At our Changing the Face of Finance (CFOF) panel discussion, “Elevating FP&A Excellence: Strategy, Processes, and Performance Metrics,” we explored how finance leaders are transforming FP&A into a strategic enabler of business success.

In today’s business landscape, FP&A is no longer just about budgeting—it’s about shaping corporate strategy, optimizing performance, and ensuring finance teams remain adaptable. Our panelists shared insights on how organizations can enhance financial agility, improve forecasting, and leverage data for smarter decision-making.

🔹 FP&A as a Strategic Business Partner – Finance leaders must align planning and forecasting with broader business objectives to enhance decision-making.

🔹 Agility vs. Accuracy – Rolling forecasts and scenario planning are critical for navigating uncertainty while maintaining financial discipline.

🔹 Optimizing Processes – Automating workflows reduces inefficiencies, enabling finance teams to focus on high-value analysis.

🔹 The Right Metrics – Beyond traditional KPIs, organizations should incorporate operational and predictive analytics for a holistic performance view.

🔹 Leveraging Data & Analytics – AI and predictive analytics are transforming FP&A, providing deeper insights and improving decision-making.

A special thank you to our panelists for sharing their insights and expertise:

✅ Rebekah Le – Chief Financial Officer, Mastec
✅ Carolyn Stone – Chief Financial Officer, Civeo
✅ Phil McCormick – Chief Financial Officer, Cyanco

The evolution of FP&A requires a shift from historical reporting to forward-looking strategy. Finance teams that embrace digital tools and data-driven insights will drive long-term success.

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