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FP&A Trends Insights Paper 2025. From Data to Decisions: Practical Steps for FP&A Analytical Transformation
FP&A Trends Insights Paper 2025. From Data to Decisions: Practical Steps for FP&A Analytical Transformation
June 16, 2025
FP&A Tags:
FP&A Analytics, Data-Driven FP&A, FP&A Transformation

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.

Read more
Why Does Your FP&A Team Need a Data Strategy?
Irina-Steenbeek-Data-Strategy
March 25, 2025

By Dr Irina Steenbeek, Founder of 'Data Crossroads'

FP&A Tags:
Data-Driven FP&A, FP&A Analytics

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

Read more
Why Should We Embrace Analytics?
Ron-Monteiro-Analytics-Main
October 10, 2024

By Ron Monteiro, Speaker, Facilitator and Coach at Clear Concept Inc.

FP&A Tags:
FP&A Analytics, FP&A Technology

In this article, the author outlines why we have to move beyond Excel and what benefits the new tech stack may bring us to allow for real-time planning, better insights, and enhanced collaboration with modern tools.

Read more
A Step-by-Step Approach to Analytical Transformation
A Step- by-Step Approach to Analytical Transformation by Pedro Thena
February 9, 2024
FP&A Tags:
FP&A Analytics, FP&A Change Management

In this video, Pedro Thena, VP Finance Global CFO - HPS at Honeywell, discusses a Step-by-Step Approach to Analytical Transformation.

He also shares a real-life example of how people, processes and technology can shape change and the example of an analytical ecosystem to adapt to it.

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Shared Service to COE Transformation – A Working Model
Durga-Srinivas-Perisetti-Shared-Service-Center-Main
October 31, 2023

By Durga Srinivas Perisetti, Director of FP&A and Operations Analytics at Juniper Networks

FP&A Tags:
FP&A Transformation, FP&A Case Studies, FP&A Analytics, FP&A Team Building, Data-Driven FP&A, Modelling and Forecasting

This article provides a working model for businesses eager to transform a typical volume-intensive, cost-focused Shared Service Centre into a value-oriented COE. It also provides the reader with a detailed overview of the differences between these notions, a practical example of such a project and critical factors to consider before driving this transformation.

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Analytics Scorecard for the Right KPIs to Increase Performance
Lawrence-Maisel-Analytics-Scorecard-Main-Cropped
August 15, 2023

By Lawrence (Larry) Maisel, President at DecisionVu and Robert J. Zwerling, Managing Director at Finance Analytics Institute

FP&A Tags:
FP&A Analytics, FP&A KPI, AI/ML FP&A

In this article, we discuss how using Strategy Maps with AI-enabled analytics becomes an excellent technique for visually elucidating strategic objectives with the corresponding KPIs, forming financial and operational metrics, and highlighting their interdependences with the help of an Analytics Scorecard™.

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Event Calendar

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The Unseen Cultural Shifts: Practical AI Case Study
 
Data Mastery in FP&A: Sharper Analytics, Smarter Decisions
 
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Making FP&A Teams Fit for the Future
 
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From Insight to Impact: FP&A Business Partnering in Action
 
Unlocking FP&A Analytical Transformation
 
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Transforming FP&A with AI: Maturity, Impact, and Future Roles
 
Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
 
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All events for the year

Future Meetings

The FP&A Trends Webinar How AI is shaping the future of Financial Planning & Analysis (FP&A)
The FP&A Trends Webinar Transforming FP&A with AI: Maturity, Impact, and Future Roles

June 25, 2025

The Face-to-Face Sydney FP&A Board
The Face-to-Face Sydney FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

June 26, 2025

The Face-to-Face Singapore FP&A Board: Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
The Face-to-Face Singapore FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

July 8, 2025

Webinar: FP&A Trends Survey 2025
The FP&A Trends Webinar 2025 FP&A Trends Survey: Benchmarks, Priorities, and Best Practices

July 9, 2025

Face-to-Face Oslo FP&A Board
The Launch of the Oslo FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

September 16, 2025

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