CEOs trim hiring plans
CFO Dive
SEPTEMBER 14, 2023
companies forecast that the economy will grow 2.1% CEOs at many of the biggest U.S. this year, according to the Business Roundtable.
Reduced pricing plan sees Wise shares slump despite profit surge
CFO Dive
JUNE 13, 2024
The fintech plans to continue its strategy of reducing prices for its customers, which is reflected in its forecast, interim CFO Kingsley Kemish said.
Planning 
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Predictive Forecasting
Jedox Finance
MARCH 17, 2022
Although it is nearly impossible to predict the future, forecasting future market development and customer needs is an essential component of corporate strategy and planning. Predictive forecasting can help guide a company in growing more profitably and respond quickly to changes. What is Predictive Forecasting?
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From Start to Scale: Driving Growth Through Seamless Payments Implementation
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Profit in the Details: Rethinking Spend for Monumental Impact
Fall In Love With the Month-End Close
Modern FP&A for Healthcare: The Key to Precise Planning & Forecasting
Centage
APRIL 24, 2023
The Shift to Modern FP&A Unprecedented cost pressures, along with regulatory and reimbursement issues and diverse revenue sources, all add complexity to the budgeting and planning process for healthcare organizations. Generate detailed personnel plans. Create precise income plans based on accurate historical data.
The Benefits of Automating Forecasting Processes
Centage
JUNE 28, 2023
When it comes to automation, what’s particularly beneficial is the way technology can automate how financial data flows through models and forecasts, freeing financial teams from the manual labor of attempting to create forecasts via spreadsheets. Accurate measurements also allow businesses to engage in scenario modeling.
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5 Keys to Accurate Cash Flow Forecasting
CFO Selections
AUGUST 20, 2024
Running out of cash is not only a sign of poor planning, but it's also one of the biggest reasons that businesses fail. Forecasting your company's cash flow can be tricky because of the many variables that determine how much cash you will need for operations versus the amount available.
Using Cash Flow Forecasting to Withstand the Downturn
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.
4 CFO scenarios – and fixes – for inflation
CFO Dive
FEBRUARY 11, 2022
Many economists, including those at the Federal Reserve, botched their forecasts for price gains last year. CFOs can avoid losses from flawed inflation projections through scenario planning.
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5 Tips to Recession Proof Your Business Budget & Financial Forecast
Centage
NOVEMBER 28, 2022
With proper budgeting and forecasting, just about any business can protect itself against recession. Revisit Your Forecast Assumptions. Speaking of assumptions, revisiting your forecasted beliefs is crucial to surviving the downturn that’s likely to come. Use Actuals for Your Forecast.
“Nobody Knows Anything,” Wall Street Strategist Edition
Barry Ritholtz
JANUARY 2, 2025
It is especially true for strategists and forecasters at large brokers and banks. Consider this December 29, 2024, year-end review in Bloomberg : “By this time last year, the stock markets rally had blown past even the most optimistic targets, and Wall Street forecasters were convinced it couldnt keep up the dizzying pace.
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6 Reasons to Hate Budget and Annual Planning Processes
Fpanda Club
MAY 17, 2022
Budget and annual planning cycle - these words can make many people tremble. Aimed at determining firm’s short-term objectives and transforming them into operational plan by allocating available resources, annual planning exercise is mostly considered by its stakeholders to be a curse rather than a savior. Too much game playing.
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The Ins and Outs of Budgeting and Planning Drivers
Centage
AUGUST 15, 2022
In the current economic climate, proper financial planning and management are more essential than ever before. With that in mind, many businesses are turning to budgeting and planning drivers as a way of obtaining more accurate information. Managers can then run scenarios with the drivers to improve long-term strategic planning.
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Five Ways Modern FP&A Can Dramatically Improve Your Budgeting and Forecasting
Centage
JUNE 20, 2023
These solutions create and support a budgeting and forecasting process that is more efficient with shared ownership that reduces risk and uncertainty. Improved Forecasting It’s difficult to create a good forecast if the data behind it is shaky or out of date. One such system is a modern FP&A solution.
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3 Levels of Stress Testing Your 2023 Financial Plan
Centage
DECEMBER 21, 2022
The Value of Stress Testing Your Financial Plan. As we approach the end of the fiscal year and begin a new one, business leaders have an overriding concern: How accurate are the assumptions we made when we created our plan? All plans, to a certain extent, are based on assumptions. Scenario Planning and Goal Alignment.
The Power of Accurate Personnel Planning in Times of Uncertainty
Centage
MARCH 14, 2023
If companies want to succeed, they need to craft their personnel planning with care, ensuring their choices hold up to close scrutiny from upper management and investors. The Importance of Workforce Planning Companies often confuse strategic workforce planning with more general annual resource planning.
How Different Monte Carlo Models Perform In The Real World: Assessing Quality Of Predictiveness In Retirement Income Forecasting Models
Nerd's Eye View
APRIL 12, 2023
When planning for retirement, it’s effectively impossible to precisely forecast the performance and timing of future investment returns, which in turn makes it challenging to accurately predict a plan’s success or failure.
