E78 Partners

NOVEMBER 25, 2024

This guide explores why transaction services are vital, the roles within transaction teams, and the advantages of embracing digital payments with E78 to stay ahead in an ever-changing market. The team helps clients understand each deal’s potential returns and risks by providing accurate valuations and financial models.

Securities 52

Securities Restructuring Valuation Financial Modeling 52

CFO Talks

FEBRUARY 20, 2025

The real value lies not in reporting the past but in questioning, interpreting, and challenging financial data to drive better decisions for the future. Financial reports are produced the same way they have always been. Yet, in many organisations, the status quo remains unchallenged. Assumptions are rarely questioned.

Numbers 52

Numbers Financial Analysis Financial Analyst Financial Data 52

CFO Talks

NOVEMBER 29, 2024

From the financial side, I am heavily involved in the scoping of the AFE, ensuring all financial models, scenario planning, and required returns are accurately detailed. CFOs will need to lead the way in incorporating sustainability metrics into financial reporting and decision-making.

Finance 98

Finance Profit and Loss CFO Leadership 98

CFO Talks

JUNE 20, 2025

Known for his cross-functional expertise and analytical mindset, Rajesh is passionate about empowering finance teams, scaling infrastructure businesses, and fostering innovation in emerging markets. Strong communication, business acumen, digital literacy, and executive presence are as important as mastering financial reporting.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) CFO Leadership Finance 52

Fpanda Club

SEPTEMBER 2, 2021

This is true in all possible economic situations: in times of growth FP&A participates in setting business objectives, analyzing options of growth, assessing market opportunities and risks, while in times of recession FP&A can contribute to corrective action plans, cost-cutting and other initiatives to preserve company’s financial health.

Financial Planning and Analysis (FP&A) 130

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

CFO Talks

OCTOBER 10, 2024

Finance and Strategy: Making Numbers Work for Your Vision Imagine this: Your company has a fantastic vision—perhaps it’s to dominate a new market, launch a groundbreaking product, or grow your team and profits. Perhaps the market entry could happen in phases, reducing the initial cost. Sounds impressive, right?

Numbers 98

Numbers Finance CFO Leadership 98

The Finance Weekly

JANUARY 19, 2023

It involves analyzing financial statements and data from different business units. Specialists in operational finance create financial models that outline the details of business processes and their impact on the company's goals, staff plans, budget, and cash flow.

Leadership 98

Leadership CFO Benchmarking Finance 98

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

OCTOBER 8, 2023

Some software can even integrate with accounting systems to further streamline financial management. These type software provides various functions like forecasting, , financial reporting , managing cash flow, and analyzing differences in planned versus actual expenses. Once your model is ready, share a link with others.

Financial Planning and Analysis (FP&A) 52

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

VCFO

MAY 30, 2022

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

CFO 52

CFO Auditing Financial Modeling Leadership 52

The Finance Weekly

JULY 19, 2022

That's why we've put together this list of the best FP&A tools on the market, including what each one is, how it can benefit you, and where you can find it. FP&A teams are responsible for transforming this knowledge into the groundwork for long-term financial growth, stability, and success for the organization.

Financial Planning and Analysis (FP&A) 96

Financial Planning and Analysis (FP&A) Budgeting Forecasting Planning 96

Centage

SEPTEMBER 14, 2021

They provide the flexibility to anticipate problems by running multiple what-if scenarios and building driver-based financial models. Unlike spreadsheets, which reveal a single dimension of financial performance, these tools can create rolling forecasts and instantly show changes based on key business drivers or market conditions.

Budgeting 96

Budgeting General Ledger Data Analysis Financial Data 96

Spreadym

JUNE 27, 2023

Financial Forecasting: FP&A professionals forecast the financial performance of an organization over a specific period, typically one to five years. This involves projecting revenues, expenses, and other key financial metrics based on historical data, market trends, and business strategies.

Financial Planning and Analysis (FP&A) 52

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

BlueLight

MAY 1, 2020

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). The CFO takes on the responsibility of FP&A.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Strategic Planning Startups 52

Spreadym

NOVEMBER 16, 2023

The best features of FP&A software often include: Budgeting and Forecasting: These features allow organizations to create detailed budgets, forecasts, and financial plans. Users can input data, make adjustments, and project future financial scenarios. This helps in understanding the potential impact of various business decisions.

Financial Planning and Analysis (FP&A) 59

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

Beacon CFO Plus

SEPTEMBER 27, 2023

They help streamline expenses, negotiate vendor contracts, and implement cost-effective financial processes to extend the runway for the startup. Fractional CFOs assist in fundraising efforts by preparing financial models, investor presentations, and financial projections that attract potential investors.

Startups 52

Startups Compliance CFO Financial Modeling 52

Spreadym

MAY 15, 2023

Vena’s features include financial planning and analysis, integrated business planning, financial reporting, regulatory compliance reporting, and financial close management. Finance teams can benefit from the spreadsheets and financial models of Excel while automating their financial reporting and planning.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

MARCH 27, 2025

The EU AI Act which lays the foundations for the regulation of artificial intelligence , seeking to improve the functioning of the internal market and promote the uptake of human-centric and trustworthy AI. Joseph points out that AI doesn't just crunch numbers, but rather it actively helps finance leaders see around corners.

