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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-Motivated-Teams-Given-Budget
1+1=3 Budgets: How to Get the Most Motivated Teams for a Given Budget
January 16, 2025
FP&A Tags:
Planning and Budgeting, FP&A Team Building

The article highlights how treating budgeting as a strategic advisory tool rather than an accounting exercise can align teams, inspire excellence and drive meaningful financial outcomes.

Read more
Matt-Poleski-Forecasting-Main
The Truth about Forecasting: Why Sometimes We’re Right, But More Times We’re Wrong
September 26, 2024
FP&A Tags:
Modelling and Forecasting

In this article, the author reveals how FP&A teams can help businesses with forecasts. He reflects on Nate Silver's book "The Signal and The Noise" and tells us a few takeaways on becoming a better forecaster.

Read more
Matt-Poleski-Organisational-Health-Main
How FP&A Supports Organisational Health
August 15, 2024
FP&A Tags:
Financial Planning and Analysis, FP&A Team Building

In this article, the author explains how FP&A teams can help us support organisational health. The author outlines how this can be achieved through a deep-dive into the four disciplines stated in Patrick Lencioni's book "The Advantage".

Read more
Matt-Poleski-Bush-Vail-Balance-Main
How FP&A Teams Can Use the Bush-Vail Rules to Drive Innovation
July 16, 2024
FP&A Tags:
Financial Planning and Analysis, FP&A Team Building

This article discusses how FP&A teams can help our organisations measure information that balances the trade-offs between profitability and innovation. The author tells us how to achieve the Bush-Vail balance when building an FP&A department.

Read more

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Augmenting the Finance Function with AI

June 24, 2026

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The FP&A Trends Webinar: 2026 FP&A Trends Survey: Where AI Meets FP&A Reality
2026 FP&A Trends Survey: Where AI Meets FP&A Reality

July 8, 2026

The FP&A Trends Webinar
Designing an Effective FP&A Operating Model
Designing the FP&A Operating Model for the AI Era

July 9, 2026

The Digital North American FP&A Circle
From Analysis to Orchestration: How FP&A Is Evolving in the AI Era
From Analysis to Orchestration: How FP&A Is Evolving in the AI Era

July 16, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar From Reactive to Proactive FP&A: Real-Time Scenario Planning
From Reactive to Proactive FP&A: Real-Time Scenario Planning

July 21, 2026

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The Power of Driver-Based Planning in the Age of AI
 
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From Data Chaos to Clarity: Making FP&A Data Fit for AI
 
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