Maturity Model
FP&A Transformation Toolkit
We’ve extracted the top insights from the FP&A Board Maturity Model into six handy guides to help you on your journey toward best-in-class FP&A maturity.
Leadership
Finance transformation can only be achieved with strong commitment from those at the top of the organization. Finance leaders must be catalysts for change, setting out the vision, getting buy-in from other stakeholders, and cascading new ways of working down to operational roles. Without this guidance and continuous drive, the transformation effort will not be successful.
This asset provides practical steps for increasing the maturity of your leadership to help you lead the charge.
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Functional Skills
Best-in-class FP&A teams have gone beyond finance create a multi-functional teams led by a talented people managers. By mixing analyst, architect data scientist, storyteller, and influencer skills, you can create a finance function that is capable of taking on today’s and tomorrow’s FP&A challenges.
Download this asset to learn more about these essential functional skills and how to increase their maturity.
DownloadBusiness Partnering & Collaboration
In a best-practice scenario, business partnering & collaboration have been prioritized in order to realize the full benefits of the analytic insights being produced in FP&A. Collaboration is prized within the function and the wider team, the FP&A team knows how to challenge the business constructively, and its leader is a trusted advisor with a seat at the Board table.
In this document, learn how to increase the maturity of business planning & collaboration within your organization.
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Process
Agility is the name of the game when it comes to best-in-class finance processes. Rigid planning schedules need to be cast aside in favor of an on-demand approach that enables ongoing review and adjustment. Only then can you ensure your organization is enabled to react rapidly when the situation changes.
Download this document on the importance of finance processes and learn how to enhance their maturity.
DownloadData & Analytics
Data is the basis for excellence in analytics, which in turn is the basis for informed executive planning and decision-making. Without improving this foundational element, you will struggle to create a finance function that can make sound decisions in ever-changing market environments.
Discover how to improve your data & analytics maturity in this document.
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Technology
The key to becoming best-in-class in this area is to apply the experience gained with Excel to modern FP&A tools. You are ultimately seeking a platform that enables you to plan smarter by empowering your team with real-time insight into your current and future position.
Find out how to boost your technology maturity in this document.
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