Financial Analysis, Financial Data and Sales

Numbers Never Lie but They Rarely Tell the Whole Story

CFO Talks

FEBRUARY 20, 2025

Numbers Never Lie but They Rarely Tell the Whole Story For too long, financial analysis has been seen as a back-office functionprocessing numbers, producing reports, and ensuring compliance. Financial reports are produced the same way they have always been. Yet, in many organisations, the status quo remains unchallenged.

Numbers

Numbers Financial Analysis Financial Analyst Financial Data

Advanced Bookkeeping Techniques for Growing Businesses

CFO Share

JUNE 18, 2024

Avoid Overloading Your Accounting Software Many bookkeepers think accounting software should be the ultimate source of truth for all data – bills, payroll, inventory, sales transactions, etc. This approach can lead to sync errors, confusion, and mistrust in your financial records. Operations – validates inventory records.

General Ledger

General Ledger CFO Accounts Payable Financial Data

2023 Financial Planning: The Importance of the Budget vs. Actual Statement During Times of Change

Centage

JANUARY 17, 2023

Minor changes in pricing, sales and so forth result in a few differences between what was planned for and the actual results. What’s important for the organization is the analysis of the variances, the budget variance explanations – why did they happen? More importantly, why did that sale not come in when expected?

Financial Planning and Analysis (FP&A)

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

Webinars

Book of Secrets on the Month-End Close

How To Break Digital Transformation Barriers And Accelerate AI Adoption

Forecasting Failures Are Costly: Heres How To Fix Them

The Human Side of Finance: The Intersectionality of People, Culture, Adaptability, and Resilience

What Your Financial Statements Are Telling You—And How to Listen!

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6 Power BI Report Examples That Will Make You Ditch Excel

Collectiv

OCTOBER 17, 2022

Some of the most popular use cases include sales reporting, financial analysis, web and social media traffic analytics, inventory management, and time-tracking, but really…the list goes on and on. Financial Analysis Report in Power BI. Financial analysis reports in Power BI go beyond simple number-crunching.

Financial Planning and Analysis (FP&A)

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

6 Power BI Dashboard Examples That Will Make You Ditch Excel

Collectiv

OCTOBER 17, 2022

Some of the most popular use cases include sales reporting, financial analysis, web and social media traffic analytics, inventory management, and time-tracking, but really…the list goes on and on. Financial Analysis Report in Power BI. Financial analysis reports in Power BI go beyond simple number-crunching.

Financial Planning and Analysis (FP&A)

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

What is Financial Planning and Analysis (FP&A)?

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. The primary objectives of FP&A.

Financial Planning and Analysis (FP&A)

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

Budget vs Actuals: The Key to Measuring Business Performance

Centage

SEPTEMBER 11, 2023

Gather the Data. Collect your company’s financial data, including the budgeted and the actual figures for the same timeframe. As you’re looking at your budget variance analysis, focus on the following types. How to Calculate Budget vs Actuals Variances Understanding how to calculate budget vs actuals variances is simple.

Financial Planning and Analysis (FP&A)

Financial Planning and Analysis (FP&A) Budgeting Forecasting Performance Measuring

All about the chart of accounts

Spreadym

JUNE 13, 2023

By using the chart of accounts, organizations can ensure that financial information is recorded in a logical and structured manner, facilitating efficient bookkeeping, financial analysis, and compliance with accounting standards and regulations. It provides a standardized structure for aggregating and summarizing financial data.

Accounting

Accounting Financial Analysis Compliance Financial Reporting

Checks, Data Sharing Limits Force B2B FinTechs To Find A Workaround

PYMNTS

FEBRUARY 27, 2018

Of course, at the heart of this advancement is increased access to detailed financial data, but it’s not easy for everyone. Small businesses (SMBs) in particular can have trouble not only gaining access to their financial data, but also making sense of it. where regulators aren’t forcing data sharing. In the U.S.,

Cash Flow Forecasting

Cash Flow Forecasting B2B Forecasting Financial Data

Risk Mitigation

Finvisage

DECEMBER 31, 2019

nuclear power unit Westinghouse and the sale of its prized memory chip unit. Financial frauds have become customary in daily business activities these days. Samsung Electronics’ unsecured financial data was shredded due to inadequate security measures. Sample of Risk Mitigation activities.

Reconciliations

Reconciliations Accounting Financial Analysis Construction

The Best Practices to Create Operating Budget

Spreadym

AUGUST 8, 2023

Operating budgets are crucial for maintaining financial stability, making informed decisions, and evaluating performance. Key components of an operating budget Revenue Projection: This section estimates the expected income from sales, services, and other sources. Develop realistic revenue projections based on this analysis.

Budgeting

Budgeting Prioritization Profit and Loss Construction

9 Signs Your Startup Needs a Fractional CFO - By JP Puchulu

Boston Startup CFO

FEBRUARY 1, 2023

Lack of financial expertise If you or your management team lack financial expertise or experience, a fractional CFO can bring the necessary knowledge and skills to your startup. Additionally, they can help you navigate financial challenges by developing strategies to overcome them.

CFO

CFO Startups Cash Flow Forecasting Budgeting

Musings on Markets: Data Update 1 for 2022: It is Moneyball Time!

CFO News Room

JANUARY 24, 2023

This post will be one of a series, where I will put different aspects of financial data under the microscope, to get a sense of how companies are adapting (or not) to a changing world. Whatever you do, and this is general advice, never use data from an external source (including mine), if you do not understand how the data is computed.

Marketing

Marketing Valuation Corporate Finance Currencies

Data Update 1 for 2022: It is Moneyball Time!

Musings on Markets

JANUARY 8, 2022

This post will be one of a series, where I will put different aspects of financial data under the microscope, to get a sense of how companies are adapting (or not) to a changing world. Whatever you do, and this is general advice, never use data from an external source (including mine), if you do not understand how the data is computed.

Valuation

Valuation Corporate Finance Currencies Finance

Corporate Finance Brief

Numbers Never Lie but They Rarely Tell the Whole Story

Advanced Bookkeeping Techniques for Growing Businesses

Webinars

Trending Sources

2023 Financial Planning: The Importance of the Budget vs. Actual Statement During Times of Change

Webinars

6 Power BI Report Examples That Will Make You Ditch Excel

6 Power BI Dashboard Examples That Will Make You Ditch Excel

What is Financial Planning and Analysis (FP&A)?

Budget vs Actuals: The Key to Measuring Business Performance

All about the chart of accounts

Checks, Data Sharing Limits Force B2B FinTechs To Find A Workaround

Risk Mitigation

The Best Practices to Create Operating Budget

9 Signs Your Startup Needs a Fractional CFO - By JP Puchulu

Musings on Markets: Data Update 1 for 2022: It is Moneyball Time!

Data Update 1 for 2022: It is Moneyball Time!

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