Fpanda Club

APRIL 11, 2021

Whether in a startup or in a well-known corporation, it is hard for FP&A practitioners to avoid building financial models of these 3 basic financial statements. On the contrary, FP&A analysts embrace a wide variety of soft skills which are absolutely necessary for an effective and efficient communication.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Forecasting Budgeting Financial Modeling 130

The Finance Weekly

AUGUST 6, 2024

By incorporating their insights into your financial models, you can improve sales forecasts and spot exciting growth opportunities. In FP&A, teaming up with finance and accounting means they can engage more strategically with their non-financial colleagues, boosting the overall financial understanding of the organization.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Communication Finance Forecasting 52

Spreadym

JUNE 27, 2023

By providing financial insights and analysis, they assist in evaluating investment opportunities, assessing the financial impact of strategic initiatives, and developing long-term financial plans. They develop financial models that simulate various scenarios and assess the outcomes on key financial metrics.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Financial Analysis Budgeting 52

E78 Partners

SEPTEMBER 14, 2023

Whether you view it as a validation of your strategies or an avenue for enhancement, it’s the key to unlocking unparalleled organizational alignment, accountability, and performance momentum. The BP&B Health Check isn’t just an evaluation tool; it’s the compass for leaders to chart the next course.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Financial Modeling Benchmarking 52

Michigan CFO

JUNE 7, 2023

Their primary duties include financial planning, analysis, risk management, financial reporting, and leadership of the finance & accounting team. CFOs play a pivotal role in strategic decision-making, ensuring the financial health and stability of the business. What Do Virtual CFOs Do?

CFO 52

CFO Problem Solving Budgeting Financial Systems 52

E78 Partners

NOVEMBER 12, 2024

By proactively managing your “prepared by client” (PBC) list, you can structure documentation to align with audit testing phases – as mentioned in our previous post , preparing for a financial audit. This timeline should account for potential delays and include contingency plans in high-risk areas.

Auditing 52

Auditing Financial Planning and Analysis (FP&A) GAAP Compliance 52

E78 Partners

NOVEMBER 12, 2024

By proactively managing your “prepared by client” (PBC) list, you can structure documentation to align with audit testing phases – as mentioned in our previous post , preparing for a financial audit. This timeline should account for potential delays and include contingency plans in high-risk areas.

Auditing 52

Auditing Financial Planning and Analysis (FP&A) GAAP Compliance 52

BlueLight

AUGUST 21, 2020

Their expertise ranged from seed stage start-ups, where the CEO also served as the in-house finance leader, to growth stage companies where an in-house CFO monitored the entity’s current and future financial health. While at PWC I started writing business plans and creating financial models for startups. Accounting ?—?Many

Planning 52

Planning Startups Marketing CFO 52

The Finance Weekly

AUGUST 5, 2023

Your Future in FP&A: Navigating the Varied Career Paths Typically, , Financial Planning and Analysis are integral parts of a comprehensive financial management system, which also includes accounting, revenue and cash flow management , governance, risk, and compliance (GRC), along with other core financial processes.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Financial Analysis Forecasting Budgeting 52

Jedox Finance

JULY 23, 2019

These are often not “out of the box” solutions and will require us to spend time learning new skills in process automation, analytics and financial modeling. This is a space that is largely unexplored and represents immense potential for us to understand, interpret, communicate and execute on these predictions. Crystal ball.

Technology 52

Technology Financial Modeling Forecasting Planning 52

CFO Talks

SEPTEMBER 12, 2024

Instead of relying on a single forecast, consider creating multiple financial models that reflect best-case, worst-case, and moderate scenarios. Explore opportunities to automate accounts receivable processes to speed up collections. A resilient culture will help your organisation weather the storm and emerge stronger.

Leverage 52

Leverage Forecasting Communication Economics 52

Boston Startup CFO

JULY 10, 2016

TK: The ability to communicate your thinking and decision-making rationale is absolutely critical to success in any finance role. It is not just about building a fully integrated financial model and making a financial decision based on whether or not the output cell is green or red.

Startups 52

Startups CFO Communication Financial Modeling 52

Future CFO

MAY 22, 2024

On the other hand, Waty believes CFOs should take into account data related to finances, operations, customers, and cybersecurity to evaluate the effectiveness of digital transformation. For the Ateria Group CFO, financial leaders must take a strategic, flexible, and all-encompassing strategy to lead the digital transformation.

CFO 52

CFO Risk Management Leadership Communication 52

Collectiv

MARCH 5, 2025

This shift ensures organizations move beyond finance-driven planning to a fully integrated, enterprise-wide strategy that takes into account all facets of the business. Its efficient communication and integration with the rest of your data stack are critical to meaningful planning.

