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Detailed workforce planning and head count analysis Hiring, onboarding, and managing personnel are typically the responsibility of human resources departments, rather than FP&A. FP&As role is to connect those insights to financialmodels and forecasts.
The Future of Finance and Sustainability with Elizabeth Burns The evolving demands of sustainability and financial performance are reshaping the role of CFOs in the energy sector. Elizabeth Burns, CFO of Gas du Cameroon (GDC), exemplifies this balance, demonstrating how strategic financialleadership can support environmental responsibility.
Under this familiar process, financial personnel export data from their organization's software, typically the company's Enterprise Resource Planning (ERP) system. One workaround found in cumbersome financial reporting processes includes using old legacy Excel-based financialmodels.
Yet, many PE-backed companies struggle with financialplanning and analysis (FP&A), which creates barriers to achieving growth targets, cash flow clarity, and operational alignment. Executives rely on FP&A for backward-looking analysis rather than proactive scenario planning. Use operational KPIs (e.g.,
However, one of the most powerful and often overlooked pathways to strategic finance leadership is through operational finance. Numbers Need Context to Be Useful Finance teams are trained to work with outputs such as reports, forecasts, ratios, and financialmodels.
With in-depth analysis and careful planning, transaction service teams act as strategic partners throughout the deal process, ensuring each stage is optimized for success. Strategic Insight: Transaction services teams provide deep financial and operational analysis, helping companies understand a deal’s strengths and risks.
But while some risks are worth taking, others can be a fast track to financial disaster. But lets be honestevaluating investment risks isnt just about spreadsheets and financialmodels. Build Contingency Plans Even the best investments can go wrong. Thats why you need a Plan B (and maybe even a Plan C).
With over 15 years of experience spanning finance, risk, procurement, and executive leadership, Rajesh brings a unique blend of technical acumen and business foresight to the CFO role. He has developed advanced budgeting and project finance models and led large-scale system implementations to drive operational excellence.
She is driven to deepen her expertise in digitalization, AI, and machine learning , applying them to improve financial wellness and business efficiency and aims for international leadership roles that contribute to the economic development of Africa and values cross-disciplinary collaborations for impactful projects.
It can reduce the role to one of reporting and compliance, rather than strategy and leadership. They’re helping to shape sustainability strategies, co-leading digital transformation efforts, building financialmodels for new service lines, overseeing data governance programmes, and working alongside HR to rethink workforce planning.
When ignored, it can derail even the most well-planned deals. At E78 , we understand that cultural alignment is just as vital as financial or operational alignment. Cultural integration refers to the process of aligning values, behaviors, communication styles, and leadership expectations between merging entities.
To drive growth, improve profitability, and enhance decision-making, companies can leverage the power of refined operational disciplines – Forecasting, Planning, and Analytics (our take on FP&A). This means that traditional approaches to performance management are no longer sufficient.
As CFOs navigate this complex terrain and adapt their business processes, and decide how large a financial commitment to make to it, they must understand the implications for their financialmodels, risk management practices, and overall business operations.
When financial decisions are grounded in integrity, they tend to be more robust, less reactive, and ultimately more sustainable. Ethical leadership is no longer a moral footnote; it is central to long-term value creation. Similarly, financial systems should support transparency, not obscure it.
Consulting support is also invaluable during transitional phases, such as after an acquisition, when an in-depth operational and financial strategy is needed. At this time, consultants can work with leadership to create a roadmap for value creation, addressing areas such as operational improvements, revenue growth, and risk management.
And if your financialmodel can’t surface them early, it’s not a model. Because “we’ll fix it in Q4” isn’t a plan. Great rate, wrong classification — and suddenly youre back-paying taxes with a side of penalties. Translation: you can’t just spin up a team and hope for the best. It’s a liability. It’s a delay.
Shift4 CEO Jared Isaacman First published on Shift4 Payments experienced leadership upheaval this week as the companys chief financial officer switched roles with a board member and the founders father resigned from the board. Published Aug. CFO Nancy Disman resigned on Tuesday, telling the company’s board she’ll step down Sept.
Currently serving as Chief Financial Officer at Kia South Africa, Nafisa has led finance transformation efforts across strategic planning, compliance, and operational control. Her academic background includes an MBA from Henley Business School and executive education in financialmodelling, analytics, and the digital finance landscape.
The CFO role traditionally has two high-level leadership archetypes: strategic and operational. An operational CFO optimizes performance by combining data from various departments with financial data. A strategic CFO focuses on creating long-term plans to achieve the company's goals.
She had excelled quickly, so much so that she was assigned to a leadership role in a major audit project just 2 years into her career. Read More But life had other plans. Groomed for partnership, she was part of KPMG’s “up-and-coming” class, with her sights set firmly on the top.
Under these pressures, one aspect often underestimated is the power of strategic budget planning. 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. This is where scenario and sensitivity analyses come into play.
This relates to FP&A which stands for financialplanning and analysis. Typical FP&A activities and responsibilities Financialplanning and analysis is one of the pillars of the modern finance function. Planning relates to determining the company’s short-term (1-year) and long-term (3-5 years) objectives.
