Join host James Mackey and Julio Martinez, Co-Founder & CEO at Abacum, in a dynamic conversation about mastering financial planning and forecasting.

James and Julio engage in a comparison of planning in spreadsheets versus utilizing a centralized platform. They highlight the importance of a single source of truth by emphasizing how it improves accuracy and streamlines processes.

They explore top-down planning versus bottom-up planning, offering valuable perspectives on budgeting breakdowns and areas for improvement. They emphasize the power of rolling forecasts to adapt and optimize.

In the final segment, they discuss the need for comprehensive process playbooks, onboarding strategies, and the power of analytics and data-driven decision-making.

Our host James Mackey, SecureVision CEO
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You can find Julio here:
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Listen to our full episode list here:
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