The Finance Weekly

FEBRUARY 26, 2025

Political shifts, rising inflation, and unpredictable market trends are forcing businesses to rethink their financial planning strategies. Prophix aims to address these challenges by offering advanced, cloud-native financial planning solutions. Investment Planning Evaluate potential investments through dynamic modeling.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

DECEMBER 2, 2024

Under this familiar process, financial personnel export data from their organization's software, typically the company's Enterprise Resource Planning (ERP) system. One workaround found in cumbersome financial reporting processes includes using old legacy Excel-based financial models.

Financial Planning and Analysis (FP&A) 52

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

Onplan

DECEMBER 28, 2021

(Of course there are many non-financial considerations, but for this blog we’re focusing on adding up the costs.). How do you weigh and plan for the costs of such a change? That should help you consider all the moving parts as you plan your strategy. Base case: Workforce planning template for keeping the office open.

Planning 98

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

E78 Partners

SEPTEMBER 9, 2024

Under these pressures, one aspect often underestimated is the power of strategic budget planning. 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. This is where scenario and sensitivity analyses come into play.

Budgeting 59

Budgeting Planning Financial Modeling Forecasting 59

Collectiv

MARCH 5, 2025

Welcome to a brand new episode of Modernized Planning, where were turning traditional planning strategies on their head, in favor of a more modern, efficient, and connected approach. deFacto Planning helps businesses unify financial and operational planning into a single, high-performance platform.

Planning 52

Planning Forecasting Budgeting Financial Modeling 52

E78 Partners

SEPTEMBER 9, 2024

Download our free budget planning checklist For private equity firms, success isn’t just about acquiring companies; it’s about transforming them. Under these pressures, one aspect often underestimated is the power of strategic budget planning. This is where scenario and sensitivity analyses come into play.

Budgeting 52

Budgeting Planning Financial Modeling Forecasting 52

Centage

OCTOBER 23, 2023

The traditional budgeting and forecasting planning processes can be long and painful. The problems that occur downstream from inaccurate or incomplete plans and budgets ultimately impact financial performance and long-term success. The second step is to incorporate these drivers into the heart of the financial planning process.

Budgeting 52

Budgeting Planning Forecasting Financial Modeling 52

Centage

OCTOBER 17, 2022

As you start your financial planning for 2023 and beyond, follow these steps to solidify your three-year strategic plan and boost the odds of achieving your business’ goals. If you want to forecast your financial future, start by looking back at past performance. Set the past as your baseline to predict the future.

Strategic Planning 52

Strategic Planning Planning Cash Flow Forecasting Forecasting 52

CFO Simplified

DECEMBER 10, 2021

As the end of the fiscal year comes into focus, it’s time to put together plans for the upcoming year. If you’ve put together annual strategic, operational, and financial plans previously, terrific. Most successful companies have an annual planning process to put together specific plans and goals for the upcoming year.

Strategic Planning 52

Strategic Planning Budgeting Planning Financial Modeling 52

Spreadym

JUNE 27, 2023

What is Financial Planning and Analysis or FP&A? FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. What is Financial Planning and Analysis? Why Financial Planning and Analysis (FP&A) is important?

Financial Planning and Analysis (FP&A) 52

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

CFO Talks

FEBRUARY 20, 2025

A sales dip could be due to poor customer service, a marketing campaign targeting the wrong audience, or a sudden change in consumer trends. By speaking to sales, operations, and marketing teams, finance professionals can piece together a much richer and more accurate picture.

Numbers 52

Numbers Financial Analysis Financial Analyst Financial Data 52

Fpanda Club

APRIL 18, 2022

SWOT SWOT stands for the analytical tool to uncover Strengths, Weaknesses, Opportunities and Threats and is frequently used in strategic planning exercises. By combining the results of the SWOT analysis FP&A teams can elaborate strategies and develop action plans to improve the FP&A function.

