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.

FP&A Insights

The Many FP&A Rooms of the Organization Mansion
April 9, 2019

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

 

Business schools tend to divide their curriculum between hard quantitative-oriented courses, such as operations management and finance; and soft behavioral courses, such as change management, ethics and leadership. This separation of the curriculum is like chambers in a mansion.

FP&A Analytical Transformation in Toronto
March 21, 2019

By Robert Jenkins, Global Finance Technology Leader at SAP

Where is your finance team on the analytics maturity curve? Is finance in your organization providing prescriptive analytics to help steer the business? Is your financial planning and analysis team use artificial intelligence or machine learning to improve forecast accuracy? These are just a few of the many topics we discussed at the recent FP&A Board meeting in Toronto.
 

The Rolling Forecasting Trap
April 4, 2019

By Bjarte Bogsnes, Senior Advisor Performance Framework at Equinor (formerly Statoil), and Chairman Beyond Budgeting Roundtable

Beyond Budgeting has now been around for twenty years. More and more companies across the world are embarking on a Beyond Budgeting journey, from global giants to smaller ones not yet strangled by corporate controls and bureaucracy, eager to protect their start-up agility as they grow.

Mergers & Executions: How Companies Can Avoid Value Destroying Acquisitions
April 3, 2019

By Emmanuel Jibodu, FP&A Manager at Stericycle Inc.

The article is titled Mergers & Executions. It’s not a typo. You might think it should read Mergers & Acquisitions (M&A). However, the fact is, most M&A activities could do better with execution from the pre-acquisition to the post-acquisition stages. This work will draw on practiced methods for companies to execute value-creating, not value-destroying acquisitions, with the guidance of their Financial Planning & Analysis (FP&A) teams.

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