Sea Cloud Consulting

Tag: FP&A Consulting

  • Strategic Planning For FP&A: 4 roles That Are Essential

    Strategic planning isn’t easy. When multiple teams and diverse skills come together, the process can go off the rails. 🛤️ Based on my past experiences, I have realized that there are four roles that are essential for successful strategic planning. Some people can play multiple roles, and multiple people may help execute a role, but… →

  • Strategic Planning For FP&A: What Is It? What is FP&A’s Role?

    Q2 is when many companies kick off strategic planning, and this process is one of the best opportunities for FP&A to help drive impact. The stakes are high, as bad decisions or lack of action could hurt the company’s growth or focus. Over a series of posts, I’m going to share what I have learned… →

  • Rethinking ROI in Finance: Key Questions to Ask

    “What’s the ROI?” 🤔 This is a fair question that I have often asked during my FP&A career, but it’s not always the right one. To be clear, if the amount is large enough and/or the return is forecastable, then ROI is the right way to go. However, for ‘small-to-medium-sized’ requests with uncertain payoffs, there is a… →

  • Building Scalable Hiring Processes in Finance

    Current and future headcount data is critical for a financial forecast but can become a massive time suck 🌀 for FP&A teams if a scalable workflow is not created from the beginning. Lately, I’ve been working with two clients, one early-stage and one more mature, which has made me reflect on how to build a… →

  • Follow up to ‘Building an FP&A team from 0 to 5’

    Last week, I wrote about growing an FP&A team from 0 to 5, based on my experience. This week, I hand-picked sources, added them to Google’s NotebookLM, and used the software to summarize insights. By selecting the sources myself, I avoid the ‘average answer’ that AI models like ChatGPT might provide. Next, I curated the… →

  • Building an FP&A team from 0 to 5

    Last week, somebody asked me about how I would build an FP&A team from 0 to 5. Here is how I would approach it. 𝗛𝗶𝗿𝗲 𝘁𝗵𝗲 𝗥𝗶𝗴𝗵𝘁 𝗙𝗶𝗿𝘀𝘁 𝗧𝗲𝗮𝗺 𝗠𝗲𝗺𝗯𝗲𝗿Start by hiring someone with a broad skillset who is eager to learn and comfortable taking on everything. Strong financial modeling skills and the ability to build… →

  • Launch of Sea Cloud Consulting: Strategic FP&A For Early-Stage Growth Companies

    I’m excited to announce the launch of my FP&A consulting business, Sea Cloud Consulting. When I was working full time, I always wished that I had an experienced resource that I could call when times were busy, either for project-based work or as a second set of hands. That is what I’m now offering. My focus… →