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FP&A Insights from Finance Practitioners

Best practices, frameworks, and real-world guidance from finance leaders who've built and run FP&A at companies of every size.

All Posts (22) FP&A Strategy AI & Technology Excel Industries Reporting Budgeting
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FP&A Strategy
FP&A StrategyMar 18, 2025 ยท 9 min read
The Complete CFO Guide to Rolling Forecasts in 2025
Why static annual budgets are killing your finance team's effectiveness โ€” and the proven methodology to switch to contin...
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Sam Johnson Read โ†’
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Excel
ExcelMar 12, 2025 ยท 7 min read
How to Supercharge Excel for FP&A Without Replacing It
Excel isn't the problem. Manual data collection is. Here's the playbook for keeping Excel at the center of your FP&A sta...
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Sam Johnson Read โ†’
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AI & Technology
AI & TechnologyMar 5, 2025 ยท 8 min read
AI in FP&A: What's Real and What's Hype in 2025
A practitioner's guide to where generative AI actually delivers value in financial planning โ€” and where the vendor promi...
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Emily Wilson Read โ†’
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Process
ProcessFeb 28, 2025 ยท 10 min read
Month-End Close: From 10 Days to 3 Days โ€” A Real Playbook
How mid-market finance teams are cutting close time by 70% using automation, connected data, and better workflows. Real ...
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Carla Williams Read โ†’
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Budgeting
BudgetingFeb 21, 2025 ยท 6 min read
Zero-Based Budgeting vs Rolling Forecasts: A CFO's Decision Framework
Both methodologies have passionate advocates โ€” and both work in the right context. Here's how to decide which is right f...
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Sam Johnson Read โ†’
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Integrations
IntegrationsFeb 14, 2025 ยท 12 min read
Connecting SAP to Your FP&A Process: The Definitive Guide
SAP integration is the most-asked-about topic at every FP&A conference. Here's everything you actually need to know โ€” fr...
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Emily Wilson Read โ†’
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AI & Technology
AI & TechnologyFeb 7, 2025 ยท 7 min read
How AI is Transforming the CFO's Office in 2025
The CFO role is evolving faster than at any point in the last 30 years. Here's how leading finance leaders are using AI ...
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Anne Miller Read โ†’
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FP&A Strategy
FP&A StrategyJan 31, 2025 ยท 11 min read
Building Driver-Based Financial Models That Actually Work
Driver-based modeling is universally agreed to be better than historical-extrapolation budgeting. So why do so few compa...
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Sam Johnson Read โ†’
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Manufacturing
ManufacturingJan 24, 2025 ยท 9 min read
The Manufacturing CFO's FP&A Playbook for 2025
Production variance analysis, CAPEX planning, and multi-plant consolidation โ€” the three FP&A workflows manufacturing fin...
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Sam Johnson Read โ†’
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Technology
TechnologyJan 17, 2025 ยท 8 min read
The Definitive Guide to SaaS Financial Metrics for FP&A Teams
ARR, MRR, churn, NDR, CAC, LTV, Rule of 40 โ€” calculated correctly, these metrics are your company's financial GPS. Calcu...
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Emily Wilson Read โ†’
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AI & Technology
AI & TechnologyJan 10, 2025 ยท 6 min read
How AI is Reinventing Financial Variance Analysis
Traditional variance analysis takes days and tells you what happened. AI-powered variance analysis takes seconds and tel...
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Sam Johnson Read โ†’
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Budgeting
BudgetingJan 3, 2025 ยท 7 min read
Budget Season Survival Guide for FP&A Teams
Budget season is notoriously brutal. Here's the proven playbook for running a faster, less painful annual planning cycle...
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Brenda Davis Read โ†’
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Healthcare
HealthcareDec 27, 2024 ยท 8 min read
Healthcare Finance: The Unique FP&A Challenges CFOs Must Solve
Payer mix volatility, workforce cost complexity, and multi-facility consolidation โ€” the financial planning challenges th...
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Sam Johnson Read โ†’
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Cash Management
Cash ManagementDec 20, 2024 ยท 9 min read
Cash Flow Forecasting: Why Most Finance Teams Get It Wrong
13-week cash forecasting is the most valuable and most frequently botched finance process. Here's the framework for gett...
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Emily Wilson Read โ†’
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Consolidation
ConsolidationDec 13, 2024 ยท 10 min read
Multi-Entity Consolidation: A Step-by-Step Guide
Consolidating financials across multiple entities, currencies, and ERPs shouldn't take a week. Here's how modern finance...
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Sam Johnson Read โ†’
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Nonprofit
NonprofitDec 6, 2024 ยท 7 min read
Nonprofit Finance: Mastering Fund Accounting Without Losing Your Mind
Restricted funds, grant restrictions, indirect cost rates โ€” nonprofit finance has a complexity that commercial FP&A soft...
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Daisy Jones Read โ†’
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Reporting
ReportingNov 29, 2024 ยท 6 min read
Data Visualization for CFOs: How to Make Numbers Tell Stories
The best financial analysis in the world fails if the visualization is confusing. Here's how to turn financial data into...
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Anne Miller Read โ†’
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Integrations
IntegrationsNov 22, 2024 ยท 12 min read
The Ultimate Guide to ERP-FP&A Integration in 2025
Connecting your ERP to your FP&A process is the single highest-ROI investment a finance team can make. Here's how to do ...
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Emily Wilson Read โ†’
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Construction
ConstructionNov 15, 2024 ยท 8 min read
Construction Finance: Job Costing and WIP Analysis Modernized
Job cost tracking and WIP analysis are mission-critical for construction finance โ€” and chronically manual in most compan...
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Sam Johnson Read โ†’
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FP&A Strategy
FP&A StrategyNov 8, 2024 ยท 7 min read
Scenario Planning in Uncertain Times: The Finance Leader's Guide
When the future is uncertain, the instinct is to forecast more conservatively. The right answer is to forecast more scen...
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Sam Johnson Read โ†’
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Reporting
ReportingNov 1, 2024 ยท 6 min read
Board Financial Reporting: What CFOs Wish They'd Known Sooner
Board members want clarity, context, and forward-looking insight โ€” not a wall of numbers. Here's how the best CFOs struc...
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Anne Miller Read โ†’
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FP&A Strategy
FP&A StrategyOct 25, 2024 ยท 8 min read
Building a World-Class FP&A Team in a Mid-Market Company
Headcount, skills, structure, and technology โ€” the four decisions that determine whether your FP&A team is a cost center...
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Sam Johnson Read โ†’

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