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. Storytelling to be able to explain what is covered behind the numbers. FP&A analysts are robots with no emotions.

Financial Planning and Analysis (FP&A) 130

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

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. In the second post, I pointed to inconsistencies in how accountants classify operating, capital and financing expenses , and the consequences for reported accounting numbers.

Valuation 94

Valuation Advertising Numbers Investments 94

Fpanda Club

JULY 24, 2022

This concept is built on the assumption that the market is not static: existing competitors and new entrants are continuously building capabilities to gain their positions on the market. As for established market players, they demonstrate much higher threshold of proof.

Financial Planning and Analysis (FP&A) 130

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

Global Finance

DECEMBER 27, 2024

As CFOs navigate this complex terrain and adapt their business processes, and decide how large a financial commitment to make to it, they must understand the implications for their financial models, risk management practices, and overall business operations.

Technology 108

Technology Finance Leverage Investments 108

Centage

SEPTEMBER 14, 2021

Today’s business budgeting and financial planning solutions must provide business insight in real time and let budget owners and planners collaborate with confidence in numbers. 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

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. 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.

Budgeting 59

Budgeting Planning Financial Modeling Forecasting 59

BlueLight

AUGUST 21, 2020

While at PWC I started writing business plans and creating financial models for startups. For the first few years, I was building financial models for founders that were fundraising. Our service covers anything in the back office related to numbers. Financial planning is our most valuable service.

Planning 52

Planning Startups Marketing CFO 52

CFO Thought Leader

MAY 8, 2024

Here, in the crucible of intense market dynamics, Herman cut his teeth on complex financial models, where the rigor of long hours refined his capacity to handle pressure and complexity—a foundational skill for any leader. This could mean looking at new systems, as well as implementing AI.

CFO 52

CFO Financial Modeling Forecasting Numbers 52

CFO News Room

JANUARY 11, 2023

These individuals are essential to major banks worldwide, devising strategies to maximize assets while ensuring sound financial decisions are being made. Because of this crucial role, financial managers command top dollar in big banks. Financial Analyst. Understanding of financial regulations and laws.

Banking 130

Banking Financial Analyst Budgeting Investments 130

The CFO College

AUGUST 31, 2021

If they have to rely on capital raising, it’s hard for companies to attract private or institutional investors in competitive markets without a great accountant and strong financial model. Investors want to see a number of worthy components before they sink money into a company.

Startups 81

Startups Accounting General Ledger Forecasting 81

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. I went on to make the case that good valuations are bridges between stories and numbers, and wrote a book on the topic.

Valuation 120

Valuation Construction Investments Numbers 120

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. 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.

Budgeting 52

Budgeting Planning Financial Modeling Forecasting 52

The Finance Weekly

OCTOBER 8, 2023

Market Segment: 63% Mid-Market 37% Small-Business Datarails , Datarails is an FP&A tool that helps finance teams by automating financial reporting and planning tasks using Excel spreadsheets and financial models. You can create models using variables and plain-English formulas, saving time and effort.

Financial Planning and Analysis (FP&A) 52

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

Centage

OCTOBER 23, 2023

Any number of issues can arise that render forecasts or the line items on an annual budget quickly outdated. Shifting market conditions or bad assumptions drawn from historical data can leave business leaders struggling to make the right decisions. The traditional budgeting and forecasting planning processes can be long and painful.

Budgeting 52

Budgeting Planning Forecasting Financial Modeling 52

PYMNTS

NOVEMBER 13, 2018

A new survey shows that an increasing number of mergers and acquisitions (M&As) are not going through because of concerns over General Data Protection Regulation (GDPR) compliance. As we track transactions, it will be very telling how these challenges will impact organizations’ due diligence processes.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Compliance Financial Modeling Technology 57

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

PYMNTS

MAY 6, 2020

consumers would not return to the gym anytime soon due to the pandemic, connected fitness brand Peloton smoked its quarterly earnings Wednesday (May 6), posting numbers that exceeded even the most bullish expectations. 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

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

Centage

AUGUST 24, 2022

Your team members are likely spending most of their time verifying that your numbers are accurate and up to date. Steps you may need to take before a deadline include: Downloading unformatted financial results from your accounting system. It is also difficult to trace the source of inaccuracies or mistakes when you use spreadsheets.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Budgeting Forecasting Analyzing Data 98

BlueLight

MAY 1, 2020

Medium size company: CFO has a Controller as a direct report to handle the day-to-day financial operations and reporting. Early-stage startup: Focused on finding product market fit, limited financial information to work with. FP&A is responsible for strategic planning, decision support, and financial modeling.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Strategic Planning Startups 52

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) Forecasting Budgeting Planning 96

Jedox Finance

JULY 18, 2019

An FP&A professional does not just look at the numbers but rather tries to dig deeper to understand the story that the numbers are forming. This mindset of obtaining various points of view, being able to formulate and understand the big picture and weave a story with numbers around it is what sets an FP&A professional apart.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Net Present Value (NPV) Budgeting Leadership 59

The Finance Weekly

AUGUST 30, 2022

Datarails is one of the best priced platforms on the market, and the best on this list. It is unique in that it enables finance teams to continue benefiting from the familiar spreadsheets and financial models of Excel without having to learn a new software. Its cloud solution still lags behind its on-premises version.

