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. Financial Analysis: Financial analysis is a continuous stage that runs throughout the FP&A process.

Financial Planning and Analysis (FP&A)

The Finance Weekly

AUGUST 5, 2023

FP&A professionals hold a crucial role in shaping a company's overall business strategy by delivering financial analysis and insights to management. Collaboration with cross-functional teams such as sales, marketing, and operations is common for FP&A professionals as they work towards shared objectives.

Financial Planning and Analysis (FP&A)

Future CFO

MARCH 1, 2021

Data analytics can help overcome challenges surrounding the collection of data from multiple sources through combining data from existing financial solutions into a single, centralised source for analysis. FutureCFO: How can data help drive transparency and accountability throughout an organisation?

Finance

The Finance Weekly

APRIL 5, 2022

A big part of these changes is increased communication between technology teams and other business departments. However, one department seems to lag behind when it comes to communication procedures: the finance department. This in turn directly affects the finance teams’ influence on the broader picture of the company.

Financial Planning and Analysis (FP&A)

Future CFO

APRIL 21, 2022

Finance and IT can use this framework to better understand how digital initiatives impact key KPIs by linking technology KPIs (for instance, user engagement), intermediate outcomes (for instance, higher sales volume) and financial outcomes (for instance, increased revenue).

CFO

CFO Simplified

DECEMBER 12, 2021

Leaders in finance are most successful when they have skills in communication, quantitative analysis, financial planning, and team building. CFOs are part of the company’s internal finance team just as bankers, and CPAs, are part of the company’s external finance team.

Accounting

CFO Simplified

JANUARY 9, 2022

Banks do not know how your specific business has been affected, therefore communication is key. Plan on telling your bank: How your business has changed – how your sales have been impacted. Therefore, planning for the future, financial analysis, and budget review can easily take a back seat. . Don’t surprise them.

Cash Flow Forecasting

CFO Thought Leader

MARCH 25, 2025

It was a pivotal moment Brian Robbins tells us hell never forget: stepping onto a makeshift stage to address some 400 employees just minutes before a key 8-K filing would publicly announce the potential sale of a major business unit. Read More Today, that spirit of transparent communication fuels Robbinss approach as CFO.

CFO

The Finance Weekly

AUGUST 6, 2024

Leverage AI-powered forecasting and what-if analysis to enhance the decision-making process. Users can set up "remembered" metrics, such as ARR, CAC, and Burn, which can be fed into various models, allowing them to generate comprehensive reports that communicate results and forecasts to different stakeholders within the company.

Financial Planning and Analysis (FP&A)

The Finance Weekly

JANUARY 31, 2022

Therefore, if you have all the necessary skills and talent, but you don’t have a strong personal brand within your organization, your management and colleagues will not perceive you as a value creator and treat you as a more analytical person limited to financial analysis and reporting. work to add value to the entire process.

Financial Planning and Analysis (FP&A)

Spreadym

AUGUST 8, 2023

Operating budgets are crucial for maintaining financial stability, making informed decisions, and evaluating performance. Key components of an operating budget Revenue Projection: This section estimates the expected income from sales, services, and other sources. Develop realistic revenue projections based on this analysis.

Budgeting

Boston Startup CFO

FEBRUARY 1, 2023

Creating a pitch deck : A CFO can help you create a compelling pitch deck that highlights the financial aspects of your business, and let you know what gaps needs to be filled before getting in front of investors. They can also bring to your attention many key details that must be communicated to investors to secure their interest.

CFO

CFO News Room

JANUARY 18, 2023

They carry out risk assessments, perform financial analyses, and generate reports for sales and management teams. To be successful in the role, you must possess strong analytical and communication skills. The base salary might not stand out, but they also earn sales commissions, which is where their real income potential lies.

Education

CFO Share

APRIL 1, 2024

You already know what the CFO will say: insufficient sales, we need to do layoffs. No amount of sales will fix that… are you measuring the efficiency of your teams?” No amount of sales will fix that… are you measuring the efficiency of your teams?” Outsourced CFO duties include: Financial analysis and strategic planning.

CFO

Barry Ritholtz

DECEMBER 28, 2022

You’re not allowed to do anything in investment management, and then allow it to do anything in sales. The mutual fund business is all about sales and investing. And second, there’s no sales. And the crowd of funds that I’m managing are basically going downhill because redemptions are larger than new sales.

Profit and Loss

CFO Talks

NOVEMBER 1, 2024

I also prioritize clear communication and collaboration, seeking input from colleagues or experts when needed. A key strategy that has helped me succeed is maintaining adaptability—being open to change and learning from setbacks. Developing the ability to align financial insights with business goals is vital. 3.

Prioritization

Barry Ritholtz

DECEMBER 17, 2024

There was the optical communications boom, some of the original software internet assets. The, the, the, the financial financial analysis is the same, effectively, maybe it’s even more intensive on the, on the, on the m and a side. And that’s when then you get into the financial analysis.

Technology