The Finance Weekly

NOVEMBER 21, 2024

Let's go over a few of them: Scenario mode ling - ability to create multi-scenario financial analysis for better decision-making. Datarails and Planful were the first ones to roll out the AI function in FP&A. Overview of Vena Vena is a popular FP&A software solution and has quite a few functions and features.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

FEBRUARY 14, 2025

Addressing such gaps is crucial for the organisation, including the Finance function, as it can impact cost planning and decision-making processes. The ability to integrate AI into financial planning also means we are seeing improved efficiency, allowing Finance teams to focus on strategic initiatives rather than administrative tasks."

Cash Flow Forecasting 78

Cash Flow Forecasting Compliance Leverage Reconciliations 78

The Finance Weekly

DECEMBER 2, 2024

Under this familiar process, financial personnel export data from their organization's software, typically the company's Enterprise Resource Planning (ERP) system. Most, if not all, such processes are currently reliant on Excel spreadsheets.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Data Analysis Financial Modeling 52

Future CFO

JUNE 19, 2025

While the technology promises to transform financial planning and analysis, practitioners are grappling with fundamental obstacles that threaten to undermine the strategic value proposition of AI. Traditional financial analysis skills must be augmented with prompt engineering, data literacy, and AI interaction capabilities.

Financial Planning and Analysis (FP&A) 52

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

CFO Plans

MAY 19, 2025

Building a Financial Blueprint for Business Success Your journey begins with a well-constructed financial plan. Set clear financial goals and draft a roadmap that includes revenue forecasts, expense estimates, and cash flow projections. Visit CFO Plans to learn more about how they can assist in your financial journey.

Budgeting 52

Budgeting Startups CFO Finance 52

CFO Talks

FEBRUARY 20, 2025

Numbers Never Lie but They Rarely Tell the Whole Story For too long, financial analysis has been seen as a back-office functionprocessing numbers, producing reports, and ensuring compliance. So how do we move from routine financial analysis to something more insightful? Assumptions are rarely questioned.

Numbers 52

Numbers Financial Analysis Financial Analyst Financial Data 52

Musings on Markets

DECEMBER 11, 2024

The class is structured around the three financial statements that embody financial reporting - the income statement, balance sheet and statement of cash flows - and how the categorization (and miscategorization) of expenses into operating, financing and capital expenses plays out in these statements.

Valuation 125

Valuation Corporate Finance Finance Investments 125

Future CFO

FEBRUARY 26, 2025

AI toy solutions, such as that of Agora, allow finance professionals to monitor real-time engagement metrics, subscription revenues, and user interaction patterns across global markets, shifting financial planning from traditional quarterly licensing reviews to dynamic, data-driven revenue optimization strategies.

Leverage 52

Leverage Finance Financial Analysis Entertainment 52

CFO Talks

JANUARY 30, 2025

Importantly, this vision is not created in isolation but collaboratively developed with the management team. “Most businesses have a general sense of where they want to go but havent formalized it into a plan,” Roger explained. These goals are the starting point.

Communication 52

Communication CFO Valuation Construction 52

Musings on Markets

FEBRUARY 18, 2025

On business B, you have a challenge, since it does seem irrational that an entrepreneur would enter a bad business, and while that irrationality cannot be ruled out (perhaps the entrepreneur thinks that earning any profit makes for a good business), the reality is that outside events can wreak havoc on the bet paid plans of businesses.

Marketing 52

Marketing Profit and Loss Investments Accounting 52

CFO Talks

DECEMBER 5, 2024

This has allowed me to process and consolidate key activities from the day, and respond to key deliverables, whilst also planning for the next day. The role of a CFO in a company has evolved over the years, providing key insights through financial analysis is an integral part of the role as this helps with decision making.

CFO 52

CFO Finance Accounting Communication 52

CFA Institute

JANUARY 10, 2025

After retiring from Santa Clara in 2016, he pursued new research interests in financial market history and retirement income planning. McQuarrie, Ph.D., is Professor Emeritus at the Leavey School of Business at Santa Clara University.

