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

The Swiss FP&A Boards: Zero-Based Budgeting
March 5, 2019

By Tijana Balotic Truong, Commercial Finance and Performance Management Professional

In February 2019, the International FP&A Board held two meetings in Switzerland. The ninth Geneva FP&A Board and the eighth Zurich FP&A Board gathered more than 30 senior finance professionals each.

Scenario Planning and Modern FP&A
March 4, 2019
FP&A Tags:

By Tanbir Jasimuddin, Finance Director, Shared Services (Interim) at Slater and Gordon Lawyers, and Mitan Patel, International FP&A Professional at AMC Networks International UK​

Following on from the success of the 21st London FP&A Board, we had the pleasure of attending the 8th London FP&A Circle which shares the latest professional trends and developments with the UK FP&A community, open exclusively by invitation to senior and mid-level finance practitioners.

Who Should Own Enterprise Analytics?
February 27, 2019

By Nilly Essaides, Senior Research Director Finance/EPM at The Hackett Group 

Advanced analytics is fast becoming a core enterprise competency. Organizations slow to develop it risk falling behind competitors. Companies need quick and reliable insight into the current and future performance of their processes as well as the evolving needs of customers. Advanced analytics is no longer the purview of companies like Google or Amazon. It’s a critical competitive differentiator.

Using a Balance Sheet for Financial Planning
February 26, 2019

By Karl Kern, Accountant / Lecturer / Writer

Karl Kern has a BBA degree in Accounting from Temple University, and an MBA degree with a concentration in Finance from Babson College. After graduating from Temple University Karl started a career where he has established a reputation as a problem solver. Karl’s reputation as a problem solver is based on his ability to create as well as implement initiatives that have helped organizations increase revenues, decrease expenses, and improve cash flows.

Karl’s ability to create as well as implement initiatives is due to being a well-read individual with exceptional organizational skills and passion. It is Karl’s passion that guides him to improve the lives of not only himself but also those around him.

LinkedIn account: https://www.linkedin.com/in/karlhkern/

The purpose of a balance sheet is to describe the resources that a business has and how those resources were acquired.  This purpose is seen as an end result of financial planning but this purpose can be seen as a starting point of financial planning.