Welcome to the FP&A Guy Podcast Network – your one-stop destination for insightful conversations and expert perspectives at the forefront of finance, hosted by Paul Barnhurst, aka The FP&A Guy. This network brings together three unique shows designed to inform, inspire, and equip finance professionals across the globe: • FP&A Tomorrow: Shaping the future of FP&A by exploring today’s trends and interviewing top global talent in the field. • Financial Modeler’s Corner: Master the art and science of financial modeling with insights from distinguished experts, in partnership with the Financial Modeling Institute. • Future Finance: Discover how technology and AI are transforming corporate finance in this forward-thinking podcast co-hosted with Glenn Hopper. No matter where you are in your finance journey, these podcasts deliver practical advice, thought leadership, and cutting-edge innovation to help you stay ahead in the ever-evolving world of finance.
In this episode of The ModSquad , Paul Barnhurst, Giles Male, and Ian Schnoor are joined by Excel and Financial Modeling World Champions Michael Jarman and Diarmuid Early to discuss a unique “man versus machine” financial modeling challenge. The group breaks down their experience testing AI against expert modelers using real financial modeling and Excel competition cases. They explore where AI performs well, where human judgment still matters, and what the future of financial modeling may look like as AI tools continue to improve. Expect to Learn How AI compares against expert financial modelers in real-world challenges Where AI adds value and where human judgment remains essential Why reviewing and validating AI-generated models is becoming more important How AI tools are changing the future role of financial modelers Why strong modeling fundamentals still matter in an AI-driven world Here are a few quotes from the episode: “AI can build something quick, but if you want it to be right, often the majority of the time is in checking it.” - Michael Jarman “The most interesting question is how do you get from something that works to something you actually feel confident in.” - Diarmuid Early AI is changing the way financial models are built, reviewed, and improved. While AI can increase speed and efficiency, the best results still come from professionals who understand modeling principles, question outputs, and apply human judgement. The future belongs to modelers who can combine technology with expertise. Follow Ian: LinkedIn - https://www.linkedin.com/in/ianschnoor/ Follow Giles: LinkedIn - https://www.linkedin.com/in/giles-male-30643b15/ Follow Michael Jarman: LinkedIn - https://www.linkedin.com/in/michael-jarman-excel/ Follow Diarmuid Early: LinkedIn - https://www.linkedin.com/in/diarmuidearly/ In today’s episode: [00:00] – Trailer [03:59] – Setting Up the Competition [09:50] – AI Competition Commentary [13:02] – Shortcut vs Human Results [16:17] – AI Review Agents [20:11] – Trusting AI Models [29:41] – Future of AI Agents [33:13] – Human Oversight in AI [41:27] – Real-World Modeling Challenges [45:54] – Beyond AI Prompting [47:50] – Future of Financial Modeling [53:20] – Closing Thoughts
In this episode of FP&A Unlocked, hosts Paul Barnhurst and Glenn Snyder sit down with Josette Ferrer to discuss one of the most overlooked skills in finance: networking. While many finance professionals focus on technical expertise, Josette explains why building genuine relationships is essential for career growth, leadership development, mentorship, and long-term success. Josette Ferrer is the Founder and Managing Director of Clairent Advisors, a valuation and business advisory firm specializing in business and intellectual property valuations. She also serves as President of the San Francisco Bay Area chapter of Financial Executives International (FEI) and is actively involved with organizations including How Women Lead, ProVisors, the American Society of Appraisers, and several executive leadership communities. Expect to Learn: Why networking should start long before you need your next opportunity How to choose the right networking organizations for your career goals Simple strategies introverts can use to build meaningful professional relationships Why mentoring and networking naturally go hand in hand Here are a few relevant quotes from the episode: "Networking isn’t transactional, it’s about giving, helping, and building relationships." - Josette Ferrer "You don’t need a title to add value; small gestures can create lasting connections." - Josette Ferrer Networking is a crucial skill for FP&A professionals, enabling stronger relationships, mentorship, and career growth. Starting early and engaging genuinely helps build trust and opportunities over time. Remember, networking is about giving and adding value, not just seeking benefits for yourself. Follow Josette Ferrer: LinkedIn: https://www.linkedin.com/in/josetteferrer/ Follow Glenn Snyder: LinkedIn: https://www.linkedin.com/in/glennsnyder/ Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com , listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details. In Today's Episode: [00:00] – Trailer [04:22] – What Great FP&A Looks Like [12:36] – Choosing the Right Networking Group [21:23] – Why You Should Start Networking Early [27:39] – Building and Maintaining Your Professional Network [33:18] – Networking Strategies for Introverts [41:21] – The Power of Mentorship [52:05] – Final Networking Advice for Finance Professionals
