Actionable, practical tips and tricks proven from the trenches to help you grow your FP&A career, all delivered with a touch of humor. 👊
fpandhey.substack.com (https://fpandhey.substack.com?utm_medium=podcast)
This episode of "Rise Above The Numbers" highlights how strong FP&A practices enable businesses to craft and influence their narrative by connecting financial data to daily operations.
2 May 2025
Practical AI Exists in FP&A
"Rise Above The Numbers" by FP&HEY
AI is something everyone talks about.
But it isn’t something everyone uses…yet.
There was a time when no one used computers.
There was a time when no one used the internet.
There was a time when Excel only had ~65k rows per tab.
And years from now, you’ll be saying there was a time when no one used AI.
Start using it, listen up to hear how.
Show Notes
* 00:40 – heard of AI? You will after this podcast
Here’s an article we wrote for CFO Dive on AI back in 2023 (https://www.cfodive.com/news/forget-fobo-use-ai-or-lose-your-fpa-Drew-Murphy/694159/)
* 01:30 – AI is powerful when you have good thinking frameworks in place
Check out this LinkedIn post on practical AI in FP&A from prior podcast guest Carl (https://www.linkedin.com/posts/carlseidman_fpaforum2025-activity-7309567075482521601-gt2x/?utm_source=share&utm_medium=member_ios&rcm=ACoAAAR1XkMBbNTCO5t2Li3jwt6zMVuhSN2Vx44)
* 02:40 – AI can make your life easier (personally and professionally)
* 04:35 – FP&A’s job is to think, use AI to brainstorm and ideate more effectively
* 05:10 – learn how to present financial information, then leverage AI to speed up that process
* 07:00 – AI can help you get people’s attention, then drive home a clear point, saving you from back-and-forth debates
* 08:45 – information is only as good as the actions it helps people take 💪
* 09:30 – researching new job responsibilities now requires asking people, searching the internet, and asking AI
* 10:35 – the internet and search sped up our ability to learn vs going to the library, AI can speed up internet search
* 12:40 – question everything, challenge processes, and be curious… that’s the best way to crush FP&A—and AI can help you figure out what questions to ask
🔥TIP: Here’s how to crush your first 6 months in FP&A. (https://www.fpandhey.com/how-to-crush-your-first-6-months-as-an-fpa-manager/)
* 14:05 – AI can even give Valentine’s Day advice—proceed with caution on that one
Resources
▪️ Follow us on LinkedIn: https://www.linkedin.com/company/fpandhey (https://www.linkedin.com/company/fpandhey)
▪️ Email us your burning FP&A questions at info [at] fpandhey.com (https://www.linkedin.com/company/fpandhey)
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit fpandhey.substack.com (https://www.linkedin.com/company/fpandhey)
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit fpandhey.substack.com (https://fpandhey.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
4 Apr 2025
Help Your Team Fail Small and Win Big
"Rise Above The Numbers" by FP&HEY
Who here likes to fail?
No, this isn’t an April Fool’s joke.
Failing leads to serious learning.
It can also lead to serious reputation hits.
And not just for you, but your team too.
Fail responsibly, by failing small and setting you and your team up for controlled failure.
Show Notes
* 00:26 – doing bicep curls while recording a podcast is one way to stay in shape
* 01:01 – controlled failure = allowing your team to take risks and fail while minimizing the consequences
* 02:20 – new hires will fail a lot—help them do that while helping them grow a positive reputation
* 03:45 – create a space that feels like the big game—there’s no experience like game day experience
* 04:50 – don’t expect people to hit the ground running—make it your mission to improve their chances of success
* 05:45 – bridge new analysis with old analysis to help you and your boss understand what changed and why it changed to get buy-in
* 07:50 – confidence compounds over time—make it your mission to instill confidence in your team early and often
* 09:15 – great football players (even Tom Brady) need teams to succeed—you as an FP&A leader are no different
* 09:55 – invest in leveling up your team and retaining top talent
* 10:30 – great ideas are out there to do things better—pay attention and ferociously learn about them
* 11:15 – challenge yourself to learn one new thing each day—that learning will compound over time
* 11:55 – wrapping things up—practice controlled failure to build skills, build confidence, build high-performing teams that consistently improve
Resources
▪️ Follow us on LinkedIn: https://www.linkedin.com/company/fpandhey (https://www.linkedin.com/company/fpandhey)
▪️ Email us your burning FP&A questions at info [at] fpandhey.com (https://www.linkedin.com/company/fpandhey)
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit fpandhey.substack.com (https://www.linkedin.com/company/fpandhey)
Disclaimer: This content is not investment advice or financial advice. The views expressed and stories told are our own. We may be investors in the companies discussed. Do your due diligence when considering applying what you learn.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit fpandhey.substack.com (https://fpandhey.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
Reach and audience
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Apple Podcasts (US)
5.0 / 5
5 ratings
Spotify
5.0 / 5
4 ratings
Podcast Authority Score: 44 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
64
Social presence
0
YouTube
0
Engagement
60
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