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Richard Morris

Richard has over 15 years of expertise in Financial Planning and Analysis (FP&A) and enterprise performance management (EPM). His career spans in-house roles and management consulting and encompasses various private sector industries, including retail, FMCG, oil and gas, and mobile telecommunications. Richard has also gained exposure to the public sector at HM Treasury and the Department for Transport. Across all these roles, he has worked with senior finance leaders to implement initiatives that deliver cost savings and enhance the performance insights and support for strategic decision-making provided by finance.


In mid-2023 Richard embraced a portfolio career. He currently leverages his diverse industry and finance knowledge to run his own prime London residential property business, advises on financial strategy as a fractional CFO, and actively engages in speaking and writing about FP&A topics.

Author's Articles

Richard-Morris-4-Forecasting-Hacks-Main
Navigating Uncertainty: Techniques to Improve FP&A Forecasts
October 25, 2024
FP&A Tags:
Modelling and Forecasting, Driver Based Planning, Forecasting Quality

In this article, the author reveals four forecasting hacks that can help us enhance business value and transform our forecasts from a daunting task into a strategic advantage.

Read more
Richard-Morris-PPF-Main
Navigating the Future with Predictive Planning and Forecasting: Are You Ready?
July 18, 2024
FP&A Tags:
FP&A Predictive Analytics, Modelling and Forecasting, Data-Driven FP&A

In this article, the author outlines how implementing Predictive Planning and Forecasting can help FP&A professionals increase the value they add to their organisations. Moreover, we discuss how to overcome crucial challenges on the way to this approach.

Read more
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Event Calendar

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Transforming FP&A Together: Human & AI Synergy
 
First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed
 
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Creating Your Transformation Map with the FP&A Trends Maturity Model
 
Mastering Data in FP&A: Turning Analytics into Strategic Advantage
 
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FP&A Storytelling in a Data-Driven World
 
From Insight to Impact: FP&A Business Partnering in Action
 
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All events for the year

Future Meetings

The Face-to-Face Zurich FP&A Board: Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios
The Face-to-Face Zurich FP&A Board Transforming FP&A Together: Human & AI Synergy

November 4, 2025

The Digital Nordic & Benelux & UKI FP&A Circle: First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed
The Digital EMEA FP&A Circle First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed

November 5, 2025

The Face-to-Face Munich FP&A Board: Creating Your Transformation Map with the FP&A Trends Maturity Model
The Face-to-Face Munich FP&A Board Creating Your Transformation Map with the FP&A Trends Maturity Model

November 11, 2025

The FP&A Trends Webinar: Mastering Data in FP&A – Building Analytical Capabilities for Strategic Growth and Informed Decision-Making
The FP&A Trends Webinar Mastering Data in FP&A: Turning Analytics into Strategic Advantage

November 12, 2025

The Face-to-Face Copenhagen FP&A Board
The Face-to-Face Copenhagen FP&A Board Creating Your Transformation Map with the FP&A Trends Maturity Model

November 18, 2025

The Face-to-Face Riyadh FP&A Board: FP&A Storytelling in a Data-Driven World
The Face-to-Face Riyadh FP&A Board FP&A Storytelling in a Data-Driven World

November 24, 2025

The Face-to-Face Dubai FP&A Board: From Insight to Impact: FP&A Business Partnering in Action
The Face-to-Face Dubai FP&A Board From Insight to Impact: FP&A Business Partnering in Action

November 26, 2025

The FP&A Trends Webinar: FP&A 2026+: Top 5 Trends Through the AI Lens
The FP&A Trends Webinar Five Transformative Trends in Finance: How Advances in AI are Redefining FP&A in 2026 and Beyond

December 4, 2025

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