FP&A Today

Epizodai

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  The $100M Revenue Mistake Everyone Missed 16.09.2026 59min

  For FP&A, the most dangerous revenue number may be the one that looks credible enough not to question. A $100 million acquisition was just three weeks from closing. The target had been audited, the opinion had come back clean, and the deal looked compelling. Then Devon Coombs, CPA, spent a weekend digging through the contracts and came back with a very different conclusion: the revenue story did not match the contractual rights and cash flows underneath it. In this episode of FP&A Today, Devon explains why FP&A cannot automatically treat invoicing as revenue, how principal-versus-agent decisions can make the same transaction appear as either $100 or $3 of reported revenue, and why worsening cash flow can reveal problems that a strong top line hides. The conversation also looks ahead to AI and consumption-based pricing, where minimum commitments, usage, overages, invoicing cadence, and contract structure can make forecasting and revenue recognition substantially more complex. The bigger lesson for FP&A is simple: understanding revenue means understanding the contracts and economics behind the number, not just the number itself. Key Moments Revenue and cash flow need to tell a coherent story. Rising revenue and income should trigger questions when operating cash outflows continue to deteriorate. An invoice is not automatically revenue. Recognition depends on contractual rights, performance obligations, and when those obligations are actually satisfied. Gross versus net revenue can dramatically change the top line. The same $100 transaction could result in $100 or $3 of reported revenue depending on the company's role in the transaction. Good diligence starts before management explains the numbers. Devon describes looking at the financials first, forming an independent view, and then going directly to the underlying contracts. Contracts are an FP&A input, not only an accounting or legal document. Pricing, billing, and commercial terms can materially affect forecasts and the economics FP&A is trying to model. Standardization reduces revenue risk. Clearer offerings, pricing structures, contracts, and RevRec processes make it easier to scale without discovering problems during a transaction. AI and consumption pricing are changing the forecasting problem. Minimum commitments, overages, usage, breakage, and billing cadence can produce very different revenue patterns. Finance teams need a revenue architecture strategy. FP&A should understand how pricing, contracts, billing, revenue recognition, and forecasting fit together as one system. Timestamps 05:29 — Should the same transaction produce $100 of revenue or $3?08:15 — Why invoicing does not necessarily equal revenue12:30 — The $100M acquisition everyone wanted to move forward with17:58 — Devon's diligence method: start with the numbers, then read the contracts18:42 — How the buyer avoided a $100M mistake40:40 — Why SaaS, AI, and consumption-based pricing are changing the revenue model48:45 — Practical steps for aligning offerings, contracts, and RevRec56:05 — The revenue architecture question every FP&A team should be askingEarn CPE Credits If you would like to earn CPE credit for listening to the show, visit earmarkcpe.com/fpna. Download the app, take a short quiz, and get your CPE certificate. Further Reading/Listening Devon Coombs — Website & Resources:https://www.devoncoombs.com/ Connect with Devon on LinkedIn:https://www.linkedin.com/in/devoncoombs/ The 10 Laws of Finance:https://www.devoncoombs.com/book
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  50% of your job needs to be finance transformation: Anders Liu-Lindberg 08.09.2026 1val 7min

  Top FP&A business consultant Anders Liu-Lindberg joins FP&A Today four years after his first appearance on the show to talk about the radical changes in FP&A and CFO transformation over that period. In the time since, Anders has cemented his reputation as one of the most in-demand consultants for finance transformation, sharing his practical, on-the-ground experience. 4 years on: what's changed in FP&A transformation How career-minded FP&A professionals are enjoying the best era ever A real example of a finance transformation that didn't land 3 metrics to measure the impact of business partnering Why CFOs should obsess over value If you would like to earn CPE credit for listening to the show, visit earmarkcpe.com/fpna. Download the app, take a short quiz, and get your CPE certificate. Further reading/listening Communicating Financials to Executives: by Anders Liu-Lindberg (Author), Christian Frantz Hansen  FP&A Today: More than 12 ERP implementations later…Cindy Vindasius
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  What boards really expect - from a CFO and Executive who isn’t coaching from the sidelines 02.09.2026 58min

