Datarails
Datarails
  • 302
  • 381 343
How to sell your report successfully - with Skip Kastroll
Skip Katroll is Senior Director, Insights and Analytics at AmPhil. AmPhil helps big-name nonprofits raise more money and advance their missions. This episode is packed with practical and honest insights and takeaways you can apply to your day job. Skip gives the inside story on creating and selling a report at Amphil, “Unlocking the Secrets of Lost Sales Opportunities”, and the approach that he followed. Skip also reveals how a background leading finance at top universities alongside math, economics (and a love of sci-fi) informs his FP&A.
Prior to joining AmPhil, Skip was an associate vice provost at Liberty University responsible for the institution’s strategic planning and regulatory compliance.
In this episode:
My multidisciplinary journey (aka “confused youth”) - studying math, economics, educational leadership and religion (and how it applies to my data insights)
FP&A business partnering at a University Finance team - navigating functions from the Dean of Arts to the Dean of Engineering
3 proven strategies for financial data and analysis getting management to informed decisions
Countering “so what, and “why am I am here” approaches from business partners
How to navigate ad hoc requests
When you don’t have enough access to data
The power of benchmarking
Leading vs lagging indicators
Unlocking the Secrets of Lost Sales Opportunities - a big impact report and the challenges, impact and approach
My favorite Excel function
Connect and and ask questions to Skip over on LinkedIn: www.linkedin.com/in/skipkastroll/
Further Reading:
Skip Kastroll: Bridging the Gap: Translating Finance Insights for Effective Decision-Making
Переглядів: 86

Відео

The power of flexibility in your FP&A career - Laura Bloom
Переглядів 115День тому
Laura Bloom started as as a contracts manager for an air cargo company. In a dramatic switch she moved to accounting, then finance and FP&A at top companies including Dotmatics, Salesforce Comcast, and is now senior finance manager at Icertis, a Saas platform for AI-powered contract intelligence. In 2023 she founded Impact FP&A specializing in Go-To-Market (GTM) finance strategy. In this episod...
The last frontier: Getting FP&A from back office to Brilliant
Переглядів 15114 днів тому
Former CFO Daniel Paik, turned founder and CEO of CuroWork is at war on back office functions. He vows to “transform back-office departments from cost centers to profit centers” with FP&A in their sights. He says: “I call the back office the last frontier. We are the only ones not measuring ourselves. Therefore we get crap given to us every single day." Here are some of the ways that Daniel Pai...
Selling the Stack: Tyler Caskey, Partner at TheBeanCounters
Переглядів 10921 день тому
CFO and Partner, Tyler Caskey loves hunting down and automating manual processes, installing better systems, and redesigning how information is gathered. He adds: “On average I can cut 40% of the time cost out of most finance and payroll teams within 12 months. And with the 40% saved time they can significantly reduce error rates and start to show their true value.” In this episode Tyler talks ...
Getting to an amazing FP&A Data Story - Brandon Wilson
Переглядів 160Місяць тому
Continuing our “Masters of FP&A Data” series, we have the privilege of hosting Brandon Wilson, Founder and CEO of Steady Dynamic. Brandon works with clients from early-stage startups to Fortune 500 companies giving expertise to those who lack experience building digital solutions. He encourages big ideation, assuming technology can solve any problem, and works to prioritize and constrain scope ...
Getting more wins from your data - with Nicholas Mann
Переглядів 231Місяць тому
Nicholas Mann, founder and CEO Stratos Consulting, has got the best out of the data for hundreds of companies. He has helped data and analytics leaders go from siloed, heterogeneous data source to a modeled data warehouse and analytics platforms. In this awesome analytics episode he shares some of his experiences: Getting companies on their data journey The importance of FP&A not just staying i...
20 years of top FP&A (from Amazon to Siemens and everything in between)
Переглядів 264Місяць тому
20 years of top FP&A (from Amazon to Siemens and everything in between)
For the Love of FP&A: Christian Wattig
Переглядів 185Місяць тому
For the Love of FP&A: Christian Wattig
The Art of Finance: Joe Knight on Demystifying Numbers to Empower Businesses
Переглядів 2282 місяці тому
The Art of Finance: Joe Knight on Demystifying Numbers to Empower Businesses
When AI Outperformed Financial Analysts - Alex Kim
Переглядів 4622 місяці тому
When AI Outperformed Financial Analysts - Alex Kim
How to get on CFO headhunters’ radars and win your next role
Переглядів 1892 місяці тому
How to get on CFO headhunters’ radars and win your next role
Fortune 500 to Startups: Multi-industry FP&A Leader Geetha Ramachandran
Переглядів 1922 місяці тому
Fortune 500 to Startups: Multi-industry FP&A Leader Geetha Ramachandran
Getting to a Winning FP&A Story
Переглядів 1792 місяці тому
Getting to a Winning FP&A Story
AI and FP&A: Hype vs Reality
Переглядів 3183 місяці тому
AI and FP&A: Hype vs Reality
FP&A as Business Intelligence - Len McFall
Переглядів 2453 місяці тому
FP&A as Business Intelligence - Len McFall
My Adventures in Finance Real Estate: From Whistleblowing Fraud to Big Wins for Residents
Переглядів 1193 місяці тому
My Adventures in Finance Real Estate: From Whistleblowing Fraud to Big Wins for Residents
Ready FP&A One: From Assassin’s Creed to Battling Big Budget Bosses - David Fortin
Переглядів 1813 місяці тому
Ready FP&A One: From Assassin’s Creed to Battling Big Budget Bosses - David Fortin
The FP&A Playbook from Nestlé, Mars, Kraft Heinz and Amazon: Swati Bagri
Переглядів 4334 місяці тому
The FP&A Playbook from Nestlé, Mars, Kraft Heinz and Amazon: Swati Bagri
Forecasting and leading (FP&A) in Las Vegas
Переглядів 2514 місяці тому
Forecasting and leading (FP&A) in Las Vegas
Hitmaking, Taylor Swift, and FP&A
Переглядів 1454 місяці тому
Hitmaking, Taylor Swift, and FP&A
The FP&A Life at GE, Microsoft-and Now Google
Переглядів 3934 місяці тому
The FP&A Life at GE, Microsoft-and Now Google
Formula for FP&A success at high-growth companies: Greg Lopez
Переглядів 2365 місяців тому
Formula for FP&A success at high-growth companies: Greg Lopez
Data analytics and AI for FP&A teams - with Nathan Bell
Переглядів 3715 місяців тому
Data analytics and AI for FP&A teams - with Nathan Bell
How to light up FP&A Telecoms - Tory Bauman, VP FP&A Zayo
Переглядів 2135 місяців тому
How to light up FP&A Telecoms - Tory Bauman, VP FP&A Zayo
The AI Difference in Datarails Explained
Переглядів 3915 місяців тому
The AI Difference in Datarails Explained
FP&A Genius
Переглядів 1,2 тис.5 місяців тому
FP&A Genius
The Big Handover: Paul Says Goodbye and Chats With New Host Glenn Hopper
Переглядів 1365 місяців тому
The Big Handover: Paul Says Goodbye and Chats With New Host Glenn Hopper
Leaving FP&A at billion dollar companies to become a top Fractional CFO: Rosemary Linden
Переглядів 3545 місяців тому
Leaving FP&A at billion dollar companies to become a top Fractional CFO: Rosemary Linden
Doing Capitalism Better: Cotopaxi CFO Gary Bowen
Переглядів 1366 місяців тому
Doing Capitalism Better: Cotopaxi CFO Gary Bowen
From leading Data Science and FP&A at Facebook to becoming a CEO: Kat Orekhova
Переглядів 3306 місяців тому
From leading Data Science and FP&A at Facebook to becoming a CEO: Kat Orekhova