Marketing 52

Marketing Investments Planning Financial Analysis 52

Spreadym

NOVEMBER 23, 2023

OPEX in Financial Analysis is a crucial metric as it reflects the ongoing costs necessary for running a company and generating revenue. OPEX in Financial Analysis Analyzing OPEX is essential because it provides insight into a company's operational efficiency and cost management.

Financial Analysis 59

Financial Analysis Benchmarking Cost Management Restructuring 59

Centage

JANUARY 17, 2023

Between a volatile stock market, high interest rates, supply chain issues, inflation, and a possible recession, having a solid financial planning process in place is an important piece of sustaining your business through challenging times. Today’s business leaders are facing unprecedented uncertainty. Was it a salesmanship issue?

Financial Planning and Analysis (FP&A) 98

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

Future CFO

JUNE 24, 2024

It took me years to be skilled in financial planning and analysis. Not every finance professional can be sharp enough to detect key highlights and provide analysis for the financial statements. The balance sheet and key financial ratios should tell the strengths and problems of the Company.

Auditing 111

Auditing Financial Analysis Forecasting Reconciliations 111

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? The primary objectives of FP&A.

Financial Planning and Analysis (FP&A) 52

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

Spreadym

APRIL 23, 2023

Enterprise software solutions for planning and financial analysis and corporate consolidation typically require robust and scalable technologies to ensure optimal performance and reliability. Collaboration and Workflow Management: Business planning and budgeting involves cross-functional collaboration and communication.

Forecasting 52

Forecasting Technology Sales Planning 52

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, budgeting and forecasting are linked together forming financial planning processes.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Forecasting 130

Spreadym

MARCH 1, 2023

Uncertainty, no matter the reason causes it, complicates the planning and budgeting at a company. Usual financial and operational models don’t work. In this case, planning and budgeting activities are often limited to financial and operational models in Excel. Also, such Excel files attend tables with aggregated data.

Budgeting 52

Budgeting Planning Forecasting Financial Analysis 52

CFO Share

DECEMBER 9, 2023

From startups to established enterprises, understanding the dynamics of financial forecasts is fundamental to effective business planning. What is financial forecasting? Utilizing Forecasting for Strategic Expansion Financial forecasting is essential for any business planning to expand in a sustainable manner.

Forecasting 52

Forecasting Planning Currencies Startups 52

Centage

JANUARY 3, 2023

At Centage Corporation, we offer Planning Maestro ® as an industry-leading solution that uses cloud-computing innovation and practical methods to streamline automation, performance, and integration. Implementing Planning Maestro as a Solution. Excel Formula Disadvantages for Businesses.

Financial Planning and Analysis (FP&A) 98

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

Jedox Finance

SEPTEMBER 6, 2022

From new visualizations to security enhancements, to planning assistance that helps you avoid making costly mistakes, the new release increases your teams’ efficiency in operating the business. How the Jedox planning and performance platform 2022.3 The Jedox platform 2022.3 release simplifies reporting and operations. Waterfall chart.

Planning 52

Planning Profit and Loss Forecasting Financial Analysis 52

Boston Startup CFO

APRIL 12, 2024

Product Roadmap We can conduct a thorough financial analysis and feasibility study of each products’ development and launch.

Strategic Planning 40

Strategic Planning Planning Budgeting Prioritization 40

E78 Partners

JULY 19, 2023

As we approach the planning cycle for 2024, organizations are recognizing the immense value of harnessing the power of forecasting, planning, and analytics (FP&A). This entails developing a well-crafted plan and budget for 2024, which serves as a critical foundation for success.

