Brian Kalish Finance Expert

Brian is Founder and Principal at Kalish Consulting. He is Former Executive Director – Global FP&A Practice at AFP. He has over 20 years of experience in Finance, FP&A, Treasury and Investor Relations. He previously held a number of treasury and finance positions with the FHLB, Washington Mutual/JP Morgan, NRUCFC, Fifth Third and Fannie Mae. He has spoken all over the world to audiences both large and small hosting FP&A Roundtable meetings in North America, Europe, Asia and soon South America. Brian attended Georgia Tech, in Atlanta, GA for his undergraduate studies in Business and the Pamplin College of Business at Virginia Tech for his graduate work. In 2014, Brian was awarded the Global Certified Corporate FP&A Professional designation.

 

How Finance Is Thriving In A Digital World

Change is the new normal. The rate of change due to digitalization and technology continues at a breakneck pace. Technologies that were nascent last year are becoming mainstream.

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Should Financial Professional Analysts Look Top-Down or Bottom Up?

While “top-down” or “bottom-up” sound like some lively toasts you might hear in an English pub, they are also two of the most common ways to prepare a financial forecast. In that area, there is great debate as to which method is “better.” As with most questions in life, the initial answer is usually, “it depends,” so let’s look at the pros and cons of each approach. At the end of the day, there is no single answer. As a global FP&A professional, you will have to determine the best approach for your organization.

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Interactive Data Visualization: The Key To Better, Faster, Smarter Decision Making

As access to high-quality data becomes more common, more team members across the business organization are facing the challenge and opportunity to make more data-driven decisions. From traditional spreadsheet and data visualization or data viz (DV) tools to dashboard aggregators, many tools exist to help Financial Planning and Analysis (FP&A) professionals find meaning in their data.

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Why Blockchain Is Crucial For Financial Planning and Analysis - Part 2

In my last article, I described blockchain in some detail. Now I want to dive a little deeper and expand on the potential value that blockchain could hold for the FP&A profession.

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Why Blockchain Is Crucial For Financial Planning and Analysis

In these times of almost continuous technological change, there is a natural tendency to be suspect of whatever is being heralded as the “flavor of the month” or the “next best bet.” In early 2017, I was graciously given the opportunity to speak on what I believed to be the technologies that were transforming finance and specifically, the Financial Planning & Analysis (FP&A) function. The talk I ended up giving covered five areas:

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