The FP&A Guy

@UCPiTByStMUEKpO5DVhefnrA - 29.2K subscribers

Welcome to The FP&A Guy's YouTube Channel, your go-to channel for all things Financial Planning & Analysis (FP&A)! Whether you're a finance professional, an aspiring analyst, this channel has you covered. The channel includes 3 finance podcasts where we bring you the brightest minds in corporate finance. ➡️ FP&A Tomorrow - The #1 FP&A podcast ➡️ Financial Modeler's Corner - where we talk all about the art and finance of financial modeling ➡️ Future Finance - Where we talk all about AI and tech with my co-host & global expert Glenn Hopper 💰 What You’ll Learn: ✔️ FP&A Best Practices ✔️ Financial Modeling & Forecasting ✔️ Excel Tips & Tricks ✔️ Budgeting & Variance Analysis ✔️ Career Growth in Finance ✔️ How to use AI and technology to be more efficient. With world-class guests, industry insights, and expert advice, The FP&A Guy helps you master finance and analytics, making complex concepts easy to understand. 📊 Subscribe now and take your finance skills to the next level!

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FP&A Career Path for Finance Professionals to Become Strategic CFOs with Rey Del Valle

FP&A Career Path for Finance Professionals to Become Strategic CFOs with Rey Del Valle The FP&A Guy

64 views - 1 day ago

Establishing A Mission, A Culture And Trust Is Key To Building A High Performing FP&A Team - Aswin

Establishing A Mission, A Culture And Trust Is Key To Building A High Performing FP&A Team - Aswin The FP&A Guy

130 views - 1 week ago

Claude AI Replaces ChatGPT and Copilot in Finance to Automate Workflows without Planning Tools

Claude AI Replaces ChatGPT and Copilot in Finance to Automate Workflows without Planning Tools The FP&A Guy

358 views - 1 week ago

Financial Modelers Must Master the Fundamentals Before Trusting AI with Chris Reilly

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Financial Modelers Must Master the Fundamentals Before Trusting AI with Chris Reilly The FP&A Guy and Chris Reilly | Financial Modeling Education

180 views - 1 week ago

The Analytics Lessons FP&A Leaders Need to Build Better, Repeatable Workflows with Ned Harding

The Analytics Lessons FP&A Leaders Need to Build Better, Repeatable Workflows with Ned Harding The FP&A Guy

162 views - 2 weeks ago

The Excel Techniques for Modelers to Build Real World-Business Forecasts - Luke Phillips

The Excel Techniques for Modelers to Build Real World-Business Forecasts - Luke Phillips The FP&A Guy

225 views - 2 weeks ago

The Role Of FP&A In Being IPO Ready With Jeff Bernstein

The Role Of FP&A In Being IPO Ready With Jeff Bernstein The FP&A Guy

102 views - 3 weeks ago

How SMBs Can Fix Bookkeeping to Build Trustworthy Data and Scale Finance with Kevin & Drew

How SMBs Can Fix Bookkeeping to Build Trustworthy Data and Scale Finance with Kevin & Drew The FP&A Guy

77 views - 3 weeks ago

The Storytelling Techniques for Financial Modelers to Impress Investors with Karishma Ramnawaj

The Storytelling Techniques for Financial Modelers to Impress Investors with Karishma Ramnawaj The FP&A Guy

168 views - 3 weeks ago

How FP&A Professionals Can Evolve Beyond Reporting and Become Strategic Partners with Bryan Lapidus

How FP&A Professionals Can Evolve Beyond Reporting and Become Strategic Partners with Bryan Lapidus The FP&A Guy

235 views - 4 weeks ago

How Excel AI Agents Actually Work for Financial Modelers to Understand LLMs & Tools with Tim Jacks

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How Excel AI Agents Actually Work for Financial Modelers to Understand LLMs & Tools with Tim Jacks The FP&A Guy and Financial Modeling Institute

294 views - 1 month ago

How To Make FP&A Software Tools Work For You And The Future Of FP&A With Ben Pierce

How To Make FP&A Software Tools Work For You And The Future Of FP&A With Ben Pierce The FP&A Guy

