The FP&A Guy Network

In this episode of FP&A Unlocked, host Paul Barnhurst and co-host Glenn Snyder sit down with Valerie Martin to discuss how AI is changing FP&A, leadership, and business partnering. They explore why greater efficiency does not automatically create greater value and how finance teams can use AI without losing judgment, context, or trust with the business.

Valerie Martin is a Finance Executive specializing in FP&A and strategic finance, with experience across GTM, SaaS, AI, and value creation. A former Autodesk finance leader and San Francisco FP&A Board Ambassador, Valerie brings extensive experience in business partnering, finance transformation, and helping organizations make better strategic decisions.

Expect to Learn:
Why AI efficiency does not always create more value.
How AI is changing the skills FP&A teams need.
Why judgment and business context still matter.
How leaders should rethink training and development.
Why communication and trust remain critical in FP&A.

Here are a few relevant quotes from the episode:
“AI could help us get the answer faster, but you can't outsource accountability.” - Valerie Martin
“The measurement is about the value, not the production.” - Glenn Snyder

Valerie explains that AI can automate variance analysis, reporting, data cleanup, and other repetitive work, but faster production is only useful if teams turn that saved time into greater business value. As AI takes on more technical work, FP&A professionals need to strengthen their judgment, curiosity, business acumen, and communication skills.

Follow Valerie:
LinkedIn: https://www.linkedin.com/in/valerie-martin-342878/
Email: valsoniamartin@gmail.com

Follow Glenn:
LinkedIn: linkedin.com/in/glenntsnyder

Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review.

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Earn Your CPE Credit
For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.

In Today’s Episode:
[00:00] -Trailer
[01:17] - Hard-Coded Opinion
[04:54] - How AI Is Changing FP&A Skills
[06:16] - Where AI Adds the Most Value
[13:51] - When AI Efficiency Doesn't Create Value
[15:03] - Judgment, Context & Accountability
[19:46] - Redesigning FP&A Work for AI
[20:51] - Why Communication Still Matters
[27:35] - Turning Saved Time Into Greater Value
[34:20] - What Differentiates Finance in the AI Era
[41:22] - How FP&A Professionals Stay Valuable
[46:27] - Closing & CPE Information

In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst sit down with Matija Nakic, CEO and Co-founder of Farseer, to discuss how AI is changing financial planning, enterprise software, and decision-making. Matija shares why asking the right questions matters, how AI can accelerate planning workflows, and why strong data foundations remain essential.

Matija Nakic is the CEO and Co-founder of Farseer, an AI-native SaaS platform for business modeling, planning, and analysis. With a background in computer engineering, an MBA, and experience across B2B enterprise software, she progressed from developer to product director before co-founding Farseer.

In this episode, you will discover:
Why asking the right questions matters with AI.
How finance can move toward a decision culture.
Why clean data and context still matter.
How AI can speed up modeling and planning.
When Excel still makes sense for finance teams.

Matija also pushes back on the idea that Excel is obsolete. She argues that spreadsheets remain excellent for rapid modeling and individual analysis, but become harder to manage when collaboration, large datasets, version control, and auditability enter the picture

Follow Matija:
LinkedIn: https://hr.linkedin.com/in/matija-nakic
Company: https://www.farseer.com/

Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii

Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy

Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review.

Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:
[02:18] - Why Farseer Was Built
[04:12] - Solving Complex Enterprise Planning
[05:11] - AI, Vibe Coding & Enterprise Software
[06:57] - Building Farseer’s AI Modeler
[10:05] - How AI Accelerates Development
[11:33] - Building for Technical Finance Users
[12:41] - Why Asking the Right Questions Matters
[15:37] - AI Context, Guardrails & Governance
[17:30] - Why Strong Data Foundations Still Matter
[18:23] - Closing Thoughts

In this episode of Financial Modeler’s Corner, host Paul Barnhurst sits down with Dan Mayoh to discuss his career in financial modeling, lessons from model auditing, and why he sees Excel as one of the world’s most accessible programming languages. Dan also shares how mathematical modeling, poker, and probability have shaped his approach to risk and decision-making under uncertainty.

Dan Mayoh is the Founder and CEO of Fintega Pty Ltd and a financial modeling and spreadsheet specialist with more than 15 years of experience. With a background in actuarial studies, Dan began his career in model auditing before moving into financial modeling and consulting. He also placed second in the inaugural ModelOff competition and was an early CFM holder with the Financial Modeling Institute.

Expect to Learn:
Why Excel can be viewed as a programming language.
What model auditing teaches you about model design.
How Modeloff helped Dan grow as a modeler and consultant.
How mathematical modeling helps quantify risk and uncertainty.
Why good decisions should not be judged only by outcomes.

Here are a few relevant quotes from the episode:
“Excel is really just the most accessible programming language in the world.” - Dan Mayoh
“Sometimes you win. Sometimes you lose, even when you make the right decision.” - Dan Mayoh

Dan explains that strong financial modeling goes beyond formulas and functions. Structure, navigation, error checks, usability, and designing around the end user all play an important role in creating models that are easier to understand, update, and trust.

