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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.

10 Principles for Driving Long-Term Value in FP&A Transformation
FP&A Transformation
December 10, 2020
FP&A Tags:
FP&A Transformation, FP&A Technology, FP&A KPI, FP&A Strategic Planning

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

This article explores how financial services businesses can guide investments in Financial Planning and Analysis (FP&A) design. It also provides recommendations on how to do so wisely and thoughtfully, and not rush through projects, which may necessitate re-investment later and consume valuable resources at a critical time.

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Swiss FP&A Board: From Traditional to Better and Beyond Budgeting
Beyond budgeting
December 10, 2020
FP&A Tags:
Planning and Budgeting, Beyond Budgeting

It is commonly agreed that the traditional budgeting process is time-consuming and costly. It rarely focuses on strategy and adds little value. Although traditional budgets have evolved over the years, they can hardly meet the challenges of the modern economic and business environment.

Read more
Hiring in FP&A: How to Get the Best People on Board
Hiring
December 9, 2020
FP&A Tags:
FP&A Team Building, FP&A Skills

By Matt Armstrong, Founder & CEO at Prevoira

Throughout my career, I have interviewed hundreds of candidates for dozens of roles, most of which were in FP&A. After evaluating the performance of these professionals personally, I was able to assess the qualities that either led them to their success or not, and it boiled down to three relatively straightforward criteria.

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FP&A Team Building: Insights from the Pan Australian FP&A Board
Team Building
December 8, 2020
FP&A Tags:
FP&A Team Building, FP&A Skills, FP&A Technology

How to build FP&A Teams from scratch? How modern technology can enhance team collaboration? What are the latest trends and developments in FP&A employment?

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Future Meetings

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The Face-to-Face Munich FP&A Board
The Face-to-Face Munich FP&A Board: Leading FP&A Change in the AI Era
Leading FP&A Change in the AI Era

September 22, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: FP&A Change Management in the Age of AI
FP&A Change Management in the Age of AI

August 26, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar FP&A Change Leadership: Driving Transformation in the Age of AI
Driving Decision Intelligence in the Age of AI

September 16, 2026

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