Financial Planning and Analysis (FP&A) 95

Financial Planning and Analysis (FP&A) Analyzing Data Budgeting Startups 95

Onplan

DECEMBER 28, 2021

In this post, we’ll walk you step-by-step through how to think about this, and use our free headcount planning template to run the numbers for a fictional company, NoMoreOffice Inc. Because the local job markets in CA and NY have higher salaries, it’s reasonable to assume those hired in each state will negotiate a 20% higher salary.

Planning 98

Planning Financial Planning and Analysis (FP&A) Forecasting Math 98

The Finance Weekly

AUGUST 6, 2024

Take the marketing team, for instance—they have valuable knowledge about market trends, customer preferences, and promotional tactics. By incorporating their insights into your financial models, you can improve sales forecasts and spot exciting growth opportunities.

Financial Planning and Analysis (FP&A) 52

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

Musings on Markets

DECEMBER 21, 2022

Pre-game Prep If there is a lesson be learnt from the last few years of market mayhem, it is that far too many investors, professional as well as retail, seem to have lost their moorings (or never had them in the first place), when it comes to the basics of accounting, finance and statistics. firms in emerging markets or private businesses.

Valuation 93

Valuation Corporate Finance Finance Financial Analysis 93

Future CFO

AUGUST 3, 2021

The pandemic gave new meaning to financial agility. It became vital as companies pivoted, recalibrated their financial models, and looked to withstand market shocks. For financial leaders, this shift in meaning created challenges. When COVID-19 hit the Asia Pacific region, market outlooks became clouded.

Finance 52

Finance Forecasting Financial Modeling Accounts Payable 52

Spreadym

MAY 15, 2023

Key features Web-based interface Collaborative workspace Unified methodology of reporting Pricing Upon request Datarails Datarails is a financial planning and analysis platform that offers automation, visualization and consolidation capabilities. Check if it can connect with your existing financial systems and databases seamlessly.

Financial Planning and Analysis (FP&A) 52

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

The Charity CFO

APRIL 27, 2022

So, um, my story, I, you know, I graduated from college right after nine 11, which is a horrible time to enter into the job force, especially so for somebody that desperately wanted to work a, in the field of marketing and advertising. How many nonprofit organizations look at digital marketing specifically as a revenue generator?

Nonprofit 98

Nonprofit Communication Accounting Advertising 98

Adam Kae

SEPTEMBER 24, 2020

It's another story to actually understand what the numbers mean! A CFO can take those numbers and provide solutions to issues and forecast better financial scenarios. Are you spending too much time marketing for one service that isn't bringing the results you need? Risk Assessment. Forecasting. Budget Management.

Healthcare 52

Healthcare CFO Profit and Loss Forecasting 52

Onplan

DECEMBER 16, 2021

How do they connect operational metrics—for example, marketing metrics like CAC and conversion rates, or sales metrics like AE ramp time—to a financial model that flows through to the income statement, cash flow, and balance sheet? A CEO generally wants to avoid drilling down into the numbers at a granular level.

Financial Planning and Analysis (FP&A) 52

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

Onplan

DECEMBER 16, 2021

How do they connect operational metrics—for example, marketing metrics like CAC and conversion rates, or sales metrics like AE ramp time—to a financial model that flows through to the income statement, cash flow, and balance sheet? A CEO generally wants to avoid drilling down into the numbers at a granular level.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

AUGUST 24, 2020

First, the FP&A function has traditionally been held by an individual sitting behind a desk, crunching numbers. That way, when it is time to crunch numbers, the FP&A practitioner has an even better understanding of what they truly mean. At AFP, we help finance to see beyond the numbers. Soriano concluded.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Forecasting Budgeting Finance 40

The Finance Weekly

JANUARY 21, 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) 40

Financial Planning and Analysis (FP&A) Finance Data Analysis Financial Modeling 40

Planful

MARCH 16, 2016

The cloud also makes it easy to integrate operational and financial data, which increases accuracy and ensures forecasts are aligned with company goals. Advanced Modeling. Each department requires varying levels of detail in their financial models, and the dimensions will differ between departments.

Forecasting 40

Forecasting Financial Data Financial Modeling Budgeting 40

Jedox Finance

JUNE 14, 2023

As macroeconomic factors continue to disrupt the market, finance teams face mounting pressure to proactively anticipate and prepare for potential events rather than reacting to events as they unfold. Instead, seek the most appropriate distribution pattern for each data source and apply heuristic judgment around forecasted numbers.

Financial Planning and Analysis (FP&A) 52

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