FP&A Trends Digest: Issue #40
Issue #40 - 19 June 2021

Dear colleagues,

For the last couple of months, extended planning and analysis (xP&A) and the role of technology in FP&A has been in the spotlight making headlines across the FP&A community. A modern FP&A professional should not only be able to deal with data and technology, but also reveal business insights behind the numbers and tell relevant stories.

In this digest, we will look into keeping the balance between analytical depth and high-level storytelling, the metrics to use to measure the effectiveness of your FP&A team, and driving business performance with artificial intelligence.

Enjoy the issue and stay safe!

 

Kind regards,

Larysa Melnychuk

CEO and Founder

FP&A Trends Group &

International FP&A Board
Popular Content

Balancing Analytical Depth with High-Level Storytelling

By Ryan Simmermaker

While the FP&A content that trends today may centre around technological advances, the focus will soon shift to striking the proper balance between analytical depth and high-level storytelling. Indeed, this is the bedrock principle that defines the FP&A profession, and it can be achieved in three steps described here in Ryan’s article.

Potential KPIs for Measuring Success for and in FP&A

By Amrish Shah

FP&A help create sources of future value and should also monitor how much value is actually being created. It is not easy to measure. To understand whether your FP&A team is delivering the expected results, there are 7 metrics to consider in order to measure the effectiveness of the FP&A function. To learn more about each of these metrics, check out Amrish’s article.

Video: FP&A Teams Driving Performance Change with AI

By Xavier Fernandes

This video was recorded at one of the AI and ML FP&A Committee meetings. Xavier highlighted a couple of examples where FP&A teams were faced with ongoing disappointments in business performance and explains the artificial intelligence (AI) approach they chose.

For more Insights from FP&A Trends, please click here.
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6 July 2021

The Latest Trends and Developments in Financial Planning & Analysis: 2021 Global Survey Results

We have recently finalised the 2021 FP&A Trends Survey and would like to share with you the latest results on how FP&A is developing in different parts of the globe. There are many encouraging signs and also a number of warnings for FP&A professionals. Register for this webinar to learn more about the current state of FP&A.

13 July 2021

How to Harmonize Your Top-Down and Bottom-Up Planning Processes

One of the biggest barriers for organisations to increase agility comes from unaligned top-down and bottom-up planning processes. FP&A plays a key role in balancing these two models. Why is there a gap between them? How do you bridge this gap successfully? What are the key challenges to address? To find out the answers, register for this webinar that will feature case studies from Microsoft and Jedox.
     

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