The Finance Weekly

OCTOBER 8, 2023

Today, small businesses can use software to enter their income and expenses, , set financial goals , and monitor their progress instantly. Some software can even integrate with accounting systems to further streamline financial management. You can create models using variables and plain-English formulas, saving time and effort.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

JANUARY 21, 2024

When you’re making small-talk with someone who isn’t in finance or accounting about how work is going, and they answer with “busy,” do you ever question how hard it really is? They have a five person accounting team who spend an unwieldy amount of time dumping data from NetSuite into Excel. All involving Excel data manipulation.

Financial Planning and Analysis (FP&A) 40

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

CFO News Room

NOVEMBER 16, 2022

In the second post, I pointed to inconsistencies in how accountants classify operating, capital and financing expenses , and the consequences for reported accounting numbers. In the first session of my valuation class, I pose a question, “What comes more naturally to you, telling a story or working with numbers?”

Marketing 130

Marketing Valuation Advertising Numbers 130

Musings on Markets

NOVEMBER 15, 2022

In the second post, I pointed to inconsistencies in how accountants classify operating, capital and financing expenses , and the consequences for reported accounting numbers. Facebook, I argued, is a corporate autocracy, with Mark Zuckerberg at its helm.

Valuation 90

Valuation Advertising Numbers Investments 90

Fpanda Club

APRIL 11, 2021

Whether in a startup or in a well-known corporation, it is hard for FP&A practitioners to avoid building financial models of these 3 basic financial statements. Storytelling to be able to explain what is covered behind the numbers. HOW TO DEAL WITH. FP&A analysts are robots with no emotions.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Forecasting Budgeting Financial Modeling 130

BlueLight

MAY 1, 2020

Early-stage startup: Focused on finding product market fit, limited financial information to work with. The CEO outsources accounting to a third-party accounting firm and may conduct simple FP&A. The Controller is responsible for accounting and financial reporting. Source: Vena Solutions What is FP&A?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Strategic Planning Startups 52

Fpanda Club

APRIL 18, 2022

To become better business partners FP&A practitioners should be creative, but it is not an easy task with a financial mindset traditionally focused on numbers, correct calculations and cause-and-effect relationship. Therefore, this tool can be used to develop or improve FP&A outputs keeping end-users in mind.

Financial Planning and Analysis (FP&A) 130

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

CFO News Room

DECEMBER 22, 2022

If there is a lesson be learnt from the last few years of market mayhem, it is that far too many investors, professional as well as retail, seem to have lost their moorings (or never had them in the first place), when it comes to the basics of accounting, finance and statistics.

Marketing 130

Marketing Corporate Finance Valuation Finance 130

BlueLight

AUGUST 21, 2020

Their expertise ranged from seed stage start-ups, where the CEO also served as the in-house finance leader, to growth stage companies where an in-house CFO monitored the entity’s current and future financial health. While at PWC I started writing business plans and creating financial models for startups. Accounting ?—?Many

Planning 52

Planning Marketing Startups CFO 52

Future CFO

OCTOBER 20, 2021

I started to like numbers and did very well in Math. This made me decide to pursue my education in accounting. After graduation, I started my career in finance at Arthur Anderson as an auditor and became a Certified Public Accountant (CPA). Then I spent three years with Chevron as a regional finance and accounting implementer.

CFO 52

CFO Leadership Finance Problem Solving 52

Jedox Finance

JUNE 14, 2023

By acknowledging and quantifying uncertainty, organizations can make informed decisions that account for a wide range of possibilities. Instead, seek the most appropriate distribution pattern for each data source and apply heuristic judgment around forecasted numbers.

Financial Planning and Analysis (FP&A) 52

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

Musings on Markets

DECEMBER 21, 2022

Pre-game Prep If there is a lesson be learnt from the last few years of market mayhem, it is that far too many investors, professional as well as retail, seem to have lost their moorings (or never had them in the first place), when it comes to the basics of accounting, finance and statistics.

Corporate Finance 89

Corporate Finance Valuation Finance Financial Analysis 89

FPA Insider

DECEMBER 22, 2019

Excel is the ultimate tool for financial analysis- you can do so much on the platform given its adaptable and dynamic nature. Oftentimes, even numbers that are managed outside of the platform are exported into the software and manipulated on it. With automated databasing, employees benefit from comprehensive and error-free numbers.

