Posts

Delivery Green, Margin Red? Stop Flying Blind on Project P&L.

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  In my last organization, during every monthly, quarterly, and yearly review with our Delivery and Operations heads, this was the single most difficult question we had to answer. The deliverables were met, the client was happy, yet the P&L was bleeding. We would spend hours in those rooms, adjusting and optimizing the project P&L. It wasn’t a quick fix. Turning those margins around required handling the financials with extra care, driving continuous improvements, and above all, having the patience to see the optimizations bear fruit. It was in those meetings that I realized: Financial forecasting isn't just a spreadsheet exercise—it is the pulse of your project's health. If you aren't forecasting based on the specific mechanics of your contract, you aren't managing a project; you're just hoping for the best. I have compiled those lessons into a Project Financial Management Playbook —a guide on how to navigate these conversations and protect your margin. I...

The Evolution of FP&A: A Comprehensive Guide to Strategy, Tools, and the Future

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My Dear Fellow  FP&A professionals, When I first shared my thoughts on Financial Planning and Analysis (FP&A) a year ago on LinkedIn, I broke the subject down into six distinct presentations. The engagement and discussions that followed confirmed one thing: finance professionals are hungry for a roadmap that bridges the gap between traditional accounting and strategic business partnership. Today, I am excited to share that I have compiled those six separate modules into one comprehensive master document. Whether you are a student, a finance lead, or an aspiring trader, this compiled guide is designed to provide a smoother, more integrated reading experience. Why FP&A Matters More Than Ever In an era of market volatility and rapid technological shifts, the CFO’s office has become a "Nerve Center" for the organization. It is no longer just about reporting what happened in the past; it is about predicting what happens next. What’s Inside the Full Series? Thi...

An Introduction to Risk Management

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