329 views - 1 month ago

AI Adoption Is Surging, but Finance Pros Are Falling Behind Due to Bad Data & Poor Strategy in 2026

AI Adoption Is Surging, but Finance Pros Are Falling Behind Due to Bad Data & Poor Strategy in 2026 The FP&A Guy

122 views - 1 month ago

Financial Modeling for Corporate Finance Teams to Unlock Business Without Templates - Carolina Lago

Financial Modeling for Corporate Finance Teams to Unlock Business Without Templates - Carolina Lago The FP&A Guy

190 views - 1 month ago

Scaling FP&A with Growth to Build Trusted Processes and Strategic Influence with Noam Sever

Scaling FP&A with Growth to Build Trusted Processes and Strategic Influence with Noam Sever The FP&A Guy

135 views - 1 month ago

What 2025 Taught Us About Excel AI and Where Financial Modeling Is Heading in 2026

What 2025 Taught Us About Excel AI and Where Financial Modeling Is Heading in 2026 The FP&A Guy

297 views - 1 month ago

The 80/20 Strategy for FP&A Leaders to Replace Long Budgeting with Business Impact - Andrew Hull

The 80/20 Strategy for FP&A Leaders to Replace Long Budgeting with Business Impact - Andrew Hull The FP&A Guy

268 views - 1 month ago

The Future of Finance for CFOs to Automate Accounting with AI-First General Ledgers - Sasha Orloff

The Future of Finance for CFOs to Automate Accounting with AI-First General Ledgers - Sasha Orloff The FP&A Guy

96 views - 1 month ago

How Curiosity and Listening Help Financial Modelers Build Trusted Models with Ian Bennett

How Curiosity and Listening Help Financial Modelers Build Trusted Models with Ian Bennett The FP&A Guy

150 views - 1 month ago

How Finance Leaders Can Transform FP&A Through Vision and Team Culture with Brett Hampson

How Finance Leaders Can Transform FP&A Through Vision and Team Culture with Brett Hampson The FP&A Guy

142 views - 1 month ago

We Tested 7 AI Tools in Excel for Financial Modeling, and None Could Build a Reliable Model

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We Tested 7 AI Tools in Excel for Financial Modeling, and None Could Build a Reliable Model The FP&A Guy and Financial Modeling Institute

433 views - 1 month ago

A Developer Toolkit for FP&A Professionals and Various Musings with Microsoft MVP Jordan Goldmeier

A Developer Toolkit for FP&A Professionals and Various Musings with Microsoft MVP Jordan Goldmeier The FP&A Guy

235 views - 2 months ago

How Finance Pros Can Fix Broken Reporting and End the Monday Morning Problem with Ian Wong

How Finance Pros Can Fix Broken Reporting and End the Monday Morning Problem with Ian Wong The FP&A Guy

131 views - 2 months ago

What Happens When the AI Tools Fail Basic Math and More with Ian and Giles

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What Happens When the AI Tools Fail Basic Math and More with Ian and Giles The FP&A Guy and Financial Modeling Institute

108 views - 2 months ago

The Soft Skills in Finance for CFOs to Build Influence and Leadership with Rosemary Linden

The Soft Skills in Finance for CFOs to Build Influence and Leadership with Rosemary Linden The FP&A Guy

302 views - 2 months ago

The Reality of AI Excel Tools for Finance Teams to Understand Formula Complexity with Ian and Giles

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The Reality of AI Excel Tools for Finance Teams to Understand Formula Complexity with Ian and Giles The FP&A Guy and Financial Modeling Institute

248 views - 2 months ago

The CFO Role is Changing for Finance Leaders to Own AI, Talent, and Strategy with Omar Choucair

The CFO Role is Changing for Finance Leaders to Own AI, Talent, and Strategy with Omar Choucair The FP&A Guy

212 views - 2 months ago

What Finance Professionals Must Fix Before AI and ERP Transformations Fail with Cindy Vindasius

What Finance Professionals Must Fix Before AI and ERP Transformations Fail with Cindy Vindasius The FP&A Guy

146 views - 2 months ago

TrufflePig AI vs Excel for Finance Teams from Building Models to Real-Time DCFs with Ian Schnoor

