Financial modelling in times of COVID-19 uncertainty part one

Future CFO

A good financial analyst follows certain procedures and discipline This article will explain major errors made with financial modelling and how to avoid them.

Financial modelling in times of COVID-19 uncertainty part two

Future CFO

Building a financial model with Excel is a complex task. With so many considerations to make, you will likely make certain errors. Follow these simple rules to avoid errors. Accessing FutureCFO Premium Content. Welcome! To access Premium content and more, please login below.

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Why Does Excel Survive in Finance Departments?

CFO

Spreadsheets automation Excel financial modeling machine learning Microsoft spreadsheets

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vcfo Houston Team Grows with Addition of Jose Perez-Bello, Consulting CFO

VCFO

Jose is a senior finance professional with more than 30 years of experience in financial management roles in manufacturing and international energy ventures. Joining vcfo’s Houston market as a Consulting CFO is Jose Perez-Bello.

Where Can FP&A Career Path Take You?

Fpanda Club

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.

3 Marketing Tools to Adopt to Become Better Finance Business Partners

Fpanda Club

To become better business partners FP&A practitioners should be creative, but it is not an easy task with a financial mindset traditionally focused on numbers, correct calculations and cause-and-effect relationship.

Introducing the OnPlan AppStore

Onplan

To do that, we’ve built things like scenario planning and BvAs, rolling forecasts, interactive dashboards, integrations to key systems, and a lot more to supercharge customers’ spreadsheet models. OnPlan Engine: A flexible foundation for FP&A.

B2C 52

David Greenbaum on the Kruze Consulting podcast

Onplan

Picture it: you’re at the big meeting, presenting the results of your giant financial forecast for a big acquisition to the CEO. Did you wonder, how can Excel modeling be so fragile, and how can it be that the CEO is the QA for your financial modeling?

Investment Banking vs. Corporate Finance: What’s the Difference?

CFO News Room

A corporate finance professional deals with day-to-day financial operations and handles short- and long-term business goals, while an investment banker focuses on raising capital. They offer advisory services to big clients and perform complex financial analyses. Financial Advisor

It’s the time of the year for strategic planning and budgeting

CFO Simplified

If you’ve put together annual strategic, operational, and financial plans previously, terrific. As the end of the fiscal year comes into focus, it’s time to put together plans for the upcoming year.

5 Accounting Challenges Startups Face and How to Help Them Thrive

The CFO College

From the moment a CEO starts pouring time and money into an idea, a rock-solid financial foundation is key to increasing the odds of success. Cash Flow Woes -- Startups require brutal honesty about their financials. The deck includes: Bullet-proof financial model.

CFO 71

Meet the Team: Valerio Siviero, Chief of Staff at OnPlan

Onplan

I’m also the guy that friends and family go to if they need financial modeling. Whenever they need to make an important financial decision, like buying a car or a house, I’m the go-to guy. I probably spend half my weekends building models for my friends and family.

Breaking Down the FP&A Function of the CFO Suite

BlueLight

Traditionally, the chief financial officer (CFO) is responsible for tracking the company’s past and present financial situation and ensuring on-time and accurate financial reporting. This function is called financial planning and analysis (FP&A).

CFO 52

Formula for Calculating (CAGR) in Excel?

CFO News Room

Financial modeling best practices require calculations to be transparent and auditable. Financial AdvisorThe compound annual growth rate (CAGR) shows the rate of return of an investment over a certain period of time, expressed in annual percentage terms.

Math 130

Sales Forecasting in Excel: How to Choose and Build the Right Forecasting Model (Free Excel/Google Sheets Template)

Onplan

Sales forecasts are a key driver of a company’s financial model because they affect profit and cash flow generation. While interpreting total revenues might look easy, building an accurate sales forecasting model is harder than it looks. What is Sales Forecasting?

A Step by Step Guide to Rolling Forecasts

Onplan

Rolling forecasts provide companies with live financial plans updated in real-time to respond to internal changes and external events. Rolling forecasts make use of historical financial data, the latest market conditions, and up-to-date understanding of evolving risks and opportunities.

How to Calculate the Payback Period With Excel

CFO News Room

Financial modeling best practices require calculations to be transparent and easily auditable. Financial AdvisorWhat Is a Payback Period?

What is the formula for calculating compound annual growth rate (CAGR) in Excel?

CFO News Room

Financial modeling best practices require calculations to be transparent and auditable. Financial AdvisorThe compound annual growth rate (CAGR) shows the rate of return of an investment over a certain period of time, expressed in annual percentage terms.

