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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.

Read more

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Future Meetings

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  • In person
Toronto FP&A Board
Toronto FP&A Board
From Insight to Impact: FP&A Business Partnering in Action

March 5, 2026

New York FP&A Board
New York FP&A Board
Agile FP&A: Turning Myths into Practice

March 10, 2026

Chicago FP&A Board
Chicago FP&A Board: Beyond the Horizon: Top FP&A Trends of Tomorrow
Beyond the Horizon: Top FP&A Trends of Tomorrow

March 12, 2026

Seattle FP&A Board
Seattle FP&A Board: Dynamic Shift: Mastering Predictive Planning & Forecasting
Dynamic Shift: Mastering Predictive Planning & Forecasting

March 19, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar. FP&A Business Partnering in the Age of AI
Elevating FP&A Business Partnering Through AI

March 18, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar. The Winning Formula of Integrated FP&A
The Analytical Backbone of Integrated FP&A

March 31, 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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The Power of FP&A Storytelling
 
Agile FP&A: Turning Myths into Practice
 
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Creating Your Transformation Map with the FP&A Trends Maturity Model
 
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Beyond the Horizon: Top FP&A Trends of Tomorrow
 
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