SouFBP

I can help Finance Teams  train their storytelling and presentation skills

Thanks to a wisely crafted training program, your FP&A team can learn how to
- prepare their message: get the main insight from their analysis
- prepare the story: use a framework to deliver a clear and convincing story
- prepare their visuals: learn design techniques and tools to build clean slides and graphs
- prepare themselves: master the delivery of a presentation and switch to discussion facilitator when needed

Founder

Proximus

Responsible of Strategic Finance for the Consumer Business Unit, I helped
- building our 5 years strategic plan
- designing key objectives in our priorities: Fiber, 5G, market share
- working on innovative projects (eHealth, eEducation,...)

All that with transversal teams composed of Finance, Marketing, Sales and Strategic advisors

Finance Manager Strategic Projects CBU

	Budgeting and Forecasting (Short to Long Term): new modelization including business assumptions
	Monthly Reporting and Variance Analysis vs Budget/Forecast/Last Year
	Assistance and review of Business Cases (New product Launch, Investments,…)
	Business Strategic KPI’s Settings and Follow up 
	Development of Automatic and Comprehensive Reports (usable for all Stakeholders)

Finance Business Partner EBU Mobile at Proximus

Deloitte Belgium

Manager

Leisure and Travel Industry (Zwijnaarde): Business Controller
Plastics Manufacturing (Kontich): Cost Controller
Leisure and Hotels (Brussels): Financial Controller
Gas (Vilvoorde): Financial Professional
Manufacturing (Aalst): Treasury Officer
Consultancy (Diegem): Treasury Responsible

Experienced Senior

Groupe Vlan

•	Follow-up of general costs and production costs (printing, paper, set up and distribution)
•	Follow-up of commissions charged and turnover granted by national advertising distributor
•	Monthly analysis of reportings per product (titles)
•	Follow-up of legal updates (Accounting Law, Corporate Law, Taxes,…)
•	Participation to yearly budgets 
•	Setting up of Closing Procedures
•	One-off requests (Business Object queries, financial calculations,…)

Financial Controller

PricewaterhouseCoopers

•	Industry department: Main Clients: Sodexo Pass Belgium, Bosch, European Air Transport (DHL), Pharma Belgium,…
•	Organisation of audit engagements as in-charge and coach of junior members
•	Specialised in revenue recognition of services companies
•	Assignments both in French and in Dutch

Senior Auditor

I train Finance Teams at Soft Skills | Corporate Training Facilitator | Course Instructor | Keynote Speaker

𝗕𝗿𝗶𝗱𝗴𝗲 𝘁𝗵𝗲 𝗴𝗮𝗽 𝗯𝗲𝘁𝘄𝗲𝗲𝗻 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝗮𝗻𝗱 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀

As the leader of The Finance Circle, I am passionate about transforming the role of finance professionals into strategic business partners. 

With over a decade of experience in corporate finance, I specialize in bridging the gap between technical expertise and essential soft skills. 

My mission is to empower finance teams with advanced financial modeling, FP&A tools, and statistical forecasting techniques, while also emphasizing business acumen, communication, storytelling, and leadership.

At The Finance Circle, we offer tailored training programs that cater to both large teams and individuals. 

Our initiatives, including the Financial Storytelling Program, are designed to enhance your team's ability to influence and drive business success. 

Our approach has been trusted by leading organizations, and we continue to make a significant impact through workshops, speeches, and personalized coaching sessions.


Key Trainings:

- Financial Storytelling Program / The Finance Stage: Learn Storytelling for Finance
- The Finance Copilot: Make your Finance Team a real Business Partner
- The Finance Window: Finance for Non-Finance Teams
- Slides and Visuals Design: Learn how to use Excel and PowerPoint to build your slides

Soufyan Hamid

A great slide does 3 things:
1️⃣ It’s quick to read
2️⃣ It’s easy to trust
3️⃣ And it stays in your mind

But when I look at the first draft of the finance teams who follow my program, most miss all 3

Too many look like dashboards: typical information overload to make sure we don't miss anything

The result is that it IS exhausting for most people

But did you know that part of this is not even due to the quantity of information that is shared?

Design matters in slides as much as the way you prepare your meal on a plate

So, no matter how good your insights are, if you want to get the attention of your audience, here's how:

✅ Consistency
Keep the same layouts, fonts, and titles
Your audience shouldn’t have to solve a puzzle at every slide

✅ Balance
Distribute text, visuals, and white space evenly
A slide has a center, so start from it

✅ Contrast
Guide the eye
Use color, bold text, or shape to highlight what matters

✅ White space
The human eyes need space to digest
If everything is important, nothing is important

✅ Pattern
Follow a simple layout logic
It helps people navigate faster and remember more

✅ Hierarchy
Start with the message
Then show the data that proves it

✅ Simplicity
It's not only a question of style, but of acceptance
If it takes 30 seconds to understand, it’s too slow

✅ Alignment
Even one misaligned box changes perception
And trust me, perception is everything

✅ Variety
Choose visuals that serve your point
Sometimes a simple table has more effect than a chart

Remember: your slide isn’t there to contain everything you know

This part is the backend

But making sure the message is heard, understood and acted upon is the ultimate goal

If you had to choose, which of these principles is the one you struggle the most with?