КОМЕНТАРІ

  • @investinnnnn
    @investinnnnn 6 днів тому

    Starting the sentences with "so" is rude

  • @investinnnnn
    @investinnnnn 6 днів тому

    First time i liked the accent as she provided great information

  • @sachin265
    @sachin265 12 днів тому

    1st like, 1st comment - Good video.

  • @sachin265
    @sachin265 12 днів тому

    I love this sheet!

  • @kabiruomotosho7079
    @kabiruomotosho7079 12 днів тому

    Very interesting and inspiring

  • @techfranklin5772
    @techfranklin5772 23 дні тому

    Volume being the key reason for an ERP these days, rather than functionality.

  • @LeonardSchokker
    @LeonardSchokker Місяць тому

    Thanks guys for this very informative episode. As a business controller considering to move into CFO services space, this offered very relevant content. Great to hear Michael’s views on this.

    • @datarails3992
      @datarails3992 18 днів тому

      Many thanks - look forward to hearing more about your move!

  • @hityourpotential
    @hityourpotential Місяць тому

    A1

  • @kimsadowski4058
    @kimsadowski4058 Місяць тому

    The only thing I might be willing to forecast is Direct Labor as a % of Gross Revenue. You-all can take the rest 😅

  • @kimsadowski4058
    @kimsadowski4058 Місяць тому

    Actuary on the list?