  Peter McKenzie, GM at a Blackstone portfolio company, professor at IESE Business School, and speaker at 50+ conferences across the world, talks frankly about executive presence for finance professionals, developed through 25+ years of C-suite experience   He coaches FP&A teams and CFOs on what exactly separates the executives who get recognised from the ones who don't (Communicate with influence, not just authority and focus on strategy and what boards actually want).  In this episode What the board reads (and skips) in a board deck  What “business partnership” actually means  What knowing the numbers means  How to draw a narrative “red line”  Now that AI writes a competent narrative, what's the role for finance? 
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  Goodbye to Glenn: Meet the new Host of FP&A Today 11.08.2026 42min

  After two years in the host's chair, Glenn Hopper passes FP&A Today to its new host, Sarah Schlott:  a 20-year FP&A leader. The two swap stories on their unlikely paths into finance (including Glenn's forgotten 2006 indie film ), then dig into what's next for the show: more curiosity, more challenging of FP&A's "sacred cows".    Glenn's new book: The AI-Ready CFO: A Strategic Guide to Evaluating and Implementing AI, Automation, and Analytics https://www.amazon.com/AI-Ready-CFO-Evaluating-Implementing-Automation/dp/1394415885   Two recommended follows for AI content  https://www.youtube.com/@AIDailyBrief   https://www.youtube.com/ ⁨@matthew_berman⁩    
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  Lessons from a finance revolution at Mars, with Colin Moss 26.07.2026 45min

  Colin Moss worked for more than 10 years at Mars, which produces some of the world's best-loved brands including Royal Canin, M&M’s and Snickers. In this role, he partnered with the global Finance leadership team to design to stand up the new FinTech function, strengthening the connection between Finance and IT and leading a portfolio of 40+ initiatives, establishing resource and financial management disciplines (before that he was at famed confectionary maker Cadbury). In 2025 he took the leap to set up his own business, CM Strategies working  with organisations navigating growth and complexity, helping them redesign how the finance department partners with the business and builds capability .   His message about the function of FP&A is resonant and powerful:“One  of the ways that I've seen it described is that your business, and  leadership team is, is the “head”, and FP&A is the “neck” because FP&A is showing that team where to look. In this context, FP&A is helping what's the context we're operating in? What's the strategy that we're executing against? And what does that mean for where we focus? What do we put our attention on? And that can be showing up in what KPIs we look at, but also what processes we need to improve.?”   In this episode Path to creation of my own business (in a “hard to leave” business) Early audit roles as the foundation of my career My early lessons about business partnership at Cadbury and Mars  Lessons from global finance transformation at Mars including KPI design and management reporting Power of judgement in FP&A    Find out more about CM Strategies at  www.cmstrategies.co.uk
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  From Farm to FP&A: How California Dairies delivers 17 billion pounds of milk each year 05.07.2026 51min

  We take a deep dive into the finances behind the agricultural and food beverage sector with Brad Mooney, Director of FP&A at California Dairies. FP&A drives success at California Dairies which produces 40 percent of California’s milk (300 family-owned and operated members ship 17billion pounds of high quality milk annually) and is a manufacturer of quality butter, fluid milk products, and milk powders (including Challenge and Danish Creamery and milk powder brand, DairyAmerica). In this episode former Marine Corps turned FP&A leader Brad Mooney talks: Building the plane as we flew it building FP&A The metrics of “Timing yield and supply”  at California Dairies  The Four Ps in finance building Effectiveness of planning  and forecasting in a supply-driven business  My view of FP&A Development  FP&A as therapist 
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  From Ports to the Deal Table: How FP&A Earned a Seat at Peel Ports 23.06.2026 45min

