The Growth-Minded CFO26 Marras 2025

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

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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