  • @kimsadowski4058
    @kimsadowski4058 Місяць тому

    😂😂😂😂😂😂😂

  • @دكتورةالحب
    @دكتورةالحب 2 місяці тому

    نظازطنلنبمتقكع😂

  • @HeIsMyAddiction69
    @HeIsMyAddiction69 2 місяці тому

    we watch inside out 2 and it was so funny 😂

  • @kale_wazz
    @kale_wazz 2 місяці тому

    dhdhdyou❤🎉ejdhsh fhsbd😅😊

  • @franco_MC-h4q
    @franco_MC-h4q 2 місяці тому

    deja tu huella antes de que se haga viral 👇

  • @ryanmxntana
    @ryanmxntana 2 місяці тому

    Hey How would i get in contact for a video inquiry

  • @Jack_larson
    @Jack_larson 2 місяці тому

    nah bruh thats a " nah i'd win" kinda video and this first comment

  • @chandrakantha648
    @chandrakantha648 2 місяці тому

    Truly inspiring Geetha🎉

  • @John-lf3xf
    @John-lf3xf 3 місяці тому

    Great ad. Has it been printing for you guys?

  • @MsJones-mc9gq
    @MsJones-mc9gq 3 місяці тому

    ❤❤❤

  • @MsJones-mc9gq
    @MsJones-mc9gq 3 місяці тому

    🎉🎉🎉🎉🎉🎉😂

  • @hankstamper3972
    @hankstamper3972 3 місяці тому

    Using index match rather than xlookup, lol… lmao

  • @piggybankaccountant
    @piggybankaccountant 3 місяці тому

    Hey thank you for having me! IT was a great talk!!

  • @rcuetojr1
    @rcuetojr1 4 місяці тому

    😂😂😂

  • @rajunaidu1684
    @rajunaidu1684 4 місяці тому

    Wow ! Great podcast. Motivating speaker !!

  • @thedon5470
    @thedon5470 4 місяці тому

    Great interview. Thanks

  • @Kim-dz8dv
    @Kim-dz8dv 4 місяці тому

    Really enjoyed this episode. Mike is a brilliant guy

  • @chandrakantha648
    @chandrakantha648 4 місяці тому

    Very valuable session.. really inspired by Carl words😊

  • @neronjp9909
    @neronjp9909 5 місяців тому

    Thx for sharing , try to get in the field on FP&A fr Operation background,

  • @mil7465
    @mil7465 5 місяців тому

    P r o m o S M

  • @rajunaidu1684
    @rajunaidu1684 5 місяців тому

    Another great session with New Host ! Thank you Glenn and Datarails team for these podcasts.

  • @elizabethb.820
    @elizabethb.820 6 місяців тому

    Great episode!

  • @yaqubosmen1481
    @yaqubosmen1481 6 місяців тому

    super insightful, thank you Paul and Jeff!

  • @chiazamscorner6490
    @chiazamscorner6490 6 місяців тому

    Having two budgets as a company can be professional and strategic, depending on the specific circumstances and objectives of the organisation. It allows for more nuanced financial planning, better alignment with strategic goals, and improved management of departmental or operational complexities. However, it's important for companies to ensure consistency, transparency, and alignment between multiple budgets to avoid confusion and maintain accountability.

  • @Oldskoolhead
    @Oldskoolhead 6 місяців тому

    RIP

  • @paulcampbell348
    @paulcampbell348 6 місяців тому

    RIP Big man. Thanks for all the laughter.

  • @stuarthodge3187
    @stuarthodge3187 6 місяців тому

    RIP Keith

  • @anthonyprieto3240
    @anthonyprieto3240 6 місяців тому

    Rip

  • @sierra9713
    @sierra9713 6 місяців тому

    Amazing 🤩🩷

  • @sierra9713
    @sierra9713 6 місяців тому

    This is fantastic 😂😂😂

  • @user-gh3di2rc3o
    @user-gh3di2rc3o 7 місяців тому

    LOLOLOL

  • @jeremyraglin8170
    @jeremyraglin8170 7 місяців тому

    Great commercial. :)

  • @SJJEFFRIES-f7v
    @SJJEFFRIES-f7v 7 місяців тому

    Best channel

  • @SJJEFFRIES-f7v
    @SJJEFFRIES-f7v 7 місяців тому

    Good stuff k

  • @SJJEFFRIES-f7v
    @SJJEFFRIES-f7v 7 місяців тому

    Great stuff

  • @jasonwilliams8393
    @jasonwilliams8393 7 місяців тому

    Paul - love your podcast, keep up the great work but please invest in a better microphone for yourself.

  • @bryanpereira112
    @bryanpereira112 8 місяців тому

    Would love to connect Cayla ! Sick video !

  • @fshahid1
    @fshahid1 8 місяців тому

    Is it integratabtle with Yardi Voyager?

  • @hityourpotential
    @hityourpotential 8 місяців тому

    Wisconsin fp&p professional here n i always appreciate your shows!!

  • @raymondhansen4482
    @raymondhansen4482 8 місяців тому

    Great show !