Managing a remote FP&A Team to Big wins

Lindsey Martens, VP Finance at fintech company, Valera (Formerly PSCU/Co-op Solutions) talks about her transition from accounting to finance- and how she manages a remote FP&A team that has business partnering and storytelling at its heart. “Business partnering is my favorite thing about FP&A” Martens says, “I love being the translator. I think of myself as taking all this data, accounting data, and then all these other sources that come into it, and I’m packaging it up in a way that is very digestible by the rest of the organization, especially the leaders who are making decisions.”

In this episode:

• Making the pivot to FP&A – why and how 
• Starting off in coding and the link to FP&A 
• My career at Valera (ex Co-Op solutions)- a fintech leader with clients that are credit unions 
• Opps and Challenges of managing a remote FP&A Team 
• Small talk at the beginning of meetings (not so small) 
• Using rolling forecasts at Valera 
• Challenging budget experiences 
• Why business partnering is my favorite part of FP&A
• My biggest FP&A success: rooting out the source of at “rise” in profits
• Storytelling in finance 
• My biggest mentors and what they taught me about management
• My biggest mistake and how it still leaves me shaking 
• Favorite Excel Function

Connect with Lindsey on LinkedIn: https://www.linkedin.com/in/lindseymartens/