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When to Use a ‘Decision Tree’ for Business Planning
CFO Selections
MARCH 4, 2024
The “branches” off each decision alternative that result use data analysis to forecast the most likely outcome of each decision. A decision tree is a critical part of strategic planning because it allows decision makers to analyze the effects of a significant change throughout different areas of the business.
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Falling Short – The Limitations of Using Spreadsheets for Modern Budgeting and Planning
Centage
AUGUST 8, 2023
Worse, when your company is ready to migrate to a new financial model, like rolling forecasts and scenario planning , or report on company performance, Excel may hold you back from making the leap to move your company forward. Moving to a rolling forecast while using spreadsheets could mean revamping or recreating your existing system.
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Beyond Budget Season: Continuous Financial Planning for Success
Centage
AUGUST 29, 2023
They should forecast and plan for them all year long. By adopting continuous financial planning, financial pros can do better at keeping costs in line, managing investments, taking advantage of opportunities, and reducing the risk of threats. Continuous financial planning is more advantageous to companies for several reasons.
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Difference between Sales Planning and Revenue Planning
The Finance Weekly
MAY 5, 2024
The salesperson usually dives into your life - asking about your family size, daily routine, and more to understand how you plan to use the car. That's where sales and revenue planning, along with the game-changing concept of Revenue Operations (RevOps), come in. What is Sales Planning?
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2023 and Beyond: Budgeting & Planning with QuickBooks Online Advanced to Manage Through Constant Change
Centage
DECEMBER 7, 2022
the maker of QuickBooks Online Advanced, to bring automated budgeting, forecasting, reporting and analytics capabilities to QuickBooks Online Advanced customers and mid-market organizations looking for more robust and streamlined budgeting capabilities. Key Priorities & Requirements for Finance in 2023. Seamless Integration.
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What is Long Range Planning and How Can it Help Your Growth?
The Finance Weekly
JULY 14, 2024
Are you planning for a Saturday night? How about, planning to buy a house in the next five years? That’s exactly how Long-range Planning (LRP) works – not only for individuals but for businesses as well. Given the current volatility in markets and global economies, long-range planning can indeed seem daunting.
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2023 Financial Planning: The Importance of the Budget vs. Actual Statement During Times of Change
Centage
JANUARY 17, 2023
Between a volatile stock market, high interest rates, supply chain issues, inflation, and a possible recession, having a solid financial planning process in place is an important piece of sustaining your business through challenging times. Today’s business leaders are facing unprecedented uncertainty. Was it a salesmanship issue?
Nail Your 2025 Forecast: 5 Ways to Align Sales and Budgeting
Focus CFO
NOVEMBER 22, 2024
Heading into 2025, accurate sales forecasting is more critical than ever. Here are five key ways to align your sales forecasting and budgeting processes for success in the year ahead. Here are five key ways to align your sales forecasting and budgeting processes for success in the year ahead.
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How to do Budget Forecasting: Techniques, Top Tools, and Template
Lime Light
DECEMBER 20, 2024
To do this effectively, organizations employ an essential financial planning technique known as budget forecasting. It is a traditional practice for companies to project estimates and expectations for a new fiscal year.
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The Essential Nature of Strategic Financial Planning for Tech Startups
CFO Plans
DECEMBER 23, 2024
In the fast-paced world of tech startups, strategic financial planning isn’t just beneficialit’s crucial. Start Your Financial Transformation Today with expert guidance from CFO Plans. This planning involves exploring various tech startup funding strategies , from venture capital and angel investors to crowdfunding.
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FP&A is a Swiss multi-tool in a pocket of a management team
Fpanda Club
APRIL 25, 2024
Blade = Budgeting Budgeting is one of the core FP&A planning activities the goal of which is to transform strategic objectives into operational plan by slicing and allocating available resources. Both planning for risks and problem-solving skills contribute to elaboration of action plans of how to deal with emergencies.
Why Do I Need ERP If My System Already Works?
Navigator SAP
MARCH 11, 2022
Enterprise resource planning (ERP) solutions have been around for decades, so you likely have a sense of what they can do. Your business profitability is hindered when you can’t accurately forecast supply and demand. If your business is doing well, you probably do pretty well in these areas. Why change what isn’t broken?
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How Much Does Having The ‘Right’ Capital Market Assumptions Matter In Retirement Planning?
Nerd's Eye View
DECEMBER 11, 2024
Advisors want to help clients set a secure, reliable retirement plan, yet even the most comprehensive assumptions will inevitably deviate from reality at least to some degree. The good news is that CMAs can still provide a range of realistic spending limits, and, even better, most financial plans are not static one-and-done roadmaps.
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ERP for Finance
Navigator SAP
JUNE 28, 2022
There are several ways companies can apply enterprise resource planning (ERP) tools that help streamline procurement, compliance, supply chain efficiency, and financial operations. ERP software links processes, allowing decision makers to plan, budget, forecast, and report on company activities with high accuracy.
