FP&A Unlocked is where Paul Barnhurst, aka The FP&A Guy, discusses how FP&A can unlock your seat at the boardroom, and what it takes.
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Paul Barnhurst AKA The FP Podcasts
Financial Modeler's Corner is a podcast where we talk all about the art and science of financial modeling with distinguished Financial Modeler's from around the globe. Financial Modeler's Corner is hosted by Paul Barnhurst, aka The FP&A Guy, a global thought leader in the field of finance. The Financial Modeler's Corner podcast is brought to you by Financial Modeling Institute. FMI offers the most respected accreditations in financial modeling.
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Future Finance is a podcast that delves into the transformative world of finance hosted by Paul Barnhurst, aka The FP&A Guy, and Glenn Hopper, emphasizing the impact of technology and artificial intelligence within the finance profession. Each episode brings listeners the latest news on AI and financial technology, insightful discussions, expert analyses, and forward-thinking ideas, exploring how AI and technological innovations are reshaping corporate finance as we know it. The podcast will ...
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Key learnings and takeaways from actual attendees of Campfire's AI finance summit
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46:13
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46:13In this episode of FP&A Unlocked, host Paul Barnhurst takes you inside the Campfire Finance Forward AI Summit in San Francisco, a one-of-a-kind event exploring how AI is transforming finance. Instead of one guest, this special edition features four conversations with top finance leaders and innovators who share what they’re seeing, building, and do…
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DualEntry's Co-founder Santiago Nestares shares why Mid-Market CFO are ditching Legacy ERPs
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36:34In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper talk with Santiago Nestares, co-founder and CEO of DualEntry, about the reinvention of ERP systems through AI-native design. After scaling a global e-commerce business to over $100 million in revenue, Santiago experienced the frustrations of legacy finance systems firsthand. T…
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Testing Shortcut AI's bold claims: Did it live up to the hype with Giles Male
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1:08:33
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1:08:33In this episode of The ModSquad on Financial Modeler’s Corner, Paul Barnhurst and Giles Male put Shortcut under the AI microscope, testing one of the most hyped AI tools in the financial modeling world. With claims like “the most accurate Excel agent in the world” and the ability to outperform human champions in modeling tasks, Shortcut has made a …
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Best Practice Tips to Successfully Implement FP&A Software with James Myers
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53:18
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53:18In this episode of FP&A Unlocked, Paul welcomes James Myers, a financial systems and planning expert known for helping organizations modernize their FP&A functions. Drawing from years of experience implementing planning, modeling, and consolidation tools, James breaks down what makes FP&A software implementations succeed or fail. From understanding…
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The NetSuite AI & MCP Connector Help Finance Teams Turn ERP into a System of Action with Ranga & Joe
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21:39
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21:39In this episode of Future Finance, Glenn Hopper and Paul Barnhurst sit down with Joe Friedman and Ranga Bodla from Oracle NetSuite to explore how AI is transforming enterprise resource planning (ERP) systems. Amidst rising competition and a rapidly changing tech landscape, NetSuite is doubling down on intelligent automation, open platforms, and emb…
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How TabAI stacks up as an Excel AI Agent for Financial Modeling Pros, with Ian and Giles
52:10
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52:10In this episode of The Mod Squad on Financial Modeler’s Corner, Paul Barnhurst, Ian Schnoor, and Giles Male take a close look at TabAI, a tool designed to simplify and speed up Excel tasks using automation and intelligent suggestions. With more tools dropping out of the market and Excel’s own Agent feature gaining ground, the question is simple: Do…
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The Strategy Gap in FP&A for Finance Leaders to Bridge Cash Flow and Planning with Moataz Mukhaimer
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51:34
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51:34In this episode of FP&A Unlocked, Paul is joined by strategic advisor and podcast host Moataz Mukhaimer to explore the intersection of finance and strategy, where true business impact is made. With over 20 years of experience guiding SMEs, family-owned businesses, and startups across the Middle East, Moataz explains why finance professionals must s…