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome Robert Collie, founder and CEO of P3 Adaptive, for a conversation about artificial intelligence, data analytics, and how finance professionals can prepare for the future of work. Robert shares his journey from helping build Power BI at Microsoft to founding P3 Adaptive and explains why AI is creating both disruption and new opportunities for finance and data professionals. Robert Collie is the founder and CEO of P3 Adaptive, a Microsoft analytics and AI consulting firm. During his 13 years at Microsoft, Robert helped lead the development of Power Pivot and Power BI. He is also the author of the bestselling Power Pivot and Power BI book and hosts the Raw Data with Rob Collie podcast. His upcoming book, Fair Game: Customizing AI to Your Business is Easier Than You Think, explores how organizations can make AI practical and accessible. In this episode, you will discover: How Power BI and Power Pivot changed the way organizations use data. Why AI is creating new opportunities for finance and data professionals. Why sitting still with current skills can create career risks. How companies can build AI systems using strong data foundations. Why semantic models are becoming essential for AI adoption. Robert brings decades of experience in business intelligence, analytics, and AI, sharing practical lessons on how finance leaders and data professionals can adapt, learn, and create value in a rapidly changing environment. Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul : LinkedIn: https://www.linkedin.com/in/thefpandaguy Follow Robert: Website: https://p3adaptive.com/ Book: https://fairgamebook.ai/ LinkedIn: https://www.linkedin.com/in/robcollie/ Future Finance is sponsored by QFlow.ai , the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike. In Today’s Episode: [00:00] – Trailer [00:00] – How AI is changing jobs [02:43] – Robert’s Microsoft journey [06:06] – Power BI and Power Pivot impact [11:25] – Leaving Microsoft for P3 Adaptive [15:43] – AI and the future of data work [19:33] – Making AI accessible [25:13] – AI tools and better workflows [31:11] – AI in career planning [33:38] – AI changing finance and consulting [35:16] – Why semantic models matter [38:35] – Building a strong company culture [40:34] – Robert’s AI book and future plans
In this episode of Financial Modelers Corner, host Paul Barnhurst welcomes Dr. Eric Kelley, Finance Professor | Microsoft MVP (Excel), and one of the leading educators in financial modeling. Eric shares how his passion for teaching, mathematics, and financial markets led him into academia, and why developing scalable financial models starts with understanding the business before opening Excel. Dr. Eric Kelley is a Professor of Finance at the University of Tennessee's Haslam College of Business, a Microsoft Excel MVP, and Faculty Fellow with the Microsoft Excel Collegiate Challenge (MECC). He coaches the University of Tennessee's Excel eSports team, which won the 2024 MECC World Championship, and is passionate about using financial modeling and Excel eSports to prepare students for finance careers. Expect to Learn: Why communication matters as much as modeling skills. Building scalable financial models that last. Common financial modeling mistakes to avoid. How Excel eSports sharpens problem-solving. Why competition improves modeling skills. Here are a few relevant quotes from the episode: "Great financial modelers need strong oral communication skills because they must explain the story behind the model, not just build it." - Dr. Eric Kelley "You're not trying to solve a single problem, you're trying to build a system that can take flexible inputs and generate useful outputs." - Dr. Eric Kelley Eric Kelley shares why financial modelers need more than technical skills, highlighting the importance of communication, problem-solving, and building scalable models. He also discusses how Excel eSports and hands-on learning are helping students develop real-world modeling skills for future finance careers. Follow Eric: LinkedIn: https://www.linkedin.com/in/ekkell/\ University of Tennessee: https://haslam.utk.edu/ Follow Financial Modeler's Corner: LinkedIn: https://www.linkedin.com/company/financial-modeler-s-corner/ Newsletter - Subscribe on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation today and get 15% off using the code “Podcast” at https://bit.ly/497oAq W In Today's Episode: [00:00] - Introduction & Dr. Eric Kelley [02:10] - Eric’s Finance Journey [03:17] - The Top Modeling Skill [04:40] - Understanding Your Model [05:33] - Common Modeling Mistakes [08:03] - Excel eSports Explained [10:31] - Performing Under Pressure [11:51] - Coaching Excel Champions [14:22] - Excel eSports in Modeling [17:13] - Teaching with FMI Cases [18:57] - The Future of Financial Modeling
In this episode of FP&A Unlocked, host Paul Barnhurst sits down with Albert Lee, FP&A leader, AI finance coach, and corporate trainer, to explore how artificial intelligence is transforming the finance profession. Albert shares practical insights from implementing AI in corporate finance, coaching CFOs, and training finance teams on responsible AI adoption. Albert Lee is an FP&A leader, AI finance coach, and corporate trainer with over 13 years of experience helping finance teams embrace AI and automation. He has led FP&A functions across multinational organizations, including Merlin Entertainments and The Cookware Company, driving forecasting, profitability modeling, and process improvements across APAC. Today, Albert coaches CFOs and finance leaders through the AI Finance Club while delivering AI training for global organizations and professional finance communities. Expect to Learn: Why AI should be your finance copilot How to build trusted AI workflows When to use AI vs. Power Query Best practices for secure AI adoption Key skills for the