Budgeting, Financial Analysis and Financial Data

Budget vs Actuals: The Key to Measuring Business Performance

Centage

SEPTEMBER 11, 2023

Staying on top of your financial performance is vital for running your business. Unfortunately, creating a perfect budget doesn’t mean that you’ll follow it. Budget vs actuals analysis is one of the most effective ways to maintain a clear picture of your company’s performance. Gather the Data. Monitor and Repeat.

Financial Planning and Analysis (FP&A)

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

2023 Financial Planning: The Importance of the Budget vs. Actual Statement During Times of Change

Centage

JANUARY 17, 2023

As part of this process, the office of finance and department heads spend an immense amount of time creating, reviewing and approving the business’s budget for the fiscal year ahead – but it’s important that financial management doesn’t stop there. Budget vs Actual Statement – What It Is and What It Isn’t.

Financial Planning and Analysis (FP&A)

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

Generative AI is a game changer

Future CFO

JUNE 24, 2024

The basic concepts I always hold on to when it comes to financial statement analysis are as follows: The financial statements should tell the story of the period. The budget and forecast should reflect the Company’s plans, visions, expectations and educated guesses on the market trends.

Auditing

Auditing Financial Analysis Forecasting Reconciliations

Webinars

How To Overcome Change Fatigue In Finance With Neuroscience-Backed Strategies

From Curiosity to Competitive Edge: How Mid-Market CEOs Are Using AI to Scale Smarter

Protect What Matters: Rethinking Finance Ops In A Digital World

Why Tech-Forward Tax and Accounting Firms Have the Inside Track to the Future

Your Accounting Expertise Will Only Get You So Far: What Really Matters

MORE WEBINARS

Where Can FP&A Career Path Take You?

Fpanda Club

SEPTEMBER 2, 2021

The list of typical FP&A activities usually includes planning, budgeting, forecasting, analysis, management reporting and performance management. Budgeting is a type of short-term planning whose goal is to transform strategic objectives into an operational plan by allocating available resources.

Financial Planning and Analysis (FP&A)

Financial Planning and Analysis (FP&A) Corporate Finance Communication Forecasting

For the fun of it: An Open House for my Spring 2025 Classes

Musings on Markets

DECEMBER 11, 2024

The class is structured around the three financial statements that embody financial reporting - the income statement, balance sheet and statement of cash flows - and how the categorization (and miscategorization) of expenses into operating, financing and capital expenses plays out in these statements.

Valuation

Valuation Corporate Finance Finance Investments

The Best Practices to Create Operating Budget

Spreadym

AUGUST 8, 2023

An operating budget is a financial plan that outlines the projected revenues and expenses of an organization or business for a specific period, typically a fiscal year. It serves as a detailed guide for managing day-to-day operations, allocating resources, and achieving financial goals.

Budgeting

Budgeting Prioritization Profit and Loss Construction

Advanced Bookkeeping Techniques for Growing Businesses

CFO Share

JUNE 18, 2024

This setup allows for more precise budgeting and financial analysis, providing clearer insights into your business performance. Implement Sign-Offs and Quality Assurance from Other Departments Asking your bookkeeper to validate all financial data is unrealistic and sets them up for failure.

General Ledger

General Ledger CFO Accounts Payable Financial Data

How to Find the Best FP&A Candidates for Your Team

Spreadym

OCTOBER 3, 2023

Financial Planning and Analysis (FP&A) candidates are professionals who specialize in financial planning, budgeting, forecasting, and analysis within an organization. They play a critical role in helping companies make informed financial decisions and allocate resources effectively.

Financial Planning and Analysis (FP&A)

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

Key features for FA&P software to choose the best one

Spreadym

APRIL 27, 2023

Financial analysis and planning (or FA&P) software is a type of business software that helps companies manage their finances and operational activity by analyzing financial data and providing tools to plan, forecast and make budgets for efficient business growth.

Financial Analysis

Financial Analysis Tax Planning Budgeting Forecasting

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

Spreadym

JUNE 27, 2023

What is Financial Planning and Analysis or FP&A? FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. What is Financial Planning and Analysis? The primary objectives of FP&A.

Financial Planning and Analysis (FP&A)

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

Unlocking Financial Mastery in the Startup World

CFO Plans

SEPTEMBER 24, 2024

Robust financial management is not a luxury but a necessity. Yet, many budding entrepreneurs face the challenge of budget constraints, making it difficult to hire a full-time CFO. Enter affordable virtual CFO services—a game-changer that offers scalable financial strategies tailored specifically for startups.

Startups

Startups CFO Financial Analysis Risk Management

6 Power BI Report Examples That Will Make You Ditch Excel

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)

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

6 Power BI Dashboard Examples That Will Make You Ditch Excel

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)

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

The School Bell Rings: Time for Class!

Musings on Markets

JANUARY 11, 2024

If you really don't understand the difference between operating earnings and net income, or know what accounting balance sheets can (and cannot) measure, you will have trouble doing any type of corporate financial analysis or valuation. If you take the certificate class, you will have a more formal relationship with NYU.

Corporate Finance

Corporate Finance Valuation Finance Investments

A CFO’s Favorite KPIs for Nonprofits

The Charity CFO

AUGUST 27, 2024

Operating Reserve Formula: (total net assets – restricted net assets – designated net assets – fixed assets + debt on fixed assets) / budgeted annual expenses The operating reserve KPI lets you track your organization’s funds set aside to cover unexpected expenses or revenue shortfalls.

