E78 Partners

MARCH 3, 2025

Yet many middle-market companies continue to explore opportunities to go public. After a challenging IPO market from 2022 to 2023, conditions have certainly improved. However, while market sentiment is improving, IPO readiness requires more rigorous preparation than ever before.

Financial Planning and Analysis (FP&A) 52

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

Centage

MAY 23, 2022

With rolling forecasts, businesses can gain better insight while aligning their sales and production goals with what’s actually happening from a financial perspective. The goal is to enable companies to create more flexible, agile strategies where they can react quickly to the ups and downs of the market. What’s a Rolling Forecast?

Forecasting 98

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

Jedox Finance

OCTOBER 24, 2019

A high-quality business forecast delivers far more than just numbers. Finance professionals regularly try to look in their crystal ball with forecasts and enable the company to have seamless, solid planning. For this to succeed, your forecast must be of high quality. Though other forecasting strategies are also possible.)

Forecasting 100

Forecasting Finance Budgeting Communication 100

Centage

FEBRUARY 2, 2023

However, one of the most important planning tools for a business of any size is cash flow forecasting – and it’s especially important in times of uncertainty. Knowing the timing, amount and predictability of future cash flows with cash flow forecasting should be an essential component of the budgeting and planning process.

Cash Flow Forecasting 98

Cash Flow Forecasting Forecasting Financial Planning and Analysis (FP&A) Profit and Loss 98

Centage

JANUARY 18, 2022

While spreadsheets have long reigned supreme as the foundation of budgeting and forecasting for many organizations, the shortcomings of this legacy, siloed tool have become too hard to ignore. Accuracy is the critical to the budgeting and forecasting process. Confidence – Am I confident in the numbers coming out of the model?

Budgeting 111

Budgeting Forecasting Financial Planning and Analysis (FP&A) General Ledger 111

Centage

OCTOBER 28, 2021

Dynamic market conditions may not be anything new but navigating the current business environment and its unprecedented unpredictability has shined a spotlight on just how critical cash flow forecasting is to an organization. Here are three best practices to improve your cash flow forecasting: #1.

Cash Flow Forecasting 90

Cash Flow Forecasting Forecasting Budgeting Data Analysis 90

Musings on Markets

SEPTEMBER 5, 2024

Last Wednesday (August 28), the market waited with bated breath for Nvidia’s earning call, scheduled for after the market closed. This dance between companies and investors, playing out in expected and actual earnings, is a feature of every earnings season, especially so in the United States, and it has always fascinated me.

Marketing 133

Marketing Valuation Profit and Loss Forecasting 133

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. But times have changed – which is why financial forecasting is more important than your annual budget. More than half (57%) are producing P&L forecasts more often than monthly. Watch Demo.

Forecasting 98

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

Future CFO

SEPTEMBER 7, 2023

Atradius has recently upgraded its global GDP growth forecast for 2023 to 2.4%, which is a slowdown from 2022 but a significant improvement on earlier predictions. In addition, the firm posted a global GDP growth forecast of 2.0% Emerging market economies (EMEs) will fare better, with forecast growth of 3.9% for 2024. “We

Forecasting 97

Forecasting Economics Numbers Banking 97

Musings on Markets

OCTOBER 4, 2023

That recovery notwithstanding, uncertainties about inflation and the economy remained unresolved, and those uncertainties became part of the market story in the third quarter of 2023. The Markets in the Third Quarter Coming off a year of rising rates in 2022, interest rates have continued to command center stage in 2023.

Marketing 120

Marketing Treasury Valuation Investments 120

VCFO

MARCH 4, 2022

Financial Forecasting Best Practices – 7 Tips for Success. Financial forecasts are critically important planning tools. In creating the forecast, research into the profitability of current operations and areas of potential expansion are essential to success. Prepare multiple forecast views. Begin with the end in mind.

Forecasting 85

Forecasting Planning Reconciliations Leadership 85

Centage

JANUARY 31, 2022

Is your business set up to handle these dynamic market conditions? Cash flow forecasting provides that much needed insight and is the most effective way to start future-proofing your business for the year ahead. Transform how you budget, forecast, analyze and report. Do you have the resources to adapt? Learn More.

Cash Flow Forecasting 98

Cash Flow Forecasting Financial Planning and Analysis (FP&A) Forecasting GAAP 98

The Finance Weekly

FEBRUARY 23, 2025

This issue hampers forecasting accuracy, risk management, and resource allocation. Without accurate insights, businesses struggle with forecasting, risk management, and resource allocation. This leads to better budgeting, more reliable forecasting, and stronger financial stability. Use past data to predict future performance.