future of FP&A Here are a few relevant quotes from the episode: "A strong analyst using AI becomes much stronger. A weak analyst using AI simply makes mistakes faster." - Albert Lee "The best FP&A professionals don't just explain the numbers, they explain what they mean and what should happen next." – Albert Lee Albert Lee shares practical insights on using AI to enhance FP&A without sacrificing governance, accuracy, or human judgment. He reminds finance professionals that while AI can dramatically improve productivity, true business value comes from combining the right technology with strong data practices, critical thinking, and trusted business partnerships. Follow Albert: Website - https://axiomfpa.com/ LinkedIn - https://www.linkedin.com/in/albert-lee-fcpa-869478118/ Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com , listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details. In Today’s Episode [00:00] – Trailer [02:14] – Meet Albert Lee [03:34] – Why Copilot? [05:27] – AI Automation Journey [09:47] – AI Training & Coaching [19:51] – AI Challenges [23:50] – AI Workflows [28:18] – AI Governance [31:23] – AI's Strengths & Limits [39:40] – Career Advice & Wrap-up
In this episode of Future Finance, host Paul Barnhurst and co-host Glenn Hopper are joined by guest Alex Brower, co-founder and CEO of QFlow.ai, to explore why forecasting problems often begin with the data layer. They discuss data plumbing, semantic alignment, Model Context Protocols (MCPs), vibe coding, and how finance and go-to-market teams can work from shared definitions to improve forecast quality and analysis. Alex Brower is the co-founder and CEO of QFlow.ai, helping finance and go-to-market teams connect data, improve forecast accuracy, and boost analyst productivity by up to five times. He previously led finance and marketing at high-growth tech firms like AppTelligent (acquired by VMware) and Cloud Academy (acquired by QA). In this episode, you will discover: How data hygiene and shared definitions improve forecasting Why unified data alone does not solve business alignment issues MCP vs semantic layers for reliable analysis The risks of untested AI-generated analysis Why AI cost and governance matter Alex explains how QFlow helps companies prepare data, run planning workflows, and turn analysis into board-ready stories. Follow Alex: Website: https://qflow.ai/ LinkedIn: https://www.linkedin.com/in/alexbrower/ Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul : LinkedIn: https://www.linkedin.com/in/thefpandaguy Follow QFlow.ai: Website - https://bit.ly/4i1Ekjg Future Finance is sponsored by QFlow.ai , the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike. In Today’s Episode: [00:00] – Introduction [02:15] – Data & Forecasting Challenges [06:43] – MCP vs Semantic Layers [09:55] – AI Coding Risks [15:52] – QFlow Data Preparation [18:10] – Planning & Business Insights [20:51] – Closing Thoughts
In this episode of Financial Modeler's Corner, host Paul Barnhurst is joined by Ian Schnoor, Executive Director of the Financial Modeling Institute. They discuss the future of financial modeling in the age of AI, with a focus on how modelers are using AI today, where human judgment still matters, and what governance, ethics, and skill development look like going forward. Expect to Learn: Why communication skills are critical for financial modelers How to build models as flexible systems instead of one-time solutions How Excel Esports helps students develop real-world modeling skills How competitions can improve financial modeling education Here are a few quotes from the episode: "86% of the council members are using AI for modeling tasks" – Ian Schnoor "The shift, there will be a shift, of course, from construction to judgement" – Ian Schnoor Ian Schnoor shares why AI should enhance, not replace, human expertise in financial modeling, emphasizing judgment, governance, and strong foundational skills. He also offers practical career advice for aspiring modelers and highlights why mastering the fundamentals remains essential in an AI-driven future. Follow Ian: LinkedIn - https://www.linkedin.com/in/ianschnoor/ Follow Financial Modeler's Corner: LinkedIn: https://www.linkedin.com/company/financial-modeler-s-corner/ Newsletter - Subscribe on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation today and get 15% off using the code “ Podcast ” at https://bit.ly/497oAqW In Today’s Episode: [00:00] –Trailer [03:25] – Ian’s Modeling Journey [06:20] – Building Modeling Skills [09:59] – Global Leadership Council Report [14:40] – AI Use in Financial Modeling [21:31] – Human Judgment in Modeling [26:09] – Trust and AI Governance [30:11] – Ethics and the Future of Modeling [44:14] – Final Thoughts on Modeling Careers
In this Episode of FP&A Unlocked, host Paul Barnhurst features returning guest Jack McCullough, founder of the CFO Leadership Council, for a conversation about The Rodman Paradox and what it means for FP&A teams. The discussion explores how specialists can create outsized value, how leaders should recognise them, and how to manage them without turning them into the wrong kind of generalist. Jack McCullough is the founder and president of the CFO Leadership Council, a professional community he built to empower senior financial executives through peer learning and collaboration. Over the course of his career, Jack has served as chief financial officer for twenty-six companies, leading not only finance but also business development, HR, and IT functions. Expect to Learn: Build FP&A teams with the three Cs: communication, curiosity, courage. Rare specialists can outperform broad generalists. Spot true critical specialists vs. those