FP&A Today Cycling in tariff territory – FP&A at top e-bike brand
May 8, 2025
Derek Paulson, the Director of Finance at Rad Power Bikes, shares his journey in navigating the complex world of finance at a leading e-bike brand. He emphasizes the challenges of uncertainty in supply chains and the balance of efficiency and flexibility. Derek discusses the finance transformation as Rad shifts to an e-commerce model, highlighting the importance of rigorous modeling. He also delves into career insights, touching on the value of mentorship and exploring how AI and data privacy intersect with finance and business strategies.
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Chapters
Transcript
Episode notes
Modeling Without Historical Data
- Start forecasting models with simple key drivers when no historical data exists.
- Refine assumptions continuously as data arrives to improve accuracy.
Generalist Finance Unites Functions
- Being a finance generalist enables bridging gaps between functions like marketing and finance.
- Common definitions and communication reduce organizational friction and improve collaboration.
Forecast Flexibility in Uncertainty
- Build flexibility into forecasts to handle uncertainties like tariffs and trade wars.
- Use scenario planning and sensitivity analysis to prepare for wide potential impacts.