Getting to an amazing FP&A Data story – Brandon Wilson

Getting to an amazing FP&A Data story – Brandon Wilson

This week's episode features Brandon Wilson, Founder and CEO of Steady Dynamic.

Continuing our “Masters of FP&A Data” series, Brandon works with clients from early-stage startups to Fortune 500 companies giving expertise to those who lack experience building digital solutions.

He encourages big ideation, assuming technology can solve any problem, and works to prioritize and constrain scope relative to business objectives.

“FP&A has to some degree implemented predictive analytics” he says. “Whether that’s custom or bespoke modeling or just using tools. The next generation is unlocking prescriptive analytics. That is not just presentation or data for the purpose of extracting insights, but insights that come with recommendations and, and the ability to run multiple scenarios. “Real time data acquisition and analytics is also empowering us to do things more on a daily, if not hourly basis, and see things way sooner from an analytics and forecasting perspective.”

In the second week of data-nerding-out we have a treat:

  • AI’s transformation of finance and financial modeling
  • Predictive analytics to prescriptive analytics?
  • Moving from cost center to “value add” in finance through the data
  • How best to deliver and integrate your data to enhance financial functions
  • Studying sentiment analysis in your CRM to investigate pipeline?
  • Complex models in FP&A including clustering and Naive Bayes
  • SQL vs no SQL?and FP&A
  • The Panama papers
  • What the data environment looks like for FP&A in the next two years?
  • Zero shot prompts and chain of thought prompting?
  • Reverse engineering to get the best AI finance results?

Connect with Brandon Wilson on LinkedIn: https://www.dhirubhai.net/in/bkwilson/

Apple| Spotify|YouTube| Blog post and transcript


Mark Donnigan

Marketing Leader and Tech Company Builder

7 个月

AI's transformation of finance is reshaping the role of FP&A professionals. It's fascinating to consider how behavioral economics could further refine predictive models, making financial forecasting more accurate by accounting for human irrationality. Think about integrating Richard Thaler’s insights on nudges into AI-driven analytics—imagine the precision in decision-making processes that blend machine learning with behavioral science principles.

Brandon Wilson

I am an accomplished and growth-focused Sales & Business Development Leader, attaining organizational goals and full business potential through executive-level strategic direction and leadership.

7 个月

Really enjoyed the episode Glenn Hopper. Thanks for having me.

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