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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.

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 Case Studies, FP&A Maturity Models, FP&A Team Building

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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Driving Business Success with FP&A Teams: AXA Group Operations Case Study
Amarnath-Kamath-AXA-Case-Study-2024-Main
June 11, 2024
FP&A Tags:
FP&A Team Building, FP&A Case Studies, FP&A Technology, FP&A Transformation

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

In this article, the author outlines how the Japanese branch of AXA Group Operations has undergone a transformation. Learn more about what has changed and which lessons they learnt from this article.

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Is It Time to ‘Rebrand’ FP&A?
Harsh-Amarasuriya-Bravo-Team-Main
June 6, 2024
FP&A Tags:
Agile FP&A, Financial Planning and Analysis

By Harsh Amarasuriya, Global Head of FP&A, Finance Transformation, Data Strategy at Clyde & Co

In this article, the author speculates why it is the right time to rebrand the FP&A function. He suggests renaming FP&A into a BRAVO team and outlines the major prerequisites for such "branding".

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The FP&A Trends Webinar
The FP&A Trends Webinar: 2026 FP&A Trends Survey: Where AI Meets FP&A Reality
2026 FP&A Trends Survey: Where AI Meets FP&A Reality

July 8, 2026

The FP&A Trends Webinar
Designing an Effective FP&A Operating Model
Designing the FP&A Operating Model for the AI Era

July 9, 2026

The Digital North American FP&A Circle
From Analysis to Orchestration: How FP&A Is Evolving in the AI Era
From Analysis to Orchestration: How FP&A Is Evolving in the AI Era

July 16, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar From Reactive to Proactive FP&A: Real-Time Scenario Planning
From Reactive to Proactive FP&A: Real-Time Scenario Planning

July 21, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: FP&A Change Management in the Age of AI
FP&A Change Management in the Age of AI

August 26, 2026

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