Insights and Strategies for FP&A Leaders

Explore guides, product updates, and expert opinions on how modern FP&A teams plan, forecast, and report.

All Guide Announcement Foresight Planning

Stylised dashboard with sign reading Anaplan Alternatives

The top 4 alternatives to Anaplan for FP&A in 2026

Praveen Rajaretnam

Head of Product Marketing

Mosaic Alternatives dashboard with bar, pie and gauge charts, stylised

A review of the 6 best Mosaic competitors and alternatives in 2026

CFO’s Office & GTM Lead

Laptop spreadsheet with magnifier and calendar on a desk, stylised

How revisiting your annual operating plan can make your business better

Strategic Finance Partner

Telescope, rising orange chart line, calendar and coin stacks

Building a better AOP: How to use financial forecasting in your annual planning process

Strategic Finance Partner

Illustrated looping conveyor path with coins, charts and a target

7 Tips for creating a better AOP planning process

Kirk Kappelhoff

Senior Director, Strategic Finance

Illustrated calendar with conveyor belt, charts and coins

What is an annual operating plan? Why it’s important for business growth

Strategic Finance Partner

Two people shaking hands beside a bar chart and cash, stylised

Investor relations: How to build trust, confidence, and great relationships

Kirk Kappelhoff

Senior Director, Strategic Finance

Illustrated person presenting a calendar board with sticky notes

How to run more effective, engaging board meetings

Kirk Kappelhoff

Senior Director, Strategic Finance

People figures moving along a conveyor to a team platform, stylised

Unlock better performance with a strategically optimized headcount planning process

Kirk Kappelhoff

Senior Director, Strategic Finance

Coins flowing from monthly calendars onto a deferred revenue conveyor, stylised

How to forecast deferred revenue for better insights in your SaaS business

Senior Finance Manager

Illustrated globe orbited by currency coins above a laptop

Unraveling the complexities of cumulative translation adjustments (CTA) in your financial reporting

Strategic Finance Partner

Coins dropping into a four-segment ring above a usage table, stylised

How to calculate and track key SaaS performance metrics for usage-based pricing models

Kirk Kappelhoff

Senior Director, Strategic Finance

Forecast and usage board with pie chart and user cards, stylised

How to forecast ARR and revenue with usage-based or hybrid pricing models

Kirk Kappelhoff

Senior Director, Strategic Finance

Coin stacks on a globe linked to four currency boxes, stylised

How to manage foreign exchange (FX) gains and losses in financial statements

CFO’s Office & GTM Lead

Illustrated globe with charts, coins and a rising arrow

Mastering multi-subsidiary ARR: A comprehensive guide for SaaS companies

Senior Finance Manager

Consolidated statements of operations on a laptop with calculator, stylised

Recognizing costs in SaaS company P&L and cash flow reporting and why it matters

Kirk Kappelhoff

Senior Director, Strategic Finance

Isometric roller coaster track with coins, calendar and receipt

Calculating ARR with daily exchange rates for better reporting and forecasting

Strategic Finance Partner

Three Debt calendars with charts and arcs of flying coins

Successfully manage your debt schedule with a simple corkscrew financial model

Kirk Kappelhoff

Senior Director, Strategic Finance

Become the strategic partner your business needs

Fewer spreadsheets, faster planning, better decisions