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From Data to Real Insight as the Analytics Business Partner
Business Partnering
December 3, 2020

By Robert J. Zwerling and Jesper H. Sorensen, founders of the Finance Analytics Institute

The Authors

Robert J Zwerling and Jesper H Sorensen are the founders of the Finance Analytics Institute.

Mr. Zwerling is also Managing Director of Aurora Predictions, providing intuitive analytics with AI software for Finance and Operations.

Mr. Sorensen is also Senior Finance Director in a Fortune 100 technology company with a proven track record of advancing the analytics agenda.

To learn more about the Finance Analytics Institute please visit at www.fainstitute.com.

FP&A Tags:
FP&A Business Partnering, Data-Driven FP&A, Financial Planning and Analysis

Many Finance professionals have an incorrect perception of the word “insight”, but here is a simple way to validate if you provide insight or “just” data. Ask yourself, what decision a business can make based on the data you have provided? Insight is something valuable and not yet known by the business, but when known, the business uses it to make decisions that are data-driven.

Read more
The FP&A Trends Webinar: Empowering FP&A to Bridge the Strategy Gap
Strategic Planning
November 18, 2020
FP&A Tags:
FP&A Strategic Planning, Financial Planning and Analysis

For many organizations, the Strategy Gap is a major obstacle that systematically prevents businesses from truly maximizing their Strategic Planning efforts and sustainably creating value for their organization. 

Read more
P&L Management: Value-Based Pricing
value
November 18, 2020

By Alexander Antonov, Freelance Project Manager/ Associate Professor

FP&A Tags:
Financial Planning and Analysis, FP&A KPI, Profitability Analysis, FP&A Strategic Planning

Price is a strong lever of the company performance, which is often underestimated. Having mastered price management skills, the company gets a strong boost not only on top but also and mainly on the bottom line.

Read more
The Right Educational Qualification For an FP&A Career
Educational Qualification
November 10, 2020

By Kedar Kale, FP&A Manager at Hala

FP&A Tags:
Financial Planning and Analysis, FP&A Skills, FP&A Team Building

Most FP&A professionals have excellent educational qualifications beyond their undergrad degrees. I have often been asked what the right education for FP&A is. This article tries to bring some clarity. 

Read more
Digital FP&A: Deploying Artificial Intelligence for Planning
Artificial Intelligence
November 5, 2020
FP&A Tags:
Financial Planning and Analysis, AI in FP&A, FP&A Technology

We are entering the era of digital FP&A where human and artificial intelligence work hand in hand to achieve better analytical results.

Read more
6 Best Practice Tips for Building Great Financial Models
Financial Models
November 4, 2020

By Michael Zimmel, Senior Financial Professional

FP&A Tags:
Modelling and Forecasting, Financial Planning and Analysis, FP&A Skills

Financial models are crucial to the business but building them in Excel can be both complicated and frustrating. Setting up formulas and stipulating conditions takes time. And just when you think your model is water-tight, there is another error.

Read more

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Event Calendar

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Transforming FP&A Together: Human & AI Synergy
 
First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed
 
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Creating Your Transformation Map with the FP&A Trends Maturity Model
 
Mastering Data in FP&A: Turning Analytics into Strategic Advantage
 
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Creating Your Transformation Map with the FP&A Trends Maturity Model
 
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FP&A Storytelling in a Data-Driven World
 
From Insight to Impact: FP&A Business Partnering in Action
 
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All events for the year

Future Meetings

The Face-to-Face Copenhagen FP&A Board
The Face-to-Face Copenhagen FP&A Board Creating Your Transformation Map with the FP&A Trends Maturity Model

November 18, 2025

The Face-to-Face Riyadh FP&A Board: FP&A Storytelling in a Data-Driven World
The Face-to-Face Riyadh FP&A Board FP&A Storytelling in a Data-Driven World

November 24, 2025

The Face-to-Face Dubai FP&A Board: From Insight to Impact: FP&A Business Partnering in Action
The Face-to-Face Dubai FP&A Board From Insight to Impact: FP&A Business Partnering in Action

November 26, 2025

The FP&A Trends Webinar: FP&A 2026+: Top 5 Trends Through the AI Lens
The FP&A Trends Webinar Inside the Crystal Ball: Five Transformative Trends in FP&A in 2026 and Beyond

December 4, 2025

The Digital North American FP&A Circle
The Digital North American FP&A Circle Generative AI in FP&A: From Hype to Real Impact

December 9, 2025

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AI in FP&A
Data and Analytics
Data & Analytics
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ESG in FP&A
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FP&A Case Studies
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FP&A Research
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General
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Integrated FP&A
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People and Culture
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Process
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Technology

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