E78 Partners

SEPTEMBER 9, 2024

It’s not just about managing numbers—it’s about aligning financial strategies with business goals to unlock value at every stage of the investment cycle. A tailored budget plan can empower private equity-backed companies to meet and exceed their financial objectives.

Budgeting 59

Budgeting Planning Financial Modeling Forecasting 59

E78 Partners

SEPTEMBER 9, 2024

It’s not just about managing numbers—it’s about aligning financial strategies with business goals to unlock value at every stage of the investment cycle. A tailored budget plan can empower private equity-backed companies to meet and exceed their financial objectives.

Budgeting 52

Budgeting Planning Financial Modeling Forecasting 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

CFO Talks

OCTOBER 10, 2024

Finance and Strategy: Making Numbers Work for Your Vision Imagine this: Your company has a fantastic vision—perhaps it’s to dominate a new market, launch a groundbreaking product, or grow your team and profits. Perhaps the market entry could happen in phases, reducing the initial cost. Sounds impressive, right?

Numbers 98

Numbers Finance CFO Leadership 98

CFO Plans

NOVEMBER 4, 2024

Consider a financial services company that managed to scale its operations by prioritizing cash flow optimization. By employing advanced forecasting tools and real-time financial reporting, they maintained a healthy cash reserve, allowing them to invest in new markets and technologies confidently.

CFO 52

CFO Cost Management Leverage Planning 52

CFO Leadership

APRIL 5, 2023

While most executives easily understand the “soft” skills veterans have developed through the investment of millions of dollars’ worth of training and equipment from the Department of Defense, these same leaders accurately point to what veterans don’t bring – financial acumen.

Financial Modeling 95

Financial Modeling Leadership Finance CFO 95

CFO News Room

JANUARY 11, 2023

For example, investment bankers are near the top of the list, often working for large investment banks like Goldman Sachs or Morgan Stanley. You can find these jobs in financial institutions such as banks, investment banks, hedge funds, and private equity firms. Investment Banker. And how much money do they make?

Banking 130

Banking Financial Analyst Budgeting Investments 130

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 Budgeting Financial Modeling 59

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. A related idea is articulated by the information-action paradox which describes the problem many companies face while investing in projects with high level of uncertainty, including innovation.

Financial Planning and Analysis (FP&A) 130

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

E78 Partners

AUGUST 15, 2023

They utilize advanced financial modeling techniques to predict outcomes and assess the viability of various business strategies. Their involvement extends to partnering with the business to develop scenarios, mitigate risk, and influence the allocation of resources to maximize return on investment.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

FEBRUARY 18, 2024

Randeep Rathindran He adds that CFOs must intervene early to mitigate margin squeezes and confront spiraling expenses driven by the labour market, climate change, and digital transformation. Many organisations will then seek out new strategies for hitting earnings targets, Gartner says.

Management Consulting 52

Management Consulting Financial Modeling Leadership Forecasting 52

Spreadym

JUNE 27, 2023

Financial Forecasting: FP&A professionals forecast the financial performance of an organization over a specific period, typically one to five years. This involves projecting revenues, expenses, and other key financial metrics based on historical data, market trends, and business strategies.

Financial Planning and Analysis (FP&A) 52

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

Boston Startup CFO

APRIL 12, 2024

Through meticulous analysis of your historical financial data and current business operations, we will develop accurate and reliable cash flow projections, enabling you to make informed decisions, anticipate potential cash shortfalls, and implement effective strategies to maintain optimal liquidity and financial stability for your business.

Planning 40

Planning Cash Flow Forecasting Financial Modeling Forecasting 40

VCFO

MAY 30, 2022

Joining vcfo’s Houston market as a Consulting CFO is Jose Perez-Bello. Jose is a senior finance professional with more than 30 years of experience in financial management roles in manufacturing and international energy ventures. Jose is fluent in both English and Spanish.

CFO 52

CFO Auditing Financial Modeling Leadership 52

Spreadym

MAY 10, 2023

This analysis can help you identify risks, assess the feasibility of goals, or optimize your financial plans. Investment Analysis: In investment decision-making, what-if analysis can be valuable. For example, you can assess the financial impact of economic downturn or supply chain disruption.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Performance Measuring Risk Management 52

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

E78 Partners

SEPTEMBER 14, 2023

Leaders are at the helm steering their organizations through changing consumer, market, and Board expectations. Business Planning and Budgeting (BP&B) is a strategic, operational, and financial management process that organizations use to plan, allocate resources, and manage their business performance effectively.

Financial Planning and Analysis (FP&A) 52

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

Fpanda Club

SEPTEMBER 2, 2021

This is true in all possible economic situations: in times of growth FP&A participates in setting business objectives, analyzing options of growth, assessing market opportunities and risks, while in times of recession FP&A can contribute to corrective action plans, cost-cutting and other initiatives to preserve company’s financial health.

Financial Planning and Analysis (FP&A) 130

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

BlueLight

AUGUST 21, 2020

While at PWC I started writing business plans and creating financial models for startups. After a brief stint in investment banking, I missed working with founders and decided to venture out on my own. After a brief stint in investment banking, I missed working with founders and decided to venture out on my own.

Planning 52

Planning Startups Marketing CFO 52

CFO Talks

SEPTEMBER 12, 2024

Instead of relying on a single forecast, consider creating multiple financial models that reflect best-case, worst-case, and moderate scenarios. Collaborate with department heads to establish “fast action” teams that can respond to sudden changes in the market or business environment.