I trained 1.235 Finance Pros in Storytelling | EMBA Lecturer | Keynote Speaker

Every week in my training, we do the same exercise: actuals < budget

And 80% of the room says, “The budget is wrong” or “Finance made a mistake”

I know, I speak of my “Finance for Non-Finance” training and we cannot expect everyone to be fair to our work, but there is a thing to learn here

Budgets and forecasts are tools to discuss drivers that haven’t happened yet

When there’s a variance, our assumptions are to be checked

Which one slipped?
- Volume we expected but didn’t convert
- Price we thought we could hold
- Mix that shifted
- Timing that moved
- Capacity or productivity that never showed up

Assumptions must be co-owned

Sales, product, ops, finance ... we build them together.

And yes, they’re often stretched. That’s fine

But once they’re in the system, we accept them as the basis for execution

If reality disagrees, we don’t blame “the budget.” We revisit the thinking, update the driver, and learn

Next time you see a gap, ask:
- Which assumption broke?
- What changed in the market or in behavior?
- Who owns the driver?
- What are we changing now?

Don’t shoot the forecast
Fix the assumptions

That’s how finance becomes a partner in decisions

Most people expect answers from FP&A

What if leadership was more about the questions

If you want Monday to feel different, cross the gap:

•  Shape the question before it’s asked. Don’t wait for a request and frame the discussion
• Model to support a decision (so think of it first)
• Explain variance by what happens next
• Design every slide to play with consequences
• Set the agenda early and bring scenarios
• Create ownership in others
• Get alignment in advance
• Challenge the business model
• Be the thought partner they call first
• Earn your seat in strategic conversations by being relevant

The truth is simple: technical skill is the base

What moves you forward is mixing business with finance, helping the company choose, and challenging the status quo

Useful > Accurate

Read this today but what I want from you on Monday: 

Pick one shift, one meeting, one decision

...and work on it 

Because your career depends more on the steps you take than on the choices that are made for you

Love him or hate him, Steve Jobs had an edge in presentations

So let’s learn what we can from him and apply it to finance:

But before doing it, it's important to know that I am not asking anyone to become a TED talker or an inspirational leader

Our business updates have a different goal: help leaders grasp what changed, why it matters, and what we do next

So here is how I translate six of his core presentation rules to FP&A work:

1️⃣ Clarity beats complexity

Ask yourself: can a non-finance leader grasp my point in 10 seconds? If not, strip the slide to the essentials and name the decision it supports.

2️⃣ Numbers inform but stories transform

Turn “Q3 margin down by 8%” into a short storyline: pricing lag, mix shift, energy spike, and the fix we control next quarter. 

Use the 3 What: what happened, why it matters, what we do next.

3️⃣ Your voice is the real slide

Slides do not drive change. People do. Rehearse tone and pacing so your presentation leads to engagement....and discussions

4️⃣ Less text -> More impact

One idea per slide. One message per chart. If they read more than they listen, you have already lost them.

5️⃣ Rehearse like a partner

Your goal by rehearsing won't be to know everything by heart. 
Instead, know your structure, detect when something goes wrong, anticipate the CEO’s first question. 
But more importantly, refine transitions, so you won't have to say "on the next slide, ...

6️⃣ Command the room, even virtually

Own the narrative with purposeful pauses, direct headlines, and clear next steps.

A simple checklist I use with teams:
• Headline first, chart second
• One decision per slide
• Driver table before variance waterfall
• “What we’ll change” on the final page
• Rehearse answers to the five hardest questions you expect

Yes, I know, many of his craft weren't directly applicable to Finance

But the outcomes are transferable and learnable, and they work in finance

Let’s make our updates shorter, sharper, and more useful to the business

 Steve Jobs’ 6 Rules of Presentations — Applied in FP&A

Control is an illusion in Finance

Focus where it actually counts 🎯

There are tons of things you can't change as a CFO 
- Market changes (who could have guessed today)
- Political decisions (we know about that in 2025)
- The mood of a board member (I hope you can't)

Of course, that doesn't mean you have to see things coming

I plan for it, then I put my energy here:
• How I simplify complex stuff
• My confidence and consistency
• The tools I choose to make ideas land
• The link to purpose, priorities, and next steps
• The story that is tailored to who you have in front
• Human insight leaders can act on (with info they get)
• My integrity in presenting facts and context (no cheating)
• My understanding of what the audience actually cares about

This is the work

Even if you predict, you can't control all reactions

Building a story that travels well enough to survive them

Whatever it is: month-end, QBRs or Earnings prep

Discipline and integrity are what you control

Let the uncontrollables be uncontrollable

What are you putting in your circle of control this week?

