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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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      • Extended Planning & Analysis (xP&A)
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    • General
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    • Agile FP&A
    Agile Scenario Planning
    Reacting to Market Changes with Agile Scenario Planning
    11 March 2021 | 557
    Stéphane Bonutto

    By Stéphane Bonutto, CFO at Oerlikon Balzers

    While the economic environment is getting increasingly volatile, processes and tools are not always available
    Read more
    • Financial Planning and Analysis
    • Profitability Analysis
    sales
    P&L Management: Driving Net Sales and Improving Marginality
    25 February 2021 | 3,565
    Alexander Antonov

    By Alexander Antonov, Freelance Project Manager/ Associate Professor

    Using P&L as a map for the journey (see image 1 below), the first three
    Read more
    • FP&A Team Building
    • FP&A Skills
    • Financial Planning and Analysis
    fp&a department
    Six Conditions for Building a Successful FP&A Department
    23 February 2021 | 3,786
    In this article, I will share several challenges and dilemmas in building a strong FP&A
    Read more
    • FP&A Technology
    • Data Visualisation
    fp&a
    3 Things to Look for when Evaluating Software for FP&A
    17 February 2021 | 1,275
    douglas_yeung

    By Douglas Yeung, Senior Finance Director at Genesys

    When an organisation decides to invest in an FP&A software, there are three things to
    Read more
    • Financial Planning and Analysis
    • FP&A Strategic Planning
    • Planning and Budgeting
    planning
    Building Long-Term Planning with Dynamic FP&A
    11 February 2021 | 1,236
    Stéphane Bonutto

    By Stéphane Bonutto, CFO at Oerlikon Balzers

    Nearly all enterprises strive to significantly grow sales and income in their multiple-year business plan
    Read more
    • Planning and Budgeting
    • FP&A Predictive Analytics
    • FP&A Technology
    predictive planning
    2021 is the Year of Predictive Planning
    10 February 2021 | 3,098
    This article details the main benefits and drawbacks of predictive planning. It provides recommendations on
    Read more

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    Future Meetings

    • Digital
    • In person
    Toronto FP&A Board
    Toronto FP&A Board
    From Insight to Impact: FP&A Business Partnering in Action

    March 5, 2026

    New York FP&A Board
    New York FP&A Board
    Agile FP&A: Turning Myths into Practice

    March 10, 2026

    Chicago FP&A Board
    Chicago FP&A Board: Beyond the Horizon: Top FP&A Trends of Tomorrow
    Beyond the Horizon: Top FP&A Trends of Tomorrow

    March 12, 2026

    Seattle FP&A Board
    Seattle FP&A Board: Dynamic Shift: Mastering Predictive Planning & Forecasting
    Dynamic Shift: Mastering Predictive Planning & Forecasting

    March 19, 2026

    The FP&A Trends Webinar
    The FP&A Trends Webinar. FP&A Business Partnering in the Age of AI
    Elevating FP&A Business Partnering Through AI

    March 18, 2026

    The FP&A Trends Webinar
    The FP&A Trends Webinar. The Winning Formula of Integrated FP&A
    The Analytical Backbone of Integrated FP&A

    March 31, 2026

    The FP&A Trends Webinar
    The FP&A Trends Webinar: Integrated FP&A in Action: Connecting People, Roles, and Decisions
    Integrated FP&A in Action: Connecting People, Roles, and Decisions

    April 22, 2026

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    Elevating FP&A Business Partnering Through AI
     
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