The Finance Weekly

NOVEMBER 4, 2024

Financial models might sound intimidating, but let’s break them down in a way that makes sense. Understanding how to calculate CapEx is essential for anyone looking to build reliable financial models, whether you're a seasoned CFO or just starting out in finance. What Is CapEx?

Budgeting 52

Budgeting Financial Modeling Manufacturing Prioritization 52

E78 Partners

SEPTEMBER 9, 2024

Under these pressures, one aspect often underestimated is the power of strategic budget planning. It’s not just about managing numbers—it’s about aligning financial strategies with business goals to unlock value at every stage of the investment cycle. This is where scenario and sensitivity analyses come into play.

Budgeting 59

Budgeting Planning Financial Modeling Forecasting 59

Centage

OCTOBER 3, 2022

This accessible program can accomplish various tasks, such as financial forecasting and budgeting. Excel is an easy-to-use platform for inputting numbers and getting results with simple formulas. If your business has used Excel for financial forecasting, you may have found some challenges with the program.

Forecasting 98

Forecasting Budgeting Data Analysis Financial Modeling 98

E78 Partners

SEPTEMBER 9, 2024

Download our free budget planning checklist For private equity firms, success isn’t just about acquiring companies; it’s about transforming them. Under these pressures, one aspect often underestimated is the power of strategic budget planning.

Budgeting 52

Budgeting Planning Financial Modeling Forecasting 52

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. Storytelling to be able to explain what is covered behind the numbers. Budget is a “must-have” tool for running a business.

Financial Planning and Analysis (FP&A) 130

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

Fpanda Club

SEPTEMBER 2, 2021

The list of typical FP&A activities usually includes planning, budgeting, forecasting, analysis, management reporting and performance management. Budgeting is a type of short-term planning whose goal is to transform strategic objectives into an operational plan by allocating available resources.

Financial Planning and Analysis (FP&A) 130

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

Centage

OCTOBER 23, 2023

The traditional budgeting and forecasting planning processes can be long and painful. Any number of issues can arise that render forecasts or the line items on an annual budget quickly outdated. It’s because of these challenges that many organizations have moved to driver-based budgeting and planning.

Budgeting 52

Budgeting Planning Forecasting Financial Modeling 52

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) 52

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

Centage

AUGUST 24, 2022

For example, Price Family Vineyards & Estates was managing budgets across four entities with Excel. Each of the wineries had its own LLC and individual budget. As the businesses grew, it became more challenging to consolidate financial statements and manually prepare budgets promptly.

Financial Planning and Analysis (FP&A) 98

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

Planful

FEBRUARY 11, 2016

Excel is cheap, widely available, and contains innumerable calculations that make it useful for budgeting and planning. Yet, while Excel is certainly easier than performing calculations manually, it provides a number of limitations that make it inefficient, inaccurate, and altogether challenging to use for critical corporate processes.

Budgeting 40

Budgeting Planning Financial Modeling Forecasting 40

Future CFO

JUNE 24, 2024

Not every finance professional can be sharp enough to detect key highlights and provide analysis for the financial statements. The basic concepts I always hold on to when it comes to financial statement analysis are as follows: The financial statements should tell the story of the period. Yes and No.

Auditing 111

Auditing Financial Analysis Forecasting Reconciliations 111

The Finance Weekly

OCTOBER 13, 2022

Datarails came in at number 45 out of 100 in this category. Vena came in at number 75 out of 100 in this category. Datarails came in at number 7 out of 100 companies. Vena came in at number 63 out of 100 companies. 2) Best Compensation. Summary of the 3 FP&A solutions Datarails. See open positions.

Financial Planning and Analysis (FP&A) 98

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

CFO News Room

FEBRUARY 5, 2022

The internal rate of return (IRR) is a core component of capital budgeting and corporate finance. number of individual cash flows. number of individual cash flows. The second method is preferable because financial modeling works best when it is transparent, detailed, and easy to audit. a single period .

