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Confessions of an FP&A-holic: 7 Lessons I Wish I Knew Earlier

Fpanda Club

Being good at finance and getting numbers right is not enough anymore Of course, strong analytical skills and knowledge of finance are essential for an FP&A professional but gone are those days when these skills or proficiency in Excel were enough to excel in this role, pardon the pun. Its about trust and respect. Thats not true.

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BTG Pactual’s Mariana Oiticica Steers Private Banking Through Generational Change

Global Finance

Global Finance : How is the increased demand for offshore investments in Latin America impacting high-net-worth clients long-term strategies? Furthermore, artificial intelligence and data analytics are revolutionizing wealth management by offering deeper insights and enhancing operational efficiency.

Banking 115
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How to put finance business partnering puzzle together?

Fpanda Club

Finance business partnering is not a new concept and has been around for a while. “ The success …depends on the extent to which finance men are capable of looking outside finance and playing an active, rather than a passive, role in the business. ” Well, not just for a while, for more than 60 years. “

Finance 130
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FP&A’s Scope: What Is In And What Is Out?

Fpanda Club

FP&A is an evolving function that falls into the intersection of finance, operations and strategy aimed at driving better decision-making trough insightful analysis, forecasting and goal setting. This technical task should be handled by IT or dedicated data teams who specialize in integrating and managing data from multiple sources.

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Data Update 1 for 2025: The Draw (and Danger) of Data

Musings on Markets

For the last four decades, I have spent the first week of each year collecting and analyzing data on publicly traded companies and sharing what I find with anyone who is interested. Since I teach corporate finance and valuation, I find it useful to break down the data that I report based upon these groupings. Tax rates 4.

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How Can AI Help Financial Planning?

The Finance Weekly

AI automates tasks such as data entry and modeling, enabling finance teams to focus on analysis and strategy. AI in financial planning is changing how businesses analyze data and make decisions. Analyzing Data AI can quickly process large amounts of data, such as spending habits, earnings, or trading activities.

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Efficiency First: Tech Trends for Finance Teams in 2023

The Finance Weekly

As the outlook for the 2023 economy becomes more uncertain, finance professionals are looking to invest in technology that increases organizational efficiency and contributes to strategic decision-making. There is actually a big disconnect between what people expect from AI and finance, and the actual practical solutions,” said Born. “In