Financial Planning & Analysis

Financial Planning & Analysis (FP&A) is emerging as its own discipline, separate from accounting and treasury, and is forming strong relationships with the business to help drive financial results. FP&A professionals are seen as key business partners who deliver value and insight and play an important role in organizational planning processes. FP&A is one of APQC’s core focus areas within financial management for benchmarks and best practices research. Explore some of our suggested resources below to learn how you can benchmark and improve your own FP&A practices.

Preparing for the Next Level of Financial Planning and Analysis

APQC and the Association for Financial Professionals (AFP) conducted a survey to understand the state of Financial Planning and Analysis including, the current tools, technologies, and techniques used by organizations, and the associated skills required of today’s professionals.

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Learn more about FP&A Research

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See How Your Efforts Measure Up

Use our Planning and Management Accounting Performance Assessment to benchmark the current state at your organization.

This assessment covers topics including planning/budgeting/forecasting, cost accounting and control, cost management, and evaluating and managing financial performance.


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Upcoming Research Projects

Transforming Treasury/Cash Flow Forecasting
While APQC has recent metric data in tax and treasury, we have not done a best practices study in the realm of treasury management since the working capital studies with Mary Driscoll. This study will delve into best practices for transforming treasury, either broadly, or specifically examining cash flow forecasting.

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