(Of course there are many non-financial considerations, but for this blog we’re focusing on adding up the costs.). How do you weigh and plan for the costs of such a change? That should help you consider all the moving parts as you plan your strategy. Base case: Workforce planning template for keeping the office open.
Download our free budget planning checklist For private equity firms, success isn’t just about acquiring companies; it’s about transforming them. Under these pressures, one aspect often underestimated is the power of strategic budget planning. This is where scenario and sensitivity analyses come into play.
The other side is the big-picture plan—the “Where are we going?” Instead of going blind, the finance team can work closely with leadership to explore alternatives. Build FinancialModels That Reflect Strategy Your budget and financial reports should reflect strategic goals. So should your financial management.
Welcome to a brand new episode of Modernized Planning, where were turning traditional planning strategies on their head, in favor of a more modern, efficient, and connected approach. deFacto Planning helps businesses unify financial and operational planning into a single, high-performance platform.
The traditional budgeting and forecasting planning processes can be long and painful. The problems that occur downstream from inaccurate or incomplete plans and budgets ultimately impact financial performance and long-term success. The second step is to incorporate these drivers into the heart of the financialplanning process.
Datarails, Vena, and Workday, leaders in the large and competitive field of FP&A software, all won multiple awards in the employee salary, benefits, and leadership categories. 6) Best leadership teams. This easy to use finance tool can create accurate reports and forecasting models from your finance databases in real-time.
To help understand the various ways to combine traditional AI and Generative AI to accomplish operational, planning and strategic management goals, let's dive into three different scenarios. to drive financialmodels. to drive financialmodels. As with Scenario One, unified and consistent data will be key.
In this episode of Planning Episodes hosted by Jack Sweeney and Brett Knowles, three CFOs—Don McGuire of ADP, Scott Blackley of Oscar Health, and Patrick Fleury of TeraWulf—share their insights on financialplanning and analysis (FP&A), with a focus on navigating complex business environments.
As we approach the planning cycle for 2024, organizations are recognizing the immense value of harnessing the power of forecasting, planning, and analytics (FP&A). This entails developing a well-crafted plan and budget for 2024, which serves as a critical foundation for success.
It took me years to be skilled in financialplanning and analysis. Not every finance professional can be sharp enough to detect key highlights and provide analysis for the financial statements. The budget and forecast should reflect the Company’s plans, visions, expectations and educated guesses on the market trends.
Transforming your FP&A plan will not be an easy task, but it must be addressed as it is a top priority for the CFO to better support delivering on the expectations from the CEO. These are also the attributes that’ll drive our transformation plan. What does the transformation plan look like? Increase efficiency everywhere.
(Of course there are many non-financial considerations, but for this blog we’re focusing on adding up the costs.). How do you weigh and plan for the costs of such a change? That should help you consider all the moving parts as you plan your strategy. Base case: Workforce planning template for keeping the office open.
He is particularly skilled in oil and gas accounting, financial reporting, structuring finance and accounting functions and processes, financialmodeling of capital investments, divestitures, acquisitions, cash flows and working capital management, and debt and equity financing.
We have come together as practitioners, consultants, and academics and put together a plan that both defines a vision for FP&A and delivers a concrete plan of what to do next. Crystal ball to financiallymodel the impact of the strategic options. The plan has five steps. Fear not the needed investment.
The banking industry includes banks, investment banks, commercial banking, personal banking, hedge funds, financialplanning, and private equity firms. Portfolio Managers are responsible for developing investment strategies, tracking markets, evaluating documents and figures, and creating customer investment plans.
Financial Complexity Overload As your business expands, so does the intricacy of your financial matters. Strategic Financial Guidance Needed Due to the unpredictability of any business landscape, certain situations require agile financial strategies.
In the dynamic landscape of modern business, FinancialPlanning and Analysis (FP&A) has evolved from a conventional accounting function to a strategic partner that steers organizations towards growth, profitability, and free cash flow.
Help your startup clients stay cash flow positive with good budgeting and planning services. If they have to rely on capital raising, it’s hard for companies to attract private or institutional investors in competitive markets without a great accountant and strong financialmodel.
We asked several FinancialPlanning and Analysis professionals to share their perspectives on the mindset needed for success now and in the future. This deeper thinking helps FP&A influence leadership to reflect on the strategic choices and the possible story that choice will create within the vision and mission of the company.
Today, companies must adapt, evolve, and plan meticulously to stay competitive and profitable. To guarantee they remain on the right course, having a solid plan and budget in place is paramount for ensuring success. Timely Planning | The BP&B Calendar : Ensure that the budgeting process is both time-efficient and effective.
These consultants advise on different stages of the investment process, such as deal sourcing and due diligence, conducting research, value creation, and planning exit strategies. They can even help with market analysis, risk management, and financialmodeling to ensure investments align with long-term profitability objectives.
The FinancialPlanning and Analysis ( FP&A ) team performs budgeting, forecasting, and analysis that support major corporate decisions of the CFO, the CEO, and the Board of Directors. Very few, if any, companies can be consistently profitable and grow without careful financialplanning and cash flow management.
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