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

🎙️ 13 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
https://lnkd.in/dxH-BwhP

1️⃣3️⃣ The Diary of a CFO Wassia Kamon, CPA, CMA, MBA

📢 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
------------------------------------------------------------------------
I'm Asif Masani author of All About FP&A and From Accounting to FP&A
Program Director CGFPA® 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

Helping 1M Finance pros Master FP&A skills | FP&A Jobs | Director at FP&A Professionals Institute | Author of All About FP&A, From Accounting to FP&A and Data storytelling Playbook | Udemy Instructor

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
Program Director CGFPA® 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

FP&A interview Questions video guide

Excited to announce a partnership between Finaptive Solutions Inc. and  FP&A Professionals Institute (FPI) to deliver structured industry-led FP&A Certification combining FP&A training with a six month paid FP&A internship.

This partnership strengthens our mission to build future-ready finance professionals through high-quality, practitioner-driven learning. 

As part of the CGFPA® FP&A Internship cohort, learners will get 6 months of hands-on internship experience working with real FP&A projects alongside Finaptive Solutions Inc. experts gaining true FP&A experience before stepping into the job.

Finaptive Solutions Inc. is a finance transformation consultancy that helps organisations modernize FP&A, automate budgeting, forecasting and reporting, and deliver real-time insights that turn finance into a strategic decision engine.

FP&A Professionals Institute (FPI) is a global FP&A Training Institute with a mission to upskill 1 million finance professionals with future-ready FP&A skills. It helps accountants and finance teams transition from compliance and reporting roles to strategic FP&A through practical, industry-led learning, while also supporting organizations with FP&A resourcing and consulting.

Dipti Padaki, Gowthami Kommuri, CA Kajal Lalani, Dhawal Parvatikar, Thrishika Anu, Alice Pradhan, Shripal Parekh, and Peter Langer

No alternative text description for this image

Budgets go stale the moment the year begins. 
The best FP&A teams don’t wait 12 months to react they adjust continuously.

👉Here’s a simple visual you can share with your team 
to explain the shift from Traditional Budgeting to Rolling Forecasts.
-------------------------------------------------------------------------
I'm Asif Masani author of All About FP&A and From Accounting to FP&A
Program Director CGFPA® 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

Every week we do two things at FP&A Professionals Institute to support ambitious finance professionals:
✅ Share a curated, verified list of FP&A & Finance roles. 
From Analyst to CFO across India and abroad
✅ Offer a few FREE 20-min FP&A career coaching session to help you plan your next big move. (Limited slots)

If your job feels stagnant, maybe it’s time to shake things up.
Let’s plan your next move. Just like I did a decade ago. 
Links in the Comments 👇 
------------------------------------------------------------------------
I'm Asif Masani author of All About FP&A and From Accounting to FP&A
Program Director CGFPA® 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

FP&A Job report 7 Jan 2026

After working with dozens of FP&A teams, here’s what I’ve noticed
When the wrong KPIs are tracked, manufacturing hides quality leaks, supply chains amplify risk, and margins quietly erode 
Long before sales feel the impact.

Every automobile business runs on 5 core stages:
1. Production Planning and Assembly
2. Supplier management and inbound logistics
3. Sales and Distribution
4. Customer ownership experience.
5. Market growth and competitiveness brand strength and sales efficiency.

This article lays out the 15 automobile company KPIs that connect operations to profitability, so FP&A and ops leaders can fix problems upstream, not after the damage is done.
-----------------------------------------------------------------------
I'm Asif Masani author of All About FP&A and From Accounting to FP&A
Director CGFPA® 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

Cars look simple on the surface, but every model is the outcome of tightly coordinated engineering, suppliers, factories, dealers, and service network

Open article: Top 15 Automobile KPIs Every FP&A Must Track by Asif Masani • 7 min read

Top 15 Automobile KPIs Every FP&A Must Track

When I wrote the Data Storytelling Playbook, the goal was simple. 
Make learning simple and visual.

Now my book is upgraded to ZebraLearn 2.0
A complete reading experience.

Where you can read, listen, watch, take quizzes, and ask questions inside the book.

How you can explore my book -
➡️ Listen to it: anytime, even when you’re on the move.
➡️ Watch it: some chapters are easier to grasp in videos.
➡️ Test yourself: quiz to check how much you really absorbed
➡️ Ask anything: zAI can answer your questions instantly.

