FP&A Process and Organization Optimization Analysis
![Screenshot of the first page of FP&A Process and Organization Optimization Analysis](/sites/default/files/2024-06/FP%26A%20Process%20and%20Organization%20Optimization%20Analysis.jpg)
Essential Elements of Financial Analysis
Utilize the recommendations and observations in this audit report sample to enhance your financial planning and analysis process.
Recommendations include: estimate lift and resource requirements to review S/4 processes, develop and document standardized allocation processes, revise the allocations process to be rooted in the SAP portfolio tool, push the results back into S/4 (via SAC-BI data warehouse), formally document new and existing processes, develop desktop procedures for communication and training, support training on the SAP portfolio tool beyond internal-auditor-provided initial user training, evaluate and re-align responsibilities, and understand current-state strategic plan processes.