In this article, the author compares a business story with a sports game, revealing that we cannot tell the same story to different data users. He also outlines the 8-step approach for converting your ambiguous spreadsheet into a story.
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
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.
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.
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.