• Building Scalable Hiring Processes in Finance

    Current and future headcount data is critical for a financial forecast but can become a massive time suck ๐ŸŒ€ 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 โ†’

  • 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 Googleโ€™s NotebookLM, and used the software to summarize insights. By selecting the sources myself, I avoid the โ€˜average answerโ€™ that AI models like ChatGPT might provide. Next, I curated the โ†’

  • 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.ย Here is how I would approach it. ๐—›๐—ถ๐—ฟ๐—ฒ ๐˜๐—ต๐—ฒ ๐—ฅ๐—ถ๐—ด๐—ต๐˜ ๐—™๐—ถ๐—ฟ๐˜€๐˜ ๐—ง๐—ฒ๐—ฎ๐—บ ๐— ๐—ฒ๐—บ๐—ฏ๐—ฒ๐—ฟStart 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 โ†’

  • 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. Itโ€™s seen as an easy target (โ€œjust overheadโ€), 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 โ†’