Show Notes

We have an all-star panel getting into the Christmas and New Year spirit. Howard Tunnicliffe , Head of FP&A, The Economist, and Brett Hampson , Director of Finance, AllState, joining host Paul Barnhurst, The FPandA Guy in this special edition of FP&A Today .

They tackle the 12 most burning questions asked on reddit.com/r/FPandA in 2023. Mid-way, we give you the end-of-year results of the top 5 Favorite FP&A Functions for FP&A Pros, based on our 80 episodes!

Let us know your thoughts on these questions and what you want a panel to answer for 2024 (and, of course, any Excel Function shamefully omitted from our top 5).

Special guests:

Howard Tunnicliffe, Head of FP&A, The Economist https://www.linkedin.com/in/howardtunnicliffe/

Brett Hampson, Director of Finance, AllState

https://www.linkedin.com/in/brett-hampson/

12 Questions Answered on this special Holiday episode:

• How difficult is it for someone to switch industries in FP&A?

• Do you need a CPA to get an FP&A job?

• How easy is it for someone or hard to break into FP&A that has a non-traditional background?

• Any advice on how you run/lead the annual budgeting process?

• How do you get your first VP of FP&A role?

• How do you develop KPIs from scratch?

• How do you decide on when you should upgrade to an FP&A tool?

• BONUS!!! The results of Favorite Excel Function (from 80 episodes)

• What advice would you give about management reporting in a turnaround situation?

• Can you explain how the headcount process works for budgeting? How have you typically seen it work?

• If someone knows nothing about FP&A, any advice you’d offer on how to teach it or learn it? Where do you start?

• Is FP&A certification actually worth it?

• How do you de-stress, especially during budget season?

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Links from the show

• Join Brett Hampson's new weekly email newslettter, Forecasting Performance at https://forecasting-performance-2.ck.page/62f28563e1

• Howard Tunnicliffe course Become a Confident Networker at Become a Confident Networker (gumroad.com)

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