who just seem important. Find hidden influence by who people turn to in crises. Avoid promoting specialists away from their best work. Here are a few relevant quotes from the episode: You want to encourage a culture of what I call the three Cs, which are communications, curiosity, and courage." – Jack McCullough "The Rodman paradox is there might be people that on the surface seem like they have a limited skillset, but because there are so few people who can do it well, they may actually be more important to your organisational success than executives." – Jack McCullough Jack brings the perspective of a seasoned CFO, author, and adviser who has spent years thinking about financial leadership, specialist talent, and the skills that matter most in modern finance. Follow Jack: Website - https://cfoleadershipcouncil.com/ LinkedIn - https://www.linkedin.com/in/jackmcculloughcfo/ Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com , listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details. In Today’s Episode [00:00] – Trailer [01:42] – Jack shares the coming book The Rodman Paradox [05:56] – The three Cs for strong FP&A teams [07:27] – Why the book is about specialists, not basketball [13:15] – How to spot a Rodman through influence and crisis [20:19] – Managing specialists through motivation and bureaucracy [30:05] – AI may increase the value of specialists [33:42] – Career advice for future CFOs and FP&A leaders [40:57] – Reflecting on the ultimate interview opportunities [45:57] – Wrap-up
Future Finance host Paul Barnhurst and co-host Glenn Hopper are joined by Alex Brower, co-founder and CEO of QFlow.ai , to unpack why forecasting often breaks down even when teams have plenty of data. The discussion focuses on how finance and go-to-market teams can work from shared inputs, improve planning accuracy, and use AI without losing the structure needed for reliable decisions. Alex Brower is the co-founder and CEO of QFlow.ai, helping finance and go-to-market teams connect data, improve forecast accuracy, and boost analyst productivity up to five times. He previously led finance and marketing at high-growth tech firms like AppTelligent (acquired by VMware) and Cloud Academy (acquired by QA). In this episode, you will discover: Fix data plumbing before system consolidation. Use data dictionaries for consistent definitions. AI helps, but semantic logic is still needed. Vibe coding can create hidden costs if untested. Start with key unanswered questions, then plan solutions. Alex shares lessons from leading finance, operations, and marketing teams at high-growth companies, including what he learned from living the forecast tension on both sides of the table. Follow Alex: Website: https://qflow.ai/ LinkedIn: https://www.linkedin.com/in/alexbrower/ Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul : LinkedIn: https://www.linkedin.com/in/thefpandaguy Follow QFlow.ai: Website - https://bit.ly/4i1Ekjg Future Finance is sponsored by QFlow.ai , the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike. In Today’s Episode: [00:00] – Trailer [03:44] – Finance-to-marketing journey & QFlow’s solution [07:10] – Data plumbing vs. alignment [11:37] – MCPs, AI, and logic layers [14:50] – Risks of vibe coding & maintainability [21:56] – How QFlow handles data, planning, and storytelling [30:57] – Alignment before strategy & reducing fact-hunting [35:39] – Where CFOs/FP&A should start modernizing [44:03] – Closing & sponsor sign-off
In this episode of Financial Modeler’s Corner, Paul Barnhurst sits down with Dr. Eric Kelley, finance professor, Microsoft Excel MVP, and financial modeling educator, to discuss how financial modeling education is evolving through Excel Esports and hands-on learning. Eric shares how he uses competitions, real-world cases, and structured modeling techniques to help students build stronger financial modeling skills, think in systems, and create models that support better decision-making. Dr. Eric Kelley is a finance professor at the University of Tennessee’s Haslam College of Business, where he teaches finance at the undergraduate, MBA, and PhD levels. He is a Microsoft Excel MVP and faculty fellow with the Microsoft Excel Collegiate Challenge. Eric focuses on developing integrated financial modeling education, helping students build scalable models through innovative techniques and competitive Excel-based learning. Expect to Learn: Why communication skills are critical for financial modelers How to build models as flexible systems instead of one-time solutions How Excel Esports helps students develop real-world modeling skills How competitions can improve financial modeling education Here are a few quotes from the episode: "At the end of the day, we've got to be able to communicate. We've got to be able to tell stories." - Eric Kelley "You're not trying to find a loan payment. You're trying to build a system that is going to take in a flexible set of inputs and generate a loan payment as an output." - Eric Kelley Eric Kelley shares how financial modeling education can move beyond traditional instruction by combining technical skills, communication, and competitive problem-solving. Through Excel Esports and structured case-based learning, he helps students understand that strong models are not just about getting the right answer, but about building systems that can adapt, scale, and support decisions. Follow Eric: LinkedIn: https://www.linkedin.com/in/ekkell/ Youtube: https://www.youtube.com/@erickelley5900 Follow Financial Modeler's Corner: LinkedIn: https://www.linkedin.com/company/financial-modeler-s-corner/ Newsletter - Subscribe on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation today and get 15% off using the code “ Podcast ” at https://bit.ly/497oAqW In Today’s Episode: [00:00] – Trailer [04:33] – The Importance of Communication Skills [09:12] – Discovering Excel Esports [11:35] – Competing Under Pressure [13:01] – Coaching Future Financial Modelers [16:36] – Bringing Financial Modeling Into the Classroom [23:51] – Building Excel Esports Cases [32:00] – Students’ Biggest Modeling Breakthroughs [36:23] – Advice for Aspiring Modelers [38:10] – Excel Rapid Fire Questions [43:33] – Final Advice on Learning Financial Modeling
