RESOURCES · E-BOOK

The Data Driven FP&A Playbook

Your complete roadmap to transforming FP&A performance in professional services.

As data volumes increase, FP&A professionals can overcome the challenges of manual consolidation and potential data loss by harnessing BI for data cleansing. This enables firms to identify errors in data sets, and conduct accurate forecasting and scenario planning.

What you get

• Data consolidation

  Consolidation is crucial for FP&A professionals as data volumes grow and become harder to analyse. Manual consolidation is error prone and involves lengthy cycles.

• Data cleansing strategies

  Data cleaning in FP&A identifies errors or corruptions, averting larger future consequences such as impacting client relationships, compliance issues, and inaccurate decision making.

• FP&A automation

  To run a more data-driven FP&A department, it is crucial to leverage automation and utilise FP&A tools to analyse past data, market conditions, and future circumstances to make accurate decisions.

What you will find inside

• —Data standardisation and data governance for FP&A professionals
• —Data integration and creating the single source of truth
• —FP&A in professional services have changed, here's how
• —Headwinds and risks in professional services are increasing
• —The need for data driven decision making
• —Key components for data driven BI and FP&A in professional services
• —Staying ahead of market disruption
• —Improving financial forecasting to become more investable
• —Data driven decision making and agility
• —Future proofing the business and mitigating the risk of human capital knowledge loss
• —Scenario modelling for better strategic and financial planning
• —Better integrating P&L post merger
• —More accurately setting and measuring KPIs using BI for FP&A professionals
• —Our 4 step model to transforming FP&A with data

Written for FP&A professionals and finance leaders in professional services firms.

E-book · 20 pages · PDF