This year’s FP&A Trends Survey draws on responses from 459 finance professionals across industries and regions and dives into the core elements that define modern Financial Planning and Analysis — from Integrated Financial Planning and Analysis and Scenario Management to data, technology, and team capabilities.

In an era of data overload and fast-evolving digital tools, traditional FP&A methods are no longer sufficient. This Insights Paper offers a practical roadmap for Analytical Transformation, showing how to harness data more effectively, implement modern analytics platforms, and build a culture where insights drive decision-making. Drawing on a decade of global research and real-world case studies, it explores why transformation efforts often stall — and how to make them succeed.

Integrating non-financial and financial data empowers FP&A teams to unlock predictive insights and elevate their strategic impact.

Scenario planning in FP&A requires strong data management — from building integrated models to ensuring data quality, transformation and timely access.

A strong data strategy is crucial for FP&A teams to ensure accurate, timely and meaningful insights, enabling better decision-making and strategic alignment.

Integrated FP&A thrives on effective data management — ensuring accuracy, consistency and automation to drive better financial insights and strategic decision-making.