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

Spreadym

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. Financial Analysis: Financial analysis is a continuous stage that runs throughout the FP&A process.

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Budget vs Actuals: The Key to Measuring Business Performance  

Centage

Continuous Improvement Budget vs actuals analysis is a continuous process. Learning from past variances and adjusting your budgets and strategies accordingly gives you the insight to consistently improve your company’s financial performance.

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From Controller to CFO: What Changes?

CFO Talks

Financial Analysis: The CFO decides what financial analysis to do to improve the business and shares these insights with other department heads. The duo contributes to financial analysis, with the CFO often spearheading this task. The Controller might help by pulling together the necessary data.

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Key Performance Indicators (KPIs) Explained

CFO Share

The Role of Bookkeeping in KPIs Bookkeeping is the foundational layer upon which the edifice of financial analysis, including KPIs, is built. Misclassifications or omissions in bookkeeping can lead to misguided assessments of financial health.

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The Intangible Valuation Renaissance: Five Methods

CFA Institute

Intangible assets are increasingly critical to corporate value, and new valuation methods need to be deployed to accurately calculate their worth.

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Private Real Estate Fund Categories: A Risk/Return Assessment

CFA Institute

Based on the risk-adjusted performance of all three categories of private real estate funds, investors are paying billions in economically unwarranted fees.

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Analyzing Mr. Market’s Sense of Priority

CFA Institute

How do we decipher what Mr. Market's priorities are?