Podcast Episode
How to Communicate Financials to Executives, with Anders-Liu Lindberg
About this episode
Every finance team wants a seat at the table - but too often, their message gets lost once they’re there.In this episode of The Growth-Minded CFO, we sit down with Anders Liu-Lindberg - Partner at the Business Partnering Institute, co-author of the book 'Communicating Financials to Executives', and one of the most followed finance voices on LinkedIn - to unpack how finance leaders can move from number-crunchers to true strategic partners.Anders shares practical frameworks and real-world stories to help finance professionals strengthen their influence, communicate with clarity, and earn trust with leadership teams.Chapters:02:09 Anders' Professional Journey03:28 From Finance to Consulting05:55 Building Influence and Trust16:41 The Trust Equation21:56 Aligning Leadership on Key Challenges22:10 Addressing Challenges with Recommendations23:06 The Importance of Simplicity in Communication26:01 Effective Use of Visuals in Presentations27:49 Transforming Complex Data into Actionable Insights34:50 The Role of Storytelling in Finance38:04 Becoming the Consultant Within Your CompanyYou’ll learn:Why Insight × Influence = Impact (and how to apply it in real finance settings)How to shift from “finance in the trunk” to the co-pilot seat of the businessA proven structure for board and leadership presentations that keeps executives engagedThe concept of “Know the details, but don’t show them” — and why the appendix is your best friendHow to use storytelling frameworks like SCQA to make financial insights memorableHow trust and relationships unlock real influence for CFOs and finance leadersListen (and subscribe) on YouTube: https://youtu.be/B5twrAIQN-w?si=BW7EHFCSfTG-8Jd9Connect with Anders: https://www.linkedin.com/in/andersliulindberg/Connect with Alex: https://www.linkedin.com/in/alexlouisy/Connect with Lauren: https://www.linkedin.com/in/laurenepearl/Links and Resources (mentioned in this episode):Book: 'Communicating Financials to Executives' (co-authored by Anders Liu-Lindberg) - https://www.wiley.com/en-us/Communica...Book: 'The Trusted Advisor' - https://trustedadvisor.com/books/the-...Article: Paul Graham, founder of Y Combinator - 'Good Writing' https://paulgraham.com/goodwriting.htmlTry Upflow FRM (Financial Relationship Management) – get paid faster and build stronger customer relationships: upflow.ioThe Growth-Minded CFO podcast challenges the status quo and explores how the best CFOs approach their work and lives. Hosts Lauren Pearl (Fractional CFO, 3-time Founder, and Startup Finance Instructor at NYU) and Alex Louisy (Fintech CEO and Y Combinator graduate) talk with inspiring finance and business leaders about what it takes to support high-performing organizations.This podcast is powered by Upflow - a Financial Relationship Management platform enabling faster payments, stronger customer relationships, and efficient growth for your business.Join thousands of next-level finance leaders and go from chasing invoices to engaging customers. Find out more at upflow.io.Want to get in touch? Reach out to our producer at joseph.sweeney@upflow.ioWant to recommend a guest? Apply via our form: https://insights.upflow.io/apply-to-be-a-guest-on-the-growth-minded-cfo-podcast