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Implementing Zero-Based Budgeting in FP&A: A 10-Step Guide

by Sarah Schlott

Zero-based budgeting (ZBB) sounds like one of those things consultants throw into the air like a glitter bomb: shiny, disruptive, and mostly theoretical. But trust me—when done right, it’s not just buzzword bingo. It’s a radical clarity tool. And if you’re in FP&A like me, you know the annual budget ritual has devolved into a […]

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Top 10 Principles for Transforming FP&A Towards Long-Term Value Creation

by Sarah Schlott

It’s been said a hundred times in every boardroom I’ve ever sat in: “We need to be more strategic with our planning.” Great. But what does that actually mean in a world where financial planning and analysis (FP&A) is still, in many places, little more than spreadsheet jockeying dressed in quarterly PowerPoint suits? I’ve watched […]

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Mastering AI in Finance: Building Expertise for a Data-Driven Future

by Sarah Schlott

Somewhere between the endless waves of hedge fund quants and Silicon Valley’s dopamine engineers, finance quietly fell in love with artificial intelligence. Not the kind that makes TikToks or generates emails. I’m talking about AI in finance—technology that can out-predict, out-price, and outmaneuver legacy systems that once defined Wall Street. I’ve watched it happen. At […]

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Latest Posts

  • The FP&A Calendar: Build a Finance Rhythm That Leaves Time to Think
  • How Often Should You Update a Financial Forecast?
  • Capital Expenditure Forecasting: The Annual CapEx Number Is Not the Forecast
  • Gross Margin Forecasting: Revenue Can Be Right and the Economics Still Be Wrong
  • Forecast Assumptions: The Model Should Remember What Changed
  • Working Capital Forecasting: Why the P&L Can Be Right and Cash Still Be Wrong
  • Operating Expense Forecasting: Stop Treating Every Cost the Same
  • Month-End Close and FP&A: When Are the Actuals Actually Ready?
  • Ad Hoc Reporting in FP&A: When the Same Quick Question Keeps Coming Back
  • Headcount Forecasting: Why Approved Hires Keep Breaking the Plan
  • Management Reporting Pack: What CFOs Actually Need Every Month
  • Budget Variance Analysis: How FP&A Finds What Actually Matters
  • FP&A Software vs. Excel: When Has Finance Actually Outgrown Spreadsheets?
  • What Is FP&A? A Practical Guide to Financial Planning & Analysis
  • FP&A Software: When Does Your Finance Team Actually Need It?
  • Driver-Based Forecasting: How to Find the Right Business Drivers
  • Financial Forecasting Methods: How to Choose the Right One
  • Financial Scenario Planning: How FP&A Can Build Scenarios That Actually Help Management
  • AI Agents in Finance: What Should CFOs Actually Let Them Do?
  • Building FP&A From Absolute Zero: Katelyn Stienen on Budgets, Business Partnership, and the Stories Behind the Numbers
  • How to Measure AI ROI: A Practical Guide for CFOs and Finance Teams
  • AI in FP&A: Can You Trust an AI-Generated Financial Forecast?
  • FP&A Team Structure: Who Should You Hire and When?
  • How to Build a Revenue Forecast That Doesn’t Start With Last Year + 10%
  • Rolling Forecast: What It Is, How It Works, and When to Use One
  • When Does a Company Need FP&A? 11 Signs You’ve Outgrown Basic Finance
  • Budget vs. Forecast: What’s the Difference and When Should You Use Each?
  • What Does an FP&A Consultant Do? A Practical Guide
  • How to Review a Financial Model Before You Trust It
  • 13-Week Cash Flow Forecast: A Practical Step-by-Step Guide
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