Math 130

Finance vs. Accounting

CFO Simplified

A company’s financial performance only gets better by making operational changes to drive improvement in the bottom line. Everything that happens in a company flows down to the financials. You change operations, you affect the financials. .

Board Meetings Just Got Better Thanks to Dashboarding

The Finance Weekly

FP&A analysts and financial managers must modernize their methods of presenting information to their board members in order to demonstrate their worth. This is because most financial reports are created manually, which means they take a long time to complete.

How to Become an Investment Bank Analyst

CFO News Room

However, with the right blend of education, work ethic, and network, many find a career in investment banking rewarding both personally and financially. Banks are looking for smart, skilled, and educated candidates that already have a firm grasp of financial modeling and quantitative skills.

WACC Formula Excel: Overview, Calculation, and Example

CFO News Room

The weighted average cost of capital (WACC) is a financial metric that shows what the total cost of capita l is for a firm. The weighted average cost of capital (WACC) is a financial metric that reveals what the total cost of capital is for a firm. . Financial Advisor

CFO 130

PODCAST: Understanding Fundraising & Human Behavior

The Charity CFO

And I love talking to him about things that are not necessarily financial related. And I like seeing that because I like to then go back and see, did it actually have a financial, um, success, not just, uh, pulling at the hard strength and the, but did it generate dollars to support the cost?

In a time of great market uncertainty, professional financial planning is more important than ever.

BlueLight

Financial Advice for Startups I recently spoke with finance leaders from a couple dozen startups. In these conversations, I observed that each finance leader had a different perspective and approach when engaging with their financial accounting partner. An Interview with Ryan Keating?—?Financial

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What is a 13 Week Cash Flow Forecast?

CFO Share

A 13 week cash flow forecast is a short term forecast used during liquidity shortfalls to plan a company’s cash flows and avoid financial distress such as missing payroll, defaulting on debt, and ending up in bankruptcy or receivership. The model is updated to reflect management’s solutions.

Harvard Wants M.B.A.s to Learn How to Be Happy at Work

CFO News Room

As business schools train the corporate chieftains of tomorrow, skills like emotional awareness and improving well-being are taking their places alongside deal making and financial modeling.

Inflation, Ukraine Invasion Threat Stoke Outlook for More Stock Volatility

CFO News Room

They are also a major component of financial models used to value stocks and other assets. Mr. Buchbinder said LPL Financial remains largely bullish on the U.S. A turbulent start of the year for U.S.

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Today’s Business Budgeting; Can Your Spreadsheet Software Keep Up

Centage

When it comes to business budgeting and planning, traditional spreadsheets are labor-intensive, prone to errors, and static, so it can be difficult to get a clear view on your current and future financial position.

A Step by Step Guide to a Great Rolling Forecast

Onplan

A rolling forecast provides companies with live financial plans updated in real-time to respond to internal changes and external events. Rolling forecasts make use of historical financial data, the latest market conditions, and up-to-date understanding of evolving risks and opportunities.

What's a Virtual Healthcare CFO?

Adam Kae

CFO - Chief Financial Officer. Here's a Brief List of (Some) CFO Tasks: Financial Reporting. A CFO can take those numbers and provide solutions to issues and forecast better financial scenarios. Financial Strategy Development & Implementation.

Meet the Team: David Greenbaum, CEO, and Founder of OnPlan

Onplan

Financial and operational metrics are very under-visualized, and spreadsheets make visualization needlessly cumbersome. We need to equip finance people to build models quickly and visually effectively. Spreadsheets are the native language of financial modelers.

How to Build a Remote-First Workforce Planning Model: Best Practices for Planning a Cost-Effective Hybrid Workforce

Onplan

Is closing your offices and giving people compensating benefits a good financial move for your bottom line? (Of Of course there are many non-financial considerations, but for this blog we’re focusing on adding up the costs.).

Forecasting on Excel? 2020 Alternatives and Supplements

FPA Insider

Excel is the ultimate tool for financial analysis- you can do so much on the platform given its adaptable and dynamic nature. It is flexible and allows for the modelling of virtually any kind of functional use. Financial Planning Forecasting

For Finance, Just How Powerful is Excel?

FPA Insider

Flexibility Every company is unique, and each one has built financial models over the years that help them perform better. A company that has been holding its budget/forecast process on spreadsheets for years has built their financial IP (intellectual property) into their spreadsheets.

What is a 12 Month Rolling Forecast?

CFO Share

A rolling 12-month forecast projects financial performance over a 12-month time horizon using the “add/drop” approach to forecasting. A rolling forecast model is a dynamic and advantageous way to plan in an ever-changing business environment. Create all three financial statements.