Fpanda Club

MARCH 28, 2021

This article describes the FP&A maturity assessment model focused on major tasks of the function (strategic planning and budgeting, forecasting, analytics, management reporting, performance management and decision support) and built around 3 key areas – processes, tools/systems and people.

Budgeting 130

Budgeting Forecasting General Ledger Finance 130

The Finance Weekly

MARCH 1, 2022

At this stage of maturity, the FP&A function or team is frequently a component of other financial entities such as accounting, treasury, or the finance function in general, with roles and responsibilities that are not clearly defined and processes that lack formal description.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Forecasting Budgeting 52

Planful

JANUARY 3, 2017

Treasury and cash management. General ledger accounting. The data in an ERP system is typically summarized in the general ledger module. Benefits of ERP also include management reports, such as actual vs. budget variance reports by cost center and department. Accounts receivable and collections management.

General Ledger 40

General Ledger Budgeting Forecasting Cash Flow Forecasting 40