Financial Planning and Analysis (FP&A) 52

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

Fpanda Club

JULY 24, 2022

From the FP&A standpoint, which may also lack that entrepreneurial perspective, the use of the traditional tools of financial analysis based on the discounted cash flows not only perfectly supports this kind of behavior, but also justifies it. This may lead to project failures.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Profit and Loss Valuation Benchmarking 130

Spreadym

APRIL 27, 2023

Financial analysis and planning (or FA&P) software is a type of business software that helps companies manage their finances and operational activity by analyzing financial data and providing tools to plan, forecast and make budgets for efficient business growth.

Financial Analysis 52

Financial Analysis Tax Planning Budgeting Forecasting 52

The Finance Weekly

APRIL 5, 2022

The impact of data driven financial analysis goes well beyond its traditional role of budgeting and forecasting, and has the potential to contribute greatly as a forward thinking department for real-time decision making. This is both causing lost time and money and leaving revenue on the table from innovation not occurring.

Financial Planning and Analysis (FP&A) 52

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

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) 59

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

Focus CFO

DECEMBER 6, 2021

Some business owners downplay the complexity of Financial Planning and Analysis (FP&A) and mistakenly task their accounting team with this crucial function, or hope their CPA firm can be of help. Turning Goals into a Strategic Plan. A long to-do list or a list of goals is not a strategic plan. By Michael Stier.

Financial Planning and Analysis (FP&A) 92

Financial Planning and Analysis (FP&A) Strategic Planning CFO Communication 92

Onplan

JANUARY 19, 2022

If you do take the second option, make sure to plan for additional managerial and staff costs necessary to stay in sync. Hiring: plan versus reality. Succession planning. CFOs can avoid losing strong performers on their teams by ensuring they and their top lieutenants are thinking and communicating about succession planning.

Communication 97

Communication Leadership Planning Financial Analysis 97

E78 Partners

AUGUST 21, 2023

Value creation will need to get off to a quick start, which means that pre-transaction diligence and a 100-day plan are more crucial than ever. Getting Out of the Gate Fast: The First 100 Day Plan After acquiring a company, the first 100 days are crucial. But you cannot stop there.

Planning 52

Planning Valuation Restructuring Leverage 52

CFO Talks

OCTOBER 22, 2024

Based in South Africa, she holds a B.Com in Financial Management from the University of South Africa (Unisa) and has steadily built a career grounded in her love for numbers and the stories they tell. A Morning Routine Rooted in Reflection and Action Engela begins her day at 5:00 am, embracing the quiet to read, exercise, and plan her day.

Leadership 98

Leadership CFO Prioritization Financial Analysis 98

CFO Share

APRIL 8, 2024

Accounting – the language of business – will eventually scream financial challenges in your monthly statements. But, if you listen closely and know what to look for, you will hear the whispers of earlier warnings and have more time to plan a response.

Financial Analysis 102

Financial Analysis Sales Manufacturing CFO 102

CFO Plans

SEPTEMBER 24, 2024

Virtual CFOs provide comprehensive small business bookkeeping services , meticulously recording every financial transaction. This accuracy not only maintains financial integrity but also simplifies financial analysis and reporting, making it easier to track progress and plan for the future.

Startups 52

Startups CFO Financial Analysis Risk Management 52

Focus CFO

JUNE 16, 2023

John is a highly accomplished executive boasting considerable experience in strategic planning, treasury management, accounting, financial analysis, and business development. John Azlant has joined the FocusCFO team in Northeast Ohio.

Financial Analysis 52

Financial Analysis Strategic Planning Treasury Leadership 52

CFO Selections

JANUARY 12, 2024

Originally published: 3/23/2020 Updated: 1/8/2023 Why are financial projections important and how can they inform a company’s financial analysis to increase confidence in the numbers? To answer that question, we need to take a step back.

Financial Analysis 52

Financial Analysis Planning Numbers Accounting 52

Collectiv

OCTOBER 17, 2022

Some of the most popular use cases include sales reporting, financial analysis, web and social media traffic analytics, inventory management, and time-tracking, but really…the list goes on and on. Financial Analysis Report in Power BI. Financial analysis reports in Power BI go beyond simple number-crunching.

Financial Planning and Analysis (FP&A) 52

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