Tuesday Apr 16, 2024

Formula for FP&A success at high-growth companies: Greg Lopez

Greg Lopez has served as the CFO and VP of operations at companies including Futurism, a digital media company, Wirecutter (acquired by the New York Times) and Gawker Media (acquired by Univision). Now Greg is a consultant at high-growth companies working with clients ranging from a “family owned business doing $20 million”,  “SaaS businesses doing $10 million a year” to private equity-backed business doing $500 million a year.”

In this episode he provides his formula for success in FP&A and finance:

  • How a career in finance suited my character traits and passions
  • Learning the full aspects of finance, FP&A and business partnering
  • Building to a commercial mindset as CFO
  • Acting as an investigative journalist for the business  
  • Why finance needs to lead in defining metrics in a startup
  • Moving from a bigger company to a startup - what you need to know 
  • Increasing the feedback loop in finance teams 
  • Expectations of CFO in a startup 
  • Favorite KPIs - from contribution margin and profit to Sales cycle velocity
  • Variables and determining drivers for the business 
  • One of the biggest finance challenges - developing talent and cyber attacks 
  • Lightning round: pickup basketball and lessons for finance
  • Best Excel feature: introducing Scenario planning and modeling using Watch Window 

Contact Greg

@glopeztweets on X


Linkedin: https://www.linkedin.com/in/greg-lopez-4b248b88/

Show Notes:

Recommended reading:

How A Hulk Hogan Lawsuit Launched A Career in M&A | Greg Lopez

Financial Intelligence, Revised Edition: A Manager's Guide to Knowing What the Numbers Really Mean: Berman, Karen, Knight, Joe, Case, John: 9781422144114: Amazon.com: Books

Startup CXO: A Field Guide to Scaling Up Your Company's Critical Functions and Teams (Techstars): Blumberg, Matt, Birkeland, Peter M., Dorsey, Scott: 9781119772576: Amazon.com: Books

The Ten-Day MBA 4th Ed.: A Step-by-Step Guide to Mastering the Skills Taught In America's Top Business Schools: Silbiger, Steven A: 9780062199577: Amazon.com: Books

Amazon.com: Financial Planning & Analysis and Performance Managem

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