How Mature Is Your FP&A Function?

An FP&A maturity model is a framework that helps finance organizations evaluate how effectively their people, processes, data and AI capabilities support planning, forecasting and decision-making across the business. It provides a structured way to understand current strengths and weaknesses, along with a clear path to improvement.

Organizations with advanced FP&A capabilities make faster, more informed decisions because they combine trusted data, connected planning and cross-functional collaboration. Mature FP&A teams spend less time collecting information and more time helping the business act with confidence. The latest FP&A research also shows that organizations with over $1B in annual revenue are more likely to report having well-established FP&A operations.

The Vena FP&A Maturity Model includes four stages: 

• Fragmented: Planning is manual and disconnected.  

• Structured: Data is more reliable, but processes remain slow.  

• Integrated: Finance and the business plan together using shared drivers, though execution still depends on manual handoffs.  

• Orchestrated: People, data, AI and workflows work together to enable governed, on-time execution across the business. 

Signs of maturity include: 

• Connected financial and operational planning  

• Trusted, governed data  

• Forecasts informed by both financial and operational drivers

• Cross-functional collaboration

• Direct integration of AI to support multiple workflows

• Faster movement from insight to action across the business

Our free assessment can help you evaluate these capabilities and determine where your organization stacks up across the maturity model.

The report explains how FP&A maturity is evolving, introduces the four-stage maturity framework, examines the core characteristics of mature finance organizations, and provides a practical roadmap toward building a more connected, agile FP&A function.

The report provides the complete framework, research and best practices behind modern FP&A maturity. The interactive assessment lets you apply that framework to your own organization, giving you a personalized maturity score and recommended next steps based on your responses.