E78 Partners

NOVEMBER 26, 2024

By leveraging specialized expertise, private equity consultants can quickly diagnose issues and implement strategies to improve profitability, optimize operations, or recalibrate growth plans. Overall, consultants provide essential support at any stage where strategic insight and operational enhancements can increase a company’s value.

Investments

CFO Talks

MAY 14, 2025

When financial models influence hiring, creditworthiness, or client scoring, there must be oversight to ensure those models are free from bias, comply with data protection laws, and align with corporate values. As financial leaders, we must ask: is the logic of our systems consistent with the ethics of our business?

Numbers

Centage

OCTOBER 17, 2022

As you start your financial planning for 2023 and beyond, follow these steps to solidify your three-year strategic plan and boost the odds of achieving your business’ goals. If you want to forecast your financial future, start by looking back at past performance. Financial planning comes with numerous challenges.

Strategic Planning

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)

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)

Fpanda Club

APRIL 11, 2021

This article explores the most common myths surrounding the financial planning and analysis function, its key activities and outputs which many FP&A stakeholders believe in. On the contrary, FP&A analysts embrace a wide variety of soft skills which are absolutely necessary for an effective and efficient communication.

Financial Planning and Analysis (FP&A)

Collectiv

MARCH 5, 2025

Welcome to a brand new episode of Modernized Planning, where were turning traditional planning strategies on their head, in favor of a more modern, efficient, and connected approach. deFacto Planning helps businesses unify financial and operational planning into a single, high-performance platform.

Planning

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? Why Financial Planning and Analysis (FP&A) is important?

Financial Planning and Analysis (FP&A)

Fpanda Club

APRIL 18, 2022

To perform these functions marketing, as a discipline, possesses a wide range of tools and techniques that can be used to analyze data, verify hypotheses and communicate information. SWOT SWOT stands for the analytical tool to uncover Strengths, Weaknesses, Opportunities and Threats and is frequently used in strategic planning exercises.

Financial Planning and Analysis (FP&A)

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

Centage

OCTOBER 17, 2022

As you start your financial planning for 2023 and beyond, follow these steps to solidify your three-year strategic plan and boost the odds of achieving your business’ goals. If you want to forecast your financial future, start by looking back at past performance. Financial planning comes with numerous challenges.

Strategic Planning

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)

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)

CFO Talks

OCTOBER 10, 2024

The other side is the big-picture plan—the “Where are we going?” Build Financial Models That Reflect Strategy Your budget and financial reports should reflect strategic goals. So should your financial management. If the strategy shifts, the financial plan needs to adjust as well.

Numbers

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. This business model was not part of my original master plan. Financial planning is our most valuable service.

Planning

CFO Talks

FEBRUARY 9, 2024

When interest rates remain stable, CFOs can confidently plan their finances, minimising the risks associated with interest rate fluctuations. Financial Planning and Analysis: Forecasting and analysing financial trends are fundamental skills for today’s CFOs.

CFO

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. Portfolio Managers are responsible for developing investment strategies, tracking markets, evaluating documents and figures, and creating customer investment plans.

Banking

E78 Partners

SEPTEMBER 14, 2023

Today, companies must adapt, evolve, and plan meticulously to stay competitive and profitable. To guarantee they remain on the right course, having a solid plan and budget in place is paramount for ensuring success. Timely Planning | The BP&B Calendar : Ensure that the budgeting process is both time-efficient and effective.

Financial Planning and Analysis (FP&A)

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)

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)

E78 Partners

NOVEMBER 12, 2024

Enhancing Cross-Departmental Collaboration for Accurate Insights Audits impact more than just the finance team; for an accurate, holistic view, the audit process should engage departments like HR, legal, and financial planning and analysis (FP&A).

Auditing

E78 Partners

NOVEMBER 12, 2024

Enhancing Cross-Departmental Collaboration for Accurate Insights Audits impact more than just the finance team; for an accurate, holistic view, the audit process should engage departments like HR, legal, and financial planning and analysis (FP&A).

