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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.

How to Develop Empathy as an Essential Skill for FP&A Business Partnering
Kristina-Bow-Empathy-in-Business-Partnering-Main
June 25, 2024
FP&A Tags:
FP&A Business Partnering, FP&A Skills

By Kristina Bow, Senior Director of FP&A at Optum

In this article, the author exemplifies the importance of empathy in Business Partnering by referring to her experience. She also suggests practical steps for developing empathy in Business Partnering.

Read more
Capital Planning: The Past and the Future
Liping-Qi-Capital-Planning-Main
June 20, 2024
FP&A Tags:
Capital Planning, AI/ML FP&A

By Liping Qi, CFO at MicroSurgical Technology

In this article, the author speculates on the evolution of capital planning and outlines how this process can be enhanced with modern technology like Artificial Intelligence/Machine Learning (AI/ML).

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The FP&A Toolbox: Winning through Measurements that Influence
Matt-Poleski-FPA-Toolbox-Measurement-Main
June 18, 2024
FP&A Tags:
Financial Planning and Analysis, Capital Planning

By Matt Poleski, NorthEast Region CFO at Arthur J. Gallagher

In this article, the author examines the FP&A's role in helping businesses win by measuring financial data and explores what should be measured. He also suggests how FP&A can help management balance the tug-of-war between profitability and innovation.

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Case Study: How To Transform Your FP&A Team and Move Towards Advanced FP&A
Rudie-van-Dijk-Transformation-Maturity-Model-Main
June 13, 2024
FP&A Tags:
FP&A Transformation, FP&A Case Studies, FP&A Maturity Models, FP&A Team Building, FP&A People

By Rudie van Dijk, Group FP&A Director at TIP Group

This article offers food for thought on transforming a team towards Advanced FP&A using the FP&A Trends Maturity Model and examples derived from a €1 billion+ revenue company specialising in leasing and renting road freight and intermodal transport equipment.

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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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The FP&A Trends Webinar Five Roles Every High-Performing FP&A Team Needs

September 17, 2025

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