Spreadym

OCTOBER 31, 2023

Capital expenditures are treated differently in financial accounting than operating expenses (OpEx). Capital budgeting is the process of evaluating and prioritizing potential capital expenditure projects to determine which investments will provide the most significant return on investment.

Financial Planning and Analysis (FP&A) 59

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

Centage

SEPTEMBER 5, 2023

With more shoppers prioritizing necessities, businesses increasingly have to make adjustments to stay in the black. With that said, it’s important to gain a greater understanding of your profitability which requires more analysis than a financial statement and a balance sheet. Then divide that by your revenue.

Financial Planning and Analysis (FP&A) 98

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

Centage

JUNE 14, 2022

The Ideal: In today’s dynamic business environment, executives want “living” budgets that are updated with real-time data and actuals as they occur. They also need to plan for a number of scenarios, and to assess the impact of each on the financial statements. Static reports can’t meet this need.

Financial Planning and Analysis (FP&A) 59

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

Centage

APRIL 12, 2022

In creating our financial planning and analysis (FP&A) solution, we gain valuable insight from a wide range of industry experts, including mid-market CFOs and finance leaders. Top Priorities FP&A priorities for 2022 varied among finance leaders.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

AUGUST 27, 2023

Planful and Datarails are two of the leading FP&A solutions in 2023. Planful is an FP&A solution that was built for large companies and enterprises. Planful has a great AI feature called Planful Predict and it is a big selling point in 2023.

Financial Planning and Analysis (FP&A) 52

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

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. It almost always fails because it’s too late.” Enter – The BP&B Health Check. What is BP&B?

Financial Planning and Analysis (FP&A) 52

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

Centage

SEPTEMBER 5, 2023

With more shoppers prioritizing necessities, businesses increasingly have to make adjustments to stay in the black. With that said, it’s important to gain a greater understanding of your profitability which requires more analysis than a financial statement and a balance sheet. Then divide that by your revenue.

Financial Planning and Analysis (FP&A) 52

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

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). Effective FP&A allows organizations to anticipate market trends, optimize resource allocation, and align their strategies with dynamic market conditions.

Financial Planning and Analysis (FP&A) 52

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

Centage

APRIL 4, 2023

In fact, a 2022 TransUnion Consumer Pulse Study revealed that 48 percent of consumers were concerned about their ability to fulfill financial requirements. With more shoppers prioritizing necessities, businesses increasingly have to make adjustments to stay in the black. Three Ways to Increase Profit Margins: 1.

Financial Planning and Analysis (FP&A) 98

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

The Finance Weekly

APRIL 24, 2022

Long cycles- Each budget or forecast entails many steps that are extremely time-consuming. Cleaning Tip #3 Prioritize your tasks by tracking KPIs. Integrating cash flow forecasts with real-time data and up-to-date budgets is a powerful tool that makes forecasting cash flow easier, more efficient, and shifts the focus to cash analytics.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

JUNE 5, 2024

FP&A, or Financial Planning & Analysis, is where finance and corporate management meet, helping make all the important present and future decisions in the company. This post dives into the reviews of Anaplan, a popular FP&A software. Let's get started. billion, and offered $66.00

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Forecasting Auditing Microsoft Office 52

Planful

APRIL 29, 2021

By staying on top of current FP&A trends. In 2021, that means examining how agility, cloud technology, and microplanning are redefining FP&A. Agile financial planning can help during times like these. Many finance leaders understand the importance of agile planning. JPMorgan Chase lost $3.1

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) CFO Finance Analyzing Data 40

Planful

JULY 9, 2020

Planning and decision-making expert Howard Dresner, Chief Research Officer at Dresner Advisory Services recently released its “ 2020 Wisdom of Crowds Enterprise Performance Management Market Study ” report. You can also tune into my recent episode of our Being Planful podcast where I dive deeper with Howard himself.

Financial Planning and Analysis (FP&A) 40

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

The Finance Weekly

NOVEMBER 20, 2022

As CFOs they are prioritizing tech spend but are seeing multiplying service providers vying for their attention. FP&A Community Earlier this year, Datarails, a financial planning and analysis platform for Excel users, launched their own Slack community for anyone in financial planning and analysis (FP&A).

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

DECEMBER 5, 2023

As 2024 approaches, CFOs need to assess their 2023 achievements and plan for the coming year. Exploring the Key Priorities for CFOs in 2024 Global political instability, encompassing war, superpower tensions, and internal turmoil, adds complexity to planning for 2024. Despite the persistent list of priorities, it changes over time.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Prioritization Leadership 52

The Finance Weekly

MARCH 5, 2024

As anticipated, smaller companies with up to 150 employees tend to prioritize productivity. In contrast, larger companies, those with 150 to 500 employees, are shifting towards best-of-breed solutions in areas such as FP&A, payments, and payroll. This question was tricky, and we were eager to see the results.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Leverage Cash Management 52

Centage

APRIL 11, 2023

A plan of action for both business leaders and product managers, the roadmap details the vision and goals of a product over time. In some cases, a customer’s analysis will just be relevant to their particular concerns rather than those of the majority. The Value of Customer Feedback Customer feedback is important in any industry.

Financial Planning and Analysis (FP&A) 52

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

Onplan

JANUARY 12, 2022

To date, you’ve built a 30-person team colocated with you in California, prioritizing speed over cost efficiency, but now it’s time to consider whether to keep that approach, or start to build out a back office in a lower cost geography. We used our free headcount planning template to run the numbers. Salary differences.

Financial Planning and Analysis (FP&A) 89

Financial Planning and Analysis (FP&A) Planning Forecasting Prioritization 89

E78 Partners

APRIL 13, 2023

Key Takeaways Private capital markets faced headwinds in 2022, but a boom is predicted due to more companies staying private longer, institutional investors increasing allocations to private equity, and a demographic shift as entrepreneurial Baby Boomers consider succession plans for their businesses. Are you prepared for this secular trend?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leadership Forecasting CFO 52

Onplan

JANUARY 12, 2022

To date, you’ve built a 30-person team colocated with you in California, prioritizing speed over cost efficiency, but now it’s time to consider whether to keep that approach, or start to build out a back office in a lower cost geography. We used our free headcount planning template to run the numbers. Salary differences.

Financial Planning and Analysis (FP&A) 52

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

Planful

JANUARY 11, 2022

When the COVID-19 pandemic hit two years later, it forced businesses to prioritize digital to stay afloat. Now is the time for CFOs at organizations of all sizes to lean on AI to plan, budget, and forecast with greater accuracy, speed, and confidence. Essential Terms. But what happens to humans when the bots take over?

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Reconciliations 40

The Finance Weekly

OCTOBER 13, 2022

Three FP&A solution companies scored big in this year’s company awards given out by job hunting website Comparably. Datarails, Vena, and Workday, leaders in the large and competitive field of FP&A software, all won multiple awards in the employee salary, benefits, and leadership categories. Vena ranked #54. Workday ranked #57.

Financial Planning and Analysis (FP&A) 98

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