Nonprofit

Nonprofit Budgeting CFO Financial Analysis

9 Signs Your Startup Needs a Fractional CFO - By JP Puchulu

Boston Startup CFO

FEBRUARY 1, 2023

Lack of financial expertise If you or your management team lack financial expertise or experience, a fractional CFO can bring the necessary knowledge and skills to your startup. Additionally, they can help you navigate financial challenges by developing strategies to overcome them.

CFO

CFO Startups Cash Flow Forecasting Budgeting

Exploring Low-Cost CFO Solutions for Small Businesses

CFO Plans

SEPTEMBER 24, 2024

These platforms offer real-time financial reporting, automated accounting services, and seamless integration with other business tools. With cloud-based solutions, small businesses can access their financial data from anywhere, at any time, ensuring they stay on top of their financial health.

CFO

CFO Startups Tax Planning Accounting

The 5 Best Financial Forecasting Software for business

Spreadym

JUNE 6, 2023

It provides insights into the potential financial outcomes and helps in setting goals, budgeting, resource allocation, and evaluating the financial feasibility of projects or initiatives. It may be used for: Budgeting and financial planning: Financial forecasts are used to develop budgets and allocate resources.

Forecasting

Forecasting Budgeting Planning Financial Modeling

Customized Financial Reporting for Better Decision Making

CFO Plans

JUNE 27, 2024

Strategic Insights from Outsourced CFO Services Hiring a full-time Chief Financial Officer (CFO) can be costly, especially for small businesses. Outsourced CFO services provide access to high-level financial expertise without the overhead. This technology enables businesses to stay agile and responsive to changing market conditions.

Financial Reporting

Financial Reporting Tax Planning CFO Manufacturing

The best software for financial close and overview of the process

Spreadym

JULY 10, 2023

Reporting and Analytics Tools: Reporting and analytics tools, such as Tableau, Power BI, and QlikView, enable organizations to generate meaningful financial reports and perform in-depth analysis of financial data. This ensures transparency, enhances data integrity, and facilitates compliance with regulatory requirements.

Financial Planning and Analysis (FP&A)

Financial Planning and Analysis (FP&A) Reconciliations Accounts Payable General Ledger

Digital Transformation in Finance: How to Drive the Process

Spreadym

JULY 21, 2023

Key components of digital transformation in finance include: Automation and Artificial Intelligence (AI) : Implementing AI algorithms and robotic process automation (RPA) to streamline repetitive tasks, such as data entry, customer support, and fraud detection, leading to reduced costs and increased accuracy.

Finance

Finance Prioritization Compliance Leverage

Pragmatically Navigating New Technologies in The New Year

The Finance Weekly

DECEMBER 30, 2021

Leveraging their inquisitive and process-oriented natures, CFOs are well-positioned to analyze the status quo, identify the best technologies coming out around the new year, that are simple to learn, and allocate budget for system enhancements and training. Preparing the information and the data supporting transformation needs.

Financial Planning and Analysis (FP&A)

Financial Planning and Analysis (FP&A) Technology CFO Leverage

Musings on Markets: Data Update 1 for 2022: It is Moneyball Time!

CFO News Room

JANUARY 24, 2023

This post will be one of a series, where I will put different aspects of financial data under the microscope, to get a sense of how companies are adapting (or not) to a changing world. Whatever you do, and this is general advice, never use data from an external source (including mine), if you do not understand how the data is computed.

Marketing

Marketing Valuation Corporate Finance Currencies

Data Update 1 for 2022: It is Moneyball Time!

Musings on Markets

JANUARY 8, 2022

This post will be one of a series, where I will put different aspects of financial data under the microscope, to get a sense of how companies are adapting (or not) to a changing world. Whatever you do, and this is general advice, never use data from an external source (including mine), if you do not understand how the data is computed.

Valuation

Valuation Corporate Finance Currencies Numbers

Corporate Finance Brief

Budget vs Actuals: The Key to Measuring Business Performance

2023 Financial Planning: The Importance of the Budget vs. Actual Statement During Times of Change

Webinars

Trending Sources

Generative AI is a game changer

Webinars

Where Can FP&A Career Path Take You?

For the fun of it: An Open House for my Spring 2025 Classes

The Best Practices to Create Operating Budget

Advanced Bookkeeping Techniques for Growing Businesses

How to Find the Best FP&A Candidates for Your Team

Key features for FA&P software to choose the best one

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

Unlocking Financial Mastery in the Startup World

6 Power BI Report Examples That Will Make You Ditch Excel

6 Power BI Dashboard Examples That Will Make You Ditch Excel

The School Bell Rings: Time for Class!

A CFO’s Favorite KPIs for Nonprofits

9 Signs Your Startup Needs a Fractional CFO - By JP Puchulu

Exploring Low-Cost CFO Solutions for Small Businesses

The 5 Best Financial Forecasting Software for business

Customized Financial Reporting for Better Decision Making

The best software for financial close and overview of the process

Digital Transformation in Finance: How to Drive the Process

Pragmatically Navigating New Technologies in The New Year

Musings on Markets: Data Update 1 for 2022: It is Moneyball Time!

Data Update 1 for 2022: It is Moneyball Time!

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