What Makes an Effective Financial Planning & Analysis (FP&A) Team?
Автор: CFO Recruit
Загружено: 2026-02-13
Просмотров: 14
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In this Virtual Boardroom, we explored why FP&A is no longer just about reporting numbers. The discussion focused on how FP&A teams drive clarity, alignment, and execution, positioning them as central to organisational performance and transformation.
The session was facilitated by Jeffrey Kishner, founder of Epoch Insights. With deep expertise across finance, operations, and strategy, Jeffrey has supported organisations in strengthening FP&A functions and guiding business transformations.
Jeffrey examined how CFOs and FP&A leaders can:
• Use budgeting as a tool for alignment across the organisation
• Communicate targets effectively to both internal and external stakeholders
• Allocate resources realistically to avoid overextension and project delays
• Apply scenario planning to flex strategies in changing environments
• Build FP&A teams that act as communication chains between the shop floor and the boardroom
This wasn’t just another finance discussion. It was a practical, insight-driven session designed for CFOs and senior finance leaders who want FP&A to be more than a reporting function. The focus was on building learning organisations where FP&A enables better decisions, stronger alignment, and sustained competitive advantage.
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