Fpanda Club

SEPTEMBER 2, 2021

This relates to FP&A which stands for financial planning and analysis. Typical FP&A activities and responsibilities Financial planning and analysis is one of the pillars of the modern finance function. Planning relates to determining the company’s short-term (1-year) and long-term (3-5 years) objectives.

Financial Planning and Analysis (FP&A) 130

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

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

Onplan

DECEMBER 28, 2021

(Of course there are many non-financial considerations, but for this blog we’re focusing on adding up the costs.). How do you weigh and plan for the costs of such a change? That should help you consider all the moving parts as you plan your strategy. Base case: Workforce planning template for keeping the office open.

Planning 98

Planning Financial Planning and Analysis (FP&A) Forecasting Math 98

BlueLight

MAY 1, 2020

Traditionally, the chief financial officer (CFO) is responsible for tracking the company’s past and present financial situation and ensuring on-time and accurate financial reporting. Today, the CFO is expected to inform strategic decisions that drive the success of the company. Let’s get into the details.

Financial Planning and Analysis (FP&A) 52

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

CFO Talks

MARCH 14, 2024

Beyond the Basics: 7 Key Focus Areas for New CFOs 1. Introduction to the Evolving Role of the CFO In our previous discussion, we outlined the critical first steps a newly appointed CFO should take to establish a solid foundation within their organization. Activities that directly impact these objectives should take precedence.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Future CFO

AUGUST 6, 2020

The crisis also highlighted limitations with legacy planning approaches. Now, with companies readying for a new normal, CFOs need to think afresh and unshackle from the past. Reinventing for dynamic forecasting. CFOs understand the same need for flexibility in business. Now, CFOs must go further with dynamic forecasting.

CFO 40

CFO Forecasting Budgeting Financial Modeling 40

Centage

DECEMBER 21, 2023

Russell Taylor, Controller, Mountain View Hospital Centage saves our users hours (if not days) in budget and forecast creation, thanks in large part to our unique formula-free FP&A design. It became very evident that we needed one source of truth for all things budgeting and forecasting.”

Budgeting 52

Budgeting GAAP Forecasting CFO 52

Future CFO

SEPTEMBER 9, 2022

CFOs are telling their FP&A leaders that they need to improve flexibility of budgeting and forecasting, enable faster capital reallocation, and updated financial models to reflect rapidly changing business realities,” Pritika Bhattacharjee, vice president, research in the Gartner Finance practice, pointed out.

Financial Planning and Analysis (FP&A) 97

Financial Planning and Analysis (FP&A) Technology Forecasting Budgeting 97

Future CFO

SEPTEMBER 17, 2023

The Financial Planning and Analysis ( FP&A ) team performs budgeting, forecasting, and analysis that support major corporate decisions of the CFO, the CEO, and the Board of Directors. Very few, if any, companies can be consistently profitable and grow without careful financial planning and cash flow management.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO SAP Leadership 52

CFO Talks

MARCH 19, 2024

Change Management: The Modern CFO’s Blueprint The role of a Chief Financial Officer (CFO) goes way beyond just looking after the company’s money. Developing the Finance Agenda Once strategic priorities are identified, the CFO distills these insights into a clear, concise list of goals.

CFO 52

CFO Communication Finance Budgeting 52

Beacon CFO Plus

SEPTEMBER 27, 2023

Providing Critical Financial Strategy, Cost Optimization, and More Hiring a fractional CFO for your startup is a strategic move that brings expert financial guidance without the full-time commitment. This guidance ensures that resources are allocated efficiently and that the company’s financial trajectory remains on track.

Startups 52

Startups Compliance CFO Financial Modeling 52

Future CFO

APRIL 30, 2024

Gerry Chng , Risk Advisory Executive Director at Deloitte Singapore , sees that one of the key uses of Generative AI is the ability to create synthetic data to augment existing data points in a more cost-effective manner, which in turn makes it easier to conduct financial modelling and risk analysis.

Finance 97

Finance Risk Analysis Financial Modeling Leverage 97

Jedox Finance

AUGUST 22, 2019

Dear CFO, We heard that you put FP&A on your list of top priorities to work on. 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. The plan has five steps. Fear not the needed investment.

