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.

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

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

Centage

SEPTEMBER 5, 2023

The current economic climate is causing profound challenges for business owners across industries. Sophisticated FP&A software tools like Planning Maestro enable finance teams to automate routine tasks such as manual data entry, accelerating workflows and improving forecasting.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Budgeting Benchmarking Valuation 98

The Finance Weekly

FEBRUARY 23, 2022

A study by the University of Baltimore and Excel-based FP&A company, , DataRails , lays out the full economic costs of businesses sticking with manually prepared financial reports. billion is the first number that came out of the research and this represents the total amount of money lost by manual financial work.

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Financial Planning and Analysis (FP&A) Profit and Loss Budgeting Math 83

CFO Share

APRIL 2, 2024

Churn and Transition Expense The turnover of an in-house finance manager not only disrupts operations, forecasting, and financial reporting; but also restarts the recruiting/hiring/training expense cycle. Whereas if your employee commits fraud, your insurance may not cover the loss.

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CFO Finance Cost Analysis Forecasting 52

CFO News Room

DECEMBER 16, 2022

And while there’s no guarantee that any job will be immune to cutbacks or layoffs, some industries weather economic storms better than others. After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. Financial Examiner. Financial Reporting Skills.

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Finance Budgeting Compliance Financial Analyst 130

CFO Leadership

OCTOBER 10, 2023

Future-forward finance and accounting organizations were quick to embrace robotic process automation (RPA) years ago to manage mundane, repetitive back-office tasks like data entry and routine financial reporting. McKinsey asserts that generative AI will “unleash the next wave of productivity” for businesses and their teams.

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Spreadym

NOVEMBER 3, 2023

Monitoring and Adjusting: Regularly review and adjust your financial plan to reflect changes in your life circumstances, financial goals, and market conditions. Financial planning is a dynamic process, and it's essential to adapt your plan as your life evolves and as economic conditions change.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

VCFO

MAY 14, 2022

Elbert is a senior finance professional with nearly three decades of experience in financial reporting and analysis, banking and credit relationships, treasury-cash management, profit improvement, budgeting and forecasting, and e-commerce across multiple industries.

CFO 52

CFO Treasury Leadership Cash Management 52

Centage

SEPTEMBER 5, 2023

The current economic climate is causing profound challenges for business owners across industries. Sophisticated FP&A software tools like Planning Maestro enable finance teams to automate routine tasks such as manual data entry, accelerating workflows and improving forecasting.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Benchmarking Valuation 52

Future CFO

DECEMBER 31, 2021

According to Gartner , finance leaders anticipate a greater percentage of their time will be spent in improving flexibility of budgeting & forecasting (58%), closely followed by developing digital skills (56%) and redefining employee value proposition in hybrid environments. What does this mean to the finance and accounting team of 2022?

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Leadership Finance GAAP Forecasting 98

Centage

MAY 23, 2022

The current economic circumstances haven’t just resulted in financial uncertainty for millions of Americans. With rolling forecasts, businesses can gain better insight while aligning their sales and production goals with what’s actually happening from a financial perspective. What’s a Rolling Forecast? Watch Demo.

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Forecasting Financial Planning and Analysis (FP&A) Budgeting Data Analysis 98

The Finance Weekly

JUNE 22, 2022

In addition, solid financial guidance is one of the keys to scaling a startup, and a Fractional CFO provides cost effective experience with a low level of commitment- exactly what young startups are looking for. Although each company has its own unique KPIs and goals, there tends to be many similarities in the work.

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Financial Planning and Analysis (FP&A) Marketing CFO Startups 105

Future CFO

AUGUST 30, 2021

According to Payscale.com , skills such as leadership, and financial reporting and strategic planning, won’t elevate your take-home pay much. A Bachelor’s degree in the following will be expected for this role are Accounting, Finance or Economics. What makes for a sought-after chief finance professional (CFO)?

Financial Planning and Analysis (FP&A) 52

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

CFO Simplified

JULY 6, 2023

Look at the economic conditions the country and the world are in. The near-term forecast is for interest rates to continue to rise. Some large companies insist on getting regular financials from their major suppliers, just as banks demand monthly financial reporting. There’s a good reason why. Business changes.

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CFO Invoicing Forecasting Sales 52

Planful

APRIL 1, 2020

As the economic impacts of COVID-19 start to set in, finance professionals everywhere are focused on re-forecasting scenarios and assessing a variety of tangible and intangible variables in order to chart a risk-adjusted path forward. McKinsey: Beyond Coronavirus: The Path to the Next Normal.

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Financial Planning and Analysis (FP&A) Leadership CFO Finance 40

Michigan CFO

JULY 8, 2022

Financial Reporting. A CFO can create financial reports that simplify the bookkeeper or accountant numbers into informative metrics that a business owner can act upon. A CFO can create financial reports that simplify the bookkeeper or accountant numbers into informative metrics that a business owner can act upon.

CFO 40

CFO Forecasting Accounting Planning 40

Centage

JUNE 21, 2022

For most businesses, the current economic circumstances – and looking at what may lay ahead – haven’t just resulted in financial uncertainty, it’s also brought to light the inherent challenges with using conventional budgeting methodologies to track and anticipate future business performance. The answer?

