Accounting, Budgeting, Communication and Financial Analysis

The Best Practices to Create Operating Budget

Spreadym

AUGUST 8, 2023

An operating budget is a financial plan that outlines the projected revenues and expenses of an organization or business for a specific period, typically a fiscal year. It serves as a detailed guide for managing day-to-day operations, allocating resources, and achieving financial goals.

Budgeting

Budgeting Prioritization Profit and Loss Construction

How to Find the Best FP&A Candidates for Your Team

Spreadym

OCTOBER 3, 2023

Financial Planning and Analysis (FP&A) candidates are professionals who specialize in financial planning, budgeting, forecasting, and analysis within an organization. They play a critical role in helping companies make informed financial decisions and allocate resources effectively.

Financial Planning and Analysis (FP&A)

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

Finance vs. Accounting

CFO Simplified

DECEMBER 12, 2021

The terms “finance” and “accounting” are often used interchangeably. There are, however, very real differences between finance and accounting. While many business owners look for a CFO to bolster their existing accounting team, here at CFO Simplified, we consider that a CFO would be categorized squarely in the finance category.

Accounting

Accounting Finance Cash Flow Forecasting CFO

Webinars

Elevating Accounting Practices: The Power of Outsourcing and Automation in the Digital Age

MORE WEBINARS

Where Can FP&A Career Path Take You?

Fpanda Club

SEPTEMBER 2, 2021

The list of typical FP&A activities usually includes planning, budgeting, forecasting, analysis, management reporting and performance management. Budgeting is a type of short-term planning whose goal is to transform strategic objectives into an operational plan by allocating available resources.

Financial Planning and Analysis (FP&A)

Financial Planning and Analysis (FP&A) Corporate Finance Communication Budgeting

From Controller to CFO: What Changes?

CFO Talks

MARCH 20, 2024

Think of a Controller as the head of getting day-to-day money matters right, like making sure every penny is accounted for and reports are spot-on. It’s about making plans for the company’s financial future and finding ways to make the business better. Budgeting: The Controller gathers info and puts the budget together.

CFO

CFO Accounts Payable Financial Analysis Auditing

Limiting Capabilities Due to Excel Formula Learning Curves for Businesses

Centage

JANUARY 3, 2023

Businesses across industries use spreadsheet formulas daily to accomplish a diverse task range, from cost accounting to bookkeeping to project management. Planning Maestro allows you to make decisions more confidently and faster through streamlined financial planning. Although Excel is useful for some tasks, it has limitations.

Financial Planning and Analysis (FP&A)

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

What is Financial Planning and Analysis (FP&A)?

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? The primary objectives of FP&A.

Financial Planning and Analysis (FP&A)

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

Comprehensive Guide to FP&A Salaries

The Finance Weekly

AUGUST 5, 2023

Financial Planning and Analysis (FP&A) involve a range of activities, including planning, forecasting, budgeting, and analytical tasks, all of which are vital in providing essential support for a company's major business decisions and overall financial well-being.

Financial Planning and Analysis (FP&A)

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

From Necessary Evil to Mission Fuel: The Strategic Role of Nonprofit Financial Statements

The Charity CFO

JUNE 7, 2023

Statement of Activities Financial Uses Assessing Revenue Sources : Analyze the various revenue sources of a nonprofit, such as donations, grants, program fees, and investment income. This information is crucial for financial planning, budgeting, and identifying potential areas of revenue growth. accounts payable, loans).

Nonprofit

Nonprofit Accounts Payable Budgeting Strategic Planning

How to Earn Big as a CFO?

The Finance Weekly

JANUARY 22, 2024

CFOs need strong finance and accounting skills, along with years of experience, to find ways to enhance the organization's financial well-being. The CFO may work with the finance and accounting team to predict the effects of different operational decisions. Resolve accounting and finance problems.

CFO

CFO Education Communication Leadership

Real Advice for Transitioning Into Finance Leadership

Collectiv

JANUARY 17, 2023

I was thrilled to chat with Melissa because of our similar crazy career paths…we both started in accounting roles and later became CFOs. Before making the transition from an accounting role to a finance leadership role, it’s important to assess why you want to make this career pivot. Improving Communication Skills. Be observant.

Leadership

Leadership Finance Communication CFO

6 Power BI Report Examples That Will Make You Ditch Excel

Collectiv

OCTOBER 17, 2022

Some of the most popular use cases include sales reporting, financial analysis, web and social media traffic analytics, inventory management, and time-tracking, but really…the list goes on and on. Financial Analysis Report in Power BI. Financial analysis reports in Power BI go beyond simple number-crunching.

Financial Planning and Analysis (FP&A)

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

6 Power BI Dashboard Examples That Will Make You Ditch Excel

Collectiv

OCTOBER 17, 2022

Some of the most popular use cases include sales reporting, financial analysis, web and social media traffic analytics, inventory management, and time-tracking, but really…the list goes on and on. Financial Analysis Report in Power BI. Financial analysis reports in Power BI go beyond simple number-crunching.

Financial Planning and Analysis (FP&A)

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

Automated and Data Driven Financial Planning Hasn’t Reached its Full Potential

The Finance Weekly

APRIL 5, 2022

A big part of these changes is increased communication between technology teams and other business departments. However, one department seems to lag behind when it comes to communication procedures: the finance department. For finance teams this is more true than ever, and the recent market volatility has exasperated this issue.

Financial Planning and Analysis (FP&A)

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

The best software for financial close and overview of the process

Spreadym

JULY 10, 2023

The financial close process, also known as the accounting close process or month-end close, is a series of steps undertaken by an organization to finalize its financial records for a specific accounting period. These entries correct errors, allocate costs, or reclassify transactions to the appropriate accounts.

