Masterclass on Data, Analytics, and AI for FP&A Teams with Nathan Bell

Introduction

Harnessing data to meet organizational goals is the ultimate challenge for FP&A teams, and it’s where VAi Consulting’s Managing Partner, Nathan Bell, excels. With a background spanning computer science, finance leadership, and consulting, Nathan brings a unique perspective to solving data chaos for FP&A teams.

In a recent podcast episode, Nathan shares practical frameworks and key insights into the expectations, fears, and opportunities surrounding data, analytics, and AI in finance. Dive into the highlights and listen to the full episode embedded below.

Episode Highlights

1. From Computer Science to Leading Finance Teams

   Nathan’s journey from a technical background to finance leadership highlights the importance of cross-functional expertise.

   
   

2. Storytelling as a Finance Leader

   At Native American Bank, Nathan learned the power of translating complex financial data into compelling stories, even for non-financially literate CEOs.

   
   

3. The Challenge of “Last in Line”

   FP&A often battles for resources and priority. Nathan shares strategies to overcome this hurdle, including effective communication and leveraging quick wins.

   
   

4. Dealing with Poor Data

   Practical steps for FP&A teams facing chaotic or incomplete datasets, including federated data governance to avoid internal turf battles.

   
   

5. AII Pilots and Metrics Cascades

   Nathan explains how to clarify metrics using a "metrics cascade" and why critical thinking is the new superpower for finance teams in the AI age.

   
   

6. Personal Insights: Dinner Table Dynamics with Two CFOs

   A glimpse into Nathan’s personal life reveals unique challenges and the interplay of finance leadership in family discussions.

   
   

Key Quotes

• "Remember PPDAC: Problem, Plan, Data, Analysis, and Conclusion. Mastering this framework prepares FP&A teams for success in the AI-driven future."

• "Critical thinking is the new superpower for finance professionals."

Listen to the Full Episode

Click the play button below to hear the full discussion.

Call to Action If your FP&A team is grappling with data chaos or you're ready to explore AI and analytics, VAi Consulting can help. Contact us today to schedule a consultation.