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Financial Planning & Analysis

Boston Startup CFO

13-week Cash Flow Forecasting We offer a comprehensive and forward-looking approach to cash planning. 13-week Cash Flow Forecasting We offer a comprehensive and forward-looking approach to cash planning. Dashboard Reporting We can provide clear and actionable insights into your financial data.

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Nonprofit Leadership: Using Data for Better Decision-Making

The Charity CFO

Types of Data for Nonprofits The types of data a nonprofit might use for decision-making can vary between organizations. Most nonprofits will use at least one of three types of data: Financial data: Financial data includes any data relating to the finances of the organization, such as revenue or expense data.

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Basics of Financial Variance Analysis

Spreadym

Regularly reviewing variances and analyzing financial data helps in making better-informed decisions and achieving financial objectives effectively. Financial variance analysis is a valuable tool for financial management, budgeting, and strategic planning.

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

Spreadym

FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. It involves forecasting, budgeting, analyzing, and reporting financial information to support strategic planning and operational decision-making.

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10 KPIs to Track Business Performance

The Finance Weekly

Financial KPIs provide insights into a business's financial well-being compared to its internal goals, competitors, and other industries. They are widely used in , strategic planning and reporting to guide investment decisions. Monitoring your business's financial performance closely is crucial for long-term success.

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What is the difference between planning, budgeting and forecasting for a business?

Spreadym

They help organizations anticipate potential risks, identify opportunities, and make informed decisions about resource allocation and strategic planning. Gather Historical Data: Collect and analyze past financial data, including revenues, expenses, cash flows, and other relevant metrics.