The FP&A Guy Network

In this episode of Financial Modeler’s Corner , Paul Barnhurst speaks with Oren Klaff about how financial modeling can become a powerful tool for deal-making, investment decisions, and career growth. Oren explains why modelers should focus on identifying key sensitivities, communicating insights effectively, and helping buyers and sellers find ways to make deals work rather than simply pointing out flaws. Oren Klaff is a Private Equity Fund Manager and the bestselling author of Pitch Anything . Based in Beverly Hills, California, he focuses on recruiting smart people to join his portfolio companies. Oren began his career as a financial analyst in private equity before moving into deal-making and capital raising. His experience in financial modeling has played a key role in his approach to deal-making and raising capital. Expect to Learn: How financial modeling can help you transition into deal-making and capital raising. Why identifying sensitive assumptions is more valuable than simply finding errors. How analysts can avoid antagonizing other parties and instead help move deals forward. What makes a financial model professional, usable, and trustworthy. Why simplicity and structure matter when building models for business users. Here are a few relevant quotes from the episode: "Excel will never die. Rock and roll will never die, and Excel will never die." - Oren Klaff "The shortest path to high status is finding something wrong." - Oren Klaff Oren explains that the real value of a modeler goes beyond building technically complex spreadsheets. The best modelers help decision-makers understand what matters, communicate uncertainty, and find practical ways to move a deal forward. A strong model should also be simple enough for business users to operate and robust enough to withstand scrutiny. Join FMI’s Global Conference: Take your financial modeling skills to the next level with FMI’s Global Financial Modeling Conference. Experience 24 hours of learning, networking, and practical insights from leading experts across the finance community. Register today: https://fminstitute.com/conference/ Follow Oren: LinkedIn: https://www.linkedin.com/in/orenklaff/ Follow Financial Modeler's Corner: LinkedIn: https://www.linkedin.com/company/financial-modeler-s-corner/ Newsletter - Subscribe on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation today and get 15% off using the code “ Podcast ” at https://bit.ly/497oAqW Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review. In Today's Episode: [00:00] - Trailer [05:20] - Finding Insight in the Numbers [07:28] - Moving From Analyst to Deal Maker [10:58] - Using Modeling Without Antagonizing the Other Side [15:26] - Price, Terms, and Making Deals Work [20:11] - Real-World Applications of Modeling in Deals [23:24] - Modeling Horror Stories & What Good Models Look Like [31:25] - Building Models That Help Raise Money [35:20] - Storytelling With Numbers [40:13] - Pitch Anything and the Role of Status [43:24] - Rapid Fire: Excel, AI, Sensitivity Analysis & More [44:53] - Final Advice for Advancing Your Modeling Career

In this episode of FP&A Unlocked, Paul Barnhurst speaks with Asif Masani about his new book, The Precision Trap , and why finance teams can focus too much on accuracy and miss the decision window. Asif explains how FP&A professionals can deliver timely analysis, influence business decisions, and become stronger business partners. Asif Masani is a Director at FP&A Professionals Institute and FP&A Jobs, an author, and Udemy instructor focused on helping finance professionals develop their FP&A skills. He is the author of All About FP&A , From Accounting to FP&A , and Data Storytelling Playbook . Expect to Learn: What the “precision trap” means for FP&A. Why timely analysis can be more valuable than perfect accuracy. How to choose the right level of accuracy for a decision. What questions to ask before starting an analysis. How finance professionals can become better business partners. How the DERP framework improves variance analysis. Here are a few relevant quotes from the episode: "Finance people are very good at doing analysis, but they're not very good at influencing decisions." - Asif Masani "The decision that could wait earlier for three weeks, can't wait today for three days." - Asif Masani The key to avoiding the precision trap is understanding what decision the analysis needs to support, who needs it, and when they need it. Asif explains why finance professionals should focus on delivering useful analysis at the right time and earning a place in important business decisions. Follow Asif: LinkedIn: https://www.linkedin.com/in/asifmasani/ Website: https://fpnaprofessionals.com/ Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review. Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com , listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details. In Today's Episode: [00:00] - Trailer [04:58] - What Great FP&A Looks Like [10:30] - Building the FP&A Professionals Institute [18:33] - Understanding the Precision Trap [20:35] - Why Timely Analysis Matters [29:44] - Spotting the Precision Trap in Organizations [35:16] - Essential FP&A Skills [38:04] - The DERP Framework [39:54] - Getting to Know Asif [44:56] - Final Advice for Finance Professionals

In this episode of Future Finance, Paul Barnhurst and Glenn Hopper discuss AI fatigue and why finance professionals should focus less on chasing new models and more on using AI effectively. They share practical ways to improve AI results through better instructions, reference files, context, and data foundations. In this episode, you will discover: Why AI fatigue is becoming a real challenge. Why prompting alone is no longer enough. How context and reference files improve AI results. Why clean data and clear KPIs matter. How finance teams can start using AI more effectively. Paul and Glenn emphasize that finance teams do not need to build complicated systems immediately. Starting with clear data definitions, documented sources, and simple context files can already make AI much more useful. Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul : LinkedIn: https://www.linkedin.com/in/thefpandaguy Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review. Future Finance is sponsored by QFlow.ai , the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike. In Today's Episode: [00:00] - Introduction [01:07] - AI Fatigue [04:09] - Using AI Effectively [05:44] - The Changing Role of Prompting [07:40] - AI for Financial Modelling [11:37] - AI and Finance Data [14:47] - Building a Data Foundation [18:10] - Practical AI Tips [19:08] - Closing Thoughts

In this episode of Financial Modeler’s Corner, Paul Barnhurst speaks with Marli van Staden-Basson about best-practice financial modeling, AI, model design, and the skills needed to build reliable models. Marli explains why transparency, usability, and risk management matter, and how AI makes strong modeling practices even more important. Marli van Staden-Basson is the founder and financial modeling specialist at Near Future Limited, with over 20 years of experience in corporate and infrastructure finance. She specializes in renewable energy and digital infrastructure modeling, including complex model development and independent model audits. Expect to Learn: What best-practice financial modeling really means. Why model design and transparency are so important. How AI is changing financial modeling. Common modeling mistakes and practices to avoid. How to design models around the people who use them. Why human review remains essential when using AI. Here are a few relevant quotes from the episode: "You are still the last line of defence as the human modeler." - Marli van Staden-Basson "A good financial model should really be doing a single thing." - Marli van Staden-Basson AI can make modeling faster, but Marli explains why it does not replace good modeling practices. Clear design, purposeful structure, checks, and human judgement remain essential for creating models that are reliable and easy to review. Follow Marli: LinkedIn: https://www.linkedin.com/in/marli-van-staden-basson-7119ba28/ Follow Financial Modeler's Corner: LinkedIn: https://www.linkedin.com/company/financial-modeler-s-corner/ Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review. Newsletter - Subscribe on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation today and get 15% off using the code “ Podcast ” at https://bit.ly/497oAqW In Today's Episode: [00:00] - Trailer [03:29] - Building a Career in Financial Modeling [07:18] - Breaking the Modeler Stereotype [10:54] - Financial Modeling Horror Stories [18:49] - Starting a Financial Modeling Consultancy [24:28] - AI and Best-Practice Modeling [30:26] - Why Model Design Matters [37:07] - Tips for Building Better Models [41:23] - Worst Modeling Practices to Avoid [47:43] - Excel Rapid Fire [51:05] - AI and the Future of Modeling

In this episode of FP&A Unlocked, host Paul Barnhurst is joined by Zach Rial and Chris Ortega, alongside co-host Glenn Snyder, to discuss budgeting and forecasting best practices. The conversation explores how finance teams should think about the purpose of budgeting, balancing control with agility, involving the business in the planning process, and using forecasting as a tool for better decision-making. Zach Rial is a finance leader at AskElephant, a startup focused on revenue and conversation intelligence. He brings experience as an operator who uses finance, FP&A, and business insights to help companies grow and improve decision-making. Chris Ortega is the CEO of Fresh FP&A, a global fractional CFO and advisory firm supporting small and medium-sized businesses. Chris has over 20 years of experience in accounting, finance, and leadership roles, helping organizations build, scale, and prepare for growth. Expect to Learn: The real purpose of budgeting and forecasting How to create a business-focused planning process Why trust and partnership are essential for FP&A teams How to balance budget discipline with flexibility Best practices for managing AI costs and governance Here are a few relevant quotes from the episode: “A budget is the direction of where you want to go, but things change so much in a business.” - Chris Ortega “The budget process should not be a finance exercise. It’s an organizational exercise.” - Glenn Snyder Effective budgeting is not about predicting the future perfectly, it is about creating alignment, understanding business drivers, and enabling better decisions. The strongest FP&A teams use budgets and forecasts as tools to guide the business, build trust, and help leaders navigate uncertainty. Follow Zach: LinkedIn: https://www.linkedin.com/in/zacharyrial/ Follow Chris: LinkedIn: https://www.linkedin.com/in/freshcfo/ Follow Glenn: LinkedIn: https://www.linkedin.com/in/glenntsnyder/ Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review. Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com , listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details. In Today's Episode: [00:00] - Introduction [06:20] - The Purpose of Budgeting [12:26] - Making Budgeting a Business Process [17:24] - Building a Better Planning Approach [26:51] - Practical Budgeting and Forecasting Tips [37:44] - Building Trust With Business Partners [44:35] - Managing AI Costs and Governance [54:18] - Balancing Budget Control and Agility [58:35] - Final Advice

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper discuss AI fatigue, better ways for finance teams to use AI, and the growing challenge of forecasting AI costs. They explore why finance leaders should focus less on chasing new models and more on building the data, context, and workflows needed to get real value from AI. In this episode, you will discover: Why finance teams should stop chasing every new AI model. Why context is becoming more important than prompting alone. How better KPIs and data foundations improve AI results. How organizations can forecast and manage AI token costs. Why AI success should be measured by business outcomes. Paul and Glenn explain why effective AI adoption isn't about using the most tokens or knowing every new tool. It's about using AI to help finance make better, faster decisions. Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul : LinkedIn: https://www.linkedin.com/in/thefpandaguy Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review. Future Finance is sponsored by QFlow.ai , the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike. In Today’s Episode: [00:00] – Trailer [03:17] – AI Fatigue & Model Overload [09:38] – Beyond Prompt Engineering [16:03] – Building Better AI Context [24:29] – Organizing Finance Knowledge [27:29] – Token Maxing & AI Costs [32:06] – Forecasting Token Spend [38:23] – Focusing on Business Value [41:43] – Closing Thoughts

In this episode of Financial Modeler’s Corner, Paul Barnhurst speaks with Diarmuid Early about what separates great financial modelers from technically capable ones, the rise of AI in financial modeling, and why judgment remains essential. Diarmuid shares lessons from his career, his experience as a three-time World Financial Modeling Champion, and why understanding what a model actually means matters more than simply building it correctly. Diarmuid Early is the founder of Early Days Consulting, a data analytics and financial modeling consultancy. He previously worked at Boston Consulting Group and spent nearly a decade in Deutsche Bank’s Origination and Advisory division. He holds a PhD in computer science and is a three-time World Financial Modeling Champion, Excel MVP, and Master Financial Modeler Expect to Learn: Why great modelers think beyond simply building the model How assumptions and business understanding drive valuable financial models Where AI currently fits into financial modeling Why AI-generated models still require careful human review Why continuous learning remains essential for financial modelers Here are a few relevant quotes from the episode: “The hard part is getting everybody aligned. What are the assumptions?” - Diarmuid Early “There is a smart way to do it. And so if you're banging your head against it, go find the smart way.” - Diarmuid Early AI will continue to take on more of the technical work involved in financial modeling, but speed alone does not make a model useful or reliable. Strong modelers will continue to stand out through their ability to develop credible assumptions, interpret results, exercise judgment, and understand the decisions a model is meant to support. Follow Diarmuid: LinkedIn: https://www.linkedin.com/in/diarmuidearly/ YouTube: https://www.youtube.com/@dimearly Follow Financial Modeler's Corner: LinkedIn: https://www.linkedin.com/company/financial-modeler-s-corner/ Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review. Newsletter - Subscribe on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation today and get 15% off using the code “ Podcast ” at https://bit.ly/497oAqW In Today's Episode: [00:00] - Trailer [03:31] - Diarmuid’s Journey Into Financial Modeling [06:00] - Financial Modeler Stereotypes [08:20] - Career Advice for Aspiring Modelers [12:46] - Financial Modeling Competitions [14:59] - Consulting, Coaching, and Career Evolution [18:25] - Meeting Microsoft CEO Satya Nadella [21:08] - AI and the Future of Financial Modeling [25:41] - Why AI-Generated Models Still Need Review [31:09] - Financial Modeling Standards and Best Practices [35:19] - Diarmuid’s Most Challenging Modeling Case [39:28] - Excel Shortcuts and Modeling Tools [41:38] - Rapid-Fire Modeling Questions [46:01] - Continuous Learning and Final Advice

In this episode of FP&A Unlocked, host Paul Barnhurst is joined by Brock Beyer and Natalia Kudinova to discuss how vibe coding is changing the way finance professionals automate work and build practical tools. They explore real-world use cases, AI token costs, security and maintenance concerns, and why finance teams should start with simple, repetitive processes rather than business-critical systems. Brock Beyer is the CPA Controller at Jump, where he has used vibe coding to build internal productivity tools. Natalia Kudinova is a Senior Director at ABBYY with experience across finance leadership, treasury, tax, reporting, transformation, and process improvement. Expect to Learn: What vibe coding means for finance professionals Practical finance processes you can automate with AI How to manage AI token usage and costs Why security and human oversight remain essential How to start small and learn through experimentation Here are a few relevant quotes from the episode: “You don't have to feel this pressure to vibe code every single tool.” - Brock Beyer “Start with the tasks that you are most tired of doing manually.” - Natalia Kudinova Vibe coding is giving finance professionals new ways to automate repetitive work and build practical tools without traditional coding expertise. The key is to start small, focus on well-defined processes, and keep humans involved in reviewing results. As AI adoption grows, security, cost, and maintainability will remain critical considerations. Follow Natalia: LinkedIn: https://www.linkedin.com/in/natalia-kudinova-aca/ Follow Brock: LinkedIn: https://www.linkedin.com/in/brockbeyer/ Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review. Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com , listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details. In Today's Episode: [00:00] - Trailer [03:12] - What Great FP&A Looks Like [04:59] - What Is Vibe Coding? [09:36] - Getting Started With Vibe Coding [16:02] - Where Vibe Coding Makes Sense [20:21] - AI Token Costs and ROI [34:12] - Best Finance Processes to Automate [41:53] - What You Shouldn't Vibe Code [46:17] - Maintenance and Security [54:17] - Final Advice

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome Alex Curran, CEO of Aptitude Software, to discuss AI-native ERP, the changing role of CFOs, and how finance teams can prepare for AI adoption. Alex explains why strong data foundations, flexible architecture, and real-time finance systems are becoming essential. Alex Curran is the CEO of Aptitude Software, a company with decades of experience building finance solutions for complex organizations. After more than 12 years at Aptitude, Alex became CEO in late 2023 and now leads the company’s focus on AI-native finance technology, including the Fynapse platform. In this episode, you will discover: Why CFOs are becoming strategic partners in business decisions. Why clean, detailed data is essential for effective AI adoption. What makes an ERP system truly AI-native. How CFOs can evaluate legacy and newer AI-native ERP platforms. Why flexible AI models and real-time finance are becoming more important. Alex explains that successful AI adoption requires more than adding AI features to existing finance systems. Organizations need the right data and architecture to support changing AI technologies while meeting complex finance requirements. Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul : LinkedIn: https://www.linkedin.com/in/thefpandaguy Follow Alex: Website: http://fynapse.app/ LinkedIn: https://www.linkedin.com/in/alex-curran-9aa593b/ Future Finance is sponsored by QFlow.ai , the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike. In Today’s Episode: [00:56] – Meet Alex Curran [02:32] – Aptitude Software and Fynapse [05:16] – The Changing CFO Role [07:03] – Finance’s Data Problem [10:53] – AI-Native Finance Systems [14:33] – Evaluating ERP Options [17:32] – The Future of AI-Native ERP [18:59] – Closing Thoughts

In this episode of Financial Modeler’s Corner, Paul Barnhurst speaks with Ryan Humphrey about financial model auditing, the skills strong modelers need, and how AI is changing the profession. Ryan explains why communication, judgment, and independence matter alongside technical ability. He also shares how model audits work, why poorly structured models create risks, and how AI could shift financial modelers from building models toward reviewing and refining them. Ryan Humphrey is a Partner at Forvis Mazars in London, specializing in financial model audits, including accounting and tax reviews. A qualified chartered accountant, he contributed to How to Review a Spreadsheet and co-authored Credible Model Audit for the AI Era . He is also conducting research with Cambridge University in sustainability leadership and is an advocate for the energy transition. Expect to Learn: Why communication is essential in financial modeling How independent financial model audits support major investment decisions Why human judgment remains critical as AI improves How AI could shift financial modelers from building to reviewing Why continuous learning is increasingly important in the AI era Here are a few relevant quotes from the episode: “The model really is... a communication vector more than anything. It's about telling a story.” - Ryan Humphrey “What cannot be replaced is judgement.” - Ryan Humphrey AI is becoming increasingly capable of understanding and building spreadsheets, but credible-looking outputs can still contain errors. As AI takes on more of the technical building process, financial modelers will need to focus even more on judgment, review, communication, and understanding what a model is designed to accomplish. Follow Ryan: LinkedIn: https://www.linkedin.com/in/rchumphrey/ Website: https://www.forvismazars.com/uk/en/users/our-team/ryan-humphrey Follow Financial Modeler's Corner: LinkedIn: https://www.linkedin.com/company/financial-modeler-s-corner/ Newsletter - Subscribe on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation today and get 15% off using the code “ Podcast ” at https://bit.ly/497oAqW In Today's Episode: [02:31] - Why Communication Matters in Financial Modeling [05:14] - Ryan’s Financial Model Audit Nightmare [08:29] - How Financial Model Audits Work [10:18] - What Model Auditors Actually Validate [12:50] - Essential Skills for Model Auditors [16:45] - How AI Is Changing Financial Model Audits [19:26] - The Risks of Credible-Looking AI Models [20:45] - Moving From Model Building to Model Reviewing [21:25] - Continuous Learning and Final Advice

In this episode of FP&A Unlocked, host Paul Barnhurst is joined by Nitesh Mukhi, Rohit Menon, and Sweta Jhalani to discuss how AI is transforming the FP&A profession and changing the way finance teams work. The guests share their experiences with the AI FP&A Programme, exploring practical AI applications, automation, financial analysis, and the skills finance professionals need to stay ahead. They also discuss why domain expertise, human judgment, and business understanding remain essential in an AI-driven finance world. Nitesh Mukhi is the Finance Director at Presight AI, an AI analytics and big data analytics company in Abu Dhabi, with over two decades of experience across auditing, financial analysis, treasury, and FP&A roles at companies including Schlumberger, FedEx, and KPMG. Rohit Menon is a Regional Finance professional at Bioltec with more than 19 years of experience across multinational companies, focusing on finance transformation and developing FP&A capabilities. Sweta Jhalani is a Chartered Accountant and FP&A Manager based in India who transitioned from audit into FP&A, building experience in financial planning, analysis, and business partnering Expect to Learn: How AI is transforming FP&A workflows Practical finance use cases for AI tools The importance of financial modelling and business partnering Why human judgment remains critical in AI adoption Building the skills needed for the future of finance Here are a few relevant quotes from the episode: “AI is an enabler. It's going to enhance your work, and I think it's going to help you in your day-to-day work.” - Nitesh Mukhi “AI is not the solution to each and every problem.” - Sweta Jhalani AI is changing the way finance professionals approach their work, but the fundamentals of finance remain important. The ability to understand business needs, interpret data, communicate insights, and apply human judgment will continue to separate great FP&A professionals from the rest. Follow Nitesh: LinkedIn: https://www.linkedin.com/in/nitesh-mukhi-7504456/ Follow Rohit: LinkedIn: https://www.linkedin.com/in/rohit-menon1984/ Follow Sweta: LinkedIn: https://www.linkedin.com/in/caswetajhalani/ Disclosure: Portions of this episode (such as the introduction or promotional segments) uses AI-generated voice narration produced under human editorial review. Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com , listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details. In Today's Episode: [00:00] - Introduction [01:21] - Guest Introductions [04:09] - What Great FP&A Looks Like [07:17] - Why They Joined the AI FP&A Programme [12:06] - Inside the AI FP&A Programme [14:35] - Real-World AI Use Cases [17:15] - Key Lessons From the Programme [22:11] - The Reality of AI in Finance [30:14] - AI Projects and Applications [34:03] - Advice for Finance Professionals [36:50] - The Future of AI in FP&A [40:21] - Essential FP&A Skills [43:34] - Skills Needed for AI Success [46:36] - Quick-Fire Questions [52:20] - Final Thoughts and Advice

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome Alex Curran, CEO of Aptitude Software, to discuss the future of finance systems, AI-native ERP, and how organizations can prepare their finance functions for a rapidly changing technology landscape. Alex shares how finance teams can move beyond outdated systems, improve data foundations, and use AI to enable faster, more informed decision-making. Alex Curran is the CEO of Aptitude Software, a company that has spent over 40 years building finance solutions for complex organizations. After joining Aptitude over 12 years ago, Alex progressed through multiple leadership roles before becoming CEO in 2023. She now leads the company’s focus on AI-native finance technology and modern ERP solutions. In this episode, you will discover: Why CFOs are expected to become strategic partners in business decisions. Why clean data and strong architecture are essential for successful AI adoption. How AI-native ERP systems differ from traditional finance platforms. Why real-time finance and continuous close are becoming possible. How AI will change finance roles and create new opportunities. Alex explains why the future of finance is not just about adding AI tools, but about building the right systems, data foundations, and processes to make AI valuable and trustworthy. Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul : LinkedIn: https://www.linkedin.com/in/thefpandaguy Follow Alex: Website: http://fynapse.app/ LinkedIn: https://www.linkedin.com/in/alex-curran-9aa593b/ Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review. Future Finance is sponsored by QFlow.ai , the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike. In Today’s Episode: [00:00] – Trailer [05:22] – The Modern CFO Role [11:36] – Building Flexible AI Systems [15:16] – Evaluating ERP Solutions [19:08] – Legacy ERP vs AI-Native ERP [23:39] – Real-Time Finance & Continuous Close [27:02] – AI’s Impact on Finance Teams [30:24] – The Future of Accountants [35:44] – AI Questions & Leadership Lessons [36:53] – Finance System Implementation Challenges [38:40] – Alex’s CEO Journey [40:04] – Closing Thoughts on Finance’s Future

In this episode of Financial Modeler’s Corner, Paul Barnhurst speaks with Ryan Humphrey about financial model auditing, the skills strong modelers need, and how AI is changing the profession. Ryan explains why communication, judgment, and trust matter as much as technical ability. He also shares how model audits work, why poorly structured models create serious risks, and why finance professionals must continue developing their skills as AI takes on more of the building process. Ryan Humphrey is a Partner at Forvis Mazars in London, specializing in accounting, tax reviews, and financial model audits. A qualified chartered accountant, he co-authored Credible Model Audit for the AI Era and is currently researching sustainability leadership with Cambridge University. Expect to Learn: Why communication is essential in financial modeling How independent model audits support better decisions Why human judgement remains critical in the AI era How AI may shift modelers from building to reviewing Why trust and continuous learning are becoming more valuable Here are a few relevant quotes from the episode: "The model really is a communication vector more than anything. It is about telling a story." - Ryan Humphrey "Trust becomes so important because things can look right very quickly, even when they are not." - Ryan Humphrey AI may make financial models faster to build, but it also makes careful review more important. The future belongs to professionals who can combine technical knowledge with judgement, communication, and trusted decision-making. Follow Ryan: LinkedIn: https://www.linkedin.com/in/rchumphrey/ Website: https://www.forvismazars.com/uk/en/users/our-team/ryan-humphrey Follow Financial Modeler's Corner: LinkedIn: https://www.linkedin.com/company/financial-modeler-s-corner/ Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review. Newsletter - Subscribe on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation today and get 15% off using the code “ Podcast ” at https://bit.ly/497oAqW In Today's Episode: [00:00] -Trailer [05:16] - Why Communication Matters [06:45] - AI and the Future of Modeling Careers [08:50] - Ryan’s Model Audit Nightmare [12:26] - How Financial Model Audits Work [17:36] - Essential Skills for Model Auditors [21:35] - How AI Is Changing Model Audits [27:54] - The Growing Importance of Trust [32:34] - Why Continuous Learning Matters [37:30] - Excel Preferences and Shortcuts [41:30] - Rapid-Fire Modeling Questions [47:35] - Final Advice for Financial Modelers

