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12 best practices in financial planning & analysis

Most CFOs are not happy with their Financial Planning and Analysis process, believing it delivers too little value and eats up too many resources.

As a result, they often ask “What are Best Practices in Financial Planning & Analysis?” To date, the answers have been based on conventional wisdom, anecdotes, and popular trends propagated by finance magazines. What’s been lacking is hard data… until now.

This guide includes the results of an IMA survey in the form of 12 Best Practice Principles that you can use to inspire your own FP&A transformation.

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