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Conquer uncertainty with our step-by-step guide

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Plan 2026 with Confidence.

Conquer uncertainty with our step-by-step guide

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Stories from the Trenches

Your weekly FP&A newsletter where seasoned finance professionals share real tales of tackling financial challenges.

Recent Posts

Budget the balance sheet to improve your operations

Sep 28, 2025

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Julio Martínez

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Financial Planning

Budget the balance sheet to improve your operations

Sep 28, 2025

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Julio Martínez

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Financial Planning

Budget the balance sheet to improve your operations

Sep 28, 2025

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Julio Martínez

Financial Planning

Keep expectations in check to use AI successfully for budgeting

Sep 21, 2025

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Julio Martínez

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AI

Keep expectations in check to use AI successfully for budgeting

Sep 21, 2025

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Julio Martínez

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AI

Keep expectations in check to use AI successfully for budgeting

Sep 21, 2025

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Julio Martínez

AI

Mix and match budget philosophies for the best results

Sep 14, 2025

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Julio Martínez

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Financial Planning

Mix and match budget philosophies for the best results

Sep 14, 2025

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Julio Martínez

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Financial Planning

Mix and match budget philosophies for the best results

Sep 14, 2025

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Julio Martínez

Financial Planning

Take charge of your budget to deal with uncertainty

Sep 7, 2025

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Julio Martínez

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Financial Planning

Take charge of your budget to deal with uncertainty

Sep 7, 2025

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Julio Martínez

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Financial Planning

Take charge of your budget to deal with uncertainty

Sep 7, 2025

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Julio Martínez

Financial Planning

Raising a round starts far before reaching out

Aug 31, 2025

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Julio Martínez

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Fundraising

Raising a round starts far before reaching out

Aug 31, 2025

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Julio Martínez

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Fundraising

Raising a round starts far before reaching out

Aug 31, 2025

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Julio Martínez

Fundraising

AI isn’t ready yet. You still need to upgrade.

Aug 24, 2025

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Julio Martínez

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AI

AI isn’t ready yet. You still need to upgrade.

Aug 24, 2025

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Julio Martínez

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AI

AI isn’t ready yet. You still need to upgrade.

Aug 24, 2025

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Julio Martínez

AI

All hail AI (but we still need to budget)

Aug 17, 2025

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Julio Martínez

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AI

All hail AI (but we still need to budget)

Aug 17, 2025

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Julio Martínez

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AI

All hail AI (but we still need to budget)

Aug 17, 2025

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Julio Martínez

AI

AI regulations and risk. Fun times.

Aug 10, 2025

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Julio Martínez

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AI

Abstract graphic of concentric circles with a central point, suggesting waves or signals in a purple background.

AI regulations and risk. Fun times.

Aug 10, 2025

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Julio Martínez

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AI

AI regulations and risk. Fun times.

Aug 10, 2025

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Julio Martínez

AI

The rollout is 10% of the battle

Aug 3, 2025

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Julio Martínez

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Financial Planning

The rollout is 10% of the battle

Aug 3, 2025

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Julio Martínez

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Financial Planning

The rollout is 10% of the battle

Aug 3, 2025

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Julio Martínez

Financial Planning

Finance should run with AI implementation

Jul 27, 2025

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Julio Martínez

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AI

Finance should run with AI implementation

Jul 27, 2025

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Julio Martínez

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AI

Finance should run with AI implementation

Jul 27, 2025

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Julio Martínez

AI

Good companies do AI right, and they are increasing their lead

Jul 20, 2025

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Julio Martínez

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AI

Good companies do AI right, and they are increasing their lead

Jul 20, 2025

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Julio Martínez

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AI

Good companies do AI right, and they are increasing their lead

Jul 20, 2025

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Julio Martínez

AI

The FP&A AI dream…

Jul 13, 2025

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Julio Martínez

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AI

The FP&A AI dream…

Jul 13, 2025

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Julio Martínez

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AI

The FP&A AI dream…

Jul 13, 2025

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Julio Martínez

AI

Clarity makes the business go ‘round

Jul 6, 2025

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Julio Martínez

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Building a Finance Team

Abstract design featuring concentric circles radiating from a central bright purple spot against a deep purple background.

