Episodes

Episode # 35: A spreadsheet can be an amazing tool to analyze data or create a report, when planned out and organized properly. Our spreadsheet files should be simple and easy to use by all members of our team. Leaders should set expectations on how analyst tools should be created and maintained by their teams. Let’s create analyst tools that deliver what we need, but also easy to use, easy to understand, and easy to maintain. Episode outline: What is the purpose of the spreadsheet you will cre...

Episode #34: Strategy is often a set of tough choices of what to do and what not to do with the limited resources you have. Your strategy includes your target market, your product and service offerings, the business structure, how resources are allocated, and how you will transform the business. As finance and accounting professionals, we need to do our best in supporting and help to develop the best strategy. We have access to data and information to assist us. Episode outline: Use the right m...

Episode # 33: Why do teams fail? Often, leaders don't realize their teams or organizations are failing due to complacency. It's not usually the product or service line that has caused the failure, but actually ineffective communication or a lack of trust. It takes great leadership to turn around failing teams. Episode outline: It starts with us,Determine what the real problem is,Creating a shared purpose, set of values, and standards, and,Build trust. Please connect with me on: 1. Instagr...

Episode # 32: We should be building sustainable businesses that can outlast an economic downturn with no or minimal employee layoffs. Long-term sustainability can be achieved by getting more creative in generating new lines of revenue. The year 2020 taught us that you must never get complacent with the business model. Keep looking at new ways to bring in revenue. Episode outline: We can never be complacent with the business model, We must include crisis situations into our long term models and...

Episode # 31: Financial Analysts help grow the business by digging in to the how and the why to financial transactions to find patterns and insights. These patterns can help find a way to leverage your offers to increase sales. Additionally, costs can be saved by finding efficiencies within the expenses. Episode outline: Figure out the why and how regarding data around financial transactions, Help to validate the strategy through the analysis of key metrics, and Partner with senior leaders so...