CFO Thought Leader

DECEMBER 1, 2023

This episode of Planning Aces Brett and Jack discuss FP&A’s role when it comes to breaking down silos within departments, and how A.I. is quickly emerging as FP&A’s ultimate silo busting partner. Insights from Finance Leaders: Planning Ace CFO Lauren St.

Financial Planning and Analysis (FP&A) 52

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

Centage

SEPTEMBER 11, 2023

Staying on top of your financial performance is vital for running your business. Budget vs actuals analysis is one of the most effective ways to maintain a clear picture of your company’s performance. Budget vs actuals analysis allows you to assess how well your organization is following its financial plans.

Financial Planning and Analysis (FP&A) 105

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

Spreadym

OCTOBER 31, 2023

Capital expenditures are treated differently in financial accounting than operating expenses (OpEx). Capital budgeting is the process of evaluating and prioritizing potential capital expenditure projects to determine which investments will provide the most significant return on investment.

Financial Planning and Analysis (FP&A) 59

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

The Finance Weekly

AUGUST 18, 2024

Overview of Runway Runway is shaking up the way businesses handle financial planning! It all started when Siqi Chen realized his struggles with financial expertise during his time as a senior leader and the headaches that come with using spreadsheets. It offers Ambient Intelligence within its FP&A platform.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

AUGUST 7, 2024

Ever since AI came onto the scene, it has been mixed into financial planning and analysis (FP&A) to aid finance professionals in deciphering data and making savvy decisions on how to steer company growth. Datarails is specifically designed to augment Excel-based financial planning and analysis.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

DECEMBER 22, 2022

The humble spreadsheet remains an essential, if not critical, component of many financial operations. Leading the Way with FP&A. According to a , September 2022 Gartner survey , companies are planning to invest heavily in financial planning and analysis (FP&A) technologies through 2023.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Finance Accounts Payable Prioritization 98

E78 Partners

MARCH 22, 2024

Making informed, data-driven decisions that connect operational choices to financial outcomes is more crucial than ever. A single source of truth data environment is pivotal in enabling financial planning and analysis ( FP&A ), financial modeling, analytics, and visualization.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Prioritization Financial Modeling Finance 59

Centage

JUNE 14, 2022

They also need to plan for a number of scenarios, and to assess the impact of each on the financial statements. This trifecta — real-time data ingestion, automated scenario planning, and instant and accurate reporting — delivers the insights, shared version of truth and confidence business leaders need.

Financial Planning and Analysis (FP&A) 59

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

The Finance Weekly

NOVEMBER 20, 2023

AI is , transforming the finance sector, especially in financial planning and analysis (FP&A). Using machine learning algorithms is crucial to make FP&A functions more responsive, insightful, and efficient. Why Should FP&A Leaders Consider to Integrate AI?

Financial Planning and Analysis (FP&A) 52

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

Centage

APRIL 4, 2023

In fact, a 2022 TransUnion Consumer Pulse Study revealed that 48 percent of consumers were concerned about their ability to fulfill financial requirements. With more shoppers prioritizing necessities, businesses increasingly have to make adjustments to stay in the black. Three Ways to Increase Profit Margins: 1.

Financial Planning and Analysis (FP&A) 98

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

Centage

APRIL 12, 2022

In creating our financial planning and analysis (FP&A) solution, we gain valuable insight from a wide range of industry experts, including mid-market CFOs and finance leaders. Top Priorities FP&A priorities for 2022 varied among finance leaders.

Financial Planning and Analysis (FP&A) 52

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

Collectiv

NOVEMBER 7, 2022

However, burnout doesn’t have to disrupt the flow of your FP&A career. Since Collectiv Conversations was making a big comeback, it was the perfect time to talk about making a comeback as an FP&A professional. Have you been feeling burnt out lately? Burnout levels increased significantly during the pandemic for obvious reasons.