Follow Dan:
LinkedIn: https://www.linkedin.com/in/dan-mayoh-255227/

Follow Financial Modeler's Corner:
LinkedIn: https://www.linkedin.com/company/financial-modeler-s-corner/
Newsletter - Subscribe on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984

Sign up for the Advanced Financial Modeler Accreditation today and get 15% off using the code “Podcast” at https://bit.ly/497oAqW

Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration that has undergone human editorial review.

In Today's Episode:
[00:00] - Trailer
[03:40] - Dan’s Financial Modeling Journey
[06:05] - Building a Career in Financial Modeling
[12:14] - Modeling as Software Development
[15:09] - Financial Modeling Horror Stories
[19:19] - Lessons From Model Auditing
[22:03] - Competing in ModelOff
[27:39] - Mathematical Modeling of Games
[32:04] - Modeling Risk in Real-World Projects
[35:13] - Decision-Making Under Uncertainty
[40:53] - Rapid Fire: Excel & Modeling
[44:22] - Closing Thoughts

In this episode of FP&A Unlocked, host Paul Barnhurst sits down with Chithra Rajagopalan, Head of Finance at Obsidian Security, to discuss what great FP&A looks like in high-growth companies, why strong data foundations matter, and how finance teams can become more strategic business partners. Chithra shares lessons from scaling finance teams, supporting hypergrowth companies, and using data to influence better decisions.

Chithra Rajagopalan is a finance leader with experience across high-growth SaaS and AI security companies. She currently serves as Head of Finance at Obsidian Security, where she oversees financial strategy and operations. Her previous roles include finance leadership positions at Glue, ClickUp, and People.ai, following earlier experience at Deloitte and Ernst & Young.

Expect to Learn:
Why great FP&A goes beyond reporting.
How strong data foundations support better decisions.
What finance teams need during hypergrowth.
How AI is changing finance roles and workflows.
Why cybersecurity matters when finance adopts AI.

Here are a few relevant quotes from the episode:
“Accounting is always going to give you exposure to what already happened. You still need a strong FP&A partner to know what to do in the future.” - Chithra Rajagopalan
“You can have as much data as you want, but if you don’t utilize it to make decisions, surface risk, or hold people accountable, it’s pointless.” - Chithra Rajagopalan

Chithra explains that strong FP&A starts with reliable data, business understanding, communication, and the ability to prioritize what actually moves the business forward. For finance professionals, the growing use of AI also means shifting from task execution toward an orchestration mindset, where teams understand systems, workflows, automation, and business strategy rather than simply producing reports.

Follow Chithra:
LinkedIn: linkedin.com/in/chithra-rajagopalan-mba
Website: https://www.obsidiansecurity.com/

Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review.

Earn Your CPE Credit
For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.

In Today’s Episode:
[00:00] - Trailer
[05:07] - What Great FP&A Looks Like
[11:16] - Building Finance During Hypergrowth
[15:19] - Creating a Culture of Data
[17:52] - Three Foundations of Strong FP&A Teams
[29:31] - Inside Obsidian Security
[34:38] - AI, Finance & Cybersecurity
[39:42] - Moving Beyond AI Hype
[44:43] - Why Finance Needs AI Guardrails
[47:24] - The Skills FP&A Professionals Need
[50:01] - The Future of Finance Teams
[57:08] - Why Startup Chaos Builds Better Leaders
[59:15] - Closing Thoughts

In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst sit down with Matija Nakic, CEO and Co-founder of Farseer, to discuss how AI is changing financial planning, enterprise software, and decision-making. Matija shares why asking better questions matters, how finance teams can build stronger AI workflows, and where Excel still fits in modern planning.

Matija Nakic is the CEO and Co-founder of Farseer, an AI-native SaaS platform for business modeling, planning, and analysis. With a background in computer engineering, an MBA, and experience across B2B enterprise software, she has progressed from developer to product director and now leads Farseer’s mission to improve how financial professionals plan, model, and make decisions.

In this episode, you will discover:
Why asking the right questions matters with AI.
How finance can build a stronger decision culture.
Why clean data and governance still matter.
How AI can speed up planning and forecasting.
When to use Excel versus planning software.

AI can dramatically accelerate finance work, but speed alone does not create better decisions. Matija explains that effective AI adoption still depends on fundamentals such as clean data, consistent definitions, connected data sources, business logic, and human judgment

Follow Matija:
LinkedIn: https://hr.linkedin.com/in/matija-nakic
Company: https://www.farseer.com/

Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii

Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy

Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review.

Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:
[00:00] - Trailer
[05:22] - Why Farseer Was Built
[08:35] - AI and the Future of Enterprise Software
[13:30] - Building Faster with AI
[17:24] - Why Asking the Right Questions Matters
[22:55] - The Three Levels of AI Adoption
[24:57] - Building a Decision Culture
[32:04] - When Excel Is Still the Right Tool
[35:57] - Governance, Context & Audit Trails
[36:37] - Rapid-Fire Questions
[39:21] - Turning Frustration with Planning Into Farseer
[40:59] - Closing Thoughts