Key Learnings in Forecasting Travel Marketplaces
This post was originally published on FP&A Trends here. In over a decade of FP&A forecasting for online travel marketplaces (OTAs), I’ve learned a lot about how they operate, specifically…
Blog
Evaluating Financial Planning Tools for Startups
This post was originally published on FP&A Trends here. Throughout my experience, I have found that both startups and mature organizations can benefit from installing a financial planning tool regardless…
Crisis Management: Business Priorities for Finance Leaders
My talk on Crisis Management can be viewed on the World Finance Forum website at: Crisis Management: Business Priorities for Finance Leaders
Advancing FP&A Teams with Technology and Automation
Matt Armstrong, Senior Director of Financial Planning and Analysis at Wish, joins us to discuss how to optimize the performance of your FP&A team, including integrating automation into the development…
Hiring in FP&A: How to get the best people on board
This post was originally published on FP&A Trends here: I have been fortunate enough to work in Financial Planning and Analysis (FP&A) roles for more than 10 years now. Throughout…
Organizational Design – Uber as a Case Study
Right after Uber completed its IPO in June of 2019, I had the opportunity to help build out the Customer Support (i.e. CommOps) and Insurance Finance function at Uber. I was…
The Key to Building an Effective Ecommerce FP&A Team
Today’s online ecommerce environment is ever-changing and ultra-competitive. A financial planning and analysis (FP&A) team must to be able to partner with its business leaders and meet growth objectives while…
The 10 Things I Learned Leading FP&A Teams through Crises
Imagine you come into a new job thinking that it was going to be a challenge – then it turns out to be not just a challenge but instead it’s a massive crisis –…
How do you ensure P&L alignment with all the stakeholders in an ecommerce organization?
In any type of organization, Finance (often FP&A) has always had healthy conflict being at opposite ends of the spectrum with partner teams: FP&A wants to grow the bottom-line operating…