Discover the most helpful resources to level up your FP&A skills
Finance teams can keep working in Excel and still get real FP&A automation, because the automation that matters happens around the spreadsheet, not inside it. Real automation means eliminating manual…
An analyst pastes a trial balance into Claude on a Tuesday afternoon and has a variance pack by the end of the day. Nobody approved a pilot. It happened, it…
Someone on the engineering side points out that the protocol is open and the specification is short, and both of those things are true. A prototype connecting an AI client…
Sit through four vendor demos in a week and the AI section of each blurs into the next, everyone’s pitching some version of embedded AI vs. bring-your-own AI without naming…
Spreadsheets took a star turn in court cases even before the world ran on Excel, the workhorse for government and businesses. In…
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Every balance sheet tells a story: a snapshot of what a business owns, owes and retains. The numbers must always…
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Financial forecasting methods help determine how organizations anticipate opportunities and plan their strategies. It’s not just routine number-crunching that will…
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Peter Lynch is the founder of ASimpleModel.com and serves as Chief Strategy Officer at Stephen Gould. He has worked in…
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Treasury automation has done wonders for finance teams. What once depended on spreadsheets, manual checks, and endless reconciliations is now…
Read moreDatarails has been named to Inc. magazine’s prestigious 2025 Inc. 5000 list, ranking among America’s fastest-growing private companies. This recognition…
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Andrew Polito is VP, Controller at Go HQ which provides a suite of back office services, including recruiting to delivery…
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The question came from the audience during a panel discussion at a finance conference. Someone asked about model training, and…
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Artificial intelligence is a hot topic of conversation in virtually any industry. However, AI trends in finance are proving to…
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Akhil Khunger, VP Quantitative Analytics, Barclays, has more than ten years of experience in the field. Akhil develops statistical models…
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Excel-native FP&A platform combines with industry-leading property management expertise to streamline complex real estate financials Datarails, the AI-powered Financial Planning…
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It’s the (almost) age-old battle of FP&A vs accounting. But who comes out on top? Finance departments often debate the…
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In 2026, finance teams continue to rely on the best cash flow forecasting software to plan ahead with confidence. These…
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New York, NY – September 10, 2025 – Nearly all business executives (97%) view their chief financial officer (CFO’s) primary…
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Esti Levy Dadon, Executive VP Finance, Fiverr ,started in public accounting at Ernst and Young, before leading the finance function…
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Whether for a business or an individual, cash management is the practice of having enough cash on hand for what…
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A financial model is a structured framework that illustrates how choices, risks, and opportunities influence the path a business takes….
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The difference between a company’s current assets and current liabilities is its working capital. The practice of overseeing and controlling…
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What do FP&A professionals need to understand about data work and BI and the work that BI is doing? Marcos…
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In finance, AI in cash management refers to using artificial intelligence to help monitor, analyze and optimize a company’s cash…
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The stone age excuse doesn’t work anymore. David Suter, Director of FP&A at Wasabi Technologies, admits it freely: “We’re a…
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At its most basic level, financial modeling is a way of creating a structured picture of how a business is…
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Financial forecasting is getting a high-tech upgrade. Major organizations are now using artificial intelligence (AI) to analyze large datasets and…
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Daniel Gardner is operational finance business partner at FirstGroup Plc, a leading UK-based provider of public transport. Daniel brings a…
Read moreI’ve been a fractional CFO for years, which means I jump between different companies and inherit whatever hot mess of…
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For any successful company, outgrowing your ERP is inevitable. The question is: what’s the next move? After almost two decades…
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Sarah Schlott, Senior Director of Finance at Tray, a leading point of sale system in entertainment, joins Glenn Hopper to…
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Connagh Hopkins is Head of Business Planning and Reporting at Western Power, one of Australia’s largest electricity network operators. Connagh…
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Matt Hudson became CFO of Grammarly – the popular writing assistant tool – after the company acquired Coda (a productivity…
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Lauren Pearl is a Business Strategist and CFO Advisor who helps startup teams build data-driven businesses. The 3x founder with…
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Today’s guest for FP&A Today barely needs an introduction. Purna Duggirala (aka, “Chandoo”) is a celebrity in Excel circles. Since…
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The real estate industry isn’t what it used to be five or even two years ago. In 2019, global real…
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Datarails, the AI-powered Financial Planning and Analysis (FP&A) platform for Excel users, has announced a partnership with MRI Software, a…
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In this special episode Glenn is joined by Nate Saperia to answer the 10 most burning questions in FP&A. Nate…
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Australian-born Luke Mulcahy started in FP&A at larger businesses including Coates Group (internet leader in Sydney) and manufacturing company Sherwin-Williams….
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This special episode formed part of FP&A Con 2025 which saw a record-breaking 1500 registrants. The guests: Nathan Bell, Managing…
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This episode is 53 minutes packed with practical Excel insights for an FP&A practitioner and Excel advocate at the top…
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Natural Language Processing (NLP) belongs in finance because it unlocks the value hidden in all those text-heavy sources that numbers…
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In this masterclass Shifra Isaacs, developer Relations Advocate at Ascend.io, delves into her experience as data scientist, technical writer, and…
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For many businesses, month-end closes are a scramble to chase down missing invoices and double-check entries, hoping everything balances out….
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As businesses expand and transactions multiply across various needs such as travel, software subscriptions, and corporate credit cards, CFOs face…
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Taylor Otstot, Vice President Finance, Dashlane joined GoDaddy (now a $30billion valued) domain registry, domain registrar and web hosting company…
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We’re excited to announce the launch of our new Month-End Close solution, designed to help finance teams close the books…
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Dave Sackett is Co-Founder and CFO of ecommerce company, AIOne, and former CFO of semiconductor company, ULVAC Technologies. He is…
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Derek Paulson is Director of Finance and Performing Marketing at Rad Power Bikes, a Seattle-based e-bike company changing transportation. In…
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“The Association for Financial Professionals (AFP) is a non-for-profit with a really simple mission, which makes it really easy for…
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Annette DeYoung, Principal Solutions Consultant at Datarails, is an accountant-turned FP&A manufacturing leader. She has deep experience in leading finance…
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Craig Barry has held senior finance roles at some of the most iconic companies in tech and entertainment, including LinkedIn,…
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I’ve spent the better part of a decade as a fractional CFO, jumping between spreadsheet tabs like hot coals. My…
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The best budget software for nonprofits isn’t just a nice-to-have; it’s the foundation of every successful not-for-profit organization. Unlike traditional…
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Mike Dion works at a Fortune 100 company. He has previously worked as a finance leader at Verizon-as well as…
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FP&A Today goes on the road!. Our host city is Boston and the historic Harvard Club with an audience of…
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What’s the biggest challenge manufacturers face when it comes to finances? For many, it’s balancing production costs with profitability…all while…
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Ever wondered how exactly finance teams keep track of every dollar flowing in and out of a business? The secret…
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Shannon Nash is a chief financial officer, board director, investor, attorney, filmmaker, and CPA. She sits on the boards of…
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Managing financial planning and analysis in real estate requires a strategic approach. Investors and developers need accurate forecasting to assess…
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CEO and Principal Analyst at Amalgam Insights, Hyoun Park helps CIOs & CFOs create the ROI and strategic business cases…
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A confession from a fractional CFO: no one tells you the truth about what makes a great financial leader. It’s…
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With nearly 300k subscribers on YouTube, Bill Hanna’s weekly videos on The Financial Controller Channels provide his audience with lessons…
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The construction industry requires specific solutions for distinctive challenges. These include variable costs, longer project timelines, and needing to have…
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