Spreadym

OCTOBER 3, 2023

Financial Planning and Analysis (FP&A) candidates are professionals who specialize in financial planning, budgeting, forecasting, and analysis within an organization. They play a critical role in helping companies make informed financial decisions and allocate resources effectively.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Financial Analysis Financial Modeling Budgeting 59

Centage

DECEMBER 1, 2021

But times have changed – which is why financial forecasting is more important than your annual budget. They’re focused less on benchmarking current performance to the predicted budget and instead want to leverage real-time data to understand what the future looks like. What’s the Financial Forecast Look Like?

Forecasting 98

Forecasting Budgeting Financial Planning and Analysis (FP&A) Benchmarking 98

Centage

JANUARY 31, 2022

Understanding the financial health of your organization as it stands today and measuring the strength of your cash position is critical. The cash flow statement is an important tool that shows how your business decisions impact cash and cash equivalents – and breaks the analysis down to operating, investing, and financing activities.

Cash Flow Forecasting 98

Cash Flow Forecasting Financial Planning and Analysis (FP&A) Forecasting GAAP 98

The Finance Weekly

AUGUST 5, 2023

Financial Planning and Analysis (FP&A) involve a range of activities, including planning, forecasting, budgeting, and analytical tasks, all of which are vital in providing essential support for a company's major business decisions and overall financial well-being.

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

Centage

JANUARY 18, 2022

Users can define the formulas and flow as they please, which means they can inadvertently violate your business logic and/or established accounting standards. A modern FP&A solution with pre-programmed business logic and accounting rules prevents users from making such mistakes. How can we plan for an uncertain economy?

Budgeting 111

Budgeting Forecasting Financial Planning and Analysis (FP&A) General Ledger 111

Centage

AUGUST 24, 2022

These concerns could include time-consuming manual entry, difficulties consolidating data, less security for sensitive information, limited collaboration capabilities, delayed reporting, and difficulties accessing historical or real-time data. Fortunately, Planning Maestro can solve this situation.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Budgeting Forecasting Analyzing Data 98

Centage

JUNE 14, 2022

Talented finance team members want to provide strategic guidance to business leaders, not spend their days entering data. The Ideal: In today’s dynamic business environment, executives want “living” budgets that are updated with real-time data and actuals as they occur. To deliver on that ideal, manual data entry must be eliminated.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Budgeting Forecasting Planning 59

Future CFO

NOVEMBER 29, 2020

In the current times of crisis, these buzzwords common in FP&A and planning turn out to be very important characteristics for companies and it becomes clear how well positioned they actually are. In their 35-page report, they provide interesting insights into the current state of planning and highlight where the journey is headed.

Financial Planning and Analysis (FP&A) 52

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

Centage

FEBRUARY 11, 2022

The start of a new year is always a time for planning. As a FP&A professional, all eyes are on you to help plan the year ahead, step-by-careful-step, with enough lead time to avoid pitfalls and seize unexpected opportunities. For instance, 70% of SMBs have created scenario planning to prepare for the future.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Budgeting Forecasting Finance 98

The Finance Weekly

OCTOBER 13, 2021

The development of , FP&A solutions (particularly, innovations such as financial software) in recent years has empowered many organizations to both better understand and significantly improve their performance. Compliance: Abide by laws regarding environmental regulations, financial reporting, etc.

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Financial Planning and Analysis (FP&A) Leverage Communication Strategic Planning 52

Centage

DECEMBER 14, 2023

The goal is not perfection, but a continuous improvement that aligns your financial planning with the always-changing realities of your business environment. Such errors are an inherent aspect of any FP&A forecasting process: your actuals will almost never precisely match your projections. More on this below.)

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Forecasting Budgeting Analyzing Data 40

CFO Leadership

OCTOBER 10, 2023

Future-forward finance and accounting organizations were quick to embrace robotic process automation (RPA) years ago to manage mundane, repetitive back-office tasks like data entry and routine financial reporting. AI is a tool and not a replacement for finance professionals.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

Jedox Finance

JANUARY 23, 2020

A new calendar year can be a great time to take a renewed, fresh look at your business planning and performance management. In a perfect world, we would like an EPM system that manages organization-wide planning, reporting and analysis. Collection of organization-wide financial and non-financial data.

Financial Planning and Analysis (FP&A) 88

Financial Planning and Analysis (FP&A) Budgeting Data Analysis Forecasting 88

The Finance Weekly

AUGUST 27, 2023

Planful and Datarails are two of the leading FP&A solutions in 2023. Planful is an FP&A solution that was built for large companies and enterprises. Planful has a great AI feature called Planful Predict and it is a big selling point in 2023.

Financial Planning and Analysis (FP&A) 52

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

Centage

OCTOBER 14, 2021

Financial reporting is a critical task for any organization. Understanding where your actual financials stand in relation to budgets and projections is important to keeping your business on track and in helping to create new projections and budgets. When using spreadsheets for financial reporting, these errors are amplified.

