CFO Talks

NOVEMBER 29, 2024

From the financial side, I am heavily involved in the scoping of the AFE, ensuring all financial models, scenario planning, and required returns are accurately detailed. Our CSR efforts are guided by defined policies and a dedicated budget. My time at Coca-Cola Tanzania was a pivotal experience in my career.

Finance 98

Finance Profit and Loss CFO Leadership 98

The Finance Weekly

FEBRUARY 26, 2025

With global economies bracing for uncertainty in 2025 , financial teams are under pressure to adapt faster than ever. Political shifts, rising inflation, and unpredictable market trends are forcing businesses to rethink their financial planning strategies. What is Prophix?

Financial Planning and Analysis (FP&A) 52

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

Spreadym

JULY 14, 2023

Financial models are mathematical representations or frameworks used to analyze the financial performance and make predictions about the future financial outcomes of a business, project, or investment. Financial models can take different forms depending on their purpose and complexity.

Financial Modeling 52

Financial Modeling Mergers and Acquisitions (M&A) Valuation Budgeting 52

E78 Partners

SEPTEMBER 9, 2024

Under these pressures, one aspect often underestimated is the power of strategic budget planning. It’s not just about managing numbers—it’s about aligning financial strategies with business goals to unlock value at every stage of the investment cycle. This is where scenario and sensitivity analyses come into play.

Budgeting 59

Budgeting Planning Financial Modeling Forecasting 59

E78 Partners

SEPTEMBER 9, 2024

Download our free budget planning checklist For private equity firms, success isn’t just about acquiring companies; it’s about transforming them. Under these pressures, one aspect often underestimated is the power of strategic budget planning. This is where scenario and sensitivity analyses come into play.

Budgeting 52

Budgeting Planning Financial Modeling Forecasting 52

CFO News Room

NOVEMBER 16, 2022

In my first two posts on Facebook, I noted that its most recent earnings report, and the market reaction to it, offers an opportunity for us to talk about bigger issues. Even as data has become more accessible and our tools have become more powerful, it is my belief that the quality of valuations has degraded over time.

Marketing 130

Marketing Valuation Advertising Numbers 130

Fpanda Club

SEPTEMBER 2, 2021

This is true in all possible economic situations: in times of growth FP&A participates in setting business objectives, analyzing options of growth, assessing market opportunities and risks, while in times of recession FP&A can contribute to corrective action plans, cost-cutting and other initiatives to preserve company’s financial health.

Financial Planning and Analysis (FP&A) 130

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

The Finance Weekly

OCTOBER 8, 2023

Budgeting software can greatly help by , automating financial tasks , making processes more efficient, and leading the business toward long-term success. Keep reading to find out the best budgeting software for small businesses. Why You Should Use Budgeting Software for Your Business?

Financial Planning and Analysis (FP&A) 52

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

Centage

OCTOBER 23, 2023

The traditional budgeting and forecasting planning processes can be long and painful. Any number of issues can arise that render forecasts or the line items on an annual budget quickly outdated. Shifting market conditions or bad assumptions drawn from historical data can leave business leaders struggling to make the right decisions.

Budgeting 52

Budgeting Planning Forecasting Financial Modeling 52

CFO Talks

JUNE 20, 2025

Currently serving as Group Chief Financial and Risk Officer at Link Africa and Interim CEO at BitCo Telecoms, Rajesh plays a pivotal role in capital raising, risk governance, M&A strategy, and financial transformation. Building robust project finance and internal budget models that continue to guide strategic decisions.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) CFO Leadership Finance 52

Fpanda Club

APRIL 11, 2021

Whether in a startup or in a well-known corporation, it is hard for FP&A practitioners to avoid building financial models of these 3 basic financial statements. The FP&A function in turn should find the ways to say “yes”, help to improve the ideas and their potential financial outcomes.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Forecasting Budgeting Financial Modeling 130

Spreadym

MAY 26, 2023

Budgeting software is an application designed to assist businesses in creating, managing, and tracking their budgets. It helps automate and streamline the budgeting process by providing tools and features to input financial data, allocate funds to different categories, monitor expenses, and generate reports.

