The Finance Weekly

NOVEMBER 27, 2023

They are widely used in , strategic planning and reporting to guide investment decisions. This measure aids in predicting future profits and establishing profitability goals and benchmarks. Accounts Receivable Turnover Ratio Your accounts receivable turnover ratio indicates how efficiently you collect cash from credit sales.

Budgeting 52

Budgeting General Ledger Concentration Benchmarking 52

Fpanda Club

APRIL 18, 2022

SWOT SWOT stands for the analytical tool to uncover Strengths, Weaknesses, Opportunities and Threats and is frequently used in strategic planning exercises. Within the FP&A function SWOT analysis can be used, for example, in self-assessment purposes which can be done with the help of internal customers and benchmarks.

Financial Planning and Analysis (FP&A) 130

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

Spreadym

JUNE 27, 2023

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. The primary objectives of FP&A.

Financial Planning and Analysis (FP&A) 52

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

Spreadym

JUNE 8, 2023

A plan typically covers a longer time horizon, such as three to five years, and encompasses various aspects of the business, including sales, marketing, operations, and human resources. Validate and Refine: Validate the forecasted results by comparing them with industry benchmarks, market research, or other sources of information.

Budgeting 52

Budgeting Forecasting Planning Strategic Planning 52

CFO Talks

MARCH 19, 2024

This list should encompass both quick wins, such as automating invoice processing to improve cash flow management, and long-term objectives, like integrating AI-driven analytics for more accurate financial forecasting and strategic planning. These KPIs serve as benchmarks to measure the organization’s progress toward its goals.

CFO 52

CFO Communication Finance Budgeting 52

VCFO

NOVEMBER 1, 2023

A review of revenue will often involve examining sales performance. By nature, most salespeople will do exactly what they are incentivized to do (which is why a well-designed sales compensation plan is so important). Year-end sales or special offers to past customers for that product might do the trick.

Finance 91

Finance Strategic Planning Auditing CFO 91

Planful

OCTOBER 25, 2016

One of the other panelists also commented on this, highlighting that one of his areas of focus is ensuring that incentive compensation drives the sales team to balance its focus between servicing existing customers and acquiring new customers. How can Finance minimize and mitigate risk in the business?

Risk Management 40

Risk Management CFO Budgeting Benchmarking 40

VCFO

MARCH 17, 2023

How much is being charged to cost of sales? What is the percentage of the cost of sales to revenue? A benchmark exercise can also provide insight here. direct labor and absorption rate – fixed, variable, and semi-variable overhead expenses), and All costs associated with preparing goods for sale (e.g.,

Manufacturing 73

Manufacturing Benchmarking Forecasting Profit and Loss 73

VCFO

MARCH 30, 2023

A good place to start is benchmarking yourself against your competition. If that assessment of the customer portfolio shows that the base is too heavily weighted, one step would be to examine sales strategy and whether broadening the customer base across new markets or industries or via new offerings is a viable play.

Valuation 89

Valuation SAP Concentration Benchmarking 89