FP&A professionals succeed by building relationships outside finance, taking a big-picture view of the business, and staying operationally focused. Strategic thinking matters more than just crunching numbers.
In your opinion, what are two or three things FPNA professionals can do to be more strategic and operationally focused?
First, build a relationship with people outside of finance. Go to lunch with a department leader. Ask to join a marketing overview from someone marketing to learn the tactics behind what they do. A second one that comes to mind? Step back and look really big picture and force yourself to do this maybe once a quarter. Just step back and look totally differently at the business. Get to a cash flow and sort of say, what do I think this business is worth? And that simple exercise forces you to think about really at a high level. Where are we going? What do our projections say we're going to be at.
Trust and Leadership Lessons for FP&A From 100+ Top Leaders with CFO Jon Laudie
