FP&A Modernization through Change Management - A case study at Expedia

Our next case study was around FP&A modernization through Change Management. For Gareth Bartman, Senior Director at Expedia Group, it was key to bring together the two disparate processes of biweekly output and quarterly forecast into one monthly rolling outlook. See the chart below demonstrating how Expedia went about doing this.


Gareth’s learnings around People and Team were: 

  • CFO Alignment is a must
  • Empower working group
  • Identify SMEs and listen to them
  • Regular communications