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How NetSuite uses AI and how the NetSuite Connector is a Game Changer for accountants with Joe and Ranga
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44:17
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44:17In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with NetSuite’s Joe Friedman and Ranga Bodla to explore how AI is transforming enterprise resource planning (ERP) systems. With decades of combined experience in enterprise software, Joe and Ranga discuss how NetSuite is innovating ERP through AI-native capabilities, …
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How AI Excel Tools Stackup Against the Hype and How Excel Agent Has Disrupted the Marketplace with Ian and Giles
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34:09In Episode 5 of The ModSquad on Financial Modeler’s Corner, Paul Barnhurst, Ian Schnoor, and Giles Male take a hard look at the changing landscape of financial modeling in the wake of Microsoft’s release of Excel Agent. Since launching at the end of September to coincide with Excel’s 40th birthday, Excel Agent has quickly changed the competitive dy…
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The Transformation Framework for CFOs to Lead Strategy, Culture & Execution at Scale with Paul S. Young
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50:20
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50:20Note: This episode is a pod swap from The Diary of a CFO. We’re sharing it here to help you discover another excellent show in the finance leadership space. All content belongs to the original podcast and host Wassia Kamon. In this episode of The Diary of a CFO, Wassia Kamon sits down with Paul S. Young, EVP and CFO at Liberty Bank, to uncover what…
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The Power of Teaching in FP&A to Influence Executives & Bridge Communication Gaps with Carl Seidman
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47:22
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47:22In this episode of FP&A Unlocked, Paul and Glenn are joined by Carl Seidman to explore a powerful but often overlooked role in finance: being a teacher. Drawing from decades of experience across consulting, education, and finance leadership, Carl discusses how FP&A professionals must learn to teach, whether it’s helping executives see the story beh…
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The AI Paradox for Finance Leaders to Solve with Data Clarity & Smarter Decisions - Khaled Chowdhury
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15:04In this episode, Paul sits down with renowned data strategist Khaled Chowdhury to unpack what it means to bring clarity to data in the age of AI. With a background in FP&A and a track record as an early Power BI adopter, Khaled brings a rare blend of financial and technical expertise. The conversation explores the concept of "data clarity," the cha…
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Testing The New Microsoft Excel Agent for Finance Pros with Ian and Giles
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1:05:17In this episode of The ModSquad on Financial Modeler's Corner, Paul Barnhurst, Ian Schnoor, and Giles Male explore Microsoft’s newly released Excel Agent, a beta tool designed to bring AI into Excel Online. The team compares its performance to Rosie AI, running both through a range of tasks, including formula building, audit reviews, and a full fiv…
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The Complexity Trap in Finance for FP&A Pros to Escape Using Simpler Tools & Strategy - Matt Brattin
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58:50
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58:50In this episode of FP&A Unlocked, host Paul Barnhurst talks with Matt Brattin, a former CFO who’s now building solutions to cut down on the complexity that often slows finance teams down. Drawing from his 20-year career in FP&A, Matt shares what inspired him to start Siplify and Close Pack, two platforms designed to save time and reduce manual work…
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Why AI Projects Fail for Finance Teams and How Power BI and Clean Data Fix It with Khaled Chowdhury
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35:23In this episode of Future Finance, host Paul Barnhurst speaks with data expert Khaled Chowdhury, a renowned leader in the data and AI space. Khaled shares his journey from finance to data analytics, offering insights into the evolving role of AI in business decisions, the importance of data clarity, and how tools like Power BI and Fabric are transf…
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How Excel AI Agents Like Rosie Work for FP&A Tasks but Fail at Building Models with Giles and Ian
1:12:25
1:12:25
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1:12:25Note: This episode was recorded and scheduled for release before the recent announcement that Rosie AI is shutting down. In this episode of the ModSquad series on Financial Modeler’s Corner, host Paul Barnhurst is joined by modeling experts Ian Schnoor and Giles Male to evaluate Rosie AI, a new tool that integrates with both Excel and Google Sheets…
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How FP&A Pros Can Use Automation & Python to Save Time & Become Better Business Partners with Willian Gomes.
