FP&A Today

FP&A Today is the podcast for Financial Planning and Analysis. The weekly show dives into the challenges and opportunities within the world of FP&A, interviewing FP&A leaders, CFOs and other finance pros in order to give you the freshest insights and takeaways. Each week our top guests provide actionable advice about financial planning and analysis – from career goals to navigating challenges, and powerful Excel tips. Our weekly show provides unrivalled insights for navigating FP&A. FP&A Today is brought to you by Datarails. Datarails is the AI-powered Financial Planning and Analysis platform for Excel users.

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Episodes

2 hours ago

Matt Hudson became CFO of Grammarly – the popular writing assistant tool –  after the company acquired Coda (a productivity tool)- of which he was a founding member.  Now as CFO at Grammarly he is overseeing rapid change at the company which has over 40 million daily active users and $700m in revenue (and a 50 person finance team). Finance is helping pioneer a company vision of  AI redefining every business application and workflow, “reinventing productivity”. To this end, in May 2025, Grammarly raised $1 billion in non-dilutive financing from General Catalyst to fund sales and marketing costs and strategic acquisitions. Since then, Grammarly acquired email startup Superhuman (July 2025). You sense more is coming.
 In this episode
Grammarly $1billion non-diluted growth investment explained 
Being a founding member of Coda (acquired by Grammarly) 
How my product expertise plugs into finance 
Joining YouTube when it was around $140million in revenue to $3billion by the time I left ( $36 billion today)
Will CFOs see an explosion of costs because of AI 
FP&A set up at Grammarly and biggest KPIs
Bonding over a love of Chili’s

5 days ago

Lauren Pearl is a Business Strategist and CFO Advisor who helps startup teams build data-driven businesses. The 3x founder with over 13 years of startup leadership experience now serves as CFO, advisor, and instructor for over 300 growing companies. She also runs the podcast “Growth Minded CFO” and offers a free course on financial modeling.
In this episode:
Financial models at startups
Sniffing out BS at startups
Storytelling as a pitchdeck 
Getting startups to engage with finance 
Free financial modeling course 
Being a punk band roadie 
Functionality of Excel 
Connect with Lauren on LinkedIn: https://www.linkedin.com/in/laurenepearl/
Daily CFO newsletter: https://www.laurenpearlconsulting.com/newsletter

Thursday Jul 03, 2025

Today’s guest barely needs an introduction. Purna Duggirala (aka, “Chandoo”) is a celebrity in Excel circles. Since 2004, Chandoo has been regularly sharing everything he learns working with Excel training hundreds of finance teams, and had roles including as Data Lead, Remuneration Modeling & Analytics for the New Zealand government. 
The 16-time Microsoft MVP runs Chandoo.org , which aims to “make you awesome in Excel and Power BI” getting 250,000  visitors per month from all over the world and his YouTube channel has 750,000 subscribers. His stated goal is “to make you awesome at Excel and Power BI”, and produces the go-to Excel resources  from blog posts and videos to full online courses.
My Excel Journey and Community building 
Skill gaps in FP&A Teams
Power BI vs Excel vs Python
Copilot – advantages and limits
My favorite Excel function
Check out https://chandoo.org
Chandoo’s Free Data analyst course: https://chandoo.org/wp/free-data-analyst-course/
Connect with Chandoo on LinkedIn: https://www.linkedin.com/in/purnaduggirala/

Monday Jun 23, 2025

In this special episode Glenn is joined by Nate Saperia to answer the 10 most burning questions in FP&A. Nate brings nearly 20 years of finance experience including at Accordion, Spruce Finance, Hess Corporation and GE. At Saperia Consulting Nate specializes in real-time dashboards, financial planning, and interim CFO/FP&A leadership. 
The questions:
Q1: How can I use AI in FP&A?
Q2: What do you think of FP&A solutions?
Q3: How can you get to driver based decision making 
Q4: Fastest levers FP&A teams can pull with margin pressures rising?
Q5: How can an FP&A function trust the financial data it’s using when it doesn’t control the data?
Q6: Should the CTO or CFO own the data?
Q7. Skills to get from M&A Financial due diligence to FP&A?
Q8. FP&A Internship, what advice? 
Q9. Things I wish I had known earlier in FP&A?
Q10. What’s the future of Excel in FP&A? 