In this episode of FP&A Unlocked, Paul Barnhurst sits down with Etinosa Agbonlahor, behavioral economist and Founder & CEO of Decision Alpha, to discuss why pricing is one of the biggest drivers of business success. They explore how customer psychology influences pricing, why many companies underprice their products, and how FP&A can play a more strategic role in pricing decisions. Etinosa Agbonlahor is a behavioral economist and pricing strategist who helps businesses improve pricing through behavioral science and customer insights. As Founder & CEO of Decision Alpha, she has advised organizations across the US, Australia, Africa, and the UK on pricing, customer behavior, and growth. She is also the author of How to Talk to Your Parents About Money. Expect to Learn: Why most businesses underprice their products How customer psychology influences pricing The role of FP&A in pricing strategy When outcome-based pricing works best Why storytelling makes data more impactful Here are a few relevant quotes from the episode: "The problem with underpricing is that no one is going to tell you you're underpriced." – Etinosa Agbonlahor "People don't walk around knowing what your product should cost, they infer your value from your price." – Etinosa Agbonlahor Etinosa shares practical strategies for improving pricing through customer research, behavioral economics, and data-driven decision-making. This episode is ideal for FP&A professionals, finance leaders, and business owners looking to build stronger pricing strategies. Follow Etinosa: Website - https://playbook.decisionalpha.co/ LinkedIn - https://www.linkedin.com/in/etinosasere/ Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com , listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details. In Today’s Episode [00:00] – Trailer [05:18] – What Great FP&A Looks Like [06:12] – Why Pricing Drives Business Success [10:03] – Why Businesses Underprice [17:23] – Customer Segmentation [24:02] – FP&A and Pricing [29:28] – Behavioral Pricing Framework [34:12] – AI & Outcome-Based Pricing [46:05] – Data Storytelling [57:02] – Final Advice
In this episode of Future Finance, Paul Barnhurst and Glenn Hopper are joined by Nick Jain and Daniel Settel, co-founders of Eagle Rock CFO. They discuss how AI is changing FP&A, why finance teams still need human expertise, and how their platform helps CFOs automate financial analysis while improving decision-making. Nick Jain is a Harvard MBA and former CEO, CFO, and investor with experience at McKinsey, Bain Capital, and multiple high-growth companies. Daniel Settel is a Stanford engineer, Harvard MBA, former investment professional at Primecap Management, and co-founder of a venture secondary marketplace. Together, they founded Eagle Rock CFO to combine technology with fractional CFO services for growing businesses. In this episode, you will discover: How AI can automate FP&A without replacing finance professionals Why clean financial data is essential for better analysis The role of humans in AI-powered finance workflows How fractional CFOs can use technology to serve more clients Where businesses can uncover hidden value in their financial data AI-powered finance tools are changing how businesses analyze data, but success still depends on combining automation with sound financial judgment. Nick and Daniel share practical insights into how finance leaders can use technology to save time, uncover opportunities, and make better decisions. Follow Nick: Website: https://www.eaglerockcfo.com/ LinkedIn: https://www.linkedin.com/in/nickmjain/ Follow Dan: Website: https://www.eaglerockcfo.com/ LinkedIn: https://www.linkedin.com/in/dsettel/ Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul : LinkedIn: https://www.linkedin.com/in/thefpandaguy Follow QFlow.AI: Website - https://bit.ly/4i1Ekjg Future Finance is sponsored by QFlow.ai , the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike. In Today’s Episode: [02:24] – Why Eagle Rock CFO Was Founded [04:35] – Building AI for FP&A [09:12] – The Human Role in AI-Powered Finance [10:38] – Why Fractional CFOs Need Better Tools [14:18] – Cleaning Financial Data & Chart of Accounts [16:21] – White-Labeling the Platform [17:17] – Time Savings and Business Impact [19:18] – Final Thoughts
In this episode of The Mod Squad, Paul Barnhurst, Ian Schnoor, and Giles Male put today's leading AI tools to the test in a live financial modeling "bake-off." Using the same modeling case and prompts, they compare ChatGPT, Claude, and Copilot to see how well each tool builds a financial model. The discussion highlights the progress AI has made, where it still falls short, and why financial modeling expertise remains essential. Expect to Learn: How ChatGPT, Claude, and Copilot perform on the same financial modeling task The strengths and weaknesses of AI-generated financial models Why AI-generated models still require careful review and testing How custom instructions and skills can improve AI outputs Why financial modeling knowledge is still critical in an AI-driven world Here are a few quotes from the episode: "People are trying to do their jobs and keep