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How to Find the Best FP&A Candidates for Your Team

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Financial Planning and Analysis (FP&A) candidates are professionals who specialize in financial planning, budgeting, forecasting, and analysis within an organization. Here's more about who FP&A candidates are: Education: They often have a bachelor's degree in finance, accounting, economics, or a related field.

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What Is the Typical Background of a Fractional CFO?

Beacon CFO Plus

Common Financial Education, Skills, and Certifications The term fractional cfo refers to a financial professional who provides their expertise and services on a part-time or temporary basis to multiple companies rather than being a full-time, in-house employee of a single organization.

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Transcript: Greg Davis, CIO Vanguard

Barry Ritholtz

There are an endless variety of business models and seeing how people operate that, it’s really an education, one that I think a lot of people coming out of school don’t think about, because you think about the sexy things. And you had to take on significant duration risk and credit risk just to earn a couple percentage points.

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Transcript: Rick Rieder

Barry Ritholtz

But there are so many tools at your disposal, and let alone how much duration you’re taking, how much interest, how much credit risk you’re taking, illiquidity, et cetera. And how do you make the decision, I’m not comfortable with this credit risk relative to the return it’s going to throw off?

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Transcript: Kristen Bitterly Michell

Barry Ritholtz

And so, with this gave me exposure to everything from investment banking to retail, looking at like checking account campaigns, like how do you get more assets in the door to credit risk. And so, it’s a little bit of an educational process, but …. And so, I think the important thing is really from an education standpoint, right?

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Transcript: Armen Panossian

Barry Ritholtz

When you look at this present environment, do you think of yourselves more as bottom up credit pickers or, or do you look at the macro environment and say, Hey, we have to figure out what’s going on there? Also, 00:36:15 [Speaker Changed] You know, we’re bottoms up credit pickers. 00:37:26 [Speaker Changed] Huh.

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Transcript: Sean Dobson, Amherst Holdings

Barry Ritholtz

Barry Ritholtz : So, so let’s talk a little bit about your career in real estate, but before we get to that, I just gotta ask on your LinkedIn under education, it says, didn’t graduate, none working for a living. And up until that moment in time, we didn’t spend a lot of time on credit risk in mortgages.