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Episode 41

How Marketing and Finance can Click Better

Aviv Canaani, VP Marketing, Datarails, and Christian Wattig, Head of Training at Datarails and founder of FP&A Prep,  join Paul Barnhurst for a conversation about…Load More

Aviv Canaani, VP Marketing, Datarails, and Christian Wattig, Head of Training at Datarails and founder of FP&A Prep,  join Paul Barnhurst for a conversation about marketing vs finance in a business. 

In the world of business it sometimes feels like finance and marketing are talking a different language. Christian Wattig has been the FP&A leader at some of the highest profile marketing teams on the planet at P&G and Unilever where campaigns for brands such as Dove, Skippy and Hellman’s saw marketing spend hundreds of millions of dollars.  In this episode he talks about some of the biggest challenges, misconceptions, and opportunities between FP&A and marketing and actionable insights when partnering with creatives in a business. 

Joining Paul and Christian is Aviv Canaani, VP Marketing, Datarails. 

Giving the marketing take on the finance-advertising relationship, Canaani has led multi-million dollar marketing campaigns at companies including IBM. Since then he has led marketing at hyper growth startups, Workiz and Datarails. In this frank discussion Canaani talks about the conflicts with marketing: “We are not always sure that the finance people have our best interests at heart.”

Also in this episode

  • How can FP&A teams work with marketing on long-term marketing investment 
  • How to build trust between finance and marketing
  • The best way to make a finance case for marketing investment 
  • How to best market to an FP&A audience
  • How FP&A can help measure direct response marketing
  • Making yourself aware of the wildly different incentives for finance teams vs marketing teams 

Watch the full show on YouTube

Read the full transcript and blog

Connect with Christian Wattig on LinkedIn

Connect with Aviv Canaani on LinkedIn

Follow Paul Barnhurst on LinkedIn

Follow Datarails on LinkedIn

Links from the episode

FP&A Prep

https://www.fpaprep.com/

FP&A Prep is a one-stop shop for content, training, and mentoring on Financial Planning & Analysis topics.

The #1 FP&A Community (Slack) Join here 

https://www.datarails.com/the-global-community-for-fpa-leaders/

A global community and resource hub for modern FP&A leaders like you

24.01.2023 00:54 Min
https://mcdn.podbean.com/mf/web/rv72bz/FPA_Marketing_Episode_10I23_M_SAS_Predrag75pes.mp3
Episode 40

Jeanette Dorazio: What do CEOs really want from FP&A?

00:44 17.01.2023
https://mcdn.podbean.com/mf/web/beqwyt/FPAT_Jeanette_Dorazio_23XI22_M_SAS_Predrag9nwhj.mp3

Jeanette Dorazio: What do CEOs really want from FP&A?

A slightly different episode this week, featuring not a finance chief, but a CEO talking about the power and impact of FP&A on business strategy. Jeanette Dorazio, CEO of Leadpages, joins Paul to discuss the daily impact FP&A is having for her company, a leading SaaS no-code website and landing page builder.

In this episode Jeanette Dorazio discusses with Paul:

  • How FP&A teams can actually get that coveted seat at the table by “seeing the patterns” in a business
  • How FP&A works with her in monitoring key metrics for growth 
  • The CEOs playbook for FP&A during a downturn 
  • The best and worst FP&A work she has seen in her career 
  • Why FP&A should be a “very close first” for hiring into the finance team after the CFO
  • Why the visibility of FP&A needs to improve 
  • The power of Excel in shaping her journey through product management to CEO

Watch the full show on YouTube

Read the full transcript and blog

Follow Jeanette Dorazio on LinkedIn

Follow Paul Barnhurst on LinkedIn

Follow Datarails on LinkedIn

 

FP&A Today is brought to you by Datarails.

Datarails is the financial planning and analysis platform that automates data consolidation, reporting and planning, while enabling finance teams to continue using their own Excel spreadsheets and financial models.

 

Get in touch at www.datarails.com

Episode 39

Casey Woo: My Adventures in Finance from Wall Street to Silicon Valley

00:52 10.01.2023
https://mcdn.podbean.com/mf/web/578qnn/FPA_Casey_Woo_11XII22_M_SAS_Predrag9yni3.mp3

Casey Woo: My Adventures in Finance from Wall Street to Silicon Valley

Casey Woo is a serial high Tech CFO turned investor. The Harvard educated financier “escaped” a life as an Investment Banking Analyst, at Morgan Stanley to take a big pay cut and join a 10-person startup (“If you wanna do tech, you gotta go to the Bay Area”).

Since then, he has held finance at CFO roles including at WeWork and property tech company Landing before founding an “operators community” turned investment fund FOG ventures.

