The Collaborative Finance Function with Zack McCarty, Director of FP&A at Qwick

Episode notes

In this episode of The Role Forward, Joe Michalowski hosts Zack McCarty, Director of FP&A at Qwick. McCarty shares insights on the importance of collaborative planning and stakeholder buy-in in the food and beverage industry. He emphasizes the transformative power of basic financial information in driving valuable change within a company. McCarty discusses the challenges and strategies of planning for Qwick, a two-sided marketplace for on-demand staffing. He highlights the necessity of balancing the onboarding of workers and businesses, and the seasonal nature of their business. He also delves into the complexities of managing expenses across different departments, including marketing, sales, and engineering. Lastly, McCarty underscores the importance of transparency in financial information. However, he also cautions against the potential for misunderstanding or panic when context is not provided. The episode concludes with McCarty expressing excitement about the future as stakeholders seek deeper analytics and understanding of the fundamentals.

• Breaking Down Annual Planning with CJ Gustafson of Mostly Metrics80 / 100
• Mapping the Path to Profitability with Kristian Marquez, CEO of FinStrat Management
• Exploring AI in Finance with Todd Spartz, CFO of LinkLive
• Getting the Best Out of Fractional CFO Services with Scot Mollot, CFO at Attivo Partners
• The State of Strategic Finance in Q3 2023