Collectiv

JANUARY 24, 2025

I dont about you, but its pretty surprising to see spreadsheets dominating in AFPs 2025 FP&A Benchmarking Survey Report. For example, automate a variance analysis report or create a simple budget forecasting dashboard to save time and improve accuracy. Spreadsheets are not built for strategic decision-making.

Financial Planning and Analysis (FP&A) 52

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

CFO Thought Leader

DECEMBER 9, 2024

Having proven her ability to guide companies to liquidity events and beyond, Cheng had established a new benchmark for any next move: she wanted to steer a firm toward an IPO while serving as its CFO. Read More Just as Salesforce revolutionized sales forecasting, making data accessible and actionable, Jellyfish does the same for engineering.

Leadership 52

Leadership CFO Benchmarking Finance 52

CFO News Room

FEBRUARY 3, 2022

Facebook owner Meta Platforms lost a record $232 billion in market value Thursday after releasing a disappointing financial forecast, while shares of other companies including. In bond markets, the yield on the benchmark U.S. Oil prices climbed, with the global benchmark Brent crude up 0.5% The Nasdaq Composite Index dropped 3.7%

Benchmarking 130

Benchmarking Treasury Forecasting Banking 130

Spreadym

SEPTEMBER 19, 2023

Budgeting and forecasting in business are both financial planning tools used by businesses, but they serve different purposes and have distinct characteristics. Here's an overview of the key differences between budgeting and forecasting. Forecast: Forecasts can vary in terms of their time horizon.

Forecasting 59

Forecasting Budgeting Cash Flow Forecasting Benchmarking 59

CFO Thought Leader

DECEMBER 9, 2024

Having proven her ability to guide companies to liquidity events and beyond, Cheng had established a new benchmark for any next move: she wanted to steer a firm toward an IPO while serving as its CFO. Read More Just as Salesforce revolutionized sales forecasting, making data accessible and actionable, Jellyfish does the same for engineering.

Leadership 52

Leadership CFO Benchmarking Finance 52

Fpanda Club

MAY 17, 2022

After having got rid of the detailed model and moved to a lighter version of the budget, continuous planning in the form of the rolling forecast can take its place. To support this shift, fixed targets should be replaced by the relative ones, for example, based on the benchmarks. References: 1.

Budgeting 147

Budgeting Planning Benchmarking Leadership 147

Fpanda Club

MARCH 14, 2021

The most common examples of defects in finance processes are: errors in payments while billing or accounts payable processes, incorrect entries in accounting, inaccurate forecasts in budgeting, delays in reporting, incorrect data in the reports, a formula error in the Excel spreadsheet. PwC’s Finance Effectiveness Benchmark Report 2019.

Finance 130

Finance Benchmarking Transportation Accounts Payable 130

CFO Talks

NOVEMBER 27, 2024

A cash flow forecast highlighting potential shortfalls in three months and a proposed action plan to address them shifts the focus from reactive to proactive decision-making. Context—whether through benchmarking or comparisons—gives decision-makers the perspective they need. Context Adds Clarity Numbers alone don’t provide meaning.

Cash Flow Forecasting 52

Cash Flow Forecasting Leadership CFO Benchmarking 52

CFO News Room

FEBRUARY 5, 2022

The new benchmark 6.54%-2032 bond yield ended 14 basis points higher at 6.8279%, compared to 6.6841%. The old benchmark 6.10%-2031 bond yield ended 16 basis points up at 6.8458%, as against 6.6829% close on Monday. lakh crore and a revised fiscal deficit of 6.9% for the current fiscal year, higher than the earlier estimate of 6.8%.

Budgeting 130

Budgeting Marketing Benchmarking Planning 130

CFO News Room

FEBRUARY 6, 2022

The forecast unemployment rate was 3.9%, essentially equal to the actual. Survey data have been revised as a result of an annual benchmarking process and the updating of seasonal adjustment factors. Job growth was much stronger than the estimate of 150,000, as compiled by Dow Jones. Changes to the Data. The news release from the U.S.

Benchmarking 130

Benchmarking Transportation Concentration Numbers 130

CFO News Room

FEBRUARY 4, 2022

The benchmark 10-year U.S. That was well above forecasts from economists who had expected a larger drag from the latest wave of Covid-19 cases. The spread between the Italian bond yield and the German benchmark, considered a barometer of financial stress in the region, rose to its highest level in over 18 months. . on Friday.

Benchmarking 130

Benchmarking Treasury Economics Banking 130

Barry Ritholtz

MAY 15, 2023

The occasional accurate forecast – regardless of whether the result of skill or luck – fools us into believing that we too can predict the future. But even GE beat CSCO for the next decade, through January 2009, so choosing CSCO over GE was also a bad pick: How did the stock pick do against a benchmark?

