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We develop financial professionals as powerful performers pivotal to generating positive outcomes

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    Now Available: Cash Flow Forecasting and Modeling (On-Demand and Self-Paced Course)

     

    Make FP&A Your Winning Formula

    Offering FP&A learning, development, training, advisory and mastermind opportunities virtually and on site.

    » BUILDING corporate financial planning & analysis (FP&A) functions and developinG professionals into more powerful performers so that financial intelligence becomes a key driver of organizational success.

    » FORTUNE 500 companies use our methodologies for their FP&A capabilities. How can we help you develop and support yours?

     
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    We’ve Worked With

    Get FP&A Working For You

    Seidman Financial specializes in developing and supporting FP&A professionals, SYSTEMS and CULTURE

    Financial intelligence is a key driver of your organization’s ability to improve processes, eliminate time-wasting activities, and have full control over strategic outcomes. However, many of today’s teams are burdened with heavy workloads and inadequate resources which prevent them from capturing and delivering the right financial information, at the right time, to the right people. As a result, the business has to rely upon legacy sources of information to make vital decisions when they need better intelligence and the processes for deploying it to drive better outcomes.

    Build your infrastructure and upskill your FP&A professionals to be highly competent—a intelligence-driven team that empowers the business to make the right decisions at the right time with the right information. When your team has the right FP&A practices, processes, systems and skills to show the business where opportunities for improvement exist, the entire organization wins.

    Find out how your FP&A professionals and function can have more uniformity, consistency and expertise related to improving performance on a consult call with us today.

    Carl Seidman - Founder & Principal

    Carl Seidman - Founder & Principal

     

    Dedicated to transforming FP&A, Carl Seidman designed Seidman Financial to address the undeveloped skill gaps and processes in FP&A through these three (3) pillars:

    • Equip FP&A leadership with the right platforms and resources for developing their financial processes and teams

    • Provide culture-based, customizable development programs designed to capitalize on identified business opportunities

    • Deliver a potent FP&A intelligence-centric curriculum that is consumable and actionable with ongoing follow up and feedback

    drive Better Outcomes with Seidman Financial

    FP&A can be complex, however, it has the power to shift an enterprise’s outcomes when deployed and integrated properly. We understand the challenges facing financial leaders and their teams. They are being asked to do more with less while organizational leadership struggles to make strategic decisions based on said intelligence—we can help you make it better.

     
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    Seidman Financial
     

    Learning & Development Programs That Empower—Not Just Upskill

    We’ve perfected the process of FP&A professional development and offer multiple ways to effect change

    Our programs are designed to help FP&A professionals save time, eliminate mistakes and minimize rework

    Seidman Financial FP&A learning programs are designed to create a customized FP&A learning and development environment that attracts and retains the best talent. We’ve removed the barriers to learning and improving FP&A skills for your team and organization. We offer multiple ways to professionally develop your team:

    On-Site Corporate Learning Engagements

    Our Corporate Learning Engagements are customized to your organization, team and FP&A needs. These programs are delivered on-premises and virtually depending on your preferences, timeline, budget and team needs.

    Live and On-Demand Virtual Learning

    Accessibility is key whether your FP&A professionals learn in groups or independently to enhance their careers and value. We have virtual programs we deliver live and on-demand. FP&A training courses and workshops take place anywhere around the globe.

    Public Learning

    Periodically we offer in-person, on-premises live learning events in major cities any professional can attend publicly.

    Executive Coaching

    For FP&A leaders and C-suite executives focused on improving financial structures, career development and outcomes, we offer a limited amount of Executive Coaching engagements to work one-on-one with Carl Seidman.

    If you’d like to learn more about what we can do to help your FP&A professionals, request a consultation with Carl Seidman here. If you’d like to read more about our programs in detail or register for an upcoming live or public event, go here:

     

     

    Ready to Improve FP&A Results?

    It’s easy to get started with Seidman Financial. Here’s how:

    1. share your team and organizational needs on a complimentary call

    2. We’ll design scopes of work and programming that are easy to budget, deliver and doesn’t interfere with workday operations

    3. we’ll deliver your FP&A programming and implementation, providing ongoing support when it works best for you and your team

     
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    It’s a Familiar Story…

    But we have a happy ending to share

    As a financial leader in your organization, you want proper development, structure and support for your FP&A team. You want more uniformity, consistency and expertise to improve performance through better financial practices.

    However, these issues may be getting in the way:

    • Not sure what platforms to invest in and how to get them doing what you need — there are so many choices and you haven’t gotten the return on software that you’ve wanted

    • No time to train—you’re too busy with the demands of work and will likely be interrupted during training unexpectedly

    • Making sure your people implement what they learn is challenging; it’s easier to revert to old ways of doing things

    • You don’t have the budget to invest in your team’s FP&A development and prior training was insufficient due to a prior providers not understanding your company culture, issues, industry or the FP&A profession

    There are other concerns including the cost associated with customization, technology limitations and assessing the level of FP&A competency within your existing team. It can be quite discouraging when facing these challenges, especially when you want to eliminate inconsistency and provide your team the best structure and resources possible to be successful.

     
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    We understand the value as well as the complexity of FP&A

    It takes a strong commitment from leadership and the financial team to adopt a new mindset and practices. Better outcomes come from an investment in the right types of FP&A development and execution, not from bringing in a financial trainer or software implementation specialist. Seidman Financial was built to address these challenges and make your FP&A workforce stronger business partners who leverage intelligence so all groups within your organization benefit.

    We’ve helped over 200 companies across two dozen industries and on four continents structure their FP&A function and upskill their FP&A professionals to better understand best practices and industry trends. Our programs and implementations are designed to incorporate your organization’s unique culture, history, strategy and desired objectives, all within your budget and convenience. We confidently guarantee our solutions to have a measurable impact on performance.

    You’ll see quantifiable improvement in insights, increased retention of your brightest talent and achieve better business outcomes as a result of your financial team’s improved performance and business partnership.

    We want to help you avoid stagnation or a worsening situation

    Your FP&A workforce can stop feeling overwhelmed, struggling and working in silos. We help you eliminate the attrition of your highest-caliber people and the degradation of information that drives decision making. We support you in the buildout of the FP&A function so all of your financial professionals—and leadership—benefit.

    Let’s get your team bringing their best to your organization. Start with a complimentary FP&A consult today: