Planful

Next generation FP&amp;A leaders are emerging everyday, and they’re ready to transform their organizations from finance out.&nbsp;&nbsp; Chris Ortega, CEO of Fresh FP&amp;A (Director of Finance, Americas for Emarsys at the time this episode was recorded) is one of those leaders.&nbsp;&nbsp; Rowan and Chris talk through how to lead transformation through finance, the key principles of FP&amp;A 2.0, and how emerging finance leaders can leverage technology to move to finance led partnership and advisory.

Chris Ortega

CEO of Fresh FP&A

Next Generation FP&A | Chris Ortega

On this episode, Kristian Marquez, CFO of FinStrat Management, dives into his career journey and the impactful role that the CFA designation has played, explaining how it can open doors, propel career growth, and provide a comprehensive understanding of portfolio management, accounting, and financial analysis. He also shares valuable insights into risk management, the evolving landscape of AI in data analysis, and other useful takeaways for both seasoned professionals and budding entrepreneurs. Plus, stick around to discover how you can score a FREE 30-minute consultation with one of FinStrat Management's fractional CFOs!

Kristian Marquez

CFO, FinStrat Management

The CFA Advantage: Insights From a CFO | Kristian Marquez

Dive into the world of business operations with&nbsp;Aneal Vallurupalli, CFO at Airbase. Aneal shares his career shift from investment banking to an operator role driven by problem-solving. Aneal emphasizes the pivotal role of data in strategic decision-making, highlighting the need for focused prioritization in growing businesses. Gain insights into the evolving CFO landscape, the importance of change management in data utilization, and how companies can navigate the journey of leveraging data consistently for impactful growth.

Aneal Vallurupalli

CFO, Airbase

From Investment Banking to Operations: A CFO's Journey | Aneal Vallurupalli

Live from Planful Perform23, our user conference that took place earlier this year in Chicago, podcast host Rowan Tonkin and Ian Charles, CFO of Filevine, sat down to discuss the roles within the office of the CFO and how they align towards common goals as well as the company's value system. Tune in and hear tips and tricks for how finance teams can build a collaborative culture.

Ian Charles

CFO, Filevine

Live from Planful Perform23, our user conference that took place earlier this year in Chicago, podcast host Rowan Tonkin and Ian Charles, CFO of Filevine, sat down to discuss the roles within the office of the CFO and how they align towards common goals as well as the company's value system. Tune in and hear tips and tricks for how finance teams can build a collaborative culture.


Creating a Collaborative Finance Culture | Ian Charles

Live from Planful Perform23, our user conference that took place earlier this year in Chicago, podcast host Rowan Tonkin and Jonathan Blythe, Group CFO of Collingwood Lighting, sar down for a brief chat to discuss the challeneges and rewards of accelerated operations, growth-focused strategies, and data integrity. Tune in and hear how private equity is reshaping traditional business models for greater agility and success.

Jonathan Blythe

Group CFO, Collingwood Lighting

Live from Planful Perform23, our user conference that took place earlier this year in Chicago, podcast host Rowan Tonkin and Jonathan Blythe, Group CFO of Collingwood Lighting, sar down for a brief chat to discuss the challeneges and rewards of accelerated operations, growth-focused strategies, and data integrity. Tune in and hear how private equity is reshaping traditional business models for greater agility and success. 


Navigating Growth, Detail & Data Integrity in Private Equity | Jonathan Blythe

On this episode, Rowan and Ben Murray, Founder of The SaaS CFO, explore the complexities of the SaaS industry and shed light on the importance of setting key metrics and benchmarks to ensure sustainable business growth and success. Discover how finance teams function as a driving force within a SaaS&nbsp;company&nbsp;and explore cutting-edge tools and innovations reshaping the Finance landscape and revolutionizing how SaaS companies operate.

Ben Murray

Founder, The SaaS CFO

A CFO's Guide to SaaS Success | Ben Murray

On this episode, Rowan Tonkin sits down with Chris Argent of GENCFO to discuss the importance of leveraging communities for finance and accounting professionals. Tune in to learn how to utilize communities as a source of wisdom, the importance of actively engaging, participating and giving value to members, how to strike a balance between community size and effectiveness to ensure meaningful interactions and manageable conversations, and more.

Chris Argent

Founder, GENCFO

The Power of Leveraging Community | Chris Argent

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Planful Perform

Being Planful is the show for FP&A leaders, and planning experts. We will bring you discussions with thought leaders, planning experts from across industries, and folks just like you to discuss how you too can break free of the low-value work and become the strategic advisor you aspire to be.

Next Generation FP&A | Chris Ortega

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Today's Host

Rowan Tonkin

Today's Guests

Chris Ortega

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