Transforming FP&A at Fannie Mae into an “enterprise intelligence engine”

About this episode

Caroline McAuliffe discusses the FP&A strategies that have led to Fannie Mae's financial success and the integration of AI in their processes.

Caroline McAuliffe is Senior Vice President, Head of Corporate Finance (FP&A and Procurement) at Fannie Mae. In its Q1 2026 results, the government-owned mortgage giant boasted 33 consecutive quarters of profitability and $3.7B in net income in the quarter—delivered by a team of 7,000 employees. In this episode Caroline reveals the FP&A mindset and processes behind this success. The career progression from audit to controllership, and FP&A Combining procurement and FP&A Shifting from an annual budget cycle to a 2-year rolling forecast How AI is transforming repetitive low value work including AI “flash reports needed supporting 50 officers at Fannie Mae Secrets to being a CTA (Challenging Trusted Advisor) at Fannie Mae

People in this episode

Host: Glenn Hopper

Guest: Caroline McAuliffe

Topics covered

• FP&A processes
• corporate finance
• budgeting
• AI in finance
• career progression
• procurement

Keywords

• Fannie Mae
• FP&A
• corporate finance
• AI
• budget cycle
• procurement
• profitability
• financial success

Mentioned in this episode

Organizations: Fannie Mae

Products: AI

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