Spreadym

MAY 15, 2023

FP&A (Financial Planning and Analysis) software is typically designed to meet the specific needs of finance professionals, CFOs, financial analysts, and other stakeholders involved in financial planning and analysis. Also, this process includes such activity as budgeting, forecasting and scenario modelling.

Financial Planning and Analysis (FP&A) 52

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

Centage

AUGUST 24, 2022

Your team members are likely spending most of their time verifying that your numbers are accurate and up to date. Steps you may need to take before a deadline include: Downloading unformatted financial results from your accounting system. Predict cash flow and balance sheet performance with automated, accurate forecasts.

Financial Planning and Analysis (FP&A) 98

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

Centage

SEPTEMBER 14, 2021

Today’s business budgeting and financial planning solutions must provide business insight in real time and let budget owners and planners collaborate with confidence in numbers. It replaces static spreadsheets with a cloud-based financial tool that gives role-based access to data in real time. Change is here. Risk is real.

Budgeting 96

Budgeting General Ledger Data Analysis Financial Data 96

The CFO College

AUGUST 31, 2021

Using a rolling cash forecast is a value-add service you can provide to assist in cash forecasting. A rolling cash forecast will normally look forward 6 or 9 months, and each month the oldest month is removed and a new month added. The rolling cash forecast is one of many CFO-level skills we teach in our program.

Startups 81

Startups Accounting General Ledger Forecasting 81

Planful

MARCH 16, 2016

This makes it difficult for companies to have confidence in their financial forecasts and models, resulting in a weakened ability to inform business decisions. The cloud also makes it easy to integrate operational and financial data, which increases accuracy and ensures forecasts are aligned with company goals.

Forecasting 40

Forecasting Financial Data Financial Modeling Budgeting 40

Musings on Markets

NOVEMBER 15, 2022

In my first two posts on Facebook, I noted that its most recent earnings report, and the market reaction to it, offers an opportunity for us to talk about bigger issues. In the second post, I pointed to inconsistencies in how accountants classify operating, capital and financing expenses , and the consequences for reported accounting numbers.

Valuation 90

Valuation Advertising Numbers Investments 90

Fpanda Club

JULY 24, 2022

This concept is built on the assumption that the market is not static: existing competitors and new entrants are continuously building capabilities to gain their positions on the market. As for established market players, they demonstrate much higher threshold of proof.

Financial Planning and Analysis (FP&A) 130

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

BlueLight

AUGUST 21, 2020

While at PWC I started writing business plans and creating financial models for startups. For the first few years, I was building financial models for founders that were fundraising. Our service covers anything in the back office related to numbers. Financial planning is our most valuable service.

Planning 52

Planning Marketing Startups CFO 52

BlueLight

MAY 1, 2020

Medium size company: CFO has a Controller as a direct report to handle the day-to-day financial operations and reporting. Early-stage startup: Focused on finding product market fit, limited financial information to work with. FP&A is responsible for strategic planning, decision support, and financial modeling.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

AUGUST 3, 2021

The pandemic gave new meaning to financial agility. It became vital as companies pivoted, recalibrated their financial models, and looked to withstand market shocks. For financial leaders, this shift in meaning created challenges. When COVID-19 hit the Asia Pacific region, market outlooks became clouded.

Finance 52

Finance Forecasting Financial Modeling Accounts Payable 52

CFO Talks

MARCH 14, 2024

Moreover, the advent of big data and advanced analytics has armed CFOs with tools to forecast trends, optimize operations, and shape company strategies with unprecedented precision. This collaborative approach helps to align departmental goals with financial realities and strategic objectives.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Onplan

NOVEMBER 30, 2022

Finance professionals and teams today have numerous solutions available to help them plan, budget, forecast, and analyze financial information. OnPlan is a financial modeling and forecasting tool built by financial planners and analysts. Customers success. 6 factors when choosing an FP&A tool.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

AUGUST 24, 2020

As companies scramble to adjust to this unprecedented event, pressure is mounting on FP&A teams to recalibrate their forecasts – not only through the end of 2020 but well into 2021. First, the FP&A function has traditionally been held by an individual sitting behind a desk, crunching numbers. Himashi Soriano.

