Transforming FP&A at Fannie Mae into an “enterprise intelligence engine”

More from FP&A Today

1. 

   E209 · 5 Jul 2026 · 51 min

   From Farm to FP&A: How California Dairies delivers 17 billion pounds of milk each year

   We take a deep dive into the finances behind the agricultural and food beverage sector with Brad Mooney, Director of FP&A at California Dairies. FP&A drives success at California Dairies which produces 40 percent of California’s milk (300 family-owned and operated members ship 17billion pounds of high quality milk annually) and is a manufacturer of quality butter, fluid milk products, and milk powders (including Challenge and Danish Creamery and milk powder brand, DairyAmerica). In this episode former Marine Corps turned FP&A leader Brad Mooney talks: Building the plane as we flew it…

2. 

   E208 · 23 Jun 2026 · 46 min

   From Ports to the Deal Table: How FP&A Earned a Seat at Peel Ports

   In our first FP&A Today episode to cover the shipping, ports and haulage sector, we look at the FP&A powering Peel Ports Group, the second largest port operator in the UK, which manages the vital gateways powering the UK. Alex Roche has built the FP&A team at Peels Ports, based in Liverpool, England, which generates £800M spread across 10 divisions. The group has invested over £1.5 billion over the past decade in advanced logistics, cranes, warehouses, and terminal upgrades. Highlights of his nearly decade time at Peel Ports include Co-building the Group's FP&A function for a £400m-EBITDA…

3. 

   E207 · 14 Jun 2026 · 47 min

   Scaling FP&A at RingCentral: Dan Newman

   Dan Newman heads FP&A at RingCentral, a $2.5B public SaaS company (a platform for business phone, SMS, contact center, workforce engagement management, video collaboration, and messaging) , where he has overseen a period of 10X growth. Discussing a career comprising consulting, being a financial analyst at Salesforce, private-equity-backed startups, Dan discusses building financial models towards a sale, navigating the shift from 30% growth to efficiency, and AI processes. In this episode Building the FP&A team at SchoolMessenger and pivoting to a sale Joining RingCentral at a $250m run rate…

4. 

   E205 · 18 May 2026 · 50 min

   Marketing vs FP&A: adventures in business partnering

   In the third in our series on finance business partnering we are joined by David Manela, who has had the role of CRO and CMO at Fiverr, Ideei, and Vivre. As managing partner and co-founder of Violet Growth he is in high-demand at some of the hottest scaling companies, designing a growth operating system that “speaks the CFO’s language from day one”. It is tailored to companies spending more than $10m annually on marketing and sales - with digital as the main growth channel.“Spending a dollar in marketing is no different than spending a dollar in infrastructure, on say a forklift that you…

5. 

   E204 · 7 May 2026 · 54 min

   Sales vs. Finance: What Great Business Partnership Really Looks Like

   Swati Bagri, head of FP&A for a major global FMCG company was told early in her career: “Either you are sales or you are helping sales”. In this second in our series of finance business partnership Swati, representing finance, is joined by Stephanie Troy, VP of Sales at Datarails, for a candid conversation with host Glenn Hopper about what sales leaders actually need from FP&A, and what great revenue-producing partnerships look like. In this special episode: The dynamics of sales vs finance needs Pipeline communication challenges The problems with forecasting Where lack of communication…

6. 

   E203 · 30 Apr 2026 · 52 min

   Finance Business Partnering, part 1: lessons from Ontex, P&G, and Gillette

   Today on the show, we're launching a special series on finance business partnering - exploring different facets of modern finance business partnering. Today’s special guest is Tunc Tezel VP group FP&A, Ontax, bringing 30-years of lessons from Ontex, Pladis, British American Tobacco, Procter & Gamble, and Gillette - business partnering with marketing, sales, and operations to reach common goals and bringing some of the most popular CPG products to market. From “spy” to “strategist” in business partnering Secrets to storytelling Embedded vs. centralised FP&A business partnering Working capital…

7. 

   E217 · 6 Oct 2026 · 1 hr 5 min

   Do You Actually Need a CFO? Instead, Hire for the Problem with Tom Hunter

   The most expensive finance hire can be the one that looks senior enough to feel safe but solves the wrong problem. Tom Hunter of Story Recruitment joins FP&A Today to explain why the first finance hire at a startup is often not a CFO. Story Recruitment focuses on first-CFO and first-finance-hire searches for Australian tech, fintech and deeptech startups, and Tom also hosts The CFO Track Podcast. His starting point is simple: before choosing a title, define the financial problem the business actually needs someone to solve. That often means building the basics first. Tom describes financial…

8. 

   E216 · 29 Sep 2026 · 57 min

   Would You Rather Be Lucky or Good? Building FP&A From Absolute Zero, with Katelyn Stienen

   Building FP&A from scratch isn't primarily a spreadsheet problem. It's a people, process, and alignment problem.Katelyn Stienen, Director of FP&A at Good Day Farms and a top-16 finisher at the Excel World Championship, joins FP&A Today to share what happens when you walk into a five-year-old business with more than 170 legal entities, around 10,000 budget lines, no dedicated planning system, and department heads who have never worked with a structured P&L. After experiencing established finance processes at much older organizations, Katelyn is now building the FP&A function from the ground…

9. 

   E215 · 22 Sep 2026 · 1 hr 1 min

   The Real Job of FP&A: 40% Numbers, 60% Influence

   The best FP&A professionals don't just explain the numbers. They understand the business well enough to influence it.Gauri Tambe, Head of Finance & Accounting at Genezen, joins FP&A Today to explore what finance looks like inside the world of cell and gene therapy. Scientific uncertainty, capital-intensive programs, customer funding risk, strict quality requirements, and constantly changing timelines mean that simply consolidating the numbers is not enough. For Gauri, understanding the day-to-day operations of the business is fundamental to being an effective finance leader.Gauri estimates…

10. 

    E214 · 16 Sep 2026 · 1 hr

    The $100M Revenue Mistake Everyone Missed

    For FP&A, the most dangerous revenue number may be the one that looks credible enough not to question. A $100 million acquisition was just three weeks from closing. The target had been audited, the opinion had come back clean, and the deal looked compelling. Then Devon Coombs, CPA, spent a weekend digging through the contracts and came back with a very different conclusion: the revenue story did not match the contractual rights and cash flows underneath it. In this episode of FP&A Today, Devon explains why FP&A cannot automatically treat invoicing as revenue, how principal-versus-agent…

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