Vasanth Shenai

We love to see FP&A pros getting the investment they deserve! "42% of FP&A practitioners had their organizations cover some or all of the costs for their upskilling." "The increased need CFOs have for personnel with FP&A skills has resulted in an uptick in budget allocations toward upskilling employees for FP&A functions." Read the full article from CFO: https://bit.ly/44r68af #fpanda #strategicfinance #upskilling

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How a Fractional CFO Improves Financial Planning and Analysis (FP&A) For organizations that are not ready to hire a full-time CFO, an outsourced, fractional CFO can fulfill the same function to provide strong FP&A at a much lower cost. Let’s examine how an outsourced, fractional CFO can improve FP&A: https://hubs.ly/Q02yjnly0 #cfoselections

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According to a recent PwC Pulse Survey, 58% of CFOS said they’ve increased their FP&A focus since last year. The skills CFOs need to tackle FP&A challenges are growing. CFOs are increasingly engaged in business decision-making, necessitating the use of cost-efficient technology and leveraging data for informed decisions. Sapling’s Interim FP&A service offers a flexible and scalable solution to support businesses during periods of bandwidth constraints or to drive new initiatives. Leveraging our expertise and tools, gaining valuable insights into business performance and making informed decisions. Learn more about our FP&A services: https://lnkd.in/gvekGKrG #SaplingFinancialConsultants

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We're pleased to feature Aaron Levine of Prophix on the latest episode of CFO THOUGHT LEADER Among other topic areas - CFO Levine discusses using AI to enhance financial reporting and operations. How is AI being integrated into your finance functions? What impacts have you observed?" What's more, Levine shares insights on navigating the complexities of M&A, especially on system integration. What are your strategies for managing M&A challenges effectively?" https://lnkd.in/gC2bMdn8

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Check out Prophix CFO Aaron Levine on the latest episode of the CFO THOUGHT LEADER podcast! While it seems like he's been a Phixer from day one, Aaron has only been with us a few months. In this episode, he shares his journey to the office of the CFO, provides some of his best practices and practical advice, and talks about the application of next-gen technology, including AI, within the finance department. Take a listen! #prophixone #CFOs #nextgenfinance https://lnkd.in/gC2bMdn8

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💡 FP&A vs. Accounting: How are they different? 💼 This article explores the unique roles each plays in a company's financial health. Learn about their distinct functions, how they contribute to strategic planning, and why both are essential. 👉 https://lnkd.in/dDXtBY6w #financialanalyst #Finance #FPandA #Accounting #FinancialPlanning #CorporateFinance

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🚀 New Year, New Goals: What’s on Your FP&A Radar for 2025? Welcome to 2025, finance pros—where the pace is quick, and the stakes are higher than ever and we know that you’re at the heart of it all! To help you stay ahead of the curve, we’ve been digging into the latest trends and listening to what’s on everyone’s mind. We’ve pinpointed five key areas that are helping to change the game. Let’s break them down: ✨ 1. Perfecting Your Crystal Ball (aka Forecasting) In a world where “unpredictable” is the norm, the best FP&A teams are nailing their forecasts with real-time data and next-level precision. It’s all about staying one step ahead—because surprises are great for birthdays, not budgets. 🤝 2. Turning “Finance vs. Everyone” Into “Finance + Everyone” The days of working in silos are over. This year, it’s all about teaming up across departments. Aligning with ops, sales, and marketing. That’s the secret sauce to faster decisions and better results. 🔒 3. Keeping the Vault Locked Tight Your financial data is gold, and protecting it isn’t just smart—it’s essential. Think top-notch cybersecurity and staying compliant so you can sleep soundly at night. ♻️ 4. Make Budgeting More Agile (Always Updating) Static annual budgets seem to be becoming less relevant. This year, we’re focusing on continuous financial planning, which allows for ongoing adjustments. Reforecasting as needed helps keep you flexible and responsive to changing circumstances. 📈 5. Giving Spreadsheets the Break They Deserve Let’s be honest: spreadsheets are like that trusty old car you’ve had since college. It gets the job done, but there are better options now. FP&A pros are upgrading to tech that automates the grunt work so they can focus on driving strategy. These trends aren’t just fluffy ideas—they’re what top-performing finance teams are already doing to stay ahead. Want to see how to make them work for you? 👉 Get further insights here: https://lnkd.in/grjbf-wu

