Why Finance Gets Left Out Of The Room | The 10 Behaviours That Destroy Trust

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Most finance partners don’t lose influence because of bad numbers; they lose it because of bad habits. In this video, I reveal the 10 behaviors that quietly kill trust, block impact, and keep Finance out of the real conversations.

Many FP&A professionals act like "Finance Cops" without even realizing it—saying "no" too fast, drowning stakeholders in jargon, or micromanaging the budget like it’s their own wallet. These habits feel safe, but they destroy your credibility over time.

In this video, you will learn:
Why acting as a "Gatekeeper" destroys your relationship with business leaders.
How to translate complex accounting jargon into commercial impact.
The difference between "policing" a budget and "guiding" a forecast.
Why reporting without a "so what" is just noise.
How to stop being a reactive firefighter and become a strategic architect.

Timestamps:
00:00 - The Real Reason Finance Loses Influence
01:34 - Habit 1: The Gatekeeper Trap
02:12 - Habit 2: Drowning in Jargon
02:58 - Habit 3: Challenging Without Listening
03:28 - Habit 4: Treating the Budget Like Your Wallet
03:58 - Habit 5: Reporting for Reporting’s Sake
04:55 - Habit 6: The "Month-End Only" Ghost
05:28 - Habit 7: Choosing "Smart" Over "Helpful"
06:06 - Habit 8: Micromanaging Forecasts
06:32 - Habit 9: The Escalation Error
07:02 - Habit 10: Stuck in Firefighting Mode
07:27 - How to Earn Your Seat at the Table