FP&A Learning Resources
The FP&A Guy
by Paul Barnhurst
1M ago
RESOURCES COMING SOON ..read more
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FP&A Educational Path (Certifications and More)
The FP&A Guy
by Paul Barnhurst
1M ago
This article is in Process FP&A Educational Paths Financial Planning and analysis (FP&A) has grown significantly over the last five years and has become one of corporate finance's most important and attractive roles. Gone are the days when FP&A was viewed as nothing more than a back-office function. Today, FP&A is seen as a strategic partner necessary to help the business make better, faster decisions about deploying its future capital to maximize returns. In 2022, LinkedIn listed it as the 13th fastest-growing job title in the US over the last five years. [1] Today, more than ..read more
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Assessing & Improving Your FP&A Skills
The FP&A Guy
by Paul Barnhurst
1M ago
Note: If you purchase items below using a link or code provided, I might earn an affiliate commission. I believe in all the resources listed below and that is why I have partnered with several of them. I am regularly asked what skills a person needs to work in FP&A. While the list will vary depending on who you ask, many of the top skills are similar, no matter who you ask or what company you choose to work for.  Developing these skills will not only help you get a job in FP&A, but improving on these skills will help you carve out a successful career in FP&A where you can ..read more
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How to Break into Financial Planning & Analysis (FP&A): Your Complete Guide
The FP&A Guy
by Paul Barnhurst
1M ago
Breaking into Financial Planning & Analysis (FP&A): A Guide for Every Path Want to break into FP&A but aren't sure where to start? Whether you're a recent graduate, accountant, consultant, or investment banker, there's a path for you. FP&A professionals come from diverse backgrounds, and there's no single "right way" to enter the field. Success often comes down to leveraging your existing skills while developing new ones, particularly in areas like Excel and financial modeling. Whether you're planning an immediate career switch or a longer-term transition through an MBA, this g ..read more
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How BI tools for Planning vendors can improve the effectiveness of their positioning
The FP&A Guy
by Paul Barnhurst
1M ago
This article is written by Lawson Abinanti and the views expresses are his alone. In my first annual positioning effectiveness assessment of BI tools for planning vendors, I've discovered a critical gap in how these companies communicate their value. Many vendors assume buyers understand the benefits of features like writeback – but here's the truth: website visitors won't dig deeper unless they immediately grasp why they should care. The most concerning finding? Five major vendors struggle with lack of differentiation, leading to buyer confusion, longer sales cycles, and the dreaded "no decis ..read more
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Streamline Data Imports in Excel with Connect Spreadsheets—An exciting tool for FP&A Pros
The FP&A Guy
by Paul Barnhurst
1M ago
As an FP&A professional, I know the frustration of constantly importing data into Excel through tedious copy-paste cycles. That's why I'm excited to share my review of Connect Spreadsheets from CData, a powerful Excel add-in that's transforming how we handle data imports. With connections to over 170 data sources in Excel (and 250 in Power BI), this tool lets you pull live data directly from platforms like QuickBooks, Salesforce, and Workday right into your spreadsheets. While I've long advocated for learning Power Query (and still do!), Connect Spreadsheets offers a complementary solution ..read more
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Planning Software Market Place Positioning
The FP&A Guy
by Paul Barnhurst
7M ago
Differentiation is crucial in the crowded FP&A software market. Vendors often fail to distinguish themselves, leading to buyer confusion and sales challenges. To create unique positioning, companies should regularly analyze competitors' websites and avoid mimicking their strategies. Effective differentiation can streamline sales cycles and prevent price wars ..read more
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Understanding the Role of FP&A in Mergers and Acquisitions
The FP&A Guy
by Ankita Ghosh
8M ago
In today's business world, mergers and acquisitions (M&A) are key strategies for growth and expansion. These processes are complex and require careful planning and analysis to succeed. This is where FP&A plays a crucial role. Bonnie Tomei, Chief Financial Officer at Salience Labs, is a seasoned expert in this field. Her insights highlight how strategic financial management can guide successful mergers and acquisitions. In this article, we will explore how FP&A professionals like Bonnie assess risks and forecast outcomes to support strategic decisions during mergers and acquisition ..read more
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The Crucial Role of FP&A in Business Strategy for Market Adaptation
The FP&A Guy
by Ankita Ghosh
8M ago
The ability to adapt and innovate is crucial in today's business world. This is especially true in FP&A, where companies deal with constant changes in technology and market conditions. Michael Dion, an FP&A leader and digital finance advocate, understands this well. As a Senior Manager of Finance of a Fortune 100 company, he has applied his expertise to tackle financial challenges in the media industry. In this article, we will explore Michael's career journey and insights into the role of FP&A in business strategy. We will learn about his methods for making financial data easier ..read more
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The Future of FP&A in Business with Technological Advancements
The FP&A Guy
by Ankita Ghosh
8M ago
With the advent of technology and automation, the role of FP&A in Business has expanded beyond traditional finance functions to include comprehensive business partnering. Companies now face the challenge of integrating FP&A with operational and revenue-generating functions to enhance overall performance. Julio Martinez, Co-Founder and CEO of Abacum, offers valuable insights into this evolution. With a rich background in finance and technology, Martinez has witnessed firsthand how FP&A functions have shifted from traditional financial modeling to strategic business partnering. His ..read more
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