Clarity makes the business go ‘round

Jul 6, 2025

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Julio Martínez

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Building a Finance Team

Clarity makes the business go ‘round

Jul 6, 2025

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Julio Martínez

Building a Finance Team

Using AI doesn’t mean you aren’t responsible for the outcome…

Jun 29, 2025

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Julio Martínez

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AI

Five purple chevron arrows pointing to the right on a dark purple background.

Using AI doesn’t mean you aren’t responsible for the outcome…

Jun 29, 2025

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Julio Martínez

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AI

Using AI doesn’t mean you aren’t responsible for the outcome…

Jun 29, 2025

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Julio Martínez

AI

If done well… Every manager's personal CFO

Jun 22, 2025

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Julio Martínez

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10x CFO

A purple and white starburst design on a dark purple background, with points radiating from a central purple circle.

If done well… Every manager's personal CFO

Jun 22, 2025

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Julio Martínez

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10x CFO

If done well… Every manager's personal CFO

Jun 22, 2025

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Julio Martínez

10x CFO

Projects, not repetitive role responsibilities

Jun 15, 2025

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Julio Martínez

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Building a Finance Team

A flowchart with a box at the top and three shapes below connected by lines: a circle, a diamond, and a square.

Projects, not repetitive role responsibilities

Jun 15, 2025

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Julio Martínez

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Building a Finance Team

Projects, not repetitive role responsibilities

Jun 15, 2025

·

Julio Martínez

Building a Finance Team

Create a culture, Coach

Jun 8, 2025

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Julio Martínez

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Building a Finance Team

Abstract design featuring various geometric shapes in white, arranged in a line against a purple background.

Create a culture, Coach

Jun 8, 2025

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Julio Martínez

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Building a Finance Team

Create a culture, Coach

Jun 8, 2025

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Julio Martínez

Building a Finance Team

Build your FP&A team in the world of automated agents

Jun 1, 2025

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Julio Martínez

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AI

A grid of purple squares connected by thin lines on a dark purple background, forming a pattern.

Build your FP&A team in the world of automated agents

Jun 1, 2025

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Julio Martínez

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AI

Build your FP&A team in the world of automated agents

Jun 1, 2025

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Julio Martínez

AI

Where to start…

May 25, 2025

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Julio Martínez

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10x CFO

Abstract image featuring concentric circles in varying shades of purple against a dark background.

Where to start…

May 25, 2025

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Julio Martínez

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10x CFO

Where to start…

May 25, 2025

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Julio Martínez

10x CFO

Why do CFOs forget there is no company without the people?

May 18, 2025

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Julio Martínez

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Building a Finance Team

A purple funnel-shaped graphic with three stacked sections, set against a dark background.

Why do CFOs forget there is no company without the people?

May 18, 2025

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Julio Martínez

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Building a Finance Team

Why do CFOs forget there is no company without the people?

May 18, 2025

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Julio Martínez

Building a Finance Team

Sometimes it’s hard to remember… you are selling a product

May 11, 2025

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Julio Martínez

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Financial Planning

A 3D pyramid shape in gradient shades of purple, set against a dark purple background with grid lines.

Sometimes it’s hard to remember… you are selling a product

May 11, 2025

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Julio Martínez

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Financial Planning

Sometimes it’s hard to remember… you are selling a product

May 11, 2025

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Julio Martínez

Financial Planning

It’s not Customer Success’s fault

May 4, 2025

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Julio Martínez

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Building a Finance Team

Abstract graphic of a purple wave pattern on a dark background, representing sound or signal waves.

It’s not Customer Success’s fault

May 4, 2025

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Julio Martínez

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Building a Finance Team

It’s not Customer Success’s fault

May 4, 2025

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Julio Martínez

Building a Finance Team

Don’t stay high-level when it comes to the sales

Apr 27, 2025

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Julio Martínez

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Financial Planning

A stylized purple funnel graphic with horizontal lines representing different levels or stages.

