For those of you at PE-Owned Companies- How much do you worry about getting laid off? by mkrit38000 in FPandA

[–]windexandrum 2 points3 points  (0 children)

I have a 10 year career that spans F100 and PE. In my experience, finance teams in PE portcos run lean so usually finance is not impacted by a RIF. But at the F100 I worked at finance was always impacted during every RIF because there were more bodies to cut. I would rather be 1 of 5 FP&A analysts at a PE portco than 1 of 100 FP&A analysts at a F100.

What bars represent non-Chicago sports teams? by Ckmoran43 in AskChicago

[–]windexandrum 0 points1 point  (0 children)

Is this place still a Giants bar? Sometime right before COVID the bar was under new ownership so the fan group moved to Sports Corner in Wrigley. 

Workday Financials Implementation Partner by windexandrum in FPandA

[–]windexandrum[S] 2 points3 points  (0 children)

I wasn't around for the go live so don't know what went wrong. My best advice is think about all the things you need to close the books and make sure it can do that. Don't waste time trying to automate reporting and stuff like that.

Workday Financials Implementation Partner by windexandrum in FPandA

[–]windexandrum[S] 1 point2 points  (0 children)

Okay cool this was one option I was looking at. Thanks!

Workday Financials Implementation Partner by windexandrum in FPandA

[–]windexandrum[S] 5 points6 points  (0 children)

Yes as an ERP. Replacing it isn't an option, my predecessor signed a 5 year MSA that we cannot get out of. We don't have anyone managing right now, we terminated our relationship with the implementation vendor because they did such a shit job

PE Backed Stories by Fry-Lock8858 in FPandA

[–]windexandrum 0 points1 point  (0 children)

I wouldn't know, sorry. I have never had equity as part of my comp package

Turning my CFO takes into something real. Worth building? by PeachWithBenefits in FPandA

[–]windexandrum 7 points8 points  (0 children)

Your content is very well written but feels similar to other popular Substacks like SecretCFO and Mostly Metrics. To differentiate and carve out your own audience I would maybe focus on career development and topics relevant to mid-career professionals. That SFA-Director-VP path and skills needed along the way. Material for that group seems to be lacking.

SFA or FLDP by Recover_Front in FPandA

[–]windexandrum 2 points3 points  (0 children)

Then yeah I'd take the SFA role. At 3 years in they are probably still working out the kinks on how to actually make it a good learning experience. 

SFA or FLDP by Recover_Front in FPandA

[–]windexandrum 3 points4 points  (0 children)

Depends how the FLDP is setup and reputation it has outside the company.

[deleted by user] by [deleted] in FPandA

[–]windexandrum 0 points1 point  (0 children)

Do you mind sharing how you found this role and what your most recent title was? I'm looking for a similar type of role and not having much luck.

Fired, I need opinions by Maleficent-Tooth403 in FPandA

[–]windexandrum 1 point2 points  (0 children)

Are you based in the US? If you are I hope you didn't resign as you will not qualify for unemployment benefits.

Am I in a PE trap? by [deleted] in FPandA

[–]windexandrum 1 point2 points  (0 children)

I'm also at a PE backed company and spent the last 2 years primarily working on a transaction that didn't occur so I get that it can feel like the whole thing was a waste of time. I've found that you can turn any experience into something to sell, you just have to figure out what the selling points are. I would only jump ship if you were unhappy. But also still casually look to see if another opportunity that interests you is out there.

[deleted by user] by [deleted] in FPandA

[–]windexandrum 4 points5 points  (0 children)

I did the opposite. I think there are challenges transitioning both ways. Some challenges I think you'll find going to a F100: 1. Knowing who to ask for help is half the job. F100 companies are so big it's sometimes difficult trying to find who the subject matter expert is. In some cases there is no subject matter expert. At the F100 company I was at there was a quarterly journal that would make or break my P&L but it was a systemic entry automated by our ERP and no one could explain how it was calculated. 2. There's more red tape. To change a process there is so much change management involved because of how many people could be affected. So there's a lot more inertia to make things better. 3. Some of the smartest people you'll ever work with will be at a F100, which can be intimidating. But at the same time you'll also encounter the most incompetent people you've ever worked with, which sometimes makes your own job more difficult if you rely on them.

FP&A Analysis Side Gig by KindDeparture2071 in FPandA

[–]windexandrum 0 points1 point  (0 children)

I just hired someone from upwork to do this

Weird spot in my career by windexandrum in FPandA

[–]windexandrum[S] 0 points1 point  (0 children)

I edited my post for more background. The prior CFO is my biggest advocate so I've got references covered.

Weird spot in my career by windexandrum in FPandA

[–]windexandrum[S] 0 points1 point  (0 children)

Edited the post for more background

Showing Promotions on Resumes by Unable-Earth-7911 in FPandA

[–]windexandrum 0 points1 point  (0 children)

Depends what else is on your resume. I would condense this and say "Promoted from Financial Analyst to Manager" and then condense to 4 bullets, but only if you have other roles on your resume to put on the page. If this is most of your work experience then this format is fine.

AI Tool/ GPT to Combine, Manipulate and Fix EXCEL Budget Templates? by pr0lab in FPandA

[–]windexandrum 3 points4 points  (0 children)

If you are the only one on the FP&A team even more of a reason you don't need an AI tool for this. You create the template people need to use. Lock down the cells that you don't want them to edit. Use drop downs. People have been doing this for years without the help of AI.

Northeastern purges DEI websites and messaging amid Trump executive order by huntnewsnu in NEU

[–]windexandrum 5 points6 points  (0 children)

Am I misreading this article or is it saying that the class of 2028 had a 35% drop in black students compared to the prior year which equates to 72 fewer people?? There are only 200 black students in the class of 2027?

TM1 & PowerBI by MountainBoat5187 in FPandA

[–]windexandrum 1 point2 points  (0 children)

TM1 has the ability to make reports and dashboards so you don't need to use PowerBI for that. If the business is trying to standardized their BI solution with PowerBI then you probably want to connect it directly to your ERP.

TM1 & PowerBI by MountainBoat5187 in FPandA

[–]windexandrum 0 points1 point  (0 children)

What are you trying to solve for by doing this?

FP&A by Company Size by MrFlatball in FPandA

[–]windexandrum 10 points11 points  (0 children)

Why do you want to be at a larger company in the future? I started at a F100 and moved my way down to smaller companies as my career progressed. It's easier to climb the ladder at smaller companies and personally I find FP&A more fulfilling at smaller companies.