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Congrats on your score!
Here’s where to go next.
Your FP&A capabilities are firing on all cylinders—you’re not only leveraging cutting-edge planning tactics to drive strategic impact but improving forecasting precision by harnessing advanced technologies. Keep reading for additional resources to uplevel your team.
Grow your FP&A prowess
You're doing great, so...what's next?
Our take: Continue to deepen cross-functional collaboration to gain insights that challenge assumptions and uncover new opportunities, mentor future FP&A talent to cultivate a strong leadership pipeline, and continue leveraging xP&A best practices for precise planning.
Guide the business forward
Continue to collaborate beyond reporting to understand operational drivers across departments. Leverage these insights to challenge norms, identify opportunities, and influence strategic direction.
Share xP&A best practices
Integrate financial and operational data into a unified view. Apply predictive modeling to surface forward-looking insights that drive smarter decision-making.
Mentor the future of finance
Mentor and develop the next generation of FP&A talent through training opportunities and championing their growth. Foster a strong pipeline of future finance leaders while leaving a lasting impact.
The guiding principles of strategic finance
Foresight
The proactive anticipation of future financial trends and challenges, enable companies to make informed decisions and strategic plans. This principle emphasizes the use of data analytics, scenario planning, and forecasting techniques to predict potential outcomes and mitigate risks.
Alignment
Financial strategies and goals should closely align with your business objectives and operational plans. Strategic leaders foster collaboration across departments, ensuring everyone works towards a common mission.
Storytelling
Storytelling in FP&A transforms complex financial data and analyses into compelling narratives that stakeholders can easily understand and act upon. Effective storytelling bridges the gap between financial experts and non-financial stakeholders, facilitating better decision-making.
Balance
FP&A involves managing the trade-offs between short-term financial performance and long-term strategic goals. Careful evaluation of risks and opportunities is a heavy weight on a finance leader’s shoulders. By striving for balance, organizations can navigate financial complexities while achieving both immediate and future objectives.
Bookmark these FP&A
and finance resources
Strategic planning
xP&A: How to conduct extended planning and analysis
Learn all about extended planning and analysis (xP&A), or the new FP&A: holistic financial planning. Curious about what sets it apart?
Budgeting & Forecasting, Ebook
The future of strategic finance
Discover how to transition from day-to-day financial tasks to becoming a driver of business strategy.
Management reporting
Slides: The top 5 mistakes CFOs make when communicating with the board
What are the top 5 mistakes CFOs make when communicating with the board? Here's the slide deck our CFO-turned-CEO used in a CFO leadership council webinar.