In this webinar, we will delve into basic strategies for budgeting success, as well as more advanced techniques. Our experts will provide actionable insights and practical tips to help streamline your budgeting process, align your financial goals with business objectives, and leverage technology to enhance accuracy and efficiency.
Our panelists will talk about their experiences, challenges, and opportunities they have dealt with throughout their careers.
Whether you’re a startup or an established business, this session will equip you with the tools and knowledge needed to navigate the 2024 financial landscape confidently.
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Speakers
Zachary is a seasoned finance partner with an MBA, currently serving as Senior Director of Finance and Strategy at Peek. His specialties include FP&A, Revenue Operations, ERP implementations, strategic decision making and operational improvement.
Carolina is an FP&A and financial modeling expert, currently serving as Managing Director at Tactical Financial, offering financial consulting and corporate training. In addition to holding a Master of Accountancy, she brings experience managing and implementing financial planning systems in large multinational corporations.
David has experience in FP&A by actively participating in a $30M series B venture capital fundraising. Later in his career David played a key role in a company exit for more than $200M. He is currently teaching Excel & Copilot through compelling videos on his YouTube channel Piggy Bank Accountant.
Speakers
Sponsored by Datarails’ FP&A Community
