E78 Partners

AUGUST 15, 2023

In the dynamic landscape of modern business, Financial Planning and Analysis (FP&A) has evolved from a conventional accounting function to a strategic partner that steers organizations towards growth, profitability, and free cash flow.

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The Finance Weekly

MAY 29, 2024

Financial planning and analysis (FP&A) solutions provide a complete platform for organizational planning, which is important for all businesses. Understanding their financial status and performance is key for business growth. Two of these companies, Planful and Vena are popular for many reasons.

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The Finance Weekly

JUNE 17, 2024

Financial planning and analysis (FP&A) is important in automating all of the manual tasks in the finance department and giving everyone greater insights into the data. Planful is one of these top FP&A software solutions , and this article will review their features, reviews, and customer feedback.

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Planful

MAY 7, 2021

Planning for the workforce of tomorrow requires visibility into everything from organization-wide workforce costs to department-level compensation costs. Some of the tools used in this process include FP&A platforms— these can play a huge role in effective workforce planning. . Plan Dynamically.

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Collectiv

AUGUST 18, 2022

To succeed in a highly competitive business landscape, enterprises need a robust financial planning and forecasting strategy. Why Planning and Forecasting are Critical for Enterprises. Financial planning and forecasting go far beyond just day-to-day budgeting. It’s an obvious one, but worth discussing anyway….

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Centage

SEPTEMBER 11, 2023

Staying on top of your financial performance is vital for running your business. Budget vs actuals analysis is one of the most effective ways to maintain a clear picture of your company’s performance. Budget vs actuals analysis allows you to assess how well your organization is following its financial plans.

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Centage

SEPTEMBER 13, 2022

Your business can use historical and recent business performance with the recurrent business cycle and seasonal trends to predict your organization’s financial performance in various scenarios. There is some risk to using past performance to inform your long-term plans, and this can be compounded during times of economic uncertainty.

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Financial Planning and Analysis (FP&A) Planning Forecasting Profit and Loss 98

Spreadym

JULY 10, 2023

The financial close process, also known as the accounting close process or month-end close, is a series of steps undertaken by an organization to finalize its financial records for a specific accounting period. Adjustments are made to ensure that financial statements reflect the economic reality of the period being closed.

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Financial Planning and Analysis (FP&A) Reconciliations Accounts Payable General Ledger 52

CFO Share

JULY 16, 2024

When building your back office, you may consider whether you need a financial controller or a CFO. Whether you are hiring full-time or fractional, knowing how these roles differ between a controller vs CFO will ensure your small business gets the financial support it needs without overspending.

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Financial Planning and Analysis (FP&A) CFO Compliance General Ledger 98

Spreadym

AUGUST 10, 2023

When choosing the best financial reporting software solution, it's important to consider factors such as ease of use, scalability, integration with existing systems, compliance with accounting standards, cost, customer support, and any unique requirements your organization might have. What is financial reporting software?

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Future CFO

SEPTEMBER 21, 2023

However, as finance professionals, particularly those in the financial planning and analysis (FP&A) function, require more sophisticated analytical capabilities, Gartner says these teams will likely rethink their continued use of spreadsheets at least for use cases such as dashboard creation, reporting and modelling.

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Future CFO

NOVEMBER 15, 2023

Of course, its ease of use and accessibility have also been its biggest drawbacks as it has allowed for the proliferation of disconnected, whether intentional or otherwise, data files. This includes establishing clear data entry standards, validation rules, and periodic data audits. And why not? It is relatively easy to use.

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The Finance Weekly

DECEMBER 22, 2022

The humble spreadsheet remains an essential, if not critical, component of many financial operations. Leading the Way with FP&A. According to a , September 2022 Gartner survey , companies are planning to invest heavily in financial planning and analysis (FP&A) technologies through 2023.

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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. Power BI creates powerful reports with your existing data or becomes an integral part of broader Power Platform solutions.

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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. Power BI creates powerful reports with your existing data or becomes an integral part of broader Power Platform solutions.

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The Finance Weekly

MARCH 5, 2024

Next, came a new solution, Datarails Connect , which leverages Excel's success to transform it into a kind of self-service BI solution, enabling finance professionals to become truly independent by connecting their entire data stack to Excel in a simple and self-service manner.

