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FP&A Unlocked

Paul Barnhurstfpa-unlocked.captivate.fm
FP&A Unlocked is where Paul Barnhurst, aka The FP&A Guy, discusses how FP&A can unlock your seat at the boardroom, and what it takes.
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Episodes

The Strategy Gap in FP&A for Finance Leaders to Bridge Cash Flow and Planning with Moataz Mukhaimer

In this episode of FP&A Unlocked , Paul is joined by strategic advisor and podcast host Moataz Mukhaimer to explore the intersection of finance and strategy, where true business impact is made. With over 20 years of experience guiding SMEs, family-owned businesses, and startups across the Middle East, Moataz explains why finance professionals must step beyond Excel and deeply understand the business to add real value. From diagnosing problems through numbers to designing KPIs that reflect a ...

Nov 06, 202552 minSeason 1Ep. 86

The Transformation Framework for CFOs to Lead Strategy, Culture & Execution at Scale with Paul S. Young

Note: This episode is a pod swap from The Diary of a CFO . We’re sharing it here to help you discover another excellent show in the finance leadership space. All content belongs to the original podcast and host Wassia Kamon. In this episode of The Diary of a CFO , Wassia Kamon sits down with Paul S. Young, EVP and CFO at Liberty Bank, to uncover what modern finance leadership looks like in an era of rapid transformation. With decades of experience across institutions like TD Bank, Citizens Bank,...

Nov 03, 202550 minSeason 1Ep. 85

The Power of Teaching in FP&A to Influence Executives & Bridge Communication Gaps with Carl Seidman

In this episode of FP&A Unlocked , Paul and Glenn are joined by Carl Seidman to explore a powerful but often overlooked role in finance: being a teacher. Drawing from decades of experience across consulting, education, and finance leadership, Carl discusses how FP&A professionals must learn to teach, whether it’s helping executives see the story behind the numbers, guiding junior staff, or translating finance for cross-functional teams. The episode is packed with practical advice, person...

Oct 30, 202547 minSeason 1Ep. 84

The Complexity Trap in Finance for FP&A Pros to Escape Using Simpler Tools & Strategy - Matt Brattin

In this episode of FP&A Unlocked, host Paul Barnhurst talks with Matt Brattin, a former CFO who’s now building solutions to cut down on the complexity that often slows finance teams down. Drawing from his 20-year career in FP&A, Matt shares what inspired him to start Siplify and Close Pack, two platforms designed to save time and reduce manual work, especially around sales commissions and reporting. The conversation also explores leadership, analytics, and what it really takes to drive v...

Oct 23, 202559 minSeason 1Ep. 83

How FP&A Pros Can Use Automation & Python to Save Time & Become Better Business Partners with Willian Gomes.

In this episode of FP&A Unlocked , host Paul Barnhurst (The FP&A Guy) welcomes Willian Gomes, a finance and analytics professional with over 15 years of experience spanning telecommunications, aerospace, investment markets, and consumer goods. Willian shares how combining technical expertise with empathy and communication skills has enabled him to thrive as a financial partner across 60 countries in EMEA. Willian Gomes is a seasoned FP&A and data analytics professional currently supp...

Oct 16, 202550 minSeason 1Ep. 82

FP&A at Early-Stage Companies and the Benefits of Using Python to Automate Data and Enhance Analysis with Todd Niemann

Note: Please note that all opinions and thoughts shared during this episode represent those of our guest, who joined in his own personal capacity and he is not representing any of the companies he works for. In this episode of FP&A Unlocked, host Paul Barnhurst welcomes Todd Niemann, Treasurer at Varo Bank, who shares his unique path through finance, treasury, and FP&A across multiple startup banks. Todd discusses how he helped launch and scale three new banking institutions, how FP&...

Oct 09, 202548 minSeason 1Ep. 81

From FP&A Analyst to Private Equity Operator with Alex Fabry: The Day-2 Lunch That Changed Everything

In this episode of FP&A Unlocked, host Paul Barnhurst is joined by Alex Fabry, the founder of KFA, an advisory firm focused on scaling businesses.. Alex takes us through his journey from FP&A to private equity, sharing his valuable experiences working at firms like Saber, BCG, and Charles Bank Capital Partners. Their conversation explores how FP&A can serve as a stepping stone to leadership and investment roles, and the key skills that helped Alex succeed in both corporate finance an...

