FP&A Trends Group

📈 AI is reshaping FP&A, automating routine tasks so teams can focus on what truly matters - strategy and insights. However, AI cannot fully replace human capabilities. Intuition, experience, and business acumen remain crucial for success. In our latest FP&A Trends Insights Paper, produced in collaboration with Workday Adaptive Planning, we: 🔹 Explore how AI, combined with human expertise, transforms FP&A into trusted business partners. 🔹 Present a Business Partnering Framework to guide teams in shifting from traditional finance roles to strategic partners. Explore these insights and discover how AI can enhance decision-making in your organisation. ➡ Follow the link to download the paper here: https://bit.ly/3BXyajI #fpatrends #ArtificialIntelligence #BusinessPartnering

🦾 AI continues to revolutionise FP&A, enabling smarter decisions and operational efficiency.   This shift was highlighted by Stefan Spiegel, CFO at ETH Zurich, who shared a compelling case study during a recent FP&A Trends Webinar on integrating AI into finance.   He showcased two transformative applications: using large language models (LLMs) to streamline internal processes and graph databases to analyse complex relationships.   💡 Check out his video to learn more about ETH Zurich's AI journey: https://lnkd.in/dVcgmpVy   #fpatrends #artificialintelligence #casestudy

⚙️ FP&A's role is evolving fast. We’re now pivotal in driving sustainable impact!   📍 Today, FP&A goes beyond managing financial health. We’re at the forefront of broader stakeholder management, balancing profits with environmental responsibility across seven key axes, outlined in the picture below.    How can FP&A shape a sustainable future for businesses?   ➡️ Discover the answer in this article by Ivan Volodchenkov, Finance & Impact Manager at R.F. Wilkins Consultants: https://lnkd.in/d2DYpXWB   #fpatrends #sustainability #esg

Leadership isn’t about titles or positions — it’s about planting the right seeds. The words and actions we choose can spark inspiration, enthusiasm and growth in others. But it’s not a skill we simply ‘get’ from a book or class — it’s built through consistent practice. ⭐ For FP&A professionals, this means mastering the essentials: - clear communication, - active listening, - dedicated mentorship.   These skills elevate our work beyond numbers, allowing us to lead teams with impact and purpose.   ▶️ In his latest article, Michael Gordon shares insights into building these fundamentals and making a lasting difference. Read the article to discover actionable tips and examples: https://bit.ly/3YSytoO   Do you practice these skills in your daily work? Drop your thoughts below. ⬇️   #fpatrends #leadership

❓ How do you ensure your strategy isn't just a vision but a roadmap to measurable results? In his latest article, Alex Erasso shares best practices for aligning enterprise goals with financial plans, breaking down each step — from creating scenario-based strategy maps to building economic and financial models that drive decisions. ▶️ Read the article for deeper insights: https://lnkd.in/g-kWNxf9 #fpatrends #strategy

❓ How can FP&A teams drive sustainable capital planning?   ✨ Each FP&A role is crucial in embedding sustainability into financial strategies. FP&A is at the core of this transformation, aligning ESG goals with innovative approaches to unlock greater value.   🏆 Together with Karl Orrling, we invite you to explore how to orchestrate this symphony: https://lnkd.in/dNJWRnZv   💡 We’d love to hear your perspective about how your teams embrace this transformation and contribute to ESG initiatives!   #fpatrends #sustainability

❗ Only 42% of organisations rate their forecasts as highly accurate, as per the 2024 FP&A Trends Survey. 🏆 So, how can we tackle this issue and turn your forecasting into a strategic advantage? We welcome you to dive into Richard Morris' newest article, where he shares four forecasting hacks to enhance value and improve the insights we deliver to the business.   ▶️ Discover these free-to-implement techniques to stay ahead: https://lnkd.in/dTA9ExEp   #fpatrends #forecasting

🎯 Master these 7 operational metrics to speak the same language as operations and supply chain! 🤝 To become trusted advisors to business leaders, FP&A professionals need to be on the same page with other organisational branches. How can we do that? 🏆 The answer lies in shifting to Extended Planning and Analysis (xP&A) and fostering Business Partnering. It's one of the best ways to break down silos and align strategies. ▶️ To find the answer to the question above, explore the latest article by Marcia D Williams, Managing Partner at USM Supply Chain. She reveals how to combine your financial and operational knowledge to become a trusted advisor to the business: https://lnkd.in/ddWZc6Hd #fpatrends #businesspartnering

🚀 While our hard skills remain non-negotiable, the importance of soft skills such as communication, listening, and emotional intelligence has skyrocketed in recent years.   Therefore, mastering these skills is now essential for modern FP&A professionals as it can unlock greater value for their organisations.    ➡️ In his latest article, Mohammed Hussain, Finance Manager at Builder.ai, shares four strategies to bridge the soft skills gap. I welcome you to read his insights here: https://lnkd.in/dFpextsZ    #fpatrends #softskills #skills

📊 Did you know that Excel remains the main planning tool for 52% of organisations?   🚧 These statistics come from recent FP&A Trends Surveys, and they have remained constant for a few years.   Many people ask: what holds us back? How we can meet the ever-changing requirements?   ⚙️The secret to uncovering greater value lies in the step-by-step adoption of modern technology.    ▶️ We invite you to explore Rishi Trivedi's article, which reveals how modern FP&A systems can help us gain a competitive edge: https://lnkd.in/d4Vkgw_C   #fpatrends #technology