Brian is Founder and Principal at Kalish Consulting. He is Former Executive Director – Global FP&A Practice at AFP. He has over 20 years of experience in Finance, FP&A, Treasury and Investor Relations. He previously held a number of treasury and finance positions with the FHLB, Washington Mutual/JP Morgan, NRUCFC, Fifth Third and Fannie Mae. He has spoken all over the world to audiences both large and small hosting FP&A Roundtable meetings in North America, Europe, Asia and soon South America. Brian attended Georgia Tech, in Atlanta, GA for his undergraduate studies in Business and the Pamplin College of Business at Virginia Tech for his graduate work. In 2014, Brian was awarded the Global Certified Corporate FP&A Professional designation.
For many FP&A organizations, the global health crisis was like a bank of fog rapidly and unexpectedly engulfing a ship at sea.
For a recent article in the Wall Street Journal, “Companies’ Financial Planning Comes Up Short in the Coronavirus Era,” I was asked how FP&A professionals could have predicted both the pandemic occurring and the scope and scale of its impact.
Part of the ‘new normal’ for FP&A means remote work and virtual collaboration.
The company was losing sales when its popular products weren't in stock so it stopped using static forecasts to anticipate demand.
Smart investment on the planning side can help retailers better align forecasts with actual sales.