In this episode of FP&A Unlocked, host Paul Barnhurst is joined by AI Finance Club members Eve Reiter, Jurgen Lang, and Bukie Faforiji for a discussion on how artificial intelligence is reshaping the future of FP&A. The panel shares how AI has changed the way they approach financial modeling, forecasting, automation, business partnering, and software development. From replacing repetitive Excel work with AI-powered workflows to building production-ready finance applications, they explore the practical skills finance professionals need to stay relevant in an AI-first world. Eve Reiter is a global procurement leader and AI advocate with experience at Amazon, American Express, and State Street. Jurgen Lang is a Hamburg-based fractional CFO specializing in SaaS, sports, hospitality, and technology, with more than 15 years of finance experience. Bukie Faforiji is an FP&A professional and creator of CFO Intel, an AI-powered platform that delivers transparent and auditable financial insights. Expect to Learn: How AI is changing the day-to-day work of FP&A professionals. Why critical thinking and domain expertise matter more than ever in an AI-driven world. How finance leaders are using AI to automate workflows and build custom finance tools. What the AI Finance Club offers finance professionals looking to upskill. The opportunities,and risks, that AI creates for the future of finance careers. Here are a few relevant quotes from the episode: “If nobody can act on the information, then the work has failed.” - Jurgen Lang “The best way to learn is to share.” - BukieFaforiji “You are not just consuming in a community. You are also contributing.” - BukieFaforiji AI is reshaping FP&A by reducing manual work, accelerating analysis, and helping finance professionals build more powerful workflows and tools. However, domain expertise, critical thinking, governance, and human judgement remain essential for producing reliable, defensible results. Finance professionals who actively develop these skills will be better prepared for an AI-driven future. Follow Eve Reiter: LinkedIn: https://www.linkedin.com/in/evereiter/ Follow Jurgen Lang: LinkedIn: https: www.linkedin.com/in/jurgenlang/ Follow Bukie Faforiji: LinkedIn: https://www.linkedin.com/in/bukie-faforiji/ Learn More About the AI Finance Club: Website: https://www.aifinanceclub.com Join the AI Finance Club The top global finance community with over 3,500 members. Advance your AI and FP&A skills through exclusive training, expert-led sessions, and a global network of finance professionals. Visit the AI Finance Club – Nicolas Boucher | Advance Your Finance Skills Today. The FP&A Guy and use code YNVTUWKG to get $100 OFF your membership. Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com , listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details. In Today’s Episode: [00:00] - Trailer [06:43] - What Great FP&A Looks Like [11:01] - Inside the AI Finance Club Community [13:41] - Why the Guests Joined the AI Finance Club [19:08] - Moving from Excel to AI-Powered Workflows [23:24] - The Most Impactful AI Projects They Have Built [32:19] - How to Get More Value from AI Communities [42:27] - The Opportunities and Risks of AI in Finance [52:18] - The Essential Skills Every FP&A Professional Needs [01:01:33] - Quick-Fire Questions and Final Advice

In this episode of Future Finance , hosts Paul Barnhurst and Glenn Hopper welcome Robert Collie to discuss artificial intelligence, data analytics, and the future of work. Robert shares his journey from helping build Power Pivot and Power BI at Microsoft to founding P3 Adaptive. He explains how AI is changing the role of finance and data professionals, why strong data foundations still matter, and why continuous learning is essential in an AI-driven world. Robert Collie is the founder and CEO of P3 Adaptive, a Microsoft analytics and AI consulting firm. During his 13 years at Microsoft, he helped lead the development of Power Pivot and Power BI. He is also the author of Power Pivot and Power BI and the upcoming book Fair Game: Customizing AI to Your Business Is Easier Than You Think . In this episode, you will discover: How Power Pivot and Power BI transformed data analytics. Why AI is creating new opportunities for finance professionals. Why adapting skills is critical in the AI era. How businesses can make AI practical and accessible. Robert shares practical insights on combining data expertise, AI, and human judgment to create value in the future of work. Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul : LinkedIn: https://www.linkedin.com/in/thefpandaguy Follow Robert: Website: https://p3adaptive.com/ Book: https://fairgamebook.ai/ LinkedIn: https://www.linkedin.com/in/robcollie/ In Today’s Episode: [03:58] - Building Power Pivot and Power BI at Microsoft [08:56] - Leaving Microsoft and Founding P3 Adaptive [13:36] - AI and the Future of Work [17:13] - Introducing Fair Game [19:41] - Making AI Practical and Accessible [21:31] - Helping Everyone Understand AI

