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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.

COVID-19: Finance Leadership Framework to Establish Long-Term Financial and Operational Resilience
Finance Leadership Framework
May 12, 2020
FP&A Tags:
Financial Planning and Analysis, FP&A Skills, FP&A Business Environment

By Harish Maheshwari, Finance and Strategy Manager at Texas Instruments

Taking into account the current pandemic situation, what can FP&A do to establish the organization’s long-term financial and operational resilience? In this article, you will find a framework that could help you transform challenges into opportunities.

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FP&A Meeting Etiquette
Meeting Etiquette
May 7, 2020
FP&A Tags:
FP&A Skills, FP&A People, FP&A Team Building

By Andrew Jepson, Founder and CEO at theFBPteam.com

As FP&A Professionals we spend a lot of time in meetings. A quick review of your Outlook - and you will barely find a day that is not filled with at least one meeting. In this article, you will find 3 rules that can help to ensure an effective meeting and allow the relevant decisions to be made and actions to be taken.

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A Budget Begins with a Value Proposition
A Budget Begins with a Value Proposition
May 6, 2020
FP&A Tags:
Financial Planning and Analysis, Planning and Budgeting

By Karl Kern, Accountant / Lecturer / Writer

A company exists in order to improve the well-being of its stakeholders. Achieving this task is based on the ability of a company to connect with its customers. How a company connects with its customers is through a value proposition.  

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Rolling Forecast – a Small Step Towards the Future
Rolling Forecast
May 5, 2020
FP&A Tags:
Planning and Budgeting, Rolling Forecast, Modelling and Forecasting, Beyond Budgeting

By Simone da Silva Collins, Senior Financial Analyst at Sony

We often hear organisations hail the move from traditional annual budgeting to rolling forecast as a great improvement. However what makes rolling forecast great? Is rolling forecast the answer to ease the pain of budgeting? This article explores what rolling forecast is, it’s pros and cons, some best practice times and if rolling forecast can ease the pain of budgeting.

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2026 FP&A Trends Survey: Where AI Meets FP&A Reality
 
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From Analysis to Orchestration: How FP&A Is Evolving in the AI Era
 
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