How Intelligent is Your FP&A?

FP&A maturity has become crucial in determining an organisation's financial health and resilience. However, many companies are still on their way to the leading stage of maturity. Here, you can complete the five-minute FP&A Maturity Assessment to find out where you're at on your Intelligent Planning transformation journey.

FP&A Trends Research Paper 2021: FP&A Board Maturity Model: Best-in-Class FP&A and How to Get There

FP&A has become an essential element of the DNA of the most successful organisations. According to the IMA’s survey of over 700 global companies, “those who realise the potential of FP&A consistently meet and beat their targets and their competition.” The key issue is that traditional planning practices no longer work because of the challenges organisations face. We conducted research as to how organisations can transform from traditional to modern.

Leading a Global Financial Planning and Analysis Team in Pairs

By Daniele Martins

A well-known proverb says that “two heads are better than one”. The idea behind it is that having multiple people with different strengths and options drives better decisions. If this is true, than can we apply it to the FP&A leadership practices? Daniele Martins believes so. In this article, she discusses the benefits of paired leadership through the case study of her company. She also shared the key success factors for this leadership model.

From Data to Real Insight as the Analytics Business Partner

By Robert J. Zwerling and Jesper H. Sorensen

What decisions a business can make based on the data you have provided? By advancing analytics, Finance can move from providing information on “what” and “where” to storytelling about “why”. In this article, authors explore how to look patterns to uncover real insights and understand the underlying driver.

Transformation Journey and Skillset Required for xP&A Business Partnering

By Connagh Hopkins

Western Power supplies electricity in Australia, and they have undergone an FP&A transformation toward xP&A, which would be impossible without the most valuable asset in the team, people. Learn more from Western Power’s Head of Business Planning and Reporting about why you always need to invest in employees' skills.

Danone's Journey towards Scenario Planning for Uncertainty

By Ivo de Brouwer

This FP&A journey took several years after Danone recognised, they were in a world of vulnerabilities and uncertainty. They moved from Traditional Budgeting to Scenario Planning through Rolling Forecasts. Learn more about how forecasts have changed after COVID and why combining financial and non-financial data is crucial from their Finance Director - Controlling Methodologies Worldwide.

Oerlikon Case Study: Change Management Framework for FP&A System Implementation

By Paola Bolderman

Change Management is an ongoing business process, which is why it also requires investments in the workforce. Oerlikon's case study investigates several barriers you will have to overcome on your journey. Senior VP Group FP&A at Oerlikon shares how you can obtain a strategic advantage by mastering Change Management.

For more resources on FP&A Case Studies, please click here.

Real-Time and Continuous Planning: What Does It Involve

Everyone in FP&A agrees that agile planning and forecasting are essential in an environment of great uncertainty. FP&A agility is the ability to reforecast on demand. But how can we implement it? Join us for this webinar, where we will look at agility through the lens of the continuous planning and forecasting process. The panel of senior practitioners and thought leaders will share with us their experiences and practical insights.

Navigating Uncertainty: Chuy’s Restaurant Chain FP&A Case Study

Chuy’s is a network of Tex-Mex restaurants across the 17 states in the USA with a 40-year history. Navigating the many challenges imposed on in-person retail and hospitality, Chuy’s did more than just survive the pandemic. During these turbulent times, when many faltered or folded, Chuy’s managed to, not only maintain but improve profitability and growth. Register for this webinar to find out the formula of success of analytical transformation from A to Z in Chuy’s journey from their VP of Finance & Investor Relations.