Glad to have the book as part of the ZebraLearn Library.

Credits Zebra Learn Team: 
Anurag S., Radhika Sundarka, Sujata Gaur, Irfan Syed, 
Vanshikha S., Fairy Panchal ,Namrata Bhagtani, Pradnya C.,Mayank Gupta

Do give it a try & share your experience here!
Link to the book in the comments

👇 Share with your finance colleagues
------------------------------------------------------------------------
I'm Asif Masani author of All About FP&A and From Accounting to FP&A
Program Director CGFPA® at FP&A Professionals Institute
On a mission to help 1M Finance Professionals master FP&A Skills.
Click my Name + Follow + 🔔

Join me & Dhawal Parvatikar this Thursday, as FP&A Professionals Institute presents an exclusive webinar on '9 Key FP&A Functions.​,' designed for professionals 

We'll cover insights and practical cases on budgeting, forecasting, management reporting, data storytelling, and other related topics.
​
​Join the FREE webinar and take your FP&A Career Path to the next level.

Session Agenda:
​
❇️ The Strategic Role of FP&A in Business Success
❇️ How Budgeting and Forecasting Shape Long-Term Financial Strategy
Transforming Data into Actionable Insights
❇️ Using Data Storytelling to make financial insights more compelling and              accessible
❇️ Enhancing Business Partnerships through FP&A​


 Date: 8th Jan 2025, Thursday​
 Time: 09:00 PM IST

Register Now: https://lnkd.in/djYAKkmT

Not sure if you can make it live? 
Register to receive the recording.
​

Join me & Dhawal Parvatikar this Thursday, as FP&A Professionals Institute presents an exclusive webinar on ' Info + Q&A Session ' designed for professionals 

Learn more about the FP&A Professionals Institute's in-depth 6-month certification program.
❇️ What is CGFPA® Certification?
❇️ How can FP&A Certification benefit my career?
❇️ How can I determine if I am eligible, and what are the application requirements?
❇️ How much time will I need to set aside to ensure full participation in the program?

Date: 15th Jan 2025, Thursday​
Time: 09:00 PM IST

Session agenda:
​➡ A glimpse into the CGFPA® Program six-month FP&A learning roadmap.
➡ Learn how the CGFPA® program helps you build core FP&A Skills that can fast-track your finance career.
➡ CGFPA® Eligibility Criteria, LIVE Q&A session

Register Now: https://lnkd.in/dayk-6MZ

Not sure if you can make it live? 
Register to receive the recording.
​

I always wanted to become a paella cook, but my path led me to spend 20 years in finance and tech - eventually becoming a fintech entrepreneur and a frustrated paella aficionado.

I did my time in Investment Banking across NYC, Sao Paulo, Zurich, and London. But I redeemed myself by pivoting to tech, where I launched four fintech products back-to-back.

Today, I’m the co-founder and CEO of Abacum, the leading FP&A automation platform helping finance teams in the mid-market drive efficient growth and deliver business impact.

My partner in crime, Jorge Lluch, and I built the product we wished we had in our previous finance roles. Solving a problem that used to make us bleed in the head has been a dream come true.

We’re on a mission to make finance teams the heroes of their organizations.

“Cool, but what exactly does Abacum do?”

• Drives efficient growth through more accurate revenue forecasts, advanced scenario modeling, headcount planning, and OPEX control.
• Provides real-time access to all your operational and financial KPIs in one place, automating Board decks, monthly performance reviews, and reforecasting reports.
• Boosts budget owner accountability with structured collaborative workflows and actionable to-dos.

On a personal note, family always comes first. I live in New York with my amazing wife and three high-energy kids. For me, success is when my kids use my back as a walking mat - keeps them busy and gets the knots out.

Quick facts: I practice Vipassana meditation. Fan of Stoicism, especially Epictetus. I journal daily. Vegetarian.

I enjoy martial arts, surfing, and eating embarrassing amounts of chocolate. Originally from Spain, I’ve lived in India, Brazil, Switzerland, the US, and the UK, and I miss them all.

If anything from above interests you, follow along for more content. While I mostly talk shop, you might also catch the occasional post about my quest for the perfect paella.

Julio Martínez

One company per category, it's that simple. 

