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 this article, discover how agile scenario management transforms traditional FP&A by enabling continuous, integrated planning to better navigate uncertainty.

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

In this video, Milind Karnik, Head of FP&A at Citizens, shares how Scenario Planning builds resilience through events like COVID-19, the Great Recession, and interest rate shocks. He also makes a compelling case for planning not just for risks but also for unexpected successes.

FP&A teams have played a critical role in organisations for a long time. However, traditional FP&A is no longer sufficient. Economic volatility, shifting demographics, emerging technologies, and data overload demand a more agile, insight-driven FP&A. This paper explores what makes modern FP&A teams effective, outlines four essential layers to meet today’s business needs and provides practical steps to implement them.

A practical guide to Scenario Planning — understanding the ‘when’, ‘why’ and ‘how’ to make strategic decisions in uncertain business environments.