You open Excel

There are hundreds of chart options

And somehow… none of them look right

We’ve all been there: you try one, then another, then tweak the colors…

...and twenty minutes later, you still have a chart that no one understands

I know it hurts, but you need to hear this:

You don't need 100 charts in Finance
You only need 7

7 charts that, when used and designed properly, can explain 95% of what we do in FP&A

And the problem is that most people don’t use them right

They let Excel decide the colors, keep the gridlines, and end up with visuals that confuse instead of clarify

In my new video, I’ll show you:
👉 The 7 charts every finance professional should master
👉 When to use each one (and when not to)
👉 And how to design them beautifully in Excel

🎥 Watch it here → https://lnkd.in/edyBbmqZ

Because charts are like jokes

If you need to explain them, they're probably not so good

Story first then charts

But most experts will give "exploratory" tips

While I want you to also think "design"

Because most “default” Excel charts are...

...how can I put this delicately: UGLY

They mix weird colors
They hide the message
They feel designs from the 90s

The problem is that it costs attention, credibility and time

But no, I won't tell you that you need a new tool for that

You just need a better way to use the one we all open every day

Here’s the bar I set when I build finance charts in Excel:
• Use the company palette so people recognize the story as ours
• Remove decoration that doesn’t inform: borders, gridlines, clutter
• Put the message on the chart, an idea, a headline
• One idea per visual

A few small moves change everything:

📈 Line charts
• Smooth the line (it's more pleasant)
• Adjust the y-axis bounds if it helps the point land clearly

📊 Bar charts
• Set gap width to roughly three quarters so the bars breathe and read fast.
• Add data labels and simplify the axis so the eye doesn’t work twice.

🥧 Pie charts
• Keep it simple, use “inside” labels, and let the colors carry the logic
• Don't listen to the haters: they're great too

🫗Waterfalls
• Build them clean so drivers read in order and the labels come from your story
• Avoid the famous "connectors" 😣

Most finance teams still live in Excel and that’s fine

What matters is how intentional you are with the design

🎥 Yesterday I published a new video where I walk through, step by step, the best practices for seven charts every finance team needs

Go have a look, then share it with someone who needs help

 Steps to Creating the Perfect Finance Chart

I still remember the day my CFO said I sucked at presenting

Not exactly formulated like that but I took it personally

Not because he was wrong...
...but because he was right

My slides were good (and so was the design) 

And the analysis behind was impeccable 

But there was no story, no structure, no point

Which made it so that no one understood and remembered it

That day, I decided to prove him wrong

I studied how people listen

I learned how to build tension, simplify insights, and land a message that sticks

I practiced. A lot.

Until one day, people stopped seeing me as “the finance guy with slides”

They started asking me to teach what I was doing differently

That moment changed everything

Today, I help finance teams across Singapore, the US, Europe, and Africa tell stories that move business forward

And I speak in front of hundreds of finance professionals who share the same challenge I once had

And the same determination to overcome it

Because here’s what I’ve learned along the way:
- Being susceptible is not a weakness. It can be your fuel
- There’s nothing in the world that can’t be trained
- Sometimes, one harsh comment is all it takes to start your whole journey

You just need to listen, and decide what you’ll do with it

The best strategy is one your team can actually execute

It’s easy to hear that and think:

“So… let’s aim low”

But that’s not what I mean with that

There is a difference between "easy" and "achievable"

Looking for "achievable" is what I recommend because I know that, little by little, the results are more sustainable and move people in the same direction

The proof is that I’ve seen it often when discussing budgets with teams

When a target is difficult, people sigh, maybe whisper a bit… but they get to work

When it’s impossible, that spark disappears

Because people we work with can tell the difference between hard and hopeless

I'm certainly not the one who will allow sandbagging (my ex-colleagues will confirm that) in a budget/forecast process

But if you have to choose, go for the high but realistic path

One that searches for your team's performance without breaking them

Ambition is giving people the belief (and the means) to make progress

If people don't understand Finance, it's our fault

Because they DO want to understand

But the problem is that we limit the education to 
- T-shaped balance sheet (they never see that)
- Debits and credits (they never book anything)
- Examples of a grocery store (they work in big corporates)

Somehow, it's normal to find our colleagues lost in finance

But it doesn't have to be like that

Because we need the rest of the company to
- understand our reports
- extract observations and analyse
- participate to budget/forecast exercises
- make decisions based on financial outcome

That's how I thought my "Finance for Non-Financials" course

Roles in which Non-Finance people have a real impact

And to do so, the training is
1️⃣ Tailored: I'm not speaking of a SaaS to a Manufacturer
2️⃣ Active: Adults don't want to be back at the university bench
3️⃣ Engaging: People take a full day off their work, and I respect that

Dounia said it herself: these 6 hours are probably the most well invested in training for years

And I'm not done with it!

