Spreadym

OCTOBER 3, 2023

Here's more about who FP&A candidates are: Education: They often have a bachelor's degree in finance, accounting, economics, or a related field. Many candidates also hold advanced degrees like a Master's in Business Administration (MBA) or a Chartered Financial Analyst (CFA) designation.

Financial Planning and Analysis (FP&A) 59

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

CFO Network

FEBRUARY 14, 2024

Expert Financial Analysis A Fractional CFO brings a fresh perspective to your financial landscape. They conduct in-depth economic analysis , helping you identify areas of improvement and untapped opportunities. Their expertise in financial modeling can provide invaluable insights into your company’s performance.

CFO 52

CFO Tax Planning Financial Analysis Strategic Planning 52

CFO Talks

SEPTEMBER 12, 2024

Instead of relying on a single forecast, consider creating multiple financial models that reflect best-case, worst-case, and moderate scenarios. Actionable Steps: Develop at least three scenarios (optimistic, pessimistic, and most likely) for your key financial metrics.

Leverage 52

Leverage Forecasting Communication Economics 52

CFO Talks

MARCH 14, 2024

The position of Chief Financial Officer has evolved significantly over the past few decades. No longer confined to the guardianship of financial reporting and compliance, modern CFOs are now pivotal strategists and advisors at the heart of corporate decision-making. Delegation and Empowerment: No CFO can do it all alone.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Future CFO

MARCH 27, 2025

Joseph thinks that another area of success for the Finance department over the past months is real-time financial reporting, where cloud-based AI platforms automate variance analysis and generate management reports that previously took days to compile. One of the biggest shifts is AI-powered scenario planning.

Compliance 52

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

Centage

OCTOBER 3, 2022

The process of generating what-if scenarios and financial models or incorporating several variables at once could be time-consuming. The multi-dimensional model could also be challenging to envision, which may lead to errors and oversights. For budget forecasters, real-time financial reporting has become increasingly vital.

Forecasting 52

Forecasting Budgeting Data Analysis Financial Modeling 52

E78 Partners

NOVEMBER 25, 2024

This team is responsible for conducting thorough due diligence, which involves assessing the target company’s economic health, cash flows, and liabilities. The team helps clients understand each deal’s potential returns and risks by providing accurate valuations and financial models.

Securities 52

Securities Restructuring Valuation Financial Modeling 52

E78 Partners

NOVEMBER 25, 2024

This team is responsible for conducting thorough due diligence, which involves assessing the target company’s economic health, cash flows, and liabilities. The team helps clients understand each deal’s potential returns and risks by providing accurate valuations and financial models.

Securities 52

Securities Restructuring Valuation Financial Modeling 52

Planful

OCTOBER 5, 2021

Prior to bringing in Planful, it took CBIZ up to four hours to create profit and loss statements (P&Ls) and one to two weeks to put these P&Ls into usable financial models that could be packaged for reports in the month-end close. Within a short time, they were able to cut down on financial reporting times by 80%.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Benchmarking 40

Cube Software

MAY 11, 2023

These financial modeling tools are one of the most important to help a company prepare for any kind of scenario imaginable and map out a future trajectory. Pro forma statements are financial projections that ask and attempt to answer "what if" questions. That's where pro forma statements come into play.

GAAP 40

GAAP Financial Planning and Analysis (FP&A) Profit and Loss Accounting Principles 40

CFO Talks

MARCH 12, 2025

Learning to use data analytics tools such as Excel, Power BI, and financial modelling software can enhance financial decision-making. Analysing real-world financial reports and case studies provides practical insights into financial decision-making.

Finance 52

Finance IFRS Compliance Financial Modeling 52