Budgeting for Impact: How Finance Can Lead, Not Just Report with Travis Grundy, Senior Associate of FP&A at Adventum

CFO Weekly

Effective budgeting and forecasting require balancing data-driven analysis with practical business realities, especially for emerging companies navigating uncertain economic conditions. In this episode of CFO Weekly, Travis Grundy, Senior Associate of FP&A at Adventum, joins Megan Weis to share his unique approach to creating realistic budgets and forecasts that drive business success.

Travis Grundy is a Financial Strategist and Advisor at Adventum, where he serves as a fractional CFO helping businesses optimize their financial operations. With vast experience in data-driven decision making and global program management, Travis brings a unique perspective shaped by his service in the US Army, leadership of Zharmae Books, and work across diverse industries, including healthcare and mental health services.

What You’ll Learn:
How to build realistic budgets using a bottom-up approach that starts with unit economics

• Why socializing budgets across departments is crucial for successful implementation
• The framework for analyzing revenue targets, hiring plans, and expense management holistically
• How to use KPIs and historical data to create achievable financial projections
• Why regular monthly variance analysis and frank discussions drive budget accountability
• How to tailor budgeting approaches across different business types while maintaining core principles

Learn more about Travis:

• Travis Grundy on LinkedIn
• Adventum Website
• Alyn Robert Economic Strategies Website
  
  

Episode resources:

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• Personiv on LinkedIn
• Personiv on Facebook
• Personiv on Twitter
  
  

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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• NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva
• What Lights You Up? with Jordan Grumet
• Become a Lean Six Sigma Master Black Belt with William Washington
  

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