Looking for case studies used in FP&A interviews? See these FP&A case interview examples.
Building an FP&A Function
Driving Accountability at a Venture-Stage Company
FP&A MATURITY MODEL: Finance and Financial Processes
A new FP&A function must build its capabilities and establish itself as a strategic business partner by driving accountability through effective performance measurement.
Aligning Team Structure to Focus on Business Advisory Roles at a MidCap
FP&A MATURITY MODEL: Personal and Team Effectiveness
The interrelation among team structure, roles and hiring the right people can lead to FP&A's success in becoming advisors to the business.
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Managing the Team Through a Transitional Period at a LargeCap
FP&A MATURITY MODEL: Personal and Team Effectiveness
Bringing in the right talent and managing the existing team requires alignment with the FP&A vision and attention to team needs.
Building Allies and Maximizing Corporate Value at The Fujitsu Group
FP&A MATURITY MODEL: Organizational Design
For FP&A to be effective, it must be recognized as a distinct function, have an organizational structure that allows it to deliver value to finance and the business, and be appropriately staffed and equipped with the necessary tools.
Instilling Financial Accountability Through Processes at a Newly Public Company
FP&A MATURITY MODEL: Mindset, Finance Processes
For the company to move from a cost focus to an ROI and market focus, it needs an FP&A function that can hold management accountable.
Featured Case Studies
Peloton and the Cost of Linear Thinking: A Scenario Planning Case Study
FP&A MATURITY MODEL: Finance and Financial Processes
Finance must hold multiple points of view about the future by keeping an element of doubt in planning, building flexibility into investments and scanning for changes in the environment.
Scenario Planning: Moving Finance from Bottleneck to Business Partner
FP&A MATURITY MODEL: Finance and Financial Processes
Scenario development requires an understanding and blending of business processes, economics of how money is made and financial guardrails/implications.
Model Breakdown: How FP&A Averted a Liquidity Crisis
FP&A MATURITY MODEL: Financial Analysis
It is critical to validate financial models by examining the structure, logic, calculations, inputs and outputs.
How a Fintech Used Machine Learning-Based Forecasting and Business Partnering to Improve Cost Optimization
FP&A MATURITY MODEL: Integrated Planning, Budgeting and Forecasting; Analytics; Business Partnering and Communication
A finance organization became a key driver of strategic execution by leveraging machine learning (ML)-based forecasting and embedded business partners.
Cost Optimization: Building Sustainable Advantage
FP&A MATURITY MODEL: Finance and Financial Processes
An empowered FP&A team that builds relationships with the business, looks at data in a new context and creates a disciplined structure can change the business mindset to own cost optimization activities.
Finance Leads Cost Optimization Through Transformation
FP&A MATURITY MODEL: Finance and Financial Processes
A structured approach to improving your expense margins includes looking for opportunities in cost reduction, cost avoidance, and operational transformation and efficiency.
AI-Powered Finance
From the AFP FP&A Guide to AI-Powered Finance
IBM’s Enterprise Transformation — Finance Technology
FP&A MATURITY MODEL: Technology & Data
The finance domain is ripe for data science and automation solutions to improve efficiency, productivity and reliability.
Use Cases for Generative AI
FP&A MATURITY MODEL: Technology & Data
A large language model (LLM) is a type of artificial intelligence that can process and produce natural language texts.
Applying AI to an EPM System
FP&A MATURITY MODEL: Technology & Data
If you truly are doing a transformation, don’t put the effort into a detailed forecasting process and then turn around and have machine learning come back with better answers. Start with AI and try to skip some of that grinding work.
Creating Alignment and Transparency Through a Driver-Based Model
FP&A MATURITY MODEL: Finance & Business Acumen
A driver-based model can create alignment and transparency by focusing on what drives the business rather than the minutia of modeling.
The FP&A Role in Driver-Based Modeling
FP&A MATURITY MODEL: Finance & Business Acumen
Driver-based modeling is comparable to the steering wheel of your organization — it empowers teams to steer their financial strategies with accuracy and simplify decisions by focusing on the most important areas.
Headcount Drivers to Manage Cash for Venture-Backed Companies
FP&A MATURITY MODEL: Plan and Forecast Development
Tying your headcount forecast to key drivers can simplify planning and create clarity across the organization.