CFO Talks

NOVEMBER 29, 2024

From the financial side, I am heavily involved in the scoping of the AFE, ensuring all financial models, scenario planning, and required returns are accurately detailed. Our CSR efforts are guided by defined policies and a dedicated budget. Balancing these demands requires careful planning and prioritization.

Finance 98

Finance Profit and Loss CFO Leadership 98

Centage

OCTOBER 17, 2022

As you start your financial planning for 2023 and beyond, follow these steps to solidify your three-year strategic plan and boost the odds of achieving your business’ goals. If you want to forecast your financial future, start by looking back at past performance. Financial planning comes with numerous challenges.

Strategic Planning 98

Strategic Planning Planning Cash Flow Forecasting Forecasting 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. This is where scenario and sensitivity analyses come into play.

Budgeting 52

Budgeting Planning Financial Modeling Forecasting 52

Spreadym

JULY 14, 2023

Financial models are mathematical representations or frameworks used to analyze the financial performance and make predictions about the future financial outcomes of a business, project, or investment. Financial models can take different forms depending on their purpose and complexity.

Financial Modeling 52

Financial Modeling Mergers and Acquisitions (M&A) Valuation Budgeting 52

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 Any number of issues can arise that render forecasts or the line items on an annual budget quickly outdated.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

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

Creative CFP

NOVEMBER 4, 2021

But leading up to this moment there have been months, if not years, of preparation and planning for every eventuality. Countless inputs are considered and risks mitigated by modelling various potential scenarios. Like launching a rocket into space, a business needs a thought-out and refined plan to have any hope of lifting off.

Financial Modeling 52

Financial Modeling Manufacturing Forecasting CFO 52

Creative CFP

NOVEMBER 4, 2021

But leading up to this moment there have been months, if not years, of preparation and planning for every eventuality. Countless inputs are considered and risks mitigated by modelling various potential scenarios. Like launching a rocket into space, a business needs a thought-out and refined plan to have any hope of lifting off.

Financial Modeling 52

Financial Modeling Manufacturing Forecasting Valuation 52

Fpanda Club

SEPTEMBER 2, 2021

This relates to FP&A which stands for financial planning and analysis. Typical FP&A activities and responsibilities Financial planning and analysis is one of the pillars of the modern finance function. Planning relates to determining the company’s short-term (1-year) and long-term (3-5 years) objectives.

Financial Planning and Analysis (FP&A) 130

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

CFO Simplified

DECEMBER 10, 2021

As the end of the fiscal year comes into focus, it’s time to put together plans for the upcoming year. If you’ve put together annual strategic, operational, and financial plans previously, terrific. Most successful companies have an annual planning process to put together specific plans and goals for the upcoming year.

Strategic Planning 52

Strategic Planning Budgeting Planning Financial Modeling 52

Fpanda Club

APRIL 11, 2021

This article explores the most common myths surrounding the financial planning and analysis function, its key activities and outputs which many FP&A stakeholders believe in. For FP&A professionals it is critical to be aware of these misconceptions to address them as soon as possible. HOW TO DEAL WITH.

Financial Planning and Analysis (FP&A) 130

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

Centage

OCTOBER 3, 2022

This accessible program can accomplish various tasks, such as financial forecasting and budgeting. If your business has used Excel for financial forecasting, you may have found some challenges with the program. For example, you may use spreadsheets to plan your fiscal year or maintain your client sales list.

Forecasting 98

Forecasting Budgeting Data Analysis Financial Modeling 98

Collectiv

MARCH 5, 2025

Welcome to a brand new episode of Modernized Planning, where were turning traditional planning strategies on their head, in favor of a more modern, efficient, and connected approach. deFacto Planning helps businesses unify financial and operational planning into a single, high-performance platform.

Planning 52

Planning Forecasting Budgeting Financial Modeling 52

The Finance Weekly

OCTOBER 8, 2023

To handle these challenges well, it's crucial to plan carefully and use efficient tools for managing finances. Budgeting software can greatly help by , automating financial tasks , making processes more efficient, and leading the business toward long-term success. 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

If you face these challenges with Excel, a financial planning tool can be the better tool for your company. At Centage Corporation, we offer Planning Maestro® , a corporate financial planning solution. 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

Planful

FEBRUARY 11, 2016

Excel is cheap, widely available, and contains innumerable calculations that make it useful for budgeting and planning. As most people have encountered, when you stare at a set of numbers for long enough, they eventually become jumbled, and tackling financial modeling on a spreadsheet makes it difficult to envision the end result.

Budgeting 40

Budgeting Planning Financial Modeling Forecasting 40

Future CFO

SEPTEMBER 9, 2022

CFOs are telling their FP&A leaders that they need to improve flexibility of budgeting and forecasting, enable faster capital reallocation, and updated financial models to reflect rapidly changing business realities,” Pritika Bhattacharjee, vice president, research in the Gartner Finance practice, pointed out.

Financial Planning and Analysis (FP&A) 97

Financial Planning and Analysis (FP&A) Technology Forecasting Budgeting 97

Spreadym

MAY 26, 2023

Budgeting software is an application designed to assist businesses in creating, managing, and tracking their budgets. It helps automate and streamline the budgeting process by providing tools and features to input financial data, allocate funds to different categories, monitor expenses, and generate reports.

Budgeting 52

Budgeting Forecasting Financial Modeling SAP 52

Spreadym

JUNE 27, 2023

What is Financial Planning and Analysis or FP&A? FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. What is Financial Planning and Analysis? Why Financial Planning and Analysis (FP&A) is important?