In the next year, I want to train at least 1.000 more people to understand and use Finance in their jobs

So, my fellow finance leaders, if you want your colleagues to finally understand finance in your company

➡️ Contact me 😉

In any career, there are boosters and traps

If you want to be tactical, be intentional about these

Careers in FP&A accelerate when you treat them like a roadmap

You identify the boosters, avoid the potholes, and drive with intent every week

Promotions tend to follow momentum

Here are ten tactical choices that build momentum.

1️⃣ Combine output with ease

Deliver what you promised and make collaboration smooth. The fastest way to gain trust is to hit deadlines while removing friction from meetings and handoffs

Obstacle to avoid: smart work that feels heavy to everyone else

2️⃣ Own your market value

Keep a running log of wins that tie to concrete results. I tracked cycle time reduced, forecast accuracy gained, and the margin moves my team enabled.

Obstacle to avoid: thinking people will notice your work

3️⃣ Be selective with effort

Choose problems that matter to the P&L (and cash-flow). No one expects you to be an expert in everything.

Obstacle to avoid: perfect outputs on low-value questions

4️⃣ Layer capabilities

Numbers first, then data modeling, then communication, then influence. There is no point in becoming a storyteller if your input is a mess.

Obstacle to avoid: trying to go directly to the top of the pyramid

5️⃣ Manage stakeholders upward

Great CFO updates are short and sharp. What was requested, what changed, the decision needed, and the risk if we wait. No suspense. Clean choices.

Obstacle to avoid: status for the sake of status

6️⃣ Lean into your edge

Maybe you see patterns in messy data. Maybe you stay calm in tense reviews. Double down on what makes you distinct because distinct sticks.

Obstacle to avoid: trying to be great at everything

7️⃣ Stay out of noise

Complaint threads drain credibility. Energy spent on solutions builds it.

Obstacle to avoid: the coffee machine's negative chit-chat

8️⃣ Protect mental clarity

Close is a marathon each month. Sleep, boundaries, and clean files keep judgment sharp. Foggy brains miss the quiet risks.

Obstacle to avoid: treating heroics as a plan

9️⃣ Make people feel seen

Great analysts learn the field reality before they challenge the plan. Sales and Ops follow people who respect their constraints.

Obstacle to avoid: drive-by finance

🔟 Invest in others

Your legacy is the careers you help lift. When your team grows, so do you.

Obstacle to avoid: direct all attention to you

I know some of these look selfish or even Machiavellian

But if you want your career to depend on no one else but you, you will have to deal with them

So for this week, ask yourself: which area should I turn into a differentiating edge?

I built a CFO clone to present in my place

Should you?

Quarterly town halls are where momentum is made… and lost

People drop off after 30 seconds of "underlying result", "EBITDA" and other "Guidance" stuff

Sometimes, it's due to education, others to simple language differences (try motivating people in Madrid when you speak in English)

Yes, I could learn the 12 languages of my group, but that would take some time. 

So I tried something different: a HeyGen avatar of me delivering the same message in multiple languages and a consistent tone

It's a new way of thinking your all-hands presentations if your group is split into different regions and time zones

But if this is feasible, it’s also a risk

Deepfakes, impersonation, “urgent transfer” scams

I couldn't simply show you the trick without warning of the risks...and exploring solutions

In the new video, I show:
👉 When an avatar helps for quarterly results (and when it shouldn’t)
👉 Step-by-step build: avatar, voice, script, scenes, languages
👉 The guardrails every finance team needs

🎥 Watch it → https://lnkd.in/gnDnnVzs

Tried avatars already? Powerful, weird… both?

Tell me how it felt (and what you’d want me to test next)

You know that moment in a meeting when you’re explaining a number…

and you see eyes glazing over?

That’s the exact second Finance loses the room

And it happens to smart people: because we confuse “being clear” with “being precise”

But here’s what I’ve learned after four years of teaching non-finance people about finance

👉 When we’re not understood, it’s because we don’t want to be understood

Non-finance colleagues are ready to learn
They want to understand.
They just don’t want a lecture.

In my new video, I break down how to speak finance so business people actually listen

An this, without dumbing it down, and without losing yourself in the process

🎥 Watch it here → https://lnkd.in/eKg_fUat

That’s the difference between being the finance person who reports numbers…

...and the one people call before they make decisions.

26% of finance pros regularly use AI in their job

That's better than LY but that means 74% are missing something

🚨 And tomorrow 28/10 at 5PM CET, you can learn about this in Nicolas Boucher's free webinar "How to Become an AI CFO" (register here https://lnkd.in/eARHiA9g)

Because AI won't solve every problem, and certainly not the most important ones in your job

But it will help you with these common issues
- lack of time
- lack of a clear structure
- lack of presentation skills

Last week, I showed what could be done at a conference in Amsterdam and even did a masterclass for the AI Finance Club beginning of this month

I can't remember such a surprise when the audience saw what could be done with tools you use every day

So, if you want to use your time efficiently as a Finance Business Partner

Come to the free "How to Become an AI CFO" webinar

📅 Tuesday, Oct 28
🕔 5PM CEST | 12PM ET
🔗 Register here https://lnkd.in/eARHiA9g

I'll be there

Will you?

