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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.
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.
Continue to collaborate beyond reporting to understand operational drivers across departments. Leverage these insights to challenge norms, identify opportunities, and influence strategic direction.
Integrate financial and operational data into a unified view. Apply predictive modeling to surface forward-looking insights that drive smarter decision-making.
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.
Laying groundwork
Iterative improvements
Holistic FP&A
Optimized XP&A
XP&A mastery
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.
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 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.
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.
“If you're not building the relationships with your team, departments, and customers it gets harder to do your job.”
Julia Coto
CFO, Chartspan Medical Technologies
"Human error is going to create mistakes. You can’t audit every line."
Amanda Hoppe
Director of Finance & Adminstration, Freedom Games
“The CFO is much more of a strategic role nowadays, and that extends down into finance and FP&A.”
Allen Michaelis
Senior Director of Finance, Bluewind Medical
“If you're not building the relationships with your team, departments, and customers it gets harder to do your job.”
Julia Coto
CFO, Chartspan Medical Technologies
"Human error is going to create mistakes. You can’t audit every line."
Amanda Hoppe
Director of Finance & Adminstration, Freedom Games
“The CFO is much more of a strategic role nowadays, and that extends down into finance and FP&A.”
Allen Michaelis
Senior Director of Finance, Bluewind Medical
Strategic planning
Learn all about extended planning and analysis (xP&A), or the new FP&A: holistic financial planning. Curious about what sets it apart?
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Budgeting & Forecasting, Ebook
Discover how to transition from day-to-day financial tasks to becoming a driver of business strategy.
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Management reporting
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.
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