Financial Planning and Analysis (FP&A) 52

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

Jedox Finance

JULY 18, 2019

An FP&A professional does not just look at the numbers but rather tries to dig deeper to understand the story that the numbers are forming. This mindset of obtaining various points of view, being able to formulate and understand the big picture and weave a story with numbers around it is what sets an FP&A professional apart.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Net Present Value (NPV) Budgeting Leadership 59

Adam Kae

SEPTEMBER 24, 2020

It's another story to actually understand what the numbers mean! A CFO can take those numbers and provide solutions to issues and forecast better financial scenarios. Are you spending too much time marketing for one service that isn't bringing the results you need? Forecasting. Risk Assessment.

Healthcare 52

Healthcare CFO Profit and Loss Forecasting 52

Onplan

DECEMBER 28, 2021

In this post, we’ll walk you step-by-step through how to think about this, and use our free headcount planning template to run the numbers for a fictional company, NoMoreOffice Inc. Let’s assume over the 4 year forecast window that 50% join in the same state as each office; 20% join in California; 20% in New York; and 10% elsewhere.

Planning 98

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

Jedox Finance

JUNE 14, 2023

As macroeconomic factors continue to disrupt the market, finance teams face mounting pressure to proactively anticipate and prepare for potential events rather than reacting to events as they unfold. Instead, seek the most appropriate distribution pattern for each data source and apply heuristic judgment around forecasted numbers.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

NOVEMBER 20, 2019

It was a big day for Target on the public markets as the big-box retailer rolled out its Q3 earnings reports with better than expected results and revised its expectations for the remainder of 2019 upwards. a share forecast pre-release. billion — again beating forecasts for $18.49 percent growth forecast. Revenue grew 4.7

eCommerce 40

eCommerce Forecasting Math Retail 40

The Finance Weekly

AUGUST 30, 2022

With FP&A software, companies can automate their data collections and create valuable dashboards and insights that will help them understand trends and make more accurate budgets, forecasts, and business decisions. Datarails is one of the best priced platforms on the market, and the best on this list. Unique Solution Pricing.

Financial Planning and Analysis (FP&A) 95

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

Onplan

DECEMBER 16, 2021

How do they connect operational metrics—for example, marketing metrics like CAC and conversion rates, or sales metrics like AE ramp time—to a financial model that flows through to the income statement, cash flow, and balance sheet? A CEO generally wants to avoid drilling down into the numbers at a granular level.

Financial Planning and Analysis (FP&A) 52

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

Onplan

DECEMBER 16, 2021

How do they connect operational metrics—for example, marketing metrics like CAC and conversion rates, or sales metrics like AE ramp time—to a financial model that flows through to the income statement, cash flow, and balance sheet? A CEO generally wants to avoid drilling down into the numbers at a granular level.

Financial Planning and Analysis (FP&A) 52

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

Onplan

DECEMBER 28, 2021

In this post, we’ll walk you step-by-step through how to think about this, and use our free headcount planning template to run the numbers for a fictional company, NoMoreOffice Inc. Let’s assume over the 4 year forecast window that 50% join in the same state as each office; 20% join in California; 20% in New York; and 10% elsewhere.

Planning 52

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

The Finance Weekly

AUGUST 30, 2022

With FP&A software, companies can automate their data collections and create valuable dashboards and insights that will help them understand trends and make more accurate budgets, forecasts, and business decisions. Datarails is one of the best priced platforms on the market, and the best on this list. Unique Solution Pricing.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

OCTOBER 20, 2021

I started to like numbers and did very well in Math. Thinking beyond numbers and building trust Numbers are not everything to the business and management team. The best way to practice this is to understand the rationale behind the numbers, consider end-users as customers and being a great listener end-users.

CFO 52

CFO Leadership Finance Problem Solving 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. KEY TAKEAWAYS.

Finance 40

Finance Budgeting Forecasting Planning 40

The Finance Weekly

APRIL 13, 2024

Every modern enterprise, regardless of size, requires finance software to manage various aspects of its financial health. This includes tracking past financial activities, ensuring compliance and reporting, as well as forecasting future financial scenarios for better budgeting.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

JULY 19, 2022

FP&A software assists CFOs, finance leaders, and FP&A experts in ensuring the financial health of their organization by tracking and analyzing current outcomes and forecasting future performance. Strategic financial planning. Using sophisticated financial modeling to prepare and plan for various scenarios.

Financial Planning and Analysis (FP&A) 96

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