Analyzing Data, Budgeting and Sales - Corporate Finance Brief

FP&A’s Scope: What Is In And What Is Out?

Fpanda Club

JANUARY 23, 2025

In this blog post I wont focus on the activities that fall into FP&As scope by default, such as budgeting, forecasting and regular analysis. They can impact organizational performance and are usually incorporated by FP&A into financial forecasts or budgets. So, the scope of FP&A: what is in and what is out?

Financial Planning and Analysis (FP&A)

Financial Planning and Analysis (FP&A) Mergers and Acquisitions (M&A) Prioritization Forecasting

Why Data is So Important to Manufacturing Budgets

Centage

JUNE 2, 2023

Technology has been a boon for manufacturing in a million different ways – from online ordering, to faster invoicing, to optimizing sales teams. And with data collecting sensors and Internet of Things (IoT) devices, businesses can predict maintenance and replacements for critical equipment which helps to avoid downtime.

Budgeting

Budgeting Manufacturing Forecasting Analyzing Data

Collaborative Budgeting Process

Spreadym

NOVEMBER 8, 2023

Collaborative budgeting is an approach to financial planning and management that involves the active participation of multiple individuals or teams within an organization. It goes beyond the traditional top-down budgeting process, where senior management sets financial targets and allocates resources.

Budgeting

Budgeting Communication Strategic Planning Analyzing Data

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7 Best Budgeting Software for Small Businesses

The Finance Weekly

OCTOBER 8, 2023

Budgeting software can greatly help by , automating financial tasks , making processes more efficient, and leading the business toward long-term success. Keep reading to find out the best budgeting software for small businesses. Why You Should Use Budgeting Software for Your Business?

Financial Planning and Analysis (FP&A)

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

What Is Business Intelligence and How Does It Link to EPM?

Jedox Finance

APRIL 8, 2021

Most strategic and operational planning processes in organizations are based upon three recurring stages: Plan: The decision-making phase where organizations set a direction (budget, sales goals, etc.). Analyze: Using information and knowledge from the data the organization collected over time. an approved budget).

Data Analysis

Data Analysis Forecasting Analyzing Data Budgeting

AI/Bot: Dole’s Secret Artificial Intelligence Weapon

PYMNTS

JUNE 9, 2017

One company that saw significant improvement in its sales thanks to AI was Dole Asia. The company wanted to increase the sales of its “Seasons” fruit cocktail brand, increase the sale of its smaller cans and gain a stronger market share hold among its competitors.

Analyzing Data

Analyzing Data Retail Technology Budgeting

Marketing Planning Process

The Finance Weekly

DECEMBER 15, 2024

Whether youre a CMO or a marketing operations manager, the challenge of making the most of your budget while hitting your targets is no small feat. Gather Historical Data: Analyze sales trends, past marketing performance , and your teams capabilities to understand whats working and whats not. What is a Marketing Plan?

Planning

Planning Marketing Auditing Budgeting

Best FP&A Software for Small Businesses

The Finance Weekly

AUGUST 30, 2022

Today, the average FP&A analyst , only spends 25% of their time analyzing data , while the other 75% of their valuable time is spent on activities such as collecting and cleaning the data. In 2018 , Jedox was awarded for Excellence in Budgeting Transformation, and won the CFO Innovation Editor’s Choice Award.

Financial Planning and Analysis (FP&A)

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

Best Workforce Planning Software Tools for 2024

The Finance Weekly

DECEMBER 20, 2023

Support for Related Processes - The ability to assist in processes like Incentive Compensation Management, Sales, and Performance Management. It offers various tools for financial planning, sales predictions, workforce planning, and improving supply chain operations. Key Features: Easily analyze data from various perspectives.

Financial Planning and Analysis (FP&A)

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

Best Workforce Planning Software Tools for 2024

The Finance Weekly

DECEMBER 20, 2023

Support for Related Processes - The ability to assist in processes like Incentive Compensation Management, Sales, and Performance Management. It helps manage financial and operational data, promotes teamwork, and offers instant insights for better decision-making. Key Features: Easily analyze data from various perspectives.

Financial Planning and Analysis (FP&A)

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

How 6 organizations have achieved Superplännen

Jedox Finance

MARCH 7, 2023

Retailer accelerates budgeting and reporting 2. Chemical manufacturer plans for any scenario Integrating cross-organizational data 3. Cleantech provider integrates data seamlessly 4. Healthcare organization reaps critical sales insights Simplifying complex plans 5. Table of Contents Increasing adaptability 1.

Financial Planning and Analysis (FP&A)

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

The Cash Flow Connection To Accounts Receivable

PYMNTS

SEPTEMBER 4, 2019

But even as FinTechs introduce solutions — from early payment discount programs to accounts receivable (AR) automation platforms — days sales outstanding (DSO) can continue to rise for many businesses. And poor payments behavior by customers could be an early indicator for sales or customer success.