Financial Planning and Analysis (FP&A) 130

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

Spreadym

MAY 10, 2023

What-if analysis is a technique used in financial planning and decision-making business software to assess the potential outcomes of different scenarios or changes in variables. It involves evaluating the impact of various "what-if" situations on financial flows projections, business performance measures, or outcomes.

Financial Planning and Analysis (FP&A) 52

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

Boston Startup CFO

APRIL 12, 2024

13-week Cash Flow Forecasting We offer a comprehensive and forward-looking approach to cash planning. Financial Modeling & Analysis We can provide you with a comprehensive understanding of your business's financial performance and future prospects.

Planning 40

Planning Cash Flow Forecasting Financial Modeling Forecasting 40

The Finance Weekly

AUGUST 28, 2022

For the first time ever, Microsoft Excel based NFTs are going on sale. The NFTs were commissioned by , Datarails , a financial planning platform that knows a thing or two about Excel. Each of the 5 NFTs will be sold for 1 Ethereum (roughly $1,500 at press time), with the hope that the sales should generate around $7,500.

Financial Planning and Analysis (FP&A) 52

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

Centage

OCTOBER 3, 2022

If your business has used Excel for financial forecasting, you may have found some challenges with the program. These obstacles can become even more pronounced as your business grows and your financial planning gets increasingly complex. You may be searching for an advanced solution that meets your business needs.

Forecasting 98

Forecasting Budgeting Data Analysis Financial Modeling 98

The Finance Weekly

JULY 19, 2022

FP&A stands for "financial planning and analysis," and is the backbone of the modern finance department. It’s the budgeting, financial forecasting, financial analysis, and decision-making that support an organization's health and strategy. Strategic financial planning. What is FP&A? Conclusion.

Financial Planning and Analysis (FP&A) 96

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

Centage

SEPTEMBER 11, 2023

Budget vs actuals analysis allows you to assess how well your organization is following its financial plans. It allows you to calculate variances, understand which variances are important, and improve your company’s financial performance. Develop a plan to address the variances in your financial forecasting.

Financial Planning and Analysis (FP&A) 105

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

Fpanda Club

JULY 24, 2022

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. Discovery driven planning Another weakness of the DCF model not discussed previously in this article is its sensitivity to assumptions.

Financial Planning and Analysis (FP&A) 130

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

Centage

SEPTEMBER 14, 2021

When it comes to business budgeting and planning, traditional spreadsheets are labor-intensive, prone to errors, and static, so it can be difficult to get a clear view on your current and future financial position. With the fast pace of business change, CFOs need accurate financial information to make informed decisions on the fly.

Budgeting 96

Budgeting General Ledger Data Analysis Financial Data 96

Bramasol

APRIL 15, 2024

To help understand the various ways to combine traditional AI and Generative AI to accomplish operational, planning and strategic management goals, let's dive into three different scenarios. to drive financial models. to drive financial models. As with Scenario One, unified and consistent data will be key.

SAP 82

SAP Financial Planning and Analysis (FP&A) Compliance Reconciliations 82

Onplan

DECEMBER 28, 2021

(Of course there are many non-financial considerations, but for this blog we’re focusing on adding up the costs.). How do you weigh and plan for the costs of such a change? That should help you consider all the moving parts as you plan your strategy. Base case: Workforce planning template for keeping the office open.

Planning 52

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

Jedox Finance

AUGUST 22, 2019

We have come together as practitioners, consultants, and academics and put together a plan that both defines a vision for FP&A and delivers a concrete plan of what to do next. Crystal ball to financially model the impact of the strategic options. The plan has five steps. Fear not the needed investment.

Financial Planning and Analysis (FP&A) 84

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

The CFO College

AUGUST 31, 2021

Help your startup clients stay cash flow positive with good budgeting and planning services. 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. Tax law is highly complicated.

Startups 81

Startups Accounting General Ledger Forecasting 81

The Finance Weekly

OCTOBER 8, 2023

To handle these challenges well, it's crucial to plan carefully and use efficient tools for managing finances. Budgeting software can greatly help by , automating financial tasks , making processes more efficient, and leading the business toward long-term success. Managing a small business comes with many challenges.