Net Present Value (NPV) 130

Net Present Value (NPV) Investments Numbers Corporate Finance 130

The Finance Weekly

JULY 19, 2022

FP&A stands for "financial planning and analysis," and is the backbone of the modern finance department. It’s the budgeting, financial forecasting, financial analysis, and decision-making that support an organization's health and strategy. Improving the company's budget and resource allocation. Conclusion.

Financial Planning and Analysis (FP&A) 96

Financial Planning and Analysis (FP&A) Forecasting Budgeting Planning 96

CFO News Room

JANUARY 11, 2023

These individuals are essential to major banks worldwide, devising strategies to maximize assets while ensuring sound financial decisions are being made. Because of this crucial role, financial managers command top dollar in big banks. Financial Analyst. Budget Analyst. Portfolio Manager. Average Salary: $91,580 per year.

Banking 130

Banking Financial Analyst Budgeting Investments 130

Centage

OCTOBER 3, 2022

This accessible program can accomplish various tasks, such as financial forecasting and budgeting. Excel is an easy-to-use platform for inputting numbers and getting results with simple formulas. If your business has used Excel for financial forecasting, you may have found some challenges with the program. Risk of Errors.

Forecasting 52

Forecasting Budgeting Data Analysis Financial Modeling 52

The Finance Weekly

AUGUST 30, 2022

With FP&A software, companies can automate their data collections and create valuable dashboards and insights that will help them understand trends and make more accurate budgets, forecasts, and business decisions. 3 Jedox Jedox comes in at number 3 but has many great qualities that help it rank as a great overall solution.

Financial Planning and Analysis (FP&A) 95

Financial Planning and Analysis (FP&A) Analyzing Data Budgeting Startups 95

CFO News Room

NOVEMBER 16, 2022

In the second post, I pointed to inconsistencies in how accountants classify operating, capital and financing expenses , and the consequences for reported accounting numbers. In the first session of my valuation class, I pose a question, “What comes more naturally to you, telling a story or working with numbers?”

Marketing 130

Marketing Valuation Advertising Numbers 130

The CFO College

AUGUST 31, 2021

Help your startup clients stay cash flow positive with good budgeting and planning services. If they have to rely on capital raising, it’s hard for companies to attract private or institutional investors in competitive markets without a great accountant and strong financial model.

Startups 81

Startups Accounting General Ledger Forecasting 81

Musings on Markets

NOVEMBER 15, 2022

In the second post, I pointed to inconsistencies in how accountants classify operating, capital and financing expenses , and the consequences for reported accounting numbers. That is because the answer will vary across people, with some exhibiting a more natural tendency towards story-telling and others towards working with numbers.

Valuation 99

Valuation Advertising Numbers Investments 99

Spreadym

MAY 15, 2023

FP&A (Financial Planning and Analysis) software is typically designed to meet the specific needs of finance professionals, CFOs, financial analysts, and other stakeholders involved in financial planning and analysis. Also, this process includes such activity as budgeting, forecasting and scenario modelling.

Financial Planning and Analysis (FP&A) 52

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

Jedox Finance

JULY 18, 2019

An FP&A professional does not just look at the numbers but rather tries to dig deeper to understand the story that the numbers are forming. This mindset of obtaining various points of view, being able to formulate and understand the big picture and weave a story with numbers around it is what sets an FP&A professional apart.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Net Present Value (NPV) Budgeting Leadership 59

CFO Talks

NOVEMBER 11, 2024

This interest solidified during her BCom studies, where she found satisfaction in analyzing financial statements and market trends. Guided by influential mentors, Thobile recognized that finance goes beyond numbers—it impacts decision-making that drives business and individual success. What sparked your interest in finance?

CFO 52

CFO Leadership Problem Solving Communication 52

CFO Simplified

DECEMBER 12, 2021

The CFO’s time is primarily spent with analytics, diving into the “whys” of the numbers, the direction of the company’s performance, the factors that bring improvement, and what that improvement could look like. Everything that happens in a company flows down to the financials. You change operations, you affect the financials. .