  In our first FP&A Today episode to cover the shipping, ports and haulage sector, we look at the FP&A powering Peel Ports Group, the second largest port operator in the UK, which manages the vital gateways powering the UK. Alex Roche has built the FP&A team at Peels Ports, based in Liverpool, England, which generates £800M spread across 10 divisions. The group has invested over £1.5 billion over the past decade in advanced logistics, cranes, warehouses, and terminal upgrades. Highlights of his nearly decade time at Peel Ports include Co-building the Group's FP&A function for a £400m-EBITDA multi-site, and developing formal evaluation models for two major commercial deals totalling £100m+, enabling better-informed investment decisions and a £7.5m increase in realised deal value    In this episode: The importance of volume in ports and how KPIs revolve around the metric M&A at Peels Port and setting up the FP&A team and building models  FP&A recommendations around vertical integration  with a new haulage business  The power of teaching others coming up in finance and accounting Why Simon Sinek was right and FP&A should start with why   Board on Peace Brigades International UK as a finance trustee  Two favorite Excel functions 
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  Scaling FP&A at RingCentral: Dan Newman 14.06.2026 47min

  Dan Newman heads FP&A at RingCentral, a $2.5B public SaaS company (a platform for business phone, SMS, contact center, workforce engagement management, video collaboration, and messaging) , where he has overseen a  period of 10X growth. Discussing a career comprising consulting, being a financial analyst at Salesforce, private-equity-backed startups, Dan discusses building financial models towards a sale, navigating the shift from 30% growth to efficiency, and AI processes. In this episode Building the FP&A team at SchoolMessenger and pivoting to a sale  Joining RingCentral at a $250m run rate and a six-person FP&A team towards $2.5billion Why revenue is rarely as simple as it looks  Business partnering in an age of efficiency in SaaS
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  Transforming FP&A at Fannie Mae into an “enterprise intelligence engine” 02.06.2026 42min

  Caroline McAuliffe is Senior Vice President, Head of Corporate Finance (FP&A and Procurement) at Fannie Mae. In its Q1 2026 results, the government-owned mortgage giant boasted 33 consecutive quarters of profitability and $3.7B in net income in the quarter—delivered by a team of 7,000 employees. In this episode Caroline reveals the FP&A mindset and processes behind this success. The career progression from audit to controllership, and FP&A Combining procurement and FP&A  Shifting from an annual budget cycle to a 2-year rolling forecast How AI is transforming repetitive low value work including AI “flash reports needed supporting 50 officers at Fannie Mae Secrets to being a CTA (Challenging Trusted Advisor) at Fannie Mae 
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  Marketing vs FP&A: adventures in business partnering 18.05.2026 49min

  In the third in our series on finance business partnering we are joined by David Manela, who has had the role of CRO and CMO at Fiverr, Ideei, and Vivre. As managing partner and co-founder of Violet Growth he is in high-demand at some of the hottest scaling companies, designing a  growth operating system that “speaks the CFO’s language from day one”. It is tailored to companies spending more than $10m annually on marketing and sales - with digital as the main growth channel.“Spending a dollar in marketing is no different than spending a dollar in infrastructure, on say a forklift that you might need for your warehouse. You need a return on a specific schedule, and you need a percentage of returns on that schedule. Don't start with a campaign, start with a financial goal.”   In this episode on the highlights and lowlights of the FP&A relationship with marketing, David talks:   His background from audit to marketing and P&L responsibility at companies  Marketing as an “investment” not a “cost” The power of getting a marketing forecast  based on cohort behavior  Payback period and capital constraints at Fiverr Disconnected and expensive mistakes in business partnering  The power of AI in marketing and finance   
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  Sales vs. Finance: What Great Business Partnership Really Looks Like 07.05.2026 53min

  Swati Bagri, head of FP&A for a major global FMCG company was told early in her career: “Either you are sales or you are helping sales”. In this second in our series of finance business partnership Swati, representing finance, is joined by Stephanie Troy, VP of Sales at Datarails, for a candid conversation with host Glenn Hopper about what sales leaders actually need from FP&A, and what great revenue-producing partnerships look like. In this special episode:  The dynamics of sales vs finance needs  Pipeline communication challenges  The problems with forecasting Where lack of communication hurts sales and finance What finance needs from sales leaders in budget season Dealing with the Office of No 
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  Finance Business Partnering, part 1: lessons from Ontex, P&G, and Gillette 30.04.2026 52min

