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Budgeting for Impact: How Finance Can Lead, Not Just Report with Travis Grundy, Senior Associate of FP&A at Adventum

CFO Weekly · 2025-09-30 · 28 min

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Topics in this episode

Data-driven decision makingFinancial planningfinancial forecastingCFO servicesBusiness budgeting

Episode notes

Effective budgeting and forecasting require balancing data-driven analysis with practical business realities, especially for emerging companies navigating uncertain economic conditions. In this episode of CFO Weekly, Travis Grundy, Senior Associate of FP&A at Adventum, joins Megan Weis to share his unique approach to creating realistic budgets and forecasts that drive business success. Travis Grundy is a Financial Strategist and Advisor at Adventum, where he serves as a fractional CFO helping businesses optimize their financial operations. With vast experience in data-driven decision making and global program management, Travis brings a unique perspective shaped by his service in the US Army, leadership of Zharmae Books, and work across diverse industries, including healthcare and mental health services.

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