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 balance sheet and key financial ratios should tell the strengths and problems of the Company.

Auditing 111

Auditing Financial Analysis Forecasting Reconciliations 111

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. Balancing these demands requires careful planning and prioritization. This allowed us to identify areas that needed immediate attention.

Finance 98

Finance Profit and Loss CFO Leadership 98

The Finance Weekly

OCTOBER 30, 2024

Visualization Tools - Dashboards, graphs, and reports that simplify complex financial information make it easier for decision-makers to visualize their cash position and act quickly if needed. Datarails Datarails Cash Management is an all-in-one financial planning platform designed to make cash management easy for businesses of all sizes.

Cash Management 52

Cash Management Cash Flow Forecasting Reconciliations Forecasting 52

Musings on Markets

DECEMBER 11, 2024

The class is structured around the three financial statements that embody financial reporting - the income statement, balance sheet and statement of cash flows - and how the categorization (and miscategorization) of expenses into operating, financing and capital expenses plays out in these statements.

Valuation 130

Valuation Corporate Finance Finance Investments 130

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? The primary objectives of FP&A.

Financial Planning and Analysis (FP&A) 52

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

Spreadym

APRIL 23, 2023

Enterprise software solutions for planning and financial analysis and corporate consolidation typically require robust and scalable technologies to ensure optimal performance and reliability. Collaboration and Workflow Management: Business planning and budgeting involves cross-functional collaboration and communication.

Forecasting 52

Forecasting Technology Sales Planning 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, budgeting and forecasting are linked together forming financial planning processes.

Financial Planning and Analysis (FP&A) 130

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

The Finance Weekly

NOVEMBER 21, 2024

Let's go over a few of them: Scenario mode ling - ability to create multi-scenario financial analysis for better decision-making. Datarails and Planful were the first ones to roll out the AI function in FP&A. Overview of Vena Vena is a popular FP&A software solution and has quite a few functions and features.

Financial Planning and Analysis (FP&A) 52

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

Spreadym

MARCH 1, 2023

Uncertainty, no matter the reason causes it, complicates the planning and budgeting at a company. Usual financial and operational models don’t work. In this case, planning and budgeting activities are often limited to financial and operational models in Excel. Also, such Excel files attend tables with aggregated data.

Budgeting 52

Budgeting Planning Forecasting Financial Analysis 52

Future CFO

FEBRUARY 26, 2025

AI toy solutions, such as that of Agora, allow finance professionals to monitor real-time engagement metrics, subscription revenues, and user interaction patterns across global markets, shifting financial planning from traditional quarterly licensing reviews to dynamic, data-driven revenue optimization strategies.

Leverage 52

Leverage Finance Financial Analysis Entertainment 52

Boston Startup CFO

APRIL 12, 2024

Product Roadmap We can conduct a thorough financial analysis and feasibility study of each products’ development and launch.

Strategic Planning 40

Strategic Planning Planning Budgeting Prioritization 40

CFO Share

DECEMBER 9, 2023

From startups to established enterprises, understanding the dynamics of financial forecasts is fundamental to effective business planning. What is financial forecasting? Utilizing Forecasting for Strategic Expansion Financial forecasting is essential for any business planning to expand in a sustainable manner.

Forecasting 52

Forecasting Planning Currencies Startups 52

Centage

JANUARY 3, 2023

At Centage Corporation, we offer Planning Maestro ® as an industry-leading solution that uses cloud-computing innovation and practical methods to streamline automation, performance, and integration. Implementing Planning Maestro as a Solution. Excel Formula Disadvantages for Businesses.

Financial Planning and Analysis (FP&A) 98

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

The Finance Weekly

DECEMBER 2, 2024

Under this familiar process, financial personnel export data from their organization's software, typically the company's Enterprise Resource Planning (ERP) system. Most, if not all, such processes are currently reliant on Excel spreadsheets.

Financial Planning and Analysis (FP&A) 52

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

Jedox Finance

SEPTEMBER 6, 2022

From new visualizations to security enhancements, to planning assistance that helps you avoid making costly mistakes, the new release increases your teams’ efficiency in operating the business. How the Jedox planning and performance platform 2022.3 The Jedox platform 2022.3 release simplifies reporting and operations. Waterfall chart.

Planning 52

Planning Profit and Loss Forecasting Financial Analysis 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). 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

Fpanda Club

JULY 24, 2022

From the FP&A standpoint, which may also lack that entrepreneurial perspective, the use of the traditional tools of financial analysis based on the discounted cash flows not only perfectly supports this kind of behavior, but also justifies it. This may lead to project failures.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Profit and Loss Benchmarking Valuation 130

Spreadym

APRIL 27, 2023

Financial analysis and planning (or FA&P) software is a type of business software that helps companies manage their finances and operational activity by analyzing financial data and providing tools to plan, forecast and make budgets for efficient business growth.

Financial Analysis 52

Financial Analysis Tax Planning Budgeting Forecasting 52

The Finance Weekly

APRIL 5, 2022

The impact of data driven financial analysis goes well beyond its traditional role of budgeting and forecasting, and has the potential to contribute greatly as a forward thinking department for real-time decision making. This is both causing lost time and money and leaving revenue on the table from innovation not occurring.

