Forecasting the Future using OneStream for Financial Planning and Analysis (FP&A) — Episode 5

If forecasting still feels reactive, spreadsheet-driven, or disconnected from real business drivers, FP&A isn’t being set up to succeed. In this episode, Andy Smetana is joined by Nova Advisory Partner Greg Hertling to dive deep into Financial Planning & Analysis and how OneStream enables finance teams to forecast the future with confidence. Drawing on over 20 years of FP&A experience, Greg shares how OneStream brings data integration, process efficiency, and actionable insights together in a single platform—solving real client challenges and improving forecast accuracy.

Episode Summary

Andy and Greg explore the evolving role of FP&A and why it sits at the heart of strategy, forecasting, and decision-making. Greg walks through his career journey from industry to consulting, what drew him to OneStream, and how its dimensionality, workflows, and analytics support scalable FP&A processes. The conversation covers how finance teams can integrate data from multiple sources, design repeatable workflows, and present information in ways that drive action—not just reports. Real-world examples highlight how OneStream’s flexibility helps FP&A teams move beyond spreadsheets, reduce errors, and deliver forward-looking insights the business can trust.

Listen now:

What You’ll Learn

• Why FP&A plays a central role in forecasting and strategic decision-making

• How OneStream supports integrated, end-to-end FP&A processes

• How dimensionality and extensibility enable tailored planning models

• Ways OneStream workflows improve data integrity and process efficiency

• How FP&A teams can move beyond spreadsheets to drive better forecasts

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