Preview Mode Links will not work in preview mode

An exploration of the best practices and approaches that are helping financial planning and analysis professionals transform industries and organizations at large.

Jan 27, 2023

It’s no secret, professionals from various departments must work together to correctly calculate Customer Lifetime Value (CLV), Customer acquisition cost (CAC) or Lead-to-customer ratios. This episode we explore how collaboration and communication is always essential to ensure these calculations and others take into account all relevant factors.

 

This episode features the FP&A insights and commentary of CFO Thomas Fennimore of Luminar Technologies, CFO Jared Poff of Designer Brands, and CFO John McCauley of Calendly.

“The way I think about it is that FP&A really needs to design the questions we’re trying to answer. The data analytics team needs to be able to write the queries to answer those questions. And our data and engineering team has to put the data in a structure that we can query and get value out of it.”

—John McCauley, CFO, Calendly.

About our Guest Host: Soufyan Hamid

FP&A troubleshooter Soufyan Hamid helps finance teams primarily in two ways:

First, he works as an FP&A project leader or team member on mid to long term assignments

Second, he helps finance professionals take their presentation skills to the next level

Visit Soufyan's website or connect with Soufyan via his LinkedIn page