2026 FP&A Trends Survey

Welcome to the 10th FP&A Trends Survey!

For the past decade, FP&A professionals worldwide have shared their experience through this survey — helping shape a clear view of how the FP&A function is evolving in practice.

By participating, you contribute your perspective and help build a trusted global benchmark for modern FP&A.

The survey is short and focused and takes around 10 minutes to complete. In return, you will be among the first to receive the full FP&A Trends Survey Report, available in July 2026.

Your perspective matters — start the survey below.

I. THE STATUS OF THE FP&A FUNCTION (5 questions)

1.How would you classify your overall FP&A team performance?(Required.)

Struggling to keep up with the demands

Coping, still has a long journey ahead

Collaborating well, manual work holds us back

Performing well, with just a few more areas to improve

Optimized to perform

3.What roles do members of your team actually perform? Select all options that apply.(Required.)

FP&A Analyst – provides data analysis and insights to support decision-making

FP&A Architect – designs and bridges financial processes with IT systems

FP&A Data Scientist – uses AI/ML and advanced analytics to identify drivers and trends

FP&A Storyteller – communicates insights clearly in a decision-making context

FP&A Influencer – collaborates with and influences senior executives

4.How does your FP&A team spend its total time across the following activities? The choices need to add up to 100.(Required.)

Data collection

Data validation

Information generation

Insight generation

Driving actions

5.How would you describe FP&A Business Partnering in your organization?(Required.)

Non-existent or disjointed

Recognized need, limited structure

Formal links across the business, supporting decisions

Established FP&A Business Partner function embedded in decision-making

Fully endorsed by leadership, a trusted advisor supported by technology

38%