Financial Planning and Analysis (FP&A) 52

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

Planful

MAY 7, 2021

Planning for the workforce of tomorrow requires visibility into everything from organization-wide workforce costs to department-level compensation costs. Some of the tools used in this process include FP&A platforms— these can play a huge role in effective workforce planning. . Why FP&A Technology for Workforce Planning?

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Planning Forecasting Financial Modeling 40

CFO News Room

NOVEMBER 1, 2022

Mindy is the owner of Creative Money, an independent RIA based in Seattle, Washington, that offers a unique 12-month financial planning engagement – or as Mindy puts it on her homepage, “financial planning that doesn’t suck” – which has allowed her firm to work with nearly 400 client households just this year.

Planning 130

Planning Investments Accounting Numbers 130

Jedox Finance

SEPTEMBER 10, 2020

The crisis also highlighted the limitations with using legacy planning approaches. For dynamic forecasting to work effectively, CFOs need a scenario and modeling platform that supports real-time data updates. It combines financial data, customer, and sales data with operational data at scale.

CFO 69

CFO Forecasting Budgeting Financial Modeling 69

BlueLight

MAY 1, 2020

This function is called financial planning and analysis (FP&A). The CFO is focused on company-level strategic planning and building a relationship with investors. FP&A is responsible for strategic planning, decision support, and financial modeling. Source: Vena Solutions What is FP&A?

Financial Planning and Analysis (FP&A) 52

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

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. Our fiscal year 2020 profitability outlook demonstrates the strength of our financial model when scale and leverage are achieved.

Prioritization 63

Prioritization Retail Sales Financial Modeling 63

E78 Partners

OCTOBER 28, 2024

These consultants advise on different stages of the investment process, such as deal sourcing and due diligence, conducting research, value creation, and planning exit strategies. They can even help with market analysis, risk management, and financial modeling to ensure investments align with long-term profitability objectives.

Financial Modeling 52

Financial Modeling Risk Management Restructuring Investments 52

CFO Share

JULY 8, 2021

A 13 week cash flow forecast is a short term forecast used during liquidity shortfalls to plan a company’s cash flows and avoid financial distress such as missing payroll, defaulting on debt, and ending up in bankruptcy or receivership. Common solutions include: Accelerating sales and AR collection efforts.

Cash Flow Forecasting 59

Cash Flow Forecasting Forecasting Accounts Payable CFO 59

The Finance Weekly

AUGUST 30, 2022

It is a financial planning and analysis platform that automates time-consuming manual processes for financial reporting and planning. 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.

Financial Planning and Analysis (FP&A) 95

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

CFO Talks

NOVEMBER 11, 2024

Next, I develop a plan that outlines potential solutions. In summary, my approach to overcoming obstacles involves thorough assessment, planning, collaboration, adaptability, and a focus on continuous learning. Financial Acumen : A deep understanding of financial principles, reporting, and analysis is fundamental.

CFO 52

CFO Leadership Problem Solving Communication 52

Spreadym

MAY 26, 2023

It helps automate and streamline the budgeting process by providing tools and features to input financial data, allocate funds to different categories, monitor expenses, and generate reports. Income management: Users can input and manage their income sources, track incoming funds, and ensure that they align with the overall budget plan.

Budgeting 52

Budgeting Forecasting Financial Modeling SAP 52

The Finance Weekly

AUGUST 6, 2024

This discipline doesn't just stop at grade-schoolers, it extends to financial planning and analysis (FP&A) teams as well. Strategic financial decisions are not solely the responsibility of FP&A, every individual in the organization contributes to this process. Who the Finance Team Should Work With?

Financial Planning and Analysis (FP&A) 52

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

CFO Share

JUNE 11, 2024

Unlike in-house teams, which handle a broad range of financial tasks and rarely see other financial models, outsourced CFOs build forecasts for a variety of businesses. Experience translates into more accurate and reliable forecasts, providing businesses with a clearer financial outlook.

Forecasting 52

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