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What is Financial Planning and Analysis (FP&A)?

Spreadym

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.

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Quality of Earnings: A Critical Lens for Financial Analysts

CFA Institute

Quality of Earnings: By approaching financials with this sharper lens, analysts can not only anticipate problems but also identify opportunities that align with long-term value creation.

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Budget vs Actuals: The Key to Measuring Business Performance  

Centage

Continuous Improvement Budget vs actuals analysis is a continuous process. Learning from past variances and adjusting your budgets and strategies accordingly gives you the insight to consistently improve your company’s financial performance.

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Are You Investing in a Fad or a Future Market Leader?

CFA Institute

Sandeep Srinivas, CFA is a partner and fund manager at FIM Partners in Dubai. He oversees a substantial asset base across Frontier Emerging Markets and the Middle East. He spends significant time on in-depth investigation of business models to uncover opportunities for long-term, value-driven investments.

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From Controller to CFO: What Changes?

CFO Talks

Financial Analysis: The CFO decides what financial analysis to do to improve the business and shares these insights with other department heads. The duo contributes to financial analysis, with the CFO often spearheading this task. The Controller might help by pulling together the necessary data.

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Beyond Bank Runs: How Bank Liquidity Risks Shape Financial Stability

CFA Institute

For financial analysts, understanding bank liquidity risks is essential not just for assessing individual banks but also for evaluating broader market conditions.

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Key Performance Indicators (KPIs) Explained

CFO Share

The Role of Bookkeeping in KPIs Bookkeeping is the foundational layer upon which the edifice of financial analysis, including KPIs, is built. Misclassifications or omissions in bookkeeping can lead to misguided assessments of financial health.