Don’t stay high-level when it comes to the sales

Apr 27, 2025

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Julio Martínez

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Financial Planning

Don’t stay high-level when it comes to the sales

Apr 27, 2025

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Julio Martínez

Financial Planning

How much cash will we have in three months? Know within 1%.

Apr 20, 2025

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Julio Martínez

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Financial Reporting

A purple rectangle with a diagonal line connecting points on opposite corners against a dark background.

How much cash will we have in three months? Know within 1%.

Apr 20, 2025

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Julio Martínez

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Financial Reporting

How much cash will we have in three months? Know within 1%.

Apr 20, 2025

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Julio Martínez

Financial Reporting

The art of the right tools at the right time

Apr 13, 2025

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Julio Martínez

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Tech Stack

A flowchart with interconnected purple blocks on a dark background, showing a process or system diagram.

The art of the right tools at the right time

Apr 13, 2025

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Julio Martínez

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Tech Stack

The art of the right tools at the right time

Apr 13, 2025

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Julio Martínez

Tech Stack

Finance... The Storyteller

Apr 6, 2025

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Julio Martínez

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Financial Reporting

An abstract graphic featuring a purple rectangle with smaller shapes and lines extending outward on a dark background.

Finance... The Storyteller

Apr 6, 2025

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Julio Martínez

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Financial Reporting

Finance... The Storyteller

Apr 6, 2025

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Julio Martínez

Financial Reporting

The dirty truth of SaaS metric definitions. Choose wisely to avoid serious pain.

Mar 30, 2025

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Julio Martínez

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Financial Reporting

A purple geometric shape resembling a 3D triangle with light beams emanating from its edges against a dark background.

The dirty truth of SaaS metric definitions. Choose wisely to avoid serious pain.

Mar 30, 2025

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Julio Martínez

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Financial Reporting

The dirty truth of SaaS metric definitions. Choose wisely to avoid serious pain.

Mar 30, 2025

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Julio Martínez

Financial Reporting

Is it an operational model if only finance uses it?

Mar 23, 2025

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Julio Martínez

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Financial Planning

A digital network design featuring purple nodes connected by lines on a dark purple background.

Is it an operational model if only finance uses it?

Mar 23, 2025

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Julio Martínez

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Financial Planning

Is it an operational model if only finance uses it?

Mar 23, 2025

·

Julio Martínez

Financial Planning

Leaving a legacy: It's time to make your spreadsheet modeling more effective

Mar 16, 2025

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Julio Martínez

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Financial Planning

Abstract graphic featuring a purple background with wave patterns in varying shades of purple.

Leaving a legacy: It's time to make your spreadsheet modeling more effective

Mar 16, 2025

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Julio Martínez

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Financial Planning

Leaving a legacy: It's time to make your spreadsheet modeling more effective

Mar 16, 2025

·

Julio Martínez

Financial Planning

How to avoid having critical FP&A misses

Mar 9, 2025

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Julio Martínez

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10x CFO

A simple, abstract graphic with a white dot and a purple circle connected by a wavy line on a dark background.

How to avoid having critical FP&A misses

Mar 9, 2025

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Julio Martínez

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10x CFO

How to avoid having critical FP&A misses

Mar 9, 2025

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Julio Martínez

10x CFO

Off-target already? Use scenarios to see how much it matters.

Mar 4, 2025

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Julio Martínez

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Financial Planning

A stylized graphic featuring a white circle, a curved purple line, and a small purple circle on a dark background.

Off-target already? Use scenarios to see how much it matters.

Mar 4, 2025

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Julio Martínez

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Financial Planning

Off-target already? Use scenarios to see how much it matters.

Mar 4, 2025

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Julio Martínez

Financial Planning

RevOps and Data Teams Under the CFO: The Obvious Upgrade

Mar 2, 2025

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Julio Martínez

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Financial Planning

Abstract design with a purple background featuring geometric shapes in a minimalistic style.