  Today on the show, we're launching a special series on finance business partnering - exploring different facets of modern finance business partnering. Today’s special guest is Tunc Tezel VP group FP&A, Ontax, bringing 30-years of lessons from Ontex, Pladis, British American Tobacco, Procter & Gamble, and Gillette - business partnering with marketing, sales, and operations to reach common goals and bringing some of the most popular CPG products to market.  From “spy” to “strategist” in business partnering    Secrets to storytelling  Embedded vs. centralised FP&A business partnering  Working capital as a partnering tool Breaking bad news in business partnering  When business partnering breaks down
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  “If the data's wrong, it doesn't matter how advanced your model is" - Tom Hinkle on AI and data strategy in FP&A 21.04.2026 54min

  Tom Hinkle, senior leader in data and analytics at TIAA, has  built his career at the intersection of finance, technology, and strategy. He also has a budding YouTube channel (Tom's Data World, which includes instructional videos on Excel, SQL, and AI). He's worked extensively with Excel (is a Microsoft MVP) and SQL, as well as Tableau and Power BI, and has worked with major financial institutions, including Bank of America, Wells Fargo, and TIAA.  "Nobody really gets excited about spending money on data governance. They get excited about machine learning, about AI, about data storytelling — everybody wants seminars on that. But data governance? At the end of the day, you're coming up with something you thought was right anyway, and then you're asking someone to spend more money just to make sure it's right." Why data governance is the foundation of AI  Trust but verify challenges The two sides of data governance: master data management vs. data quality and controls How FP&A teams should think about their role as downstream consumers of data Why domain expertise is still non-negotiable in the age of vibe coding Tom's Minesweeper-in-Excel story, and what it taught him about prompting
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  From Rice Paper to AI: FP&A Lessons from 30 Years at the Top of Global Finance - Sébastien Privel 13.04.2026 52min

  What does it actually take to move FP&A activities into a shared service organization at Coca-Cola— and then transform how a global marketing giant manages billions in spend? Sébastien Privel, Senior Director Financial Services FP&A, has done both. Sébastien Privel career spans pharma controllership in late-'90s Beijing to country CFO for France, being involved in the implementation Coca-Cola's global FP&A shared services from scratch, before leading a multi-year marketing finance transformation   In this episode  Building finance infrastructure from scratch in 1990s China — from rice paper ledgers to SAP, with floppy disks in between.  Business partnering and being the finance voice in multi functions projects (including Coca-Cola buying Tropico an iconic French brand)  Driving transformation in the FP&A area standardizing processes and moving key activities to a shared service organisation Experimenting with AI including baseline forecasting and the real impact
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  More than 12 ERP implementations later…Cindy Vindasius 01.04.2026 53min

  Cindy Vindasius is the founder and CEO of Vindasius Advisory, and former Corporate Controller, and has spent more than 30 years helping high growth and enterprise companies build scalable finance systems. She's led more than a dozen ERP implementations across platforms like NetSuite, SAP, and Oracle, and has supported multiple IPOs, M&A transactions, and global compliance efforts. Her interview provides a wealth of information for FP&A professionals   Why FP&A need to be involved in ERP implementation for enhanced reporting  New wave of AI-driven ERPs: what I really think  The ROI of an ERP Implementation  ERP Mastery Program 6 video course: https://www.vindasius.com/mastery-program
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  Riding the roller coaster of finance: Mykola Chyzhevskyi, Merlin Entertainment 19.03.2026 40min

