FP&A Today Top 10 Burning Questions in FP&A
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Jun 23, 2025 Nate Saperia, founder of Saperia Consulting, brings nearly 20 years of finance expertise to tackle the top burning questions in FP&A. He shares insights on incorporating AI into forecasting and the critical importance of data quality and trust. Discussion points include the fastest actions FP&A teams can take amidst margin pressures and the evolving role of traditional tools like Excel. He also emphasizes the need for adaptable skills in the ever-changing landscape, especially for interns entering financial planning.
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Early FP&A Learning Experience
- Nate Saperia shared his early FP&A experience where he didn't know what a KPI was despite heading FP&A.
- The company and investor had to collectively figure out financial metrics then, showing how far FP&A has evolved.
AI Enhances But Doesn't Replace FP&A
- Generative AI can automate complex forecasting and anomaly detection in FP&A.
- However, human oversight remains crucial due to AI's limitations and potential errors.
Prepare Data Before BI Rollout
- Build a clean data warehouse with agreed-upon KPIs before implementing BI tools like Power BI.
- Avoid chaos by aligning all stakeholders on data definitions before rolling out dashboards.
