# The Role Of FP&A In Being IPO Ready With Jeffrey Bernstein

Page: https://stenobird.com/podcast/fp-a-unlocked-6854784/the-role-of-fp-a-in-being-ipo-ready-with-jeffrey-bernstein
Text version: https://stenobird.com/podcast/fp-a-unlocked-6854784/the-role-of-fp-a-in-being-ipo-ready-with-jeffrey-bernstein.md
Podcast: [FP&A Unlocked](https://stenobird.com/podcast/fp-a-unlocked-6854784)
Published: 2026-01-29T11:00:00+00:00
Episode link: https://fpa-unlocked.captivate.fm
Audio file: https://p.podderapp.com/4728109098/op3.dev/e/episodes.captivate.fm/episode/c44bcdd9-8514-41e1-8dbb-46d63134025c.mp3
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Duration seconds: 3374

## Resource

In this episode of FP&A Unlocked, hosts Paul Barnhurst and Glenn Snyder sit down with Jeffrey Bernstein to explore how finance leaders can better communicate financial insights and influence decision-making across an organization. The conversation focuses on the gap between technical financial knowledge and the ability to clearly explain what the numbers actually mean to non-finance stakeholders. Jeffrey is a Senior Managing Director and Head of Capital Markets Advisory at Riveron, a leading advisor to the Office of the CFO and Private Equity. Early in his career, Jeff was a Managing Director at Goldman Sachs, where he helped execute IPOs in the technology sector for over a decade. Afterward, he spent more than 15 years as a portfolio manager investing in disruptive public and private companies. For the last eight years, Jeff has served as a trusted strategic advisor to pre-IPO companies, guiding them toward successful public exits. Expect to Learn: Why finance professionals play a crucial role in the IPO process How to prepare a company financially for a successful public listing The importance of building financial trust with public investors How to evaluate the readiness of your financial systems and team for the IPO process Here are a few relevant quotes from the episode: “The biggest change from private to public is transitioning from over-promising to under-promising and over-delivering.”- Jeff Bernstein “Financial integrity isn’t just about the numbers; it’s about being transparent, avoiding gimmicks, and sticking to metrics that have real meaning.”- Jeff Bernstein Jeff shares valuable insights on the complexities of going public, managing quarterly earnings, and maintaining investor trust. He also discusses how FP&A teams can help steer the company thro…

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## Transcript

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