Spreadym

JULY 14, 2023

Financial models are mathematical representations or frameworks used to analyze the financial performance and make predictions about the future financial outcomes of a business, project, or investment. Financial models can take different forms depending on their purpose and complexity.

Financial Modeling 52

Financial Modeling Mergers and Acquisitions (M&A) Valuation Budgeting 52

Cube Software

AUGUST 31, 2022

Financial modeling software makes it easy to create accurate financial forecasts —without having to wade through incomprehensible mounds of data.

Financial Modeling 52

Financial Modeling Forecasting 52

Fpanda Club

JANUARY 23, 2025

FP&As role is to connect those insights to financial models and forecasts. FP&As expertise in financial modeling and scenario analysis makes it the ideal function to assess these cases. By projecting costs, revenues, and risks, FP&A can provide a clear picture of the potential financial outcomes.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Mergers and Acquisitions (M&A) Prioritization Forecasting 130

Lime Light

JANUARY 29, 2025

Responsible decision-making in the fast-paced business environment requires rigorous analysis, evaluation of previous results, and a thorough examination of current financial health.

Financial Modeling 52

Financial Modeling Financial Reporting Planning 52

Future CFO

AUGUST 16, 2020

A good financial analyst follows certain procedures and discipline This article will explain major errors made with financial modelling and how to avoid them. Accessing FutureCFO Premium Content. To access Premium content and more, please login below. Not a Premium member yet? Register now for a free account! Username or Email.

Financial Modeling 52

Financial Modeling Accounting Finance Financial Analyst 52

Future CFO

AUGUST 18, 2020

Building a financial model with Excel is a complex task. With so many considerations to make, you will likely make certain errors. Follow these simple rules to avoid errors. Accessing FutureCFO Premium Content. To access Premium content and more, please login below. Not a Premium member yet? Register now for a free account!

Financial Modeling 52

Financial Modeling Accounting Finance 52

CFO Thought Leader

DECEMBER 12, 2024

Reflecting on his time at Splunk, Johnson illustrates how shifting from on-premise software to cloud services required complex financial modeling, flexible thinking, and cross-functional collaboration. His insights reveal how finance leaders can guide companies through transformative eras.

CFO 52

CFO Finance Financial Modeling Technology 52

The Finance Weekly

FEBRUARY 26, 2025

With its automated workflows, anomaly detection, and in-depth financial modeling tools, the platform aims to help organizations drive smarter financial decision-making while minimizing manual work. For companies seeking a scalable FP&A tool with robust financial modeling features, Prophix is a competitive option.

Financial Planning and Analysis (FP&A) 52

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

CFO Talks

NOVEMBER 13, 2024

Monitoring trends, predicting risk factors, and running financial models can give you insights that make decision-making more grounded and informed. Use Data for Smarter Decisions The power of data can’t be overstated. With advanced analytics tools, you can gain a real-time picture of how each investment is performing.

Investments 92

Investments CFO Economics Financial Modeling 92

Future CFO

FEBRUARY 14, 2025

Platforms like Hitachi iQ enable advanced financial modelling and anomaly detection, while automation has reduced the burden of reconciliation and regulatory reporting, allowing teams to focus on strategic decision-making."

Cash Flow Forecasting 78

Cash Flow Forecasting Compliance Leverage Reconciliations 78

The Finance Weekly

DECEMBER 2, 2024

Problem 1: Using Old and Cumbersome Excel Models Many of us have developed a financial reporting process that uses workarounds for limitations in our ERP software and to ensure we can meet our deadlines without accidentally breaking something. These legacy financial models typically appear overly complicated.

Financial Planning and Analysis (FP&A) 52

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

E78 Partners

FEBRUARY 26, 2025

Overextended FP&A leaders with tactical burdens The Challenge: FP&A leaders often spend excessive time on manual data aggregation and spreadsheet maintenance, limiting their ability to provide strategic financial insights. Establish a dedicated analyst team for tactical financial modeling.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Cash Flow Forecasting Forecasting Financial Modeling 59

E78 Partners

NOVEMBER 12, 2024

Enhancing Cross-Departmental Collaboration for Accurate Insights Audits impact more than just the finance team; for an accurate, holistic view, the audit process should engage departments like HR, legal, and financial planning and analysis (FP&A).