Auditing

CFO Talks

SEPTEMBER 12, 2024

This article will provide actionable insights and practical steps that CFOs can implement to confidently navigate financial turbulence. Embrace Scenario Planning One of the most effective tools in managing uncertainty is scenario planning. A resilient culture will help your organisation weather the storm and emerge stronger.

Leverage

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)

Jedox Finance

JULY 23, 2019

These are often not “out of the box” solutions and will require us to spend time learning new skills in process automation, analytics and financial modeling. This is a space that is largely unexplored and represents immense potential for us to understand, interpret, communicate and execute on these predictions. Crystal ball.

Technology

The Finance Weekly

AUGUST 6, 2024

This discipline doesn't just stop at grade-schoolers, it extends to financial planning and analysis (FP&A) teams as well. Strategic financial decisions are not solely the responsibility of FP&A, every individual in the organization contributes to this process.

Financial Planning and Analysis (FP&A)

CFO Simplified

DECEMBER 12, 2021

Finance focuses primarily on the management of assets, liabilities, and strategic growth planning. Growth planning . Leaders in finance are most successful when they have skills in communication, quantitative analysis, financial planning, and team building. Cash flow forecasting.

Accounting

Michigan CFO

JUNE 7, 2023

Understanding the Role of a CFO A CFO is a high-level executive responsible for overseeing the financial activities of an organization. Their primary duties include financial planning, analysis, risk management, financial reporting, and leadership of the finance & accounting team. What Do Virtual CFOs Do?

CFO

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

Future CFO

MAY 22, 2024

“They work along with other executives, frequently in coordination with the CEO and other stakeholders, to match transformation objectives with financial goals,” Waty says. Their influence is felt by directing financial plans that propel and uphold the agenda for change.”

CFO

E78 Partners

NOVEMBER 26, 2024

By leveraging specialized expertise, private equity consultants can quickly diagnose issues and implement strategies to improve profitability, optimize operations, or recalibrate growth plans. Overall, consultants provide essential support at any stage where strategic insight and operational enhancements can increase a company’s value.

Investments

E78 Partners

NOVEMBER 26, 2024

By leveraging specialized expertise, private equity consultants can quickly diagnose issues and implement strategies to improve profitability, optimize operations, or recalibrate growth plans. Overall, consultants provide essential support at any stage where strategic insight and operational enhancements can increase a company’s value.

Investments

The Finance Weekly

NOVEMBER 20, 2023

AI is , transforming the finance sector, especially in financial planning and analysis (FP&A). Analyzing Scenarios and Modeling Sensitivity AI-driven tools empower leaders in financial planning and analysis (FP&A) to analyze different scenarios and model sensitivity.

Financial Planning and Analysis (FP&A)

CFO Talks

MARCH 19, 2024

By distilling these goals into a concise list and communicating them consistently—whether in formal presentations or casual discussions—the CFO ensures everyone understands and aligns with the finance department’s direction. Leading by Example Consider a CFO who champions the adoption of a new cloud-based financial system.

CFO

CFO Talks

MARCH 14, 2024

We emphasized the importance of communication, setting priorities, and the initial avoidance of hasty decisions. They play a crucial role in strategic planning, risk management, and driving innovation, extending their influence far beyond the finance department.

Prioritization

Planful

MARCH 16, 2016

Each department requires varying levels of detail in their financial models, and the dimensions will differ between departments. Sales, manufacturing, marketing, and capital planning will all require different dimensions, and therefore, the modeling tactics utilized will also differ.

Forecasting

E78 Partners

NOVEMBER 25, 2024

With in-depth analysis and careful planning, transaction service teams act as strategic partners throughout the deal process, ensuring each stage is optimized for success. Strategic Insight: Transaction services teams provide deep financial and operational analysis, helping companies understand a deal’s strengths and risks.

Securities