Benchmarking 133

Benchmarking Forecasting Marketing 133

Spreadym

MAY 23, 2023

Cash forecasting refers to the methods and approaches used by businesses to predict and estimate their future cash flows. To forecast cash flows, companies can use a variety of tools that can include simple models in Excel spreadsheets and special business software that contain tools and features for cash forecasting.

Forecasting 52

Forecasting Cash Flow Forecasting Budgeting Accounts Payable 52

Cube Software

SEPTEMBER 11, 2023

It serves as both a roadmap and a benchmark, guiding businesses toward their financial goals while also allowing for a post-period evaluation of performance. The core components of budgeting A budget is a financial plan that estimates revenue and expenditures over a specific period of time.

Budgeting 52

Budgeting Forecasting Benchmarking Planning 52

Spreadym

JUNE 6, 2023

Financial forecasting refers to the process of estimating or predicting future financial outcomes and performance based on historical data, trends, and assumptions. Financial forecasting is a critical aspect of financial planning and decision-making for businesses, organizations, and individuals.

Forecasting 52

Forecasting Budgeting Planning Financial Modeling 52

Global Finance

OCTOBER 10, 2024

Mansur announced plans to hike the benchmark rate by 50 basis points to 9%, and stated that rates would hit 10% within the coming months. in 2023 and is forecast to hit 5.8% In September, the PBoC cut its benchmark seven-day interest rate by 20 basis points to 1.5% Mansur to be central bank governor. per greenback. billion.

Benchmarking 98

Benchmarking Foreign Exchange Forecasting Economics 98

Spreadym

JUNE 8, 2023

Planning, budgeting and forecasting for a business are three distinct financial management tools used in business, each serving a different purpose. Key differences between planning, budgeting and forecasting for a business Here are key difference between planning, budgeting and forecasting for a business.

Forecasting 52

Forecasting Budgeting Planning Risk Management 52

CFO News Room

FEBRUARY 4, 2022

It’s the latest in a series of recent fiscal and monetary benchmarks received with increasing blitheness. Instead of engaging in unsubstantiated forecasting or policy attitudinizing, a more productive and considered approach would focus on social science, historical precedent, and moral principle.

Economics 130

Economics Benchmarking Treasury Budgeting 130

Centage

AUGUST 1, 2023

Set Specific Benchmarks Shorten the time it takes to deliver a budget by setting comprehensive benchmarks. There are several benefits to benchmarking: They keep everyone aligned on company goals. Our cloud platform, Planning Maestro , makes sophisticated budgeting , planning , and forecasting easy and accessible.

Budgeting 98

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

Centage

SEPTEMBER 5, 2023

Three: Benchmark Industry Profitability Ratios Your profit margin might look weak to you, but is it? Benchmark your industry before looking at your profitability so you know what to aim for. The end result is that you get the data you need faster for more accurate forecasts all without overburdening staff and increasing budgets.

Financial Planning and Analysis (FP&A) 98

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

Fpanda Club

APRIL 18, 2022

Within the FP&A function SWOT analysis can be used, for example, in self-assessment purposes which can be done with the help of internal customers and benchmarks. Many companies benefit from the results of this powerful tool and apply it not only to overall/marketing strategy but also to analyze products, projects and even departments.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Marketing Finance Forecasting 130

PYMNTS

JANUARY 6, 2021

Fleet organizations must not only be able to understand this metric, but benchmark it to compare performance with their peers, and to track cost patterns over time.

Budgeting 101

Budgeting Benchmarking Forecasting Technology 101

Centage

SEPTEMBER 11, 2023

Develop a plan to address the variances in your financial forecasting. Revenue Variances You always want to analyze the differences in your sales forecasting and what the revenue ended up being. Our cloud platform, Planning Maestro , makes sophisticated budgeting , planning , and forecasting easy and accessible. Take Action.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Budgeting Forecasting Performance Measuring 105

VCFO

MARCH 17, 2023

A benchmark exercise can also provide insight here. This translates to purchasing power as many vendors are willing to make concessions to keep customers who know how to forecast their needs. Forecasting Sales and Applying Seasonality Sales is also a pivotal part of the inventory turnover equation.