Auditing 59

Auditing Financial Planning and Analysis (FP&A) GAAP Compliance 59

The Finance Weekly

NOVEMBER 4, 2024

Financial models might sound intimidating, but let’s break them down in a way that makes sense. Understanding how to calculate CapEx is essential for anyone looking to build reliable financial models, whether you're a seasoned CFO or just starting out in finance. What Is CapEx?

Budgeting 52

Budgeting Financial Modeling Manufacturing Prioritization 52

CFO Leadership

APRIL 5, 2023

Chamberlain helps veterans address this crucial technical skill through financial modeling certifications. In order to build this “must-have” understanding of finance and accounting, Chamberlain’s veteran-to-finance initiative has leveraged financial modeling certification as a valuable tool.

Financial Modeling 95

Financial Modeling Leadership Finance CFO 95

Fpanda Club

SEPTEMBER 2, 2021

This process usually presumes the close collaboration of FP&A teams with business leaders and executives to align goals and expectations and create a common financial model of future revenues, costs and cash flows based on the external and internal factors and conditions.

Financial Planning and Analysis (FP&A) 130

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

Future CFO

APRIL 30, 2024

Gerry Chng , Risk Advisory Executive Director at Deloitte Singapore , sees that one of the key uses of Generative AI is the ability to create synthetic data to augment existing data points in a more cost-effective manner, which in turn makes it easier to conduct financial modelling and risk analysis.

Finance 97

Finance Risk Analysis Financial Modeling Leverage 97

CFO Talks

JANUARY 14, 2025

Developing innovative financial models that align with sustainability goals. Future Focus Areas The survey highlights future priorities for CFOs, including: Strengthening team skills in ESG integration. Adopting technologies for more efficient ESG reporting.

CFO 52

CFO Finance Economics Financial Modeling 52

CFO Plans

NOVEMBER 4, 2024

Embracing Emerging Trends in Financial Planning As the financial services industry evolves, embracing emerging trends becomes imperative. Technology and automation are revolutionizing Strategic Financial Planning , offering advanced tools for data analysis and decision-making.

CFO 52

CFO Cost Management Leverage Planning 52

Global Finance

MARCH 4, 2025

Of course well have to weigh the freight cost versus the tariff as well as other options, looking at things like geopolitical risk, natural disasters in certain countries, market fluctuations, and then thereafter use financial models to quantify the financial impact and to develop risk mitigation strategies.

Economics 75

Economics Forecasting CFO Investments 75

E78 Partners

NOVEMBER 26, 2024

Financial Expertise: A skilled private equity consultant brings a robust financial skill set, including financial modeling, valuation analysis, and performance metric design tailored to private equity investments. Their understanding of similar businesses can provide valuable insights and help you achieve your goals.

Investments 52

Investments Valuation Financial Modeling Risk Management 52

E78 Partners

NOVEMBER 25, 2024

The team helps clients understand each deal’s potential returns and risks by providing accurate valuations and financial models. Once the deal is complete, the team often supports integration, aligning operations and financial reporting across entities.

Securities 52

Securities Restructuring Valuation Financial Modeling 52

Future CFO

SEPTEMBER 9, 2022

CFOs are telling their FP&A leaders that they need to improve flexibility of budgeting and forecasting, enable faster capital reallocation, and updated financial models to reflect rapidly changing business realities,” Pritika Bhattacharjee, vice president, research in the Gartner Finance practice, pointed out.

Financial Planning and Analysis (FP&A) 97

Financial Planning and Analysis (FP&A) Technology Forecasting Budgeting 97

Fpanda Club

APRIL 11, 2021

Whether in a startup or in a well-known corporation, it is hard for FP&A practitioners to avoid building financial models of these 3 basic financial statements. In this case financial models and scenarios can be simplified based on the trade-off between details/level of accuracy and speed.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Forecasting Budgeting Financial Modeling 130

Centage

OCTOBER 3, 2022

The process of generating what-if scenarios and financial models or incorporating several variables at once could be time-consuming. The multi-dimensional model could also be challenging to envision, which may lead to errors and oversights. Since Excel has a two-dimensional framework, it can limit your visibility.

