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3rd Gen FP&A Tools - The FP&A Guy's (Paul Barnhurst) Top Insights & Recommendations
Key takeaways
- FP&A software use cases
- When should you buy FP&A software
- Methodology for FP&A tool evaluation (+ free checklist!)
- Non-finance use cases of FP&A tools
- How to secure buy-in from management
- Should finance teams consolidate their tools or go for point solutions?
The CFO’s role has evolved to become more strategic in recent years. They play a critical role in driving business performance and efficiency by ensuring data and metrics are available for finance and non-finance teams for quick decision-making.
In the recently launched second edition of the Third Generation FP&A Software Guide, Paul Barnhurst, The FP&A Guy, notes how FP&A software enables finance teams to navigate complex business scenarios with greater agility and insight and support the leadership and the board more effectively.
Paul Barnhurst, aka “The FP&A Guy,” is the founder of The FP&A Guy. With over a decade in finance, Paul's expertise spans travel, banking, and SaaS sectors. He's a sought-after thought leader in FP&A and CFOTech spaces. Paul's journey includes engaging with 100+ CFOTech companies in the past two years. He hosts podcasts, advises at Born Capital, and provides FP&A training and consulting. Outside work, Paul enjoys fiction, running, sports, and family time outdoors. In essence, Paul is not just a finance pro; he's a dynamic force shaping FP&A innovation while living life to the fullest.
Kirk Kappelhoff is a financial modeling expert with a BBA in Finance & Accounting and nearly a decade of experience at Deloitte, EY, and KPMG, where he built models for pre-IPO companies, M&A transactions, and strategic planning initiatives. At KPMG, he led the Business Modeling Services team, specializing in equity stories and financial forecasts that help high-growth companies communicate their value to investors. At Drivetrain, Kirk writes about strategic planning, granular reporting, and modern FP&A best practices for rapidly scaling finance teams.
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