Excel vs FP&A Tool: Avoid the Same Pains Coming Back to Bite You - Martin Zych (Pt.1) | Ep.058

The Adam Shilton Podcast

More goodies at www.techforfinance.com | Unlock the secrets of technology's transformative power in financial planning with our latest episode where Martin Zych, Jirav's CEO, reveals how innovative tools are reshaping the industry. Ditch Excel and discover how sophisticated platforms can propel your financial strategies into the future. Alongside Martin, we delve into his experiences as a fractional CFO and the pearls of wisdom he's unearthed in his venture capital journey—all served with a side of personal anecdotes about life as a father and outdoor enthusiast. Financial planning takes center stage as we dissect the nuances of FP&A and the burgeoning role of fractional CFOs. We navigate through the labyrinth of managing multiple clients' data and the quest for clean financial books that underpin operational excellence. Listen as we piece together the mosaic of strategic partnership, where financial professionals transcend the boundaries of number crunching to become indispensable advisors in business storytelling and decision-making. Wrap up your financial acumen with our discussion on the art of simplifying complex data. Embrace strategies that help you craft financial models balancing sophistication for the finance-savvy and clarity for the rest of the team. We share insights from Jirav's 'Success Safari' and how integrating diverse data streams can revolutionize FP&A, ensuring every decision is informed and every stakeholder is empowered. Join me, Adam Shulton, and Martin Zicc for a masterclass in financial innovation that's as enlightening as it is practical. ------SHOW NOTES------ - Connect with Martin on LinkedIn - https://www.linkedin.com/in/martinzych/ - Check out Jirav - https://www.jirav.com/ ------CHAPTERS------ (00:00) Leveraging Technology for Financial Planning (03:32) FP&A and Fractional CFO Insights (08:19) Unpacking Revenue Drivers and Sales Compensation (21:08) Financial Storytelling and Simplifying Data Analysis (29:14) Importance of Simplicity in Financial Modeling https://newsletter.techforfinance.com