The Finance Weekly

JUNE 22, 2022

However, by implementing FP&A automation, their customers will be provided a more in-depth analysis that will set them up for any scenario that can occur in the coming months. To top it all off, the current market downturn and continued inflation is putting additional strains on companies’ forecasting and planning efforts.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Marketing CFO Startups 105

E78 Partners

MARCH 3, 2025

The IPO market has also seen a resurgence, with 13 IPOs each aiming to raise $100 million or more filed in January 2025 alone , marking the highest number of sizable IPO filings in a single month since early 2022. Investors have a heightened appetite for businesses with proven financial fundamentals and clear paths to profitability.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) GAAP Marketing Compliance 52

Jedox Finance

JUNE 12, 2019

An Interview with Jamie Cousin, FP&A Manager at ServiceMaster. The FP&A team at ServiceMaster is searching for answers deep in the individual experiences and purchase histories of over 2 million customers with assistance from the new Artificial Intelligence capabilities embedded in Jedox software.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Profit and Loss Budgeting Numbers 98

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. and NAME?

Financial Planning and Analysis (FP&A) 52

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

Future CFO

FEBRUARY 23, 2022

Before becoming a financial controller, I handled various roles in finance which gave me so much understanding of the key mandates and objectives of the various disciplines in finance. Co-produced by Sukhpreet Kaur, community manager, CXOCIETY. Look back to see what’s ahead. Experience helps. “ We are the sum total of our experiences.

Leadership 98

Leadership Finance Financial Planning and Analysis (FP&A) CFO 98

Jedox Finance

JULY 18, 2019

” is the clear message from Chief Financial Officers. To do that we must address the mindset of the entire FP&A team. Operating within your organization’s framework, as we discussed in the previous posts in this blog series , will frame how your FP&A team carries out this mandate.

Financial Planning and Analysis (FP&A) 59

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

Centage

DECEMBER 1, 2021

If your board asked you to run new numbers based on fresh assumptions, it took you days or weeks to create a new set of reports. If your board asked you to run new numbers based on fresh assumptions, it took you days or weeks to create a new set of reports. What’s the Financial Forecast Look Like?

Forecasting 98

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

Jedox Finance

JULY 3, 2019

In the first post “ The Future of FP&A ” of this blog series, we discussed how the CFO must be the guide, and Financial Planning & Analysis (FP&A) must take control of new and changing expectations for the finance department. ” Why: Overall tone for FP&A. .”

Financial Planning and Analysis (FP&A) 52

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

Future CFO

SEPTEMBER 14, 2020

Unlike a typical financial downturn, the impact of COVID-19 pandemic has been far more difficult to predict. The virus continues to ravage the global population, effect changes in consumer behavior, unearth workforce planning challenges, precipitate demand drops, and create supply chain shocks across the business world.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Forecasting Planning Foreign Exchange 52

Future CFO

MAY 27, 2024

As the finance function is among the main departments of any organisation, it is then important for financial leaders to fully understand the importance of giving fair opportunities on all people, regardless of their gender, to maximise growth and competencies.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Finance Leadership Communication 98

Jedox Finance

JULY 30, 2019

There has been a lot of talk about changing FP&A processes yet little real action in this area. Most are stuck doing the traditional one-year budget and five-year plan. We can’t forget about financials. Financials are essential but so are non-financials for getting to the real story behind the numbers.

Financial Planning and Analysis (FP&A) 52

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

Centage

MAY 3, 2022

The leading provider of modern cloud-based FP&A solutions for mid-sized organizations, Centage Corporation prides itself on empowering today’s financial leaders to better guide their organizations to success. As a result, users can reduce manual tasks for budgeting and planning without compromising the integrity of the end result.

Financial Planning and Analysis (FP&A) 98

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

Centage

FEBRUARY 11, 2022

The start of a new year is always a time for planning. As a FP&A professional, all eyes are on you to help plan the year ahead, step-by-careful-step, with enough lead time to avoid pitfalls and seize unexpected opportunities. For instance, 70% of SMBs have created scenario planning to prepare for the future.

