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  • Home
  • FP&A Learning
    • Public Programs
      • FP&A Mastery Signature Program – Track A
      • FP&A Mastery Signature Program – Track B
      • Cash Flow Forecasting and Liquidity Modeling
      • Cash Flow Mastery: Deep Dive Modeling – Level 2
      • The Fractional CFO and Advisory Mastermind + Community
      • Delivering Effective Financial Presentations with Executive Presence & Influence
      • Dynamic Excel for Finance
      • Advanced Financial and Business Modeling
      • FP&A Technical Fluency and Strategic Thinking
      • Managing Data for Finance with Microsoft Power Query
    • Corporate Programs
      • FP&A Mastery Core Level 1
      • FP&A Mastery Core Level 2
      • Financial Statement Modeling for Performance and Underperforming Companies
      • Cash Flow Forecasting and Liquidity Management
      • Delivering Effective Live and Virtual Presentations
      • Financial and Business Modeling Best Practices Using Microsoft Excel
    • On-Demand Learning
    • LinkedIn Learning
  • FP&A Mastery

Monthly Archives: May 2024

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  3. May

A Day in the Life of an FP&A Pro

A Day in the Life of an FP&A Pro

The StatementBy Carl SeidmanMay 28, 2024

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

Should I Choose a Career in FP&A? Consider These Skills and Traits

The StatementBy Carl SeidmanMay 21, 2024

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

What Most Small Family Businesses are Doing Wrong When it Comes to Managing Cash and Working Capital

The StatementBy Carl SeidmanMay 14, 2024

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)

Here’s What a Company That Values Vulnerability, Trust, and Transparency Can Accomplish (Part 2)

The StatementBy Carl SeidmanMay 7, 2024

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.

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