Centage

SEPTEMBER 14, 2021

Compounded over many rows, even a simple mistake can lead to faulty financial data. Large or small business that use spreadsheets are taking a risk: Boeing leaked employees’ personal data in a hidden spreadsheet column. Siloed financial data can lead to false assumptions because insight isn’t based on a complete picture.

Budgeting 96

Budgeting General Ledger Data Analysis Financial Data 96

E78 Partners

SEPTEMBER 9, 2024

It’s not just about managing numbers—it’s about aligning financial strategies with business goals to unlock value at every stage of the investment cycle. A tailored budget plan can empower private equity-backed companies to meet and exceed their financial objectives.

Budgeting 59

Budgeting Planning Financial Modeling Forecasting 59

Spreadym

OCTOBER 3, 2023

Skills: They possess a range of technical and soft skills, including financial analysis, financial modeling, data management, budgeting, forecasting, communication, and problem-solving skills. Experience: FP&A candidates may have prior experience in financial analysis, accounting, or related roles.

Financial Planning and Analysis (FP&A) 59

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

The Finance Weekly

JANUARY 19, 2023

An operational CFO optimizes performance by combining data from various departments with financial data. It involves analyzing financial statements and data from different business units. Though both have many of the same responsibilities, each type carries different expertise.

Leadership 98

Leadership CFO Benchmarking Finance 98

E78 Partners

SEPTEMBER 9, 2024

It’s not just about managing numbers—it’s about aligning financial strategies with business goals to unlock value at every stage of the investment cycle. A tailored budget plan can empower private equity-backed companies to meet and exceed their financial objectives.

Budgeting 52

Budgeting Planning Financial Modeling Forecasting 52

Centage

SEPTEMBER 11, 2023

Gather the Data. Collect your company’s financial data, including the budgeted and the actual figures for the same timeframe. Making Informed Financial Decisions Resource allocation, investment opportunities, and strategic shifts are all made easier using the insights gleaned from budget vs actuals analysis.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Budgeting Forecasting Performance Measuring 105

Spreadym

JUNE 27, 2023

Budgeting involves allocating resources and setting financial targets for various departments or business units within the organization. Financial Analysis: FP&A professionals conduct in-depth analysis of financial data to assess the organization's performance and identify areas for improvement.

Financial Planning and Analysis (FP&A) 52

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

Spreadym

NOVEMBER 16, 2023

This ensures that financial data is accurate, up-to-date, and consolidated. Collaboration and Workflow Management: Features for collaboration and workflow management facilitate communication and coordination among team members involved in the financial planning process.

Financial Planning and Analysis (FP&A) 59

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

E78 Partners

AUGUST 15, 2023

They utilize advanced financial modeling techniques to predict outcomes and assess the viability of various business strategies. Their involvement extends to partnering with the business to develop scenarios, mitigate risk, and influence the allocation of resources to maximize return on investment.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Cash Flow Forecasting Financial Modeling Forecasting 52

The Finance Weekly

NOVEMBER 20, 2023

AI integration in their FP&A function brings various positive outcomes: AI algorithms boost efficiency by swiftly handling large amounts of financial data, reducing the , risk of errors , and enhancing data integrity. Advanced AI solutions offer real-time analysis during data entry.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Cash Flow Forecasting Forecasting 52

Boston Startup CFO

APRIL 12, 2024

Through meticulous analysis of your historical financial data and current business operations, we will develop accurate and reliable cash flow projections, enabling you to make informed decisions, anticipate potential cash shortfalls, and implement effective strategies to maintain optimal liquidity and financial stability for your business.

Planning 40

Planning Cash Flow Forecasting Financial Modeling Forecasting 40

Collectiv

MARCH 5, 2025

Rather than relying on standalone solutions like Jet Reports for ERP reporting or CPM tools for financial data, they are shifting to a more integrated approach. Planning is no longer just the CFOs responsibilityit now involves CIOs, data teams, and operational leaders working together strategically.

Planning 52

Planning Forecasting Budgeting Financial Modeling 52

Spreadym

AUGUST 10, 2023

What is financial reporting software? Financial reporting software refers to specialized tools or applications designed to help organizations generate, manage, and present their financial data in a clear and organized manner. Exporting and Sharing: The ability to export reports in various formats (PDF, Excel, etc.)

Financial Reporting 52

Financial Reporting Financial Planning and Analysis (FP&A) Accounting Standards CFO 52

Spreadym

JUNE 6, 2023

It may be used for: Budgeting and financial planning: Financial forecasts are used to develop budgets and allocate resources. They provide a roadmap for managing income, expenses, investments, and other financial activities. It helps in evaluating the potential returns and risks associated with investment decisions.

Forecasting 52

Forecasting Budgeting Planning Financial Modeling 52

Spreadym

SEPTEMBER 27, 2023

These KPIs could relate to financial performance, customer satisfaction, operational efficiency, and more. Data Integration: Gathering and integrating data from various sources within an organization is crucial for CPM. This data may include financial data, operational data, customer data, and more.

SAP 59

SAP Budgeting Forecasting Auditing 59

Michigan CFO

JUNE 7, 2023

Financial Reporting and Analysis: Virtual CFOs prepare (or oversee the preparation of) accurate and timely financial statements, analyze financial data to assess business performance, generate customized reports for management and stakeholders, and conduct financial ratio analysis and benchmarking.

CFO 52

CFO Problem Solving Budgeting Financial Systems 52

Future CFO

JUNE 13, 2022

It also involves strategic financial modelling to optimise resources, developing effective tools for financial data analytics, and implementing a robust finance framework to aid in service transformation and improving access to quality care for patients across SingHealth’s institutions.

Healthcare 52

Healthcare CFO Leadership Finance 52

The Finance Weekly

APRIL 13, 2024

The finance industry employs a multitude of software solutions to facilitate budget creation, and financial reporting, and to assist financial analysts and investors with financial planning and forecasting. These tools offer capabilities ranging from spending tracking and improved budgeting to making informed investment choices.

Financial Planning and Analysis (FP&A) 52

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

Onplan

DECEMBER 16, 2021

In a previous blog , we defined strategic finance as “a way to turn what’s traditionally been a siloed set of processes and functions into a unified, integrated view of your financial performance that takes the entire organization’s perspective into consideration.”. The most talented FP&A pros are masters.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Sales Finance Forecasting 52

Onplan

DECEMBER 16, 2021

In a previous blog , we defined strategic finance as “a way to turn what’s traditionally been a siloed set of processes and functions into a unified, integrated view of your financial performance that takes the entire organization’s perspective into consideration.”. The most talented FP&A pros are masters.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Sales Finance Forecasting 52

CFO Talks

MARCH 12, 2025

New regulations, technologies, and trends emerge, affecting businesses, investments, and financial decision-making. Lifelong learning ensures that your knowledge stays relevant, helping you make informed decisions, improve your career prospects, and stay ahead in the financial world.

Finance 52

Finance IFRS Compliance Financial Modeling 52