Gartner Research

Principles for Determining the Location of Finance Front Office Activities

Published: 20 February 2019

ID: G00432513

Analyst(s): Finance Research Team

Summary

Review this research to learn about the frameworks and principles corporate FP&A leaders should follow to determine the optimum location of different front office activities, sustaining performance of decision-maker support without sacrificing efficiency and scale.

Table Of Contents

Definitions

The Current State of Finance Front Office

Determining the Future State of Front Office Activities

Decision Framework for Organizing Activities

3 Principles to Evaluate Activity Location

Principle 1: Centralize Periodic Forecasting and Budgeting at a Shared Location

Principle 2: Reduce FP&A Ownership of Routine Decision Support Activities

Principle 3: Reduce Corporate FP&A Ownership of Judgment-Based Activities as Locus of Decision Moves Away From the Center

Conclusion

About This Research

Endnote

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