Financial Planning and Analysis (FP&A) 84

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

The Finance Weekly

AUGUST 5, 2023

Financial Planning and Analysis (FP&A) involve a range of activities, including planning, forecasting, budgeting, and analytical tasks, all of which are vital in providing essential support for a company's major business decisions and overall financial well-being.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

OCTOBER 20, 2021

The CFO role requires certain traits and skills, said Woranat Dumrongsiri (pictured), Country CFO, Deloitte Thailand and Deloitte Laos during an interview with FutureCFO for the publication’s Female Leadership in Finance Series. Woranat Dumrongsiri, Country CFO, Deloitte Thailand and Deloitte Laos.

CFO 52

CFO Leadership Finance Problem Solving 52

CFO Simplified

DECEMBER 12, 2021

While many business owners look for a CFO to bolster their existing accounting team, here at CFO Simplified, we consider that a CFO would be categorized squarely in the finance category. Sometimes the differences are misunderstood because the CFO works with both the Accounting and Finance departments. Growth planning .

Accounting 52

Accounting Finance Cash Flow Forecasting CFO 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. By combining the results of the SWOT analysis FP&A teams can elaborate strategies and develop action plans to improve the FP&A function.

Financial Planning and Analysis (FP&A) 130

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

Future CFO

OCTOBER 11, 2020

Have you ever wonder what other CFOs have done and plan to do during the pandemic to alleviate some of the impacts and ensure the smooth operation of their teams and organisations? We’ve done scenario planning and stress tests to anticipate the impact on financials models, translating risks into recommendations to business actions.

CFO 40

CFO Forecasting Finance Financial Modeling 40

Onplan

DECEMBER 28, 2021

(Of course there are many non-financial considerations, but for this blog we’re focusing on adding up the costs.). How do you weigh and plan for the costs of such a change? That should help you consider all the moving parts as you plan your strategy. Base case: Workforce planning template for keeping the office open.

Planning 52

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

Focus CFO

MAY 19, 2023

He has extensive experience building analytic frameworks, including mission critical financial models. Drew has performed analytics of all kinds including cash flow, margin improvement, forecasting, short- and long-term planning, investments, client contracts, consolidations, acquisitions, and union negotiations.

Financial Modeling 52

Financial Modeling Forecasting Finance Investments 52

The CFO College

AUGUST 31, 2021

Help your startup clients stay cash flow positive with good budgeting and planning services. Using a rolling cash forecast is a value-add service you can provide to assist in cash forecasting. A rolling cash forecast will normally look forward 6 or 9 months, and each month the oldest month is removed and a new month added.

Startups 81

Startups Accounting General Ledger Forecasting 81

BlueLight

AUGUST 21, 2020

Financial Advice for Startups I recently spoke with finance leaders from a couple dozen startups. Their expertise ranged from seed stage start-ups, where the CEO also served as the in-house finance leader, to growth stage companies where an in-house CFO monitored the entity’s current and future financial health. Accounting ?—?Many

Planning 52

Planning Marketing Startups CFO 52

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. These are also the attributes that’ll drive our transformation plan. What does the transformation plan look like? Retrain, create new habits.

Financial Planning and Analysis (FP&A) 52

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

CFO Share

NOVEMBER 8, 2022

However, there are general characteristics you should plan for in every downturn. Use an operating forecast frequently. You need an operating forecast to make fast decisions confidently. These critical financial models allow for rapid evaluation of alternatives and resource planning.

Forecasting 40

Forecasting Economics Investments Financial Modeling 40

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. The race for clarity.

Finance 52

Finance Forecasting Financial Modeling Accounts Payable 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. They transitioned to financial planning software, and that’s how Prophix’s FP&A platform was started.

Financial Planning and Analysis (FP&A) 95

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

Jedox Finance

JULY 18, 2019

We asked several Financial Planning and Analysis professionals to share their perspectives on the mindset needed for success now and in the future. Tania Trifunoski, Commercially focused Financial Planning and Analysis Leader. Also, a crystal ball to financially model the impact of the strategic options.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Net Present Value (NPV) Budgeting Leadership 59

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. If you are a numbers valuation, you start with some advantages.

Marketing 130

Marketing Valuation Advertising Numbers 130

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. They transitioned to financial planning software, and that’s how Prophix’s FP&A platform was started.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Startups Budgeting Analyzing Data 52

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

As companies scramble to adjust to this unprecedented event, pressure is mounting on FP&A teams to recalibrate their forecasts – not only through the end of 2020 but well into 2021. FP&A professionals are accustomed to revisiting budgets and business forecasts under pressure. That is not factored into the model.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Forecasting Budgeting Finance 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. Key features. Key features.

Financial Planning and Analysis (FP&A) 52

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