What does winning as an FP&A Team mean? A common problem for the FP&A team occurs when the information provided is not used or valued in the decision-making process. Setting up the FP&A team correctly will help alleviate this problem and optimize your FP&A team’s influence. This article will examine how Gallagher has set up its FP&A team to win.
August 6, 2019
Most people are familiar that all businesses go through a life cycle – establishment to start up, startup to growth, growth to maturity, and then finally into decline. Similar to companies, careers have a lifecycle as well.
June 11, 2019
One of my favorite sayings is – “if you say it enough times, it becomes true”. Within my organization, I’ve heard many sayings I know are simply not true that become believed.
May 22, 2019
Each function has strategic insight that can benefit senior management with their unique perspective. While this is true, there are only so many seats at the table, and each organization functions differently.
October 29, 2018
Recent trends in FP&A have been to focus on data analytics and driver-based planning to provide better information for business leaders to make decisions. An often-overlooked challenge in transforming financial planning and analysis is the FP&A team’s structure and resource alignment. This article examines how we are transforming the people part of FP&A.
Matt Poleski
Matt Poleski has worked for numerous international companies in his career including Gallagher, Sara Lee, and KPMG. Matt specializes in coupling financial planning and analysis with mergers integration and organization structure.
Matt has an MBA from the University of Chicago Booth School of Business, a B.S. in Accountancy and Psychology from the University of Illinois. Matt also is a Certified Public Accountant.
Author's Articles
May 17, 2021
What does winning as an FP&A Team mean? A common problem for the FP&A team occurs when the information provided is not used or valued in the decision-making process. Setting up the FP&A team correctly will help alleviate this problem and optimize your FP&A team’s influence. This article will examine how Gallagher has set up its FP&A team to win.
August 6, 2019
Most people are familiar that all businesses go through a life cycle – establishment to start up, startup to growth, growth to maturity, and then finally into decline. Similar to companies, careers have a lifecycle as well.
June 11, 2019
One of my favorite sayings is – “if you say it enough times, it becomes true”. Within my organization, I’ve heard many sayings I know are simply not true that become believed.
May 22, 2019
Each function has strategic insight that can benefit senior management with their unique perspective. While this is true, there are only so many seats at the table, and each organization functions differently.