How to sell your report successfully- with Skip Kastroll

FP&A Today

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12M ago 54:34

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Skip Katroll is Senior Director, Insights and Analytics at AmPhil. AmPhil helps big-name nonprofits raise more money and advance their missions. This episode is packed with practical and honest insights and takeaways you can apply to your day job. Skip gives the inside story on creating and selling a report at Amphil, "Unlocking the Secrets of Lost Sales Opportunities", and the approach that he followed. Skip also reveals how a background leading finance at top universities alongside math, economics (and a love of sci-fi) informs his FP&A.

Prior to joining AmPhil, Skip was an associate vice provost at Liberty University responsible for the institution’s strategic planning and regulatory compliance.

In this episode:

My multidisciplinary journey (aka “confused youth”) - studying math, economics, educational leadership and religion (and how it applies to my data insights)
FP&A business partnering at a University Finance team - navigating functions from the Dean of Arts to the Dean of Engineering
3 proven strategies for financial data and analysis getting management to informed decisions
Countering “so what, and "why am I am here” approaches from business partners
How to navigate ad hoc requests
When you don’t have enough access to data
The power of benchmarking
Leading vs lagging indicators
Unlocking the Secrets of Lost Sales Opportunities - a big impact report and the challenges, impact and approach
My favorite Excel function

Connect and and ask questions to Skip over on LinkedIn: https://www.linkedin.com/in/skipkastroll/