Planning 52

Planning Forecasting Budgeting Financial Modeling 52

PYMNTS

SEPTEMBER 7, 2018

Middle-market firms are particularly embracing the outsourcing model, according to Mike Cassity, CEO of Flockgen , an online platform that connects B2B businesses to partners and customers. Reaching outside company walls for financial solutions is a popular choice for middle-market companies, Cassity recently told PYMNTS.

B2B 40

B2B Marketing Communication Compliance 40

The Finance Weekly

JULY 31, 2023

Artificial Intelligence (AI) is gradually revolutionizing various industries, including the field of accounting and finance. With the emergence of , AI tools and Large Language Models (LLMs) like ChatGPT, Google Bard, and BERT, professionals in these fields can benefit from enhanced capabilities and streamlined processes.

Corporate Finance 52

Corporate Finance Finance Leverage Accounts Payable 52

Future CFO

SEPTEMBER 17, 2023

The second aspect is business partnering, where you need to ensure that the financial model is planned to set the business up for success when there could be dependencies and constraints that limit what you can financially support the business.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) SAP CFO Leadership 52

Future CFO

OCTOBER 20, 2021

This made me decide to pursue my education in accounting. After graduation, I started my career in finance at Arthur Anderson as an auditor and became a Certified Public Accountant (CPA). Then I spent three years with Chevron as a regional finance and accounting implementer. I started to like numbers and did very well in Math.

CFO 52

CFO Leadership Finance Problem Solving 52

CFO Talks

MARCH 19, 2024

By distilling these goals into a concise list and communicating them consistently—whether in formal presentations or casual discussions—the CFO ensures everyone understands and aligns with the finance department’s direction. This might involve enhancing digital finance capabilities or adopting sustainable business practices.

CFO 52

CFO Communication Finance Budgeting 52

The Finance Weekly

NOVEMBER 20, 2023

These tools can examine large sets of financial data, pinpoint important key performance indicators (KPIs), and create interactive dashboards and reports. FP&A leaders can use these insights to track performance, identify trends, and communicate financial results to stakeholders more effectively.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Cash Flow Forecasting Forecasting 52

Future CFO

JUNE 13, 2022

I graduated from the National University of Singapore with a Bachelor in Accountancy degree and pursued an ACCA qualification while working for the Public Utilities Board. I was fortunate to get a flavour of the accounts payables, costing and budgeting functions. Grace Lim, CFO, KK Women's & Children's Hospital.

Healthcare 52

Healthcare CFO Leadership Finance 52

CFO Talks

MARCH 14, 2024

We emphasized the importance of communication, setting priorities, and the initial avoidance of hasty decisions. This involves regular communication, mutual respect for expertise, and an open-door policy for discussing challenges and opportunities. The CFO of Eco Innovate Inc.,

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Cube Software

MAY 11, 2023

These financial modeling tools are one of the most important to help a company prepare for any kind of scenario imaginable and map out a future trajectory. Pro forma statements are financial projections that ask and attempt to answer "what if" questions. That's where pro forma statements come into play.

GAAP 40

GAAP Financial Planning and Analysis (FP&A) Profit and Loss Accounting Principles 40

Onplan

NOVEMBER 30, 2022

OnPlan is a financial modeling and forecasting tool built by financial planners and analysts. Instead of reaching out to your marketing, sales, and other departments for data inputs, and spreading your communication across various channels and sources, you can reach instant and total alignment. Customers success.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Planning 52

Onplan

DECEMBER 16, 2021

How do they connect operational metrics—for example, marketing metrics like CAC and conversion rates, or sales metrics like AE ramp time—to a financial model that flows through to the income statement, cash flow, and balance sheet? It shifts their focus away from forward-facing analysis and flagging issues ahead of time.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Sales Finance Forecasting 52

Onplan

DECEMBER 16, 2021

How do they connect operational metrics—for example, marketing metrics like CAC and conversion rates, or sales metrics like AE ramp time—to a financial model that flows through to the income statement, cash flow, and balance sheet? It shifts their focus away from forward-facing analysis and flagging issues ahead of time.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Sales Finance Forecasting 52

BlueLight

JUNE 5, 2020

Either way, the business environment is changing rapidly and this typically means startup founders and their boards are communicating much more frequently than in a “business as usual” situation. It allows the board members to get a feel for who the executive team is and these executives will feel more accountable.

Startups 52

Startups Technology Investments Finance 52

The Charity CFO

APRIL 27, 2022

The biggest communication problem most nonprofits face (13:25). Why you need to “humanize” your communication. For more nonprofit accounting resources check out www.thecharitycfo.com. And of course I would love talk about accounting, but at the end of the day, most people don’t hear all about accounting.

Nonprofit 98

Nonprofit Communication Accounting Advertising 98

Barry Ritholtz

APRIL 4, 2023

In our case, they’re held by separately managed accounts, commingled funds, publicly registered vehicles, et cetera. One of them is here in the studio with us today, Jessica Tannenbaum who heads up our marketing area and communications. They’re not held by one fund. It’s a level of passion and enthusiasm.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Finance Banking 59