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TrufflePig AI vs Excel for Finance Teams from Building Models to Real-Time DCFs with Ian Schnoor The FP&A Guy and Financial Modeling Institute

757 views - 2 months ago

Power BI and a Creator Mindset Are Essential for FP&A Teams to Replace Excel with Rishi Sapra

Power BI and a Creator Mindset Are Essential for FP&A Teams to Replace Excel with Rishi Sapra The FP&A Guy

238 views - 2 months ago

Elkar AI Put to the Test in Live Financial Modeling with Honest Results for Modellers - Ian & Giles

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Elkar AI Put to the Test in Live Financial Modeling with Honest Results for Modellers - Ian & Giles The FP&A Guy and Financial Modeling Institute

3K views - 2 months ago

Key learnings and takeaways from actual attendees of Campfire's AI finance summit

Key learnings and takeaways from actual attendees of Campfire's AI finance summit The FP&A Guy

148 views - 3 months ago

DualEntry's Co-founder Santiago Nestares shares why Mid-Market CFO are ditching Legacy ERPs

DualEntry's Co-founder Santiago Nestares shares why Mid-Market CFO are ditching Legacy ERPs The FP&A Guy

207 views - 3 months ago

Testing Shortcut AI's bold claims: Did it live up to the hype with Giles Male

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Testing Shortcut AI's bold claims: Did it live up to the hype with Giles Male The FP&A Guy and TheHumbleMVP

4.6K views - 3 months ago

Best Practice Tips to Successfully Implement FP&A Software with James Myers

Best Practice Tips to Successfully Implement FP&A Software with James Myers The FP&A Guy

287 views - 3 months ago

How TabAI stacks up as an Excel AI Agent for Financial Modeling Pros, with Ian and Giles

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How TabAI stacks up as an Excel AI Agent for Financial Modeling Pros, with Ian and Giles The FP&A Guy and TheHumbleMVP

4.1K views - 3 months ago

The Strategy Gap in FP&A for Finance Leaders to Bridge Cash Flow and Planning with Moataz Mukhaimer

The Strategy Gap in FP&A for Finance Leaders to Bridge Cash Flow and Planning with Moataz Mukhaimer The FP&A Guy

267 views - 3 months ago

How NetSuite uses AI and how the NetSuite Connector is a Game Changer for accountants -Joe and Ranga

How NetSuite uses AI and how the NetSuite Connector is a Game Changer for accountants -Joe and Ranga The FP&A Guy

129 views - 3 months ago

How AI Excel Tools Stack Up Against the Hype and How Excel Agent Has Disrupted the Marketplace

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How AI Excel Tools Stack Up Against the Hype and How Excel Agent Has Disrupted the Marketplace The FP&A Guy and 2 more

3.2K views - 3 months ago

The Transformation Framework for CFOs to Lead Strategy, Culture & Execution at Scale - Paul S. Young

The Transformation Framework for CFOs to Lead Strategy, Culture & Execution at Scale - Paul S. Young The FP&A Guy

78 views - 3 months ago

The Power of Teaching in FP&A to Influence Executives & Bridge Communication Gaps with Carl Seidman

The Power of Teaching in FP&A to Influence Executives & Bridge Communication Gaps with Carl Seidman The FP&A Guy

3.5K views - 3 months ago

Testing The New Microsoft Excel Agent for Finance Pros with Ian and Giles

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Testing The New Microsoft Excel Agent for Finance Pros with Ian and Giles The FP&A Guy and 2 more

4.8K views - 3 months ago

The Complexity Trap in Finance for FP&A Pros to Escape Using Simpler Tools & Strategy - Matt Brattin

The Complexity Trap in Finance for FP&A Pros to Escape Using Simpler Tools & Strategy - Matt Brattin The FP&A Guy

3.1K views - 3 months ago

Why AI Projects Fail for Finance Teams and How Power BI and Clean Data Fix It with Khaled Chowdhury

Why AI Projects Fail for Finance Teams and How Power BI and Clean Data Fix It with Khaled Chowdhury The FP&A Guy

82 views - 3 months ago

How Excel AI Agents Like Rosie Work for FP&A Tasks but Fail at Building Models with Giles and Ian

