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Insights & Thinking

FP&A best practices, EPM perspectives, and performance intelligence — from practitioners who’ve been doing this since 1979.

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Financial KPIs and Dashboards for the Board
FP&A
Financial KPIs and Dashboards for the Board
Which financial KPIs matter to a board, how to choose them, and how to design dashboards that drive decisions rather than overwhelm with metrics.
May 27, 2026 · 3 min read
Workforce and Headcount Planning: A Practical Guide
FP&A
Workforce and Headcount Planning: A Practical Guide
What workforce and headcount planning is, why it matters for cost and growth, and how finance and HR can plan people as rigorously as revenue.
May 23, 2026 · 5 min read
Sales and Operations Planning (S&OP): A Guide
FP&A
Sales and Operations Planning (S&OP): A Guide
What S&OP is, the five-step monthly process, its benefits, and how it aligns demand, supply and finance into a single integrated plan.
May 15, 2026 · 3 min read
Consolidated Financial Statements: A Step-by-Step Guide
FP&A
Consolidated Financial Statements: A Step-by-Step Guide
How to prepare consolidated financial statements step by step — combining entities, eliminations, goodwill, NCI and currency translation.
May 11, 2026 · 4 min read
Variance Analysis, Explained
FP&A
Variance Analysis, Explained
What variance analysis is, the main types of variance, how to calculate them, and how to turn budget-vs-actual differences into better decisions.
May 03, 2026 · 5 min read
Forecast vs Projection vs Budget: What's the Difference?
FP&A
Forecast vs Projection vs Budget: What's the Difference?
What forecast, projection and budget each mean, how they differ, and how finance teams use all three together to plan and steer the business.
April 29, 2026 · 4 min read
Types of Budgeting Methods, Compared
FP&A
Types of Budgeting Methods, Compared
Incremental, zero-based, activity-based, rolling and driver-based budgeting compared — the pros, cons and best use of each method.
April 25, 2026 · 3 min read
Zero-Based Budgeting: A Practical Guide
FP&A
Zero-Based Budgeting: A Practical Guide
What zero-based budgeting is, how it differs from incremental budgeting, its benefits and pitfalls, and how to run it without exhausting the organisation.
April 21, 2026 · 5 min read
What Is Enterprise Performance Management (EPM)?
FP&A
What Is Enterprise Performance Management (EPM)?
A clear definition of EPM — what it covers, how it differs from FP&A and ERP, its core processes, and why it matters to finance leaders.
April 17, 2026 · 3 min read