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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.

From FP&A Professional to CFO
FP&A-CFO
June 3, 2020
FP&A Tags:
FP&A Skills, Financial Planning and Analysis, What is FP&A

By Ron Monteiro, Corporate (Senior) Director of Finance at Kruger Products L.P.

Do you aspire to be the Chief Financial Officer of Google, Microsoft, Tesla or any other organization? I interviewed three Executives including two former CFOs to get their advice. These business leaders all spent several years in FP&A and credit this time as a critical experience in their ascent to the leadership positions that they eventually earned and thrived in.

Read more
Cash is King: Why is This Important?
cash
June 2, 2020
FP&A Tags:
Cash Planning, Financial Planning and Analysis

By Anand Soni, Senior Finance and Commercial Professional

In spite of knowing that cash is critical for success, how many businesses and various teams actually do everything to ensure a good cash management process? This article will explore how companies can improve this process and accumulate cash.

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The 8 C’s for Professional FP&A. Part 2
professional fp&a
May 28, 2020
FP&A Tags:
Financial Planning and Analysis, What is FP&A, FP&A Skills

By Amrish Shah, CFO at Metabolic

At a time when finance is being challenged to add more value, getting the right attitude and mindset becomes critical to attract finance talent that is fit for purpose. This article zooms in on two important qualities of a good FP&A professional – Challenging and Compassionate.

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Why 3-Statement Forecasting is not Enough
Statement Forecasting
May 27, 2020
FP&A Tags:
Planning and Budgeting, Forecasting Quality, Cash Planning

By Jack Xu, Founder of "Modtris Financial Modelling and Simulation"

A forecast that simply assigns future values based on prior experiences is not a model. In this article, I elaborate on the meaning of specifying the cause of change by showing why 3-statement forecasting is not enough for FP&A.

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Future Meetings

Face-to-Face Oslo FP&A Board
The Launch of the Oslo FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

September 16, 2025

Register for FP&A Trends Webinar: Five Essential FP&A Team Roles that Power Strategy and Transformation
The FP&A Trends Webinar Five Roles Every High-Performing FP&A Team Needs

September 17, 2025

Register The Digital North American FP&A Circle: The Winning Formula for FP&A Storytelling
The Digital North American FP&A Circle FP&A Storytelling: Craft Stories That Influence and Impact

September 24, 2025

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