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How Excel AI Agents Like Rosie Work for FP&A Tasks but Fail at Building Models with Giles and Ian The FP&A Guy and 2 more

295 views - 3 months ago

How FP&A Pros Can Use Automation & Python to Save Time & Become Better Business Partners - Willian

How FP&A Pros Can Use Automation & Python to Save Time & Become Better Business Partners - Willian The FP&A Guy

4.1K views - 4 months ago

Testing Excel AI Software Tracelight on Excel Esports, Financial Modeling and FP&A - Ian And Giles

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Testing Excel AI Software Tracelight on Excel Esports, Financial Modeling and FP&A - Ian And Giles The FP&A Guy and 2 more

6.3K views - 4 months ago

FP&A at Early-Stage Companies & the Benefits of Using Python to Automate Data & Enhance Analysis

FP&A at Early-Stage Companies & the Benefits of Using Python to Automate Data & Enhance Analysis The FP&A Guy

379 views - 4 months ago

Introducing the ModSquad: Testing AI Financial Modeling Tools, So you Don't Have To - Ian and Giles.

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Introducing the ModSquad: Testing AI Financial Modeling Tools, So you Don't Have To - Ian and Giles. The FP&A Guy and 2 more

5.1K views - 4 months ago

AI in the Finance Team for CFOs to Lead Bottom-Up Adoption with Excel Agents and Shadow Tools

AI in the Finance Team for CFOs to Lead Bottom-Up Adoption with Excel Agents and Shadow Tools The FP&A Guy

181 views - 4 months ago

From FP&A Analyst to Private Equity Operator: Alex Fabry on The Day-2 Lunch That Changed Everything

From FP&A Analyst to Private Equity Operator: Alex Fabry on The Day-2 Lunch That Changed Everything The FP&A Guy

1K views - 4 months ago

Financial Modeling for Finance Pros to Fix Real-World Mistakes Using Balance Sheets - Scott Strachan

Financial Modeling for Finance Pros to Fix Real-World Mistakes Using Balance Sheets - Scott Strachan The FP&A Guy

1.1K views - 4 months ago

What FP&A Pros need to know to be successful working in Private Equity with Jamie and Nate

What FP&A Pros need to know to be successful working in Private Equity with Jamie and Nate The FP&A Guy

941 views - 4 months ago

AI ERP Innovation for Financial Executives to Disrupt Legacy Software with Franz Faerber

AI ERP Innovation for Financial Executives to Disrupt Legacy Software with Franz Faerber The FP&A Guy

1.1K views - 4 months ago

Why Finance Students Must Learn Discipline Before AI Replaces Their Jobs with David Stangeland

Why Finance Students Must Learn Discipline Before AI Replaces Their Jobs with David Stangeland The FP&A Guy

1.3K views - 4 months ago

How FP&A Teams Can Enhance Visuals and Improve Dashboards: Practical Tips from Zebra BI CEO Andrej

How FP&A Teams Can Enhance Visuals and Improve Dashboards: Practical Tips from Zebra BI CEO Andrej The FP&A Guy

582 views - 5 months ago

From Classic Cars to Aircraft: The Art of Modeling Distressed Companies with Vaughan Grandin

From Classic Cars to Aircraft: The Art of Modeling Distressed Companies with Vaughan Grandin The FP&A Guy

371 views - 5 months ago

The Future of FP&A and How AFP is Leading the Way - Pat and Bryan

The Future of FP&A and How AFP is Leading the Way - Pat and Bryan The FP&A Guy

512 views - 5 months ago

Modern AI ledgers for Accounting & Finance Teams: Replace QuickBooks & Automate with Jeff Seibert

Modern AI ledgers for Accounting & Finance Teams: Replace QuickBooks & Automate with Jeff Seibert The FP&A Guy

520 views - 5 months ago

Why Spreadsheets Will Stay, But Financial Modeling Workflow & Version Control Must Be Rebuilt -Matt

Why Spreadsheets Will Stay, But Financial Modeling Workflow & Version Control Must Be Rebuilt -Matt The FP&A Guy

741 views - 5 months ago