Remove Forecasting Remove General Ledger Remove Treasury
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50 Shades of FP&A Maturity

Fpanda Club

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.

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ERP and EPM Systems – Better Together

Planful

Treasury and cash management. General ledger accounting. The data in an ERP system is typically summarized in the general ledger module. Orchestrating and managing a rolling forecast process. These customers are able to: Reduce planning and forecasting cycles by up to 50%. Fixed asset management.

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FP&A Maturity is the Future of Finance

The Finance Weekly

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. The toolkit is the final component.

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1,022: The Power of Lean Thinking | Todd Patriacca, CFO, BVI Medical

CFO Thought Leader

However, it was in a subsequent role as corporate controller at a private company that he found a mentor to guide him through essential areas like tax, treasury, and operations—preparing him for the CFO role that he eventually assumed. Read More It was during these years that Patriacca was introduced to Lean principles.

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