Uploaded August 2026 | Updated September 2026, 2 weeks ago
In this episode of FP&A Unlocked, host Paul Barnhurst, co-host Glenn, and guests Zach Rial and Chris Ortega explore how finance teams can build budgeting and forecasting processes around stakeholder needs, business value, and better decision-making.
A process isn't valuable just because you repeat it every month.
Updating models isn't the same as engaging the business.
A rolling forecast can quickly become another finance exercise if nobody outside finance actually uses it.
The real question is what value are you trying to create?
Start by identifying the people who need the forecast to make decisions.
Ask them what they actually need it to tell them.
If sales calls it "the finance number", you've already lost alignment.
🎧 Listen to the full episode on @thefpandaguy
#FPandA #RollingForecast #FinancialPlanning #Budgeting #BusinessPartnering #FinanceLeadership #Forecasting #StrategicFinance
In this episode of FP&A Unlocked, host Paul Barnhurst, co-host Glenn, and guests Zach Rial and Chris Ortega explore how finance teams can build budgeting and forecasting processes around stakeholder needs, business value, and better decision-making.
A process isn't valuable just because you repeat it every month.
Updating models isn't the same as engaging the business.
A rolling forecast can quickly become another finance exercise if nobody outside finance actually uses it.
The real question is what value are you trying to create?
Start by identifying the people who need the forecast to make decisions.
Ask them what they actually need it to tell them.
If sales calls it "the finance number", you've already lost alignment.
🎧 Listen to the full episode on @thefpandaguy
#FPandA #RollingForecast #FinancialPlanning #Budgeting #BusinessPartnering #FinanceLeadership #Forecasting #StrategicFinance
