The FP&A Guy Network

In this episode of Future Finance , hosts Paul Barnhurst and Glenn Hopper talk with Santiago Nestares, co-founder and CEO of DualEntry, about the reinvention of ERP systems through AI-native design. After scaling a global e-commerce business to over $100 million in revenue, Santiago experienced the frustrations of legacy finance systems firsthand. That pain sparked the vision for DualEntry: an ERP...

In this episode of The ModSquad on Financial Modeler’s Corner, Paul Barnhurst and Giles Male put Shortcut under the AI microscope, testing one of the most hyped AI tools in the financial modeling world. With claims like “the most accurate Excel agent in the world” and the ability to outperform human champions in modeling tasks, Shortcut has made a big splash, but does it live up to its own bold pr...

In this episode of FP&A Unlocked , Paul welcomes James Myers, a financial systems and planning expert known for helping organizations modernize their FP&A functions. Drawing from years of experience implementing planning, modeling, and consolidation tools, James breaks down what makes FP&A software implementations succeed or fail. From understanding when your system has reached its lim...

In this episode of Future Finance , Glenn Hopper and Paul Barnhurst sit down with Joe Friedman and Ranga Bodla from Oracle NetSuite to explore how AI is transforming enterprise resource planning (ERP) systems. Amidst rising competition and a rapidly changing tech landscape, NetSuite is doubling down on intelligent automation, open platforms, and embedded AI to redefine how finance teams operate. J...

In this episode of The Mod Squad on Financial Modeler’s Corner , Paul Barnhurst, Ian Schnoor, and Giles Male take a close look at TabAI, a tool designed to simplify and speed up Excel tasks using automation and intelligent suggestions. With more tools dropping out of the market and Excel’s own Agent feature gaining ground, the question is simple: Does TabAI offer something worth switching to? From...

In this episode of FP&A Unlocked , Paul is joined by strategic advisor and podcast host Moataz Mukhaimer to explore the intersection of finance and strategy, where true business impact is made. With over 20 years of experience guiding SMEs, family-owned businesses, and startups across the Middle East, Moataz explains why finance professionals must step beyond Excel and deeply understand the bu...

In this episode of Future Finance , hosts Paul Barnhurst and Glenn Hopper sit down with NetSuite’s Joe Friedman and Ranga Bodla to explore how AI is transforming enterprise resource planning (ERP) systems. With decades of combined experience in enterprise software, Joe and Ranga discuss how NetSuite is innovating ERP through AI-native capabilities, open platforms, and real-time automation. The con...

In Episode 5 of The ModSquad on Financial Modeler’s Corner, Paul Barnhurst, Ian Schnoor, and Giles Male take a hard look at the changing landscape of financial modeling in the wake of Microsoft’s release of Excel Agent. Since launching at the end of September to coincide with Excel’s 40th birthday, Excel Agent has quickly changed the competitive dynamics for AI-powered modeling tools. The team exp...

Note: This episode is a pod swap from The Diary of a CFO . We’re sharing it here to help you discover another excellent show in the finance leadership space. All content belongs to the original podcast and host Wassia Kamon. In this episode of The Diary of a CFO , Wassia Kamon sits down with Paul S. Young, EVP and CFO at Liberty Bank, to uncover what modern finance leadership looks like in an era...

In this episode of FP&A Unlocked , Paul and Glenn are joined by Carl Seidman to explore a powerful but often overlooked role in finance: being a teacher. Drawing from decades of experience across consulting, education, and finance leadership, Carl discusses how FP&A professionals must learn to teach, whether it’s helping executives see the story behind the numbers, guiding junior staff, or...

In this episode, Paul sits down with renowned data strategist Khaled Chowdhury to unpack what it means to bring clarity to data in the age of AI. With a background in FP&A and a track record as an early Power BI adopter, Khaled brings a rare blend of financial and technical expertise. The conversation explores the concept of "data clarity," the challenges behind AI adoption in business, and wh...

In this episode of The ModSquad on Financial Modeler's Corner, Paul Barnhurst, Ian Schnoor, and Giles Male explore Microsoft’s newly released Excel Agent, a beta tool designed to bring AI into Excel Online. The team compares its performance to Rosie AI, running both through a range of tasks, including formula building, audit reviews, and a full five-year model forecast. Along the way, they test th...