Forecasting 98

Forecasting Budgeting Data Analysis Financial Modeling 98

Future CFO

JUNE 24, 2024

Since the technology is new, there is the question of how Gen AI Financial Statements undergo the scrutiny of regulatory requirements and audits. How do you dissect complex algorithms as compared to traditional financial models? There is always a challenge of skills and experience of people using Gen AI.

Auditing 111

Auditing Financial Analysis Forecasting Reconciliations 111

E78 Partners

SEPTEMBER 9, 2024

It’s about creating a financial roadmap that not only meets immediate operational needs but also aligns with the long-term vision for growth and profitability. Key Components of an Effective Budget Planning Process An effective budget planning process requires comprehensive planning, detailed financial modeling, and continuous monitoring.

Budgeting 59

Budgeting Planning Financial Modeling Forecasting 59

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. Once the AFE is finalized, it is presented to the board and signed off by all partners before we proceed.

Finance 98

Finance Profit and Loss CFO Leadership 98

Spreadym

OCTOBER 3, 2023

Skills: They possess a range of technical and soft skills, including financial analysis, financial modeling, data management, budgeting, forecasting, communication, and problem-solving skills. Experience: FP&A candidates may have prior experience in financial analysis, accounting, or related roles.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Financial Analysis Financial Modeling Budgeting 59

Centage

AUGUST 8, 2023

Excel requires a lot of specialized knowledge and managing financials within it can be particularly brittle and unreliable. Multiple Users and Sharing Spreadsheets In the early days of a company’s life cycle, it can easily set up its financials in a single workbook on a single budget spreadsheet.

Budgeting 98

Budgeting Planning Forecasting Financial Modeling 98

The Finance Weekly

JANUARY 19, 2023

It involves analyzing financial statements and data from different business units. Specialists in operational finance create financial models that outline the details of business processes and their impact on the company's goals, staff plans, budget, and cash flow.

Leadership 98

Leadership CFO Benchmarking Finance 98

CFO Talks

FEBRUARY 20, 2025

Conclusion: A Mindset Shift for the Future of Finance Building a culture of insightful financial analysis is not about adding more reports or increasing the complexity of financial models.

Numbers 52

Numbers Financial Analysis Financial Analyst Financial Data 52

E78 Partners

SEPTEMBER 9, 2024

It’s about creating a financial roadmap that not only meets immediate operational needs but also aligns with the long-term vision for growth and profitability. Key Components of an Effective Budget Planning Process An effective budget planning process requires comprehensive planning, detailed financial modeling, and continuous monitoring.

Budgeting 52

Budgeting Planning Financial Modeling Forecasting 52

CFO Thought Leader

SEPTEMBER 28, 2024

In this episode of Planning Episodes hosted by Jack Sweeney and Brett Knowles, three CFOs—Don McGuire of ADP, Scott Blackley of Oscar Health, and Patrick Fleury of TeraWulf—share their insights on financial planning and analysis (FP&A), with a focus on navigating complex business environments.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Healthcare Financial Modeling CFO 52

Cube Software

APRIL 29, 2024

At its core, FP&A focuses on forecasting financial outcomes, budgeting, and providing actionable insights to support investment decisions.

Financial Planning and Analysis (FP&A) 52

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

Cube Software

SEPTEMBER 27, 2022

Sensitivity analysis is a financial model created to determine how different sources of uncertainty can contribute to the financial model’s overall uncertainty.

Finance 52

Finance Financial Modeling 52

Cube Software

JANUARY 25, 2023

OnPlan is a budgeting, planning, and forecasting software solution that helps businesses create financial models and manage the financial planning and analysis ( FP&A ) process.

Financial Planning and Analysis (FP&A) 52

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