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

BlueLight

AUGUST 21, 2020

Financial Advice for Startups I recently spoke with finance leaders from a couple dozen startups. Their expertise ranged from seed stage start-ups, where the CEO also served as the in-house finance leader, to growth stage companies where an in-house CFO monitored the entity’s current and future financial health.

Planning 52

Planning Startups Marketing CFO 52

BlueLight

JUNE 5, 2020

Some startups are thriving in this situation and some startups are fighting for survival. Either way, the business environment is changing rapidly and this typically means startup founders and their boards are communicating much more frequently than in a “business as usual” situation.

Startups 52

Startups Technology Investments Finance 52

PYMNTS

JULY 14, 2017

The meal-kit startup Blue Apron is a perfect example. If I brought that number home on a report card, I’d be grounded!” You get that right, and it’s a wonderful compounding financial model.”. Webster said. But, he added, “If you don’t, you find out about it pretty quickly.”. Balancing Consistency and Change.

Financial Modeling 49

Financial Modeling Sales Budgeting Startups 49

The Finance Weekly

APRIL 13, 2024

2) Anaplan Anaplan is a cloud-based platform for financial modeling and planning, designed to assist businesses in modeling transactions, calculating commissions, and mapping the relationships among diverse data sets. Pricing Datarails offers customized pricing based on the needs of the user. Streamline manual data.

Financial Planning and Analysis (FP&A) 52

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

CFO Talks

MARCH 14, 2024

Building Flexible Financial Models: The ability to quickly adapt to changes is a competitive advantage. CFOs can lead the development of flexible financial models that account for various scenarios, including shifts in the global economy and potential technological disruptions.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

The Charity CFO

APRIL 15, 2022

Um, and they came across this article and this is not gonna come just a rise to anybody listening, but it says a recent article suggests that nonprofit staff are quitting for a number of reasons, including there’s limited growth for opportunity. And there’s the other 20% of us that really like financial modeling and yeah.

Nonprofit 52

Nonprofit Accounting CFO Problem Solving 52

Barry Ritholtz

JANUARY 30, 2024

That, that seems like that’s an immense number of, of users. There were a whole number of these firms. And the rest of the pack includes Vanguard as well as a bunch of other much smaller clean sheet startups in, in the space. One is that small startup and the other is the company that has its own ongoing revenue source.

Investments 59

Investments Technology Leadership Marketing 59

Onplan

NOVEMBER 30, 2022

OnPlan is a financial modeling and forecasting tool built by financial planners and analysts. Scenario modeling: Adaptive Planning is highly flexible when modeling across different functions, including projects, capacity, and operational planning. Customers success. 6 factors when choosing an FP&A tool.

Financial Planning and Analysis (FP&A) 52

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