3.5.24
Creating Alignment and Transparency Through a Driver-Based Model
FP&A MATURITY MODEL
Finance & Business Acumen
A driver-based model can create alignment and transparency by focusing on what drives the business rather than the minutia of modeling.
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3.5.24
The FP&A Role in Driver-Based Modeling
FP&A MATURITY MODEL
Finance & Business Acumen
Driver-based modeling is comparable to the steering wheel of your organization — it empowers teams to steer their financial strategies with accuracy and simplify decisions by focusing on the most important areas.
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1.25.24
Transforming FP&A Management Reporting & Planning
FP&A MATURITY MODEL
Management Reporting
Global design principles guided a reporting and forecast overhaul that included a single source of truth, structural alignment, mutually exclusive/collectively exhaustive data elements, reporting consistency and overall simplicity.
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1.24.24
Headcount Drivers to Manage Cash for Venture-Backed Companies
FP&A MATURITY MODEL
Plan and Forecast Development
Tying your headcount forecast to key drivers can simplify planning and create clarity across the organization.
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11.30.2023
FP&A’s Role in Managing Operational Risk
FP&A MATURITY MODEL
Finance & Business Acumen
FP&A can leverage operational risk techniques to improve forecasting, agility and business relations.
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11.1.2023
Incorporating AI into a Customer Retention Program
FP&A MATURITY MODEL
Analytics
Finance can understand the decisions being made, the meaning of the data and the constraints of the business model.
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11.1.2023
Incorporating AI into Revenue Forecasting
FP&A MATURITY MODEL
Analytics, Plan and Forecast Development
The forecast can be built up with layers like a cake; use AI as the base that aggregates history and data, then lay on top human adjustments and data overrides, and company maturity with the technology.
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10.5.2023
Bridging Data Science and FP&A
FP&A MATURITY MODEL
Analytics
Tapping into the vast amounts of company data that exists beyond the scope of a typical finance team can yield new insights and benefits; the key is to partner with the experts who have the tools, talents and techniques to do that.
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8.15.2023
Increase Performance: Create an Analytics Scorecard for the Right KPIs
FP&A MATURITY MODEL
Performance Management
KPIs alone are not sufficient to drive consistent outperformance over time; companies can apply analytics to test the strength and magnitude of the business drivers.
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6.27.2023
An Urgent Revamp to Reporting
FP&A MATURITY MODEL
Business Partnership, Data Planning
For this private equity roll-up, delivering meaningful management reporting required technical connectivity and the ability to craft data-supported performance theses for internal and external audiences.
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6.5.2023
How We Tamed the Budget Monster
FP&A MATURITY MODEL
Finance & Business Acumen
Creating a culture of continuous forecasting can bring FP&A closer to the business and reduce the burden of the budgeting process.
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5.22.2023
Add “Change Measurement” to Your “Change Management” to Increase Success
FP&A MATURITY MODEL
Organizational Design
In preparing for a change management event, understand the user journey to engage appropriately at each stage; follow up each phase with metrics to know how well all are proceeding toward adoption.
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4.14.2023
Build Effective Communication into the Finance DNA
FP&A MATURITY MODEL
Communication
A structured presentation design such as the Minto Method can organize your analysis and simplify the delivery of your message, making you a more effective partner.
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3.16.2023
Elevating Finance Knowledge for Non-Financial Partners
FP&A MATURITY MODEL
Business Partnership, Communication
By raising the financial knowledge of the organization, FP&A raises its own stature at the same time.
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1.26.2023
Decisions at a Distance from HQ
FP&A MATURITY MODEL
Plan and Forecast Development
Regional challenges and advantages, global events and their effects on the type of business and its workforce must all be considered when a budget process is driven through a global company’s headquarters.
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1.17.2023
A Problem with Standard Costs
FP&A MATURITY MODEL
Financial Analysis
Volatility in operations has different accounting and accountability treatments.
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12.2.2022
7 Steps on an EPM Transformation Journey
FP&A MATURITY MODEL
Reporting, Analytics
FP&A leaders must determine what services and capabilities to develop and design a roadmap to deliver on those.
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11.28.2022
Improving Finance Agility to Support the Business
FP&A MATURITY MODEL
Business Partnering
Aligning an organization with an agile approach requires communication, cross-functional collaboration, and a clear understanding of the non-negotiables.
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11.14.2022
One Source of Truth: Metrics for Accurate Performance
FP&A MATURITY MODEL
Performance Management
A consistent, transparent set of KPIs tied to external measures provides a true picture of the company’s performance; maintaining focus and achieving buy-in are a challenge.
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10.21.2022
Buying More Time with Robotic Process Automation
FP&A MATURITY MODEL
Technology & Data
Automating repetitive manual processes frees up time for quality analysis but requires careful planning to prevent locking in stagnant processes.
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9.12.2022
Tracking KPIs After an Acquisition
FP&A MATURITY MODEL
Performance Management
Faster target integrations gain operational benefits but complicate performance tracking.