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What is FP&A

Challenges for the 21st Century FP&A: Sense-making and Storytelling

By Steve Morlidge, Business Forecasting thought leader, author of "Future Ready: How to Master Business Forecasting" and  "The Little Book of Beyond Budgeting" 

The London financial planning and analysis (FP&A) board recently held its first meeting of 2016, at which Steve Morlidge offered his insights on some of the challenges faced by practitioners in making sense of data and communicating it within organisations, and his ideas on how these shortcomings can be overcome. They will provide the basis for a forthcoming book ‘Present Sense’; a companion volume to his book on business forecasting ‘Future Ready’ which was published in 2012. 

A few decades ago everything seemed so straightforward. When it came to planning and controlling businesses annual budgets were the only show in town. Managing performance simply consisted of comparing financial outcomes to these budgets on a periodic basis and using variance analysis to understand where and how deviations in performance had come about, to help the business ‘get back on track’. In this simple world of plan, actual and variance, simple presentational devices such as tables displaying columns of numbers sufficed.

London FP&A Board: What Makes an Ideal FP&A Professional

By Neil Ainger, GTnews

Published first on and in December 2013

The inaugural full meeting of the London FP&A  Board confined itself to detailing the attributes required of an FP&A professional and the evening’s roundtable discussion produced a set of best practice recommendations detailing the necessary skills and mix of different personalities that should go into building a successful FP&A team.


Around the World, FP&A Goes by Many Names

In an interview to GTNews, Larysa Melnychuk, Managing Director at FP&A Trends group, shares her  knowledge on the current state of Financial Planning and Analysis in different countries.

Although it is becoming commonplace to refer to financial planning and analysis as FP&A, this is actually an American term and one that is still not widely used outside of the US.

It is true that around the world, FP&A goes by many names.

The 3rd FP&A Board in Geneva on the 7th of February 2017

The Geneva FP&A Board meeting is proudly sponsored by: Michael Page

The 3rd Geneva FP&A Board will take place on Tuesday 7th February 2017 and will discuss FP&A Analytical Transformation

Demétrio Magalhães, Raízen Trading Finance Director, will share his company's analytical case on Matrix Budgeting Implementation.

Meeting Details:

Date: Tuesday, 7 February 2017

Time: 6-30pm to 9-30pm

Meeting Venue: Page Group Office (Michael Page, Page Personnel & Page Executive), Quai de la Poste 12, 1205 Genève, 4th floor

Fredrik Hedlund, Senior Vice President Finance, Nielsen

Fredrik has been the finance leader of Nielsen’s “Growth Group”, consisting of 19 countries across the globe, since April 2016. Prior to this role, he was the European finance leader of Nielsen for six years.

Prior to joining Nielsen, he was employed by the General Electric Company where he held several senior finance leadership positions across the globe. Fredrik is a veteran of GEs financial management program. He has 19 years of experience in various finance roles.

Fredrik is a graduate of the London School of Economics.

FP&A Tags: 

London FP&A Board: Searching for a Single Truth

By Neil Ainger, GTnews


The search for a “single version of the truth” and how to “make FP&A a trusted business advisory unit to the boardroom … like an internal dynamic Harvard/MIT unit” were among key trends identified by  the London FP&A Board.

Present at the latest meeting of the board, which has already produced best practice guidelines on insight management techniques, job skills and data, while endorsing an FP&A Club guide to technology, were Naomi Hill, chief financial officer (CFO) at IBM UK & Ireland and Hans Gobin FP&A director at specialist pharmaceuticals group Norgine.

Other contributors to the debate on current FP&A trends were Frederik Reynaert, head of financial planning and reporting at Scotch whisky distiller William Grant & Sons and Julie Brown, director of finance at Cafcass – the UK’s children and family court advisory and support service. She was joined by public sector colleagues and heads of finance at National Health Service (NHS) units Jay Mehta and Joseph McElligott.