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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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    Connagh-Hopkins-Finding-the-Right-Mix-of-People-Main
    Finding the Right Mix of People
    2 July 2024 | 477
    fp&a

    By Connagh Hopkins, Head of Business Planning and Reporting at Western Power, Perth FP&A Board Ambassador

    In this article, the author exemplifies how to find and train the right people to

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    • FP&A Dashboards
    • Data Visualisation
    • Data-Driven FP&A
    • FP&A KPI
    Douglas-Yeung-FPA-Dashboards-Main
    FP&A Dashboards: How to Develop and Automate Them
    27 June 2024 | 1,321
    douglas_yeung

    By Douglas Yeung, former Director of Business Operations at 8x8

    This article explores frameworks for developing FP&A dashboards and tells us how FP&A professionals can

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    • FP&A Business Partnering
    • FP&A Skills
    Kristina-Bow-Empathy-in-Business-Partnering-Main
    How to Develop Empathy as an Essential Skill for FP&A Business Partnering
    25 June 2024 | 444
    Kristina Bow

    By Kristina Bow, Senior Director of FP&A at Optum

    In this article, the author exemplifies the importance of empathy in Business Partnering by referring

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    • Capital Planning
    • AI in FP&A
    Liping-Qi-Capital-Planning-Main
    Capital Planning: The Past and the Future
    20 June 2024 | 414
    Liping-Qi

    By Liping Qi, CFO at MicroSurgical Technology

    In this article, the author speculates on the evolution of capital planning and outlines how

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    • Financial Planning and Analysis
    • Capital Planning
    Matt-Poleski-FPA-Toolbox-Measurement-Main
    The FP&A Toolbox: Winning through Measurements that Influence
    18 June 2024 | 344
    Matt Poleski

    By Matt Poleski, NorthEast Region CFO at Arthur J. Gallagher

    In this article, the author examines the FP&A's role in helping businesses win by measuring

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    • FP&A Transformation
    • FP&A Case Studies
    • FP&A Maturity Models
    • FP&A Team Building
    • FP&A People
    Rudie-van-Dijk-Transformation-Maturity-Model-Main
    Case Study: How To Transform Your FP&A Team and Move Towards Advanced FP&A
    13 June 2024 | 1,632
    Rudie van Dijk

    By Rudie van Dijk, Group FP&A Director at TIP Group

    This article offers food for thought on transforming a team towards Advanced FP&A using the

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    Bridging Today and Tomorrow: FP&A's Strategic Adoption of Present and Future AI Capabilities
     
    Inside the Crystal Ball: Five Transformative Trends in FP&A in 2026 and Beyond
     
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