Choosing the right technology for financial planning and analysis (FP&A) is crucial for success, but it can be a daunting task.
Many organizations still rely on outdated tools and spreadsheets, which are not equipped to handle the complex needs of modern planning. The 2022 FP&A Trends Survey shows that 58% of respondents use Excel as their main system for planning and forecasting.
At the recent FP&A Trends Webinar on the 14th of June, we learnt practical insights and key considerations for selecting and implementing an FP&A technology solution that fits today's uncertain world.
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.
Director Controlling / Head of Corporate Financial Planning and Analysis at SWAROVSKI
Strong finance leader with deep experience in all performance management cycle areas. Michael is a Zurich FP&A Board member.
Currently responsible for the financial planning process of the Swarovski Group (strategic target setting, mid-term plan, rolling forecasts and annual target setting) including reporting to Executive as well as Supervisory Board.
Michael is leading the transformation of the financial planning process @ Swarovski towards - Driver Based & Predictive Planning, Rolling Forecast.
Ben Page
Ben Page is the VP of Solutions Consulting at Planful and has over 30 years of experience in the FP&A field. Ben is a dynamic leader with hands-on experience defining and driving operational success by leveraging a consultative approach, he thrives in high-volume environments with the ability to navigate ever-changing business needs and continuously drive profitability. Ben is an expert at building partnerships and trusted relationships with clients and stakeholders, including executive-level communications within industry-leading organizations.
Daniel Bearison
Daniel Bearison is based in New York Metropolitan Area.
He is a successful global leader in Financial Planning and Analytics with proven success in leveraging technology to drive insightful decision-making through reporting, metrics and digital analytics. Skilled in all elements of accounting and financial principles with a demonstrated record of driving change while successfully managing business operations. Purpose-driven with a collaborative style focused on employee engagement and development to drive optimum team results. He has a special interest in Business based forecasting, Data and Enterprise-wide, integrated FP&A Ecosystems.
Daniel has in total 30 years of experience as an FP&A Practitioner.
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