Thursday Jun 19, 2025

Australian-born Luke Mulcahy started in FP&A at larger businesses including Coates Group (internet leader in Sydney) and manufacturing company Sherwin-Williams. But for nearly 4 years he has loved having “wow” moments of finance insights with smaller companies. closer to the $5-10million range, where powerful insights are taken straight from finance to the CFO. In his words: “You can have those moments a lot more frequently with small business owners and just tell them what they’re, what they’re missing, what they haven’t got eyes on.”In this episode:
Forecasting energy consumption for a utility company in Australia
The fear and strategy of becoming a fractional CFO 
The ideal set up for FP&A in small businesses 
Why big companies often have big data problems (and cleaning that data)
Big FP&A wins in small business
Solving the date problem in Excel 

Thursday Jun 12, 2025

This special episode formed part of FP&A Con 2025 which saw a record-breaking 1500 registrants. 
The guests:Nathan Bell, Managing Partner, VAi Consulting, is among the most in-demand experts. Bell has unique experience– having started in computer science, before leading finance teams at Native American Bank, Digital Media Trends and Gartner– where he advised hundreds of FP&A teams facing chaotic data situations).
Anna Tioma former CFO of Sandoz and  Softeq. Most recently she has pivoted to become a fractional CFO at Blend2Balance. 
Anna Yamashita, Solutions Consulting at Data Rails who has worked across SAS finance throughout her career where she helps FP&A teams implement modern performance management solutions.
In this session: 
How AI is being applied in real FP&A workflows today 
Predictive analytics as the gold standard
Getting to a single version of truth with AI 
ROI in AI 
Mastering Data Management 
Misconceptions about AI in finance and security 
Co-pilot, prompts
Bonus: Security and AI 

Sunday Jun 08, 2025

This episode is 53 minutes packed with practical Excel insights for an FP&A practitioner and Excel advocate at the top of his game.Jeff Gudim is a senior financial analyst, Excel evangelist and hardcore financial model architect at Strategic Education, listed on the NASDAQ and which owns for-profit, online Capella University and Strayer University, Jeff made the leap from private wealth management to corporate FP&A, leveraging his financial planning skills and Excel skills rising up as a data-driven problem solver. Jeff  leads forecasting and analysis for a hundred million dollars IT function. 
In this episode
Getting from private wealth management to FP&A
How Excel jumpstarted my career 
My favorite ever Excel model 
Monte Carlo simulations 
3 time saving tips every FP&A professional needs 
Dynamic arrays and Lambda functions and “fundamental” Excel changeHow to convince your team to use advanced ExcelCompletely new favorite Excel function or featureConnect with Jeff Gudim on LinkedIn: https://www.linkedin.com/in/jeff-gudim-7a994546/

Wednesday May 28, 2025

In this masterclass Shifra Isaacs, developer Relations Advocate at Ascend.io, delves into her experience as data scientist, technical writer, and support lead providing fresh insights for FP&A and finance professionals.
In this episode:
Data science vs business analytics 
Pulling data not yet able to be modeled 
Python for Excel 
The right models for risk scoring, variance analysis and forecasting 
Replicating a process with a new tool using AI
How can we survive in an AI first world
Connect with Shifra Isaacs on LinkedIn: https://www.linkedin.com/in/shifra-isaacs/

Wednesday May 21, 2025

Taylor Otstot, Vice President Finance,  Dashlane joined GoDaddy (now a $30billion valued) domain registry, domain registrar and web hosting company before their IP. In 8 years he climbed to senior Director of Finance running an FP&A team of 14. From this experience and as VP Finance at DashLane he says he hires for 3 things: curiosity, ambition, and finance leaders who are service-oriented. “If you bring those three things to the table, you're able to wade through a lot of the ambiguity that comes with those decision making processes.”
Also in this episode: 
Finance and FP&A as antidote to the machine of Big 4
3- 4 years in audit as the “perfect amount”
Getting to strategy in FP&A
Partnership vs accountability as a false choice for FP&A
Improv comedy having its moment in finance 
The Tarantino approach to finance presentations 
Connect with Taylor on LinkedIn: https://www.linkedin.com/in/taylorotstot/
Subscribe to CFO Frameworks newsletter on Substack: https://www.cfoframeworks.com/

Tuesday May 13, 2025

Dave Sackett is Co-Founder and CFO of ecommerce company, AIOne,  and former CFO of  semiconductor company, ULVAC Technologies. He is a vocal advocate for blockchain and AI and finance, bringing a blend of tech savvy, operational rigor, and a  focus on “servant leadership" - that is putting the needs of the employees first and helping people develop and perform as highly as possible. He's a frequent keynote speaker, a Forbes contributor, and an active member of Financial Executives International.
Cost accountant to CFO and AI leader 
How I practice servant leadership mindset as a CFO 
Being an introvert CFO leader and overcoming the challenges
Costly failures of traditional forecasting in FP&A
Where FP&A Software is going to be in 5 years 
Finance AI use cases 
FP&A as custodians of financial truth in AI age 
Connect with Dave Sackett on LinkedIn: https://www.linkedin.com/in/davesackett/

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