Oct 03, 202555 minSeason 1Ep. 80

What FP&A Pros need to know to be successful working in Private Equity with Jamie and Nate

In this episode of FP&A Tomorrow , host Paul Barnhurst and co-host Glenn Snyder discuss the dynamic intersection of private equity and financial planning & analysis (FP&A). With private equity firms increasingly focused on operational value creation over financial engineering, this discussion offers valuable insights into the evolving expectations for FP&A teams within PE-backed companies. The conversation covers everything from deal flow trends and building high-performing FP&am...

Sep 25, 202546 minSeason 1Ep. 79

How FP&A Teams Can Enhance Visuals and Improve Dashboards: Practical Tips from Zebra BI CEO Andrej Lapajne

In this episode of FP&A Tomorrow, host Paul Barnhurst welcomes Andrej Lapajne, the CEO and founder of Zebra BI. Andrej shares his thoughts on the evolving role of data visualization in financial planning and analysis, the importance of clear communication through standardized visuals, and how automation is transforming the way we analyze and present financial data. Later in the episode, Paul and Andrej discuss the challenges of data modeling, how AI is shaping business intelligence, and why ...

Sep 18, 202555 minSeason 1Ep. 78

The Future of FP&A and How the Association For Finance Professionals (AFP) is Leading the Way with Pat and Bryan

In this episode of FP&A Tomorrow, host Paul Barnhurst welcomes Patrick Culkin, the new President and CEO of AFP. Pat shares his thoughts on leadership, professional development, and the evolving role of finance as AFP looks to expand its global reach and support a changing profession. Later in the episode, Paul gives a walk-through of his scenario planning framework using Gen AI, followed by a conversation with Bryan Lapidus about the return of the FP&A Forum, the state of the profession...

Sep 11, 202554 minSeason 1Ep. 77

People First Leadership Lessons for building High-Performing finance teams from one of the TOP 10 Most Admired CEOs in the world, Garry Ridge

In this episode of FP&A Tomorrow, host Paul Barnhurst welcomes Garry Ridge, former CEO of WD-40 Company and a globally recognized leadership coach, to discuss how company culture and employee engagement can drive business success. With his extensive experience building a culture of trust, respect, and belonging, Garry shares how FP&A professionals can align financial strategy with a purpose-driven organizational culture. From leadership to mental health in the workplace, Garry’s insights...

Sep 04, 202553 minSeason 1Ep. 76

The Top Skills FP&A Hiring Managers Want from Finance Analysts to Get Hired Fast with William Spengler

In this episode of FP&A Tomorrow , host Paul Barnhurst is joined by William Spengler, founder of Frederick Fox, a recruiting firm specializing in placing top-tier finance and accounting talent. They discuss what employers are looking for in FP&A professionals and the growing demand for technical skills such as Power BI, Tableau, and SQL. William shares insights into the current job market, what makes candidates stand out, and why effective communication and a curious mindset are essentia...

Aug 28, 202551 minSeason 1Ep. 75

Why Traditional FP&A Fails and How to Lead with Revenue-Driven Planning with Darrell Cox

In this episode of FP&A Tomorrow, host Paul Barnhurst explores the transformation of finance into a strategic driver of business performance with seasoned CFO Darrell Cox. They unpack the modern challenges of FP&A, emphasizing how teams can move beyond traditional reporting to become proactive, data-savvy partners across the organization. Darrell shares real-world insights on forecasting, revenue intelligence, sales collaboration, and building a tech-enabled finance function that deliver...

Aug 21, 202554 minSeason 1Ep. 74

Top Budgeting Tips for FP&A Professionals to Build a Strategic & Smooth Planning Process - Glenn Snyder

In this episode of FP&A Tomorrow, host Paul Barnhurst and co-host Glenn Snyder explore what really makes a budgeting process succeed, or fall apart. Drawing from decades of experience in finance and corporate strategy, Paul and Glenn share lessons learned from real budgeting cycles, including where things went wrong and how they were fixed. They cover everything from headcount planning mistakes and unrealistic timelines to aligning business partners and creating buy-in at the executive level...

Aug 14, 20251 hr 2 minSeason 1Ep. 73

FP&A Framework for Finance Leaders to Drive $15B Growth with AI & Forecasting Tools - Brian McGrath

In this episode of FP&A Tomorrow, host Paul Barnhurst welcomes Brian McGrath, Co-Founder and COO of FutureView Systems, to explore how FP&A teams can scale smarter, automate faster, and operate as strategic business partners. With over 20 years of experience leading finance transformations in high-growth companies, Brian dives into why finance must be more than a cost center, it should be a driver of operational success and storytelling. From automation frameworks to AI and the power of ...