Financial Planning and Analysis (FP&A) 52

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

Collectiv

NOVEMBER 7, 2022

However, burnout doesn’t have to disrupt the flow of your FP&A career. Since Collectiv Conversations was making a big comeback, it was the perfect time to talk about making a comeback as an FP&A professional. Have you been feeling burnt out lately? Burnout levels increased significantly during the pandemic for obvious reasons.

Financial Planning and Analysis (FP&A) 52

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

Onplan

JANUARY 12, 2022

To date, you’ve built a 30-person team colocated with you in California, prioritizing speed over cost efficiency, but now it’s time to consider whether to keep that approach, or start to build out a back office in a lower cost geography. We used our free headcount planning template to run the numbers. Salary differences.

Financial Planning and Analysis (FP&A) 89

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

Spreadym

JULY 3, 2023

Scenario planning is a strategic management tool used to explore and prepare for the future by developing and analyzing multiple plausible future scenarios. The purpose of scenario planning is to enhance decision-making and strategic thinking by considering a range of possible futures, rather than relying on a single forecast or prediction.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

AUGUST 27, 2023

Planful and Datarails are two of the leading FP&A solutions in 2023. Planful is an FP&A solution that was built for large companies and enterprises. Planful has a great AI feature called Planful Predict and it is a big selling point in 2023.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

APRIL 24, 2022

Cleaning Tip #3 Prioritize your tasks by tracking KPIs. Some examples of KPIs that can help prioritize tasks and drive company growth are: Financing KPIs- Return on Assets (ROA) and Return on Investment (ROI) are 2 of the more popular ones, but financing KPIs can be more individual or industry based as well.

Financial Planning and Analysis (FP&A) 52

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

E78 Partners

NOVEMBER 12, 2024

Preparing for a financial audit can be a daunting task, especially for private equity-backed firms where accuracy and efficiency are paramount. Proactive Documentation Management: Building a Foundation for Success Preparation begins long before auditors arrive, starting with the early organization of critical financial records.

Auditing 59

Auditing Financial Planning and Analysis (FP&A) GAAP Compliance 59

Centage

SEPTEMBER 5, 2023

With more shoppers prioritizing necessities, businesses increasingly have to make adjustments to stay in the black. With that said, it’s important to gain a greater understanding of your profitability which requires more analysis than a financial statement and a balance sheet. Then divide that by your revenue.

Financial Planning and Analysis (FP&A) 52

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

E78 Partners

SEPTEMBER 14, 2023

Today, companies must adapt, evolve, and plan meticulously to stay competitive and profitable. To guarantee they remain on the right course, having a solid plan and budget in place is paramount for ensuring success. Resource Allocation & Prioritization : Evaluate if resources are optimized and aligned with strategic imperatives.

Financial Planning and Analysis (FP&A) 52

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

CFO Leadership

OCTOBER 10, 2023

Future-forward finance and accounting organizations were quick to embrace robotic process automation (RPA) years ago to manage mundane, repetitive back-office tasks like data entry and routine financial reporting. AI is a tool and not a replacement for finance professionals. over at least the next decade.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

E78 Partners

JULY 19, 2023

As we approach the planning cycle for 2024, organizations are recognizing the immense value of harnessing the power of forecasting, planning, and analytics (FP&A). Effective FP&A allows organizations to anticipate market trends, optimize resource allocation, and align their strategies with dynamic market conditions.

Financial Planning and Analysis (FP&A) 52

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

Planful

APRIL 29, 2021

By staying on top of current FP&A trends. In 2021, that means examining how agility, cloud technology, and microplanning are redefining FP&A. Agile financial planning can help during times like these. Many finance leaders understand the importance of agile planning. JPMorgan Chase lost $3.1

Financial Planning and Analysis (FP&A) 40

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

Planful

JULY 9, 2020

Planning and decision-making expert Howard Dresner, Chief Research Officer at Dresner Advisory Services recently released its “ 2020 Wisdom of Crowds Enterprise Performance Management Market Study ” report. You can also tune into my recent episode of our Being Planful podcast where I dive deeper with Howard himself.

