This article dives into Vitality Insurance’s two-decade journey to refine their Financial Planning and Analysis (FP&A) processes, highlighting how they tackled key challenges in data quality, technology integration, and talent development to enhance their FP&A Storytelling.

What does it take to build a world-class FP&A team? In this video, Natasha Rathee, SVP, Head of Finance at Bluerock Therapeutics (a division of Bayer), answers this question and shares her experiences on building and leading FP&A Teams.

In this article, the author revisits how linking financial and Strategic Planning can lead to successful execution at for-profit organisations, focusing on best practices regarding scope, processes and output.

I hope this issue inspires you to enhance your team’s collaboration and performance.

In this article, the author reveals four forecasting hacks that can help us enhance business value and transform our forecasts from a daunting task into a strategic advantage.

This article covers the key takeaways and insights from the webinar called FP&A Business Partnering in the Age of AI Advancements, hosted on October 16, 2024.

Watch the recording to hear about the Power of FP&A Storytelling: Vitality Insurance Case Study from senior finance practitioners from Vitality and Anaplan.

In this article, the author outlines how the five essential FP&A team roles can contribute to sustainable capital planning in a rapidly-changing world.

This Insights Paper explores AI’s impact on FP&A, highlighting its benefits, implementation strategies, and future implications. It also describes the role of FP&A Business Partnering in driving strategic value and presents the Business Partnering Framework that enables teams to shift from traditional finance roles into strategic business partners.

In this article, the author considers the essential skills finance professionals need to develop for digital transformation, emphasising the importance of data and technology adoption. He also shares some practical tips from his experience.