The Ledger

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Tag Archives: financial planning and analysis

FP&A Trends: FP&A: Thriving in Uncertainty

“The implementation and usage of modern analytics systems allow greater data consistency among different sources.”

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SF Magazine: Business Resilience Through Demand Planning

“High forecasting error rates can cause a significant impact to a company’s profitability. When the demand plan is inaccurate, either excess or obsolete inventory is stockpiled, or, on the contrary, having insufficient inventory will cause stock-outs, resulting in negative revenue and reduced customer loyalty.”

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CFO Dive: CFO FP&A Close-up: Finance Function’s ‘Octopus’

“Those in charge of the behind the scenes work that goes into budgets and forecasts as well as the analysis of those results, need to have a futuristic, or forward thinking mindset.”

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FP&A Trends: Do You Know Your Business Drivers or Still Rely just on KPIs?

“Driver-Based Planning and forecasting allow us to react to changes in the external environment, create more accurate and meaningful plans, and promote understanding of the business and its drivers.”

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FP&A Trends: The FP&A Role in Hyperinflationary Context (Argentinian History)

“Undoubtedly, one of the biggest challenges in our work is to reduce uncertainty in the construction of future scenarios, understanding the past, anticipating threats and providing analysed information in time for decision-making.”

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FP&A Trends: Optimising Budget Efforts with Modern Processes, Mindset and Tools

“Calculating one budget scenario is already an extensive and complex exercise, considering the re-calculation of cost and profit centres, legal entities, business divisions, and other parties involved. Therefore, calculating scenario-based budgets to return a landing range of profitability will require powerful ERP and BI tools to process the quantity of data.”

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FP&A Trends: FP&A Integration: The Winning Formula

“You need unified performance measurements that align the strategy, the operational, and the financial plans. But as Garrett pointed out, companies don’t always have this information at their fingertips. Different information is likely pocketed in various parts of the organisation and, perhaps, disparate systems. By pulling all of that together and sharing the information, everyone has a better-informed basis for optimal decision-making.”

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FP&A Trends: Best Practices to Drive Transition to Extended Financial Planning & Analysis (xP&A)

“To achieve an integrated FP&A, organisations and their leaders need to focus on key success factors”

  1. Data & Key Drivers
  2. Driver-Based Model
  3. Way Financial View
  4. Integrated Processes
  5. Integrated People
  6. Integrated Platform

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FP&A Trends: How FP&A Teams Must Harness Scenario Planning To Aid Decision Making

“The need for short-term, dynamic Scenario-Based Planning becomes evident. However, many organisations remain stuck in the traditional planning process, which takes months to prepare and becomes outdated the moment they are finalised.”

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