Working in FP&A is one of the most dynamic & challenging careers in the finance and business world. It appears that FP&A professionals wear multiple hats, performing tasks of a master of communication, a strategic leader, a resource allocator as well as a positive influencer. However, nowadays we experience a lack of mature theories and models facilitating FP&A professionals’ development.

We are always working towards improving the quality of the FP&A Board meetings and would value your feedback.

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One element for FP&A teams to provide value is strategic partnership. Therefore, with any change in direction or focus, it is important to understand how to start. Below, I will cover a simplified and quick start guide for starting the strategic partnership process.

Nowadays a lot of concerns in business environment are focused around data. There are several drivers for that, such as regulations (e.g. GDPR), the growing amount of data, new technologies in data processing and analysis etc.

In this article we will look at the different methods an organization can use to set direction. Planning involves many kinds of methods that help managers make decisions.

FP&A professionals know their trade very well when it comes to the technical skills used to plan, forecast, and execute the strategy of a company. However, to truly influence the strategic directions they need to be able to influence their stakeholders.

Rolling Forecasts are an essential tool for financial planning and analysis (FP&A), with the potential to radically transform the traditional corporate budgeting process. If implemented properly, a rolling forecast expands planning horizons, reduces planning cycles, and helps in executing organizational strategies.

The Chicago FP&A Board will meet on 27 September 2018 for the second time. 

The Seattle FP&A Board will meet on 25 September 2018 for the second time. 

The San Francisco FP&A Board will meet on 20 September 2018 for the second time. The professional debate will be devoted to the subject of FP&A Analytical Transformation. You can read about the first San Francisco meeting here.