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Breaking Into FP&A: How Data, Finance, and Leadership Shape Careers Thinking about a career in Financial Planning & Analysis (FP&A)? Whether you're transitioning from data analytics, exploring career growth in corporate finance, or looking to step into finance leadership, this episode has the insights you need! In this episode of CFI’s Careers in Finance series, we sit down with Smith Lordeus, FP&A leader, to explore how he transitioned from data analytics to finance, the skills that set-top FP&A professionals apart, and how leadership in FP&A is more than just numbers—it's about storytelling, strategy, and business impact. What You’ll Learn in This Episode: ✔️ Smith’s non-traditional path into FP&A—from data analyst to finance leader ✔️ The importance of data analysis in modern finance roles ✔️ How Excel, SQL, Power BI, and Tableau are used in FP&A ✔️ The transition from individual contributor to finance manager ✔️ Why storytelling and leadership skills are crucial in finance careers ✔️ How FP&A supports corporate strategy, budgeting, and decision-making ✔️ The role of FP&A vs. corporate development and M&A ✔️ Key advice for finance professionals looking to break into FP&A 🔗 Follow CFI for More Finance Insights: 🌎 Website → https://cfi.to/uh9DN 💼 LinkedIn → Corporate Finance Institute 📷 Instagram → @corporatefinanceinstitute 🔔 Subscribe & Never Miss an Episode! Join us for weekly expert insights on finance, FP&A, and financial modeling. #FP&A #FinanceCareers #FinancialModeling #CFILearning #CorporateFinance #DataAnalytics #Leadership #FinanceJobs
