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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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    • FP&A Strategic Planning
    Ron-Monteiro-Strategic-Planning-Main
    World-Class Strategic Planning as the Basis for All Organisational Planning
    19 October 2023 | 226
    Ron Monteiro

    By Ron Monteiro, Speaker, Facilitator and Coach at Clear Concept Inc.

    This article will define Strategic Planning and provide a demonstrative rationale to make it a

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    • AI in FP&A
    • FP&A Technology
    • Modelling and Forecasting
    Stylianos-Kampakis-AI-Applications-Main
    Applications of AI for Financial Planning and Analysis (FP&A)
    17 October 2023 | 8,959
    Stylianos-Kampakis

    By Dr Stylianos Kampakis, CEO at the Tesseract Academy

    In this article, the author talks about two of the most prominent applications of AI

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    • Extended Planning & Analysis (xP&A)
    • FP&A Transformation
    Larysa-Melnychuk-Kedar-Kale-Three-Steps-to-XPA-Main
    Three Steps to Drive xP&A Transformation
    12 October 2023 | 1,061
    larysa

    By Larysa Melnychuk, CEO of the FP&A Trends Group, and Kedar Kale, MENA FP&A at Amazon

    In this article, the authors provide a clear perspective on how FP&A teams should drive

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    • FP&A Scenario Planning
    • Modelling and Forecasting
    Christopher-Thomas-Scenario-Planning-Main
    Scenario Planning for Financial Forecasts: an Invaluable Tool for Navigating Uncertainty
    10 October 2023 | 1,907
    Christopher-Thomas

    By Christopher Thomas, Founder of the "Blue Oak Consulting"

    In this article, we will explore why and how Scenario Planning can significantly benefit financial

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    • FP&A Storytelling
    • Data Visualisation
    • FP&A Skills
    Mohamed-El-Rouby-Data-Storytelling-Main
    Data Storytelling: The Most Important Things to Keep in Mind
    5 October 2023 | 1,586
    elrouby

    By Mohamed El-Rouby, CFO Middle East Africa and Global Commercial Finance Lead at Pharmanovia

    In this article, the author shares the essentials of compelling data storytelling and provides several

    Read more
    • Planning and Budgeting
    Ken-Fick-Shadow-Budget-Main
    The Shadow Budget: A Secret Weapon for FP&A Professionals
    3 October 2023 | 2,458
    ken_fick

    By Ken Fick, CFO/FP&A Advisor at FPAexperts

    In this article, the author outlines the concept of a shadow budget and emphasises 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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