Traditional legacy and static methods are no longer sufficient for budgeting, planning, and business controlling. To navigate through uncertainty, we must turn to Scenario Planning and Rolling Forecasts to guide us. Both processes are essential in helping organisations radically transform and become more agile and resilient. However, there are many myths and misconceptions surrounding Rolling Forecast and Scenario Planning.
While both approaches are centered on a driver-based and integrated Financial, Planning and Analysis (FP&A) framework, they are two separate and distinct processes requiring a balanced approach.
At the Digital Nordic & Benelux FP&A Circle on March 23rd senior finance practitioners shared their insights on Myths and Misconceptions of Rolling Forecast and Scenario Planning:
Finance Director with over 20 years of experience in Financial reporting (Internal, External, PLC, Board), FP&A, Performance Management, Systems Implementation, Multinational Project managements, Transformation & Change Management, M&A, BPO & SSC.
Experience working in different company sizes ranging from Start-ups to large PLC and PE backed and experience working in various different sectors including manufacturing, retail, pharmaceutical, FMCG & Practice.
Founder member of the London International FP&A board regularly delivering talks on FP&A related subject matters.
Experienced Finance Leader with strong business acumen, able to influence strategic business vision & ensure revenue+profit maximisation. Highly passionate about efficiency, cost savings & simplification. Productive and successful in a variety of business complex models/corporate structures in multiple geographies in Pharma and FMCG Industries.
Self-motivated, proactive & innovative; inspirational coach and mentor seeding and growing talent. Strong Systems knowledge: SAP/BW, COGNOS, Hyperion, MS Office incl. MS Projects.
Wojciech Porebski
Senior Finance Leader with over 20 years of experience in finance and business. CFO of several businesses, led large size M&A projects and post-acquisition integrations. Experienced in leading, developing and transforming large finance organizations. Strong in audit, internal control and both technical and project accounting. Strategic, commercial and business development mindset, acting as a trusted business partner to the CEO. Process oriented, with a curious mind, a change agent, and continuously striving for business improvement. FCCA & CIA qualified.
Kajetan Lubina
Highly motivated finance professional, passionate about driving business growth and achieving financial success. 16+ years of experience in finance, skilled in financial reporting and analysis, strategic planning. Ability to communicate complex financial concepts in a clear and concise manner, both to financial and non-financial stakeholders. A trusted advisor to senior leadership teams and adept at building strong relationships with colleagues across departments and levels of seniority.
Expertise in management of international businesses, financial modeling, forecasting, and budgeting. Experience leading cross-functional teams and working collaboratively with stakeholders at all levels of an organization.
Thuy-Vy Mai
Thuy-Vy is a Finance Professional with multiple experiences in a scale-up environment supporting executives and teams through business model transformations. In addition, she has specific expertise with sales and marketing teams in SaaS / Fintech and building new processes from the bottom up.
Successful in leveraging business acumen with analytical, financial, and strategic skills to bring better-informed decisions to the organization and develop team members.
Prior to her corporate finance experience, Thuy-Vy spent a few years in investment banking.
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