Compliance 52

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

CFO Talks

SEPTEMBER 12, 2024

Instead of relying on a single forecast, consider creating multiple financial models that reflect best-case, worst-case, and moderate scenarios. Collaborate with department heads to establish “fast action” teams that can respond to sudden changes in the market or business environment.

Leverage 52

Leverage Forecasting Communication Economics 52

E78 Partners

NOVEMBER 25, 2024

This guide explores why transaction services are vital, the roles within transaction teams, and the advantages of embracing digital payments with E78 to stay ahead in an ever-changing market. The team helps clients understand each deal’s potential returns and risks by providing accurate valuations and financial models.

Securities 52

Securities Restructuring Valuation Financial Modeling 52

E78 Partners

NOVEMBER 25, 2024

This guide explores why transaction services are vital, the roles within transaction teams, and the advantages of embracing digital payments with E78 to stay ahead in an ever-changing market. The team helps clients understand each deal’s potential returns and risks by providing accurate valuations and financial models.

Securities 52

Securities Restructuring Valuation Financial Modeling 52

The Finance Weekly

JANUARY 21, 2024

Problem 1: Using Old and Cumbersome Excel Models Many of us have developed a financial reporting process that uses workarounds for limitations in our ERP software and to ensure we can meet our deadlines without accidentally breaking something. These legacy financial models typically appear overly complicated.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Data Analysis Financial Modeling 40

Michigan CFO

JUNE 7, 2023

Understanding the Role of a CFO A CFO is a high-level executive responsible for overseeing the financial activities of an organization. Their primary duties include financial planning, analysis, risk management, financial reporting, and leadership of the finance & accounting team.

CFO 52

CFO Problem Solving Budgeting Financial Systems 52

Spreadym

SEPTEMBER 27, 2023

This includes assessing financial risks, market risks, and operational risks. Spreadym Spreadym is a corporate performance management (CPM) software designed to optimize various facets of performance management within a company, including planning, budgeting, forecasting, and financial reporting.

SAP 59

SAP Budgeting Forecasting Auditing 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

The Finance Weekly

AUGUST 30, 2022

It is a financial planning and analysis platform that automates time-consuming manual processes for financial reporting and planning. Datarails is one of the best priced platforms on the market, and the best on this list.

Financial Planning and Analysis (FP&A) 95

Financial Planning and Analysis (FP&A) Analyzing Data Budgeting Startups 95

Adam Kae

SEPTEMBER 24, 2020

Here's a Brief List of (Some) CFO Tasks: Financial Reporting. You should be producing regular reports of your finances. It's one thing to have QuickBooks run a report. Are you spending too much time marketing for one service that isn't bringing the results you need? CFOs are the head of the finance department.

Healthcare 52

Healthcare CFO Profit and Loss Forecasting 52

Planful

AUGUST 30, 2016

To gain a better sense of the pulse of the market, earlier this year Planful sponsored a survey that was executed by Radius Global Research. Here, I was expecting Finance Transformation to be the top response, but was pleased to see Financial Modeling coming in as the top initiative at 49% of responses. Top Finance Initiatives.

Finance 40

Finance Budgeting Forecasting Planning 40

Onplan

NOVEMBER 30, 2022

OnPlan is a financial modeling and forecasting tool built by financial planners and analysts. It offers excellent, stable performance even when working with data-intensive or complicated models. OnPlan is a highly rated and comprehensive FP&A solution and one of the most flexible solutions on the market.

Financial Planning and Analysis (FP&A) 52

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

CFO Share

MARCH 23, 2021

Budgeting and forecasting are best practices in small business financial modeling. The 12-month (or sometimes 24-month) rolling forecast is the most important financial planning tool for your business. Instead, we recommend performing an analysis of your sales and marketing funnel with a model to match.

Forecasting 52

Forecasting Financial Planning and Analysis (FP&A) Budgeting Cash Flow Forecasting 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. However, with the abundance of finance software available today, selecting the right one can feel overwhelming.

Financial Planning and Analysis (FP&A) 52

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

CFO Talks

MARCH 19, 2024

By attending project meetings, participating in training sessions alongside team members, and being among the first to use the new system for financial reporting, the CFO not only shows a personal stake in the initiative’s success but also signals the importance of adaptability and continuous learning.

CFO 52

CFO Communication Finance Budgeting 52

Cube Software

MAY 11, 2023

These financial modeling tools are one of the most important to help a company prepare for any kind of scenario imaginable and map out a future trajectory. Pro forma statements are financial projections that ask and attempt to answer "what if" questions. You might take a financial statement, and move around certain variables.

GAAP 40

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

The Finance Weekly

AUGUST 30, 2022

It is a financial planning and analysis platform that automates time-consuming manual processes for financial reporting and planning. Datarails is one of the best priced platforms on the market, and the best on this list.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Startups Analyzing Data Budgeting 52

CFO Dive

JUNE 9, 2025

You now have data scientists in Nairobi, marketing leads in Berlin, and contractors in Jakarta — none of them tied to a central HQ, all of them critical to your bottom line. And if your financial model can’t surface them early, it’s not a model. Not as a report next quarter, but as a signal today. Both are wrong.

Finance 269

Finance CFO SAP Compliance 269