Forecasting 52

Forecasting Strategic Planning Financial Analysis Planning 52

Future CFO

AUGUST 3, 2021

The pandemic gave new meaning to financial agility. It became vital as companies pivoted, recalibrated their financial models, and looked to withstand market shocks. For financial leaders, this shift in meaning created challenges. As a result, every company sought financial clarity.

Finance 52

Finance Forecasting Financial Modeling Accounts Payable 52

The Finance Weekly

AUGUST 30, 2022

After taking all of these unique considerations for small businesses into account, our team at The Finance Weekly has compiled a list of the 5 best FP&A solutions for small businesses. 3 Jedox Jedox comes in at number 3 but has many great qualities that help it rank as a great overall solution. Unique Solution Pricing.

Financial Planning and Analysis (FP&A) 95

Financial Planning and Analysis (FP&A) Budgeting Analyzing Data Startups 95

CFO Talks

MARCH 14, 2024

The CFO can lead initiatives to implement systems that provide a unified view of the organization’s performance, making it easier for all departments to align their actions with the company’s financial and strategic objectives. Building Flexible Financial Models: The ability to quickly adapt to changes is a competitive advantage.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Adam Kae

SEPTEMBER 24, 2020

It's another story to actually understand what the numbers mean! A CFO can take those numbers and provide solutions to issues and forecast better financial scenarios. We build custom financial models to find the best strategies for your current situation. Healthcare-Specific Growth Models. Risk Assessment.

Healthcare 52

Healthcare CFO Profit and Loss Forecasting 52

Future CFO

JUNE 13, 2022

Editor’s note: Finance executives could no longer succeed by focusing simply on numbers. I graduated from the National University of Singapore with a Bachelor in Accountancy degree and pursued an ACCA qualification while working for the Public Utilities Board. Grace Lim, CFO, KK Women's & Children's Hospital.

Healthcare 52

Healthcare CFO Leadership Finance 52

The Charity CFO

APRIL 15, 2022

During the “Great Recession,” nonprofits have lost their accountants and financial directors at record rates. At the same time, hundreds of nonprofits are waking up to realize that the financial structure they’ve always relied on doesn’t work as well any more. So why do accountants leave nonprofit organizations?

Nonprofit 52

Nonprofit Accounting CFO Problem Solving 52

The Finance Weekly

AUGUST 30, 2022

After taking all of these unique considerations for small businesses into account, our team at The Finance Weekly has compiled a list of the 5 best FP&A solutions for small businesses. 3 Jedox Jedox comes in at number 3 but has many great qualities that help it rank as a great overall solution. Unique Solution Pricing.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Startups Budgeting Analyzing Data 52

Boston Startup CFO

JULY 10, 2016

It is not just about building a fully integrated financial model and making a financial decision based on whether or not the output cell is green or red. However, CallFire has reached a level of scale where not only did functions such as FP&A, accounting, treasury, etc. Learn the business, not just the numbers.

CFO 52

CFO Startups Communication Financial Modeling 52

BlueLight

JUNE 5, 2020

It allows the board members to get a feel for who the executive team is and these executives will feel more accountable. The founder should also manage the number of people in the room. These could be VP of sales, product, engineering, commercial, etc. Lastly is to maintain a healthy board environment.

Startups 52

Startups Technology Investments Finance 52

Centage

OCTOBER 3, 2022

This accessible program can accomplish various tasks, such as financial forecasting and budgeting. Excel is an easy-to-use platform for inputting numbers and getting results with simple formulas. If your business has used Excel for financial forecasting, you may have found some challenges with the program.

Forecasting 98

Forecasting Budgeting Data Analysis Financial Modeling 98

The Finance Weekly

APRIL 13, 2024

Conversely, business finance software caters to the more complex financial needs of businesses, offering tools to track income and expenditure, generate financial reports, and handle accounts receivable and payable effectively. Contact Their sales team for a custom quote.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

FEBRUARY 5, 2022

When investments have cash flows that move up and down at various times in the year, the above models return inaccurate numbers, and the XIRR function within excel allows the internal rate of return to account for the date ranges selected and return a more accurate result. number of individual cash flows. N P V = t = 0 ?

