Brian Kalish

Brian Kalish Finance Expert

Brian is Founder and Principal at Kalish Consulting. He is Former Executive Director – Global FP&A Practice at AFP. He has over 20 years of experience in Finance, FP&A, Treasury and Investor Relations. He previously held a number of treasury and finance positions with the FHLB, Washington Mutual/JP Morgan, NRUCFC, Fifth Third and Fannie Mae. He has spoken all over the world to audiences both large and small hosting FP&A Roundtable meetings in North America, Europe, Asia and soon South America. Brian attended Georgia Tech, in Atlanta, GA for his undergraduate studies in Business and the Pamplin College of Business at Virginia Tech for his graduate work. In 2014, Brian was awarded the Global Certified Corporate FP&A Professional designation.

4 Practical Ways to Streamline Your Company's FP&A Workflows

4 Practical Ways to Streamline Your Company's FP&A Workflows

Financial Planning and Analysis (FP&A) is often a tedious and complex process.

Brian Kalish
28/01/2022
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Dynamic Planning Meets Edge Computing To Become The New Norm

Dynamic Planning Meets Edge Computing To Become The New Norm

What a world we live in today! We can ask any question and get an answer almost instantly.

Brian Kalish
24/12/2021
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Is Artificial Intelligence Enhancing or Destroying Financial Planning & Analysis as We Know It?

Is Artificial Intelligence Enhancing or Destroying Financial Planning & Analysis as We Know It?

When I hear or read that artificial intelligence (AI) is “disrupting” financial planning and analysis, I tend to challenge the premise.

Brian Kalish
23/12/2021
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4 Changes FP&A Teams Need to Make Now to Future Proof Forecasting

4 Changes FP&A Teams Need to Make Now to Future Proof Forecasting

For many FP&A organizations, the global health crisis was like a bank of fog rapidly and unexpectedly engulfing a ship at sea.

Brian Kalish
12/06/2021
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The New Normal for Financial Planning & Analysis: Scenario Planning

The New Normal for Financial Planning & Analysis: Scenario Planning

For a recent article in the Wall Street Journal, “Companies’ Financial Planning Comes Up Short in the Coronavirus Era,” I was asked how FP&A professionals could have predicted both the pandemic occurring and the scope and scale of its impact.

Brian Kalish
17/11/2020
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Finding the "New Normal"​ for FP&A in Financial Services

Finding the "New Normal"​ for FP&A in Financial Services

Part of the ‘new normal’ for FP&A means remote work and virtual collaboration.

Brian Kalish
30/07/2020
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How a Spirits Company Reduced Stranded Inventory with Rolling Forecasts

The company was losing sales when its popular products weren't in stock so it stopped using static forecasts to anticipate demand.

Brian Kalish
11/02/2020
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The 3 Most Common Forecasting Errors Retail CFOs Make

Smart investment on the planning side can help retailers better align forecasts with actual sales.

Brian Kalish
04/02/2020
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5 CFO Trends to Watch in 2020

Greater adoption of rolling forecasts and subscription pricing models are among the trends you'll see this year.

Brian Kalish
04/02/2020
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FP&A Trends for 2019: The Year of Digital Finance Transformation

I always enjoy addressing the question, “What do you think will be the biggest/most important/most impactful trends in fp&a of the coming year”? It gives me a chance to pause and review all the places I’ve been, all the CFOs I spoken with, and all the companies I’ve worked with over the past twelve months, to refine and distill what I believe are the top technological trends for financial planning & analysis in 2019.

Brian Kalish
21/01/2019
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