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
/

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

Niall White – $10B in Deals: Post-Acquisition Reality Check

In this episode, James Kennedy sits down with Niall White, corporate finance expert and founder at Capstack, to unpack what really determines success after the deal closes. Drawing on a career spanning BDO (Dublin & London), Barclays Capital (funding marquee PE buyouts), and in-house M&A at an Irish PLC, Niall explains why most value is won – or lost – during integration, not at the signing ceremony. They cover how to prepare a founder-led company for sale, structure earn-outs that actually work, and the people/controls you must have in place before, during, and after a transaction.

Listen Now »
Merushka Chetty

Paul Maskill – How to Get 50% Equity in a Business Without Investing

In this episode, James Kennedy sits down with Paul Maskill, the “Blue-Collar CFO,” to unpack how service pros and trades owners can turn a time-for-money job into a sellable, scalable company. From pricing that actually funds growth to partnering for equity, Paul shares the moves he used to grow and exit multiple local businesses (landscaping, electrical, kids’ sports programs) and why home-service companies win by doing “the boring stuff” brilliantly – answer fast, show up, keep promises.

Listen Now »
Merushka Chetty

Eric Segal – $30M Banking Crisis: SEC Investigation Story

James Kennedy sits down with Eric Segal, Managing Director at CFO Consulting Partners, to unpack what community banks and fintechs really need from a CFO team. From Eric’s early days rating institutions during the S&L crisis at Moody’s to treasury and CFO roles at American Express, and finally a high-stakes turnaround as interim CFO for a stressed community bank in 2008–09, this episode explores asset-quality shocks, SEC/OCC scrutiny, restatements, and how to run multiple regulatory workstreams without losing the plot. You’ll also hear how to evaluate a CFO firm for industry fit – and why there’s still plenty of “alpha” hiding in management quality and front-line execution.

Listen Now »