---------

If you want to go deeper, here are three ways I can help you:

📘 I put together a free Financial Storytelling Starter Pack — you can grab it here: https://lnkd.in/eadSXhKp

🤝 And if you want to explore solutions for your team, you can plan a call with me here: https://lnkd.in/eKTff5s2

In the real world, “storyteller” means everything and nothing at the same time. 

I’ve been 
- the FP&A lead who wrote the board narrative at 2 a.m.
- the controller who had to explain a variance clearly
- and the guy in the room when sales and marketing could not agree 

The story changes shape every time, because the need changes

Some days you are the Architect
You design the structure of the story, following who will hear it and the amount of information you have

Other days you are the Translator
You make sure that everyone will understand, from the call center operator to the director

You become the Connector
You link numbers to people so they see how their real-life is impacted

You step in as the Strategist
You shape direction with a clear “what changed, why, what next”, just like an internal super consultant

Sometimes, you roll up sleeves as the Builder
You turn insights into plans, owners, and dates so someone takes accountability

And many more roles

That’s why “storyteller” is not a skill but a chameleon skill set

I don't know if I can count myself as one of them, but the best finance leaders I’ve worked with swap roles without ego 

So, if you lead a finance team, build this range. 

Hire for it
Coach it
Reward it

Because the right story, in the right role, at the right moment, moves the business.

Which role did you play this week?

FP&A Professionals Institute

At FP&A Professionals Institute our mission is to help 1 million professionals upskill in Finance and FP&A. And we do that through books, webinars, workshops, courses and certifications.

FP&A Lead Faculty

FP&A Jobs

FP&AJobs.com is here to solve two growing problems:
🔹 FP&A professionals struggling to find relevant job opportunities
🔹 CFOs and finance leaders struggling to find the right FP&A talent

A curated job board dedicated to connecting high-quality FP&A and Finance professionals with their dream job. Whether you're a CFO hiring or finance professional job hunting, FPNAJobs.com bridges the gap between opportunity and expertise.

Udemy

Udemy Instructor

Coursera

I lead the FP&A function for India and APAC at Coursera for Consumer, Enterprise and Degrees.

FP&A Lead APAC and India

topmate.io

FP&A Mentor

Great Learning

Senior Manager  FP&A

Pfizer

Driving business performance by creating and tracking budgets, analyzing performance of Upjohn's (a Pfizer department) manufacturing plants, Supply Chain, HR, IT, Finance and Procurement departments.

FP&A Consultant

Masani & Associates

Managed Audit, GST and Income tax compliance for 50+SME businesses and  200+ Individual clients.

Audit and Tax Consultant

Citi

Responsible for budgeting and forecasting of Expenses for Cit's Credit Cards including Annual Operating Plan, Quarterly Outlooks, monthly Flash updates, closely tracking and commenting on actual v/s plan and forecast (managing a cost base of ~$1Bn).

Financial Planning and Analysis Manager

Worked as part of a diverse team, including regional, country, product finance and business owners. Responsible for budgeting and forecasting including Annual Operating Plan, Quarterly Outlooks, monthly Flash updates, closely tracking and commenting on actual v/s plan and forecast for Citi's Retail Bank department. Worked on projects like Customer segmentation, Growth room, War Room and Expense Optimization.

Financial Planning and Analysis Specialist

Responsible for planning, executing and concluding statutory and tax audits within specific deadlines for listed companies like ITD Cementation, Gammon India, India bulls Real Estate, and Bharat Hotels.Worked with other clients like Hiranandani Hospital, Toyo Engineering (Engineering and Consultancy), Van Oord and Boskalis (Dredging), Celebi Nas (Airport Ground Handling Services), Peri and Lords India (Manufacturing). Conducted Quarterly Limited reviews, Due diligence and certification work for several of the above clients. Collaborated closely with finance directors, CFO’s and audit committee members of several of the above clients. Was awarded an up-gradation from Intern to Executive before completion of the internship period (3yrs), after clearing CA final exams at the age of 22.

Audit Executive

Reporting to the Audit Managers. Evaluation ,Performing Test of Controls and Reporting on Internal control systems. Planning and Risk Identification while performing Audits.Compliance and Reporting as per the requirements of Financial Reporting Frameworks.Review of Corporate Governance Report and other Secretarial records.Preparation & Presentation of Overall Analysis & Review of the Income Statement & Balance-sheet.Audit of Financial Statements - B/s, P&L, Cash Flows and Notes to accounts. Performing Tax Audits as per The Income Tax Act. Preparing and issuing  Audit Report upon conclusion of audit of Financial Statements.

Audit Intern

On a Mission to Help 1M Finance pros Master FP&A skills | Author of All About FP&A | Building FP&A Professionals Institute

▶️ Follow me for new and interesting content on Finance and FP&A ▶️

Hi, I’m Asif, a Financial Planning and Analysis (FP&A) professional and an entrepreneur from heart.

