Budgeting, Financial Modeling and Math - Corporate Finance Brief

Confessions of an FP&A-holic: 7 Lessons I Wish I Knew Earlier

Fpanda Club

MARCH 19, 2025

Yes, I said that, I am addicted to financial planning and analysis. I am excited when all the checks in my financial models are colored green, and I get thrilled out of digging into data and finding insights that lead to better business decisions. Hi everyone! My name is Anna, and I am an FP&A-holic.

Financial Planning and Analysis (FP&A)

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

How To Accelerate Client Growth As An Advice-Only Firm

CFO News Room

NOVEMBER 1, 2022

And not because it’s not necessarily profitable to give advice for clients at those price points, but that in order to do it and make the math work, you need a lot of clients. Michael: So, you gather the data, clients upload all their various stuff, you get some the budgeting stuff sorted out. Mindy: Yeah. Mindy: Yeah.

Planning

Planning Investments Accounting Numbers

Corporate Finance Brief

Confessions of an FP&A-holic: 7 Lessons I Wish I Knew Earlier

How To Accelerate Client Growth As An Advice-Only Firm

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