Articles on financial planning, reporting, modeling and the decisions behind the numbers.
Why FP&A Must Treat Geopolitics as a Financial Driver North Korea set new conditions for resuming talks with the United States, with Kim Jong Un citing his “fond memories” of meetings with Donald Trump…
Read article ↗Why FP&A Must Model Policy Shock Like Market Shock Indian IT shares dropped sharply after reports that the U.S. may introduce a $100,000 H-1B visa application fee, a move tied to proposals from former…
Read article ↗Why Pfizer’s Metsera Buyout Is a Lesson in FP&A Agility Pfizer Inc. is closing in on a $7.3 billion acquisition of Metsera, an anti-obesity drugmaker. If finalized, it would be one of the largest…
Read article ↗Most FP&A teams still forecast with lagging data: revenue booked, expenses paid, churn realized. By the time those numbers show up, the damage is already done. Forecasting shouldn’t just record history. It should see…
Read article ↗7 Ways AI in FP&A Creates New Risks You Can’t Ignore AI is flooding into FP&A. Forecasts update in seconds, dashboards glow with insights, and executives cheer at “smarter” planning. But here’s the truth:…
Read article ↗Why FP&A Needs Decision Ownership, Not Consensus Theater Most FP&A teams mistake “inclusive” forecasting for accuracy.They gather inputs from every function, run endless meetings, and stitch together a model built on 20 competing opinions.…
Read article ↗Why FP&A Must Build Decay Into Assumptions Most FP&A teams treat their models as immortal. Build it once, lock it down, circulate the deck. A month later, six months later, a year later…
Read article ↗Why FP&A Needs Rolling Reality Instead of Annual Myths Every fall, FP&A teams gather to perform the same ritual: budgets.Spreadsheets get locked. Assumptions get baked. Presentations get polished. And within weeks? Reality diverges. Yet…
Read article ↗Why FP&A Needs Capacity for Human Energy in Forecasts Most FP&A models assume people are machines. Productivity per headcount is fixed, output per hire never wavers, and teams deliver indefinitely at full tilt.…
Read article ↗Most FP&A teams act like competitors don’t exist.Forecasts are built entirely on internal assumptions: revenue, churn, headcount, expenses. But markets don’t move in a vacuum. Your forecast doesn’t just depend on you — it…
Read article ↗Sensitivity analysis should reveal where your model is fragile.Instead, most FP&A teams use it like a parlor trick — tweaking numbers without learning anything. Here are six ways sensitivity analysis fails in FP&A: 1.…
Read article ↗Finance teams obsess over numbers: revenue, margins, headcount.But the one driver that rarely makes it into the forecast — and quietly determines all the rest — is trust. When trust erodes inside a company,…
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