RevOps and Data Teams Under the CFO: The Obvious Upgrade

Mar 2, 2025

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Julio Martínez

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Financial Planning

RevOps and Data Teams Under the CFO: The Obvious Upgrade

Mar 2, 2025

·

Julio Martínez

Financial Planning

Increase Control Quickly. The Line By Line CEO Review

Feb 23, 2025

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Julio Martínez

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10x CFO

A stylized eye icon in purple and white, set against a dark purple background with horizontal lines.

Increase Control Quickly. The Line By Line CEO Review

Feb 23, 2025

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Julio Martínez

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10x CFO

Increase Control Quickly. The Line By Line CEO Review

Feb 23, 2025

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Julio Martínez

10x CFO

Wait, is this the CFO's job?

Feb 16, 2025

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Julio Martínez

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10x CFO

A geometric hexagon shape with a purple gradient background, outlined in white with glowing points at each vertex.

Wait, is this the CFO's job?

Feb 16, 2025

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Julio Martínez

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10x CFO

Wait, is this the CFO's job?

Feb 16, 2025

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Julio Martínez

10x CFO

What does your CFO expect from you?

Feb 9, 2025

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Julio Martínez

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Building a Finance Team

Abstract graphics featuring concentric purple circles with varying shades, creating a dynamic and modern design.

What does your CFO expect from you?

Feb 9, 2025

·

Julio Martínez

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Building a Finance Team

What does your CFO expect from you?

Feb 9, 2025

·

Julio Martínez

Building a Finance Team

Herding Cats: How CFOs can lead an effective Management Review Meeting

Feb 2, 2025

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Julio Martínez

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Financial Reporting

Herding Cats: How CFOs can lead an effective Management Review Meeting

Feb 2, 2025

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Julio Martínez

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Financial Reporting

Herding Cats: How CFOs can lead an effective Management Review Meeting

Feb 2, 2025

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Julio Martínez

Financial Reporting

You closed the budget and now need to adjust all your reporting structure

Jan 28, 2025

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Julio Martínez

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Financial Reporting

A simple layout representing a reporting structure

You closed the budget and now need to adjust all your reporting structure

Jan 28, 2025

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Julio Martínez

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Financial Reporting

You closed the budget and now need to adjust all your reporting structure

Jan 28, 2025

·

Julio Martínez

Financial Reporting

Done with the business budget? Now comes the work.

Jan 26, 2025

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Julio Martínez

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Financial Reporting

Circular purple graphic with a partially filled segment illustrating a business budget

Done with the business budget? Now comes the work.

Jan 26, 2025

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Julio Martínez

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Financial Reporting

Done with the business budget? Now comes the work.

Jan 26, 2025

·

Julio Martínez

Financial Reporting

Fast-Growing Companies Must Use Rolling Budgets

Jan 19, 2025

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Julio Martínez

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Financial Planning

Abstract graphic representing how a rolling budget works

Fast-Growing Companies Must Use Rolling Budgets

Jan 19, 2025

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Julio Martínez

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Financial Planning

Fast-Growing Companies Must Use Rolling Budgets

Jan 19, 2025

·

Julio Martínez

Financial Planning

The 10x Finance Leader: Actually Being a “Strategic CFO”

Jan 12, 2025

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Julio Martínez

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10x CFO

The 10x Finance Leader: Actually Being a “Strategic CFO”

Jan 12, 2025

·

Julio Martínez

·

10x CFO

The 10x Finance Leader: Actually Being a “Strategic CFO”

Jan 12, 2025

·

Julio Martínez

10x CFO

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FP&A that drives business performance

4.8 / 5.0

SOC 2 Type II certified

ISO 27001 certified

GDPR compliant

Privacy policy

Cookie policy

FP&A that drives business performance

4.8 / 5.0

SOC 2 Type II certified

ISO 27001 certified

GDPR compliant

Privacy policy

Cookie policy