Accounting 52

Accounting Finance Cash Flow Forecasting Quantitative Analysis 52

CFO Thought Leader

MAY 20, 2024

With global uncertainties looming, he built a resilient financial model that ensured the company’s survival. It does not require the months of consulting and massive budgets that can make other such adoptions a nightmare. Rational arguments, numbers, and analyses are usually necessary but not enough.”

CFO 52

CFO Leadership Restructuring Finance 52

BlueLight

MAY 1, 2020

Financial planning & analysis is a corporation function that uses financial information to make forward-looking recommendations, evolving from a number cruncher to a strategic partner. Having visibility to the financial health and activities of the company, FP&A can reduce risk exposure and identify growth opportunities.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Strategic Planning Startups 52

The Finance Weekly

APRIL 13, 2024

This includes tracking past financial activities, ensuring compliance and reporting, as well as forecasting future financial scenarios for better budgeting. These tools offer capabilities ranging from spending tracking and improved budgeting to making informed investment choices.

Financial Planning and Analysis (FP&A) 52

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

Adam Kae

SEPTEMBER 24, 2020

It's another story to actually understand what the numbers mean! A CFO can take those numbers and provide solutions to issues and forecast better financial scenarios. We build custom financial models to find the best strategies for your current situation. Budget Management. Risk Assessment. Forecasting.

Healthcare 52

Healthcare CFO Profit and Loss Forecasting 52

Onplan

NOVEMBER 30, 2022

Finance professionals and teams today have numerous solutions available to help them plan, budget, forecast, and analyze financial information. OnPlan is a financial modeling and forecasting tool built by financial planners and analysts. Budgeting and rolling forecasts, as well as what-if scenario planning.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

AUGUST 24, 2020

First, the FP&A function has traditionally been held by an individual sitting behind a desk, crunching numbers. That way, when it is time to crunch numbers, the FP&A practitioner has an even better understanding of what they truly mean. At AFP, we help finance to see beyond the numbers. Soriano concluded.

Financial Planning and Analysis (FP&A) 40

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

The Finance Weekly

AUGUST 30, 2022

With FP&A software, companies can automate their data collections and create valuable dashboards and insights that will help them understand trends and make more accurate budgets, forecasts, and business decisions. 3 Jedox Jedox comes in at number 3 but has many great qualities that help it rank as a great overall solution.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Startups Analyzing Data Budgeting 52

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

Planful

MARCH 16, 2016

The cloud also makes it easy to integrate operational and financial data, which increases accuracy and ensures forecasts are aligned with company goals. Advanced Modeling. Each department requires varying levels of detail in their financial models, and the dimensions will differ between departments.

Forecasting 40

Forecasting Financial Data Financial Modeling Budgeting 40

BlueLight

AUGUST 21, 2020

While at PWC I started writing business plans and creating financial models for startups. For the first few years, I was building financial models for founders that were fundraising. Our service covers anything in the back office related to numbers. Building and maintaining a pro forma model?—?that

Planning 52

Planning Startups Marketing CFO 52

Planful

AUGUST 30, 2016

Here, I was expecting Finance Transformation to be the top response, but was pleased to see Financial Modeling coming in as the top initiative at 49% of responses. This was followed closely by Forecasting with Predictive Analytics (26%), then Financial Transformation (41%). 28% – Use of Big Data or Non-Financial Data.

Finance 40

Finance Budgeting Forecasting Planning 40

Future CFO

AUGUST 3, 2021

The pandemic gave new meaning to financial agility. It became vital as companies pivoted, recalibrated their financial models, and looked to withstand market shocks. For financial leaders, this shift in meaning created challenges. As a result, every company sought financial clarity.

Finance 52

Finance Forecasting Financial Modeling Accounts Payable 52

PYMNTS

JULY 14, 2017

Somewhere, those unconverted free trials are getting rolled into an astronomical acquisition budget that those companies are paying to win over new customers. If I brought that number home on a report card, I’d be grounded!” You get that right, and it’s a wonderful compounding financial model.”. Webster said.

Financial Modeling 49

Financial Modeling Sales Budgeting Startups 49