Aug 07, 202559 minSeason 1Ep. 72

How FP&A Pros Build High-Performing Teams through Trust and Problem Solving with Jesse Mishler

In this episode of FP&A Tomorrow, host Paul Barnhurst welcomes Jesse Mishler to explore what it takes to build a thriving FP&A function grounded in purpose, people development, and strategic problem-solving. From military discipline to corporate finance leadership, Jesse offers a rare blend of operational rigor and emotional intelligence. His reflections on transforming real estate spaces, empowering teams, and navigating financial complexity will resonate with finance professionals and ...

Jul 31, 202549 minSeason 1Ep. 71

CEO Mindset for Finance Pros to Scale Firms, Avoid Failure & Replace Technical Focus - Chris Ortega

In this episode of FP&A Today, host Paul Barnhurst, aka The FP&A Guy, welcomes Christopher Ortega for a candid conversation about the evolution of finance and building a business from the ground up. From basketball analogies to real-world advice, this episode blends personal experience with professional insight. Chris opens up about what it takes to grow a consulting business, how to handle setbacks, and why financial professionals need to think beyond spreadsheets and become true busine...

Jul 24, 202547 minSeason 1Ep. 70

The Budgeting Process Fix for FP&A Leaders to End Chaos and Improve Team Impact with Adam Rakich

In this episode of FP&A Tomorrow, host Paul Barnhurst welcomes Adam Rakich, founder and Consulting Director at Northexis, to discuss why the budgeting process is universally loathed and how to fix it. Drawing from decades of experience implementing planning and consolidation systems, Adam shares strategies to transform budgeting from a burdensome task into a strategic advantage. With humor, insight, and plenty of real-world experience, Adam breaks down common pitfalls and offers practical, a...

Jul 17, 202557 minSeason 1Ep. 69

Being a First Time CFO in The Restaurant Industry, Lessons Learned with Alex Holt

In this episode of FP&A Tomorrow, host Paul Barnhurst welcomes Alex Holt, the CFO of Milo’s Hamburgers, to discuss the intersection of finance, business operations, and growth. Alex shares his journey from public accounting to the food service industry, offering insights into the challenges of managing finance in a family-owned, fast-growing restaurant chain. He also discusses the unique dynamics of budgeting, forecasting, and providing advice for aspiring finance leaders. Alex Holt is the C...

Jul 10, 202546 minSeason 1Ep. 68

How SaaS FP&A Teams Leverage AI to Manage Cloud Costs & Transform Decision-Making with Raheli Sasson

In this episode of FP&A Tomorrow , host Paul Barnhurst is joined by Raheli Sasson, the Director of FP&A at JFrog. Raheli shares her expertise on the evolving role of FP&A professionals, discussing the importance of being proactive, clear, collaborative, and continuously learning. She also dives into the challenges of managing cloud hosting costs in a hypergrowth environment and how AI is transforming the finance industry. Raheli discusses the use of AI tools for productivity, forecas...

Jul 03, 202553 minSeason 1Ep. 67

The Go-To-Market Strategy for FP&A Pros to Drive Growth using Operational Metrics with Rohit Divate

In this episode of FP&A Tomorrow , host Paul Barnhurst welcomes Rohit Divate, to discuss the intersection of finance, operations, and the high-growth startup world. They explore how finance leaders can partner with teams to drive growth while maintaining sustainability, the role of AI in finance, and the importance of communication and trust in leadership. The conversation dives deep into the challenges and opportunities faced by finance professionals in high-growth environments and provides...

Jun 26, 202555 minSeason 1Ep. 66

How To Master FP&A Business Acumen and Communication with John Sanchez

In this episode of FP&A Tomorrow , host Paul Barnhurst sits down with John Sanchez, an expert in Financial Planning & Analysis (FP&A) with over 20 years of experience. John, now the managing director of FP&A Group, discusses his journey from accounting to FP&A, the importance of effective communication in finance, and why understanding the business is crucial to delivering great financial analysis. The episode delves into how FP&A professionals can elevate their work beyo...

