Podcast Recap: What Every CFO Needs to Know About Workforce Planning

A few weeks ago, our CEO, Paul Lynch, sat down with our CTO, Jacek Materna, for the debut episode of the Bridging the Deficit podcast.

The topic? Workforce planning—and why it’s one of the most overlooked levers for financial performance.

Here’s a quick recap of the conversation:

Workforce Planning = Strategic Planning

Jacek and Paul discussed how labor is often the largest line item on the budget—yet many finance teams still rely on static annual plans. The smarter move? Treat workforce planning as a rolling, data-driven process that aligns people with business outcomes.

Why Static Budgets Fail

In fast-moving markets, annual plans fall apart quickly. Jacek emphasized the importance of building rolling forecasts that can flex with hiring trends, attrition, and strategic shifts.

Finance + HR = A Power Duo

One of the biggest takeaways: workforce planning shouldn’t live in a silo. The best results happen when finance, HR, and operations collaborate early and often—with shared models and a single source of truth.

Watch the full podcast below 👇

We don't want to spoil everything, watch the full podcast for complete insights. And if you haven’t yet—subscribe to our LinkedIn newsletter: Bridging the Deficit, for weekly insights on planning, forecasting, and the future of finance.

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⏰ Timestamps:

00:13 Why workforce planning is so complex today
09:10 CEO vs CFO: Better alignment = better outcomes
13:03 Can your team predict cash flow fast enough?
18:32 Advice for modern CFOs + final thoughts