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

    Strategic planning isnโ€™t easy. When multiple teams and diverse skills come together, the process can go off the rails. ๐Ÿ›ค๏ธ 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 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†’