• Strategic Planning For FP&A: How To Nail The Kickoff Meeting

    You’re in FP&A and the CFO suddenly asks you to lead strategic planning out of the blue. You just joined a few weeks ago.⚡Do you know where to start? There is a lot to consider, but one of the first steps is a kickoff meeting with senior leaders. Here are some practical questions (not exhaustive) to cover

  • Strategic Planning For FP&A: What Is It? What is FP&A’s Role?

    Q2 is when many companies kick off strategic planning, and this process is one of the best opportunities for FP&A to help drive impact. The stakes are high, as bad decisions or lack of action could hurt the company’s growth or focus. Over a series of posts, I’m going to share what I have learned