Challenges and Opportunities in Financial Planning and Analysis (FP&A)

eCapital Advisors, a professional services firm that is passionate about partnering with business teams to help them have a better relationship with data, hosts a monthly “FP&A Roundtable Series” at locations around the world. In January 2019, APQC joined eCapital’s roundtable event in Houston. Participants included nearly 20 executives from a variety of industries including oil and gas, energy, chemicals, construction, nonprofit, professional services, and safety equipment.

Facilitator Brian Kalish said that there are four components necessary to achieve success in FP&A: people, process, culture, and technology. This article outlines major themes from the roundtable participants’ discussion of these four components.

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