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Centage

SEPTEMBER 13, 2022

Your business can use historical and recent business performance with the recurrent business cycle and seasonal trends to predict your organization’s financial performance in various scenarios. There is some risk to using past performance to inform your long-term plans, and this can be compounded during times of economic uncertainty.

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Financial Planning and Analysis (FP&A) Planning Forecasting Profit and Loss 52

Centage

JANUARY 19, 2024

This crucial aspect of financial management can significantly impact a company’s competitiveness, and its ability to stay agile in a changing business landscape. It involves the meticulous planning and budgeting of funds across various facets of the organization, such as departments, projects, or physical locations.

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Jedox Finance

JULY 11, 2023

2 With regulations continually evolving, data volumes expanding, and the need for transparency growing, finance leaders are in a strong position to drive these efforts and create strategic value for their organizations. The standards are designed to bring sustainability reporting on par with financial reporting over time.

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Financial Planning and Analysis (FP&A) Finance Profit and Loss Compliance 52

Collectiv

OCTOBER 26, 2021

However, within their own operations, some areas of the business continued to rely on more traditional analysis methods. Ryan McConnell had been the FP&A Manager at ZS Associates for several years, then his role expanded to include reporting processes across finance and human resources. But he faced an unexpected hurdle.

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Planful

JUNE 8, 2016

A recent Argyle virtual event sponsored by Planful discussed the role of CFOs in today’s business world, and the increased focus on financial planning and analysis (FP&A). Argyle Virtual Event: Spotlight on FP&A. Looking Toward the Future of FP&A. Restructuring FP&A Models.

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Future CFO

FEBRUARY 22, 2024

The financial landscape is evolving at breakneck speed, driven by big data, globalisation, and digitisation. Advanced EPM systems can also support performance methodologies such as balanced scorecards, offering users real-time feedback on their organisations' financial performance. Integration challenges can also blindside CFOs.

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Centage

JANUARY 4, 2024

Growing businesses face an increasing need for accurate financial forecasting and planning. Implementing accurate and consistent methodologies for forecasting is pivotal for examining your financial future. The answer lies in investing time and resources into comprehensive financial planning and analysis.

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Cash Flow Forecasting Financial Planning and Analysis (FP&A) Forecasting Financial Reporting 52

The Finance Weekly

DECEMBER 30, 2021

Business intelligence, data security, and and has proved particularly effective for finance departments, given the recent powerful innovations in finance technologies. Moreover, how do you ensure data quality, security, and privacy as cybersecurity breaches stubbornly persist? Approaching Pragmatism Based on Organizational Size.

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Jedox Finance

MARCH 7, 2023

Take a look at how real teams and organizations around the globe have experienced an elevated state of planning and achieved the adaptability, integration, and simplicity they need to shape the future. Chemical manufacturer plans for any scenario Integrating cross-organizational data 3.

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

Future CFO

JULY 7, 2021

LJ: As finance functions across the globe progress their transformation journeys from data stewardship to value creation and decision support, the need for the agile finance function has emerged. Leveraging a scrum approach, teams might begin with a full-year plan, but treat that plan as a true estimate.

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Future CFO

JUNE 1, 2022

Rigid data silos have been replaced with more fluid methods of working as technology-enabled collaboration provides a comprehensive, company-wide, real-time overview for agility when plans change. No matter the department, sharing information faster and more efficiently is now vital to successful collaboration.

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Planful

OCTOBER 19, 2021

The person in this role should provide the board the financial knowledge needed to set the company’s larger strategy. From there, you can decide how to leverage your financial acumen and recommend the best way forward. CFOs play a vital role in informing the board’s corporate governance. Excessive Executive Compensation.

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Planful

SEPTEMBER 13, 2016

I had a chance to connect with Nilly Essaides , the Director and Practice Lead, Financial Planning & Analysis (FP&A) at the Association for Financial Professionals. Here’s what she had to say about what’s new and what’s coming in FP&A.

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Financial Planning and Analysis (FP&A) Planning Education Benchmarking 40