Financial analysis is at the heart of financial planning and analysis (FP&A). With an end goal of optimizing the use of capital and resources, it helps answer three questions: what happened, what does it mean and what should we do next? MORE.

Recent Articles

  • Jun 29, 2026

    What PE Firms Look for in Portfolio Company Finance Teams

    Private equity firms measure success against a completely different rubric than what the portfolio company spent years optimizing for. The financial professionals who survive in this new environment prioritize the strategic over transactional, speed over perfection and business partnering over number keeping.
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  • May 28, 2026

    30 Questions Every PortCo Finance Team Should Ask Its New PE Owner

    We asked the Association for Financial Professionals community of practitioners what every portfolio company finance team should ask its new PE owner. These are the questions they recommend.
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  • May 21, 2026

    Lessons from a 30-Year FP&A Exec on AI Financial Modeling

    A finance executive with 30+ years of experience shares his lessons learned from building, breaking and rebuilding financial models with AI. His learning journey reveals the advantage senior professionals have in applying their experience to safeguard AI outputs.
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