This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
Many FP&A professionals have faced the misunderstanding of the role of the FP&A function and its core activities in the company. Unfortunately, the existence and support of some of the misperceptions create a negative image of FP&A practitioners in the eyes of their colleagues and make the profession less attractive from the standpoint of graduates and young specialists.
Decision making is sometimes considered an art created and presented by managers. Good decision making should involve more than just a good artistic sense and strong intuition. It also needs to be based on insights from data. Effective decision-making must be based on data analysis, decisions (planning) and the execution and evaluation of the decisions and its impact (forecasting).
Document-heavy workflows slow down productivity, bury institutional knowledge, and drain resources. But with the right AI implementation, these inefficiencies become opportunities for transformation. So how do you identify where to start and how to succeed? Learn how to develop a clear, practical roadmap for leveraging AI to streamline processes, automate knowledge work, and unlock real operational gains.
Finance professors often teach that markets are working toward efficiency—that they’re linear. The reality? They’re bumpy roller coasters full of ups and downs. “Things are usually changing fast enough and people are imperfect enough that markets don’t always have it just right,” says Kevin Landis, CEO and CIO of Firsthand Capital Management and veteran technology […].
India’s economy may shrink in Q2 as the number of Covid-19 cases is on the rise. The country reported another 323,144 cases on Tuesday, and five straight days or record new daily cases, bringing the country’s cumulative infections to more than 17.6 million. Sonal Varma, India chief economist at Nomura , predicted that the country’s GDP would shrink about 1.5% in Q2.
India’s economy may shrink in Q2 as the number of Covid-19 cases is on the rise. The country reported another 323,144 cases on Tuesday, and five straight days or record new daily cases, bringing the country’s cumulative infections to more than 17.6 million. Sonal Varma, India chief economist at Nomura , predicted that the country’s GDP would shrink about 1.5% in Q2.
Being your own boss, working your own hours, hand-picking your clients and your rates, taking actual vacations and spending more time with your family… this is the dream, right? For many bookkeepers and accountants, working remotely is a reality that has breathed energy back into the passion they feel for their work and their life. It takes hard work and dedication to sustain your own remote bookkeeping practice, but countless remote or virtual bookkeepers and accountants agree that the r
What happens when your business plans don’t turn out as thought? To avoid this situation forecasting helps you to be aware of future developments and trends at an earlier time. In this guide we show you what rolling forecasts are, when they really make sense and how you can implement them successfully into your business.
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
If you’re in finance, your instinct likely tells you to always protect the money—and your gut’s not completely wrong. But business debt isn’t always a bad thing. It’s not uncommon for high-growth companies to use debt financing to achieve positive cash-flow status and fund business expansion. In 2019, global corporate debt held by non-financial corporations […].
The pandemic has put chief financial officers in the spotlight. No longer just finance stewards, they have taken on more proactive roles in steering the company forward. This has led to new calls for financial transparency, faster data sharing, and having the ability to create new models and explore multiple scenarios quickly. To address these new needs, CFOs are helping to accelerate digital transformation.
When considering an equipment acquisition for your business, you may have wondered, “Should I choose a lease or a loan?” Depending on your industry, the type of equipment you intend to acquire, and your business needs, a loan may be a better option over a lease. So, what’s the difference?
Anaplan was recognized as a Customers’ Choice in the Gartner 2021 Peer Insights Voice of the Customer for Cloud FP&A Solutions report, based on user reviews and Gartner evaluation.
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
Although Excel is a great tool which offers numerous features that provide a lot of functionality, it still has limitations that deny users the growth and capabilities now available to finance professionals. Learn how to enhance your planning in Excel.
Stacy Brown, Senior Manager at UHY Consulting, joined me on the Being Planful podcast to talk about empathy, FP&A, and technology. UHY is an implementation specialist focused on creating sustainable and transformational change for their clients. The company is also a Planful partner. In this episode, Stacy and I explore how her training in Finance […].
Spend management touches every step of the procure-to-pay (P2P) cycle. Poorly managed spend-related activities, characterised with manual processes, will inevitably lead to overspending, low visibility and other major challenges. Fortunately, a solution is available today to address these problems head on. This Esker eBook identifies the top three pain points associated with current spend management practices and explores how a holistic, AI-driven P2P automation solution can help alleviate these
Traditional budgeting and forecasting methods can no longer keep pace with today’s rapidly evolving business environment. Static budgets, rigid annual forecasts, and outdated financial models limit an organization’s ability to adapt to market shifts and economic uncertainty. To stay ahead, finance leaders must leverage a future-forward approach—one that leverages real-time data, predictive analytics, and continuous planning to drive smarter financial decisions.
By Tony Fremarek | A Fractional CFO, LLC A CFO is responsible for managing the financial operations of a business, this includes accounting, financial reporting, cash management, budgeting, maintaining controls, capital structure issues, and financing. Additionally, the CFO is involved in strategic planning and financial.
Digital transformation has opened the door to powerful new ways finance can assess and understand the business, surface insights and opportunities, enable more informed decisions, and contribute measurable business value. This entails systematic changes to the organization’s operating model. Transformational finance leaders are eager to start streamlining business processes and adding new capabilities to analyze […].
The process of ensuring that an organization's human resource requirements are identified, and plans are established to meet those requirements is known as human resources planning. Defining HR planning is one thing; having the process run smoothly and efficiently is quite another. For HR planning, there are two approaches to responsibility: one is central planning, where the HR department [.
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
The world really has changed, and now most CFOs are talking less about what’s changed and more about how to leverage that change. Data continues to be the logical key to success. But, finding ways to use your growing mountains of data continues to boil down to continued digital transformation, the harnessing of artificial intelligence, […]. The post Being Planful: Helpful FP&A Resources appeared first on Planful.
The pandemic separates the readiest innovators from the rest, said BCG recently when releasing its report titled Most Innovative Companies 2021: Overcoming the Innovation Readiness Gap. Pharma companies performed strongly this year, joining technology and software companies that have dominated the rankings in recent years, according to the report. The survey — on which the report is based — also identified strong regional variations in the innovation readiness of companies, with China and the US
Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
We organize all of the trending information in your field so you don't have to. Join 39,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content