I have 12+ years of experience in Financial Planning, Budgeting, Forecasting, Audit and Tax. I have worked with organizations like EY, Citi and Pfizer.

Professionally my interests lie in Financial Planning & Analysis (FP&A) and in my current role with Coursera, I'm responsible for Planning. Budgeting and Forecasting for India and APAC. 

In my previous FP&A roles at Citi, Pfizer and Great Learning I partnered with  finance and business leaders on various projects.

Before Citi, I worked with EY as an Audit Executive. I was responsible for planning, executing and concluding audits for listed companies.

This unique blend of experiences in FP&A and Audit, has allowed me to develop an holistic understanding of how businesses function.

Core expertise :
Financial Planning & Analysis (FP&A)
Budgeting
Financial Planning
Financial Forecasting
People Management
Management Reporting
Finance Business Partnering
Auditing
Taxation
Content Creation

To have a quick chat you can call me on +91 8097379663 or email me at asif.masani@gmail.com

Asif Masani

🎙️ 12 Must-Listen Finance Podcasts 🎙️
If you're into FP&A, CFO insights, Financial modeling, or Accounting, these podcasts have you covered.

1️⃣ FP&A Tomorrow – Paul Barnhurst, The FP&A Guy
https://lnkd.in/dkEJqMRA

2️⃣ FP&A Today by Datarails hosts Paul Barnhurst, The FP&A Guy and Glenn Hopper
https://lnkd.in/dPVrgk_Q

3️⃣ #FinanceMaster#FinanceMaster – Anders Liu-Lindberg
https://lnkd.in/dUYjUuC4

4️⃣ Tech for Finance – Adam Shilton
https://lnkd.in/dBU-SRaW

5️⃣ The CFO Report – Michael King
https://lnkd.in/diH_S68g

6️⃣ Financial Modeler's Corner – Paul Barnhurst, The FP&A Guy
https://lnkd.in/dCaGw-NZ

7️⃣ The Treasury Career Corner – Mike Richards
https://lnkd.in/dCciyxtS

8️⃣ The Finance and Accounting Show – Terrell A Turner, CPA
https://lnkd.in/dAF8qsxq

9️⃣ Run the Numbers – CJ Gustafson
https://lnkd.in/dTrcyqvD

🔟 The Successful Bookkeeper – Mike Palmer
https://lnkd.in/dBQ5HZvp

1️⃣1️⃣ Future Finance – Glenn Hopper & Paul Barnhurst
https://lnkd.in/dkaeuepr

1️⃣2️⃣ All About FP&A – Asif Masani
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📢 Which ones have you listened to? Any more we can add to the list?
Let me know in the comments! 👇 Share with your finance colleagues

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I'm Asif Masani author of All About FP&A & From Accounting to FP&A
Co Founder and Lead Faculty at FP&A Professionals Institute
On a mission to help 1M Finance Professionals master FP&A Skills.
Click my Name + Follow + 🔔
For FREE video content on FP&A 
Subscribe to our YouTube channel: https://lnkd.in/des-Fh8N

Introducing the FP&A Interview Video Playbook - Your Go-To Resource for FP&A Interview Prep. I kept getting the same request again and again …Can you compile all the FP&A Interview questions in one place?

So I did.

After recording 100+ FP&A videos, 
we’ve now created a single playbook with 30+ of the most asked FP&A interview questions each paired with a scannable QR code which directs you to a video answer.

1. What is the Difference between Budget & Forecast?
2. What is Budgeting?
3. Explain the 7 Budgeting Methods
4. Traditional Budget vs Rolling Forecast
5. Can you Describe Zero-Based Budgeting (ZBB)?
6. What's the Difference between Top-Down vs Bottom-Up Budget?
7. Walk Me Through Annual Budget Process?
8. What’s the Difference Between Fixed and Flexible Budgets?
9. How Would You Update the Forecast Steps?
10. How Do You Handle Budget Variances?
11. What Are Common Forecasting Methods?
12. Why Do Budgets Fail?
13. What Are the Key Differences Between AOP and Budget?
14. Explain the Concept of Cash Forecast
15. Explain Driver-Based Forecasting
16. How Do You Keep Up with Industry Trends?
17. Walk Me Through Income Statement
18. Walk Me Through Balance Sheet of Your Company
19. Walk Me Through the Cash Flow Statement of Your Company
20. Top 3 Drivers of Your Company
21. Tell Me About a Time When Your Forecast Was Off
22. Difference Between Depreciation vs Amortization
23. EBITDA vs Operating vs Net Income
24. What is Working Capital?
25. Why Do You Want to Work in FP&A?
26. The Secret Formula to Nail “Tell Me About Yourself”
27. Four Questions to Ask Before You Walk Out of Your Next Interview
28. Why Do You Want to Work Here?
29. Tell Me About a Time When You Identified a Risk?
30. The Shocking Truth About Appraisals Nobody Tells You
31. What Are Your Salary Expectations?
32. How Do You Build Financial Models?
33. How do you deal with Forecast Uncertainties?
34. Tell Me About a Time Your Forecast Had an Impact on Business Decision?

