Jedox Finance

JULY 23, 2019

You do not have to be a data scientist to recognize the impact of technology on FP&A is and will continue to be significant. One of the biggest challenges of automation (Robotic Process Automation) and artificial intelligence/machine learning technologies is our current mindset. Exploring the technology opportunities in FP&A.

Technology 52

Technology Financial Modeling Forecasting Planning 52

Spreadym

JUNE 6, 2023

It involves using various quantitative and qualitative techniques to project revenues, expenses, cash flows, and other financial metrics over a specified period, typically one to five years. Financial forecasting is a critical aspect of financial planning and decision-making for businesses, organizations, and individuals.

Forecasting 52

Forecasting Budgeting Planning Financial Modeling 52

The Finance Weekly

JANUARY 19, 2023

An operational CFO optimizes performance by combining data from various departments with financial data. A strategic CFO focuses on creating long-term plans to achieve the company's goals. It involves analyzing financial statements and data from different business units.

Leadership 98

Leadership CFO Benchmarking Finance 98

CFO Talks

MARCH 14, 2024

This transformation is driven by several factors, including rapid technological advancements, globalization, and an increasingly complex regulatory landscape. They play a crucial role in strategic planning, risk management, and driving innovation, extending their influence far beyond the finance department.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

CFO News Room

JANUARY 11, 2023

The banking industry includes banks, investment banks, commercial banking, personal banking, hedge funds, financial planning, and private equity firms. These individuals are essential to major banks worldwide, devising strategies to maximize assets while ensuring sound financial decisions are being made. Budget Analyst.

Banking 130

Banking Financial Analyst Budgeting Investments 130

Jedox Finance

AUGUST 13, 2019

Transforming your FP&A plan will not be an easy task, but it must be addressed as it is a top priority for the CFO to better support delivering on the expectations from the CEO. In today’s world where technology changes are rampant and society’s expectations of new ideas and stimulation is at a rate not seen before.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Finance CFO 52

Michigan CFO

JUNE 7, 2023

Their primary duties include financial planning, analysis, risk management, financial reporting, and leadership of the finance & accounting team. CFOs play a pivotal role in strategic decision-making, ensuring the financial health and stability of the business. What Do Virtual CFOs Do?

CFO 52

CFO Problem Solving Budgeting Communication 52

CFO Talks

MARCH 19, 2024

Regularly updating this list keeps the agenda relevant and front of mind across the organization. Identifying Strategic Priorities The process begins with a thorough analysis of the current financial landscape and an evaluation of emerging technologies, like AI, that can significantly enhance operational efficiencies.

CFO 52

CFO Communication Finance Budgeting 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. We cover fundraising, board meetings, financial forecasts, dashboard, cap table, banking relationships, etc. Accounting ?—?Many

Planning 52

Planning Marketing Startups CFO 52

Jedox Finance

AUGUST 22, 2019

We have come together as practitioners, consultants, and academics and put together a plan that both defines a vision for FP&A and delivers a concrete plan of what to do next. To do this we need to address the mindset, people, processes, and technology that drives FP&A’s actions. Next, we need to upgrade our technology.

Financial Planning and Analysis (FP&A) 84

Financial Planning and Analysis (FP&A) CFO Planning Financial Modeling 84

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.

Financial Planning and Analysis (FP&A) 59

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

BlueLight

MAY 1, 2020

This function is called financial planning and analysis (FP&A). The CFO is focused on company-level strategic planning and building a relationship with investors. The Controller is responsible for generating the three main financial statements and ensuring these statements comply with GAAP and other regulatory requirements.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Strategic Planning Startups 52

CFO News Room

NOVEMBER 16, 2022

One reason is that valuation, at least as practiced, has become financial modeling, where Excel ninjas pull numbers from financial statements, put them into spreadsheets and extrapolate based upon past trends.

Marketing 130

Marketing Valuation Advertising Numbers 130

Future CFO

AUGUST 3, 2021

The pandemic gave new meaning to financial agility. It became vital as companies pivoted, recalibrated their financial models, and looked to withstand market shocks. For financial leaders, this shift in meaning created challenges. As a result, every company sought financial clarity. Source: FutureCIO-AFP, 2021.

