In this episode of SaaS Conversations, Tori Danforth, Senior Director of FP&A at Relativity, shares how her team approaches annual planning at scale. From integrating long-range strategic goals to setting departmental targets and navigating trade-offs, Tori offers a detailed look into how benchmarking with external data strengthens both the planning process and cross-functional alignment.We cover:How to connect long-range strategy to annual financial planningThe role of finance business partners in driving bottom-up alignmentUsing benchmark data to inform investment decisions and trade-offsKey metrics and frameworks for plan validationEvolving planning processes while maintaining flexibility and trustPractical approaches to embedding external data into internal workflowsFor finance and operations leaders navigating today’s environment, this conversation offers actionable insights on how to use benchmarking to build better plans and ultimately achieve better outcomes.

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