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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
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    • Modelling and Forecasting
    • Financial Planning and Analysis
    Applied Corporate Financial Modeling
    16 February 2018 | 6,369

    During the recent years, the level of detail and precision which financial modeling in the

    Read more
    • Financial Planning and Analysis
    Corporate FP&A Done Right
    15 February 2018 | 966
    carl_seidman

    By Carl Seidman, Principal at Seidman Financial

    When companies put greater weight on what the numbers mean, they often rely more heavily

    Read more
    • Financial Planning and Analysis
    • Planning and Budgeting
    • Zero-Based Budgeting (ZBB)
    Has Zero-Based Budgeting Been Given a Second Life?
    8 February 2018 | 1,261
    tedesco

    By Daniele Tedesco, CEO at Apliqo and MD DACH Region at Cubewise

    As the year slowly draws to a close, CFOs also start their annual haggling over

    Read more
    • Corporate Performance Management (CPM)
    • FP&A Technology
    Exceptional EPM/CPM Systems are an Exception
    8 February 2018 | 2,764
    gary_cokings

    By Gary Cokins, Founder and CEO: Analytics-Based Performance Management LLC

    I like to think of the various EPM/CPM methods as an analogy of musical instruments

    Read more
    • Financial Planning and Analysis
    • Data Visualisation
    • FP&A Skills
    FP&A Data Vizualization: Showcase Your Critical Thinking Skills!
    31 January 2018 | 856
    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.

    You will be considered a great FP&A professional only if you can communicate clearly, effectively

    Read more
    • Financial Planning and Analysis
    • FP&A People
    • FP&A Team Building
    • FP&A Skills
    I Hear You Want to be an FP&A Professional. Well, Then You Need….
    30 January 2018 | 3,471
    amrish_shah

    By Amrish Shah, CFO at Metabolic

     What does it take to become a good or even great FP&A professional?

    The article

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