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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.

Becoming a Great FP&A Storyteller
fp&a
July 13, 2021
FP&A Tags:
FP&A Storytelling, FP&A Skills, Data Visualisation

By Simon Alexander, Director Business Change Europe at FedEx

Increasingly, FP&A’s most valued skill is turning data/facts into a story and putting these into context. However, there is generally too little focus on the actual art and science of storytelling, the primary tool in business partnering. This article on Storytelling will evolve around the three core elements of a good story – the narrative, visuals and data and cover how combining these allows FP&A to fulfil our goal in life of influencing change.

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Why Dashboards are a Powerful Tool in FP&A
fp&a
July 8, 2021
FP&A Tags:
FP&A KPI, FP&A Dashboards, FP&A Technology, Data-Driven FP&A

By Olga Rudakova, Finance Professional and Data Skills Trainer

The KPIs you choose to measure the performance of your business, the KPIs you use in traffic lights, and the gauges in your dashboards drive the efforts of your teams and shape your business. In this article, we explain the strategic role of dashboard design and how to set the right KPIs and benchmarks for your business.

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Ingredients for Success in an FP&A Implementation
fp&a
July 7, 2021
FP&A Tags:
FP&A Technology, FP&A Transformation

By Jawwad Rasheed, Former EY UK FP&A Lead for Financial Services

Successful implementation of an FP&A software requires clarity on the selected tools, delivery methodology and business benefits that the solution aims to deliver. The six considerations set out below aim to improve success for FP&A implementation.

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Financial Planning: Sources of Soft Data
fp&a
July 5, 2021
FP&A Tags:
Data-Driven FP&A, Planning and Budgeting, FP&A Strategic Planning

By Richard Reinderhoff, CFO/FP&A Expert and Independent Adviser

The financial numbers only show one side of the story. When FP&A professionals are presenting the complete story behind the numbers, soft data needs to be collected and incorporated. The big question is, what data and where is it?

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The FP&A Trends Webinar
The FP&A Trends Webinar: 2026 FP&A Trends Survey: Where AI Meets FP&A Reality
2026 FP&A Trends Survey: Where AI Meets FP&A Reality

July 8, 2026

The FP&A Trends Webinar
Designing an Effective FP&A Operating Model
Designing the FP&A Operating Model for the AI Era

July 9, 2026

The Digital North American FP&A Circle
From Analysis to Orchestration: How FP&A Is Evolving in the AI Era
From Analysis to Orchestration: How FP&A Is Evolving in the AI Era

July 16, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar From Reactive to Proactive FP&A: Real-Time Scenario Planning
From Reactive to Proactive FP&A: Real-Time Scenario Planning

July 21, 2026

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The Power of Driver-Based Planning in the Age of AI
 
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From Data Chaos to Clarity: Making FP&A Data Fit for AI
 
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Augmenting the Finance Function with AI
 
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