FP&A Today Top 10 Burning Questions in FP&A
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Jun 23, 2025 Nate Saperia, founder of Saperia Consulting, brings nearly 20 years of finance expertise to tackle the top burning questions in FP&A. He shares insights on incorporating AI into forecasting and the critical importance of data quality and trust. Discussion points include the fastest actions FP&A teams can take amidst margin pressures and the evolving role of traditional tools like Excel. He also emphasizes the need for adaptable skills in the ever-changing landscape, especially for interns entering financial planning.
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Prepare Data Before BI Rollout
- Build a clean data warehouse with agreed-upon KPIs before implementing BI tools like Power BI.
- Avoid chaos by aligning all stakeholders on data definitions before rolling out dashboards.
Use Actionable KPIs for Decisions
- Define actionable KPIs that allow real-time responses to business changes.
- Drive value by moving from descriptive to predictive and prescriptive analytics.
Drive Dashboard Adoption Actively
- Adoption of financial dashboards is often low without active engagement strategies.
- Regular email snapshots can ease users into engaging with dashboards over time.
