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FP&A Today - Episode 18 - What Gen Z Wants in FP&A

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Show Notes

What does Generation Z Want from FP&A?

Between them, college students Gabriel Valentin Navarro, Charlee Wambolt, and Derek Baker secured FP&A and finance internships at companies as diverse as Credit Suisse, Clark Construction, Amex, Expedia, Regeneron, and SavviLegal. In this special episode we explore the experiences of a Gen Z cohort experiencing work in FP&A for the first time.


In this special episode we meet guests:

  • Gabriel Valentin Navarro , Intern at American Express (University of Washington)

  • Charlee Wambolt, Intern at Credit Suisse (Brigham Young University)

  • Derek Baker, Financial Analyst at Clientbook (Brigham Young University)


They reveal:

  • How to get an internship in FP&A and is it necessary?

  • The best advice for people seeking their first FP&A role?

  • Skills and tactics to maximize your internship experience?

  • How to take ownership of your internship experience?

  • What employers need to know about the approach of Gen Z in finance, and where employers  are failing.

  • The university classes which most prepared them for a career in finance

  • The values that Gen Z is looking for in their next finance role?

  • Their biggest advice and takeaways for other college students taking their first steps towards internships and jobs?

  • Their favorite Excel function of the next generation!

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Datarails is the financial planning and analysis platform that automates data consolidation, reporting and planning, while enabling finance teams to continue using their own Excel spreadsheets and financial models.

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Video Clip: What Gen Z wants in FP&A

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