In this episode of The ModSquad , Paul Barnhurst, Giles Male, and Ian Schnoor are joined by Excel and Financial Modeling World Champions Michael Jarman and Diarmuid Early to discuss a unique “man versus machine” financial modeling challenge. The group breaks down their experience testing AI against expert modelers using real financial modeling and Excel competition cases. They explore where AI performs well, where human judgment still matters, and what the future of financial modeling may look like as AI tools continue to improve. Expect to Learn How AI compares against expert financial modelers in real-world challenges Where AI adds value and where human judgment remains essential Why reviewing and validating AI-generated models is becoming more important How AI tools are changing the future role of financial modelers Why strong modeling fundamentals still matter in an AI-driven world Here are a few quotes from the episode: “AI can build something quick, but if you want it to be right, often the majority of the time is in checking it.” - Michael Jarman “The most interesting question is how do you get from something that works to something you actually feel confident in.” - Diarmuid Early AI is changing the way financial models are built, reviewed, and improved. While AI can increase speed and efficiency, the best results still come from professionals who understand modeling principles, question outputs, and apply human judgement. The future belongs to modelers who can combine technology with expertise. Follow Ian: LinkedIn - https://www.linkedin.com/in/ianschnoor/ Follow Giles: LinkedIn - https://www.linkedin.com/in/giles-male-30643b15/ Follow Michael Jarman: LinkedIn - https://www.linkedin.com/in/michael-jarman-excel/ Follow Diarmuid Early: LinkedIn - https://www.linkedin.com/in/diarmuidearly/ In today’s episode: [00:00] – Trailer [03:59] – Setting Up the Competition [09:50] – AI Competition Commentary [13:02] – Shortcut vs Human Results [16:17] – AI Review Agents [20:11] – Trusting AI Models [29:41] – Future of AI Agents [33:13] – Human Oversight in AI [41:27] – Real-World Modeling Challenges [45:54] – Beyond AI Prompting [47:50] – Future of Financial Modeling [53:20] – Closing Thoughts

In this episode of FP&A Unlocked, hosts Paul Barnhurst and Glenn Snyder sit down with Josette Ferrer to discuss one of the most overlooked skills in finance: networking. While many finance professionals focus on technical expertise, Josette explains why building genuine relationships is essential for career growth, leadership development, mentorship, and long-term success. Josette Ferrer is the Founder and Managing Director of Clairent Advisors, a valuation and business advisory firm specializing in business and intellectual property valuations. She also serves as President of the San Francisco Bay Area chapter of Financial Executives International (FEI) and is actively involved with organizations including How Women Lead, ProVisors, the American Society of Appraisers, and several executive leadership communities. Expect to Learn: Why networking should start long before you need your next opportunity How to choose the right networking organizations for your career goals Simple strategies introverts can use to build meaningful professional relationships Why mentoring and networking naturally go hand in hand Here are a few relevant quotes from the episode: "Networking isn’t transactional, it’s about giving, helping, and building relationships." - Josette Ferrer "You don’t need a title to add value; small gestures can create lasting connections." - Josette Ferrer Networking is a crucial skill for FP&A professionals, enabling stronger relationships, mentorship, and career growth. Starting early and engaging genuinely helps build trust and opportunities over time. Remember, networking is about giving and adding value, not just seeking benefits for yourself. Follow Josette Ferrer: LinkedIn: https://www.linkedin.com/in/josetteferrer/ Follow Glenn Snyder: LinkedIn: https://www.linkedin.com/in/glennsnyder/ Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com , listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details. In Today's Episode: [00:00] – Trailer [04:22] – What Great FP&A Looks Like [12:36] – Choosing the Right Networking Group [21:23] – Why You Should Start Networking Early [27:39] – Building and Maintaining Your Professional Network [33:18] – Networking Strategies for Introverts [41:21] – The Power of Mentorship [52:05] – Final Networking Advice for Finance Professionals

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome Robert Collie, founder and CEO of P3 Adaptive, for a conversation about artificial intelligence, data analytics, and how finance professionals can prepare for the future of work. Robert shares his journey from helping build Power BI at Microsoft to founding P3 Adaptive and explains why AI is creating both disruption and new opportunities for finance and data professionals. Robert Collie is the founder and CEO of P3 Adaptive, a Microsoft analytics and AI consulting firm. During his 13 years at Microsoft, Robert helped lead the development of Power Pivot and Power BI. He is also the author of the bestselling Power Pivot and Power BI book and hosts the Raw Data with Rob Collie podcast. His upcoming book, Fair Game: Customizing AI to Your Business is Easier Than You Think, explores how organizations can make AI practical and accessible. In this episode, you will discover: How Power BI and Power Pivot changed the way organizations use data. Why AI is creating new opportunities for finance and data professionals. Why sitting still with current skills can create career risks. How companies can build AI systems using strong data foundations. Why semantic models are becoming essential for AI adoption. Robert brings decades of experience in business intelligence, analytics, and AI, sharing practical lessons on how finance leaders and data professionals can adapt, learn, and create value in a rapidly changing environment. Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul : LinkedIn: https://www.linkedin.com/in/thefpandaguy Follow Robert: Website: https://p3adaptive.com/ Book: https://fairgamebook.ai/ LinkedIn: https://www.linkedin.com/in/robcollie/ Future Finance is sponsored by QFlow.ai , the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike. In Today’s Episode: [00:00] – Trailer [00:00] – How AI is changing jobs [02:43] – Robert’s Microsoft journey [06:06] – Power BI and Power Pivot impact [11:25] – Leaving Microsoft for P3 Adaptive [15:43] – AI and the future of data work [19:33] – Making AI accessible [25:13] – AI tools and better workflows [31:11] – AI in career planning [33:38] – AI changing finance and consulting [35:16] – Why semantic models matter [38:35] – Building a strong company culture [40:34] – Robert’s AI book and future plans