Financial Reporting 59

Financial Reporting Financial Planning and Analysis (FP&A) Budgeting Concentration 59

Centage

JULY 25, 2023

Businesses across numerous industries use Microsoft Excel spreadsheets to accomplish a wide range of tasks, including bookkeeping, accounting, and project management. For many business owners, automated software outperforms conventional Excel spreadsheets for several accounting tasks, especially for emerging and growing businesses.

Budgeting 98

Budgeting Financial Planning and Analysis (FP&A) General Ledger Forecasting 98

Planful

JUNE 9, 2021

Everyone talks about how much data they have available, but more and more, companies, and FP&A teams in particular, are struggling to make use of that data. zettabytes (a trillion gigabytes) of new data. First, AI Solves for Too Much Data. Then, AI Helps FP&A. AI gives FP&A teams more confidence.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Forecasting Data Analysis Technology 40

Future CFO

AUGUST 30, 2021

According to Payscale.com , skills such as leadership, and financial reporting and strategic planning, won’t elevate your take-home pay much. These days, strong computer skills, as are advanced knowledge of accounting, budgeting, and finances. What makes for a sought-after chief finance professional (CFO)?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Problem Solving CFO 52

Centage

JUNE 28, 2022

Your ability to produce accurate and timely cash flow statements, and to perform analysis based on those accurate and up-to-date reports, is highly critical for assessing both the current health of your organization and making key business decisions. Call it a recession, a weak economy, or just “tough times”.

Cash Flow Forecasting 52

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

E78 Partners

APRIL 13, 2023

Key Takeaways Private capital markets faced headwinds in 2022, but a boom is predicted due to more companies staying private longer, institutional investors increasing allocations to private equity, and a demographic shift as entrepreneurial Baby Boomers consider succession plans for their businesses. Are you prepared for this secular trend?

Financial Planning and Analysis (FP&A) 52

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

Planful

AUGUST 20, 2021

Without a budget, you have no measuring stick to evaluate your goals and performance,” says Donna Conte , service area leader for accounting services at Warren Averett. “[A By automating repetitive data entry tasks and investing in a Continuous Planning FP&A platform like Planful, organizations can reduce these inaccuracies.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Budgeting Forecasting Planning 40

The Finance Weekly

JANUARY 21, 2024

When you’re making small-talk with someone who isn’t in finance or accounting about how work is going, and they answer with “busy,” do you ever question how hard it really is? All involving Excel data manipulation. They have a five person accounting team who spend an unwieldy amount of time dumping data from NetSuite into Excel.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Data Analysis Financial Modeling 40

The Finance Weekly

APRIL 28, 2024

These let you link up your accounting and finance software with all the top business apps out there. Quickbooks Online Overview QuickBooks Online is an accounting software that lets companies, big or small, handle finances from anywhere with an internet connection. It's way easier to use than the desktop one.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

MAY 26, 2020

Mike San Diego, chief financial officer for JK Finance Capital. Mike San Diego, chief financial officer for JK Finance Capital. Asked what keeps him awake at nights during these periods, Mike San Diego , chief financial officer for JK Finance Capital in the Philippines, said “scenario planning for business recovery”.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Treasury Education 40

Planful

JANUARY 11, 2022

Now is the time for CFOs at organizations of all sizes to lean on AI to plan, budget, and forecast with greater accuracy, speed, and confidence. Machine learning (ML): Allows computers to learn from a set of data points and then make decisions without human intervention. Essential Terms.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Reconciliations 40

CFO Thought Leader

APRIL 1, 2023

In this Planning Aces episode, host Jack Sweeney and guest host Ben Murray discuss the collaborative organizational effort behind generating business intelligence (BI) and the different places BI resources may reside within a business, with reference to an episode featuring Gary Zyla, CFO of AssetMark. Tell us a little more about Nathan.

Sales 52

Sales Financial Planning and Analysis (FP&A) CFO Mergers and Acquisitions (M&A) 52

Centage

APRIL 6, 2022

Every business has a set of interconnected levers, commonly referred to as business drivers, that affect the operational expenses and financial results. The key is to have a keen understanding of your business drivers, and build your financial plan around them. There are three types of financial scenario planning: .

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Planning Forecasting Budgeting 98

Jedox Finance

JULY 11, 2023

2 With regulations continually evolving, data volumes expanding, and the need for transparency growing, finance leaders are in a strong position to drive these efforts and create strategic value for their organizations. The standards are designed to bring sustainability reporting on par with financial reporting over time.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Profit and Loss Compliance 52

CFO Thought Leader

MAY 14, 2023

By the time Russell Lester landed inside Intuit’s department of analysis in 2009, the unremarkable career path on which he had first set out nearly 10 years earlier had become brimming with possibilities. Read More At the time when a recruiter for Intuit called, Lester was responsible for overseeing Hyland’s FP&A discipline.

Financial Planning and Analysis (FP&A) 52

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