Financial Planning and Analysis (FP&A) 52

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

Global Finance

JANUARY 2, 2025

We provide a very user-friendly tool where you just insert the numbers from the target and from the buyer, and you get a score indicating the likelihood of success. So dont wait until a crisis is at its peak and you incur losses, lose market share, lose customers. Every quarter it either met or exceeded analysts revenue forecasts.

Mergers and Acquisitions (M&A) 124

Mergers and Acquisitions (M&A) Finance Accounting Forecasting 124

Centage

APRIL 24, 2023

Finance teams that embrace digital transformation and recognize the value of moving to a modern FP&A solution are better equipped to adapt to market changes, take intelligent risks, and capitalize swiftly on new opportunities. Track and control costs. Use these insights to allocate your costs optimally, and ultimately drive profitability.

Financial Planning and Analysis (FP&A) 98

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

Fpanda Club

APRIL 18, 2022

Marketing teams, being among FP&A’s counterparties, are usually considered to be the most creative people in the company. To perform these functions marketing, as a discipline, possesses a wide range of tools and techniques that can be used to analyze data, verify hypotheses and communicate information.

Financial Planning and Analysis (FP&A) 130

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

CFO News Room

FEBRUARY 4, 2022

Friday’s report of 467,000 jobs added in January confounded Wall Street economists, some of whom expected a negative number due to the impact of the omicron Covid variant on the workforce. Traders in the futures market began to price in six interest rate hikes for this year, while many economists predict four or five.

Marketing 130

Marketing Healthcare Pharmaceutical Communication 130

Nerd's Eye View

JANUARY 3, 2024

The sentiment is especially poignant when it comes to economic forecasting, as it's nearly impossible to get an accurate picture of the current state of the economy at any given moment. Businesses are also feeling the pinch from higher interest rates, as November saw a rapid increase in the number of Chapter 11 commercial bankruptcies.

Economics 98

Economics Marketing Forecasting Valuation 98

Jedox Finance

JUNE 24, 2021

This also affects the go-to-market processes in particular for the marketing and sales functions. A company’s web presence, which is usually designed by marketing, is becoming an increasingly important component in the sales process. Where marketing and sales converge. The evolution of marketing data.

Sales 116

Sales Marketing Planning Technology 116

Centage

FEBRUARY 11, 2022

Your ability to provide expert guidance through your business budget and forecasting process will require you to have a deep understanding of your cash flow. Growth requires investments in people, capital spending, market expansion, mergers and acquisitions. How much can a CEO rely on the numbers in the forecast?

Financial Planning and Analysis (FP&A) 98

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

Future CFO

NOVEMBER 6, 2024

CFOs and the Finance team rode on the waves of these shifts in the market, putting talent management—re-skilling and up-skilling—on the priorities list to help finance professionals through transformation and change. The post Gearing up for 2025: How finance leaders will take the reign appeared first on FutureCFO.

Finance 96

Finance Healthcare Benchmarking Forecasting 96

CFO News Room

FEBRUARY 4, 2023

According to Dow Jones, the consensus forecast calls for 187,000 new nonfarm jobs in January, down from 223,000 that were created in December. But economists say it’s not clear how much of that will show up in the labor numbers. “The market is so desperate to find in anything a reason that the Fed is going to pivot. .

Forecasting 130

Forecasting Education Numbers Marketing 130

CFO Talks

NOVEMBER 21, 2024

The ability to analyze numbers and translate them into actionable strategies has always intrigued me. Early in my career, I realized that finance is not just about managing numbers—it’s about empowering organizations to make informed decisions, optimize resources, and achieve long-term goals.

CFO 98

CFO Leadership Communication Problem Solving 98

The Finance Weekly

OCTOBER 29, 2024

Financial models are essential for organizations, helping forecast financial performance using historical data and future projections. This practice allows businesses, investors, and finance professionals to evaluate investment opportunities, assess risks, forecast future scenarios, and support strategic decision-making.

Financial Modeling 52

Financial Modeling Mergers and Acquisitions (M&A) Budgeting Forecasting 52

Future CFO

FEBRUARY 16, 2025

With market volatility, digital disruption, and regulatory uncertainty appearing to be the norm rather than the exception in 2025, finance leaders will be hard-pressed to accelerate transformation initiatives and get them up and running quickly. Moreover, the importance of storytelling in data intelligence cannot be overstated.

