The Finance Weekly

JANUARY 31, 2022

Effective practices in this indispensable aspect of business can be defined by 4 categories; personal leadership, technological leadership, operational understanding, financial competency and strategic capacity. This is another key pillar of the leadership development for financial planning and analysis (FP&A) professionals.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leadership IFRS Budgeting 52

BlueLight

MAY 1, 2020

Traditionally, the chief financial officer (CFO) is responsible for tracking the company’s past and present financial situation and ensuring on-time and accurate financial reporting. This function is called financial planning and analysis (FP&A). The CFO takes on the responsibility of FP&A.

Financial Planning and Analysis (FP&A) 52

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

Collectiv

AUGUST 18, 2022

To succeed in a highly competitive business landscape, enterprises need a robust financial planning and forecasting strategy. Why Planning and Forecasting are Critical for Enterprises. Financial planning and forecasting go far beyond just day-to-day budgeting. It’s an obvious one, but worth discussing anyway….

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

APRIL 5, 2022

The impact of data driven financial analysis goes well beyond its traditional role of budgeting and forecasting, and has the potential to contribute greatly as a forward thinking department for real-time decision making. The way businesses conduct operations are changing at breakneck speeds. Productive finance teams.

Financial Planning and Analysis (FP&A) 52

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

Centage

JANUARY 3, 2024

As we ring in a new year and brace for all of the opportunities and challenges it will bring, one resolution should be near the top of the list for finance professionals: embracing flexible financial forecasting to future-proof your annual budget. Financial forecasting gives businesses the agility to adapt to changing conditions.

Forecasting 52

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

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.

Forecasting 98

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

Planful

SEPTEMBER 14, 2021

Planful Perform 2021 Day 1 just concluded and the stats speak for themselves: 2 keynotes. 5 discussions of finance and accounting techniques. These keynotes, hands-on sessions, stories, chats, and trainings—by and for finance and accounting professionals—served as a fitting kickoff to this two-day online conference.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Accounting Planning 40

Centage

DECEMBER 1, 2021

But times have changed – which is why financial forecasting is more important than your annual budget. Basing projections off data coming from various sources reduces leadership’s confidence in your analysis. Pulling financials from disparate Excel spreadsheets introduces clerical errors.

Forecasting 98

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

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 Analytics – a Priority for FP&A. Predictive Analytics for Sales Forecasting. Table of Contents. What is Predictive Forecasting? Forecasting.

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Forecasting Financial Planning and Analysis (FP&A) Budgeting Problem Solving 111

The Finance Weekly

OCTOBER 8, 2023

To handle these challenges well, it's crucial to plan carefully and use efficient tools for managing finances. Budgeting software can greatly help by , automating financial tasks , making processes more efficient, and leading the business toward long-term success. Managing a small business comes with many challenges.

Financial Planning and Analysis (FP&A) 52

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

Focus CFO

DECEMBER 6, 2021

Some business owners downplay the complexity of Financial Planning and Analysis (FP&A) and mistakenly task their accounting team with this crucial function, or hope their CPA firm can be of help. Let’s examine how an outsourced, fractional CFO can improve FP&A: Improving Data. .” – Lao Tzu.

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Financial Planning and Analysis (FP&A) Strategic Planning CFO Communication 92

The Finance Weekly

NOVEMBER 20, 2022

Here are 3 must-know finance communities you’ll want to join: Off The Ledger Airbase, the top spend management software for businesses from startup to IPO, introduced a Slack community for finance and accounting professionals from all forms of business and non-profits a private space for networking, advice, and members-only events.

Financial Planning and Analysis (FP&A) 52

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

Cube Software

MAY 11, 2023

Introduction to the percentage-of-sales method The percentage-of-sales method is a financial forecasting model to assess a company’s financial future by making financial forecasts based on monthly sales revenue and current sales data. The percentage-of-sales method works just like that.

Sales 52

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

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) 52

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

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) 52

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

Onplan

JANUARY 12, 2022

We used our free headcount planning template to run the numbers. You can download it to follow along or create scenarios that work for your business, so you can consider all the moving parts as you plan your strategy. Alternate scenario: Headcount planning template for hiring in a new office location. Salary differences.

Financial Planning and Analysis (FP&A) 89

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

The Finance Weekly

APRIL 12, 2022

For many accounting and finance professionals, being a chief financial officer (CFO) is a career highlight. After all, one of the primary solutions to grow revenue is to grow sales from new and existing customers. However, getting there is only the start of the journey.

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

CFO Thought Leader

APRIL 1, 2023

In this Planning Aces episode, host Jack Sweeney and guest host Ben Murray discuss the collaborative organizational effort behind generating business intelligence (BI) and the different places BI resources may reside within a business, with reference to an episode featuring Gary Zyla, CFO of AssetMark. Tell us a little more about Nathan.

