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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.

Preparing for Future in Finance in a Digitalized World
November 29, 2018
FP&A Tags:
Digital FP&A, Financial Planning and Analysis, FP&A Skills, FP&A Technology

By Siva Raj Jeyarajah, Executive Vice President at Maybank

Siva Raj Jeyarajah is based in Kuala Lumpur, Malaysia, and is the Head of the Finance, Methods and Risk Management Department of Maybank’s Group Operations Division. Siva Raj is a qualified Accountant and holds the ACCA qualification and the CPA certification, including a BSc (Hons) from the National University of Malaysia. He is also a member of the Malaysian Institute of Accountants (MIA) and a fellow of the Association of Chartered Certified Accountants (UK).

Siva Raj joined Maybank in 1995, starting off his career as a Graduate Trainee in Maybank at the Branch, after which he went on assuming roles in Management Reporting, Business Planning, Financial Analysis, Data warehousing and Business Intelligence in various Divisions within Maybank Group. Siva Raj had also represented Maybank on the Supervisory Board of their associate company, Uzbek Leasing International in Uzbekistan, in 2013.

Siva Raj Jeyarajah's LinkedIn account: www.linkedin.com/in/siva-raj-jeyarajah-4a9443a4/

There’s a lot of buzz nowadays with regards to digitalization and how we all need to be ready for significant changes in our working environment and businesses.

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Who Are the Animals of FP&A?
November 28, 2018
FP&A Tags:
What is FP&A, Financial Planning and Analysis, FP&A Team Building, FP&A People

By Gary Cokins,  Founder of Analytics-Based Performance Management

Gary Cokins (Cornell University BS IE/OR, 1971; Northwestern University Kellogg MBA 1974) is an internationally recognized expert, speaker, and author in advanced cost management and enterprise performance and risk management systems. He is the founder of Analytics-Based Performance Management LLC, an advisory firm located in Cary, North Carolina at www.garycokins.com .

He began his career in industry with a Fortune 100 company in CFO and operations roles. He then worked 15 years in consulting with Deloitte, KPMG, and EDS. From 1997 until recently Gary was a Principal Consultant with SAS, a leading provider of enterprise performance management and business analytics and intelligence software.

His two most recent books Performance Management: Finding the Missing Pieces to Close the Intelligence Gap (ISBN 0-471-57690-5) and Performance Management: Integrating Strategy Execution, Methodologies, Risk, and Analytics (ISBN 978-0-470-44998-1). Mr. Cokins can be contacted at gcokins@garycokins.com .

LinkedIn account: www.linkedin.com/pub/gary-cokins/0/15a/949

 

Ever notice how the personalities and dispositions of animals often resemble humans'? An organisation’s pursuit of adopting FP&A involves personalities of all types. How are they like the creatures that populate our planet? Here is a zoology of analogous types of employees that you might recognise. 

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Creating a Budget from Answers to Three Basic Questions
November 27, 2018
FP&A Tags:
Financial Planning and Analysis, Planning and Budgeting

By Karl Kern, Accountant / Lecturer / Writer

Financial Planning is a process of thinking. One of the end results from this process is a product called a budget. A budget is a product that expresses thoughts. As a product a budget must be created and its creation must have a foundation. The foundation for creating a budget is answers to three basic questions.

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Productivity Management: An Essential Capability For Finance Executives Seeking To Drive Strategy & Business Value
November 26, 2018
FP&A Tags:
Financial Planning and Analysis

By Dean Sorensen, Founder of IBP Collaborative

Managing enterprise productivity is an essential capability for value-focused Finance executives.  It provides the basis for superior strategy execution, cost and profitability management, by purging organizations of one of the primary causes of value erosion: functional silos.

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Event Calendar

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The Unseen Cultural Shifts: Practical AI Case Study
 
Data Mastery in FP&A: Sharper Analytics, Smarter Decisions
 
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Making FP&A Teams Fit for the Future
 
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From Insight to Impact: FP&A Business Partnering in Action
 
Unlocking FP&A Analytical Transformation
 
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Transforming FP&A with AI: Maturity, Impact, and Future Roles
 
Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
 
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All events for the year

Future Meetings

FP&A Trends Webinar Practical Steps for FP&A Analytical Transformation.
The FP&A Trends Webinar Unlocking FP&A Analytical Transformation

June 18, 2025

The FP&A Trends Webinar How AI is shaping the future of Financial Planning & Analysis (FP&A)
The FP&A Trends Webinar Transforming FP&A with AI: Maturity, Impact, and Future Roles

June 25, 2025

The Face-to-Face Sydney FP&A Board
The Face-to-Face Sydney FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

June 26, 2025

The Face-to-Face Singapore FP&A Board: Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
The Face-to-Face Singapore FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

July 8, 2025

Webinar: FP&A Trends Survey 2025
The FP&A Trends Webinar 2025 FP&A Trends Survey: Benchmarks, Priorities, and Best Practices

July 9, 2025

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

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