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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

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.

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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.

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

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