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Sales Performance Management: Connecting the dots to xP&A
Jedox Finance
SEPTEMBER 29, 2021
While that wouldn’t make much sense these days, think about revenue planning, data, and processes. Sales Performance Management (SPM) is a unified approach to analyze, plan, and optimize sales processes withing an organization. In this eBook about 360° Planning you can learn more about the shift to xP&A.
Forecasting Tools, choosing the Right Fit for Your Business
CFO Talks
OCTOBER 23, 2024
Forecasting Tools, choosing the Right Fit for Your Business As a CFO, you know that forecasting is crucial to business success. Whether you’re anticipating future cash flows, preparing for market shifts, or managing your company’s resources, having the right forecasting tool can make all the difference.
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8 Most Common Myths Surrounding FP&A
Fpanda Club
APRIL 11, 2021
This article explores the most common myths surrounding the financial planning and analysis function, its key activities and outputs which many FP&A stakeholders believe in. Forecasts should be as accurate as possible. Forecasts should be as accurate as possible. HOW TO DEAL WITH.
Maximize Growth and Profitability Through Strategic Budget Planning
E78 Partners
SEPTEMBER 9, 2024
Under these pressures, one aspect often underestimated is the power of strategic budget planning. For executives in portfolio companies, understanding the nuances of effective budget planning is crucial. A tailored budget plan can empower private equity-backed companies to meet and exceed their financial objectives.
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50 Shades of FP&A Maturity
Fpanda Club
MARCH 28, 2021
This article describes the FP&A maturity assessment model focused on major tasks of the function (strategic planning and budgeting, forecasting, analytics, management reporting, performance management and decision support) and built around 3 key areas – processes, tools/systems and people.
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Tapestry, WeWork, Rivian and others
CFO News Room
NOVEMBER 10, 2022
Check out the companies making headlines before the bell: Tapestry (TPR) – The company behind the Coach and Kate Spade brands beat top and bottom line estimates for its latest quarter, but cut its full-year forecast for the impact of the strong U.S. WeWork also plans to exit about 40 underperforming locations this month.
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What is the difference between ERP and WMS?
Navigator SAP
FEBRUARY 5, 2022
Effective management requires labor optimization, automation, and operational flexibility to forecast and adapt to fluctuations. This is the stage in a company’s development when an enterprise resource planning (ERP) system or a warehouse management system (WMS) is often implemented. But what is the difference between ERP and WMS?
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Where Can FP&A Career Path Take You?
Fpanda Club
SEPTEMBER 2, 2021
This relates to FP&A which stands for financial planning and analysis. Typical FP&A activities and responsibilities Financial planning and analysis is one of the pillars of the modern finance function. Planning relates to determining the company’s short-term (1-year) and long-term (3-5 years) objectives.
DraftKings, Cinemark, Hershey and more
CFO News Room
NOVEMBER 5, 2022
in premarket trading despite reporting a smaller-than-expected quarterly loss and revenue that topped Wall Street forecasts. in premarket action after a weaker-than-expected sales forecast. in premarket trading, even as it reported a wider-than-expected loss and revenue that fell short of analyst forecasts. Warner Bros.
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Everything You Wanted to Know about FP&A Best Practices
Fpanda Club
MARCH 1, 2021
Being an emerging discipline within finance function, financial planning and analysis encompasses its own processes, tools, techniques and skills which should be optimized to meet constantly growing needs, requirements and responsibilities. APQC’s Open Standards Benchmarking® Performance Assessment in Planning and Management Accounting 3.
The impact of AI on financial forecasting and budgeting
Jedox Finance
DECEMBER 5, 2024
In this article, we’ll explore the role of AI in budgeting and forecasting. Discover how AI tools equip financial planning & analysis (FP&A) teams with the critical insights needed to guide [.]
Under Armour, Robinhood, Peloton, Lincoln National and more
CFO News Room
NOVEMBER 3, 2022
after the company reported better-than-expected earnings for its latest quarter, along with revenue that was roughly in line with Wall Street forecasts. Analysts surveyed by Refinitiv forecast earnings of 11 cents per share on revenue of $456 million. Under Armour — Shares of the athletic apparel maker jumped 11.6% per share loss.
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Budget 2022: Govt’s higher market borrowing plan makes bond market jittery
CFO News Room
FEBRUARY 5, 2022
The government will borrow Rs 14.95 lakh crore from the market, while net borrowing will be at Rs 11.2 lakh crore to bridge the fiscal deficit gap. By Manish M Suvarna. Bond yields touched a 30-month high on Tuesday after the government announced a higher-than-expected gross market borrowing of Rs 14.95
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Generative AI is a game changer
Future CFO
JUNE 24, 2024
It took me years to be skilled in financial planning and analysis. The budget and forecast should reflect the Company’s plans, visions, expectations and educated guesses on the market trends. The budget and forecast should reflect the Company’s plans, visions, expectations and educated guesses on the market trends.
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