👉 Get your free copy here: https://lnkd.in/dTAgzXau
💬 Comment: What FP&A questions would you like me to cover next?

🔁 Like Share and Repost this with your network if you find it useful and support what we’re building at FP&A Professionals Institute
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I'm Asif Masani author of All About FP&A and From Accounting to FP&A
Founder at FP&A Jobs and Co Founder at FP&A Professionals Institute
On a mission to help 1M Finance Professionals master FP&A Skills.
Click my Name + Follow + 🔔

FP&A Interview Questions

Management Reporting Cheatsheet
15 Most Common FP&A Reports

15 most common FP&A reports
1️⃣ Month - end Reporting
2️⃣ Quarterly Business Reviews (QBR’s)
3️⃣ Operating Plan Deck (Budget Deck)
4️⃣ The Latest Estimate/ Outlook Deck
5️⃣ Flash Reporting
6️⃣ Risks and Opportunities Assessment
7️⃣ Headcount / Manpower Reporting
8️⃣ Sales Pipeline Analysis
9️⃣ Ad hoc reporting
1️⃣0️⃣ Investor Presentations
1️⃣1️⃣  Balanced Scorecards
1️⃣2️⃣ KPI or OKR Reviews
1️⃣3️⃣ Monthly Product Review
1️⃣4️⃣  Product Profitability Report 
1️⃣5️⃣ Customer Segmentation Report

Like, Comment, Share, Repost 🔂 if you found this helpful

Which ones do you use in your role?

Please add if I missed any 
and help me make this list better in the Comments 👇
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I'm Asif Masani author of All About FP&A and From Accounting to FP&A
Co Founder and Lead Faculty at FP&A Professionals Institute
On a mission to help 1M Finance Professionals master FP&A Skills.
Click my Name + Follow + 🔔
For more FREE video content on FP&A Subscribe to our YouTube channel: https://lnkd.in/des-Fh8N

Top 10 Hospitality Industry KPI's
Two hotels. Same occupancy. Totally different profits. 
The difference? The KPIs they track and how they use them.

In my latest article, I break down the 10 most important KPIs every FP&A professional in hospitality must master 

From RevPAR and TRevPAR to GOPPAR let me show how these numbers connect guest demand, operations, and profitability into one financial story.

If you work in FP&A (or want to), this is your roadmap to turning hotel data into better strategic decisions.
👉 Continue to Read the full guide...

Did I miss any? 
Which KPIs do Hotel Industry often overlook? 
What Industry should I cover next?

Let me know in the comments, 
And don’t forget to check out my YouTube channel for more free FP&A content. Link in the first comment
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I'm Asif Masani author of All About FP&A and From Accounting to FP&A
Co Founder FP&A Jobs and Lead Faculty at FP&A Professionals Institute
On a mission to help 1M Finance Professionals master FP&A Skills.
Click my Name + Follow + 🔔

In hospitality, two hotels with the same occupancy can produce very different profits. And the reason is almost always which KPIs are being tracked (a

Open article: Top 10 Hospitality KPIs Every FP&A Professional Must Master by Asif Masani • 7 min read

Top 10 Hospitality KPIs Every FP&A Professional Must Master

Budget vs Forecast
Most finance professionals confuse Budget vs Forecast.

👉 A budget is your destination plan. 
It sets targets, headcount, and costs months in advance. 
Static. 
Annual. 
A commitment.

👉 A forecast is real-time GPS. 
It adjusts when traffic, weather, or roadblocks change. 
Dynamic. 
Quarterly or monthly. 
Always updated.

Here’s the brutal truth:
😶‍🌫️ Rely only on budgets → you stick to outdated goals.
😒 Rely only on forecasts → you drift without direction.

The winners use both.
They set a destination (budget) and continuously adjust the route (forecast). 

That’s agility + accountability in action.

💡 Best practices?
- Use rolling forecasts
- Invest in FP&A tools
- Scenario plan for the unexpected

👉 Which do you rely on more in your role
Budget or Forecast? And why? 👇

If you found this useful, 
Hit repost 🔁 so more finance pros can learn the difference 
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I'm Asif Masani author of All About FP&A and From Accounting to FP&A
Co Founder FP&A Jobs and Lead Faculty at FP&A Professionals Institute
On a mission to help 1M Finance Professionals master FP&A Skills.
Click my Name + Follow + 🔔
For FREE video content on FP&A Subscribe to our YouTube channel: https://lnkd.in/des-Fh8N

20 Essential FP&A Models You Need to Know
Each model serves a unique purpose, from analyzing profitability and forecasting growth to understanding customer dynamics and managing risk.

