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, author of '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 Whether you're preparing board decks, influencing strategic decisions, or building credibility across teams, this episode delivers practical advice you can apply immediately. 🎧 Ideal for CFOs, FP&A leaders, finance business partners, and anyone looking to elevate their impact at the executive table. Listen (and subscribe) on Spotify: https://open.spotify.com/episode/1rMt... Listen (and subscribe) on Apple Podcasts: https://podcasts.apple.com/us/podcast... 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 👉 SUBSCRIBE for more real-talk with modern finance leaders 👉 SHARE this episode with a CFO or operator who’ll find it valuable. 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. For the full episode summary and key takeaways, visit: https://www.growthmindedcfo.com/podca... 📬 Got a question or want to get in touch? Reach us at [email protected]