From FP&A Analyst to Private Equity Operator with Alex Fabry: The Day-2 Lunch That Changed Everything

In this episode of FP&A Unlocked, host Paul Barnhurst is joined by Alex Fabry, the founder of KFA, an advisory firm focused on scaling businesses.. Alex takes us through his journey from FP&A to private equity, sharing his valuable experiences working at firms like Saber, BCG, and Charles Bank Capital Partners. Their conversation explores how FP&A can serve as a stepping stone to leadership and investment roles, and the key skills that helped Alex succeed in both corporate finance and private equity.

Alex Fabry is the founder and managing partner of KFA, a private investment and advisory firm focused on growing and scaling businesses in Saint Louis. Before founding KFA, Alex started his career in FP&A roles at Saber, where he supported multi-billion dollar business units, managed complex budgets, and played a pivotal role in the $1.2 billion sale of Active Network to Global Payments. Alex also has experience as a Vice President at Charles Bank Capital Partners. He holds an MBA from the Kellogg School of Management at Northwestern University.

Expect to Learn:

• How FP&A provides a solid foundation for leadership and private equity operator roles.
• The significance of automation in improving FP&A efficiency and enabling more strategic analysis.
• Why private equity and FP&A require different skill sets but can work in tandem to drive business growth.
• Key skills FP&A professionals need to transition into private equity.
• The value of relationships and trust in both FP&A and private equity environments.

Here are a few quotes from the episode:

• “The real value of FP&A is in helping businesses make decisions, not just report numbers.” - Alex Fabry
• “Being a business partner looks different depending on the business—it's about them, not you." - Alex Fabry

Alex shared thoughtful and practical insights into the evolving role of FP&A in driving business success and the transition to private equity. He highlighted the importance of automation and strategic analysis in improving financial operations, the value of building strong business relationships, and how FP&A professionals can leverage their skills to thrive in the private equity space. Alex’s journey serves as a valuable playbook for those looking to navigate the complexities of both FP&A and private equity, emphasizing the need for adaptability, operational efficiency, and a keen understanding of the bigger business picture.

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Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguy

Follow Alex:

LinkedIn - https://www.linkedin.com/in/alex-fabry/

Earn Your CPE Credit

For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FP&A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details.

In Today’s Episode

[02:27] - Alex’s Background

[03:50] - What Makes Great FP&A?

[14:03] -  The Three Key Questions in Finance

[18:38] - Private Equity...