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FP&A Trends Insights Paper 2025. Five Essential FP&A Team Roles that Power Strategy and Transformation
"Five Essential FP&A Team Roles that Power Strategy and Transformation" Coverpage
May 26, 2025
FP&A Tags:
FP&A Team Building, FP&A People, FP&A Skills, FP&A Business Partnering

This paper revisits five key FP&A roles: the Architect, the Analyst, the Data Scientist, the Data Storyteller, and the Influencer, which were first introduced in our 2021 research paper. We explore how these roles have evolved, their impact on Business Partnering, and how they will adapt to new challenges and technologies. 

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Transforming Finance: Culture, Mindset, and Behavior
Transforming Finance: Culture, Mindset, and Behavior
January 14, 2025
FP&A Tags:
FP&A People, FP&A Transformation

In this video, Valerie Martin, Senior Finance Director, Go To Market at Autodesk and San Francisco FP&A Board Ambassador, shares how she transformed finance teams by prioritising culture, mindset, and behaviour change.

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FP&A Team – Finding the Right Mix
FP&A Team – Finding the Right Mix
November 22, 2024
FP&A Tags:
FP&A People

Connagh Hopkins, Head of Business Planning and Reporting at Western Power, shares her insights on steering finance teams through significant change in Australia's utilities sector. Discover insights from Connagh's experience and strategies for building a great FP&A team in this video.

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Business Leader Interpersonal Fundamentals for Finance Professionals
Michael-Gordon-Leadership-Main
November 7, 2024

By Michael Gordon, Senior Director Finance - Penguin Computing at Penguin Solutions

FP&A Tags:
FP&A Skills, FP&A People

In this article, the author provides a simple and concise starter guide for developing a foundation of leadership skills.

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Five Critical Roles for FP&A​
Five Critical Roles for FP&A​
October 31, 2024
FP&A Tags:
FP&A Team Building, FP&A People

What does it take to build a world-class FP&A team? In this video, Natasha Rathee, SVP, Head of Finance at Bluerock Therapeutics (a division of Bayer), answers this question and shares her experiences on building and leading FP&A Teams.

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Mindset Shift: How to Transform FP&A Leadership to Deliver Increased Effectiveness
Brian-Stickles-FPA-Leadership-Main
October 3, 2024

By Brian Stickles, Senior Principal, Research at Gartner

FP&A Tags:
FP&A People, FP&A Business Partnering, FP&A Skills, FP&A Transformation, FP&A Technology

In this article, the author outlines why modern FP&A leaders have to embrace more technology-centric vision and reveals how we can do so.

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Mindset Shift: How to Transform FP&A Leadership to Deliver Increased Effectiveness
Brian-Stickles-FPA-Leadership-Main

By Brian Stickles, Senior Principal, Research at Gartner

FP&A Tags:
FP&A People, FP&A Business Partnering, FP&A Skills, FP&A Transformation, FP&A Technology

In this article, the author outlines why modern FP&A leaders have to embrace more technology-centric vision and reveals how we can do so.

Read more
Finding the Right Mix of People
Connagh-Hopkins-Finding-the-Right-Mix-of-People-Main

By Connagh Hopkins, Head of Business Planning and Reporting at Western Power, Perth FP&A Board Ambassador

FP&A Tags:
FP&A People, FP&A Team Building, FP&A Case Studies

In this article, the author exemplifies how to find and train the right people to build the best-in-class FP&A team. She illustrates it with examples from her practical experience at Western Power.

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Effective FP&A Partnership: Walking the Walk
Garrett-Dennie-Partnership-Model-Main

By Garrett Dennie, CFO at Knix

FP&A Tags:
Collaborative FP&A, FP&A People

In this article, the author reveals the essence of a true FP&A Partnership Model. He also outlines the difference between a COE model and a true Partnership Model and the hurdles we may face when establishing it.

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From Number Crunchers to Navigators: How Business Adversity Can Develop Multiple FP&A Personalities
Garrett-Dennie-Multiple-FPA-Personalities-Main

By Garrett Dennie, CFO at Knix

FP&A Tags:
FP&A Team Building, FP&A People

In this article, the author covers the evolution that FP&A has undergone and outlines why it’s crucial to build an FP&A team consisting not only of Analysts.

Read more
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Event Calendar

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The Unseen Cultural Shifts
 
Mastering Data in FP&A: Smarter Analytics, Better 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 Face-to-Face London FP&A Board: Data Management & Analytics: Unlocking FP&A Value
The Face-to-Face London FP&A Board Mastering Data in FP&A: Smarter Analytics, Better Decisions

June 5, 2025

FP&A Trends Webinar The Evolving Role of FP&A: From Number Cruncher to Strategic Advisor
The FP&A Trends Webinar Making FP&A Teams Fit for the Future

June 11, 2025

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

June 17, 2025

FP&A Trends Webinar Practical Steps for FP&A Analytical Transformation.
The FP&A Trends Webinar Unlocking FP&A Analytical Transformation

June 18, 2025

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

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