Budgeting for Impact: How Finance Can Lead, Not Just Report with Travis Grundy, Adventum

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149 回視聴・ 10いいね・ 2025/05/13に公開済み

Budgeting for Impact: How Finance Can Lead, Not Just Report with Travis Grundy, Adventum

Effective budgeting and forecasting require balancing data-driven analysis with practical business realities, especially for emerging companies navigating uncertain economic conditions. In this episode of CFO Weekly, Travis Grundy, Senior Associate of FP&A at Adventum, joins Megan Weis to share his unique approach to creating realistic budgets and forecasts that drive business success.

Travis Grundy is a Financial Strategist and Advisor at Adventum, where he serves as a fractional CFO helping businesses optimize their financial operations. With vast experience in data-driven decision making and global program management, Travis brings a unique perspective shaped by his service in the US Army, leadership of Zharmae Books, and work across diverse industries, including healthcare and mental health services.

What You’ll Learn:
➡️ How to build realistic budgets using a bottom-up approach that starts with unit economics
➡️ Why socializing budgets across departments is crucial for successful implementation
➡️ The framework for analyzing revenue targets, hiring plans, and expense management holistically
➡️ How to use KPIs and historical data to create achievable financial projections
➡️ Why regular monthly variance analysis and frank discussions drive budget accountability
➡️ How to tailor budgeting approaches across different business types while maintaining core principles

Available on your favorite listening platform:
➡️ Apple: apple.co/4df6WDN
➡️ Spotify: spoti.fi/4dbxgP0

Learn more about Travis:
➡️ Travis Grundy on LinkedIn: www.linkedin.com/in/tgrundy/
➡️ Adventum Website: www.goadventum.com/
➡️ Alyn Robert Economic Strategies Website: alynrobert.com/

Chapters:
[00:00] Intro
[01:54] Travis's Journey: From Military to Financial Strategy
[04:45] Bottom-Up Budgeting: A Practical Approach
[08:03] Being the Voice of Reason in Financial Planning
[10:08] Building a Comprehensive Budget: Revenue to Expenses
[14:15] Making Budgets Work: Socializing Plans Across Teams
[17:12] Industry Differences in Budgeting Approaches
[21:26] Using Data and KPIs to Drive Financial Decisions
[24:01] Financial Tools and Excel's Staying Power
[25:51] Future of Budgeting: AI and Real Numbers
[27:32] Final Thoughts and Wrap-up