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How to create & use pro forma statements

Cube Software

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. A pro forma invoice is not a type of pro forma financial statement.

GAAP 40
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Breaking Down the FP&A Function of the CFO Suite

BlueLight

The Controller is responsible for generating the three main financial statements and ensuring these statements comply with GAAP and other regulatory requirements. FP&A is responsible for strategic planning, decision support, and financial modeling.