That philosophy is what first drew me into a long conversation with Casey Woo in San Francisco in the spring of 2025.

What followed wasn’t a typical pitch cycle. 

It was months of conversations, product walkthroughs, and tough questions about how finance tools actually hold up once companies are operating at speed. 

Casey then pulled in other members of the FOG Ventures community and connected with our customers. 

Operators who’ve owned outcomes, lived through broken systems, and carry strong opinions because they’ve paid the price for getting it wrong.

FOG’s market map reflects that rigor. 

Being chosen as their FP&A platform of choice alongside our partners like Tabs, Rillet, and Anrok means a great deal to me.

Not because of the recognition, but because of how it was earned.

That level of conviction doesn’t come lightly.

The bar is high, and that’s exactly where we want it.

Co-founder & CEO at Abacum | AI-native FP&A that Drives Performance

Some hires improve the team.

Others materially change where the company is headed.

I’m excited to welcome Jim Williams as our new Head of Marketing at Abacum!

We deliberately took our time with this one. We were patient, we held the bar high, and we waited for someone who was unequivocally the best fit for us.

Jim joins us to raise the bar. He brings decades of experience building and scaling marketing teams at high-growth companies, along with a rare combination of deep expertise, smart creativity, and real humility.

He shares with us an obsessive passion for his craft and for customers, and is relentless about learning, which matters a lot in a world where marketing is constantly evolving.

we are incredibly excited to have Jim leading this next chapter of growth.

Welcome Jim!!!

At Abacum, we spend a lot of time thinking about how finance teams actually operate when the business gets complex.

Not just FP&A in isolation, but how data flows across billing, revenue, cash, and operations, and how teams turn that reality into decisions with operational excellence. 

As complexity creeps in, the gaps between systems become more visible...

That’s why today we are thrilled to announce our partnership with Tabs, which is a huge step in our efforts to simplify business complexity.

Tabs is going deep on one of the hardest parts of the stack: modern revenue infrastructure. Invoicing, collections, and revenue recognition are no longer back-office mechanics; they shape how companies understand growth, performance, and risk.

At Abacum, our focus is on what finance teams do with that reality: turning trusted inputs into plans, scenarios, and narratives that help leaders navigate change with clarity.

Working alongside Tabs is part of a broader direction for us: building an ecosystem of focused partners who go deep in their domain, so finance teams don’t have to trade power for simplicity.

Grateful to be building alongside Tabs and to founders like Ali Hussain, who bring craft and first-principles thinking to hard problems. 

More ahead!

I met Evan Pincus from Cortex in Jun'22 at Barbounia in NYC. It took me about 5 minutes to realize he was the true embodiment of the operational CFO.

What impressed me most was how he spent his time. 

Deep in the business. deep in operational KPIs. yes, the financials were tight, but he understood something important. Finance creates real leverage when it drives the business forward, not when it polishes numbers.

It's not only that Evan leads HR and Legal... 

He leads RevOps and Data teams. He has also led operations teams in complex businesses. And he partners closely with sales, marketing, support and operations in some of the most complex environments. 

My biggest learning from him was simple, but not easy. Think like an operator first, a finance leader second. 

Obsess about outcomes. help the business win.

Become an agent of performance.

He also has a rare talent for scaling the G&A function very efficiently. He runs complex operations with an extremely small, elite team. He leverages technology intelligently. 

He maximizes impact while minimizing spend and operational risk.

And beyond all this, he is a fantastic human being. grounded, generous, respected by everyone around him :-)

I was born and raised in Barcelona and had a front row seat to the city becoming one of the most cosmopolitan innovation hubs in Europe.

Even back then, something special was happening.

For more than twenty years, Barcelona has quietly built one of the strongest tech ecosystems in Europe.

Founders from everywhere.
Operators from every discipline.
Global ambitions grounded in community

Growing up there gave me a belief I still carry today.

Great companies can be built from anywhere.

That mindset shaped how I think as a founder.

You don’t need permission.
You don’t need to be in the “right” city.

You need a clear vision and the courage to move out to your main market when the time is right.

Sometimes I have to remind myself how far we’ve come.

Jorge Lluch and I started Abacum 5 years ago with a simple mission: to make finance teams the heroes of their organizations.

We had spent years stuck in spreadsheet hell, trying every legacy tool on the market only to have it be so difficult to use.

