E78 Partners

FEBRUARY 26, 2025

The Overlooked FP&A Dilemma in Private Equity Private equity (PE) investors pursue efficiency, profitability, and long-term value creation. Yet, many PE-backed companies struggle with financial planning and analysis (FP&A), which creates barriers to achieving growth targets, cash flow clarity, and operational alignment.

Financial Planning and Analysis (FP&A) 59

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

Fpanda Club

SEPTEMBER 2, 2021

This relates to FP&A which stands for financial planning and analysis. The emerging FP&A practice steps out of the shadow of other finance functions becoming a standalone entity which involves its own mission, goals, organization, processes, tools and skills.

Financial Planning and Analysis (FP&A) 130

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

Fpanda Club

JULY 24, 2022

Warren Buffett once suggested that the concepts of time value of money and discounted cash flow (DCF) model were introduced more than 2500 years ago. Analysts usually build their financial models for the first 5 years of the investment and then add terminal value for all the years coming thereafter which may contribute up to 50% of NPV.

Financial Planning and Analysis (FP&A) 130

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

Cube Software

MAY 11, 2023

What is a pro forma financial statement? No business can survive without planning. These financial modeling tools are one of the most important to help a company prepare for any kind of scenario imaginable and map out a future trajectory. Instead of silly sentences, you get a glimpse into your company's financial future.

GAAP 40

GAAP Financial Planning and Analysis (FP&A) Profit and Loss Accounting Principles 40