A Day in the Life of an FP&A Pro
What exactly does an FP&A Pro Do? I recently wrote about what makes a good FP&A professional and many other considerations about being in FP&A. But there are other questions I didn’t touch on…and they’re substantial.
Should I Choose a Career in FP&A? Consider These Skills and Traits
Attendees of my financial planning & analysis (FP&A) and university programs commonly ask about different roles in FP&A. They may be CPAs, Controllers, financial analysts, investment bankers, private equity associates, and finance/accounting majors and don’t fully know what an FP&A career looks like.
What Most Small Family Businesses are Doing Wrong When it Comes to Managing Cash and Working Capital
I’ve been having a lot of calls with small businesses over the last two months and thought it would be beneficial to share with you some of the questions I’m receiving and recommendations I’m making. Many of these discussions focus on cash flow and in particular.
Here’s What a Company That Values Vulnerability, Trust, and Transparency Can Accomplish (Part 2)
In Brene Brown’s book, Daring Greatly, she shares a story told in a Harvard Business Review article about the “snowball effect” of vulnerability in leadership. To summarize a great example, the CEO of a large corporation decided to “get real” with his team about some missteps he had taken.