Budgeting 52

Budgeting Forecasting Financial Modeling SAP 52

Centage

AUGUST 24, 2022

For example, Price Family Vineyards & Estates was managing budgets across four entities with Excel. Each of the wineries had its own LLC and individual budget. As the businesses grew, it became more challenging to consolidate financial statements and manually prepare budgets promptly.

Financial Planning and Analysis (FP&A) 98

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

CFO Talks

OCTOBER 10, 2024

Finance and Strategy: Making Numbers Work for Your Vision Imagine this: Your company has a fantastic vision—perhaps it’s to dominate a new market, launch a groundbreaking product, or grow your team and profits. One side is all about the numbers—profits, cash flow, and budgets. and “How do we get there?” Sounds impressive, right?

Numbers 98

Numbers Finance CFO Leadership 98

CFO News Room

JANUARY 11, 2023

These individuals are essential to major banks worldwide, devising strategies to maximize assets while ensuring sound financial decisions are being made. Because of this crucial role, financial managers command top dollar in big banks. Budget Analyst. Budget analysts fill an essential role in the banking world.

Banking 130

Banking Financial Analyst Budgeting Investments 130

CFO Leadership

APRIL 5, 2023

Even military personnel who have finance and budgeting as their job specialty aren’t practicing private sector finance principles and concepts. Chamberlain helps veterans address this crucial technical skill through financial modeling certifications. Most veterans’ Excel knowledge is limited to pivot tables and V-lookups.

Financial Modeling 95

Financial Modeling Leadership Finance CFO 95

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. Yes and No. No coding is required.

Auditing 111

Auditing Financial Analysis Forecasting Reconciliations 111

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) 59

Financial Planning and Analysis (FP&A) Financial Analysis Financial Modeling Budgeting 59

The Finance Weekly

JULY 19, 2022

That's why we've put together this list of the best FP&A tools on the market, including what each one is, how it can benefit you, and where you can find it. FP&A stands for "financial planning and analysis," and is the backbone of the modern finance department. Improving the company's budget and resource allocation.

Financial Planning and Analysis (FP&A) 96

Financial Planning and Analysis (FP&A) Budgeting Forecasting Planning 96

The Finance Weekly

JANUARY 19, 2023

It involves analyzing financial statements and data from different business units. Specialists in operational finance create financial models that outline the details of business processes and their impact on the company's goals, staff plans, budget, and cash flow.

Leadership 98

Leadership CFO Benchmarking Finance 98

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) 52

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

Cube Software

APRIL 29, 2024

When it comes to the real estate sector, financial planning and analysis (FP&A) plays a crucial role in guiding strategic decisions. At its core, FP&A focuses on forecasting financial outcomes, budgeting, and providing actionable insights to support investment decisions.

Financial Planning and Analysis (FP&A) 52

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

Jedox Finance

SEPTEMBER 10, 2020

It provides CFOs the line of sight to maximize top-line and limit discretionary spending, which is something an annual budget cannot achieve. For dynamic forecasting to work effectively, CFOs need a scenario and modeling platform that supports real-time data updates. Now, CFOs must go further with dynamic forecasting.

CFO 69

CFO Forecasting Budgeting Financial Modeling 69

E78 Partners

SEPTEMBER 14, 2023

Leaders are at the helm steering their organizations through changing consumer, market, and Board expectations. To guarantee they remain on the right course, having a solid plan and budget in place is paramount for ensuring success. Enter – The BP&B Health Check. The survey and guide for a better path forward. What is BP&B?

Financial Planning and Analysis (FP&A) 52

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

Spreadym

NOVEMBER 16, 2023

The best Financial Planning and Analysis (FP&A) software typically offers a range of features designed to help organizations effectively manage their financial performance. Users can input data, make adjustments, and project future financial scenarios. This ensures that everyone is working with the latest information.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Planning Budgeting Financial Modeling 59

Collectiv

MARCH 5, 2025

Historically, legacy planning solutions were built around finance-first tools like Hyperion, OutlookSoft, NetSuite Planning and Budgeting, Adaptive Insights, SAP BPC, and more. These tools were designed to fill gaps left by ERP systems, providing finance teams with better reporting capabilities and more structured budgeting processes.

