FP&A done right Archives – Revelwood Knowledge Center
FP&A done right Archives – Revelwood Knowledge Center

FP&A Done Right Series The Strategic Planning process at many companies is in sore need of an overhaul. As many of you know, the “Strat Plan” can take on a life of its own. It was not too long ago that I was the guy who had the pleasure of creating and consolidating the Strategic Plan along with all the initiatives created by our VPs and functional areas. The greenfield initiatives. The cost savings initiatives. The sales and marketing initiatives. … Read More


FP&A Done Right Series If you have been following this blog series, you know that I am a ‘people and process’ guy. I’ve discussed how we become so good at circumventing the process that those workarounds become the process. Keep in mind, however, that a workaround, by definition, is meant to be temporary. When you are stuck in the weeds of your daily tasks, it’s almost impossible to see that your process is askew. If that is the case, how … Read More


FP&A Done Right Series While this may be an old concept, the Fixed Forecast Dilemma still holds true today. Not too long ago, this was a fairly arduous task, even if you wanted to undertake it. This is now primarily a mindset change because today’s planning, reporting and analytics systems make this task much easier than in the past.  Artificial Wall We create this disconnect between current year and next year – in our minds as well as in our … Read More


FP&A Done Right Series I have seen the extremes of the Finance/IT relationship during my career as an FP&A professional. When I first started navigating the Finance space, any and all systems were ‘owned’ by IT. That’s simply how it was. There was this love/hate relationship between the two and we each thought of the other as a necessary evil. We learned to live together but there was this constant tug-of-war over the constraints of the project management triangle; time, … Read More


“Why?” “Why?” “Why?” “Why?” “Why?” It’s maddening, right?  We’ve all been there. Every time you answer a question, another one is immediately fired back. Thankfully, my two sons have grown out of that stage. I, however, have not. If you were to ask me to list the traits of a great FP&A practitioner, Intellectual Curiosity would be at the top of the list. Without that, you simply become a task doer. While “doers” fill a very important role, your entire … Read More


This is a guest blog post from our partner Adaptive Insights.
When it comes to business, collaboration is vital. After all, no single department can do its job for long without the other departments pulling their own weight. Sales is no good if shipping can’t deliver; marketing falls flat if customer service keeps alienating users; everything grinds to a halt if human resources doesn’t provide the appropriate staffing. Read More


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