A 2025 benchmark report on FP&A execution, covering integrated planning, forecasting, scenario management, data foundations, technology and business influence.

This paper is a practical guide for finance professionals looking to lead in the AI era. Based on global insights, it explores real use cases, adoption foundations, AI FP&A Trends Maturity Model, and actionable steps to move from automation to strategic impact.

In an era of data overload and fast-evolving digital tools, traditional FP&A methods are no longer sufficient. This Insights Paper offers a practical roadmap for Analytical Transformation, showing how to harness data more effectively, implement modern analytics platforms, and build a culture where insights drive decision-making. Drawing on a decade of global research and real-world case studies, it explores why transformation efforts often stall — and how to make them succeed.

This paper revisits five key FP&A roles: the Architect, the Analyst, the Data Scientist, the Data Storyteller, and the Influencer, which were first introduced in our 2021 research paper. We explore how these roles have evolved, their impact on Business Partnering, and how they will adapt to new challenges and technologies.