Planning 52

Planning Forecasting Budgeting Financial Modeling 52

CFO Thought Leader

SEPTEMBER 28, 2024

In this episode of Planning Episodes hosted by Jack Sweeney and Brett Knowles, three CFOs—Don McGuire of ADP, Scott Blackley of Oscar Health, and Patrick Fleury of TeraWulf—share their insights on financial planning and analysis (FP&A), with a focus on navigating complex business environments.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Healthcare Financial Modeling CFO 52

CSC Advisors

JUNE 25, 2025

Our advisors assist with financial modeling, site analysis, and budgeting to ensure that your facility expansion drives growth rather than disrupts it. Get the financial assistance you need today. This includes reviewing your cash flow, customer demand, operational efficiency, and market trends.

Planning 52

Planning Construction Finance Financial Modeling 52

The CFO College

AUGUST 31, 2021

Help your startup clients stay cash flow positive with good budgeting and planning services. If they have to rely on capital raising, it’s hard for companies to attract private or institutional investors in competitive markets without a great accountant and strong financial model.

Startups 81

Startups Accounting General Ledger Forecasting 81

Spreadym

MAY 15, 2023

FP&A (Financial Planning and Analysis) software is typically designed to meet the specific needs of finance professionals, CFOs, financial analysts, and other stakeholders involved in financial planning and analysis. Also, this process includes such activity as budgeting, forecasting and scenario modelling.

Financial Planning and Analysis (FP&A) 52

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

BlueLight

AUGUST 21, 2020

While at PWC I started writing business plans and creating financial models for startups. For the first few years, I was building financial models for founders that were fundraising. Financial planning is our most valuable service. Building and maintaining a pro forma model?—?that

Planning 52

Planning Startups Marketing CFO 52

Spreadym

SEPTEMBER 27, 2023

Spreadym offers a wide range of analysis tools, like plan vs. actual analysis, financial consolidation, budgeting, forecasting and a variety of stored versions of a document. Oracle Hyperion Planning: Oracle's CPM software is known for its robust financial planning and budgeting capabilities.

SAP 59

SAP Budgeting Forecasting Auditing 59

E78 Partners

AUGUST 15, 2023

Unveiling the Role of FP&A Teams: A Holistic View FP&A teams are responsible for orchestrating financial strategies, facilitating planning, budgeting, forecasting, organizing & transforming data, and driving insightful analysis to improve decisions.

Financial Planning and Analysis (FP&A) 52

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

E78 Partners

JULY 19, 2023

Effective FP&A allows organizations to anticipate market trends, optimize resource allocation, and align their strategies with dynamic market conditions. This entails developing a well-crafted plan and budget for 2024, which serves as a critical foundation for success.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

AUGUST 30, 2022

With FP&A software, companies can automate their data collections and create valuable dashboards and insights that will help them understand trends and make more accurate budgets, forecasts, and business decisions. Datarails is one of the best priced platforms on the market, and the best on this list. Jedox Fun Fact.

Financial Planning and Analysis (FP&A) 95

Financial Planning and Analysis (FP&A) Analyzing Data Budgeting Startups 95

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. Unlike a budget or calendar year forecast, a rolling 12-month forecast adds one month to the forecast period each time a month is closed so that you are continuously forecasting for 12 months.

Forecasting 52

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

The Finance Weekly

AUGUST 28, 2022

Excel is the canvas used by anyone in finance to create ideas, innovation and financial models,” , Didi Gurfinkel , co-founder and CEO of Datarails said. “In As a company we are passionate about Excel and we have a great deal of interest in NFT as a market. In this experiment we took this concept a step further.”.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Sales Healthcare Financial Modeling 52