Forecasting 52

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

Planful

JULY 27, 2017

The need to respond better to fast-changing economic and business conditions. Eliminate reliance on spreadsheets and email for financial planning and reporting processes. Implement rolling forecasts to periodically update budget assumptions. Empower managers with self-service management reporting. Learn More.

Financial Planning and Analysis (FP&A) 40

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

Planful

JANUARY 11, 2022

And as the economic recovery continues and business operations slowly return to normal, the digital surge shows no signs of slowing down. Consistent with their 2018 forecast, McKinsey’s late 2020 study found that organizations that invested more in digital than their competitors were twice as likely to report outsize revenue growth.

Financial Planning and Analysis (FP&A) 40

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

BlueLight

JULY 30, 2020

Forward In the current economic crisis, business leaders from early-stage startups to large multinational corporations have had to make difficult decisions. The financial implication of these decision is critical and the CFO is the executive helping the CEO navigate these decisions. This task falls to the finance leader.” “The

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CFO Financial Planning and Analysis (FP&A) Strategic Planning Startups 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. However, there can be some disadvantages to using Excel for your company’s financial forecasting.

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Forecasting Budgeting Data Analysis Financial Modeling 98

Cube Software

MAY 11, 2023

Think of pro forma statements as a monetary crystal ball, a guiding financial forecast. The Securities and Exchange Commission (SEC) requires that discrepancies between pro forma and GAAP-compliant financial reports be explained when released to the public.

GAAP 40

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

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.

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Forecasting Budgeting Data Analysis Financial Modeling 52

Musings on Markets

JULY 14, 2021

Almost in parallel, accounting as a profession found its footing and worked on creating rules that would apply to reporting, at least at publicly traded companies, with GAAP (Generally Accepted Accounting Principles) making its appearance in 1933.

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GAAP Forecasting Accounting Numbers 52

Centage

DECEMBER 21, 2022

This is especially concerning as we look ahead to another challenging year of economic uncertainty. It allows you to understand the impact of a change in a specific variable on your financial sheets. You can update your forecasts based on the analysis. Update rolling forecasts as required. Why do Scenario Planning?

Financial Planning and Analysis (FP&A) 98

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

Centage

JANUARY 17, 2023

Your budget vs actual statement is exactly that – an important part of a business’s financial reporting that shows, for a period of time, what your actual income and actual expenses look like compared to what you thought they would. Budget vs Actual Statement – What It Is and What It Isn’t.

Financial Planning and Analysis (FP&A) 98

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

Spreadym

JULY 10, 2023

Adjustments are made to ensure that financial statements reflect the economic reality of the period being closed. The financial close process is crucial for ensuring accurate and reliable financial reporting. They facilitate collaboration, version control, and document sharing among team members.

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Financial Planning and Analysis (FP&A) Reconciliations Accounts Payable General Ledger 52

E78 Partners

AUGUST 1, 2023

This shortage is particularly pronounced in times of economic growth, when many companies are actively pursuing acquisition strategies to expand their market presence. Each target company may have unique financial reporting requirements, regulatory compliance, and industry-specific challenges.

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Leverage Financial Analysis Accounting Budgeting 52

CFO News Room

NOVEMBER 15, 2022

The company reported adjusted earnings per share of $1.50 Retail stocks — Retail stocks rose following Walmart and Home Depot ‘s stronger-than-expected financial reports for the third quarter. after the company cut its earnings guidance and cash flow forecast. billion in revenue, per Refinitiv.

Cash Flow Forecasting 130

Cash Flow Forecasting Entertainment Manufacturing Advertising 130

Musings on Markets

NOVEMBER 1, 2023

In short, Tesla's financial reports, are an illustration of how much expectations can play a role in how markets react to the news in them. Some of this price cutting is tactical and in response to competition, current or forecast, but some of it may reflect a shift in the company's business model.

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Valuation Profit and Loss Numbers Sales 114

Future CFO

MARCH 1, 2021

Evaluating historical data alongside forward-looking financial statements can assemble a forecast that considers potential variations over time. Decision teams with clear data governance roles and responsibilities can then brainstorm solutions and co-create more intuitive financial reporting formats.

Finance 52

Finance Communication Financial Analysis CFO 52

Embark With Us

JANUARY 19, 2022

Financial Reporting. Markets move like lightning, so the faster your leadership can read the economic and operational tea leaves, the better. However, organizations have immense amounts of data to sort through, meaning real-time reporting is a bear of a task without the right tools to inform it.

Accounting 98

Accounting Finance Data Analysis General Ledger 98

Planful

OCTOBER 5, 2021

Who could argue with fewer days spent in consolidation, forecasting, and reporting? Within a short time, they were able to cut down on financial reporting times by 80%. A 2019 Forrester report on the total economic impact (TEI) of Planful revealed that companies deploying the platform could see savings of up to $1.2

Financial Planning and Analysis (FP&A) 40

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

Barry Ritholtz

SEPTEMBER 12, 2022

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. You have a background, undergraduate, your economics degree from Notre Dame, but you were dual-major Spanish language and Literature degree, how useful was that in Latin America?

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Investments Marketing Profit and Loss Banking 114