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AFP FP&A Guide to Communication Skills for Finance

FPAG Communications

Strong communication skills are the key to success in corporate finance, turning data into actionable insights that drive influence and results.

AFP's FP&A Guide to Communication Skills for Finance provides expert-driven strategies to enhance storytelling, build trust with stakeholders and lead more effective meetings. This guide equips finance professionals with the tools to present data compellingly, align with company culture and maximize engagement—helping them transform insights into impact.

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STORY STRATEGY: CRAFT YOUR MESSAGE FIRST

Crafting a compelling story in the finance domain is not just an art — it’s a powerful skill that can influence, move people to action, and build trust, community and connection. Check out Janine Kurnoff's powerful storytelling framework with signposts that guide the crafting of an impactful business narrative.

PARTNER STRATEGY: BUILDING TRUST THROUGH EFFECTIVE COMMUNICATION

Effective communication is crucial for building trust, and an understanding of organizational culture can help you adapt communication methods to align with the expectations and needs of stakeholders.

We think of trust as an equation: 

Equation for FPAG

    VISUALIZATION STRATEGY: PRESENT YOUR DATA WITH IMPACT

    Visuals are powerful tools that enhance your message. Listening alone limits information retention, but combining words, text and visuals makes your message more memorable. 

    Soufyan Hamid recommends you:

    • Eliminate Unnecessary Ink
    • Use Colors Appropriately
    • Avoid Misleading Practices
    • Know Which Chart Is Appropriate for Each Situation (using the table below
    Chart for FPAG

    ENGAGEMENT STRATEGY: EFFECTIVE MEETING PRACTICES

    Meetings play a vital role in fostering communication, collaboration and coordination within an organization. When done well, they provide a platform for:

    • Sharing information
    • Aligning goals
    • Making collective decisions
    • Solving problems
    • Generating ideas
     
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    Published April 8, 2025