Sales 52

Sales Financial Planning and Analysis (FP&A) CFO Mergers and Acquisitions (M&A) 52

Centage

JANUARY 17, 2024

Have any unexpected expenses arisen that were not previously accounted for? Assumptions from months ago, when the budget was created, may have changed or been invalidated by unforeseen market changes or other circumstances, like an unexpected slide in sales or the sudden need to invest in new equipment or technology.

Financial Planning and Analysis (FP&A) 52

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

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.

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

Future CFO

JANUARY 25, 2021

During a January 2020 FutureCFO roundtable several heads of finance acknowledged that the COVID-19 pandemic has pushed the finance team to conduct more planning and analysis to anticipate potential outcomes under varying market and operational conditions. Why Enterprise Planning Management is more important in 2021.

Financial Planning and Analysis (FP&A) 52

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

CFO Thought Leader

OCTOBER 10, 2023

The corporate headquarters of Bend All Automotive may have been a mere 30-minute drive from KPMG’s offices in Waterloo, Ontario—but Melissa Howatson had to put in a 6-year career investment at the accounting house before she came to realize that it was time to go the distance.

CFO 52

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

CFO Talks

NOVEMBER 21, 2022

CFO Club Africa is a division of the Chartered Institute of Business Accountants, the professional body for business accountants, financial managers and chief financial officers. and join our community of accounting and finance executives. Go to www.cfoclub.co.za

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

JUNE 7, 2023

Kapil Agrawal | Outschool , Kapil Agrawal has been appointed as the new Chief Financial Officer of Outschool, an online learning platform. Helen Johnson | Appen , Helen Johnson , formerly the CFO of North America at Insight, a technology company, has been appointed as the chief financial officer of Appen, an artificial intelligence company.

CFO 52

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

Onplan

JANUARY 12, 2022

We used our free headcount planning template to run the numbers. You can download it to follow along or create scenarios that work for your business, so you can consider all the moving parts as you plan your strategy. Alternate scenario: Headcount planning template for hiring in a new office location. 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

As an FP&A professional, one of the key foundation points is to build trust and respect with the business. Steps to Success in FP&A Business Partnering 1. All FP&A professionals will generally start off with building reporting templates, providing commentary and analysis on the performance of the business.

Financial Planning and Analysis (FP&A) 52

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

E78 Partners

APRIL 13, 2023

Key Takeaways Private capital markets faced headwinds in 2022, but a boom is predicted due to more companies staying private longer, institutional investors increasing allocations to private equity, and a demographic shift as entrepreneurial Baby Boomers consider succession plans for their businesses. Are you prepared for this secular trend?

Financial Planning and Analysis (FP&A) 52

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

Planful

DECEMBER 9, 2021

The strategic role of the CFO has become less about finance and accounting and more about becoming a strategic partner to the entire organization. In this CFO Playbook eBook, you’ll read how more and more research is pointing to a modern CFO role that goes far beyond finance and accounting. That has to change.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) CFO Leadership Strategic Planning 40

Jedox Finance

JANUARY 23, 2020

A new calendar year can be a great time to take a renewed, fresh look at your business planning and performance management. In a perfect world, we would like an EPM system that manages organization-wide planning, reporting and analysis. Collection of organization-wide financial and non-financial data.

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Financial Planning and Analysis (FP&A) Budgeting Data Analysis Forecasting 88

Future CFO

FEBRUARY 23, 2022

As sales and revenues drop due the continuous lockdowns, the inflow of cash is impacted and finance leaders are tasked to ensure there is enough cash to pay for the operating expenses of the company. Ricarte went on to add that working in finance and accounting requires a lot of physical documents to process. Experience helps. “

Leadership 98

Leadership Finance Financial Planning and Analysis (FP&A) CFO 98

CFO Share

MARCH 23, 2021

A rolling 12-month forecast projects financial performance over a 12-month time horizon using the “add/drop” approach to forecasting. This enables continuous planning of future performance based on actual performance. This enables continuous planning of future performance based on actual performance. Effortless Insight.

Forecasting 52

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

Planful

AUGUST 20, 2021

Without a budget, you have no measuring stick to evaluate your goals and performance,” says Donna Conte , service area leader for accounting services at Warren Averett. “[A By automating repetitive data entry tasks and investing in a Continuous Planning FP&A platform like Planful, organizations can reduce these inaccuracies.

Financial Planning and Analysis (FP&A) 40

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

FPA Insider

JANUARY 7, 2020

Variance analysis examines deviations in financial metrics relative to some former time period or budget. CFO.com surveyed 154 senior finance executives at Fortune 500 companies, and on average they rated the importance of variance analysis at 8.7 In any business, financial discipline is key. on a 10-point scale.

Budgeting 52

Budgeting Sales Numbers Finance 52

Planful

AUGUST 7, 2020

Planful is full of FP&A professionals, from our product and sales teams to our services and implementation teams, and, of course, our finance team. Planful was built this way so we’re always talking to our customers in the language of finance. I’m a good example of that approach. I’m a good example of that approach.

Financial Planning and Analysis (FP&A) 40

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

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.

Financial Planning and Analysis (FP&A) 98

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