FP&A Today Building a high functioning partnership between BI & FP&A
10 snips
Aug 25, 2025 Marcos Bento, Director of Business Intelligence, and David Suter, Director of Financial Planning and Analysis, share insights from their work at Wasabi Technologies, a leading cloud storage company. They discuss building trust between BI and FP&A teams for better collaboration. Key topics include improving forecasting accuracy, utilizing KPIs like dollars per terabyte, and the role of predictive analytics in financial planning. They also delve into the transformative impact of AI in automating variance analysis while emphasizing the importance of clear communication in data management.
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Prioritize Trust And Open Feedback
- Build trust with BI through clear communication and feedback loops when data is unexpected.
- Prioritize pragmatic problem-solving and focus on getting the right answer over ownership pride.
Culture Enables Remote Collaboration
- Remote work requires intentional relationship-building to replace informal office trust-building.
- Company culture and hiring pleasant, collaborative people make remote collaboration sustainable.
Match Meeting Cadence To Project Phase
- Use on-demand engagement for data needs but switch to daily stand-ups for active projects.
- Respect BI bandwidth by communicating priority and urgency clearly.