Operational FP&A Systems: Building Dashboards, Automations, and Analytics Infrastructure for Modern Finance Teams
In today's finance environment, analysis alone is no longer enough. The real competitive advantage comes from the systems you build, the workflows, automations, dashboards, and data structures that transform raw information into fast, repeatable, scalable decision-making. Operational FP&A is the new frontier, and this book shows you exactly how to master it.
Operational FP&A Systems is the definitive guide to building a modern finance function. It explains how to design the backbone of FP&A: data pipelines, forecast engines, reporting frameworks, automation layers, and cross-functional operating rhythms that elevate your entire organization. Instead of templates and theory, you'll learn the real mechanics behind scalable FP&A infrastructure - the same systems used by world-class companies.
Inside, you'll discover how to:
- Build dynamic dashboards that executives actually use
- Design an FP&A data architecture that eliminates manual work
- Automate core reporting with Python, SQL, and Power Query
- Create scalable forecasting models and scenario engines
- Engineer KPI frameworks that drive accountability and performance
- Operationalize cross-functional planning cycles and intake systems
- Turn a 1-person FP&A team into a high-leverage finance machine
Whether you're an analyst looking to level up, a manager fixing broken processes, or a director designing the future of your finance team, this book gives you the blueprint. It bridges the gap between analysis and execution, showing how FP&A becomes a system, not a monthly scramble.
If you want to scale your impact, eliminate busywork, and build a finance function that actually runs the business, this is the playbook you've been missing.
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