Dear colleagues,

The future belongs to those who master technology today, but we are not there yet. Insights from our annual FP&A Trends Survey reveal that only 18% of organisations use modern cloud-based planning platforms, 9% have fully implemented driver-based models and just 6% have adopted AI/ML tools. The gap between leaders and laggards in today’s competitive landscape lies in how effectively FP&A teams adopt and integrate these advanced technologies.

In this edition, we bring you insights on how to elevate your FP&A capabilities through innovative solutions. Discover how Business Intelligence (BI), Artificial Intelligence (AI) and other technologies can help you convert data into strategic value, drive efficiency and position yourself as a leader within your organisation. You’ll also find an eBook with a collection of 14 financial models, each designed to be created in Power BI within an hour or less.

Enjoy the read and lead the way!

Best regards,

Larysa Melnychuk, CEO and Founder
FP&A Trends Group & International FP&A Board

Business Intelligence and Financial Planning & Analysis have historically been separate functions, but as FP&A has evolved, these silos have faded. Creating polished financial models or reports in Microsoft Power BI posed significant challenges, particularly for FP&A practitioners with a limited technical background.

Read this guide for an introduction to 14 expertly designed financial models that can be implemented in Power BI in under an hour, streamlining the reporting process and enhancing efficiency. This bridges the gap and supports seamless collaboration, removing application silos for faster data-to-insight actions.

By Manoj Kumar Vandanapu, Corporate Financial Controller at UBS and
Vineet Jain, Sr. Manager M&A - Finance & Technology at TCS

Raw data holds endless potential, but only if it’s transformed into something actionable. Business Intelligence tools bridge the gap between numbers and strategy, giving FP&A teams the power to uncover hidden opportunities and address challenges with clarity. Whether it’s supporting Business Partnering or enhancing product innovation, BI tools are revolutionising how decisions are made.

Read this article to learn how to integrate BI tools into financial planning for maximum impact.

By Takeshi Murakami, Country CFO - Thailand / Vietnam at Microsoft

How effectively you manage and leverage data with technology is a critical factor in achieving success, both as an enterprise and as a finance professional. Today, data-driven technologies are transforming how companies approach decision-making, allowing them to operate more efficiently, predict trends and adapt quickly to change.

Read this article to learn how Microsoft is using Machine Learning (ML) to streamline forecasting, automate decision-making and help finance teams focus on value-adding activities.

By Michael Schiebel, VP of Finance U.S. at Allianz Technology

FP&A teams often find themselves constrained by traditional tools and manual workflows for tasks like budgeting, forecasting and reporting. Advances in Artificial Intelligence, particularly Large Language Models (LLMs), are opening up new possibilities for streamlining these routine processes and enhancing the strategic role of finance professionals.

Read this article to uncover how LLMs can transform FP&A productivity and redefine the way teams partner with the business.

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