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The evolving role of Finance: driving strategy, insights, and growth
Finance is transitioning beyond its typical role as a financial steward - focused on compliance, record-keeping, and reporting - to becoming a key driver of business strategy and a trusted guardian of organizational data. While fiduciary responsibilities remain essential, finance leaders are now championing data integrity and ensuring reliable insights are widely accessible to inform company-wide decisions.
Join our exclusive CA ANZ members webinar, where Group Head of FP&A James Pakenham and Subject Matter Expert Dan Harrison, will explore:
- the key drivers reshaping finance’s role, including the growing demand for real-time data in decision making, and the critical focus on data privacy, security, and governance
- barriers to adopting broader data ownership and the potential risks of delaying change
- practical steps for ensuring a smooth transition, from integrating financial and operational data, to equipping finance teams with the skills to manage both
- how BI and FP&A tools empower finance by enabling you to organize and share all business data more effectively
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How we help
Plan with confidence across your business
Connect everyone in your business to up-to-date data and make manual, static planning a thing of the past. Whether a financial budget, inventory plan or sales forecast, you'll find it as easy to use as a spreadsheet – just faster and custom-built.
Always know exactly what's going on
Automated tools for faster, easier financial reporting
Phocas' human-friendly FP&A software means you can automate month end, ad hoc and management reporting. No more manual processes, just agile analysis and problem solving.
Flexible, connected budgeting and forecasting
Navigate market forces and drive sales growth
Tap into insights for a smarter supply chain
Tap into insights for a smarter supply chain
Across branches, divisions, product lines, customers and employees - your people can quickly get to the data they need and put it to work.
Know if your rebates programs are working
Bring your data and people together
Phocas pulls financial and operational data from ERPs and multiple data sources so finance teams can plan in detail with other business partners across branches or divisions. Planning is continuous and active with built-in data management and reporting.
Whether a financial budget, headcount plan or cash forecast, a BI and FP&A platform like Phocas makes them all easy to create with built-in workflows and templates.
Hear from Phocas subject matter expert and CA, Dan Harrison
Want quick access to your data? You need Phocas
Quality winemaker adds Phocas for timely results
The Tahbilk Group turned to Phocas to consolidate data from across its business into interactive, drillable dashboards. Everyone reviews their numbers daily instead of waiting for the next month. Better reporting helps everyone make clear decisions and respond faster to customers.
Uniquely integrated platform
CA webinar sessions
The evolving role of Finance: driving strategy, insights, and growth
Hot FP&A trends for 2025
Dynamic reforecasting: how to keep your budget relevant
5 steps to business planning success
Data-driven modelling and forecasting
From reactive to proactive: transforming your budgeting and forecasting approach
5 ways to reduce finance admin time with data analytics
The future of analytics and financial reporting
Collaborative financial planning and analysis (FP&A)
Understand the past, operate better today, and plan well for the future
