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

Fly…Fly; Ring…Ring; Wave…Wave; Bat…Bat In the above examples: Am I talking about a fly that’s buzzing around my head or are we getting on a plane to fly somewhere? Is that the ring from a telephone or a fancy diamond ring? Did someone just wave at you from across the room or are we going surfing on a big wave? Did we just see a bat fly out of a cave or did I pick up my bat and step … Read More


“We need to add this functionality…and this dimension…and that dimension…and sometimes we get asked for this so let’s add something else to capture that…and this one is really important…we can add all of that, right?” I have been involved in several conversations very similar to this one. My answer is always, “Yes, but just because you can, doesn’t mean you should.” Unfortunately, anything I say after “yes” is frequently tuned out at first. Sometimes I wish I could simply say, … Read More


Music has been a large part of my life for many years now. I have played drums and percussion in multiple bands, orchestras and jazz ensembles, and I have sung in several choirs and barber shop quartets. The one constant through all of them has been a talented conductor or director at the helm. A band doesn’t simply get together and decide to play a famous concerto. The conductor chooses a piece that speaks to him or her, works with … Read More


FP&A Done Right Blog Series – Finance Fridays Are you preparing to move from Excel to a new planning and reporting solution? Perhaps you are changing to a new solution or simply upgrading the current one you have. Are you planning to implement your current process in the new system or are you going to take this opportunity to make changes and updates? I can help with that last one! Avoid the dreaded “lift and shift.” It will always be … Read More


I am an “FP&A guy.” I love this stuff. I love every part of it – from the last-minute changes to the long range planning sessions and everything in between. Throughout my career, I’ve had the opportunity to be involved in all aspects of global FP&A and want to share some of my insights and tips and tricks with you all. It has certainly not always gone as planned and I have had my share of missteps. At times, I … Read More


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