Finance 52

Finance Forecasting Financial Modeling Accounts Payable 52

Future CFO

JUNE 13, 2022

I was fortunate to get a flavour of the accounts payables, costing and budgeting functions. In my fourth year, I was promoted to the position of corporate planning officer in the corporate planning department which undertook scenario planning and simulations. Career development requires a long runway.

Healthcare 52

Healthcare CFO Leadership Finance 52

Planful

AUGUST 30, 2016

To gain a better sense of the pulse of the market, earlier this year Planful sponsored a survey that was executed by Radius Global Research. 22% of respondents (27% in large companies) said Improve Financial and Operational Planning. 30% – Continual Planning Processes (rolling forecast). Top EPM System Priorities.

Finance 40

Finance Budgeting Forecasting Planning 40

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

Musings on Markets

NOVEMBER 15, 2022

One reason is that valuation, at least as practiced, has become financial modeling, where Excel ninjas pull numbers from financial statements, put them into spreadsheets and extrapolate based upon past trends. What's the story?

Valuation 90

Valuation Advertising Numbers Investments 90

Planful

FEBRUARY 11, 2016

Excel is cheap, widely available, and contains innumerable calculations that make it useful for budgeting and planning. As most people have encountered, when you stare at a set of numbers for long enough, they eventually become jumbled, and tackling financial modeling on a spreadsheet makes it difficult to envision the end result.

Budgeting 40

Budgeting Planning Financial Modeling Forecasting 40

The Finance Weekly

APRIL 13, 2024

This includes tracking past financial activities, ensuring compliance and reporting, as well as forecasting future financial scenarios for better budgeting. These tools offer capabilities ranging from spending tracking and improved budgeting to making informed investment choices.

Financial Planning and Analysis (FP&A) 52

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

Centage

OCTOBER 3, 2022

This accessible program can accomplish various tasks, such as financial forecasting and budgeting. If your business has used Excel for financial forecasting, you may have found some challenges with the program. For example, you may use spreadsheets to plan your fiscal year or maintain your client sales list.

Forecasting 98

Forecasting Budgeting Data Analysis Financial Modeling 98

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

Centage

OCTOBER 3, 2022

This accessible program can accomplish various tasks, such as financial forecasting and budgeting. If your business has used Excel for financial forecasting, you may have found some challenges with the program. Why Businesses Use Spreadsheets for Financial Forecasting. Risk of Errors.

Forecasting 52

Forecasting Budgeting Data Analysis Financial Modeling 52

Planful

MAY 7, 2021

Planning for the workforce of tomorrow requires visibility into everything from organization-wide workforce costs to department-level compensation costs. Some of the tools used in this process include FP&A platforms— these can play a huge role in effective workforce planning. . Why FP&A Technology for Workforce Planning?

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Planning Forecasting Finance 40

Spreadym

AUGUST 10, 2023

The best financial reporting software solutions , Spreadym : an easy-to-use platform that is widely used for financial planning and analysis. QuickBooks: A widely used accounting software that offers robust financial reporting capabilities, suitable for small and medium-sized businesses.

Financial Reporting 52

Financial Reporting Financial Planning and Analysis (FP&A) CFO Accounting Standards 52

Future CFO

AUGUST 24, 2020

We train FP&A professionals to be specially equipped to mitigate uncertainty and make the numbers work to determine holistic strategic planning, budgeting, and forecasting that ties into the goals of the business.," FP&A professionals are accustomed to revisiting budgets and business forecasts under pressure.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

NOVEMBER 1, 2022

Mindy is the owner of Creative Money, an independent RIA based in Seattle, Washington, that offers a unique 12-month financial planning engagement – or as Mindy puts it on her homepage, “financial planning that doesn’t suck” – which has allowed her firm to work with nearly 400 client households just this year.

Planning 130

Planning Investments Accounting Math 130

The Charity CFO

APRIL 15, 2022

Um, and more importantly, we talk about that transition plan for a lot of nonprofits that are dealing with, uh, the loss of their accountants. And so succession planning is very important. And there’s the other 20% of us that really like financial modeling and yeah. And technology is always changing.

Nonprofit 52

Nonprofit Accounting CFO Problem Solving 52

Onplan

NOVEMBER 30, 2022

Finance professionals and teams today have numerous solutions available to help them plan, budget, forecast, and analyze financial information. In this buyer’s guide to the best FP&A software, we’ll provide an overview of the top financial planning and analysis tools to consider. Customers success.

Financial Planning and Analysis (FP&A) 52

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