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

Rolling Forecasts — Why and How?
November 1, 2018

By Thorsteinn Siglaugsson, Consultant / Corporate Trainer / Manager

An INSEAD MBA and entrepreneur Thorsteinn has over 20 years of experience in management, consulting and training. He is chairman of Ultima BV, a company specialized in developing driver-based planning and budgeting solutions. He also runs his own consultancy with a focus on improving business performance, using the Beyond Budgeting approach to planning and budgeting, and the Logical Thinking Process methodology for strategy formulation and improvement programs, both in consulting assignments and corporate training. Thorsteinn is a member of the Beyond Budgeting Roundtable and a certified expert in The Logical Thinking Process.

Thorsteinn Siglaugsson)s LinkedIn account: www.linkedin.com/in/siglaugsson/

Increasingly, managers are now looking to change the corporate planning process and replace the traditional annual budget with rolling forecasts, 12, 13 or 15 months ahead. What is the reason for this development?

Why is talent management & retention important and how to improve it?
October 31, 2018
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By Chris Ortega, Sr. Finance Manager at Emarsys

People are the most expensive asset but they are vital to running a successful business and delivering value. However, few organizations understand the why talent management and retention is important to their bottom line.

The Essentials of FP&A Analytical Transformation
October 30, 2018
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By Mitan PatelDigital & Technology Finance Analyst at Sainsbury's

I had the pleasure of attending the 7th London FP&A circle. The Circle is the educational branch of the International FP&A Board which shares the latest professional trends and developments with the UK FP&A community. It is open to both senior and mid-level finance practitioners.

Transforming FP&A in a Decentralized Environment
October 29, 2018

By Matt Poleski, CFO, Northeast and Mid-Atlantic Region at Arthur J. Gallagher & Co

Recent trends in FP&A have been to focus on data analytics and driver-based planning to provide better information for business leaders to make decisions. An often-overlooked challenge in transforming financial planning and analysis is the FP&A team’s structure and resource alignment. This article examines how we are transforming the people part of FP&A.