FP&A Insights

FP&A Insights is a collection of useful case studies from leading international companies and thought leadership insights from FP&A experts. We aim to help you keep track of the best practices in modern FP&A, recognise changes in the ever-evolving world of financial planning and analysis and be well equipped to deal with them.

Stay tuned for more blogs and articles from great authors.

FP&A Insights

Ten Key Considerations for Effective FP&A Communication
May 24, 2018

By Simone da Silva Collins, Finance Manager, Polycom

Communication is a key soft skill that FP&A professionals should master. Getting it right the first time enables FP&A professionals to be more effective and efficient. What are the top 10 considerations for effective FP&A communication?

Create Eye-Catching Monthly FP&A Reporting Packages
May 24, 2018

Linda A. MacDonald, Finance Manager at Quadrant Health Strategies, Inc​

Linda MacDonald received her MBA from Salem State University in 1996. Since then, she has worked in Finance in global companies and is revered as a highly motivated, enthusiastic, finance professional with strong analytical and business acumen. Over the years, Linda has honed her financial analysis, budgeting, forecasting, and reporting skillsets. What sets Linda apart is her exceptional leadership style, which is based on the merits of promoting teamwork, innovation, and encouraging others in the workplace. Linda strongly believes in continuous learning and development that creates a culture of empowering employees.

LinkedIn account: www.linkedin.com/in/lindamacdonald/

The FP&A professional’s part in leadership is vital and important to the decision-making process and direction of your business.  Make it your mission to provide the most relevant data to your “customers.”  Explain in non-finance terms, the results, implications, and impact of decisions.  This is your area to own, so be cool, calm and collected, and communicate with confidence!

Will You Be a Relevant FP&A Professional 5-10 Years from Now?
May 22, 2018

By Mark Gandy, Outsourced CFO, Principal at G3CFO

Will You Be a Relevant FP&A Professional 5-10 Years from Now?

Yes, you will stay relevant by keeping your employer relevant. Now work backwards which comes instinctively natural for you—how will you do that?

Maximizing the Positive about Prediction
May 21, 2018

By Karl Kern, Founder/President, Kern Analytics LLC

Prediction is an important work that FP&A practitioners do.  This work has many challenges. One way to address these challenges is by maximizing the positive. There are three steps in maximizing the positive.

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