up with AI at the same time. It's exhausting." – Ian Schnoor "AI is a magnifier, not a replacement for financial modeling skills." – Paul Barnhurst AI is powerful, but it is not a shortcut to quality work. It still needs guidance, structure, and strong fundamentals. The people who benefit most are those who understand both the tools and the work behind them. For now, the best approach is simple: test it, guide it, and never trust it blindly. Follow Ian: LinkedIn - https://www.linkedin.com/in/ianschnoor/ Follow Giles: LinkedIn - https://www.linkedin.com/in/giles-male-30643b15/ In today’s episode: [00:00] – Trailer [03:30] – AI Fatigue & Keeping Up [05:48] – The Modeling Challenge [08:41] – ChatGPT Results [17:57] – Claude Results [27:33] – Copilot Results [30:36] – Human Review Still Matters [33:18] – How AI Has Improved [36:10] – Better Results with Custom Skills [37:08] – Final Verdict & Key Takeaways
In this episode of FP&A Unlocked, Paul Barnhurst sits down with Alok Ajmera, CEO of Prophix, to explore how AI is reshaping FP&A, financial planning, and enterprise decision-making. Alok explains how modern finance teams are evolving from spreadsheet-heavy workflows to AI-enabled systems, while still relying on structured data, deterministic processes, and human oversight to maintain accuracy and trust in financial outputs. Alok Ajmera is the CEO of Prophix, a leading financial performance management platform helping CFO organizations modernize planning, budgeting, and forecasting. With over 22 years at Prophix, he has supported more than 3,000 finance teams globally in transforming how they close, consolidate, and plan. Alok has led the evolution of FP&A systems from spreadsheet-first to system-first, and now toward AI-enabled finance operations. Expect to Learn: What makes FP&A a true force multiplier inside organizations How data stewardship, collaboration, and forecasting define great finance teams Why AI must stay deterministic when handling financial calculations The difference between probabilistic AI and structured finance systems How AI agents support FP&A without replacing financial control Here are a few relevant quotes from the episode: "The biggest opportunity is to take inefficient manual workflows and simplify them with AI agents, delivering value quickly while building confidence in the team." – Alok Ajmera "AI democratizes capabilities, but there must be governance and discipline. It’s easy to build things, but maintaining them is hard." – Alok Ajmera Alok explains that while AI is transforming FP&A through speed and automation, the core of finance still depends on structured systems, clean data, and human judgment. He emphasizes that the future of finance is a hybrid model where AI enhances productivity while finance leaders maintain control, context, and strategic oversight. Follow Alok: Website - www.prophix.com LinkedIn - https://www.linkedin.com/in/alok-ajmera-93896617/ YouTube - https://www.youtube.com/@prophix Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com , listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details. In Today’s Episode [00:00] – Trailer [04:10] – What great FP&A looks like [09:13] – Revenue and qualitative goals [18:38] – Why AI in FP&A needs structure [29:36] – AI in forecasting and planning [33:45] – Risks, governance, and AI sprawl [45:40] – Soft skills in FP&A [49:11] – Travel and personal reflections [51:25] – Closing thoughts
In this episode of Future Finance, Paul Barnhurst and Glenn Hopper sit down with Nick Jain and Daniel Settel, co-founders of Eagle Rock CFO, to discuss how AI is reshaping FP&A and fractional CFO services. Nick and Dan explain how their AI-powered system combines structured data processing, automation, and financial expertise to help companies analyze complex financial data faster, reduce manual workload, and uncover hidden value in their operations. Dan and Nick are co-founders of Eagle Rock CFO, a financial advisory firm helping mid-size businesses grow faster and improve profitability. They combine AI and technology to deliver operational finance insights at a fraction of traditional consulting costs. Both are Harvard Business School graduates, with undergraduate degrees from Stanford and Dartmouth. Dan previously co-founded FinTech company Zanbato and worked as a professional investor at PrimeCap, while Nick has experience in private equity investing and scaling companies across SaaS, footwear, and trucking. In this episode, you will discover: AI works best when paired with structured financial data, not raw inputs Why deterministic systems still matter alongside AI in finance workflows How Eagle Rock’s 5-step system improves financial analysis accuracy Why human oversight is still needed in AI-powered FP&A systems How fractional CFOs can save 20–50 hours per month using AI tools Nick and Daniel demonstrate how AI is transforming finance by automating analysis while still relying on structured systems and human judgment. Their approach shows that the future of FP&A is not fully autonomous AI, but a hybrid model where AI enhances decision-making, improves efficiency, and strengthens financial visibility. Follow Nick: Website: https://www.eaglerockcfo.com/ LinkedIn: https://www.linkedin.com/in/nickmjain/ Follow Dan: Website: https://www.eaglerockcfo.com/ LinkedIn: https://www.linkedin.com/in/dsettel/ Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul : LinkedIn: https://www.linkedin.com/in/thefpandaguy Follow QFlow.AI: Website - https://bit.ly/4i1Ekjg Future Finance is sponsored by QFlow.ai , the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike. In Today’s Episode: [00:00] – Trailer [04:10] – Founding Eagle Rock CFO [06:21] – Deterministic vs probabilistic systems [07:22] – Why agents are not enough [09:13] – Data compression and structuring [10:13] – Human oversight in AI workflows [14:51] – Data mess in SMB finance [18:38] – White-label and consulting model [22:18] – How to start using AI safely [29:36] – CFO vs CEO vs CIO experience [33:45] – Closing thoughts
