In our Finance 2025 podcast series, we give listeners insight into the future of finance and the evolutionary road to get there. We’re asking: what will the modern finance organization look like in the year 2025?

This week, Heather Horn was joined by Satyen Popat, partner in PwC’s finance transformation practice, to discuss the key practices of a leading enterprise planning management (EPM) function, and how a well-designed process can deliver sustainable growth not only through data-driven assessments, but also by integrating the perspectives of multiple functions from across the business.

In this episode, you will hear about:

• 5:05 - Challenges companies face as they start financial planning in an uncertain environment
• 20:40 - What a leading FP&A organization looks like, and how the strongest planning models integrate multiple functions of the business
• 27:55 - Practices for data management success when faced with escalating volumes of information
• 32:14 - The evolution of human capital requirements for effective planning functions
• 34:40 - The view from the top - questions that CFOs and business leaders are asking in the planning process
• 39:33 - At a glance: the future of FP&A

Want to learn more? Listen to previous podcasts in the Finance 2025 series where we discuss other key elements of transformation, including the importance of having people at the top of your transformation agenda, how to realize the promise of automation, and some of the latest trends in ERP transformation.

Satyen Popat is a partner in PwC’s finance transformation practice with over 15 years of experience in shared services, acquisition integration, and finance systems, including enterprise performance management and ERP strategy. He focuses on serving the technology sector and is part of PwC’s cloud and digital team.

Heather Horn is PwC’s National Office thought leader, responsible for developing our communications strategy and conveying firm positions on accounting and financial reporting matters. She is the engaging host of PwC’s accounting and reporting weekly podcast and quarterly webcast series, as well as periodic webcasts for the power and utilities industry. With over 30 years of experience, Heather’s accounting and auditing expertise includes financial instruments and rate-regulated accounting.

Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to [email protected].

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