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Transforming Data Presentation to Compete with Artificial Intelligence
Matt-Poleski-Transforming-Data-Presentation-Main
November 7, 2023

By Matt Poleski, Northeast Region CFO at Gallagher

FP&A Tags:
AI/ML FP&A, Data-Driven FP&A

In this article, the author exemplifies why Artificial Intelligence is insufficient for analysing the data and providing insights. He illustrates it by giving an example of Simpson's Paradox, which AI could not handle without human input.

Read more
Why Is Life as a Strategic Advisor Tough? A Survival Guide Using the 5 FP&A Roles
Matt-Poleski-Survival-Guide-for-Strategic-Advisor-Main
July 4, 2023

By Matt Poleski, Regional CFO/Finance Director at Arthur J. Gallagher

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

This article discusses how to provide information in a way that facilitates strategic thinking, using the five common skills for building a winning FP&A team.

Read more
Why Scaling FP&A Is a Skill Your Team Should Have
Why Scaling FP&A Is a Skill Your Team Should Have
October 18, 2022

By Matt Poleski, the Regional CFO at Arthur J. Gallagher & Co.

FP&A Tags:
Planning and Budgeting, FP&A Team Building, FP&A Skills

By designing activities that lead to scale, we can achieve the necessary returns to capital and simultaneously create re-investment in the business that results in more fantastic career paths for employees. Financial planning and analysis professionals need to understand scaling to help with strategic recommendations to leaders.

Read more
Why Do Teamwork and Strategy Matter?
fp&a
September 20, 2022

By Matt Poleski, Regional CFO at Arthur J. Gallagher & Co

FP&A Tags:
Financial Planning and Analysis, FP&A Team Building

According to a McKinsey study, during the pandemic, about 50 percent of the companies in their research, "the outperformers", took advantage of the crisis, significantly increasing performance. At the same time, 50 percent saw no meaningful change. This article discusses what factors lead companies to outperformance and how Financial Planning and Analysis (FP&A) can help.

Read more
Winning as an FP&A Team: Gallagher Case Study
team
May 17, 2021

By Matt Poleski, CFO, Northeast and Mid-Atlantic Region at Arthur J. Gallagher & Co

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

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 optimise your FP&A team’s influence. This article will examine how Gallagher has set up its FP&A team to win. 

Read more
Where Are You in Your Career Cycle?
August 6, 2019

By Matt Poleski, CFO, Northeast and Mid-Atlantic Region at Arthur J. Gallagher & Co

FP&A Tags:
FP&A Skills, What is FP&A

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. 

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Matt Poleski

Matt PoleskiMatt 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

Matt-Poleski-Transforming-Data-Presentation-Main
Transforming Data Presentation to Compete with Artificial Intelligence
November 7, 2023
FP&A Tags:
AI/ML FP&A, Data-Driven FP&A

In this article, the author exemplifies why Artificial Intelligence is insufficient for analysing the data and providing insights. He illustrates it by giving an example of Simpson's Paradox, which AI could not handle without human input.

Read more
Matt-Poleski-Survival-Guide-for-Strategic-Advisor-Main
Why Is Life as a Strategic Advisor Tough? A Survival Guide Using the 5 FP&A Roles
July 4, 2023
FP&A Tags:
FP&A Team Building, FP&A Skills

This article discusses how to provide information in a way that facilitates strategic thinking, using the five common skills for building a winning FP&A team.

Read more
Why Scaling FP&A Is a Skill Your Team Should Have
Why Scaling FP&A Is a Skill Your Team Should Have
October 18, 2022
FP&A Tags:
Planning and Budgeting, FP&A Team Building, FP&A Skills

By designing activities that lead to scale, we can achieve the necessary returns to capital and simultaneously create re-investment in the business that results in more fantastic career paths for employees. Financial planning and analysis professionals need to understand scaling to help with strategic recommendations to leaders.

Read more
fp&a
Why Do Teamwork and Strategy Matter?
September 20, 2022
FP&A Tags:
Financial Planning and Analysis, FP&A Team Building

According to a McKinsey study, during the pandemic, about 50 percent of the companies in their research, "the outperformers", took advantage of the crisis, significantly increasing performance. At the same time, 50 percent saw no meaningful change. This article discusses what factors lead companies to outperformance and how Financial Planning and Analysis (FP&A) can help.

Read more

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Inside the Crystal Ball: Top Trends Shaping FP&A in 2024 and Beyond
 
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Five Critical Roles for Building a World-Class FP&A Team
 
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The FP&A Trends Webinar
The FP&A Trends Webinar Inside the Crystal Ball: Top Trends Shaping FP&A in 2024 and Beyond
December 6, 2023
Five Critical Roles for Building a World-Class FP&A Team
FP&A Trends Webinar Five Critical Roles for Building a World-Class FP&A Team
December 13, 2023

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