In this episode of Financial Modeler’s Corner, Paul Barnhurst sits down with Jorge Rojas, finance professor, consultant, and Advanced Financial Modeler, to explore how emerging technologies are reshaping financial modeling. Jorge shares insights from his latest research on spatial finance and Earth observation data, explaining how satellite imagery, AI, and alternative data sources are transforming forecasting, investment analysis, ESG reporting, and risk management. Jorge Rojas is a finance professor, consultant, CFA Charterholder, and Advanced Financial Modeler (AFM) with a PhD in Finance from Tulane University, where he also serves as an Adjunct Professor. He has taught finance across the United States, Europe, Asia, and Latin America, and is the author of several books on corporate finance, risk management, and financial modeling Expect to Learn: How satellite data can improve financial forecasting Why Monte Carlo simulation is useful for decision-making Practical applications of spatial finance Tips for building reliable financial models Advice for developing your financial modeling skills Here are a few quotes from the episode: "Most useful financial models should be forward-looking and based on current information." - Jorge Rojas "Build your model as automated as possible. It takes more time upfront, but it will save you time later." - Jorge Rojas Jorge Rojas shares practical insights on building stronger financial models by combining sound modeling principles with modern data sources and risk analysis techniques. Whether you're new to financial modeling or an experienced professional, this episode offers valuable lessons to help you make better-informed financial decisions. Follow Jorge: Linkedin: https://www.linkedin.com/in/jorgerojasphdcfa/ Company: https://orcid.org/0009-0002-4136-7995 Follow Financial Modeler's Corner: LinkedIn: https://www.linkedin.com/company/financial-modeler-s-corner/ Newsletter - Subscribe on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 Sign up for the Advanced Financial Modeler Accreditation today and get 15% off using the code “ Podcast ” at https://bit.ly/497oAqW In Today’s Episode: [00:00] – Trailer [03:08] – Financial Modeling Horror Story [04:35] – Why Jorge Enjoys Teaching [07:38] – CFA & AFM Certifications [12:18] – Introduction to Spatial Finance [17:01] – Satellite Data in Finance [25:41] – Monte Carlo Simulation [32:20] – Modeling Agricultural Risk [37:57] – Rapid Fire Questions [45:29] – Advice for Financial Modelers
In this episode of FP&A Unlocked, Paul Barnhurst sits down with Tim Stallkamp, Senior Managing Director at Riveron, alongside co-host Glenn Snyder. Tim shares insights on interim management and how it is reshaping finance leadership by helping companies fill critical gaps, accelerate value creation, and bring experienced finance leaders into organizations during transition periods. Tim Stallkamp is a Senior Managing Director and the leader of Riveron’s Interim Management practice. He is a seasoned turnaround executive who provides interim management and turnaround management services to distressed and under-performing businesses. Tim has led turnarounds as interim chief executive officer (CEO), chief restructuring officer (CRO), chief transformation officer (CTO), and chief financial officer (CFO). Expect to Learn: Why private equity is driving demand for interim finance leaders What makes a strong interim FP&A and finance professional Why broad, cross-industry experience matters more than narrow expertise How interim leaders create value from day one The importance of clear scope and alignment in engagements Here are a few relevant quotes from the episode: "Interim management isn’t about replacing people; it’s about supplementing leadership to create value faster and help teams reach their full potential." – Tim Stallkamp "The more experiences an individual has across industries and roles, the more effective they are in interim management. Breadth of expertise is key." – Tim Stallkamp Tim explains how interim management is reshaping finance leadership by bringing experienced professionals into organizations during critical transitions. These leaders not only fill gaps but also help improve processes, guide decision-making, and leave companies stronger than before. Follow Tim: LinkedIn: https://www.linkedin.com/in/tim-stallkamp-537b0317/ Company: https://riveron.com/ Follow Glenn: LinkedIn: https://www.linkedin.com/in/glenntsnyder/ Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com , listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details. In Today’s Episode [00:00] - Trailer [05:06] - What interim management is [07:42] - Why it’s growing [09:13] - Value creation in leadership [13:12] - Defining scope clearly [17:58] - Alignment in engagements [26:11] - Types of interim roles [37:14] - Systems vs skills [42:55] - Private equity decision-making [50:42] - Final thoughts
