Drive Agility in FP&A
CHEAT SHEET
Assessing strategic readiness ensures FP&A transformation efforts align with and support enterprise-wide financial and business objectives.
The better prepared your organization is to embrace modern FP&A processes and technology, the greater the potential for agility and impact.
As with any transformation initiative, assessing risks and potential roadblocks is critical to ensuring a smooth transition to agile FP&A.
Strategic Readiness
Operational Readiness
Risk Readiness
OneStream’s Finance 2035: Return to Investment highlights this shift.
According to the report, 74% of chief executive officers (CEOs) and chief financial officers (CFOs) say unified data and data-based decision-making are now the key determinants of organizational success.
The urgency to drive agility in FP&A is clear, but failing to establish a cohesive strategy can lead to fragmented insights and reactive decision-making — ultimately slowing progress.
For finance teams, the question is no longer whether they need to improve agility in financial planning and analysis (FP&A). The question is how quickly they can make it happen.
Are your FP&A processes aligned with broader business priorities to enable more agile, data-driven decision-making?
What specific improvements in forecasting accuracy, scenario modeling, or strategic planning do you hope to achieve?
Do you have a clear roadmap for evolving from traditional, static planning cycles to a more dynamic, real-time approach?
Is leadership committed to embedding agility in FP&A to drive greater responsiveness and financial resilience?
Have you evaluated the risks of relying on outdated or fragmented FP&A tools that limit visibility and slow decision-making?
Are you addressing data silos and inconsistencies that could impact the accuracy and reliability of financial insights?
Have you developed change management strategies to drive the adoption of new FP&A processes and technologies across teams?
Is your organization prepared to navigate economic and market uncertainties with a flexible and proactive FP&A approach?
of CEOs and CFOs say unified data and data-based decision-making are now the key determinants of organizational success.
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74%
Elevating FP&A: Navigating the Future with Intelligent Finance
Strategic Readiness
Operational Readiness
Risk Readiness
Ready to take the next step with agility in FP&A?
Here’s a cheat sheet built with key questions that help answer the readiness question.
Have you identified key bottlenecks in planning, forecasting, and reporting that hinder speed and agility?
Do your finance teams have the necessary skill sets to leverage advanced analytics, automation, and scenario modeling?
Have you assessed your current FP&A technology stack to determine whether it supports real-time insights, automation, and business partnering?
Is there strong alignment with IT, business units, and operations to ensure an integrated and seamless FP&A transformation?
Ready to take the next step with agility in FP&A?
Ready to take the next step with agility in FP&A?
Ready to take the next step with agility in FP&A?
Ready to take the next step with agility in FP&A? Check out our white paper.