Cash Flow Forecasting

Cash Flow Forecasting Accounting Forecasting Accounts Payable

3 Ways to Use Power BI To Make the Most Of Nonprofit Data

Collectiv

JUNE 13, 2023

Additionally, the manual nature of these spreadsheets makes the process prone to human error when inputting, interpreting, and distributing data. By contrast, a tool like Power BI makes it easier (and quicker) to reliably collect, organize, and analyze data.

Nonprofit

Nonprofit Leverage Analyzing Data Budgeting

What is Financial Planning and Analysis (FP&A)?

Spreadym

JUNE 27, 2023

It involves forecasting, budgeting, analyzing, and reporting financial information to support strategic planning and operational decision-making. This involves projecting revenues, expenses, and other key financial metrics based on historical data, market trends, and business strategies. The primary objectives of FP&A.

Financial Planning and Analysis (FP&A)

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

Extended Planning and Analysis (xP&A) is the Future of FP&A

The Finance Weekly

NOVEMBER 27, 2022

xP&A highlights a few valuable actions: , Cross-departmental collaboration , making strategic decisions from a holistic approach, and perhaps most importantly, cutting through data silos to extract key metrics and insights. The end of data silos. xP&A is a product of the times, as it mirrors the culture of modern businesses.

Financial Planning and Analysis (FP&A)

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

9 Signs Your Startup Needs a Fractional CFO - By JP Puchulu

Boston Startup CFO

FEBRUARY 1, 2023

Cash flow constraints and lack of cash visibility If you have cash flow constraints and lack of cash visibility, a fractional CFO can help you in several ways: Assessing your cash flow : A CFO can help you understand the factors that are affecting your cash flow, such as your sales and expenses.

CFO

CFO Startups Cash Flow Forecasting Budgeting

Reaching the Full Potential of IFP&A

The Finance Weekly

MARCH 22, 2022

But the consensus in corporate finance is that FP&A describes plan creation (mainly financial), analyzing data, and interpreting its meaning with the aim of providing senior management with information to support strategic leadership and operational decision-making. Financial Planning & Analysis is more difficult to define.

Financial Planning and Analysis (FP&A)

Financial Planning and Analysis (FP&A) Forecasting Corporate Finance Analyzing Data

Best FP&A Software for Startups

The Finance Weekly

AUGUST 30, 2022

Today, the average FP&A analyst , only spends 25% of their time analyzing data , while the other 75% of their valuable time is spent on activities such as collecting and cleaning the data. In 2018 , Jedox was awarded for Excellence in Budgeting Transformation, and won the CFO Innovation Editor’s Choice Award.

Financial Planning and Analysis (FP&A)

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

Provide a ‘WOW’ Experience in your Nonprofit Marketing

The Charity CFO

AUGUST 16, 2023

The word ‘conversion’ is a data point that can be measured. So for example, on a for-profit’s page this may mean that a conversion leads to an eventual sale. A conversion data point may indicate converted volunteers, donations, or simply subscribing to an email or newsletter. This has a different definition for NPOs.

Nonprofit

Nonprofit Marketing Analyzing Data CFO

How To Revolutionize The FP&A Professional

Jedox Finance

AUGUST 6, 2019

In the past, what made you a successful FP&A professional was your technical skills like Excel modeling and ability to analyze data. A radically different skills model. To some extent that will always be the backbone of FP&A, yet they are not the determinants for your future success.

CFO

CFO Analyzing Data Communication Finance

What the Heck Is Power Automate?

Collectiv

SEPTEMBER 26, 2023

Approval Flows Approval flows automate the process of requesting approval for things like invoices, budgets, or scheduling requests. Some of these tasks include saving emailed reports to SharePoint, sending bulk emails to communicate salary changes, or triggering status changes when a new sales lead comes into the system.

Analyzing Data

Analyzing Data Communication Invoicing Budgeting

Corporate Finance Brief

FP&A’s Scope: What Is In And What Is Out?

Why Data is So Important to Manufacturing Budgets

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Collaborative Budgeting Process

Webinars

7 Best Budgeting Software for Small Businesses

What Is Business Intelligence and How Does It Link to EPM?

AI/Bot: Dole’s Secret Artificial Intelligence Weapon

Marketing Planning Process

Best FP&A Software for Small Businesses

Best Workforce Planning Software Tools for 2024

Best Workforce Planning Software Tools for 2024

How 6 organizations have achieved Superplännen

The Cash Flow Connection To Accounts Receivable

3 Ways to Use Power BI To Make the Most Of Nonprofit Data

What is Financial Planning and Analysis (FP&A)?

Extended Planning and Analysis (xP&A) is the Future of FP&A

9 Signs Your Startup Needs a Fractional CFO - By JP Puchulu

Reaching the Full Potential of IFP&A

Best FP&A Software for Startups

Provide a ‘WOW’ Experience in your Nonprofit Marketing

How To Revolutionize The FP&A Professional

What the Heck Is Power Automate?

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