In this episode of FP&A Unlocked, host Paul Barnhurst talks with Matt Brattin, a former CFO who’s now building solutions to cut down on the complexity that often slows finance teams down. Drawing from his 20-year career in FP&A, Matt shares what inspired him to start Siplify and Close Pack, two platforms designed to save time and reduce manual work, especially around sales commissions and...

In this episode of Future Finance , host Paul Barnhurst speaks with data expert Khaled Chowdhury, a renowned leader in the data and AI space. Khaled shares his journey from finance to data analytics, offering insights into the evolving role of AI in business decisions, the importance of data clarity, and how tools like Power BI and Fabric are transforming the data landscape. Khaled’s approach to d...

Note: This episode was recorded and scheduled for release before the recent announcement that Rosie AI is shutting down. In this episode of the ModSquad series on Financial Modeler’s Corner, host Paul Barnhurst is joined by modeling experts Ian Schnoor and Giles Male to evaluate Rosie AI, a new tool that integrates with both Excel and Google Sheets. Together, they test its capabilities in building...

In this episode of FP&A Unlocked , host Paul Barnhurst (The FP&A Guy) welcomes Willian Gomes, a finance and analytics professional with over 15 years of experience spanning telecommunications, aerospace, investment markets, and consumer goods. Willian shares how combining technical expertise with empathy and communication skills has enabled him to thrive as a financial partner across 60 co...

In this special episode of Future Finance , hosts Paul Barnhurst and Glenn Hopper explore how AI agents and productivity tools like Excel’s newest features are transforming the finance function. They contrast grassroots, employee-led innovation with large-scale, enterprise-driven AI projects, offering practical guidance and examples from their own experiments. Expect to Learn: The difference betwe...

Disclaimer: This episode is best experienced in video format. Since we’re testing new tools like Tracelight, the visuals add valuable context and make everything much clearer. We highly recommend watching the video for the full experience. In this episode of the ModSquad series on Financial Modelers’ Corner , host Paul Barnhurst is joined by modeling experts Ian Schnoor and Giles Male to evaluate...

Note:  Please note that all opinions and thoughts shared during this episode represent those of our guest, who joined in his own personal capacity and he is not representing any of the companies he works for. In this episode of FP&A Unlocked, host Paul Barnhurst welcomes Todd Niemann, Treasurer at Varo Bank, who shares his unique path through finance, treasury, and FP&A across multipl...

In this special episode of Future Finance , your hosts, Glenn Hopper and Paul Barnhurst, explore how artificial intelligence is making waves in the finance world. They explore two distinct approaches to AI adoption: top-down initiatives, driven by company leadership, and bottom-up strategies, where employees are introducing AI tools on their own. Glenn and Paul also discuss the latest AI tools in...

In this special launch episode of The Mod Squad, host Paul Barnhurst is joined by co-hosts Giles Male and Ian Schnoor to explore the evolving intersection of artificial intelligence and financial modeling. Together, they introduce a new podcast series, The ModSquad, designed to test AI tools built for financial modelers, FP&A professionals, and analysts. The trio shares their excitement, cauti...

In this episode of FP&A Unlocked, host Paul Barnhurst is joined by Alex Fabry, the founder of KFA, an advisory firm focused on scaling businesses.. Alex takes us through his journey from FP&A to private equity, sharing his valuable experiences working at firms like Saber, BCG, and Charles Bank Capital Partners. Their conversation explores how FP&A can serve as a stepping stone to leade...

In this episode, hosts Paul Barnhurst and Glenn Hopper discuss the realities behind the AI hype cycle and how it's playing out in finance, from inflated ROI expectations to unscalable AI tools and organizational chaos, Paul and Glenn unpack what’s working, what’s failing, and why so many companies are stuck. With no guest this week, the duo shares their honest takes on the state of AI, its practic...

In this episode of Financial Modeler’s Corner, host Paul Barnhurst speaks with financial modeling expert Scott Strachan about the role of financial models in business planning and decision-making. Scott shares lessons from over 30 years of experience in accounting, consulting, private equity, and corporate finance. The discussion covers the importance of modeling for startups, the problems with an...

In this episode of FP&A Tomorrow , host Paul Barnhurst and co-host Glenn Snyder discuss the dynamic intersection of private equity and financial planning & analysis (FP&A). With private equity firms increasingly focused on operational value creation over financial engineering, this discussion offers valuable insights into the evolving expectations for FP&A teams within PE-backed co...