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.

 

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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How Newton Can Help Manage And Change Strategy in FP&A

Newton’s first law of motion also known as the law of inertia states, “an object at rest stays at rest, and an object in motion stays in motion with the same speed and in the same direction unless acted upon by an unbalanced force.” Newton’s third law is, “for every action, there is an equal and opposite reaction.”

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How Finance Can Use Data Visualization To Support Business Decisions

The best data visualization tools expose something new about the underlying patterns and relationships contained within the data. Understanding those relationships, and being able to observe them, is key to making better decisions. With data visualization, FP&A practitioners have accessible tools for data discovery, which is converted into information, and further transformed into knowledge (insights and foresights).

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