Fpanda Club

JULY 24, 2022

Analysts usually build their financial models for the first 5 years of the investment and then add terminal value for all the years coming thereafter which may contribute up to 50% of NPV. Key metrics should then be benchmarked against the market and/or competitors to check whether they are realistic or not.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Profit and Loss Benchmarking Valuation 130

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. Key questions to ask and the example of SWOT analysis are represented in the illustrations below.

Financial Planning and Analysis (FP&A) 130

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

Planful

OCTOBER 5, 2021

This way, the FP&A system functions as a single source of truth housing all of the most up-to-date data, and the finance team doesn’t have to lose time at the end of each month culling and consolidating numbers from across the business. Reducing the length of the month-end close in any meaningful way depends on automation.

Financial Planning and Analysis (FP&A) 40

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

The Charity CFO

APRIL 27, 2022

Number one, they don’t usually have a really strong answer for it. So that’s appeal, number two, there’s gotta be exclusivity. That means that it’s not very exclusive, which means that the, the, the, the potency of the appeals diluted by the number of competing options. Um, Tim, it’s so interesting.

Nonprofit 98

Nonprofit Communication Accounting Advertising 98

Barry Ritholtz

DECEMBER 12, 2023

He has absolutely crushed his benchmark over that period. He’s crushed the Russell 2000, whatever benchmark you want to talk about. And because my mother and grandmother were looking at these trying to figure out what was going on, I was curious about the sea of numbers. The s and p 500 has underperformed his fund by 3.7%

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Onplan

NOVEMBER 30, 2022

OnPlan is a financial modeling and forecasting tool built by financial planners and analysts. Benchmarking and KPI tracking across the organization to stay on course. Financial and business performance management. Customers success. 6 factors when choosing an FP&A tool. Ad hoc reporting and visualization.

Financial Planning and Analysis (FP&A) 52

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