Manufacturing 70

Manufacturing Forecasting Profit and Loss Benchmarking 70

Fpanda Club

JULY 24, 2022

As mentioned, it is extremely difficult to build accurate forecast of the cash streams from innovation and it seems impossible to estimate potential deterioration of the company’s financial performance in case when an investment in innovation is not made. which will be part of the allowable cost.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Profit and Loss Benchmarking Valuation 130

PYMNTS

OCTOBER 6, 2016

That was better than forecasts that looked for a level of 256,000 claims. As reported by Bloomberg, the labor market has been tightening steadily, and against that backdrop the Federal Reserve might raise ket benchmark rates sooner rather than later.

Benchmarking 67

Benchmarking Forecasting Marketing 67

CFO News

FEBRUARY 8, 2023

forecast in December policy. The central bank today also raised the benchmark rate by 25 basis points and retained monetary policy stance of withdrawal of accommodation. RBI Monetary Policy Meet: The Reserve Bank of India cut inflation aim to 6.5%

Benchmarking 52

Benchmarking Forecasting Banking 52

CFO News

DECEMBER 14, 2022

The Federal Open Market Committee raised its benchmark rate by 50 basis points to a 4.25% to 4.5% Policymakers projected rates would end next year at 5.1%, according to their median forecast, before being cut to 4.1% target range. in 2024 -- a higher level than previously indicated.

Benchmarking 52

Benchmarking Forecasting Marketing 52

CFO News

DECEMBER 14, 2023

The Federal Reserve held interest rates steady for a third meeting and gave its clearest signal yet that its aggressive hiking campaign is finished by forecasting a series of cuts next year. Officials unanimously decided to leave the target range for the benchmark federal funds rate at 5.25% to 5.5%, the highest since 2001.

Benchmarking 52

Benchmarking Forecasting 52

The Finance Weekly

JULY 14, 2024

Long range planning extends beyond conventional budgeting, planning, and forecasting processes which usually span a year, and concentrates mainly on financial goals and key initiatives that are 5-10 years or more into the future. That’s exactly how Long-range Planning (LRP) works – not only for individuals but for businesses as well.

Planning 105

Planning Leadership Budgeting Financial Analyst 105

PYMNTS

APRIL 14, 2020

However, those data attributes are critical when it comes to automatically reconciling incoming and outgoing payments, and for supporting cash flow forecasting. Throw in today’s world where many people and departments work remotely, and simply having access to quality data when you need it can be a challenge.

Cash Flow Forecasting 92

Cash Flow Forecasting Treasury Foreign Exchange Benchmarking 92

PYMNTS

SEPTEMBER 16, 2016

Economists had forecasted that the CPI would move up by 0.1 The Fed’s benchmark overnight interest rate increased for the first time in nearly a decade at the end of 2015, but it has not changed this year due to persistently low inflation. The CPI increased 1.1 percent in the 12 months through August, after advancing 0.8

Benchmarking 65

Benchmarking Restructuring Forecasting Treasury 65

CFO Leadership

OCTOBER 10, 2023

And research from Goldman Sachs forecasts that productivity improvements related to generative AI could deliver a 7% boost in global gross domestic product, while increasing productivity growth by 1.5% McKinsey asserts that generative AI will “unleash the next wave of productivity” for businesses and their teams.

Financial Planning and Analysis (FP&A) 115

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

Future CFO

AUGUST 25, 2019

The Reserve Bank of India (RBI) had its fourth rate cut this yearn early August, dropping its benchmark rate by 35 basis points to 5.4%. The RBI also revised its 2019 growth forecast downward to 6.9% In early August, the Philippines cut its benchmark interest rate by a quarter-percentage point to 4.25%. this year, versus 2.5%

Benchmarking 40

Benchmarking Forecasting Economics Banking 40

PYMNTS

DECEMBER 30, 2019

The consensus forecast at the NAR Real Estate Forecast Summit said gross domestic product (GDP) would rise 2.0 Mortgage rates have dropped dramatically, in step with the Federal Reserve’s drop in the benchmark short-term interest rate. . percent with 3.7 percent unemployment and a 3.8 percent average mortgage rate in 2020.

Sales 54

Sales Marketing Benchmarking Construction 54

Centage

JANUARY 4, 2022

It offers a critical benchmark for comparison enabling stakeholders to see progress or areas of weakness within a given timeframe. For SMBs, evaluating KPIs and performing KPI analytics are where the meaningful details can emerge. KPIs enable you to track the most important metrics for your organization.

Financial Reporting 94

Financial Reporting Budgeting Accounts Payable Benchmarking 94

Spreadym

NOVEMBER 23, 2023

Comparative Analysis: Comparing OPEX with industry benchmarks or competitors allows businesses to benchmark their performance. Forecasting and Planning: Understanding historical OPEX trends aids in forecasting future expenses.

Financial Analysis 59

Financial Analysis Benchmarking Restructuring Cost Management 59