How best to implement Financial Planning and Analysis Solution
- 1. Paul Young CPA CGA Senior Financial Solutions Expert (Financial Analysis and Planning July 16, 2025
- 2. Paul Young CPA Bio • Subject Matter Expert – Close, Consolidate and Reporting Cycle • Subject Matter Expert – Public Governance and Reporting • Subject Matter Expert – Environmental, Social, and Governance (ESG) Policy Development and Reporting • Subject Matter Expert – Data Integration and Data Management • Subject Matter Expert – Financial Planning and Analysis (FPA) • Subject Matter Expert – Customer Success Management (Data, AI, Platform, and Security • Subject Matter Expert – Risk and Compliance (Emergency, Risk, and Crisis Planning and Reporting) • Senior Matter Expert – Integrated Planning and Reporting • Subject Matter Expert – Profitability Modelling and Supply Chain Management Work Experience • IBM - Various positions (December 2006 to March 2023) • Deloitte Inc - Senior Consultant – Data and AI (June 2005 to November 20006) • Transforce (formerly Dynamex) – Financial Analyst – August 2002 to June 2005) • Linde (formerly Praxair) – Senior Accountant and Financial Analyst (January 1995 to November 2001 • Diamant Boart – Junior Accountant / Costing Clerk (July 1991 to December 1994) Skills: Data and AI (Cognos Controller, Planning Analytics (TM1), Cognos Analytics, OpenPages, Cloudpak for Data, Envisi, and WatsonX Modeling: Microsoft Excel Key engagements: Graphic Packaging, KLA, Mark Anthony, Werner, Irving Oil, Algoma Central Marine, Carhartt, AECOM, Dole Fresh Vegetables Ancestry.com, Golden Enterprises, Apria Healthcare, Century Communities, K Hovnanian Homes, Snap on Credit, Jones Lang Lasalle (JLL), A.W. Chesterton, and many others. Strong Partner Relationships: QueBit, eCapital, Revelwood, Intito, Cortell, Breakaway, Cubewise, 1Direction, Aramar , Converge Technology, BMA Group, Cortell Solutiosns, and many others Email: Paul_Young_CPA@outlook.co m
- 3. Employee orientation 3 Agenda What is Financial Planning and Analysis Modeling and Reporting Microsoft Excel vs Business Analytical Tools – FPA FPA Automation Top challenges Sample Reports 7/29/20XX
- 4. Employee orientation 4 What is Financial Planning Analysis and Reporting 7/29/20XX
- 5. Employee orientation 5 What is Financial Planning Analysis and Reporting 7/29/20XX
- 6. Employee orientation 6 What is Financial Planning Analysis and Reporting 7/29/20XX
- 7. Employee orientation 7 What is Financial Planning Analysis and Reporting 7/29/20XX
- 8. Employee orientation 8 FPA – Microsoft Excel vs Business Analytical Tools 7/29/20XX
- 9. Employee orientation 9 FPA and Automation 7/29/20XX
- 10. Employee orientation 10 FPA and Automation 7/29/20XX
- 11. Employee orientation 11 FPA and Automation – Top Challenges 7/29/20XX FP&A (Financial Planning & Analysis) automation faces several key challenges, including data quality and consistency, the complexity of integrating disparate systems, and the need for robust change management. Additionally, ensuring access to real-time information, automating manual tasks, and fostering collaboration across departments are also significant hurdles
- 12. Employee orientation 12 Business Unit 7/29/20XX
- 13. Employee orientation 13 Balance Scorecard Example 7/29/20XX
- 14. Employee orientation 14 Scenario Planning Example 7/29/20XX
- 15. Employee orientation 15 Web Interface 7/29/20XX
- 16. Employee orientation 16 Anaplan and BI 7/29/20XX
- 17. Employee orientation 17 What is next for FPA • FP&A's performance metrics should align with business outcomes such as growth and profitability optimization. FP&A teams will be leaner, augmented by digital agents and AI, and traditional roles will be upskilled to focus on strategic capabilities. – Vena Solutions • AI, integrated business planning, analytics and story telling, business partnering, and strategic data harvesting - FP&A's performance metrics should align with business outcomes such as growth and profitability optimization. FP&A teams will be leaner, augmented by digital agents and AI, and traditional roles will be upskilled to focus on strategic capabilities. • Model review including updates and/or selecting the right business analytical tool - https://www.linkedin.com/posts/paul-young-055632b_best-fpa-software-user-reviews-from-june-activity-73410 65409288130561-Frfg/ • Trends - https://www.netsuite.com.au/portal/au/resource/articles/erp/financial-planning-analysis-fpa.shtml 7/29/20XX
- 18. Employee orientation 18 My Experience • Moving to analytical tool in 1995 as part of working with OLAP Data. Powerplay was the main source of reporting including sales reporting, G/L reporting, and overall financial statements • Supporting the adoption of business analytical tools for budgeting, forecasting, planning, and analysis • Leveraging AI and data as part of financial and business modeling. Excel add-ins play a role along with OLAP modeling tools • Moving towards to near-rear-time reporting • Streamlining the close, consolidate, and reporting cycle • Introducing best practices in areas like gap analysis, scenario planning, and other areas of advance modeling • Automation of management, regulatory, and operating reporting cycle • Embracing external macro and micro indicators as part of the FPA cycle 7/29/20XX
- 19. Employee orientation 19 Contact and additional Links Pauk Young CPA – Paul_Young_CGA@outlook.com Healthcare reform - https://medium.com/@paulyoung_81567/health-exec-97-of-healthcare-data-isnt-used-ed62c11b25f2 BMO - https://www.linkedin.com/posts/paul-young-055632b_the-inserted-came-from-bmo-bmo-does-weekly-a ctivity-7349537400429158400-olDT?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAI M-MEBMhXe8PGMy-h3IU-iZ-TrhrQzMeM Training - https://www.linkedin.com/posts/paul-young-055632b_equity-markets-were-firm-in-this-holiday-shorten ed-activity-7347659236627140608-wUGH?utm_source=share&utm_medium=member_desktop&rcm=AC oAAAIM-MEBMhXe8PGMy-h3IU-iZ-TrhrQzMeM Financial Business Planning an the Close Cycle – July 2025 - 7/29/20XX