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Meeting Overview — FP&A Analytical Transformation
September 20, 2018
FP&A Tags
FP&A Analytics

For the second time, we had meetings in three US cities — Chicago, San Francisco and Seattle. The discussions were devoted to the subject of FP&A Analytical Transformation.

Agenda

1. Advanced Analytics for agile and integrated Financial Planning & Analytics (FP&A).
2. Case Study from the field
3. FP&A Analytical Transformation: Fine-tuning the FP&A Operating Model. Group work.
4. Conclusions and recommendations.

Each meeting was attended by about 30 senior finance practitioners who represented large international companies, such as

  • JLL,
  • HSBC,
  • L'Oréal,
  • Mars,
  • Microsoft,
  • Starbucks,
  • Siemens,
  • Visa,
  • VMware,
  • to name but a few.

The conclusions from the meetings were the following:

  • Analytical Transformation needs both investment and cultural support. We can see examples of how regional or local transformation projects enhance the transformation of the whole organisation.
  • Analytical Transformation tools are important.
  • At the meeting, the role of Driver-Based Planning Model was emphasized as well.
  • One of the biggest challenges of Analytical Transformation is quality of data.
  • It is difficult to find talents who have data science skills as well as other skills necessary for finance professionals.

Our Partners and Sponsors

We are very grateful to SPACES, Ron Zanetti and Comcast for hosting the events. We are also grateful to our sponsors and partners CCH® Tagetik, SystemsAccountants and Seattle Search Group.

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