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50:10In this episode of FP&A Unlocked, host Paul Barnhurst (The FP&A Guy) welcomes Willian Gomes, a finance and analytics professional with over 15 years of experience spanning telecommunications, aerospace, investment markets, and consumer goods. Willian shares how combining technical expertise with empathy and communication skills has enabled him to t…
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AI in Finance for CFOs to Replace Failing Top-Down Projects with Bottom-Up Shadow AI Wins
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19:30In this special episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper explore how AI agents and productivity tools like Excel’s newest features are transforming the finance function. They contrast grassroots, employee-led innovation with large-scale, enterprise-driven AI projects, offering practical guidance and examples from their own e…
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Testing Excel AI Software Tracelight on Excel Esports, Financial Modeling and FP&A with Ian And Giles
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1:16:08Disclaimer: This episode is best experienced in video format. Since we’re testing new tools like Tracelight, the visuals add valuable context and make everything much clearer. We highly recommend watching the video for the full experience. In this episode of the ModSquad series on Financial Modelers’ Corner, host Paul Barnhurst is joined by modelin…
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FP&A at Early-Stage Companies and the Benefits of Using Python to Automate Data and Enhance Analysis with Todd Niemann
47:53
47:53
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47:53Note: Please note that all opinions and thoughts shared during this episode represent those of our guest, who joined in his own personal capacity and he is not representing any of the companies he works for. In this episode of FP&A Unlocked, host Paul Barnhurst welcomes Todd Niemann, Treasurer at Varo Bank, who shares his unique path through financ…
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AI in the Finance Team for CFOs to Lead Bottom-Up Adoption with Excel Agents and Shadow Tools
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41:02In this special episode of Future Finance, your hosts, Glenn Hopper and Paul Barnhurst, explore how artificial intelligence is making waves in the finance world. They explore two distinct approaches to AI adoption: top-down initiatives, driven by company leadership, and bottom-up strategies, where employees are introducing AI tools on their own. Gl…
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Introducing the ModSquad: Testing AI Financial Modeling Tools, So you Don't Have To... with Ian and Giles.
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37:16
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From FP&A Analyst to Private Equity Operator with Alex Fabry: The Day-2 Lunch That Changed Everything
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55:25In this episode of FP&A Unlocked, host Paul Barnhurst is joined by Alex Fabry, the founder of KFA, an advisory firm focused on scaling businesses.. Alex takes us through his journey from FP&A to private equity, sharing his valuable experiences working at firms like Saber, BCG, and Charles Bank Capital Partners. Their conversation explores how FP&A …
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AI Hype in Finance for Executives to Avoid Failure from Poor Data, Hype and Top-Down Rollouts
36:20
36:20
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36:20In this episode, hosts Paul Barnhurst and Glenn Hopper discuss the realities behind the AI hype cycle and how it's playing out in finance, from inflated ROI expectations to unscalable AI tools and organizational chaos, Paul and Glenn unpack what’s working, what’s failing, and why so many companies are stuck. With no guest this week, the duo shares …
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Financial Modeling for Finance Pros to Fix Real-World Mistakes Using Balance Sheets - Scott Strachan
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49:16
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49:16In this episode of Financial Modeler’s Corner, host Paul Barnhurst speaks with financial modeling expert Scott Strachan about the role of financial models in business planning and decision-making. Scott shares lessons from over 30 years of experience in accounting, consulting, private equity, and corporate finance. The discussion covers the importa…
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What FP&A Pros need to know to be successful working in Private Equity with Jamie and Nate
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46:04
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46:04In this episode of FP&A Tomorrow, host Paul Barnhurst and co-host Glenn Snyder discuss the dynamic intersection of private equity and financial planning & analysis (FP&A). With private equity firms increasingly focused on operational value creation over financial engineering, this discussion offers valuable insights into the evolving expectations f…
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AI ERP Innovation for Financial Executives to Disrupt Legacy Software with Franz Faerber
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34:31In this episode of Future Finance, Hosts Glenn Hopper and Paul Barnhurst sit down with Franz Faerber, Co-founder and CTO of Everest Systems, and one of the key minds behind SAP HANA. Franz shares his remarkable journey from leading SAP’s real-time database revolution to building Everest, a next-generation ERP platform designed from the ground up to…
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Why Finance Students Must Learn Discipline Before AI Replaces Their Jobs with David Stangeland
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39:37
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39:37In this episode of Financial Modeler’s Corner, Host Paul Barnhurst sits down with David Stangeland, a finance professor at the University of Manitoba, to talk about teaching financial modeling, how students learn best, and the tools that have changed over the years, from PV tables to Excel. David shares what he's learned from more than 30 years in …