In this episode of Financial Modelers Corner, host Paul Barnhurst welcomes Dr. Eric Kelley, Finance Professor | Microsoft MVP (Excel), and one of the leading educators in financial modeling. Eric shares how his passion for teaching, mathematics, and financial markets led him into academia, and why developing scalable financial models starts with understanding the business before opening Excel. Dr. Eric Kelley is a Professor of Finance at the University of Tennessee's Haslam College of Business, a Microsoft Excel MVP, and Faculty Fellow with the Microsoft Excel Collegiate Challenge (MECC). He coaches the University of Tennessee's Excel eSports team, which won the 2024 MECC World Championship, and is passionate about using financial modeling and Excel eSports to prepare students for finance careers. Expect to Learn: Why communication matters as much as modeling skills. Building scalable financial models that last. Common financial modeling mistakes to avoid. How Excel eSports sharpens problem-solving. Why competition improves modeling skills. Here are a few relevant quotes from the episode: "Great financial modelers need strong oral communication skills because they must explain the story behind the model, not just build it." - Dr. Eric Kelley "You're not trying to solve a single problem, you're trying to build a system that can take flexible inputs and generate useful outputs." - Dr. Eric Kelley Eric Kelley shares why financial modelers need more than technical skills, highlighting the importance of communication, problem-solving, and building scalable models. He also discusses how Excel eSports and hands-on learning are helping students develop real-world modeling skills for future finance careers. Follow Eric: LinkedIn: https://www.linkedin.com/in/ekkell/\ University of Tennessee: https://haslam.utk.edu/ Follow Financial Modeler's Corner: LinkedIn: https://www.linkedin.com/company/financial-modeler-s-corner/ Newsletter - Subscribe on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation today and get 15% off using the code “Podcast” at https://bit.ly/497oAq W In Today's Episode: [00:00] - Introduction & Dr. Eric Kelley [02:10] - Eric’s Finance Journey [03:17] - The Top Modeling Skill [04:40] - Understanding Your Model [05:33] - Common Modeling Mistakes [08:03] - Excel eSports Explained [10:31] - Performing Under Pressure [11:51] - Coaching Excel Champions [14:22] - Excel eSports in Modeling [17:13] - Teaching with FMI Cases [18:57] - The Future of Financial Modeling

In this episode of FP&A Unlocked, host Paul Barnhurst sits down with Albert Lee, FP&A leader, AI finance coach, and corporate trainer, to explore how artificial intelligence is transforming the finance profession. Albert shares practical insights from implementing AI in corporate finance, coaching CFOs, and training finance teams on responsible AI adoption. Albert Lee is an FP&A leader, AI finance coach, and corporate trainer with over 13 years of experience helping finance teams embrace AI and automation. He has led FP&A functions across multinational organizations, including Merlin Entertainments and The Cookware Company, driving forecasting, profitability modeling, and process improvements across APAC. Today, Albert coaches CFOs and finance leaders through the AI Finance Club while delivering AI training for global organizations and professional finance communities. Expect to Learn: Why AI should be your finance copilot How to build trusted AI workflows When to use AI vs. Power Query Best practices for secure AI adoption Key skills for the future of FP&A Here are a few relevant quotes from the episode: "A strong analyst using AI becomes much stronger. A weak analyst using AI simply makes mistakes faster." - Albert Lee "The best FP&A professionals don't just explain the numbers, they explain what they mean and what should happen next." – Albert Lee Albert Lee shares practical insights on using AI to enhance FP&A without sacrificing governance, accuracy, or human judgment. He reminds finance professionals that while AI can dramatically improve productivity, true business value comes from combining the right technology with strong data practices, critical thinking, and trusted business partnerships. Follow Albert: Website - https://axiomfpa.com/ LinkedIn - https://www.linkedin.com/in/albert-lee-fcpa-869478118/ Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com , listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details. In Today’s Episode [00:00] – Trailer [02:14] – Meet Albert Lee [03:34] – Why Copilot? [05:27] – AI Automation Journey [09:47] – AI Training & Coaching [19:51] – AI Challenges [23:50] – AI Workflows [28:18] – AI Governance [31:23] – AI's Strengths & Limits [39:40] – Career Advice & Wrap-up