  Mykola is Finance Business Partner at Merlin Entertainments – offering some of the most popular attractions in the world including LEGOLAND Resorts, Thorpe Park and Alton Towers. Merlin welcomes more than 62 million guests annually to its diverse global estate in over 20 countries. Before Merlin, Mykola spent several years as a finance director at a fast-growing law firm, where the business tripled in size in just a few years. In this episode: Finance in a law firm - getting from technical finance to business partnering Reducing risk as the Ukraine war started  The business of Merlin Entertainment - from forecasting to cost control Working with procurement on validation of costs key metrics including attendance, guest spends and promotion The power of business partnering: consistency, curiosity and understanding your business 
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  From Creation of Accounting Standards to Building an AI tool - Adam Hibbs 16.03.2026 57min

  Adam Hibbs has pretty non-linear paths into finance:New Zealand telecom regulator, OfCom, Vodafone, Cable & Wireless, UK Ministry of Defense, and now Global Director of Commercial Strategy at AICPA & CIMA. Financial modeling, commercial contracts, cloud infrastructure, and leadership across blue-chip organizations was preparation for building Josie, that is AICPA & CIMA's generative AI tool for accounting and auditing. In this episode: What makes Josie genuinely different from ChatGPT or Claude for technical accounting work Curated dataset of 40,000 pieces of proprietary IP, real-time updates to FASB, PCAOB, and auditing standards Josie ($550 per subscriber) named after Josiah Wedgwood and a new form of cost accounting CGMA vs CPA Where AI and finance intersect in the next 12-24 months
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  FP&A vs Accountants in an AI era - with Accountant Emily Feinstone 12.03.2026 52min

  Emily Feinstone is an accounting manager at Eventus Advisory Group and unusually tech-forward in how she works. Emily spends her days building better processes, automating repetitive finance workflows, and making high volume operational data usable. And instead of opting for a  traditional CPA first route after 20 years of experience, she is pursuing a degree in data science: “ I want to be the one that teaches the AI and not the one that is replaced by AI. I want to be the one that knows how to use it the best to my advantage.” Emily also talks about accounting vs FP&A: You don't even see overhead. It's allocated…but you don't know that it took me two, two and a half hours to prepare that entry and another two hours to key it in.” In this episode:  Blurring of lines between data analysts and accountants  The future of the accounting profession in an AI era  Transforming an Excel based invoice and commission process  Keeping raceability and controls + automation  Why I wont trust AI to do my accounting journal entries 
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  After the Gold Rush: The $75M Operation behind America's Hockey Champions 23.02.2026 47min

  The history-making USA Hockey won golds (and millions of fans in the process) at Milan’s Olympic Games. But behind the on-ice glory is a $75 million organization with a finance function as disciplined as its players. Kelly Mahncke , CFO of USA Hockey, joins Glenn Hopper and FP&A Today to pull back the curtain on what it takes to fund the gold-winning national hockey program — with business interests from memberships and sponsorships to restaurants and insurance. Kelly traces her own journey from center ice to chasing the bottom line, explaining how a hockey career shaped her instincts as a finance leader. She walks us through four-year "quad budgets" and the typical annual cycle, and what it took to weather COVID's financial shock, from cash management to the logistical nightmare of paused travel programs. She also gets into the digital transformation underway at USA Hockey. And why she believes curiosity is the defining trait of great FP&A professionals. Catch this fascinating look at finance leadership — at the peak of Hockey USA's Olympic moment.
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  How to ignore the loud numbers and listen for the quiet risks: Sahil Kamani 20.02.2026 53min

  Sahil Kamani, is a Berlin-based senior finance leader and FP&A professional at Ellie (Volkswagen Group), Starting at a credit rating agency in the wake of the 2008 financial crisis — inspired, fittingly, by a fascination with the documentary Inside Job — Sahil moved through regulation, capital markets, and an MBA before pivoting into operational finance  In this episode:  Being the person handing out credit ratings  Cash burn and the KPIs that matter most in a turnaround What bankers and regulators instinctively look for  How the CFO you work influences your storytelling Being CFO of Berlin's fastest-growing pickleball club.   Sahil R Kamani on LinkedIn:https://www.linkedin.com/in/sahilrkamani/