Resources

The latest insights from Stratify

The Guide to Scaling Strategic Finance

Get the definitive roadmap to maximize the impact and influence of your organization's finance function.

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What It’s Like to Model in a Driver-based FP&A Platform (Hint: You’ll Never Pay a Consultant Again)
Financial Planning
Lisa Abbott

Configurable driver-based planning enables your FP&A team to spend more time on analysis and business partnering. Agility and efficiency are top goals for most businesses, and Stratify can make fast & flexible planning your new normal.

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How Stratify Boosts Efficiency and Frees Spotnana’s Finance Team to Do Value Added Work
General
Lisa Abbott

“Stratify helps me be more efficient. I now have extra time to collaborate cross-functionally and delve into operational topics rather than just focusing on numbers." - Tina Lai, Finance Manager, Spotnana

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5 Ways to Engage with Operations and Improve the Strategic Value of Finance
Financial Planning
The Stratify Team

Take the maturity of your FP&A team to the next level by collaborating with the business and incorporating their KPIs into financial planning and analysis.

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Your FP&A Team Is Spending Too Much Time Modeling. Here’s Why.
Financial Planning
The Stratify Team

Don’t get us wrong – modeling will always be a core skill your financial analysts should possess, but your team is desperate to reclaim hours spent building new scenarios and hunting down formula errors. As the finance leader, you can equip them to use their time more effectively.

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The Planning Season Calendar Template & Best Practices You Need Right Now
Financial Planning
Quy Dong, Head of Customer Success at Stratify

Do you have scars from previous planning cycles that were a disorganized mess? It doesn’t have to be that way. Grab this template and review our top suggestions. You can put guardrails on this process and change your approach to budget season starting today. 

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Step Out of Your Comfort Zone: Advice for the Financial Analyst's Journey to Strategic FP&A
Financial Planning
Quy Dong, Head of Customer Success at Stratify

Financial analysts are so good at shining the spotlight on others that it can be hard to step out from behind our spreadsheets. Ultimately, embracing a bit of discomfort can lead to remarkable growth and opportunities. Quy Dong shares strategies and tips from her journey.

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What is Strategic Finance?
Financial Planning
The Stratify Team

Strategic finance is the evolution of corporate Financial Planning and Analysis (FP&A) that sees the finance function as the heart of effective decision-making and planning for the entire organization. Get your questions answered in this overview.

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Mastering FP&A Planning and Reporting Basics: Stage 1 of Strategic Finance Maturity
Financial Planning
Stratify Team

Mastering the basics is the first step toward strategic finance maturity. Whether you’ve inherited a messy process, or you’re starting one from the ground up, start by building a solid foundation. 

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The Top Three Challenges to Becoming a Strategic Finance Team
Financial Planning
Stratify Team

To move to the next stage of finance maturity, let’s get honest about the top three challenges standing in the way and tackle them head-on with practical solutions. 

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What It Means to Make FP&A the Financial Heart of the Company
Financial Planning
Brian Camposano, CEO Stratify

When the heart-pumping flow of information is not happening, Finance is left out of the conversation when big decisions are made, and business growth is stunted as a result. 

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