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A few months ago, I came to a brutal conclusion: our FP&A tool, Model Wiz, didn’t have product-market fit. We hadn’t yet built something that enough customers consistently used, valued, and stuck with. The advice I got? Interview 200 finance leaders. Ask about their reporting process, where they get stuck, and what they’ve tried to fix it. Roughly 100 conversations later, through discovery calls, demos, and sessions with existing customers, four lessons stand out. 1. Building

It's budget season, so I want to show you how I build my favorite budget vs actuals report in Excel. It runs on a pivot table, which is just a report you can filter and drill into. Pick a department, pick any time period, and click from a summary line all the way down to a single account. Build it once, hit refresh when each month's numbers come in, and it saves you hours of reporting. But you can't build it straight from your accounting software… The data that comes out of i

Have you ever had someone act cold toward you for no apparent reason? When I started my career at Big Four, I found myself in that situation. There was a woman on my team who was one of the most popular people on the floor. All day, I’d hear her cracking jokes with my colleagues. But for whatever reason, when it came to our interactions, she was cold. I tried just about everything to change that. Making jokes, offering to help her with work…anything to get on her good side. D