In this episode of FP&A Unlocked, hosts Paul Barnhurst and Glenn Snyder sit down with Jeffrey Bernstein to explore how finance leaders can better communicate financial insights and influence decision-making across an organization. The conversation focuses on the gap between technical financial knowledge and the ability to clearly explain what the numbers actually mean to non-finance stakeholders.Jeffrey is a Senior Managing Director and Head of Capital Markets Advisory at Riveron, a leading advisor to the Office of the CFO and Private Equity. Early in his career, Jeff...
In this episode of FP&A Unlocked, hosts Paul Barnhurst and Glenn Snyder sit down with Jeffrey Bernstein to explore how finance leaders can better communicate financial insights and influence decision-making across an organization. The conversation focuses on the gap between technical financial knowledge and the ability to clearly explain what the numbers actually mean to non-finance stakeholders.
Jeffrey is a Senior Managing Director and Head of Capital Markets Advisory at Riveron, a leading advisor to the Office of the CFO and Private Equity. Early in his career, Jeff was a Managing Director at Goldman Sachs, where he helped execute IPOs in the technology sector for over a decade. Afterward, he spent more than 15 years as a portfolio manager investing in disruptive public and private companies. For the last eight years, Jeff has served as a trusted strategic advisor to pre-IPO companies, guiding them toward successful public exits.
Expect to Learn:
- Why finance professionals play a crucial role in the IPO process
- How to prepare a company financially for a successful public listing
- The importance of building financial trust with public investors
- How to evaluate the readiness of your financial systems and team for the IPO process
Here are a few relevant quotes from the episode:
- “The biggest change from private to public is transitioning from over-promising to under-promising and over-delivering.”- Jeff Bernstein
- “Financial integrity isn’t just about the numbers; it’s about being transparent, avoiding gimmicks, and sticking to metrics that have real meaning.”- Jeff Bernstein
Jeff shares valuable insights on the complexities of going public, managing quarterly earnings, and maintaining investor trust. He also discusses how FP&A teams can help steer the company through financial reporting, forecasting, and strategic decision-making post-IPO.
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Follow Jeffrey:
LinkedIn - https://www.linkedin.com/in/jeff-bernstein-498a23158/
Company - https://www.linkedin.com/company/riveron/
Website - https://riveron.com/
Follow Glenn:
LinkedIn - https://www.linkedin.com/in/glenntsnyder/
Earn Your CPE Credit
For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.
In Today’s Episode
[01:42] – Meet Jeff Bernstein
[04:58] – Transitioning to Public Company
[08:36] – The Role of FP&A in IPO
[12:44] – Investor Trust and Forecasting
[17:10] – Financial Integrity
[21:58] – Preparing for the IPO Process
[26:35] – Stress-Testing Forecasts
[30:42] – Earning Investor Trust
[34:18] – Organizational Behaviour Shift
[37:33] – Key to Success in IPOs and SPACs
