Podcasts · The Growth-Minded CFO

How to Communicate Financials to Executives, with Anders-Liu Lindberg

· 42 min · S3 E3

Episode How to Communicate Financials to Executives, with Anders-Liu Lindberg

0:00 42:19

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 Journey • 03:28 From Finance to Consulting • 05:55 Building Influence and Trust • 16:41 The Trust Equation • 21:56 Aligning Leadership on Key Challenges • 22:10 Addressing Challenges with Recommendations • 23:06 The Importance of Simplicity in Communication • 26:01 Effective Use of Visuals in Presentations • 27:49 Transforming Complex Data into Actionable Insights • 34:50 The Role of Storytelling in Finance • 38:04 Becoming the Consultant Within Your Company

You’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 business • A proven structure for board and leadership presentations that keeps executives engaged • The concept of “Know the details, but don’t show them” — and why the appendix is your best friend • How to use storytelling frameworks like SCQA to make financial insights memorable • How trust and relationships unlock real influence for CFOs and finance leaders

Listen (and subscribe) on YouTube: https://youtu.be/B5twrAIQN-w?si=BW7EHFCSfTG-8Jd9

Connect 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.html • Try Upflow FRM (Financial Relationship Management) – get paid faster and build stronger customer relationships: upflow.io

The 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.io

Want to recommend a guest? Apply via our form: https://insights.upflow.io/apply-to-be-a-guest-on-the-growth-minded-cfo-podcast

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