Abacum is the platform we wished we had early in our careers.

Today, I'm proud to say that we've made that mission a reality for hundreds of companies such as CoreWeave, Replit, Strava, RapidSOS, Papaya Global, and more.

The US is our largest market, and also our fastest growing, and for a team that started in Europe, that’s not just traction.

It’s validation that the problems we’re solving are global and urgent.

Watching our customers move from brittle models to a real strategic planning environment is one of the most rewarding parts of building this company.

Customer obsession is the value that defines Abacum, and it's so gratifying.

Grateful to have partners like Casey Woo and FOG Ventures, who truly understand how modern finance teams operate from the inside out. 

FOG is a collective of seasoned finance leaders and operators shaping the most ambitious companies in Silicon Valley and beyond.

As a founder, you want investors who bring real conviction and strategic value, not just capital. 

FP&A is evolving into the connective layer across the business. FOG understands this deeply because they’re embedded in the daily realities of how modern finance teams actually operate.

They've seen how planning actually breaks in reality, when data fragments, assumptions drift, and decisions move faster than the systems meant to support them. 

Being that close to the work gives you a very different perspective on what actually needs to change.

And we’re excited to lead the charge with them in our corner.

Founder, Operators Guild. General Partner, FOG Ventures.

Spreadsheets made finance portable. Cloud tools made it collaborative. AI is making it predictive. We just invested in the company leading that transition.

Most funds analyze markets from the outside looking in. FOG Ventures was built to do the opposite.

We operate inside the modern stack every day. We see how real teams work, where the workflows break, and where the gaps in tooling actually are.

From that vantage point, one signal became impossible to ignore: the Office of Business Intelligence has arrived, and FP&A is a critical pillar within this new modern stack.

For years, finance teams have been buried under time-consuming, manual work, scattered data, and systems that were never built for how operators actually make real-time decisions. We watched FP&A evolve from spreadsheets to cloud tools to digitized workflows.

Now we're at the next inflection point.

AI-native platforms that clean and structure the data, manage the model, and understand the business context. Finance leaders can finally move faster and spend their time actually helping the business grow instead of closing last month's books.

That's why FOG Ventures invested in Abacum.

They aren't building another planning tool. They're giving finance teams a platform that understands the model, tracks the drivers, and helps answer the question every operator cares about: what will it take to hit our targets?

Julio Martínez and Jorge Lluch are redefining what modern FP&A can be, and we couldn't be more excited to support them on this mission.

If you want to help define the future operating stack, we'd love to have you at FOG.

One of the hardest lessons I’ve learned as a founder (maybe the hardest) is how to delegate.

In the early days, you do everything.

You write the copy, close the deal, build the deck, review the design, and if we’re honest, it’s not just because you don’t have the resources…

It’s because you trust yourself more than anyone else to get it “right.”

That mindset works until it doesn’t.

In a fast growing business, the surface area of responsibility explodes and suddenly, it’s just physically impossible not to delegate.

The hard part isn’t giving away the tasks.
And it's definitely not giving away the details (because you shouldn't).
It’s giving away the control.

This part takes trust, patience, and the humility to let someone do it differently (and better).

I’ve learned that strong leadership isn’t about doing it all.

It’s about building a team that can do it without you.

Your way isn’t the only way
find people you trust to challenge, improve, and own the things you care about most.

Delegation isn’t about stepping back.
it’s about creating space for others to step up.

something happens when you look at NYC from above

the noise fades. the chaos looks beautiful. and you remember why you’re here.

locals don’t usually go up the Empire State building.

and it’s not like I wanted to feel like King Kong up there.

but awhile back Peter Specth got my family and I tickets ❤️

so we went up…

and I felt it, again. the spark, the energy, the gratitude.

the city is unreal.

every night there’s an AI meetup, a dinner, a group of founders building the future.

iconic tech and finops companies scaling right from here.

and beyond tech, it’s this mix of cultures, industries, flavors, stories.

a melting pot in the truest sense.

come build here!

Co-founder & CEO at Abacum | FP&A that Drives Performance

everyone talks about product market fit, or channel market fit.

almost no one talks about team culture fit...and that is usually what makes or breaks the company.

the hardest part of building a company isn’t product, GTM, or timing.

it's the people.

more specifically, building a team that holds themselves, and each other, to a standard they are proud of.

great teams don’t just execute.

they make each other sharper, more intentional, more ambitious.