Financial Planning and Analysis (FP&A) 98

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

Onplan

JANUARY 12, 2022

We used our free headcount planning template to run the numbers. You can download it to follow along or create scenarios that work for your business, so you can consider all the moving parts as you plan your strategy. Alternate scenario: Headcount planning template for hiring in a new office location. Number of hires.

Financial Planning and Analysis (FP&A) 89

Financial Planning and Analysis (FP&A) Planning Forecasting Prioritization 89

The Finance Weekly

MARCH 1, 2022

Maturity in finance, particularly in FP&A, entails accepting complexity and expanding your capabilities. But what does maturity mean for FP&A, specifically? Defining Maturity for FP&A Simply said, FP&A maturity means you're , free of manual processes and spreadsheets , allowing you to focus on decision-making.

Financial Planning and Analysis (FP&A) 52

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

Centage

JANUARY 24, 2023

with Jenny Barker, Senior Budget Manager, HASCO Moving Away From Excel Saves Time and Complexity, Offering More Detailed Budget vs. A ctuals Analysis Q: Can you tell us a little about your organization? A: Prior to Centage, we had been using Excel for budgeting and planning. Why did you begin your search for a new solution?

Financial Planning and Analysis (FP&A) 98

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

Onplan

DECEMBER 28, 2021

Is closing your offices and giving people compensating benefits a good financial move for your bottom line? (Of 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? Let’s start by laying out the base case.

Planning 98

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

Onplan

DECEMBER 16, 2021

What are the most common myths about FP&A software you’ve heard? Finance departments are increasingly looking for solutions to help them make more proactive, data-driven decisions and connect the dots between finance and business operations teams to improve collaboration in strategic planning and budgeting.

Financial Planning and Analysis (FP&A) 52

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

Onplan

DECEMBER 16, 2021

What are the most common myths about FP&A software you’ve heard? Finance departments are increasingly looking for solutions to help them make more proactive, data-driven decisions and connect the dots between finance and business operations teams to improve collaboration in strategic planning and budgeting.

Financial Planning and Analysis (FP&A) 52

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

Centage

DECEMBER 14, 2023

The goal is not perfection, but a continuous improvement that aligns your financial planning with the always-changing realities of your business environment. Such errors are an inherent aspect of any FP&A forecasting process: your actuals will almost never precisely match your projections. More on this below.)

Financial Planning and Analysis (FP&A) 40

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

Planful

MARCH 18, 2019

The FP&A team is numbers-oriented, but also requires a great deal of communication skills. The financial reporting manager must be able to clearly explain specific financial concepts at a high level for busy executives. FP&A teams can do so by leveraging these four essential types of financial reports techniques.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Financial Reporting Cash Flow Forecasting Budgeting 40

The Finance Weekly

APRIL 27, 2022

Wall Street anticipates growth, the C-suite expects annual plans to be accomplished, and owners expect a return on their investment, especially those who have potentially risked their life savings. Chief financial officers, known for exhibiting strong professional ethics, need to lead in navigating this difficult period.

Leadership 52

Leadership Financial Planning and Analysis (FP&A) Communication Reconciliations 52

Planful

JUNE 8, 2016

A recent Argyle virtual event sponsored by Planful discussed the role of CFOs in today’s business world, and the increased focus on financial planning and analysis (FP&A). Argyle Virtual Event: Spotlight on FP&A. Looking Toward the Future of FP&A. Restructuring FP&A Models.

Financial Planning and Analysis (FP&A) 40

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

Jedox Finance

JANUARY 23, 2020

A new calendar year can be a great time to take a renewed, fresh look at your business planning and performance management. In a perfect world, we would like an EPM system that manages organization-wide planning, reporting and analysis. Collection of organization-wide financial and non-financial data.

Financial Planning and Analysis (FP&A) 88

Financial Planning and Analysis (FP&A) Budgeting Data Analysis Forecasting 88

CFO Thought Leader

APRIL 7, 2024

This episode our Planning Aces emphasize the importance of leveraging one’s breadth of experience, stepping beyond traditional FP&A roles, and focusing on execution to bring significant value to organizations. Read More 3.Understanding

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss CFO Leadership 52

CFO Thought Leader

APRIL 30, 2024

From his early days in auditing at PwC to his current role as CFO at Prophix, Aaron Levine has had a career that has closely tracked the evolving nature of the financial leadership role. It was under Vintz’s mentorship that Levine came to appreciate the power of storytelling within financial leadership.

