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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.

Transform a Zero into a Hero: How to Avoid Common Pitfalls in Zero-Based Budgeting
Amarnath-Kamath-Zero-Based-Budgeting-Main
September 17, 2024
FP&A Tags:
Zero-Based Budgeting (ZBB)

By Amarnath Kamath, CFO, Malaysia, Indonesia and Philippines at AXA Group Operations

In this article, the author outlines how to avoid six common pitfalls in Zero-Based Budgeting (ZBB), exemplifying them with learnings from his experience.

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The Crucial Role of Data in Transforming Forecasting Capabilities
Gizelda-Ekonomi-Data-Forecasting-Main
September 12, 2024
FP&A Tags:
Data-Driven FP&A, Modelling and Forecasting, AI in FP&A, FP&A Case Studies

By Gizelda Ekonomi, Head of Risk at Vodafone 

This article delves into the importance of data management in forecasting, data accuracy and completeness, common mistakes companies make, transformative opportunities presented by next-generation Artificial Intelligence (AI), and the role of the CFO in this process.

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Building a Data-Driven Culture in FP&A: Strategies for Success
Christian-Martinez-Data-Driven-Culture-Main
September 10, 2024
FP&A Tags:
Data-Driven FP&A, Data Visualisation, FP&A Dashboards

By Christian Martinez, Finance Transformation Senior Manager at Kraft Heinz

In this article, the author explains three key strategies for fostering a data-driven culture in your organisation: data literacy training, advanced tool proficiency, and user-friendly data products.

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Leveraging Business Intelligence to Empower Finance Business Partnering and Profitability Analysis
Manoj-Kumar-Vandanapu-BI-Tools-Main
September 5, 2024
FP&A Tags:
Business Intelligence (BI), FP&A Case Studies

By Manoj Kumar Vandanapu, Financial Controller Asset Management Americas at UBS and Vineet Jain, Sr. Manager M&A - Finance & Technology at TCS

This article explores the pivotal role of Business Intelligence (BI) in enhancing strategic decision-making within large multinational organisations. It highlights how BI tools and platforms address these limitations and help finance teams tailor insights to support Business Partnership and guide product and marketing teams.

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Future Meetings

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The Face-to-Face Munich FP&A Board
The Face-to-Face Munich FP&A Board: Leading FP&A Change in the AI Era
Leading FP&A Change in the AI Era

September 22, 2026

The Face-to-Face Frankfurt FP&A Board
The Face-to-Face Frankfurt FP&A Board
Leading FP&A Change in the AI Era

September 24, 2026

The Face-to-Face Chicago FP&A Board
The Face-to-Face Chicago FP&A Board
Leading FP&A Change in the AI Era

October 13, 2026

The Face-to-Face San Francisco FP&A Board
The Face-to-Face San Francisco FP&A Board
Leading FP&A Change in the AI Era

October 15, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar FP&A Change Leadership: Driving Transformation in the Age of AI
Driving Decision Intelligence in the Age of AI

September 16, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: FP&A Business Partnering in the Age of AI
FP&A Business Partnering in the Age of AI

October 28, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: FP&A Roles Reimagined for the AI Era: Leading Finance Transformation
FP&A Roles Reimagined for the AI Era: Leading Finance Transformation

November 4, 2026

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