Financial Planning and Analysis (FP&A) 40

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

The Finance Weekly

NOVEMBER 20, 2022

As CFOs they are prioritizing tech spend but are seeing multiplying service providers vying for their attention. FP&A Community Earlier this year, Datarails, a financial planning and analysis platform for Excel users, launched their own Slack community for anyone in financial planning and analysis (FP&A).

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

JUNE 5, 2024

FP&A, or Financial Planning & Analysis, is where finance and corporate management meet, helping make all the important present and future decisions in the company. This post dives into the reviews of Anaplan, a popular FP&A software. Let's get started. billion, and offered $66.00

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Forecasting Auditing Microsoft Office 52

Planful

APRIL 16, 2021

In 2019, global corporate debt held by non-financial corporations reached over 75 trillion U.S. While there’s no magic formula to define what’s “healthy” debt, you can answer these questions to decide if your company is ready to prioritize growth over business debt. Talent Acquisition.

Prioritization 40

Prioritization Financial Planning and Analysis (FP&A) Mergers and Acquisitions (M&A) Profit and Loss 40

The Finance Weekly

FEBRUARY 20, 2022

Understanding your company's current financial health and assessing the strength of your cash position is crucial. A cash flow statement is an important tool that reveals how your business decisions affect cash and cash equivalents – and divides the analysis down into operating, investing, and financing activities.

Financial Planning and Analysis (FP&A) 52

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

E78 Partners

NOVEMBER 12, 2024

Preparing for a financial audit can be a daunting task, especially for private equity-backed firms where accuracy and efficiency are paramount. Proactive Documentation Management: Building a Foundation for Success Preparation begins long before auditors arrive, starting with the early organization of critical financial records.

Auditing 52

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

E78 Partners

NOVEMBER 12, 2024

Preparing for a financial audit can be a daunting task, especially for private equity-backed firms where accuracy and efficiency are paramount. Proactive Documentation Management: Building a Foundation for Success Preparation begins long before auditors arrive, starting with the early organization of critical financial records.

Auditing 52

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

The Finance Weekly

DECEMBER 5, 2023

As 2024 approaches, CFOs need to assess their 2023 achievements and plan for the coming year. Exploring the Key Priorities for CFOs in 2024 Global political instability, encompassing war, superpower tensions, and internal turmoil, adds complexity to planning for 2024. Despite the persistent list of priorities, it changes over time.

Financial Planning and Analysis (FP&A) 52

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

Onplan

JANUARY 12, 2022

To date, you’ve built a 30-person team colocated with you in California, prioritizing speed over cost efficiency, but now it’s time to consider whether to keep that approach, or start to build out a back office in a lower cost geography. We used our free headcount planning template to run the numbers. Salary differences.

Financial Planning and Analysis (FP&A) 52

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

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

PYMNTS

DECEMBER 6, 2018

In its survey of 419 corporate finance professionals, Gartner found that most finance departments have plans to implement more than one of the top-nine emerging technologies by 2020. Integration of external data is also a key focus, cited by 27 percent of survey respondents to tie with AI and machine learning deployment plans.

Corporate Finance 49

Corporate Finance Financial Planning and Analysis (FP&A) Finance Prioritization 49

The Finance Weekly

MARCH 5, 2024

As anticipated, smaller companies with up to 150 employees tend to prioritize productivity. In contrast, larger companies, those with 150 to 500 employees, are shifting towards best-of-breed solutions in areas such as FP&A, payments, and payroll. This question was tricky, and we were eager to see the results.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Leverage Cash Management 52

Centage

APRIL 11, 2023

A plan of action for both business leaders and product managers, the roadmap details the vision and goals of a product over time. In some cases, a customer’s analysis will just be relevant to their particular concerns rather than those of the majority. The Value of Customer Feedback Customer feedback is important in any industry.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Construction Budgeting Forecasting 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. To support these activities, CFOs also are prioritizing investments that strengthen data models and data governance.

Financial Planning and Analysis (FP&A) 52

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