ProcurementExpress.com Logo
Start Free Trial
ProcurementExpress.com Logo
Book a Demo
December 14, 2023

Becoming a Budgeting Badass

On this episode of the Gross Profit Podcast, James Kennedy sits down with Brian Raphael, the accomplished CFO at Propeller Industries. Brian, with his extensive experience in senior financial management, brings a unique perspective to the art of budgeting.
The Gross Profit Podcast
The Gross Profit Podcast
Becoming a Budgeting Badass
Loading
/
Download File
Play in new window
  • 34:50
  • 2023-12-14 20:39:15
Subscribe on

Show Notes

James Kennedy engages in an enlightening conversation with Brian Raphael, the accomplished CFO at Propeller Industries.

Brian Raphael, with his extensive experience in senior financial management, brings a unique perspective to the art of budgeting. Far from being just a numerical exercise, Brian demonstrates how budgeting is fundamentally a strategic tool that aligns with a company’s goals and aspirations.

What You’ll Learn:

  • Strategic Budgeting: Understanding budgeting as a strategic exercise beyond mere numbers.
  • Goal-Oriented Conversations: How budgeting opens up discussions about a company’s objectives and future directions.
  • Budgeting as a Roadmap: Using budgeting to create an exciting and clear path to success for the entire team.
  • Integrating Financial Insights: Brian’s approach to integrating financial insights across different business areas for overall growth and efficiency.

Episode Highlights:

  1. “Brian, can you elaborate on how budgeting goes beyond numbers and serves as a conversation starter for a company’s goals?”
  2. “What makes budgeting an essential and rewarding exercise for companies, especially startups and growing businesses?”
  3. “Could you share how your experience has shaped your approach to aligning financial strategies with broader business objectives?”
  4. “In your view, how does effective budgeting influence other areas of a business, such as sales, marketing, operations, and supply chain?”

Brian Raphael’s expertise is not limited to financial oversight. He excels in operational leadership and offers invaluable insights into aligning people, processes, and systems across various domains, including sales, marketing, operations, and supply chain. His role in providing guidance with a financial lens has been crucial in helping companies navigate challenges, support growth, achieve business goals, and maximize stakeholder value.

Join us in this episode of the Gross Profit Podcast, “Becoming a Budgeting Badass”, to gain a deeper understanding of the strategic role of budgeting in business success.

This podcast is tagged under:

The Gross Profit Podcast

More Episodes

Merushka Chetty

Hillel Steiner – This Israeli CFO Secret Could Double Your Profits

This week James sits down with Hillel Steiner, founder of ProfitUp Financials and a fractional CFO based in Israel, to discuss the surprising advantages of working with international finance talent. Together, they dive into the differences between U.S. and Israeli business cultures, what founders often get wrong about funding, and how having a strong financial strategy can be the difference between staying stuck and scaling up.
Hillel also walks through a real-life case study of a BI company stuck in a high-revenue, low-profit cycle – and how he helped them transform by refocusing their service model and aligning their team more efficiently.
Stick around to the end for a massive bonus offer from Hillel that’s perfect for growing service-based companies.

Listen Now »
Merushka Chetty

Patrick Arnold – 7M Sales, Zero Profit: The Fix 

This week James sits down with Patrick Arnold, Director of Client Advisory Services at Elliott Davis, to explore the power of Client Advisory Services (CAS) and its game-changing impact on business profitability. Patrick shares an engaging case study of how he helped a golf cart business in South Carolina go from stagnant growth to seven-figure annual distributions – all by optimizing inventory, restructuring financial processes, and leveraging technology for smarter decision-making.
They also dive into the role of CAS in modern accounting, the evolution of public accounting firms to include more strategic, forward-thinking advisory, and how business owners can unlock hidden cash flow by better managing working capital.

Listen Now »
Merushka Chetty

Chris May – Fake CFOs Exposed: How to Spot the Difference

This week James sits down with Chris May, founder and CEO of Quadrant Advisory, to explore what separates real CFO strategy from everyday accounting. From turning around a $50M political consulting firm to navigating tricky incumbent finance teams, Chris shares practical advice for business leaders and fractional CFOs alike.
Together, they unpack key finance tools like sensitivity analysis, working capital management, and how to tell whether your books are just “done” – or actually useful. Chris also walks us through his own acquisition of a bookkeeping SaaS and what it taught him about keeping services laser-focused.

Listen Now »