Brainstorming questions for business partner meetings

Here is how you can use AI in FP&A every day.

If I’m working on 𝘃𝗮𝗿𝗶𝗮𝗻𝗰𝗲 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀, I may ask it to help me 𝗺𝗮𝗽 𝗼𝘂𝘁 𝗮 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗱𝗿𝗶𝘃𝗲𝗿 𝘁𝗿𝗲𝗲 so I can think through possible root causes before I dig into the data.

If I’m preparing for a 𝗯𝗿𝗮𝗶𝗻𝘀𝘁𝗼𝗿𝗺 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀 that help me gather the right information without making the conversation feel too formal or one-sided.

If I’m reviewing a 𝗯𝘂𝗱𝗴𝗲𝘁 𝘀𝘂𝗯𝗺𝗶𝘀𝘀𝗶𝗼𝗻, I may ask it to 𝘀𝘂𝗴𝗴𝗲𝘀𝘁 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀 that help me understand risks and opportunities in the assumptions.

And if I’m 𝗽𝗿𝗲𝗽𝗮𝗿𝗶𝗻𝗴 𝗮 𝗿𝗲𝗽𝗼𝗿𝘁 or presentation, I may use it to 𝗰𝗵𝗲𝗰𝗸 𝘄𝗵𝗲𝘁𝗵𝗲𝗿 𝘁𝗵𝗲 𝘀𝘁𝗼𝗿𝘆 𝗯𝗲𝗵𝗶𝗻𝗱 𝘁𝗵𝗲 𝗻𝘂𝗺𝗯𝗲𝗿𝘀 𝗶𝘀 𝗰𝗹𝗲𝗮𝗿 enough for senior leaders.

Of course, the output still needs to be reviewed carefully.

You need to validate it against the actual data, adjust it for your business context, and decide which recommendation makes sense.

I would also be careful with confidential information. Before uploading anything sensitive into an AI tool, check your company’s policy and speak with your manager or IT team.

In this video, I walk through practical examples of 𝗵𝗼𝘄 𝗜 𝘂𝘀𝗲 𝗔𝗜 during a typical FP&A day, including 𝗽𝗿𝗼𝗺𝗽𝘁𝘀 for variance analysis, business partnering, budget reviews, reports, and board prep.

Full video here on my YouTube channel: https://lnkd.in/gm7TBVYX


-Christian Wattig