I write about FP&A topic. I did a series on strategic planning and cost savings initiatives. I have written about financial modeling, Excel tips and how I use AI.
One of my most popular posts was about hiring an FP&A team from scratch.
Subscribe for FP&A insights tailored for growth companies:
Topics Covered
accounting AI balance sheet budgeting CFO Insights corporate-finance corporate strategy Cost Savings driver-based planning efficiency-metrics Excel Tips financial analysis financial modeling financial statements forecasting techniques forecast validation FP&A FP&A Best Practices FP&A Consulting Good Strategy Bad Strategy headcount hiring investing leadership leadership alignment R&D finance startups Strategic Frameworks strategic planning strategy technology
Strategic Planning:
Cost Savings:
Strategic Planning For FP&A: Guide to Identifying Key Questions To Answer
As strategic planning starts to pick up for most companies, finance teams should start to zero in on the most important strategic questions facing the company. 🎯 Do you know how to do this? Here’s a practical guide to identify strategic issues that need to be addressed: 🔍𝗦𝘁𝗮𝗿𝘁 𝘄𝗶𝘁𝗵 𝘄𝗵𝗮𝘁 𝘆𝗼𝘂 𝗵𝗮𝘃𝗲 Strategic questions are often…
Strategic Planning For FP&A: How To Nail The Kickoff Meeting
You’re in FP&A and the CFO suddenly asks you to lead strategic planning out of the blue. You just joined a few weeks ago.⚡Do you know where to start? There is a lot to consider, but one of the first steps is a kickoff meeting with senior leaders. Here are some practical questions (not exhaustive) to cover…
Strategic Planning For FP&A: Helpful Strategic Frameworks
Stop being just the FP&A reporting team—lean into strategy. This post shares a practical framework any FP&A leader can apply to sharpen strategic thinking. 🎯 In Good Strategy / Bad Strategy, Richard Rumelt introduces the “kernel of strategy” and breaks it down into three components:• Diagnosis• Guiding Policy• Coherent Actions I’m using this as the…
Posts
Posts
4 Strategic Approaches for Finance in R&D Management (Cost Savings 3 of 3)
During an interview for an FP&A role at a biotech company several years ago, the head of R&D asked how I would evaluate their sizable annual R&D investment. I suggested project-level discounted cash flows (DCFs), but my answer was impractical and incomplete. R&D is often a challenging area for finance professionals, requiring a delicate balance…
Maximizing G&A Efficiency: Cost-Cutting Strategies (Cost Savings 2 of 3)
When the pressure is on to reduce costs, G&A often finds itself on the chopping block. It’s seen as an easy target (“just overhead”), but this view can be oversimplified and even misleading. This is the second post in my series on cost-cutting strategies. In the first I covered how to cut costs without…
Strategic Cost-Cutting Without Layoffs (Cost Savings 1 of 3)
Controlling costs is a critical part of FP&A, both during budgeting and as actuals are reviewed each month. However, catalysts such as a revenue shortfall or an acquisition may require rapid cost-cutting measures. In these cases, you need to maximize savings without compromising the company’s ability to execute its strategy and ideally without impacting anybody’s…
Sea Cloud Consulting 