FP&A Insights

FP&A Insights 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 Insights

Financial Modelling: What is common between football and finance?
March 27, 2020

By Jack Xu, Founder at Modtris Financial Modeling

Jack Xu has worked in the financial market for over 20 years starting as a quant in interest rate modelling and derivatives pricing. He worked as trader, portfolio manager, and head of securitized products, focusing on the trading, structuring and modelling of multi-tranche products such as CMO, CLO and CDO until 2008. His work then shifted into Debt Capital Market and credit rating and his modelling focus shifted to corporates as whole. The lack of integrated cash flow models for corporates prompted Jack’s creation of Modtris, a modelling software that provides integrated modelling and projections on corporate.

Jack Xu's LinkedIn profile: https://www.linkedin.com/in/jack-xu-35abb7184/

This article will focus on is the modeling of a company as a whole, its consolidated future financial positions, incomes, growth and risks, as opposed to the detailed budgeting of one specific aspect of a company’s business, such as how to increase contract to sales conversion rate. 

Better Budgeting or Beyond Budgeting? An Analysis of Turkey’s Top 500 Industrial Companies
March 26, 2020

By Efe Can Tugbay, Business Analyst at SuzoHapp Netherlands

 

This article summarises the research conducted in Turkey’s top 500 industrial companies. The aim of the research was to test the criticisms towards Traditional Budgeting and to understand if Better and Beyond Budgeting approaches are desirable in the current environment.

Advice from a Football Manager about Budgets
March 25, 2020

By Karl Kern, Accountant / Lecturer / Writer

One of the characteristics people use to describe me is well-read which is appropriate because I enjoy reading material that covers a variety of fields.  One of the fields I cover is sports because it provides connections to finance. While covering sports I found material that represents a connection to budgets and the connection is the leadership style of a football manager, Jurgen Klopp.

ERP + FP&A = A seamless people experience
March 24, 2020

By Adam Kamal, Business Advisor FP&A

With extensive international experience of working with and advising business leaders within people-centric organizations. Adam is currently working at a leading technology company, as part of the FP&A business unit with a focus on service-focused organizations.

Adam is based in Stockholm. He has attended universities in the UK, Hong Kong and holds a Masters in Business Administration from Jönköping International Business School.

A Deloitte survey of 600 global finance leaders, as highlighted in CFO.COM, found that: "companies spent nearly half their time creating and updating reports, and just a fraction of that time devoted to uncovering insights in the data — insights that could prove vital to the business”. 

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