Finance 64

Finance Forecasting CFO Compliance 64

Musings on Markets

JULY 17, 2023

I am not a market prognosticator for a simple reason. I am just not good at it, and the first six months of 2023 illustrate why market timing is often the impossible dream, something that every investor aspires to be successful at, but very few succeed on a consistent basis.

Marketing 98

Marketing Treasury Currencies Valuation 98

Barry Ritholtz

MAY 6, 2024

Much of it reflects the bad ideas and numbers, and worse advice, that float around Wall Street. You probably have a good idea how things turned out: At the end of 1998, the Dow was at 9,181, just 37 points off the forecast. Those two young men in Chicago in 1974 had made one of the most spectacular market calls in history.”

Forecasting 116

Forecasting Investments Numbers Marketing 116

CFO Talks

NOVEMBER 27, 2024

Achieving this requires more than crunching numbers; it demands insight, context, and actionable recommendations. When the leadership team is debating market expansion, their primary concern is not the minutiae of last quarter’s overheads but whether the new market is profitable and sustainable. Visual aids are invaluable here.

Cash Flow Forecasting 52

Cash Flow Forecasting Leadership CFO Benchmarking 52

Collectiv

JANUARY 24, 2025

For example, automate a variance analysis report or create a simple budget forecasting dashboard to save time and improve accuracy. Imagine your team accessing the same reliable data for budget planning, forecasting, and reportingno more version control nightmares. Automation does double duty: It saves time and increases accuracy.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

JUNE 22, 2022

To top it all off, the current market downturn and continued inflation is putting additional strains on companies’ forecasting and planning efforts. This is causing them to miss out on in-depth, long term engagement with existing customers, as well as the inability to increase the number of customers they are able to take on.

Financial Planning and Analysis (FP&A) 105

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

CFO News Room

NOVEMBER 4, 2022

Twilio — Twilio’s stock plunged nearly 36%, a day after the company issued a weaker-than-expected sales forecast. On Friday, Cowen downgraded the communication tools company to market perform from outperform, citing deteriorating macro trends. PayPal — PayPal slid 5% after lowering its annual revenue growth forecast.

Profit and Loss 130

Profit and Loss Forecasting Sales Economics 130

CFO Talks

MARCH 27, 2025

Youre no longer just the person who signs off on the numbers or keeps costs in check. That only changes when you shift your role from number person to strategic partner. Markets are shifting faster than ever. Stop Playing Defense – Start Driving the Business Forward Lets be honest, being a CFO isnt what it used to be.

Leadership 52

Leadership CFO Finance Numbers 52

CFO News Room

DECEMBER 4, 2022

Economists forecast the unemployment rate was steady at 3.7%, and average wage growth slowed to 0.3% ET, and is in special focus since the Federal Reserve has been concerned that the hot labor market and rising wages have been helping fuel inflation. economist, forecasts that an above consensus 225,000 jobs were added in November.

Forecasting 130

Forecasting Retail Construction Numbers 130

CFO News Room

JANUARY 16, 2023

For that reason, the inflation number has become a major event for financial markets, and now some traders are betting it will show inflation slowing even more than economists forecast. “The market is looking at it as glass half full. Market expectations are just 20% for a 50 basis point hike.

Forecasting 130

Forecasting Marketing Banking Numbers 130

CFO News Room

JANUARY 27, 2023

The company also forecasted a loss for the current quarter. Silvergate Capital — The crypto-focused bank slid more than 22% after it suspended dividend payments on its Series A preferred stock, in an effort to preserve capital as it navigates recent crypto market volatility. per share, according to Refinitiv.

Profit and Loss 130

Profit and Loss Forecasting Manufacturing Marketing 130

CFO Thought Leader

DECEMBER 10, 2024

During this period, Splunk navigated a complex transition from on-premise software to cloud-based solutions, forcing the team to reevaluate pricing, infrastructure, and market strategies. Predictability means setting realistic forecasts, tightening pipeline management, and increasing confidence in decision-making.

CFO 52

CFO Leadership Prioritization Auditing 52

Centage

SEPTEMBER 13, 2022

With this information, you can make critical strategic decisions, such as how much to spend on a major marketing campaign or whether to expand into a new market. During turbulent times, your business can forecast and do scenario planning for the future with our forecasting and scenario planning tools at Centage.

Financial Planning and Analysis (FP&A) 98

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