CFO 52

CFO Financial Planning and Analysis (FP&A) Leadership Auditing 52

Onplan

JANUARY 12, 2022

We used our free headcount planning template to run the numbers. You can download it to follow along or create scenarios that work for your business, so you can consider all the moving parts as you plan your strategy. Alternate scenario: Headcount planning template for hiring in a new office location. Number of hires.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

MARCH 1, 2023

CFO Pros on the Move February 2023 Chris Krusmark | Sleep Number , Chris Krusmark , the current executive vice president and chief human resources officer at Sleep Number, has been appointed as the interim CFO until a permanent replacement is found. Knight has also held finance leadership positions at Wachovia.

CFO 52

CFO Financial Planning and Analysis (FP&A) Leadership Finance 52

CFO Leadership

JANUARY 5, 2024

If a group of chief financial officers (CFOs) from 2018 stepped out of a time machine into their 2023 offices, they would be astonished by what they saw. Environmental, social and governance (ESG) metrics and measurements would top their priority lists. This is the case for both publicly and privately held organizations.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance CFO 52

CFO Thought Leader

MAY 14, 2023

By the time Russell Lester landed inside Intuit’s department of analysis in 2009, the unremarkable career path on which he had first set out nearly 10 years earlier had become brimming with possibilities. Read More At the time when a recruiter for Intuit called, Lester was responsible for overseeing Hyland’s FP&A discipline.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Finance Leadership 52

Onplan

DECEMBER 28, 2021

Is closing your offices and giving people compensating benefits a good financial move for your bottom line? (Of 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? Let’s start by laying out the base case.

Planning 52

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

Planful

DECEMBER 9, 2021

Pushing forward requires CFOs to get involved in the business and convey the importance of the numbers to provide more strategic guidance to the business. Many strategic CFOs are taking control of workforce planning, IT, DE&I (diversity, equity, and inclusion), ESG (environmental, social, and governance), and more.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) CFO Leadership Strategic Planning 40

Future CFO

AUGUST 24, 2020

As companies scramble to adjust to this unprecedented event, pressure is mounting on FP&A teams to recalibrate their forecasts – not only through the end of 2020 but well into 2021. Three things have been missing in FP&A teams and they are likely going to be factored in moving forward,” he said. Himashi Soriano.

Financial Planning and Analysis (FP&A) 40

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

CFO Thought Leader

MARCH 26, 2024

This step triggered not only a geographical shift but also a change in Sawyer’s professional life, when her work alongside a CEO ultimately fueled her aspirations to become a chief financial officer. Read More She had always been so captivated by numbers that by the tender age of 5 she had determined that her destiny lay in accounting.

CFO 52

CFO Financial Planning and Analysis (FP&A) Finance Accounting 52

CFO Thought Leader

OCTOBER 10, 2023

Not unlike those of many of her peers, Howatson’s years in public accounting were laden with mentorship generously supplied by a partner (and a number of senior managers). Not unlike those of many of her peers, Howatson’s years in public accounting were laden with mentorship generously supplied by a partner (and a number of senior managers).

CFO 52

CFO Financial Planning and Analysis (FP&A) Finance Reconciliations 52

CFO Leadership

JANUARY 25, 2024

If a group of chief financial officers (CFOs) from 2018 stepped out of a time machine into their 2023 offices, they would be astonished by what they saw. Environmental, social and governance (ESG) metrics and measurements would top their priority lists. This is the case for both publicly and privately held organizations.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance Finance 52

Jedox Finance

MARCH 7, 2023

Take a look at how real teams and organizations around the globe have experienced an elevated state of planning and achieved the adaptability, integration, and simplicity they need to shape the future. Chemical manufacturer plans for any scenario Integrating cross-organizational data 3. Table of Contents Increasing adaptability 1.

Financial Planning and Analysis (FP&A) 52

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