Discover the most helpful resources to level up your FP&A skills
A step-by-step look at how data moves through a finance operating system, and how the same governed layer serves finance applications, chat-based AI tools, apps finance teams build themselves, and…
Bringing your own workbook and refreshing it are the standard demo checks. Two harder tests, structural change and a second login, are the ones that predict whether the connection still…
AI Tools for Excel: What’s Changed in 2026 Ask a room of finance people what “AI tools for Excel” means, and you’ll get two different answers, largely depending on what…
A finance operating system is a governed data layer that consolidates financial and operational data from across an organization, applies controls for accuracy, access, and compliance, and exposes that data…
In two companies, Nick Brignola, has shown the power of FP&A steering big ticket medical acquisitions. Firstly, almost a decade…
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It is fair to say that Larysa Melnychuk did not have the expected start to a career which has since…
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Gone are the days when finance activities involved only punching numbers and reporting on historical data. But unfortunately finance teams…
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CJ Gustafson started as an M&A Advisory Associate at a Big Four firm digging into the finances of big tech…
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Good data-driven storytelling requires finance leaders to be more picky and creative when presenting data to their business partners. That…
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Don’t let the word “expenses” in prepaid expenses fool you. Despite the name, prepaid expenses aren’t recorded as expenses initially…
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Gabriela Gutierrez is Financial Planning & Analysis Specialist at eBay Classifieds in Germany. Gabriela is one of our most international…
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Jon Laudie has managed FP&A at some of the US’s most iconic companies: Netflix, the top subscription streaming service, Ancestry,…
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Howard Tunnicliffe studied chemistry originally. Once he realized he “wasn’t the greatest experimental chemist ever” he made a switch to…
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Without consistent performance reporting, strategic decision-making is like taking a shot in the dark. Strategic planning and decision-making need real-time…
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In this special LinkedIn Live/ FP&A Today, join Paul Barnhurst and our all-star panel to answer your questions for budget…
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What does Generation Z Want from FP&A? Between them, college students Gabriel Valentin Navarro, Charlee Wambolt, and Derek Baker secured…
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John King, Senior Manager, Analytics & Insights, Private Brands at Walmart reveals how the largest US retailer makes use of…
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More FP&A teams should take advantage of the secret power of Monte Carlo simulations, argues Jamie Genge, Head of Financial…
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The first one-of-a-kind art collection created in Excel and available to buy as a NFT has gone on sale. Datarails,…
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Matthew Bernath, based in South Africa, has been a financial modeler for 15 years. Such was his thirst to learn…
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Lance Rubin is one of the world’s leading experts on financial models, creator of thousands of models and has literally…
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Account reconciliation is an essential step in the financial close process. It involves comparing financial records against one another to…
Read moreChristian Wattig is one of the world’s leading experts in FP&A having led teams at Unilever, Procter & Gamble, and…
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To be successful in Financial Planning & Analysis, you need business partnering skills. In fact, in a study analyzing 500…
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From a family of entrepreneurs, Kathy Svetina was always going to run her own business. Kathy first took financial planning…
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Aliyyah Abdullah is Strategic and Operational Finance Leader, Universal Foods Limited. Based in Trinidad and Tobago, Aliyya began studying management,…
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Carl Seidman is an FP&A Leader who works with Fortune 500 companies providing advice and strategy on best practices and scaling…
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Start following these FP&A influencers and finance thought leaders today. The term “influencer” might conjure up an image of an…
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Anna Oblakova has spent 15 years in FP&A – it is the only job she ever wanted. She started her career…
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Today, in addition to traditional responsibilities, finance teams are also expected to create strategies informing business decisions. It has even…
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For Stéphanie Herbots, a finance perfectionist, everything was going to plan. Stéphanie got her masters degree. Sailed into a career in…
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Kenneth Fick, had it in his background to be in FP&A: His father spent 40 years in FP&A at Fisher…
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There is a reason why FP&A and accounting professionals still rely on Excel after (almost) 40 years. It works. What…
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FP&A veteran Cameron Janke has spent most of the last decade working at HealthEquity, the largest health savings account in…
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Gemma Davie, Associate Director, Performance (FP&A) leads a team of 12 in her FP&A function at comparethemarket.com, one of Britain’s…
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Secrets to Awesome Change Management in Finance Francesca Valli is highly sought after when CFOs come calling to discuss high-priority…
Read moreConsolidation accounting is a method of accounting used when a parent company owns subsidiaries (from 20% to upwards of 50%)….
Read moreHow to Succeed in Best in Class FP&A Bryan Lapidus has more than 20 years of experience in the corporate…
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Did you know that there’s a financial modeling world cup? For FP&A professionals and CFOs, that’s probably how they feel…
Read moreJack Alexander: How a Top Gun Maverick FP&A Keeps their Seat at The Table Jack Alexander is an in-demand speaker, author…
Read moreStrong revenue, a happy board, and then came the covenant breach nobody saw coming. A debt-service coverage ratio had been…
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What are financial ratios? Financial ratios are basic calculations using quantitative data from a company’s financial statements. They are used…
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When it came out in 1985, Excel was nothing short of a revolution. It seems that every year, some effort…
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The Big Data Knowledge FP&A Pros Need, Bad Excel Education, and the Function Everyone Should Use Jordan Goldmeier started out…
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Companies need to invest in financial planning and analysis and cement relationships between finance teams and other departments in order…
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Diarmuid Early has been hailed as the Greatest of All Time at Excel. Here he reveals his secrets and whether…
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Did you know that to better comprehend the financial positioning of a business or corporation, all you have to do…
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The month-end close, or closing the books, is one of the most critical processes in finance. It is more than…
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Over the past decade, the financial planning and analysis (FP&A) profession has exploded, becoming the 13th fastest-growing role in the United…
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Companies use three main financial statements to record and report the financial representation of their operations and activities. These three…
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Financial planning and analysis (FP&A) supports an organization’s financial health. Most businesses consider the FP&A role in planning and budgeting,…
Read moreFrom finance professional to customer success I’m going to confess. Customer Success was not part of my career trajectory. Even…
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In this post Anders Liu-Lindberg a leading advisor to senior FP&A professionals reveals the 10 biggest trends impact FP&A in…
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The Financial Planning and Analysis Role is a torchbearer for value creation in the CFO’s office. No longer occupied with…
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Completing Excel courses provides a lot of benefits for finance professionals. No matter what experience you have in Excel, learning…
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Cost volume profit analysis is a financial planning tool leaders use to create effective short-term business strategies. Break-even analysis is…
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One of the primary concerns of any business, big or small, is when they will break even. The primary purpose…
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The budget, a pain point for every new entrepreneur, vilified and attacked over the decades, continues to be a core…
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As other departments have advanced and moved into presenting data in more dynamic ways, finance departments are somewhat stuck in…
Read moreWith access to so many financial reporting solutions, there are many reasons why you should stop creating your reports manually….
Read moreThe modern business environment is synonymous with new technology. Much of the past few decades have been spent in what…
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The primary purpose for establishing and maintaining any business is to generate profit. From the moment of conception onward, all…
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Budget variance analysis is an important component of corporate performance management and learning how to build flexible budget variance formulas…
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Improving financial reporting is a must. A recent CFO survey found that 85% of CFOs believe that while they have…
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