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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

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

Jun 29, 2025

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Julio Martínez

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

Jun 29, 2025

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Julio Martínez

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

Jun 29, 2025

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Julio Martínez

If done well… Every manager's personal CFO

Jun 22, 2025

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Julio Martínez

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

If done well… Every manager's personal CFO

Jun 22, 2025

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Julio Martínez

Projects, not repetitive role responsibilities

Jun 15, 2025

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Julio Martínez

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

Projects, not repetitive role responsibilities

Jun 15, 2025

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Julio Martínez

Create a culture, Coach

Jun 8, 2025

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Julio Martínez

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Create a culture, Coach

Jun 8, 2025

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Julio Martínez

Create a culture, Coach

Jun 8, 2025

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Julio Martínez

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

Jun 1, 2025

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Julio Martínez

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

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

Jun 1, 2025

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Julio Martínez

Where to start…

May 25, 2025

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Julio Martínez

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Where to start…

May 25, 2025

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Julio Martínez

Where to start…

May 25, 2025

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Julio Martínez

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

May 18, 2025

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Julio Martínez

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

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

May 18, 2025

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Julio Martínez

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

May 11, 2025

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Julio Martínez

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

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

May 11, 2025

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Julio Martínez

It’s not Customer Success’s fault

May 4, 2025

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Julio Martínez

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It’s not Customer Success’s fault

May 4, 2025

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Julio Martínez

It’s not Customer Success’s fault

May 4, 2025

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Julio Martínez

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

Apr 27, 2025

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Julio Martínez

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

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

Apr 27, 2025

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Julio Martínez

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

Apr 20, 2025

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Julio Martínez

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

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

Apr 20, 2025

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Julio Martínez

The art of the right tools at the right time

Apr 13, 2025

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Julio Martínez

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

The art of the right tools at the right time

Apr 13, 2025

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Julio Martínez

Finance... The Storyteller

Apr 6, 2025

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Julio Martínez

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

Finance... The Storyteller

Apr 6, 2025

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Julio Martínez

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

Mar 30, 2025

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Julio Martínez

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

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

Mar 30, 2025

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Julio Martínez

Is it an operational model if only finance uses it?

Mar 23, 2025

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Julio Martínez

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

Is it an operational model if only finance uses it?

Mar 23, 2025

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Julio Martínez

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

Mar 16, 2025

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Julio Martínez

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

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

Mar 16, 2025

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Julio Martínez

How to avoid having critical FP&A misses

Mar 9, 2025

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Julio Martínez

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

How to avoid having critical FP&A misses

Mar 9, 2025

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Julio Martínez

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

Mar 4, 2025

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Julio Martínez

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

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

Mar 4, 2025

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Julio Martínez

RevOps and Data Teams Under the CFO: The Obvious Upgrade

Mar 2, 2025

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Julio Martínez

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

RevOps and Data Teams Under the CFO: The Obvious Upgrade

Mar 2, 2025

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Julio Martínez

Increase Control Quickly. The Line By Line CEO Review

Feb 23, 2025

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Julio Martínez

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

Increase Control Quickly. The Line By Line CEO Review

Feb 23, 2025

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Julio Martínez

Wait, is this the CFO's job?

Feb 16, 2025

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Julio Martínez

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

Wait, is this the CFO's job?

Feb 16, 2025

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Julio Martínez

What does your CFO expect from you?

Feb 9, 2025

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Julio Martínez

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

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Julio Martínez

What does your CFO expect from you?

Feb 9, 2025

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Julio Martínez

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

Feb 2, 2025

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Julio Martínez

A row of eight purple right-facing arrow shapes on a dark purple background.

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

Feb 2, 2025

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Julio Martínez

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

Feb 2, 2025

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Julio Martínez

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

Jan 28, 2025

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Julio Martínez

A simple layout featuring a dark purple background with a light purple grid or table design.

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

Jan 28, 2025

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Julio Martínez

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

Jan 28, 2025

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Julio Martínez

Done with the business budget? Now comes the work.

Jan 26, 2025

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Julio Martínez

Circular purple graphic with a partially filled segment, set against a darker purple background.

Done with the business budget? Now comes the work.

Jan 26, 2025

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Julio Martínez

Done with the business budget? Now comes the work.

Jan 26, 2025

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Julio Martínez

Fast-growing companies must use rolling budgets

Jan 19, 2025

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Julio Martínez

Abstract graphic featuring purple bars and a wavy line on a dark background, representing data visualization.

Fast-growing companies must use rolling budgets

Jan 19, 2025

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Julio Martínez

Fast-growing companies must use rolling budgets

Jan 19, 2025

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Julio Martínez

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

Jan 12, 2025

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Julio Martínez

Graphic showing a purple rectangle with a smaller white rectangle in the center, indicating resizing or transformation.

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

Jan 12, 2025

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Julio Martínez

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

Jan 12, 2025

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Julio Martínez

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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