Leverage 52

Leverage Forecasting Communication Economics 52

Centage

SEPTEMBER 11, 2023

Did changes in market conditions cause it? Negative variances may signal that there isn’t as much demand for your product or service, more competitors have entered your market, or your pricing was too high for the market. Shift funds to areas that need improvement or invest in initiatives that directly drive growth.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Budgeting Forecasting Performance Measuring 105

Musings on Markets

AUGUST 28, 2024

It seems like a lifetime has passed since artificial intelligence (AI) became the market's biggest mover, but Open AI introduced the world to ChatGPT on November 30, 2022. There is a good reason why ETFs have taken away market share from fund managers.

Valuation 114

Valuation Construction Investments Numbers 114

CFO Share

NOVEMBER 8, 2022

Recessions hurt portfolios, leaving them less money for new investments. Keep an eye on your markets. Keep in touch with other industry professionals and compare notes to broaden your perspective on market trends. Shift sales and operations resources toward strong markets. Equity investors become pickier.

Forecasting 40

Forecasting Economics Investments Financial Modeling 40

The Finance Weekly

NOVEMBER 20, 2023

Forecasting and Predictive Analytics AI uses its analytical capabilities to examine past financial data, market patterns, and macroeconomic signals. It produces reliable predictions and strong predictive models, enabling it to confidently predict a company's financial performance.

Financial Planning and Analysis (FP&A) 52

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

CFO Talks

MARCH 14, 2024

By carefully prioritizing their tasks and responsibilities, CFOs can effectively navigate their broad and varied role, ensuring that their time and efforts are invested in areas with the highest impact on the company’s success.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Musings on Markets

DECEMBER 21, 2022

If your query is why I would continue to teach rather than seek out more lucrative careers in investing or banking, my answer is a simple one. and uses that endgame to cast light on the investing, financing and dividend decisions that all businesses, small or large, private or public, have to make.

Valuation 91

Valuation Corporate Finance Finance Financial Analysis 91

E78 Partners

JULY 19, 2023

Effective FP&A allows organizations to anticipate market trends, optimize resource allocation, and align their strategies with dynamic market conditions. By carefully analyzing their financials, market trends, and operational needs, organizations can make informed decisions on where to invest their resources.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

AUGUST 18, 2024

Now, as a cloud-based FP&A platform for strategic financial management, Runway is making finance easier to understand and more accessible for everyone in an organization. million of which came from a Series A round in 2023—Runway simplifies financial modeling, planning, and reporting. million in funding—$27.5

Financial Planning and Analysis (FP&A) 52

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

Spreadym

NOVEMBER 16, 2023

FP&A software should provide customizable reporting tools that allow users to present financial information in a clear and visually appealing manner. Scenario Analysis: Scenario planning enables users to model different financial scenarios based on variables like revenue changes, cost fluctuations, and market conditions.

Financial Planning and Analysis (FP&A) 59

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

Musings on Markets

NOVEMBER 15, 2022

In my first two posts on Facebook, I noted that its most recent earnings report, and the market reaction to it, offers an opportunity for us to talk about bigger issues. Even as data has become more accessible and our tools have become more powerful, it is my belief that the quality of valuations has degraded over time.

Valuation 92

Valuation Advertising Numbers Investments 92

The Finance Weekly

AUGUST 5, 2023

The demand for FP&A specialists in the job market, along with factors like job level, location, and industry, can also influence salary levels. FP&A professionals excel at solving intricate problems related to financial performance and business strategy.

Financial Planning and Analysis (FP&A) 52

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

Spreadym

JUNE 6, 2023

It may be used for: Budgeting and financial planning: Financial forecasts are used to develop budgets and allocate resources. They provide a roadmap for managing income, expenses, investments, and other financial activities. It helps in evaluating the potential returns and risks associated with investment decisions.

Forecasting 52

Forecasting Budgeting Planning Financial Modeling 52

Jedox Finance

AUGUST 22, 2019

We understand that you’re not satisfied with the return on investment you’re getting from the department. We want you to invest in us so that we can deliver on and exceed your expectations. Crystal ball to financially model the impact of the strategic options. Fear not the needed investment. How do I do this?

Financial Planning and Analysis (FP&A) 84

Financial Planning and Analysis (FP&A) CFO Planning Financial Modeling 84

PYMNTS

MAY 6, 2020

“The extraordinary events taking place over the past two months have measurably expanded our market opportunity and accelerated the ongoing shift to connected fitness,” said Chief Financial Officer Jill Woodworth. At least partly because of that, the company has spent zero marketing dollars during the past three months.

Prioritization 63

Prioritization Retail Sales Financial Modeling 63

The Finance Weekly

JULY 19, 2022

That's why we've put together this list of the best FP&A tools on the market, including what each one is, how it can benefit you, and where you can find it. FP&A teams are responsible for transforming this knowledge into the groundwork for long-term financial growth, stability, and success for the organization.

Financial Planning and Analysis (FP&A) 96

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

Centage

SEPTEMBER 14, 2021

An investment bank analysis of Tesla ’s purchase of Solar City undervalued the company by $400 million after double-counting its debt in a spreadsheet. They provide the flexibility to anticipate problems by running multiple what-if scenarios and building driver-based financial models.

Budgeting 96

Budgeting General Ledger Data Analysis Financial Data 96

CFO Talks

MARCH 19, 2024

A CFO committed to the agenda invests not just financial resources but personal time and effort, visibly participating in key initiatives. Investing Time and Resources Commitment is also measured in terms of resource allocation. Fostering Commitment to Change True leadership is shown by example.

CFO 52

CFO Communication Finance Budgeting 52