What You Need to Know About Productizing Financial Planning & Analysis

Meet Stephen Newland our Director of FP&A. 👏🏼🚀 Stephen directs our FP&A department and does a great job doing it! Not only does he have a lot of experience in finance, he also likes to share the mistakes that he has made and the skills that he has gained to help others get promoted within corporate finance. 📈

In this Episode Dan & Stephen Newland talk about past jobs Stephen has had in finance (Delta, Qoins, Gravy, etc.) and what he learned from those experiences. They talk about how accounting firms can productize FP&A services and they should do so by being nimble. It all comes down to cadence, rigor and the right team.