Financial Planning and Analysis (FP&A)

Financial Planning and Analysis (FP&A) Reconciliations Accounts Payable General Ledger

What to Expect When You Hire an Outsourced CFO

CFO Share

APRIL 1, 2024

On the surface, an outsourced CFO manages all financial affairs and collaborates with you on business strategy. Outsourced CFO duties include: Financial analysis and strategic planning. Publishing monthly financial packages. Exceptional communication everyone understands, not just accountants.

CFO

CFO Profit and Loss Forecasting Strategic Planning

Beyond the Basics: 7 Key Focus Areas for New CFOs

CFO Talks

MARCH 14, 2024

We emphasized the importance of communication, setting priorities, and the initial avoidance of hasty decisions. This involves regular communication, mutual respect for expertise, and an open-door policy for discussing challenges and opportunities.

Prioritization

Prioritization CFO Leverage Risk Management

What Controllers Can Do to Help Leverage FP&A Solutions

The Finance Weekly

OCTOBER 13, 2021

CPM involves a greater emphasis on improving communication and business strategies within a company. CPM software includes budgeting, forecasting and planning functions, as well as graphical scorecards and dashboards to deliver and to display corporate information. CPM is a way to ensure business strategies get executed.

Financial Planning and Analysis (FP&A)

Financial Planning and Analysis (FP&A) Leverage Communication Strategic Planning

Elevating tomorrow’s finance leaders today

Future CFO

AUGUST 30, 2021

According to Payscale.com , skills such as leadership, and financial reporting and strategic planning, won’t elevate your take-home pay much. These days, strong computer skills, as are advanced knowledge of accounting, budgeting, and finances. But these are table stakes of the profession. An MBA or CPA is also highly desirable.

Financial Planning and Analysis (FP&A)

Financial Planning and Analysis (FP&A) Finance CFO Problem Solving

3 Steps to Kickstart Your Business

CFO Simplified

JANUARY 9, 2022

Financial Review. Banks do not know how your specific business has been affected, therefore communication is key. Examine your open Accounts Receivable. Contact each of your open accounts. Assure that they’re as strong financially as they were when you first started working with them. . Reexamine your budget.

Cash Flow Forecasting

Cash Flow Forecasting Strategic Planning CFO Budgeting

Mapping Out Successful FP&A Management In the Face of Adversity

The Finance Weekly

JANUARY 31, 2022

Therefore, if you have all the necessary skills and talent, but you don’t have a strong personal brand within your organization, your management and colleagues will not perceive you as a value creator and treat you as a more analytical person limited to financial analysis and reporting.

Financial Planning and Analysis (FP&A)

Financial Planning and Analysis (FP&A) Leadership IFRS Budgeting

The Best Power BI Visuals for Financial Reporting

Collectiv

NOVEMBER 16, 2021

The most valuable indicators of the financial health and position of an organization are the metrics that are tracked in financial statements—Balance Sheets, Profit and Loss Statements, Cash Flow Statements, Account Receivables, and more. Highlighting budget changes on a certain project. Line Chart.

Financial Reporting

Financial Reporting Profit and Loss Budgeting Analyzing Data

Digital Transformation in Finance: How to Drive the Process

Spreadym

JULY 21, 2023

This enables better risk assessment, personalized marketing, and improved decision-making for investment strategies Cloud Computing : Moving financial operations and data storage to the cloud, allowing for scalability, cost-effectiveness, and enhanced collaboration. Use data and financial analysis to support the case.

Finance

Finance Prioritization Compliance Leverage

Keys to bridging the talent gap in FP&A

Future CFO

JULY 15, 2020

It requires professionals to forecast a company’s financials using an intimate understanding of the organization’s historical performance and the key assumptions and trends that will shape its future. It is one reason Goh seeks professionals outside of the traditional accounting field, because “you do not know what you do not know.”.

Financial Planning and Analysis (FP&A)

Financial Planning and Analysis (FP&A) Education Finance Manufacturing

AIs Impact on Corporate Finance

The Finance Weekly

JULY 31, 2023

Artificial Intelligence (AI) is gradually revolutionizing various industries, including the field of accounting and finance. They highlighted how AI technology is transforming the way finance and accounting teams work with data and make decisions. Nicholas Boucher, a Finance Leader and Educator also participated in the webinar.

Corporate Finance

Corporate Finance Finance Leverage Accounts Payable

Corporate Finance Brief

The Best Practices to Create Operating Budget

How to Find the Best FP&A Candidates for Your Team

Webinars

Trending Sources

Finance vs. Accounting

Webinars

Where Can FP&A Career Path Take You?

From Controller to CFO: What Changes?

Limiting Capabilities Due to Excel Formula Learning Curves for Businesses

What is Financial Planning and Analysis (FP&A)?

Comprehensive Guide to FP&A Salaries

From Necessary Evil to Mission Fuel: The Strategic Role of Nonprofit Financial Statements

How to Earn Big as a CFO?

Real Advice for Transitioning Into Finance Leadership

6 Power BI Report Examples That Will Make You Ditch Excel

6 Power BI Dashboard Examples That Will Make You Ditch Excel

Automated and Data Driven Financial Planning Hasn’t Reached its Full Potential

The best software for financial close and overview of the process

What to Expect When You Hire an Outsourced CFO

Beyond the Basics: 7 Key Focus Areas for New CFOs

What Controllers Can Do to Help Leverage FP&A Solutions

Elevating tomorrow’s finance leaders today

3 Steps to Kickstart Your Business

Mapping Out Successful FP&A Management In the Face of Adversity

The Best Power BI Visuals for Financial Reporting

Digital Transformation in Finance: How to Drive the Process

Keys to bridging the talent gap in FP&A

AIs Impact on Corporate Finance

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