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cover of episode FP&A from Fortune 100 to Scrappy Startups – Mike Dion

FP&A from Fortune 100 to Scrappy Startups – Mike Dion

2025/4/9
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Mike Dion: 我从大学的金融入门课程开始对金融产生兴趣，并对技术在金融领域的应用充满热情。我的职业生涯始于媒体和娱乐公司的财务规划与分析实习，之后在初创公司和财富 100 强公司（如 Verizon）积累了丰富的经验。我创立了 F9finance.com，旨在帮助财务专业人士通过自动化提高效率。我参与了 100 多个自动化项目，节省了超过 100,000 小时的工作时间。在 Verizon，我帮助建立了卓越中心，通过自动化工具（如 Qlik Sense）将月度报告的制作时间从晚上 9 点缩短到下午 5 点。我坚信，职业发展取决于增加收入、降低成本和提升领导的业绩，而非单纯的报告和预测工具。在自动化方面，我建议从快速取得成果入手，并强调自动化如何提升团队成员的工作效率和职业发展。我看到许多团队在手动预测中面临数据过载、合并错误和难以发现异常值等问题，而自动化可以有效解决这些问题。我建议利用 Power Query 等工具自动收集和整合数据，并使用 AI 工具（如 ChatGPT）识别预测中的异常值。在变异分析中，我建议专注于洞察和行动，而非单纯的数字报表，并利用 AI 工具帮助优先研究关键领域。对于仪表盘，我建议包含尽可能少的数据，专注于可操作的项目和关键绩效指标。在未来，我认为人工智能将改变财务工作流程，但入门级财务岗位可能会减少，因此需要关注人才培养，并鼓励学习数据科学。 Glenn Hopper: 作为节目的主持人，我与 Mike Dion 进行了深入的对话，探讨了他在财务规划与分析领域的经验，以及如何利用自动化和人工智能提高效率。我们讨论了手动预测和变异分析中常见的挑战，以及如何通过自动化工具和 AI 技术来改进这些流程。我们还探讨了如何构建有效的实时仪表盘，以及如何利用人工智能来增强财务分析和决策。

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Mike Dion works at a Fortune 100 company. He has previously worked as a finance leader at Verizon-as well as startups and as a mentor to  enterprise giants to scrappy startups—unlocking tens of millions of dollars in value across industries like Entertainment and Telecom.  He does this through Mike’s F9 Finance:  a no nonsense website and newsletter (with 20k subscribers) passing on the skills that have accelerated his career, providing a guide to new tools (based on his experience automating 100,000 hours of labour) and secrets to promotion. He tells Glenn Hopper: “Three things, increasing revenue, decreasing expenses, and making your leaders look good. Those are the three things that move your career, not the reports, not the forecast tools to get to that.”

In this episode 

  • Passion in media and entertainment 

  • putting in our first consolidated planning system

  • At Verizon starting a center of Excellence (after facing a situation where 40 VPs wanted 30 decks based on Excel files   

  • Lack of approachable finance content: introducing Mike’s F9 Finanance   

  • Secrets to dynamic modeling and scenario planning 

  • 3 Ways teams are getting overwhelmed with forecasts  

  • Better prompting and my relationship with AI

  • A completely new answer for Fave Excel Function

F9 Finance: https://www.f9finance.com/) 

F9 Finance YouTube: https://www.youtube.com/@f9finance)