PE-Backed CFOs:

Most PE-backed finance teams treat annual planning as an event — a scramble every fall to rebuild the model from scratch. Scott Wilson (CFO, i4cp) runs it differently. With a lean team, he maintains a rolling forecast that stays 3.5+ years ahead, grounded in renewal behavior and real pipeline data rather than top-line targets alone. By the time planning season arrives, he's refining a plan that's already been in motion for months.

In this conversation, Scott Wilson and Vipul Shah (Co-Founder & CFO, FinQore) break down how that works in practice: the systems and data discipline that make a lean team sustainable, how to ground a forecast in actual business drivers instead of NDR/GDR shorthand, and how a continuously managed rolling plan changes the conversation with your board and your sponsor.

What you'll take away

• How to run a fast, accurate close with a two-to-three person finance team
• How to build a rolling forecast that extends years beyond the current fiscal year, and keep it current without rebuilding it each cycle
• How to reconcile a bottoms-up plan against the sponsor's underwriting model
• How to set a number you can beat and know the line between honest cushion and sandbagging
• What to do when a quarter breaks wrong, without losing credibility with your board
• The minimum viable first version of this playbook if you're starting from zero

Whether you're a CFO heading into your first planning season under new PE ownership or a finance leader looking to get ahead of the annual cycle for good, this session gives you a concrete playbook for turning planning from a once-a-year fire drill into a continuous discipline.