo Setting up ArmGate, empowering entrepreneurs One month to “two minutes” using AI to work with data C...

Nov 20, 202550 minEp. 184

What boards want from finance AI strategy: Joyce Li

Joyce Li, CEO, and chief AI strategist at Averanda Partners, brings a rare combination: CFA charter holder, computer science graduate, MBA from Wharton, Board advisor on AI. She advises on multi-billion dollar investment strategies and works with boards and C-suites on AI strategy, governance, and adoption. The power of Excel in an AI age The ROI of AI and what boards want to see 15% as the magic AI productivity number Agents and the future of finance...

Nov 12, 202546 minEp. 183

Getting from Good to really Great in your Finance team: Rohini Jain, CFO, Bill.com

Rohini Jain leads finance strategy at BILL, which delivers strategic finance capabilities in one integrated platform including AP, AR, expenses and procurement. She has more than 20 years of experience shaping and leading finance, product, and operations teams at global fintech, payments, and e-commerce companies including at PayPal, eBay, Walmart and General Electric. She spoke to us ahead of the earnings release for Bill.com (November 5) which revealed total revenue at $395.7 million, an incre...

Nov 07, 202551 minEp. 182

Beyond the ride: Head of FP&A and investor Relations at Lyft

The opening voice on a Lyft earnings call is that of Aurelien Nolf, VP, FP&A and Investor Relations at the ride-hailing firm. He holds a dual role managing the 60-person FP&A, finance analysts, and investor team with access to billions of data points looking at the mode, price,drivers, frequency and demand for current offerings– and much-anticipated future services – such as robotaxis. In August 2025, the company saw an 11% increase in revenue to $1.59 billion for the quarter ended June ...

Oct 30, 202548 minEp. 181

Chikako Tyler FP&A lessons getting from CFO to COO at California Bank & Trust

Chikako Tyler is the Chief Operating Officer at California Bank & Trust (CB&T). She began her career at the leading California bank in 2010, starting as risk manager, progressing tos trategic planning and analysis (spanning seven revenue divisions and 150 units), before serving seven years as Chief Financial Officer revealing . Here she reveals the strategic leadership as the bank grew, from $9 billion to $15 billion in assets, and overcoming challenges from the post global financial cri...

Oct 23, 202551 minEp. 180

Fire Drills, Fractional Work, and AI Reality Check: Carl Seidman

As a fractional CFO and financial advisor, Carl Seidman, a returning guest, has worked with finance teams at some of the world’s most recognized companies, helping them strengthen forecasting, cash flow management, and strategic decision-making. He also teaches several top-rated online courses including the FP&A Mastery Signature Program. My first fire-drill, creating a cash flow in one week The under $50m revenue opportunity for fractional CFOs The power of an advanced (live) FP&A cours...

Oct 16, 202553 minEp. 179

Secrets to a Simple Model: Peter Lynch

Peter Lynch is the founder of ASimpleModel.com and serves as Chief Strategy Officer at Stephen Gould. He has worked in private equity for most of his professional career at Rabobank, JP Morgan, Argenta Partners and Hilltop Holdings. But he’s perhaps best known for turning complex financial concepts into clear accessible lessons through ASimpleModel.com. JP Morgan in Buenos Aires Crazy models during the financial crisis Capital allocation strategy at Stephen Gould How a Simple Model took off Most...

Oct 08, 202553 minEp. 178

From Big Four CPA to Building a Lean Finance Function Driving 500% Growth – Andrew Polito

Andrew Polito is VP, Controller at Go HQ which provides a suite of back office services, including recruiting to delivery companies. The Fort Worth-based company provides back office support for transportation and logistics, seeing 500% growth in five years, earning a spot on the Inc 5,000 list of fastest- growing private companies in America. In this episode: From audit to shifting to a private company finance team Building FP&A from the ground up Power of the 13 week cash forecast How I in...

Sep 30, 202554 minEp. 177

$300 and a Suitcase to AI-Powered Finance: Mariya Guttoh

Mariya Guttoh is Director of FP&A and Treasury at PayJoy, a global FinTech company expanding credit access through smartphones to underserved customers in emerging markets. Celebrating 10 years this year , the company has served over 15 million customers and is on track to reach $650 million in revenue and $110 million in profit by the end of 2025. In this episode Mariya traces her steps from cosmetic marketing in Ukraine to arriving in the US with $300 and working three jobs while earning h...

Sep 21, 202545 minEp. 176

Top Quant Akhil Khunger on what FP&A teams are missing

Akhil Khunger, VP Quantitative Analytics, Barclays, has more than ten years of experience in the field. Akhil develops statistical models to forecast balance sheets, revenue and probability of default. He has experience with time series modeling, statistical modeling, machine learning and building implementation frameworks using Python and other programming languages. Akhil, who has a master’s in Financial Engineering from UC Berkeley and London School of Economics, has worked in CCAR and Bank o...

Sep 17, 202545 minEp. 175

From Big Four to Fiverr: How Esti Levy Dadon scaled Finance at the Gig Marketplace

Esti Levy Dadon, Executive VP Finance, Fiverr ,started in public accounting at Ernst and Young, before leading the finance function at Fiverrr. Since joining the global marketplace in 2016 she steered the company to a successful IPO in 2019. In her words: “In almost 10 years at Fiverr I’m still waiting for things to be boring and repeatable, but it never happens because things change all the time” In this episode: Building finance from the ground up at Fiverr The path to IPO and the financial wo...

Sep 09, 202547 minEp. 174

From Data to Decisions - How Wasabi's FP&A and BI Teams Execute at Scale

What do FP&A professionals need to understand about data work and BI and the work that BI is doing? Marcos Bento, Director BI, at Wasabi Technologies: “They need to translate business requests in English in a way that the BI folks can translate that into codes. That’s where the magic happens.” In part two of our deep dive with Marcos Bento (BI) and David Suter (FP&A) from Wasabi Technologies, we explore the execution side of their successful data partnership. In this episode: Our 130-Ite...

Sep 03, 202541 minEp. 173

Building a high functioning partnership between BI & FP&A

Wasabi Technologies (a Boston-based cloud storage company with over $530M in funding, a decade of hypergrowth, 450+ team members, and multiple exabytes of storage deployed) sets high standards for its finance and analytics teams. Both teams are under pressure to deliver fast, accurate, and actionable insights. Marcos Bento, Director Business Intelligence at Wasabi Technologies and David Suter, Director, Financial Planning And Analysis at Wasabi Technologies join us for a special two-parter. They...

Aug 25, 202543 minEp. 172

A "Systems Thinking" Mindset for FP&A Success - Daniel Gardner

Daniel Gardner is operational finance business partner at FirstGroup Plc, a leading UK-based provider of public transport. Daniel brings a unique perspective shaped by a diverse finance career across iconic consumer brands like L’Oreal, the Body Shop and Hunter Boots, where he led major forecasting overhauls and drove commercial transformation. Now at First Group, he is leading the development of a cloud-based forecasting system for a billion pound division, working with more than 50 stakeholder...

Aug 14, 202552 minEp. 171

“I am done pretending" - my honest take on finance and FP&A” – Sarah Schlott

Sarah Schlott, Senior Director of Finance at Tray, a leading point of sale system in entertainment, joins Glenn Hopper to tear down the sacred rituals of corporate finance. Rising from billing temp to strategic finance leader, Schlott who has been in corporate finance for 18 years, delivers brutal honesty about what’s broken in FP&A and how to fix it. She challenges everything from annual budgets to variance analysis (“forensic accounting in disguise”) while advocating for a bottoms-up, oper...

Jul 31, 202556 minEp. 170
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