Jun 19, 202558 minSeason 1Ep. 65

The CFI Certification for Finance Professionals to Master Excel and Power Query with Landon & Clarke

In this episode, Paul Barnhurst sits down with Clarke Carter and Landon Cortenbach, two finance professionals who’ve taken different paths into the world of FP&A and both turned to Corporate Finance Institute (CFI) to level up their skills. They discuss why Excel still dominates the finance world, what separates good FP&A from great, and how to pick the right certification to match your career goals. How Clarke used CFI’s FP&A specialization to move from accounting into planning and ...

Jun 12, 202551 minSeason 1Ep. 64

How SaaS CFOs Can Fix FP&A Gaps to Scale Performance and Boost Profitability with Paul Lynch

In this episode, Paul Barnhurst sits down with Paul Lynch, the energetic and straightforward CEO of Centage. They dive into what makes great FP&A in today’s world and why so many companies are still stuck with outdated tools and bad habits. From growing startups to leading mature SaaS businesses, Paul shares lessons learned, mistakes made, and why data, not gut instinct, is what really drives success. You’ll hear why Excel refuses to die, how sales and finance can (and should) work better to...

Jun 05, 202545 minSeason 1Ep. 63

The FP&A Fix for Finance Leaders to Solve Data Trust Issues using Empathy and Strategy with Ramya

In this episode of FP&A Tomorrow , host Paul Barnhurst sits down with Ramya Krishnaganth, founder of Yuvi Consulting and a leader in finance transformation. Ramya brings a thoughtful and practical perspective on how FP&A goes far beyond numbers; it's about understanding the business, working across departments, and making real-world decisions easier. She shares stories from her work helping companies solve messy data problems, improve cost control, and build stronger financial processes....

May 29, 202551 minSeason 1Ep. 62

Strategic Finance Insights for FP&A Executives to Drive Growth in PE-Backed Companies with Nate Saperia

In this episode of FP&A Tomorrow , host Paul Barnhurst sits down with Nate Saperia, a seasoned finance professional and founder of his own consulting firm, to explore what great FP&A truly looks like, especially in private equity-backed companies. Nate draws from over 20 years of experience in consulting, corporate finance, and strategic roles, sharing practical insights on how to make KPIs measurable and actionable, the blurred lines between strategic finance and FP&A, and what work...

May 22, 202551 minSeason 1Ep. 61

The Influence Skills for FP&A Pros to Build Boardroom Trust Without the CFO Title with Wassia Kamon

In this episode of FP&A Tomorrow , host Paul Barnhurst chats with Wassia Kamon, the Chief Financial Officer at Access to Capital for Entrepreneurs (ACE), about her journey from financial planning and analysis (FP&A) to leading as a CFO. Wassia opens up about the challenges, surprises, and growth she's experienced, particularly in learning to navigate the boardroom and building strategic influence within her organization. Along the way, she shares valuable insights into leadership, trust-...

May 15, 202553 minSeason 1Ep. 60

How Finance Teams Can Eliminate Data Errors and Automate Accounting with AI Parker Gilbert

In this episode of FP&A Tomorrow, host Paul Barnhurst sits down with Parker Gilbert, CEO and Co-founder of Numeric, to explore the transformation of accounting through smarter tools and processes. From his background in investment banking to leading finance at a startup, Parker shares the inspiration behind Numeric, a platform built specifically to simplify the financial close. Why the financial close is still so manual, how poor tooling can hinder team performance, and what it takes to mode...

May 08, 202549 minSeason 1Ep. 59

How FP&A Pros Can Fix Poor Executive Communication Using a 5-Step Framework with Anders Liu-Lindberg

In this episode of FP&A Tomorrow, host Paul Barnhurst (aka The FP&A Guy) welcomes Anders Liu-Lindberg, a leading expert in business partnering and finance communication. Anders discusses how finance teams can elevate their role from traditional number crunchers to strategic partners within the business. He shares his insights on the importance of effective communication in finance, the value of business partnering, and how FP&A professionals can make a greater impact within their org...

May 01, 202548 minSeason 1Ep. 58

How the FPAC Certification Helps FP&A Professionals Get Promoted and Earn Strategic Credibility

In this special episode of FP&A Tomorrow , host Paul Barnhurst (aka The FP&A Guy) welcomes Cassie McCombs, Marcus Gadson, and Mario Vasquez. Together, they share their experiences with the Certified Corporate FP&A Professional (FPAC) credential from the Association for Financial Professionals (AFP). The guests discuss how earning the FPAC has shaped their careers, the impact it’s had on their professional growth, and why this certification is becoming an essential asset for finance p...

Apr 24, 202553 minSeason 1Ep. 57
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