1️⃣ Three Statements Model
2️⃣ Discounted Cash Flow (DCF) Model
3️⃣ Leveraged Buyout (LBO) Model
4️⃣ Mergers & Acquisitions Model
5️⃣ Budgeting Model
6️⃣ Forecasting Model
7️⃣ Capital Budgeting / Project Finance Model
8️⃣ Sensitivity Analysis Model
9️⃣ Consolidation Model
🔟 Cash Flow Waterfall Model
1️⃣1️⃣ Break-even Analysis Model
1️⃣2️⃣ Customer Lifetime Value (CLTV) Model
1️⃣3️⃣ Customer Churn Model
1️⃣4️⃣ Capital Allocation Model
1️⃣5️⃣ Revenue Run Rate Model
1️⃣6️⃣ Industry-Specific Models (SaaS, Real Estate)
1️⃣7️⃣ ESG Impact Model
1️⃣8️⃣ Foreign Exchange (FX) Exposure Model
1️⃣9️⃣ Working Capital Model
2️⃣0️⃣ Deferred Revenue Model

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I'm Asif Masani author of All About FP&A and From Accounting to FP&A
Co Founder and Lead Faculty at FP&A Professionals Institute
On a mission to help 1M Finance Professionals master FP&A Skills.
Click my Name + Follow + 🔔
For FREE video content on FP&A Subscribe to our YouTube channel: https://lnkd.in/des-Fh8N

Diwali is a time to come together and 
celebrate with loved ones. 

May this Festival of Lights brings you joy,
happiness and everything you wished for!

Wishing you and your loved ones a very Happy Diwali! 
Who are you celebrating with this year?

In my latest article, I break down the Top 10 SaaS KPIs FP&A professionals must track in plain, practical language with formulas and examples you can apply immediately.

You’ll learn:
 ✅ How to link MRR, ARR, CAC, LTV, Churn, and NRR into one story
 ✅ Why Gross Margin, Burn, and Runway reveal your true cash health
 ✅ The one metric (the Magic Number) investors quietly obsess over

If you want to move from reporting numbers to driving insights, this one’s for you. Continue reading.

I’ve put together a free SaaS KPI Formula Cheat Sheet with all 10 key metrics, definitions, and examples in one place.

Want a copy of this SaaS KPI Formula Cheat Sheet?
Just comment ‘SaaS KPIs’ below, and I’ll send it straight to your inbox

Alternatively
📥Download the cheat sheet.
Link in the comments

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I'm Asif Masani author of All About FP&A and From Accounting to FP&A
Co Founder FP&A Jobs and FP&A Professionals Institute
On a mission to help 1M Finance Professionals master FP&A Skills.
Click my Name + Follow + 🔔

In this article I break down the Top 10 SaaS KPIs every FP&A professional must track in plain, practical terms with examples you can apply immediately

Open article: 
Top 10 SaaS Business KPIs for FP&A Professionals | FP&A Interview Question #42 by Asif Masani • 6 min read

Top 10 SaaS Business KPIs for FP&A Professionals | FP&A Interview Question #42

101 Excel Formulas and Functions
👉 Download High Resolution PDF👇 

https://lnkd.in/dN4sEFtq

Here is whats inside:
✳️ Text Formulas
✳️ Array Formulas
✳️ Logical Formulas
✳️ Lookup Formulas
✳️ Financial Formulas
✳️ Database Formulas
✳️ Statistical Formulas
✳️ Date and Time Formulas
✳️ Most Common Functions

🙏 Help me spread this Cheat Sheet to your network:
Like, Share and Comment!
Repost 🔃to help others

👉 Download it from below link👇 
https://lnkd.in/dN4sEFtq

----------------------------------------------------
I'm Asif Masani author of All About FP&A and From Accounting to FP&A
Co Founder and Lead Faculty at FP&A Professionals Institute
On a mission to help 1M Finance Professionals master FP&A Skills.
Click my Name + Follow + 🔔
For FREE video content on FP&A Subscribe to our YouTube channel: https://lnkd.in/des-Fh8N

Most people think budgeting = spreadsheets. Numbers in, numbers out. Done. But here’s the truth 👇

Budgeting is strategy in action.
- It’s where long-term goals get broken into annual targets.
- It’s how leaders align teams on focus and priorities.
- It’s what gives you cash flow visibility to avoid running out when it matters 
- It’s the accountability system that makes every department own its KPIs.

The process isn’t glamorous:

1️⃣Liaise with business units
2️⃣ Analyse past data
3️⃣ Build assumptions
4️⃣ Consolidate plans
5️⃣ Review with leadership

The outcome? 
A blueprint that drives execution.

Most finance pros treat budgeting like a checkbox.
The best use it as a competitive advantage.

Which camp are you in?.

Want to ace your next FP&A interview? 
🚀Scan the QR code
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I'm Asif Masani author of All About FP&A and From Accounting to FP&A
Co Founder FP&A Jobs and FP&A Professionals Institute
On a mission to help 1M Finance Professionals master FP&A Skills.
Click my Name + Follow + 🔔

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