How to Review AI Output in FP&A: If You Can't Teach It, You Don't Own It
AI can build a financial model in minutes and hard-code your drivers without telling you. Three checks finance teams should run before trusting it.
Charlie Liu
Weekly on LinkedIn
The Rolling Forecast by Charlie Liu
A weekly LinkedIn newsletter from Charlie Liu, co-founder and CEO of MCC, on FP&A, planning systems and using AI in finance without breaking the numbers. Every issue lives here too.
Every issue, newest first
Upload and Pray
If your team fixes the same number in Excel after every ERP export, that's upload and pray. Three steps to fix it before a new planning tool.
Charlie Liu
Three Ways I Think About AI Spend
AI spend isn't a brand new cost category. Split it into stable, general usage and project based costs, and your AI forecast gets a lot more accurate.
Charlie Liu
Did Nobody Forecast the AI Token Bill?
McKinsey's CFO says his AI bill can't grow like it did this year. Five rules to forecast AI token costs from usage instead of a guess.
Charlie Liu
We All Run Better If We Run Together
A team member who won't ask for help is rarely a discipline problem. Charlie Liu on the baggage people carry, and his one piece of advice for new managers.
Charlie Liu
What Building MCC Taught Me About Accountability
What years of sacrifice teach a leader: the weight of true accountability, leading from the front lines, and the real proof it's paying off.
Charlie Liu
The Reason Your Hotel's Systems Don't Talk to Each Other
Some hotel tech vendors make more money when your systems can't connect. How per-call API fees and costly middleware keep hotel data apart.
Charlie Liu
What If Your Forecast Was Never the Problem?
Hotel finance teams aren't bad at forecasting. Their data sits in systems that don't talk. Three lessons, and what changes when occupancy drops 2 points.
Charlie Liu
If You Got Hit by a Bus Tomorrow...
Senior accountants are building AI skills nobody else can see. Greg Hood on why finance should document AI work the way engineering teams do.
Charlie Liu
How Not to Buy FP&A Software
Most FP&A software projects stall for reasons the demo never shows. Here are five things to check before you sign, from your data to your implementer.
Charlie Liu
Have You Ever Wondered What FP&A Looked Like Before Excel?
From 13-column paper to Excel, FP&A platforms and AI. William Etzine of Trump Hotels on four generations of budgeting, and the trust gap that stays.
Charlie Liu
The Part of FP&A Nobody Actually Teaches You
Most FP&A teams spend their week on the model, not the plan. Paul Barnhurst on why the assumptions behind a forecast matter more than its formulas.
Charlie Liu
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