Financial Planning & Analysis (FP&A) is often where the overarching strategies of a business are put under the microscope. Yet, despite its critical role, the pitfalls are numerous. Today, we unpack five significant issues FP&A teams frequently encounter, explaining why they matter and what better strategies look like. 1. Over-Reliance on Historical Data What it […]
In today’s volatile economic landscape, many organizations are grappling with financial planning and analysis (FP&A) hurdles that threaten their growth and sustainability. The traditional approach to financial management is failing to keep pace with the dynamic demands of business. Enter fractional FP&A, a solution that promises not only to solve immediate financial challenges but also […]
Corporate finance has never been more complex. Amid economic uncertainty, rapid digital change, and fluctuating market demands, FP&A professionals must pivot quickly and strategically. Traditional processes are proving insufficient. Here’s a closer look at seven distinct insights that can elevate FP&A practices for CFOs and finance teams, focusing on decision-making, forecasting, modeling, and genuine business […]
In today’s fast-paced financial ecosystem, businesses increasingly face the daunting challenge of making data-driven decisions on limited resources. Enter Fractional Financial Planning & Analysis (FP&A), a model that democratically levels the playing field. It allows companies of all sizes to access high-level financial expertise without the burden of full-time hires, presenting a compelling solution amidst […]
Financial Planning and Analysis (FP&A) has evolved beyond simple number-crunching. Today, it drives strategic decision-making, partnerships, and value creation. Yet many organizations cling to outdated practices. Below are key insights that reveal common pitfalls and present pathways for improvement, framed through the lens of operational excellence, such as that practiced by The Schlott Company. 1. […]
In today’s volatile business climate, organizations face chronic financial pressures that call into question their strategies and assumptions. Enter Fractional Financial Planning and Analysis (FP&A)—a business model that is becoming increasingly essential for companies seeking agility, expertise, and cost efficiency in financial management. This article explores the rise of Fractional FP&A, its advantages, and how […]
Financial Planning and Analysis (FP&A) is the backbone of strategic decision-making for organizations. Yet, despite the increasing importance of this function, many companies still struggle to harness its full potential. Here are ten crucial insights that can reshape your approach to FP&A, improving forecasting accuracy, fostering strong business partnerships, and streamlining decision-making processes. 1. The […]
In the rapidly evolving business landscape, organizations face a critical challenge: aligning financial planning and analysis (FP&A) with strategic goals amidst uncertainties. The rise of fractional FP&A services presents a compelling solution to this dilemma, driving enhanced financial insight and agility without the overhead of traditional full-time hires. This article unpacks the value of fractional […]
The Data Deluge Problem Every CFO knows the feeling. Five versions of the truth.Ten “final” spreadsheets.Slack channels full of screenshots no one trusts. It’s not that teams lack data — it’s that the data lacks design. Modern finance teams are drowning in numbers but starving for insight.Because without automation, FP&A becomes a copy-paste relay race […]
The Myth of “Time Savings” Most teams justify Excel automation with a single argument:“It’ll save us hours.” And it does.But that’s not the real return. Time saved is the surface ROI — the easy win you can measure in hours reclaimed or manual steps eliminated.The hidden ROI lives deeper — in the decisions, precision, and […]