 In this episode Casey talks to Paul Barnhurst about his journey: 

  • How finance was seen as a “second class” citizen when he entered Silicon Valley and how he had to “learn a new language”
  • How he built up the Operators Guild “a club of number twos” ( finance, ops, HR, talent, legal, IT) into an exec community of 700 leaders who now run the FOG VC
  • What good FP&A looks like at an early stage company
  • When early stage companies are making $200,000 $300,000 total is when FP&A can be a powerful addition
  • Why FP&A leaders need to focus on business first rather than finance first 
  • The CFO’s future as the Office of Business Intelligence that will separate the The Ancien Régime CFOs with those who can adapt
  • If CFOs are not “pounding their fists on the table” asking to own data they will not survive

Watch the full show on YouTube

Read the full transcript and blog

Follow Casey Woo on LinkedIn

Follow Paul Barnhurst on LinkedIn

Follow Datarails on LinkedIn

FP&A Today is brought to you by Datarails.

Datarails is the financial planning and analysis platform that automates data consolidation, reporting and planning, while enabling finance teams to continue using their own Excel spreadsheets and financial models.

Get in touch at www.datarails.com

Episode 38

Ian Schnoor: Going from Good to Great in Financial Modeling

00:57 03.01.2023
https://mcdn.podbean.com/mf/web/mj7xhc/FPAT_Ian_Schnoor_16XI22_M_SAS_Predrag9mkbo.mp3

Ian Schnoor: Going from Good to Great in Financial Modeling

This episode is all about financial modeling from one of the world’s experts. Ian Schnoor is  

Executive Director at the Financial Modeling Institute (FMI) & President and Founder at The Marquee Group. In this episode he provides frank assessment of why most financial models fail and how you can take instant actions to instantly transform your financial modeling.

This is absolutely essential listening for anyone considering taking the Financial Modeling Institute’s world-respected accreditation program. The program is recognized by companies like Goldman Sachs, Moody’s KPM and Morgan Stanley as the most rigorous validation of financial modeling skills and ranges from foundational, to advanced, to Chartered Financial Modeler and Master Financial Modeler. 

In this episode:

  • From investment banking to creating the world’s only accredited financial modeling training
  • The skills you will need to pass the robust accreditation by the Financial Modeling Institute
  • Why employees are increasingly requiring proof of financial modeling skills
  • The multi-disciplinary skills required to excel in modeling including design, data flow, communication and storytelling
  • How the integrated 3 statement model is the table stakes for being considered a good financial modeler
  • How you can get your financial model humming smoothly - you should not have to pop your car hood to show the engine
  • The power of a committee approach to modeling and design in a company
  • Nixing our favorite function question: There should be no favorites in Excel, but pick the tools that will help you to get the job done you have in front of you

Watch the full show on YouTube

Read the full transcript and blog

Follow Ian Schoor on LinkedIn

Follow Paul Barnhurst on LinkedIn

Follow Datarails on LinkedIn

FP&A Today is brought to you by Datarails.

Datarails is the financial planning and analysis platform that automates data consolidation, reporting and planning, while enabling finance teams to continue using their own Excel spreadsheets and financial models.

Get in touch at www.datarails.com

Episode 37

The Complete Year in Review with Top FP&A 2023 Predictions

00:56 29.12.2022
https://mcdn.podbean.com/mf/web/5nyuwn/FPA_Highlights_23XII22_M_SAS_Predrag6ty3v.mp3

The Complete Year in Review with Top FP&A 2023 Predictions

In this special jam-packed episode Paul Barnhurst looks back on 2022 (and with special guests) reveals the biggest predictions for FP&A in 2023.

 

This episode looks back at one year of FP&A Today and how our dedicated audience helped us reach more than  40,000 downloads in our first 35 episodes across 100 countries.

 

In between we hear Paul’s favorite FP&A guest insights from the first 35 episodes interspersed with new hot takes on everything you need to know in FP&A for 2023 from FP&A leaders, Soufyan Hamid, Hector Rubalcava, and Mario Vasquez.

 

In this episode:

  • The winner of the yearly question of FP&A Favorite Excel function revealed 🥇
  • The best Excel jokes you need to know 
  • The favorite Excel functions of Jordan Goldmeier, Lance Rubin, Kathy Svetina, Francesca Valli, Jon Laudi, Chris Reilly and Paul Barnhurst 
  • The #1 advice to make your FP&A journey better in 2023  from Jack Alexander, Zoe Cooke, Stéphanie Herbots, Chris Reilly, Carl Seidman, and Paul Barnhurst
  • Predictions for FP&A in 2023 from Soufyan Hamid, Hector Rubalcava, and Mario Vasquez 
  • How to move from accounting to FP&A with Cameron Janke
  • The revolution with Gen Z FP&A with interns at Credit Suisse and American Express entering the finance workforce for the first time

 

Watch the full show on YouTube

Read the full transcript and blog

Follow Paul Barnhurst on LinkedIn

Follow Datarails on LinkedIn

FP&A Today is brought to you by Datarails.

Datarails is the financial planning and analysis platform that automates data consolidation, reporting and planning, while enabling finance teams to continue using their own Excel spreadsheets and financial models.

Get in touch at www.datarails.com

Load More

Datarails is a financial planning and analysis platform for Excel users. Its FP&A software solution automates data consolidation, reporting and planning, while enabling finance teams to continue using their own Excel spreadsheets and financial models.

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