Lindsey Martens, VP Finance at fintech company, Valera (Formerly PSCU/Co-op Solutions) talks about her transition from accounting to finance- and how she manages a remote FP&A team that has business partnering and storytelling at its heart. “Business partnering is my favorite thing about FP&A” Martens says, “I love being the translator. I think of myself as taking all this data, accounting data, and then all these other sources that come into it, and I’m packaging it up in a way that is very digestible by the rest of the organization, especially the leaders who are making decisions.”

In this episode:

Making the pivot to FP&A – why and how
Starting off in coding and the link to FP&A
My career at Valera (ex Co-Op solutions)- a fintech leader with clients that are credit unions
Opps and Challenges of managing a remote FP&A Team
Small talk at the beginning of meetings (not so small)
Using rolling forecasts at Valera
Challenging budget experiences
Why business partnering is my favorite part of FP&A
My biggest FP&A success: rooting out the source of at “rise” in profits
Storytelling in finance
My biggest mentors and what they taught me about management
My biggest mistake and how it still leaves me shaking
Favorite Excel Function

Connect with Lindsey on LinkedIn: https://www.linkedin.com/in/lindseymartens/

Managing a remote FP&A Team to Big wins

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