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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.

Resetting the Business with Zero Based Budgeting
August 20, 2018
FP&A Tags:
Zero-Based Budgeting (ZBB), Financial Planning and Analysis, Planning and Budgeting, Cost Planning

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.

LinkedIn account: www.linkedin.com/in/siva-raj-jeyarajah-4a9443a4/

We’ve all come across checkpoints in our personal lives where we commonly think about or use phrases such as “let’s take a few steps back”, “I need to reset things” and “let’s start all over again”.

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Dynamic FP&A: The Nuts and Bolts of Your P&L
August 17, 2018
FP&A Tags:
FP&A Analytics, Financial Planning and Analysis, Cost Planning, Profitability Analysis

By Alexander Antonov, Freelance Project Manager/ Associate Professor

P&L management focuses on the items included into P&L (profit and loss) report. It has become an increasingly popular technique used by the top managers around the world. P&L responsibility scope goes far beyond being simply responsible for profits or loss. Managers must not only understand what stands behind and drives each item of the report, but also need to take steps to improve P&L statements.

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Want to Be a Better FP&A Business Partner… Speak Their Language
August 16, 2018
FP&A Tags:
FP&A People, Financial Planning and Analysis, FP&A Business Partnering

By Andrew Jepson, Founder and CEO at theFBPteam.com

Back in 2004 I spent a large portion of time overseas travelling around France. I would often find when talking to a “local” the first question I would ask was:  “Do you speak English?” Most times, the response I got was a short, sharp “No!”

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SBB Cargo: Using AI to Build an Intelligent Business Simulation Engine
August 15, 2018
FP&A Tags:
AI/ML FP&A, Financial Planning and Analysis

By Nilly Essaides, Senior Research Director Finance/EPM at The Hackett Group 

I was recently invited to join FP&A-Trends’ Artificial Intelligence/Machine Learning (AI/ML) Committee by Larysa Melnychuk, managing director. This blog is based on a case study presented at the June 2018 meeting.

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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

The Face-to-Face New York FP&A Board
The Face-to-Face New York FP&A Board From Insight to Impact: FP&A Business Partnering in Action

June 17, 2025

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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