The best people look for three things:

1. a mission they believe in
2. a team that pushes them
3. a leader who gives context, not control

founders don’t scale companies, teams do.

and the team you build early sets the ceiling for everything that comes after.

Most companies think they’re scaling finance by hiring.

But the real growth limiter isn’t headcount, it’s the shadow operating system the business builds when finance can’t keep up.

You’ve probably seen the signs before:
→ Sales running its own pipeline math
→ Product maintaining a separate roadmap model
→ Marketing redefining CAC
→ Teams showing up meetings with numbers that don’t match the “official” ones

People build their own systems when yours isn’t giving them what they need.

And here’s the thing, no number of hires will fix a fractured operating system.

You fix it by:
→ Making the model understandable outside of finance
→ Connecting systems so every metric has one definition
→ Leveraging AI to do the manual tasks so humans can focus on decisions

When the operating model becomes explainable, the business finally becomes scalable.

AI adoption in finance is rising, but CFO have spoken: AI's impact on actual outcomes remains uncertain at best.

That’s one key finding from the latest CFO Survey conducted by Duke University and the Federal Reserve Banks of Richmond and Atlanta.

Across measures like productivity, decision-making speed, customer impact, and time spent on higher-value work, most firms report either no change or say it’s too early to tell.

The story so far is less about breakthrough gains and more about small, uneven progress, with early benefits showing up in how fast teams move rather than what ultimately changes.

That’s where the risk emerges.

FP&A is the only function with visibility across the entire business, yet most planning environments weren’t designed to support that responsibility.

When inputs go stale.
When assumptions drift.
When collaboration moves outside the system.

AI doesn’t create leverage. It amplifies the mess.

The future of FP&A isn’t about finance “being more strategic.”

It’s about having the infrastructure to keep the organization aligned as conditions change.

AI can become the connective tissue underneath. Keeping plans consistent, assumptions current, and decisions grounded in a single source of truth.

That’s when AI stops being an experiment and starts becoming real leverage for finance.

A must-attend event.

Evan Pincus is extremely insightful, even after a scotch tasting. 

Maybe even more, we'll see 😂 

The tech stack he has built at Cortex has been truly transformational, and he is a truly AI-forward Finance and Operations leader 🙇 

Tabs + Anrok: cannot think of better partners for this one!

Don't miss it, super limited spots.

🥃 CFOs, Whisky Tasting & AI in Finance in NYC!

On January 21st, Anrok, Abacum and Tabs are hosting an intimate whisky tasting and private roundtable for senior finance leaders.

We’re bringing together a small, curated group of CFOs and finance leaders to have conversations about how AI is actually transforming the finance function!

What to expect:

✨ Real-world AI use cases in finance
✨ Practical challenges (and what not to do)
✨ How to build a modern, AI-powered finance tech stack that truly works

We’re excited to be joined by Evan Pincus, VP Finance & Ops Cortex, who will share first-hand insights from implementing AI across the finance org: what’s worked, what hasn’t, and what he’d do differently starting today. All of this over a thoughtfully selected whisky tasting (or a soft drink) and candid peer discussions.

📍 New York City
🗓 Wednesday, January 21, 2026 | 5:00–8:00 PM (GMT-5)
🔒 Approval required – limited spots

If you’re a finance leader curious about AI beyond the hype, request to join 👇
https://luma.com/bggamvyx

I recently spoke with RJ Lumba on The Financial Technology Report about why planning tools fail as companies grow. 

Not because finance teams lose rigor, but because the tools weren’t built for constant change.

A few themes kept coming up in the conversation:

→ Why complexity exposes the limits of spreadsheet-based planning
→ How we built Abacum to scale with customers over the long term
→ My path from investment banking to microfinance to entrepreneurship
→ How obsession, intensity, and focusing on what you can control shape long-term company building

When the foundation is right, results tend to follow. When it isn’t, even the best teams end up patching gaps instead of driving the business forward.

I’ve seen that dynamic play out with finance teams again and again. 

Strong operators held back by systems that weren’t built for the level of complexity they’re dealing with.

The goal isn’t to make finance work harder or faster, it’s to give them infrastructure that holds as complexity grows so they remain in the driver’s seat.

Link to the episode in the comments below!

taplio

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The Battle

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