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How FP&A Teams Can Enhance Visuals and Improve Dashboards: Practical Tips from Zebra BI CEO Andrej Lapajne
54:41
54:41
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54:41In this episode of FP&A Tomorrow, host Paul Barnhurst welcomes Andrej Lapajne, the CEO and founder of Zebra BI. Andrej shares his thoughts on the evolving role of data visualization in financial planning and analysis, the importance of clear communication through standardized visuals, and how automation is transforming the way we analyze and presen…
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AI Accounting for FP&A Professionals to Deliver Real-Time Finance Insights with Jeff Seibert
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18:52
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18:52In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome Jeff Seibert, CEO and founder of Digits, a cutting-edge accounting platform. Jeff shares how Digits is transforming the finance world by automating accounting workflows and providing real-time visibility into financial data. He explains how integrating modern technolog…
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From Classic Cars to Aircraft: The Art of Modeling Distressed Companies with Vaughan Grandin
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55:02
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55:02In this episode of Financial Modeler’s Corner, host Paul Barnhurst welcomes Vaughan Grandin, Managing Director and Head of Financial Modeling at Teneo. They discuss his experiences building financial models in distressed situations, the importance of empathy in working with clients, and provide examples of complex models, including those from the a…
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The Future of FP&A and How the Association For Finance Professionals (AFP) is Leading the Way with Pat and Bryan
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54:26
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54:26In this episode of FP&A Tomorrow, host Paul Barnhurst welcomes Patrick Culkin, the new President and CEO of AFP. Pat shares his thoughts on leadership, professional development, and the evolving role of finance as AFP looks to expand its global reach and support a changing profession. Later in the episode, Paul gives a walk-through of his scenario …
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Modern AI-ledgers for Accounting and Finance Teams to Replace QuickBooks and Automate the Books with Jeff Seibert
40:59
40:59
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40:59In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst are joined by Jeff Seibert, founder and CEO of Digits. Jeff shares his journey from creating his first app at the age of 13 to building Digits, a platform that’s changing the way businesses approach accounting. With a background in tech and a passion for solving real-world pro…
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Why Spreadsheets Will Stay, but Financial Modeling Workflow and Version Control Must Be Rebuilt with Matt Lee
48:40
48:40
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48:40In this episode of Financial Modeler's Corner, host Paul Barnhurst is joined by Matthew Lee, Co-Founder and CEO of Nummo, a software tool built to help analysts and bankers build financial models more efficiently. Matt explains why he started the company after years in investment banking and as a CFO, and what he sees as the real opportunities and …
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People First Leadership Lessons for building High-Performing finance teams from one of the TOP 10 Most Admired CEOs in the world, Garry Ridge
52:41
52:41
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52:41In this episode of FP&A Tomorrow, host Paul Barnhurst welcomes Garry Ridge, former CEO of WD-40 Company and a globally recognized leadership coach, to discuss how company culture and employee engagement can drive business success. With his extensive experience building a culture of trust, respect, and belonging, Garry shares how FP&A professionals …
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How Finance Modelers and Professionals Align Stakeholders and Support M&A Success with Morten
39:28
39:28
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39:28In this episode of Financial Modeler's Corner, host Paul Barnhurst is joined by Morten Lykke Pedersen, a seasoned financial expert and Partner at Deloitte, where he leads the financial modeling division within the Strategy, Risk, and Transaction Advisory group. Morten discusses his extensive experience in mergers and acquisitions (M&A), strategic f…
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Why 95 Percent of AI Projects Fail and What FP&A Teams Must Fix in their data and Workflows
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32:40
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32:40In this episode, hosts Paul Barnhurst and Glenn Hopper explore the challenges and opportunities that come with incorporating AI into finance. They discuss why so many AI projects fall short of expectations, the importance of having clear processes and clean data, and how businesses can get the most out of these technologies. The conversation also c…
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The Top Skills FP&A Hiring Managers Want from Finance Analysts to Get Hired Fast with William Spengler
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51:10
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51:10In this episode of FP&A Tomorrow, host Paul Barnhurst is joined by William Spengler, founder of Frederick Fox, a recruiting firm specializing in placing top-tier finance and accounting talent. They discuss what employers are looking for in FP&A professionals and the growing demand for technical skills such as Power BI, Tableau, and SQL. William sha…
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