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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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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Becoming a Strategic Business Partner: The New Financial Analyst Skillset
Financial Planning
The Stratify Team

Transcend number-crunching and become an influential force in your organization. Take steps to hone business acumen, communication skills, problem-solving, and leadership.

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How Finance Can Get Stakeholders Engaged in the Planning Process
Financial Planning
Stratify Team

Put an end to your frustration. Here are 5 practical ways to meet stakeholders where they are and get the collaboration you need. Fewer surprises, more partnership + empowerment.

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Overcoming Challenges of Headcount Reconciliation with Best Practices
Financial Planning
The Stratify Team

Tired of spending days on headcount reconciliation? Here are best practices to save time and eliminate the headaches.

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Financial Planning & Analysis Top 7 Trends Worth Watching in 2024
Financial Planning
Emily Mason

In such a volatile sector and season, it’s easy to dismiss trend forecasts. But the trends matter more than ever. Why? Because FP&A teams are the key players in a new movement combining strategy, data, and collaboration.

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Stratify Achieves SOC 2 Type II Compliance, Ensuring the Highest Security Standards for Our Customers
Product Updates
Lisa Abbott

We're pleased to announce that Stratify is now SOC 2 Type II certified. This independent audit confirms that our strict controls and procedures meet the highest industry standards for securing our customers' financial data.

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Read the Whitepaper

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