9 Essential Traits of Highly Effective FP&A Professionals
There are 9 traits and characteristics FP&A professionals should have. That doesn’t even include the technical ones. This is what they are:
Carl Seidman is a trusted business advisor specializing in financial planning and analysis (FP&A), business strategy, and finance transformation. He coaches and advises FP&A professionals at Fortune 500 corporations and middle-market companies, helping establish best practices, processes and sustainable business models. At the same time, Carl brings finance professionals greater control over their careers by helping them build their skills while eliminating time-wasting activities and mistakes.
3 Ways to Make Your Financial Presentations More Engaging
Financial presentations can be dense. To captivate your audience and build greater engagement, it’s crucial to maintain focus. Here are three great strategies to minimize distractions and connect more effectively.
Advanced Excel for Financial Planning and Analysis (FP&A)
In this course, explore advanced Excel functions and techniques designed specifically for financial planning and analysis (FP&A). The course covers topics from mastering INDEX XMATCH and dynamic array functions such as FILTER, UNIQUE, DROP, and TAKE.
A Dynamic Rolling Forecast Technique Every FP&A Professional Should Know
This is a favorite dynamic rolling forecast technique. We use it in FP&A for capturing trailing months and future months of financial data. You’ve probably never seen this done.
Why FP&A Professionals Should Stop Wasting Time on VBA and Macros
I see a lot of seasoned finance and accounting people promoting the learning of skills that most FP&A professionals don’t really need. What two of these skills are overrated for FP&A professionals?
Why FP&A Professionals Make Great Future CFOs
Take all the work and oversight of a highly qualified, high-functioning CFO. Put it into a list. Then take all the responsibilities, experience, institutional knowledge, fiduciary duties, and relationships and sprinkle these traits among a group of teams and people.
How to Build a 13-Week Cash Flow Forecast from a Monthly Model
Weekly cash flow forecasts usually aren’t necessary unless a company is dealing with liquidity issues. Distress or rapid growth can both be a culprit. Here’s how to use a monthly cash flow to back into an optional weekly forecast.
Excel: Learning Cash Flow Forecasting
Carl Seidman—a FP&A advisor, fractional CFO, adjunct professor, and Microsoft MVP in Excel—shows you how to translate numbers into actionable strategies as you identify potential cash flow crises and master the art of building accurate cash flow forecasts.
Excel Power Tools for FP&A: Power Query and PowerPivot
Explore ways you can effectively address the growing need for efficiency, accuracy, and actionable insights in modern FP&A workflows. In this course, Carl Seidman shows you how to connect and automate data import from various sources into Excel.
Excel for Financial Planning & Analysis
Financial planning and analysis (FP&A) is a rapidly evolving field within corporate finance and one of the most important functions of any successful finance department. While there are a number of different data visualization tools that support FP&A, most companies rely on Microsoft Excel.
