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FP&A Articles

FP&A Articles 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 Articles
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    Kevin-Phillip-Architecture-Agile-Finance
    The Architecture of Agile Finance: More of the Same Won’t Cut It
    14 October 2025 | 383
    Kevin Phillips

    By Kevin Phillips, CEO at IDU

    In this article, the author explains how integrated modelling enables FP&A leaders to balance speed
    Read more
    • Planning and Budgeting
    • Financial Planning and Analysis
    • Profitability Analysis
    Ore-Onabowale-Margin-Expansion
    Margin Expansion Is Everyone’s Job: FP&A Connects the Dots
    9 October 2025 | 501
    Oreoluwa Onabowale

    By Oreoluwa Onabowale, Senior Finance Manager at GE Vernova

    In this article, you’ll discover how FP&A leaders can drive sustainable margin expansion by turning
    Read more
    • FP&A Transformation
    • Integrated FP&A
    Thomas-Smith-Next-Gen-FPA
    From Sprawl to Strategy: Roadmap for Next-Gen FP&A Impact
    7 October 2025 | 526
    Authors/Thomas-Smith-Portrait.JPG

    By Thomas Smith, Strategic Finance Leader

    In this article, the author shares a seven-step roadmap to help finance leaders cut through
    Read more
    • FP&A Predictive Analytics
    • FP&A Strategic Planning
    • AI in FP&A
    • FP&A AI Agents
    Manoj-Kumar-Vandanapu-Raghavendra-Boorisetty-AI-Agents
    From Transcripts to Strategy: AI Agents Unlock FP&A Foresight
    2 October 2025 | 763
    Manoj-Kumar-Vandanapu

    By Manoj Kumar Vandanapu, Financial Controller Asset Management Americas at UBS, and Raghavendra Boorisetty, Global Director of Financial Planning & Analysis at Rain Carbon Inc

    In this article, the authors show how AI agents can turn messy earnings call transcripts
    Read more
    Isha-Sharma-AI-Transformation.jpg
    AI Transformation in FP&A and Analytics: Insights from the AI FP&A Committee Meeting #28
    30 September 2025 | 625
    Isha-sharma

    By Isha Sharma, Secretary of the AI FP&A Committee, Senior Financial Analyst - Corporate & Product Finance at Autodesk
     

    In this article, the AI FP&A Committee explores how Next Gen FP&A can harness AI
    Read more
    • Planning and Budgeting
    • FP&A Strategic Planning
    • Agile FP&A
    Kevin-Phillips-CFOs-New-Reality
    The CFO's New Reality: Running to Stand Still
    30 September 2025 | 852
    Kevin Phillips

    By Kevin Phillips, CEO at IDU

    In this article, Kevin Phillips explores the CFO’s New Reality: why traditional financial planning can’t
    Read more

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