White Papers & eBooks:

The FP&A Handbook

The Who, What and Why of Financial Planning & Analysis

The newly released FP&A Handbook by the Association for Financial Professionals® (AFP), “The Who, What and Why of FP&A”, and underwritten by Jedox, defines the core functions of FP&A and contains case studies of current FP&A Professionals around the globe. Take a deep dive to explore FP&A, why it matters, career paths, and leading practices in the field with this comprehensive handbook.

The role of the CFO is changing in a way that mirrors macro forces. While the CFO has always been the steward of company capital, responsible for financial controls and reporting, ensuring adequate capital flows, and deploying the next unit of capital for the
best long-term return, the role is evolving. In this new era comes the opportunity to harness new tools to create new capabilities for finance, leading to new operating models of how we deliver our services to the company.

The new operating model of finance is a team of value-focused finance practitioners expanding opportunities for the enterprise. Better data management and connected tools remove the burden of gathering and preparing data, and provide more time for analysis, insight and recommendations. This shift to value-focused finance places a strong emphasis on financial planning and analysis (FP&A). More than simply a box on enterprise organization charts, FP&A is skill set that can bring this vision to reality. FP&A often goes by different names in different companies and countries, but it always has the same goal: optimize the use of capital and resources by supporting business decisions.

Download the handbook to get an inside look into real-life FP&A.

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Highlights:

  • How FP&A is defined and how it is evolving
  • A day in the life of FP&A
  • Characteristics of leading FP&A organizations
  • Career paths to and through FP&A
  • A glossary of FP&A terms
Download