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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-FPA-Toolbox-Measurement-Main
The FP&A Toolbox: Winning through Measurements that Influence
June 18, 2024
FP&A Tags:
Financial Planning and Analysis, Capital Planning

In this article, the author examines the FP&A's role in helping businesses win by measuring financial data and explores what should be measured. He also suggests how FP&A can help management balance the tug-of-war between profitability and innovation.

Read more
Matt-Poleski-Storytelling-Main
Flipping the Victims to Heroes
January 30, 2024
FP&A Tags:
FP&A Storytelling

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.

Read more
Matt-Poleski-Transforming-Data-Presentation-Main
Transforming Data Presentation to Compete with Artificial Intelligence
November 7, 2023
FP&A Tags:
AI in 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.

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Future Meetings

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The Face-to-Face Zurich FP&A Board
The Face-to-Face Zurich FP&A Board: Agile FP&A: Turning Myths into Practice
Agile FP&A: Turning Myths into Practice

May 6, 2026

The Face-to-Face Geneva FP&A Board
The Face-to-Face Geneva FP&A Board
Agile FP&A: Turning Myths into Practice

May 12, 2026

The Face-to-Face Munich FP&A Board
The Face-to-Face Munich FP&A Board
Dynamic Shift: Mastering Predictive Planning & Forecasting

May 21, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: Integrated FP&A in Action: Connecting People, Roles, and Decisions
Integrated FP&A in Action: Connecting People, Roles, and Decisions

April 22, 2026

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