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In this Interesting episode of Treasury Truth or Dare, host Ernie Humphrey sits down with Paul Barnhurst, widely known as The FP&A Guy. They take a look at the dynamic relationship between FP&A and Treasury, breaking down common misconceptions, collaboration challenges, and the essential skills finance professionals need to thrive.

Paul shares his journey, knowledge on financial planning and analysis, and his passion for Excel training, data storytelling, and Fintech evaluation. The episode also features a fun Truth or Dare segment, where Paul shares personal stories, Industry trends, and a few surprises!

📚 Expect to Learn

• The key differences and overlaps between FP&A and Treasury and why the two functions must collaborate.
• Essential soft skills for finance professionals, including storytelling, business partnering, and influencing.
• How to effectively evaluate fintech solutions and avoid common pitfalls when selecting financial tools.
• The importance of continuous learning in finance, especially in mastering Excel and modern financial tools.
• Fun and unexpected career moments, including Paul’s most embarrassing professional experience and a special story about meeting former U.S. President Jimmy Carter.

01:29] - Introduction & Paul’s Passion for FP&A

[05:10] - FP&A vs. Treasury

[06:13] - Overcoming Challenges in Financial Forecasting

[08:41] - The Power of Owning Mistakes in Finance

[10:16] - Soft Skills & Finance: What Matters Most

[13:00] - Paul’s Unexpected Meeting with President Jimmy Carter

[18:03] - How to Evaluate Fintech Solutions

[19:55] - Common Mistakes in Adopting Financial Tech

[23:52] - The Biggest Misconceptions About Treasury & FP&A

[24:59] - The Importance of Networking & Learning in Finance

[25:32] - Ernie’s Most Embarrassing Professional Moment

[27:32] - Must-Have Resources for Learning Excel & FP&A Skills

[39:52] - Final Thoughts

Connect with Paul Barnhurst:

👉 LinkedIn: https://www.linkedin.com/in/thefpandaguy/

👉 Website: https://www.thefpandaguy.com/

👉 YouTube - https://www.youtube.com/@thefpandaguy

Follow Host Ernie Humphrey on:

👉 LinkedIn: https://www.linkedin.com/in/erniehumphrey/

👉 Facebook: https://www.facebook.com/ernest.humphrey.180

👉 Instagram: https://www.instagram.com/humphrey.ernie/

👉 YouTube: http://www.youtube.com/@TreasuryTruthorDare

👉 Tiktok: https://www.tiktok.com/@ernietlc

👉 Email: [email protected]

🔗 Don’t forget to subscribe for more episodes exploring Treasury Truths or Dares! Share your thoughts in the comments below.

#Finance #FPandA #Treasury #FinancialPlanning #Leadership #Fintech #CareerGrowth