Published: 13 February 2019
Analyst(s): Finance Research Team
Learn how financial planning and analysis (FP&A) leaders get the most value out of their budgeting models. This research includes best practices for each of the three main FP&A budgeting models used: driver-based, zero-based and rolling-forecast-based.
Define Drivers That Account for Complexity
Leverage Business Partner Knowledge to Identify Relevant Drivers
Emphasize ZBB as an Ongoing Value-Maximization Exercise
Minimize the Number of Budget Submissions
Focus on Strategic Cost Trade-Offs
Limit Detail in Forecasts to Material Expenses
Embed Cost-Efficiency in Rolling Budgeting
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