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FP&A Articles

FP&A Articles is a collection of useful case studies from leading international companies and thought leadership insights from FP&A experts. We aim to help you keep track of the best practices in modern FP&A, recognise changes in the ever-evolving world of financial planning and analysis and be well equipped to deal with them.

Stay tuned for more blogs and articles from great authors.

FP&A Articles
    • AI in FP&A
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    • Financial Planning and Analysis
    • FP&A Skills
    • What is FP&A
    The Essential Skill Set: What is the Role of FP&A?
    16 March 2018 | 17,538
    Amarendra-Kumar

    By Dr. Amarendra Kumar, Global Account Finance Advisor at DXC Technology

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    Dr. Amarendra Kumar is currently working in Pyramid IT Consulting Inc, as a General Manager (Finance) and heading profile of Financial Planning,   Analysis & Management Reporting.

    There is evidence that FP&A interest is growing fast. Each and every day, CFOs feel

    Read more
    • Data Visualisation
    • FP&A Storytelling
    The Most Useful Graph Ever
    13 March 2018 | 15,909
    randall

    By Randall Bolten, longtime Silicon Valley CFO, author of "Painting with Numbers: Presenting Financials and Other Numbers So People Will Understand You,” and adjunct professor at U.C. Berkeley Extension​

    RANDALL BOLTEN grew up in Washington, D.C., the son of a CIA intelligence officer and a history professor. He is passionate about the importance of presenting financials and other numerical information in a cogent and effective way, and in his current life is the author of Painting with Numbers: Presenting Financials and Other Numbers So People Will Understand You (John Wiley & Sons, 2012).

    He is a seasoned financial executive, with many years directing the financial and other operations of high-technology companies. His experience includes nearly twenty years as a chief financial officer of software companies.

    He has held the CFO position at public companies BroadVision and Phoenix Technologies, and at private companies including Arcot Systems, BioCAD, and Teknekron. Before his CFO positions, he held senior financial management positions at Oracle and Tandem Computers.

    He received his AB from Princeton University, headed west to earn an MBA at Stanford University, and ended up staying in Silicon Valley. 

    In addition to writing Painting with Numbers, he currently operates Lucidity, a consulting and executive coaching practice focused on organizing and presenting complex financial information. He divides his work time between Glenbrook, NV and Washington, DC, and maintains an office in Menlo Park, CA.

    Well-designed incentive compensation plans – especially sales commission plans – are an incredibly powerful way

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    • Modelling and Forecasting
    • Financial Planning and Analysis
    • Forecasting Quality
    • Data-Driven FP&A
    Demand Forecasting is Mostly About Data Exploration
    9 March 2018 | 724
    hans_levenbach

    By Hans Levenbach, PhD, CPDF author of Change & Chance Embraced

    As most forecasting methods require data, a forecaster analyzes the availability of data from both

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    • FP&A Business Partnering
    FP&A – Just for Budget Time?
    6 March 2018 | 578
    simone-collins

    By Simone da Silva Collins, Senior Financial Analyst at Sony

    Simone da Silva Collins is an FP&A professional working in The Warranty Group, one of the world's premier global providers of warranty solutions and related benefits.

    She provides business partnering and assists in development of MI to operations heads at TWG. Prior to joining TWG, she was the Finance Manager at Polycom (taken private by private equity firm Siris Capital Group) and provides business partner support to various departments in EMEA. She was previously the Group Finance Analyst supporting the Executive Team at Intec (now part of CSG), a provider of Business Support System (BSS) software and related services, primarily for the telecommunications industry. She also worked for Telewest (now part of Virgin Media) for over 7 years providing commercial and financial support to the Interconnect team.

    Simone is originally from Macau in SE Asia. She gained her Masters at Manchester Business School. In addition to being ACCA qualified, Simon has also achieved FP&A accreditation.

    FP&A does not work in the finance silo of providing backward looking analysis of what

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    • Forecasting Quality
    • Risk-Adjusted Planning
    • Financial Planning and Analysis
    • Modelling and Forecasting
    How to Manage Forecasting Risk?
    4 March 2018 | 9,930
    john-strech

    By John Stretch,  MD at Stretch Business Training

    In an uncertain and fast-changing world, line managers need to be made aware of the

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    • Financial Planning and Analysis
    • What is FP&A
    • FP&A Skills
    Around the World, FP&A Goes by Many Names
    28 February 2018 | 2,580

    Although it is becoming commonplace to refer to financial planning and analysis as FP&A, this

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    Bridging Today and Tomorrow: FP&A's Strategic Adoption of Present and Future AI Capabilities
     
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