In this episode of Future Finance, Paul Barnhurst and Glenn Hopper sit down with Ron Nachum, Founder of Sapien, an AI-native company building systems that understand and act on enterprise financial data. Ron shares how his team is redefining finance operations using AI agents that go beyond dashboards and chatbots to actively analyze, optimise, and recommend actions across business functions. Ron Nachum is the Founder of Sapien, an AI-native platform that helps companies run finance and operations through intelligent systems built on top of ERPs, spreadsheets, and enterprise data. With a background in applied AI research at Harvard, Ron focuses on building systems that turn fragmented financial data into real-time business decisions. In this episode, you will discover: How AI agents are reshaping finance and FP&A workflows Why companies need systems that understand their business context How Sapien automates reporting, analysis, and decision support The importance of guardrails, auditability, and financial structure in AI Ron shows how AI agents are moving finance beyond reporting into real-time decision-making. Sapien blends structure, data, and intelligence to turn complex systems into actionable insights. Follow Ron: Website: https://sapien.ai/news LinkedIn: https://www.linkedin.com/in/ron-nachum/ Follow Glenn: LinkedIn: https://www.linkedin.com/in/gbhopperiii Follow Paul : LinkedIn: https://www.linkedin.com/in/thefpandaguy Follow QFlow.AI: Website - https://bit.ly/4i1Ekjg Future Finance is sponsored by QFlow.ai , the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike. In Today’s Episode: [02:35] – Why Ron left Harvard to build Sapien [05:15] – Founding story and early vision [07:46] – Building AI systems for finance [09:13] – From manual workflows to AI automation [10:03] – Evolution of AI agents in finance [11:29] – How AI is changing FP&A roles [12:45] – Guardrails and system design [13:56] – Financial intelligence in AI systems [16:19] – Opinionated vs. flexible AI systems [18:26] – Closing thoughts
In this episode of The Mod Squad, Paul Barnhurst, Ian Schnoor, and Giles Male share their real experiences using AI in financial modeling. They discuss what works, what doesn’t, and how finance professionals can best use AI today. From testing different AI tools to running a “bake-off” on a real financial model, the conversation highlights the practical challenges, hallucinations, and creative approaches to working with AI in FP&A. Expect to Learn Where AI actually adds value in modeling and finance workflows Why AI outputs still need careful checking and guidance How different AI tools compare when building real models Why instructions, structure, and human oversight improve AI results Here are a few quotes from the episode: “Most companies don’t have AI governance yet, and that’s where real risk comes in.” - Ian Schnoor “Automation is great, but you still need to audit and understand every step.” - Giles Male AI is powerful, but it is not a shortcut to quality work. It still needs guidance, structure, and strong fundamentals. The people who benefit most are those who understand both the tools and the work behind them. For now, the best approach is simple: test it, guide it, and never trust it blindly. Follow Ian: LinkedIn - https://www.linkedin.com/in/ianschnoor/ Follow Giles: LinkedIn - https://www.linkedin.com/in/giles-male-30643b15/ In today’s episode: [00:05] – Trailer [03:06] – AI Progress Update [05:00] – Mental Load & AI Pace [08:03] – Busting AI Hype [12:30] – Training & Business Demands [17:57] – AI “Eye of the Storm” [24:13] – Testing AI Models [30:52] – Fixing vs Building AI Models [35:15] – Challenging Misleading AI Claims [38:41] – Improving AI with Instructions [42:59] – Final Thoughts & Takeaways
In this episode of FP&A Unlocked, Paul Barnhurst sits down with Nicholas Moen, CMA and Director of Finance at Section, an AI software company. Nicholas shares insights on leveraging AI in FP&A to streamline financial modeling, automate workflows, improve decision-making, and build high-performing teams. He discusses practical strategies for training finance teams, balancing human oversight with AI automation, and applying FP&A insights to drive operational impact in enterprise organizations. Nicholas Moen is a CMA and finance leader at Section, where he reinvents finance through AI, helping organizations build AI-powered workflows at scale. Based in Franklin, Pennsylvania, Nicholas specializes in leveraging AI to streamline FP&A processes, automate workflows, and empower finance teams to focus on strategic decision-making. Expect to Learn: How AI frees FP&A teams from manual work Automating reports, spreadsheets, and workflows Training and empowering teams on AI tools Key FP&A skills: business partnering, listening, and data understanding Here are a few relevant quotes from the episode: "Context is everything. Using AI to capture meeting insights and key assumptions helps teams make smarter, faster decisions." - Nicholas Moen "A strong FP&A professional understands both data structures and business partnering, skills that AI cannot replace." - Nicholas Moen Nicholas Moen demonstrates how AI is reshaping the role of FP&A, allowing teams to focus on strategic decision-making instead of manual tasks. By leveraging tools like Claude and Lovable, finance professionals can automate workflows, build models faster, and make more informed business decisions. Follow Nicholas: LinkedIn: https://www.linkedin.com/in/nicholas-moen-320a11106/ Substack: https://substack.com/@runningfinance Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com , listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details. In Today’s Episode [02:56] – What great FP&A looks like today [05:14] – Automating spreadsheets with Claude [14:31] – Building micro-apps with Lovable [17:58] – Commission automation [21:26] – Doing analysis on the go [30:12] – Low-hanging AI wins for FP&A [33:58] – Training and knowledge sharing [38:41] – Top soft and technical skills [41:35] – Personal side: music and hobbies [45:53] – How to connect with Nicholas
