Resource Library

Total Cost of Budgeting and Forecasting

Plans, budgets, and forecasts can be some of the most valuable contributions that finance makes to the business. Ideally, they help organizations know what’s coming down the…

Establishing the Daily Cash Position

Each month, APQC features a showcased metric (cost, productivity, efficiency, cycle time, or supplemental) from our Open Standards Benchmarking® financial management research…

Moving Beyond Budgets: Holt Cat Case Study

HOLT CAT is the authorized Caterpillar heavy equipment and engine dealer for 118 counties in South, Central, North, and East Texas.  This case study discusses the…

Leading Practices for Sales Revenue Forecasting

In April of 2019, APQC interviewed FP&A expert Philip Peck. This article summarizes their discussion around best practices and current trends in sales forecasting, forecast…

Preparing for the Next Level of Financial Planning and Analysis: Abt Associates Inc. Case Study

Drawing from an interview conducted with Mike Powers, senior manager of treasury and risk, this case study presents an overview of Abt Associates' key FP&A processes,…

Preparing for the Next Level of Financial Planning and Analysis: Building Materials Manufacturer Case Study

APQC recently interviewed the CFO of a privately-held building materials manufacturer about its practices and tools for financial planning and analysis (FP&A). This case…

Preparing for the Next Level of Financial Planning and Analysis: Global Tech Company Case Study

In March of 2019, APQC interviewed the finance lead at a large global technology company that offers a wide range of products and services. According to the finance lead, the…

Preparing for the Next Level of Financial Planning and Analysis: Royal Dutch Shell Case Study

This case study gives a profile and overview of FP&A activities at Royal Dutch Shell. Drawing from an interview with David Gold, VP for planning, appraisal, and reporting for…

Building a Strong Business Partnering Culture for FP&A: SME Insights from Bayer Crop Science

In January of 2019, APQC spoke with Geetanjali Tandon, digital and transformational finance lead at Bayer Crop Science, about the increasing importance of financial…

Preparing for the Next Level of Financial Planning and Analysis: Vera Whole Health Inc. Case Study

Vera Whole Health is a quickly expanding company that needed a flexible FP&A approach and toolkit to refine its budgeting and forecasting processes. This case study details…

Preparing for the Next Level of Financial Planning and Analysis: Telecommunications Industry Spotlight

APQC and the Association for Financial Professionals (AFP) conducted a survey to understand where Financial Planning & Analysis (FP&A) stands regarding current tools,…

Preparing for the Next Level of Financial Planning and Analysis: Services Industry Spotlight

APQC and the Association for Financial Professionals (AFP) conducted a survey to understand where Financial Planning & Analysis (FP&A) stands regarding current tools,…

Preparing for the Next Level of Financial Planning and Analysis: Retail and Wholesale Industry Spotlight

APQC and the Association for Financial Professionals (AFP) conducted a survey to understand where Financial Planning & Analysis (FP&A) stands regarding current tools,…

Preparing for the Next Level of Financial Planning and Analysis: Industrial Products Industry Spotlight

APQC and the Association for Financial Professionals (AFP) conducted a survey to understand where Financial Planning & Analysis (FP&A) stands regarding current tools,…

Preparing for the Next Level of Financial Planning and Analysis: Financial Services/Banking Industry Spotlight

APQC and the Association for Financial Professionals (AFP) conducted a survey to understand where Financial Planning & Analysis (FP&A) stands regarding current tools,…