cover of episode How I learned to love FP&A again – Annette deYoung

How I learned to love FP&A again – Annette deYoung

2025/4/23
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Annette DeYoung：我拥有超过20年的财务领导经验，涵盖会计、制造业和FP&A等领域。我曾在多家制造公司担任领导职务，例如Berner Food and Beverage、Rockford Products、Fairbanks Morse Engine和JL Clark。在JL Clark担任FP&A总监期间，我实施了DataRails解决方案，以提高效率并消除财务部门的加班问题。如今，作为DataRails的首席解决方案顾问，我与数百个FP&A团队合作，帮助他们实现流程现代化、构建更完善的报告框架并拥抱基于Excel的自动化。我从会计转型到FP&A，是因为FP&A更具创造性和战略性，而不仅仅是处理交易。在运营密集型环境中，财务规划和分析应注重方向性正确，而非绝对精确。为了更好地与运营部门合作，需要对非财务人员进行财务知识培训，让他们理解财务语言和财务指标对公司整体的影响。DataRails解决方案能够帮助企业解决财务工作中大量的手工操作问题，提高效率，减少加班，从而提高员工满意度和留住人才。AI技术是未来发展趋势，财务人员应积极拥抱AI，学习并掌握AI工具的使用方法，以提升自身竞争力。Excel仍然是财务人员不可或缺的工具，不会被淘汰，因为它具有独特的灵活性。财务人员应走出舒适区，拥抱新技术，例如AI，才能更好地服务公司整体利益。财务人员的价值不在于加班时长，而在于高效完成工作。 Glenn Hopper: 我与Annette DeYoung进行了深入的访谈，探讨了她从会计到FP&A，再到DataRails首席解决方案顾问的职业发展历程。我们讨论了她在制造业中积累的经验，以及如何将财务与运营更好地结合起来。我们还探讨了DataRails解决方案如何帮助企业解决财务工作中大量的手动操作问题，提高效率，减少加班，从而提高员工满意度和留住人才。此外，我们还讨论了AI技术在FP&A领域中的应用，以及财务人员如何适应未来发展趋势。

Deep Dive

Chapters
Annette DeYoung's career path from accounting to FP&A is discussed, highlighting her love for manufacturing and the shift from transactional work to more strategic, creative roles in finance. The challenges of transitioning from a rigid accounting mindset to the less structured world of FP&A in manufacturing are also explored.
  • Transition from cost accountant to FP&A role.
  • Manufacturing as a career focus.
  • Shift from transactional to strategic work.
  • Challenges of transitioning from accounting to FP&A.

Shownotes Transcript

Annette DeYoung, Principal Solutions Consultant at Datarails, is an accountant-turned FP&A manufacturing leader. She has deep experience in leading finance teams at manufacturing companies including Berner Food and Beverage, Rockford Products, Fairbanks Morse Engine, and JL Clark. It was at JL Clark, as Director of FP&A, that Annette implemented FP&A Solution, Datarails to mop up inefficiencies and end drain all-late night sessions at the finance department— she  liked the product so much she ended up joining the company and has since spoken to more than 1000 FP&A professionals seeking to love FP&A again by removing tedious repetitive processes.

In this episode 

  • Why I fell in love with manufacturing and finance over my career 

  • How creativity drew me from accounting to FP&A

  • Why a hard-coded accountant attitude was difficult to reconcile with more creative FP&A 

  • How to create finance business partnerships on the manufacturing floor 

  • Why I brought Datarails into my finance team at JL Clarke 

  • The future of Excel in FP&A

  • Is finance (finally) making a move with AI? 

  • The power of getting out of your comfort zone in finance

 

Connect with Annette on LinkedIn: https://www.linkedin.com/in/ahdeyoung/