Beyond Backward-Looking: How Modern FP&A Unleashes Finance's Strategic Power

‍Most FP&A teams today aren’t doing much planning - or analyzing.

Many of them are stuck in the past. Literally.

I've spent half my career working with the CFOs and the office of finance, and I've seen hundreds of them up close and personal.

Perhaps the most common thing I saw?

More than ⅔ of their time on recording the past. Even more at quarter end.

Is it any wonder CFOs still struggle to be the strategic partners they should be to their businesses?

And why do they still?

Because traditional FP&A is fundamentally broken:

• Static models that can't adapt to changes
• Siloed financial, operational and revenue data
• Forecasts based on last year’s numbers, not up to date drivers
• No accountability at the execution level

That old model is what we flipped on its head at Una, building a new approach we call agile FP&A:

• Connected operational, revenue and financial data
• Flexible visual planning and self-serve reporting
• Precise forecasting and predictive analytics
• Automated workflow to drive plans to hit goals

And it’s business budgeting software built for the AI era.

The results?

Our customers should see 20-30% better forecast accuracy and 30% shorter planning cycles.

We think it’s time finance stops spending time on the past and starts shaping the future. As someone who's worked with hundreds of CFOs, I think Una’s the way to do it.

What do you think? How much time are you spending where?