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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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    Kristina-Bow-Empathy-in-Business-Partnering-Main
    How to Develop Empathy as an Essential Skill for FP&A Business Partnering
    25 June 2024 | 634
    Kristina Bow

    By Kristina Bow, Senior Director of FP&A at Optum

    In this article, the author exemplifies the importance of empathy in Business Partnering by referring
    Read more
    • Capital Planning
    • AI in FP&A
    Liping-Qi-Capital-Planning-Main
    Capital Planning: The Past and the Future
    20 June 2024 | 668
    Liping-Qi

    By Liping Qi, CFO at MicroSurgical Technology

    In this article, the author speculates on the evolution of capital planning and outlines how
    Read more
    • Financial Planning and Analysis
    • Capital Planning
    Matt-Poleski-FPA-Toolbox-Measurement-Main
    The FP&A Toolbox: Winning through Measurements that Influence
    18 June 2024 | 507
    Matt Poleski

    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
    Read more
    • FP&A Case Studies
    • FP&A Maturity Models
    • FP&A Team Building
    Rudie-van-Dijk-Transformation-Maturity-Model-Main
    Case Study: How To Transform Your FP&A Team and Move Towards Advanced FP&A
    13 June 2024 | 1,943
    Rudie van Dijk

    By Rudie van Dijk, Finance Manager at Prime Vision

    This article offers food for thought on transforming a team towards Advanced FP&A using the
    Read more
    • FP&A Team Building
    • FP&A Case Studies
    • FP&A Technology
    • FP&A Transformation
    Amarnath-Kamath-AXA-Case-Study-2024-Main
    Driving Business Success with FP&A Teams: AXA Group Operations Case Study
    11 June 2024 | 971
    Amarnath Kamath

    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
    Read more
    • Agile FP&A
    • Financial Planning and Analysis
    Harsh-Amarasuriya-Bravo-Team-Main
    Is It Time to ‘Rebrand’ FP&A?
    6 June 2024 | 822
    Harsh-Amarasuriya.jpg

    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
    Read more

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