The Finance Leader Podcast

Improving Restaurant Forecasting with a Driver-Based Process

Send us Fan Mail Episode # 161: Restaurant forecasting can feel impossible when demand changes fast and yesterday’s playbook stops working. Sales might be steady while t

Improve Communications Between Finance and Operations: Shared Facts, Better Decisions

Send us Fan Mail Episode # 160: Quarterly reviews shouldn’t feel like three teams arguing in three different languages, but that’s exactly what happens when operations,

How FP&A Helps Hospitality Leaders Make Better Daily Decisions

Send us Fan Mail Empty hotel rooms don’t roll over to next week, and a slow variance deck won’t save tonight’s margin. We dig into what hospitality FP&A should look like

How the Future Hospitality FP&A Team Forecasts Demand And Protects Margins

Send us Fan Mail Episode # 158: A hotel room empty tonight is not “lost demand” on a spreadsheet. It’s gone forever. That one reality makes hospitality one of the cleare

A Strong Audit Plan Turns Compliance Into Trust

Send us Fan Mail Bonus episode # 103: If you think “the audit” is just a yearly event, you’re leaving your organization exposed. I’m sharing a replay of The Audit Bluepr

Small Business Series - Think Like a CEO (Ep 5)

Send us Fan Mail Bonus episode # 102: If you started your business to build something meaningful, here’s the uncomfortable question: are you creating an asset or creatin

Small Business Series - A Simple Financial Scorecard For Small Business Health (Ep 4)

Send us Fan Mail Bonus Episode #101: If someone asked whether your business is financially healthy, could you answer without guessing? We walk through five numbers that

Small Business Series - A Practical Pricing Checkup, Are You Charging Enough (Ep 3)

Send us Fan Mail Bonus episode # 100: You can be fully booked, gaining customers, and still feel like the business never throws off real money and pricing is often the r

Small Business Series - Why Profitable Businesses Still Run Out of Cash (Ep 2)

Send us Fan Mail Bonus episode # 99: Your P&L says you’re profitable, but the bank account keeps hovering near empty, so what’s actually happening? I walk through the ga

Small Business Series - Why Sales Growth Can Still Feel Like Struggle (Ep 1)

Send us Fan Mail Bonus episode # 98: Revenue can be up and your stress can still be up right along with it. If your business is selling more but cash feels tight, your c

Developing the FP&A Training Plan - Building a More Strategic Finance Capability

Send us Fan Mail Episode # 157: We walk through how we build an FP&A training plan that develops individual talent while raising the effectiveness of the whole finance o

SWOT Analysis for a Competitive Strategic Advantage

Send us Fan Mail Episode # 156: Most SWOT analyses fail for one simple reason: they end as a four-quadrant chart instead of becoming a set of decisions. I’m breaking dow

Overcome the AI Overwhelm

Send us Fan Mail Episode # 155: AI can feel like it’s coming for your job while you’re still trying to close the month. If you’ve felt overwhelmed by artificial intellig

How Agile Strategy Can Transform FP&A from a Reporting Function to a Strategic Business Partner

Send us Fan Mail Episode # 154: Most FP&A teams aren’t short on effort they’re short on time to think. When the calendar is dominated by budgets, monthly reporting, vari

Start Shaping Strategic Decisions Instead of Only Reporting Financial Results, Deliver Real Impact to Senior Leaders

Send us Fan Mail Episode # 153: Strategy rarely changes because of a perfect variance report. It changes when someone connects the numbers to what customers feel, what o

When FP&A Translates Drivers, Strategy Finally Moves

Send us Fan Mail Episode # 152: We show how finance becomes a real partner to operations by translating numbers into drivers, embedding FP&A in decisions before they are

How Clear Priorities, Trust, And Timely Decisions Transform Performance

Send us Fan Mail Episode # 151: Start the year with leadership that actually moves the needle. We walk through the strategic actions that make teams faster, clearer, and

Finance Leadership, Beyond The Numbers

Send us Fan Mail Episode # 150: Leadership in finance isn’t a title—it’s a practice. We dive into what turns any role in accounting, FP&A, or audit into a force for stra

Month-End Close Procedures Improvement by Using the Army's After-Action Review Process

Send us Fan Mail Episode  #149: Month-end doesn’t have to feel like a rolling emergency. We walk through a proven, blame-free framework—the U.S. Army’s After Action Revi

Aligning Finance Teams For Real Impact

Send us Fan Mail Episode #148: Comfort feels safe, but it quietly taxes our careers and our teams. We take on complacency head-on and show how alignment, clear standards