The B2B Podcast Index
Index
All categories
MarketingSalesSaaSFinanceHROpsLeadershipCustomer SuccessAI & DataProductStartups & FoundersRevOpsEngineering & DevTools
MethodologySubmit
Best of:MarketingSalesSaaSFinanceHROpsLeadershipCustomer SuccessAI & DataProductStartups & FoundersRevOpsEngineering & DevTools
An independent project byFame
SearchBest episodesGuestsInsightsMethodologySubmit a podcast
Index/Finance/CFO Weekly
CFO Weekly artwork

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

0:00--:--

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.

Related episodes across the Index

Other episodes covering the same guests and topics, from across The B2B Podcast Index.

  • How to Scale a Service Business with Financial Discipline with John MorrisMilestone Moments in Business & Leadership · on financial forecasting83 / 100
  • Decisions Beat Dashboards: What Hotels Get Wrong About AI | Ep. 002Hospitality x Disruption: HXD212 · on Data-driven decision making82 / 100
  • Product Leadership in the AI EraProduct Rebels · on Data-driven decision making81 / 100
  • What Good Financial Leadership Looks Like in PracticeThe Fractional CFO Show with Adam Cooper · on financial forecasting80 / 100
  • Building an AI-Ready Finance Team Without Losing the Human Side, with Tariq MunirThe Diary of a CFO · on Data-driven decision making78 / 100
  • The Stephanie Leue Hypothesis: Developing Product Strategy is a Critical, Ongoing Piece of the Chief Product Officer RoleThe Product Science Podcast · on Data-driven decision making78 / 100

More from CFO Weekly

All episodes →
  • General-Purpose AI Agents Are Not Built for High-Stakes Finance76 / 100
  • Greatest Hits: How New Finance Leaders Navigate Transition and Build Confidence80 / 100
  • Greatest Hits: Operational Finance and How CFOs Drive Performance with Devin Weil, CFO at ShipMonk67 / 100
  • Modernizing Finance Without Losing the Human Element54 / 100
  • Healthcare Funding, Defense Spending, and the CFO’s Role in Advocacy56 / 100
Explore the best B2B Finance podcasts →
All CFO Weekly episodes →