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Confessions of an FP&A-holic: 7 Lessons I Wish I Knew Earlier

Fpanda Club

Yes, I said that, I am addicted to financial planning and analysis. I am excited when all the checks in my financial models are colored green, and I get thrilled out of digging into data and finding insights that lead to better business decisions. Hi everyone! My name is Anna, and I am an FP&A-holic.

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Deloitte country CFO: How you can rise through the ranks

Future CFO

I started to like numbers and did very well in Math. This made me decide to pursue my education in accounting. After graduation, I started my career in finance at Arthur Anderson as an auditor and became a Certified Public Accountant (CPA). Then I spent three years with Chevron as a regional finance and accounting implementer.

CFO 52
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How To Accelerate Client Growth As An Advice-Only Firm

CFO News Room

And not because it’s not necessarily profitable to give advice for clients at those price points, but that in order to do it and make the math work, you need a lot of clients. And a little bit of accountability, making sure that people are doing their implementation because they’re the ones responsible for it.

Planning 130
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Transcript: Joel Tillinghast, Fidelity

Barry Ritholtz

Joel Tillinghast : Well, okay, G, when he was six, my grandfather, who was a bookkeeper accountant at a textile mill died and my grandmother was a second string violin at the Providence Symphony Orchestra, which didn’t pay well then, and I suspect didn’t pay well now. And I was a math nerd as a kid. Tell us about that.