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Today’s companies are struggling to sustain accounting talent and beginning to look at how they can blend full-time talent with strategically placed interim talent. Historically, many companies have filled roles in FP&A, audit, financial reporting and the CFO or controller chair with employees who have previously worked for an accounting firm. However, the dynamics have changed in recent years where many roles in accounting are now outsourced to interim talent. The narrower pipeline of new accounting graduates plus a high rate of retirement in the industry can leave the employees that are left overworked, increasing the likelihood of mistakes. This means that it’s essential to support a company’s finance function by investing in interim talent that brings the skills, experience, and stability the business might be missing to extract maximum value. Quaestor Consulting Group ("QCG") is a premier transformation, restructuring, and business advisory firm that maximizes value creation by offering clients in businesses and real estate invested in or owned by alternative investment firms a streamlined approach to transformative leadership and sustainable growth. This article is being made available for informational purposes only and should not be construed as legal, regulatory, tax, accounting, or investment advice on any subject matter. The information provided expresses the views of the author as of the date indicated and such views are subject to change without notice. QCG has no duty or obligation to update the information contained herein. Certain information contained herein is based on or derived from information provided by independent third-party sources. QCG believes that the sources from which such information has been obtained are reliable; however, it cannot guarantee the accuracy of such information and has not independently verified the accuracy or completeness of such information or the assumptions on which such information is based. QCG makes no representation, and it should not be assumed, that past investment performance is an indication of future results. Moreover, wherever there is the potential for profit there is also the possibility of loss.

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🎙️ Exciting new episode of FP&A Tomorrow podcast In this insightful conversation, Jon Laudie, CFO at Zerorez, Inc., shares his journey from FP&A to the C-suite and offers valuable lessons for finance professionals. Key takeaways: 📈 Great FP&A is deeply integrated into an organization's strategic planning and decision-making 💻 The right tools and technology are critical for enabling data-driven analysis 📊 A strong accounting infrastructure and clean financial data are foundational to best-in-class FP&A 🤝 As CFO, building the right team and improving processes are crucial Jon also shares advice on how FP&A professionals can be more strategic: 🎯 Build relationships outside finance 🔍 Periodically step back to analyze the business from a high level 📈 Play a key role in aligning strategic, financial, and operational planning Don't miss out on this valuable episode! Tune in now on Spotify: https://lnkd.in/gC444zKF This episode of FP&A Tomorrow is sponsored by Abacum.

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A private equity-backed SaaS firm needed assistance with integrating newly acquired companies and restructuring their financial systems. They turned to Phyton to support them through the restructuring. By placing high-level financial consultants, including an interim CFO and VP-level FP&A professionals, we helped integrate the companies' systems, build new financial models, and create robust forecasting tools. Thanks to these strategic placements, the company emerged from restructuring, ready to grow organically, with a strong foundation for future success. Read the case study to discover how we helped them succeed—and how Phyton can partner with you to meet your talent needs and drive future growth! #ExecutiveSearch #Recruiters #CaseStudy #Businessgrowth #PhytonTalentAdvisors

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The CFO landscape is shifting. With accelerating needs from sponsors for true "strategic CFOs", a new hiring approach is needed. We're proud to introduce Exponent Partners ➡️ A platform solely dedicated to sponsor-backed executive searches... for Finance & Accounting only. We're leveraging our team of real finance professionals and utilizing our existing FinPro Intelligence Platform to redefine success in the PE/VC arena. If you're looking to transform your financial leadership, let's connect. #Experts.Not Generalists.

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These are the signs that show it's time to modernize your financial planning: Yearly planning lasts more than a month, Lots of people participate, You use a lot of spreadsheets, There are lots of versions, Data-heavy model(s), Manual template management, Manual reports, The plan is not viable (departments are not coordinated), Your boss wants a rolling forecast, Your boss wants what-if simulations, Your boss wants driver-based planning, Your boss wants to plan profitability at the product / person / atom level. Don't wait for this list to grow, take action now! Read more about this in our blog: https://lnkd.in/dfiM3jq5 #Farseer #FP&A #FinancialPlanning #Innovation

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CFOs face significant challenges in recruiting and retaining top FP&A talent. A recent survey indicates that 64% of U.S. finance executives find FP&A positions the hardest to fill. Outsourcing FP&A functions offers a strategic solution by providing access to a global pool of experts, enabling CFOs to focus on core business operations without the burden of talent acquisition and training. Have you considered how outsourcing could alleviate your FP&A staffing challenges? #FPandA #StrategicFinance #CFOInsights #BusinessGrowth

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