Financial Planning and Analysis (FP&A) 52

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

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

Focus CFO

DECEMBER 6, 2021

Some business owners downplay the complexity of Financial Planning and Analysis (FP&A) and mistakenly task their accounting team with this crucial function, or hope their CPA firm can be of help. Turning Goals into a Strategic Plan. A long to-do list or a list of goals is not a strategic plan. By Michael Stier.

Financial Planning and Analysis (FP&A) 92

Financial Planning and Analysis (FP&A) Strategic Planning CFO Communication 92

CFO Share

APRIL 8, 2024

Accounting – the language of business – will eventually scream financial challenges in your monthly statements. But, if you listen closely and know what to look for, you will hear the whispers of earlier warnings and have more time to plan a response.

Financial Analysis 102

Financial Analysis Sales Manufacturing CFO 102

Onplan

JANUARY 19, 2022

If you do take the second option, make sure to plan for additional managerial and staff costs necessary to stay in sync. Hiring: plan versus reality. Succession planning. CFOs can avoid losing strong performers on their teams by ensuring they and their top lieutenants are thinking and communicating about succession planning.

Communication 97

Communication Leadership Planning Financial Analysis 97

E78 Partners

AUGUST 21, 2023

Value creation will need to get off to a quick start, which means that pre-transaction diligence and a 100-day plan are more crucial than ever. Getting Out of the Gate Fast: The First 100 Day Plan After acquiring a company, the first 100 days are crucial. But you cannot stop there.

Planning 52

Planning Valuation Restructuring Leverage 52

VCFO

MAY 17, 2024

v360 goes beyond traditional financial analysis and simple snapshots. Evaluation of 154 core data points across six dimensions and in-depth dialogue between you and a CFO steeped in all aspects of business optimization and strategic planning provides a holistic, insightful, and unbiased exploration of your company’s DNA.

Benchmarking 78

Benchmarking Leadership Strategic Planning Valuation 78

CFO Talks

OCTOBER 22, 2024

Based in South Africa, she holds a B.Com in Financial Management from the University of South Africa (Unisa) and has steadily built a career grounded in her love for numbers and the stories they tell. A Morning Routine Rooted in Reflection and Action Engela begins her day at 5:00 am, embracing the quiet to read, exercise, and plan her day.

Leadership 98

Leadership CFO Prioritization Financial Analysis 98

CFO Plans

SEPTEMBER 24, 2024

Virtual CFOs provide comprehensive small business bookkeeping services , meticulously recording every financial transaction. This accuracy not only maintains financial integrity but also simplifies financial analysis and reporting, making it easier to track progress and plan for the future.

Startups 52

Startups CFO Financial Analysis Risk Management 52

Focus CFO

JUNE 16, 2023

John is a highly accomplished executive boasting considerable experience in strategic planning, treasury management, accounting, financial analysis, and business development. John Azlant has joined the FocusCFO team in Northeast Ohio.

Financial Analysis 52

Financial Analysis Strategic Planning Treasury Leadership 52

CFO Selections

JANUARY 12, 2024

Originally published: 3/23/2020 Updated: 1/8/2023 Why are financial projections important and how can they inform a company’s financial analysis to increase confidence in the numbers? To answer that question, we need to take a step back.

Financial Analysis 52

Financial Analysis Planning Numbers Accounting 52

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) 52

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

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) 52

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

Spreadym

FEBRUARY 12, 2023

All these developments are displayed not only in documents, reports and final results of the company, they are subject to serious adjustments in installed business systems, like bi tools, financial analysis software, manufacturing planning software, resource planning software and others.

Financial Analysis 52

Financial Analysis Manufacturing Strategic Planning Construction 52

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. Strategic financial planning. Conclusion.

Financial Planning and Analysis (FP&A) 96

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

CFO Talks

MARCH 20, 2024

It’s about making plans for the company’s financial future and finding ways to make the business better. Key Differences in Everyday Tasks: Reporting: The Controller prepares financial reports; the CFO reviews these reports and uses them to make decisions or plan strategies. The CFO, however, looks at the bigger picture.

CFO 52

CFO Accounts Payable Financial Analysis Auditing 52

CFO Plans

OCTOBER 9, 2024

To thrive in this environment, companies must adopt strategic approaches that not only ensure compliance but also enhance their financial health. Explore Strategic Financial Solutions with CFO Plans to navigate these complexities with ease. As a result, they were able to invest more in innovation, fueling further growth.

Compliance 52

Compliance Tax Planning CFO Concentration 52

CFO Leadership

OCTOBER 10, 2023

Scenario analysis may also leverage AI to model various scenarios to better understand potential consequences of different decisions and market changes. The large language model (LLM) is trained on the financial documents, terminology, trends and data that Bloomberg has collected for nearly a half-century.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

Future CFO

MARCH 14, 2024

Manabat, on the other hand, thinks that there is a growing need for deeper financial analysis expertise, saying that organising seminars and training sessions for current finance teams, especially seasoned professionals, is essential for keeping them abreast of market dynamics.

Accounting 98

Accounting Finance Financial Analysis Compliance 98