Net Present Value (NPV) 130

Net Present Value (NPV) Investments Numbers Auditing 130

Centage

AUGUST 24, 2022

Your team members are likely spending most of their time verifying that your numbers are accurate and up to date. Steps you may need to take before a deadline include: Downloading unformatted financial results from your accounting system. Reporting Is Delayed Reporting can often be delayed when you depend on spreadsheets.

Financial Planning and Analysis (FP&A) 98

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

Centage

OCTOBER 3, 2022

This accessible program can accomplish various tasks, such as financial forecasting and budgeting. Excel is an easy-to-use platform for inputting numbers and getting results with simple formulas. If your business has used Excel for financial forecasting, you may have found some challenges with the program. Risk of Errors.

Forecasting 52

Forecasting Budgeting Data Analysis Financial Modeling 52

Future CFO

AUGUST 24, 2020

First, the FP&A function has traditionally been held by an individual sitting behind a desk, crunching numbers. That way, when it is time to crunch numbers, the FP&A practitioner has an even better understanding of what they truly mean. At AFP, we help finance to see beyond the numbers. Soriano concluded.

Financial Planning and Analysis (FP&A) 52

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

Centage

SEPTEMBER 14, 2021

When it comes to business budgeting and planning, traditional spreadsheets are labor-intensive, prone to errors, and static, so it can be difficult to get a clear view on your current and future financial position. With the fast pace of business change, CFOs need accurate financial information to make informed decisions on the fly.

Budgeting 96

Budgeting General Ledger Data Analysis Financial Data 96

The Finance Weekly

JULY 19, 2022

FP&A teams are responsible for a variety of activities, including periodic financial close and consolidations, strategic and annual planning, monthly forecasting, cash flow forecasting, financial reporting, financial modeling, and what-if scenario planning and analysis. Strategic financial planning.

Financial Planning and Analysis (FP&A) 96

Financial Planning and Analysis (FP&A) Budgeting Forecasting Finance 96

The Charity CFO

APRIL 27, 2022

For more nonprofit accounting resources check out www.thecharitycfo.com. And helping organizations understand a little bit more about human behavior and maybe how that impacts fundraising and listen, I’m in the accounting world. Number one, they don’t usually have a really strong answer for it. Thanks for watching.

Nonprofit 98

Nonprofit Communication Accounting Advertising 98

Onplan

DECEMBER 16, 2021

How do they connect operational metrics—for example, marketing metrics like CAC and conversion rates, or sales metrics like AE ramp time—to a financial model that flows through to the income statement, cash flow, and balance sheet? A CEO generally wants to avoid drilling down into the numbers at a granular level.

Financial Planning and Analysis (FP&A) 52

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

Onplan

DECEMBER 16, 2021

How do they connect operational metrics—for example, marketing metrics like CAC and conversion rates, or sales metrics like AE ramp time—to a financial model that flows through to the income statement, cash flow, and balance sheet? A CEO generally wants to avoid drilling down into the numbers at a granular level.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

NOVEMBER 1, 2022

And a little bit of accountability, making sure that people are doing their implementation because they’re the ones responsible for it. I can’t open accounts for them. So, we don’t need to write a novel, we just need to say, “Go do this in this account. I can’t do trades for them. Go rebalance this.

Planning 130

Planning Investments Accounting Math 130

Planful

OCTOBER 5, 2021

But a speedy month-end close isn’t just good for accounting—it’s also good for the business. By switching from this laborious, manual system to Planful, LT Apparel Group was able to cut down on reporting time by 98% , leading to swifter month-end closes and happier accountants. You can learn more about their story here.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Benchmarking 40

Barry Ritholtz

JANUARY 30, 2024

That, that seems like that’s an immense number of, of users. You wanna open an account with $10,000, you can and a person can talk to you about it. There were a whole number of these firms. They’re sort of like bootcamp for a couple years where they, you know, teach you to understand p and ls and financial modeling.

Investments 56

Investments Technology Leadership Marketing 56

Barry Ritholtz

APRIL 4, 2023

And then I left there and joined a number of my colleagues from Drexel and launched a business that as it turns out, was pretty much a carbon copy of the business we have today. And fortunately for us, there were a number of large scale alternative asset managers, like Carlyle, that were looking to grow in private credit.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Finance Investments Banking 56