Financial Planning and Analysis (FP&A) 52

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

Spreadym

NOVEMBER 16, 2023

The best Financial Planning and Analysis (FP&A) software typically offers a range of features designed to help organizations effectively manage their financial performance. Users can input data, make adjustments, and project future financial scenarios.

Financial Planning and Analysis (FP&A) 59

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

Future CFO

JUNE 24, 2024

It took me years to be skilled in financial planning and analysis. Not every finance professional can be sharp enough to detect key highlights and provide analysis for the financial statements. The budget and forecast should reflect the Company’s plans, visions, expectations and educated guesses on the market trends.

Auditing 111

Auditing Financial Analysis Forecasting Reconciliations 111

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.

Financial Planning and Analysis (FP&A) 96

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

Centage

OCTOBER 17, 2022

As you start your financial planning for 2023 and beyond, follow these steps to solidify your three-year strategic plan and boost the odds of achieving your business’ goals. If you want to forecast your financial future, start by looking back at past performance. Financial planning comes with numerous challenges.

Strategic Planning 52

Strategic Planning Planning Cash Flow Forecasting Forecasting 52

CFO Talks

OCTOBER 10, 2024

One side is all about the numbers—profits, cash flow, and budgets. The other side is the big-picture plan—the “Where are we going?” Build Financial Models That Reflect Strategy Your budget and financial reports should reflect strategic goals. So should your financial management.

Numbers 98

Numbers Finance CFO Leadership 98

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

Boston Startup CFO

APRIL 12, 2024

13-week Cash Flow Forecasting We offer a comprehensive and forward-looking approach to cash planning. Financial Modeling & Analysis We can provide you with a comprehensive understanding of your business's financial performance and future prospects.

Planning 40

Planning Cash Flow Forecasting Financial Modeling Forecasting 40

CFO News Room

JANUARY 11, 2023

The banking industry includes banks, investment banks, commercial banking, personal banking, hedge funds, financial planning, and private equity firms. These individuals are essential to major banks worldwide, devising strategies to maximize assets while ensuring sound financial decisions are being made. Budget Analyst.

Banking 130

Banking Financial Analyst Budgeting Investments 130

The Finance Weekly

JANUARY 19, 2023

An operational CFO optimizes performance by combining data from various departments with financial data. A strategic CFO focuses on creating long-term plans to achieve the company's goals. It involves analyzing financial statements and data from different business units.

Leadership 98

Leadership CFO Benchmarking Finance 98

E78 Partners

JULY 19, 2023

As we approach the planning cycle for 2024, organizations are recognizing the immense value of harnessing the power of forecasting, planning, and analytics (FP&A). This entails developing a well-crafted plan and budget for 2024, which serves as a critical foundation for success.

Financial Planning and Analysis (FP&A) 52

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

Cube Software

APRIL 29, 2024

When it comes to the real estate sector, financial planning and analysis (FP&A) plays a crucial role in guiding strategic decisions. At its core, FP&A focuses on forecasting financial outcomes, budgeting, and providing actionable insights to support investment decisions.

Financial Planning and Analysis (FP&A) 52

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

Cube Software

JANUARY 25, 2023

OnPlan is a budgeting, planning, and forecasting software solution that helps businesses create financial models and manage the financial planning and analysis ( FP&A ) process.

Financial Planning and Analysis (FP&A) 52

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

CFO Thought Leader

SEPTEMBER 28, 2024

In this episode of Planning Episodes hosted by Jack Sweeney and Brett Knowles, three CFOs—Don McGuire of ADP, Scott Blackley of Oscar Health, and Patrick Fleury of TeraWulf—share their insights on financial planning and analysis (FP&A), with a focus on navigating complex business environments.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Healthcare Financial Modeling CFO 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. They transitioned to financial planning software, and that’s how Prophix’s FP&A platform was started.

Financial Planning and Analysis (FP&A) 95

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

E78 Partners

SEPTEMBER 14, 2023

Today, companies must adapt, evolve, and plan meticulously to stay competitive and profitable. To guarantee they remain on the right course, having a solid plan and budget in place is paramount for ensuring success. Timely Planning | The BP&B Calendar : Ensure that the budgeting process is both time-efficient and effective.

Financial Planning and Analysis (FP&A) 52

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

Jedox Finance

SEPTEMBER 10, 2020

The crisis also highlighted the limitations with using legacy planning approaches. It provides CFOs the line of sight to maximize top-line and limit discretionary spending, which is something an annual budget cannot achieve. Planning multiple business routes. Reinventing for dynamic forecasting. Pilots are not alone when flying.

CFO 69

CFO Forecasting Budgeting Financial Modeling 69

Centage

OCTOBER 3, 2022

This accessible program can accomplish various tasks, such as financial forecasting and budgeting. If your business has used Excel for financial forecasting, you may have found some challenges with the program. Why Businesses Use Spreadsheets for Financial Forecasting. Risk of Errors.

Forecasting 52

Forecasting Budgeting Data Analysis Financial Modeling 52

Jedox Finance

AUGUST 13, 2019

Transforming your FP&A plan will not be an easy task, but it must be addressed as it is a top priority for the CFO to better support delivering on the expectations from the CEO. These are also the attributes that’ll drive our transformation plan. What does the transformation plan look like? Increase efficiency everywhere.

Financial Planning and Analysis (FP&A) 52

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