Brian Kalish Finance Expert

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.


Consuming FP&A Data: Moving Beyond Grids To Visualization

When we start on the topic of consuming data, that’s an area that I feel quite passionate about. I truly believe that the way data and information is presented can be improved greatly, not just by embracing the new, fantastic technologies now available (which is very important), but by adopting a set of standards. To fully embrace intelligent FP&A (iFP&A), we must add order and elegant simplicity to present our findings and insights to an ever-growing and diverse audience of stakeholders.


Dynamic Planning Meets Edge Computing To Become The New Norm

What a world we live in today! We can ask any question and get an answer almost instantly. The quality of that answer will vary as a function of the data the system is able to access, and the tool or logic used to determine the answer, but it’s still fascinating.


Financial Planning Analysis vs Business Planning Analysis

Maybe it is the nerd in all of us, but one of the topics I witness financial planning and analysis (FP&A) professionals discussing with the most passion is whether their positions should be called FP&A – or would a better descriptor of their jobs be BP&A (business planning and analysis)? I can honestly say I’ve seen the discussion of this issue get quite heated (though still polite and civil). At roundtables that I have hosted, whether in New York, New Delhi, or New Zealand, this debate usually comes up.


How Collaboration Leads To Excellence In The Planning Process

To a large extent, the success of an organization is determined by the degree of collaboration between the different departments across the enterprise. A collaborative business planning process synchronizes data from various sources from both within and outside the organization. The intent is to streamline the progression of turning data into information, information into knowledge, and knowledge into better-informed, smarter business decisions when it comes to planning, budgeting, and forecasting.


Propelling Your Business Forward With Integrate Financial Plans

Today’s business world is significantly different from that of just a few years ago, and the velocity and magnitude of change and uncertainty will only accelerate. We are operating in an environment of high “VUCA” – volatility, uncertainty, complexity, and ambiguity.