Integrated FP&A involves harmonising the three levels of planning - Strategic, Financial and Operational levels. This is done both horizontally (cross-functional) and vertically (top-down and bottom-up), using integrated processes, people and platforms that connect all parts of the business. The case studies presented some real-world examples of implementing and applying integrated FP&A.
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Whether it’s financial reports, management analysis or updates to financial processes and systems, Agile approaches are becoming more attractive for Finance teams. When adopted successfully, organisations see improvements in quality, speed of delivery, and overall customer satisfaction.