Finanical Planning & Analysis Resources

[Ken Abbott]

FP&A Resources for Financial Institutions​

1. Clear guidance on how FP&A teams in banks support strategic and risk management initiatives across driving economic cycles.
Grant Thornton​

2. A whitepaper outlining extended planning (rolling forecasts, scenario modeling) techniques tailored for the dynamic needs of banks and credit unions.
Wolters Kluwer​

3. Focuses on building integrated data models across core banking, ERP, ALM, and HR systems to create a unified FP&A toolset for fast, agile decision-making.
Vena Solutions​

4. An accessible introduction to ALM—key for modeling interest rate risk, liquidity, and balance-sheet resilience in banks.
Wikipedia​

5. Explains FTP—a crucial internal mechanism for allocating the cost of funds across business lines, essential when analyzing business-unit profitability in FP&A.
Wikipedia​

6. Covers general FP&A modeling best practices: design principles, version control, dashboards, and periodicity—relevant when structuring banking-specific models.
Corporate Finance Institute​

7. APQC offers benchmarking tools and industry reports to compare your FP&A maturity with peers, including financial services research.
APQC​

8. Modern best practices such as driver-based planning, rolling forecasts, scenario-based planning, data automation, and FP&A as a strategic partner. Insightful for elevating FP&A’s role.
Workday Blog​

9. Thought leadership on transforming FP&A into an agile, strategic function—leveraging real-time tech, streamlined processes, and stakeholder partnership.
McKinsey & Company​

10. Compilation of top FP&A references, including “Financial Planning & Analysis and Performance Management” by Jack Alexander—great for building foundational knowledge.
Finance Alliance​

11. Explores advanced forecasting methods, potential pitfalls, and the emerging role of ML in enhancing accuracy and planning sophistication.​

arXiv