FP&A Tool Selection

FP&A Tool Selection

As Financial Planning & Analysis teams grow in scope and complexity, relying solely on spreadsheets becomes increasingly inefficient. While spreadsheets offer flexibility, they often fall short when it comes to managing large data sets, maintaining data security, enabling collaboration, and integrating data from multiple systems.

This course equips finance professionals with the skills and knowledge to confidently transition from spreadsheets to dedicated FP&A software tools. You’ll learn when and why it’s time to upgrade your planning tools, what features to prioritize, and how to navigate the complex vendor landscape.

Moving to a dedicated FP&A tool is not just a tech upgrade—it’s a strategic shift. When done right, it empowers finance teams to spend less time fixing errors and more time delivering insights that shape the future of the business.

Learning Objectives

By the end of this course, you will be able to:

• Identify the different methods for segmenting the FP&A software tools market and comparing the different tools in the marketplace.
• Analyze and compare the different types of tools in the FP&A software marketplace.
• Define the steps necessary to prepare for selecting an FP&A software tool.
• Identify the key steps in building an RFP.

Who should take this course? 

This course is ideal for FP&A professionals, finance managers, and business leaders responsible for budgeting, forecasting, or financial transformation. It’s especially valuable for those looking to modernize their planning processes and drive strategic decision-making in their organizations.