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3 months

A Game Of Plans - Bring On The Finance Dragons

As many of us get caught up in the intrigue and suspense created by the characters and storylines of “Game of Thrones,” it leads me to think about how annual budgets, forecasts, and plans are also full of intrigue, anticipation, and unexpected findings and results. 

3 months

The Evolution of Financial Planning and Analysis

A lot has changed over the past 20 years in the world of planning, forecasting, and analytics. Previously, a lack of clarity into the actual performance of an organization, and the lack of raw data on a real-time basis, meant we built a greater degree of uncertainty into our models. Likewise, the ability to adapt to change in real time was clouded by this lack of data due to cost, availability, and/or timeliness. The result was impairment of our ability to effect necessary changes as events unfolded around us.

3 months

Dynamic Planning: Real Time Data For Real Time Decisions

Planning is an integral part of enterprise performance management (EPM). Gartner defines EPM as “the process of monitoring performance across the enterprise with the goal of improving business performance.” Dynamic planning then aligns seamlessly into the overall EPM structure of the organization.

3 months

Why Building Business-Model Scenarios Is The Key To Dynamic Planning

A main goal of many of FP&A professionals I interact with concerns becoming a trusted business partner. Whether that’s with the company as a whole, the C-suite, or a particular business unit, most FP&A professionals want to advance along the maturity curve to become valued and sought-after business partners (and even better, business advisers), rather than some kind of bean counter. The days of sitting in an office and collecting, verifying, and scrubbing reams of data with little or no interaction with the people we support are over.

3 months

Why Predictive Analytics Has Become Essential For Optimized FP&A

The role of the FP&A professional continues to progress and evolve along a continuum. In the past, we spent most of our time and effort explaining what had happened and tried to divine the future based on our observations. At the time, the biggest challenges were a lack of data and tools powerful enough to permit extrapolating limited available data to project into the future.

3 months

How Finance Is Thriving In A Digital World

Change is the new normal. The rate of change due to digitalization and technology continues at a breakneck pace. Technologies that were nascent last year are becoming mainstream.

3 months

Should Financial Professional Analysts Look Top-Down or Bottom Up?

While “top-down” or “bottom-up” sound like some lively toasts you might hear in an English pub, they are also two of the most common ways to prepare a financial forecast. In that area, there is great debate as to which method is “better.” As with most questions in life, the initial answer is usually, “it depends,” so let’s look at the pros and cons of each approach. At the end of the day, there is no single answer. As a global FP&A professional, you will have to determine the best approach for your organization.