Centage

SEPTEMBER 11, 2023

Revenue Variances You always want to analyze the differences in your sales forecasting and what the revenue ended up being. Favorable variances may indicate your company had more sales than you expected or sold your products or services at higher prices. As you’re looking at your budget variance analysis, focus on the following types.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Budgeting Forecasting Performance Measuring 105

PYMNTS

MAY 6, 2020

“The extraordinary events taking place over the past two months have measurably expanded our market opportunity and accelerated the ongoing shift to connected fitness,” said Chief Financial Officer Jill Woodworth. Our fiscal year 2020 profitability outlook demonstrates the strength of our financial model when scale and leverage are achieved.

Prioritization 63

Prioritization Retail Sales Financial Modeling 63

E78 Partners

OCTOBER 28, 2024

Private equity consultants offer expertise in optimizing portfolio companies, enhancing financial performance, and identifying new growth opportunities. By leveraging the insights of these experienced specialists, businesses can better navigate complex market conditions and maximize value creation.

Financial Modeling 52

Financial Modeling Risk Management Restructuring Investments 52

Collectiv

MARCH 5, 2025

Accurate Planning Requires a Single, Integrated Source of Truth Modernized planning is about transforming business processes holisticallyintegrating concepts of financial planning across all departments, whether its HR, supply chain, sales, or operations. Leveraging AI for automation while keeping human expertise in decision-making.

Planning 52

Planning Forecasting Budgeting Financial Modeling 52

CFO Share

JUNE 11, 2024

Unlike in-house teams, which handle a broad range of financial tasks and rarely see other financial models, outsourced CFOs build forecasts for a variety of businesses. Was your recent drop in revenue due to macro-economic forces or an under-performing sales team?

Forecasting 52

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

VCFO

JUNE 12, 2023

Brandon reduced non-personnel expenses by 78 percent, led the firm’s go-to-market strategy, and created the sales team with whom he completed the company’s first SaaS sale – all in his first 90 days. Brandon has visited more than 50 countries and is always looking for new places to paraglide or SCUBA dive.

CFO 40

CFO Healthcare Financial Modeling Education 40

Jedox Finance

JULY 23, 2019

These are often not “out of the box” solutions and will require us to spend time learning new skills in process automation, analytics and financial modeling. These forecasts are more aligned to financial modeling, rather than analytics as they include the balance sheet positions, cash flows and profitability in an integrated manner.

Technology 52

Technology Financial Modeling Forecasting Planning 52

Spreadym

JUNE 27, 2023

By providing financial insights and analysis, they assist in evaluating investment opportunities, assessing the financial impact of strategic initiatives, and developing long-term financial plans. They develop financial models that simulate various scenarios and assess the outcomes on key financial metrics.

Financial Planning and Analysis (FP&A) 52

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

CFO Talks

NOVEMBER 11, 2024

To transition from a newly qualified accountant to a Chief Financial Officer (CFO), several key skills are essential: 1. Financial Acumen : A deep understanding of financial principles, reporting, and analysis is fundamental. Leverage Technology: Use technology to streamline tasks and improve efficiency.

CFO 52

CFO Leadership Problem Solving Communication 52

Planful

MAY 7, 2021

This will ultimately help your business by: Creating workforce planning scenarios, connected to hiring plans and financial models. For effective workforce planning, an FP&A platform helps your teams leverage a single source of truth to better understand how to set clear objectives for strategic analysis.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Planning Forecasting Financial Modeling 40

CFO Talks

MARCH 19, 2024

Identifying Strategic Priorities The process begins with a thorough analysis of the current financial landscape and an evaluation of emerging technologies, like AI, that can significantly enhance operational efficiencies.

CFO 52

CFO Communication Finance Budgeting 52

Onplan

NOVEMBER 30, 2022

Our guide to the best FP&A tools compares each vendor based on five criteria: Adoption — How easy it is for users to adopt the technology and learn and leverage its full extent of features and capabilities. OnPlan is a financial modeling and forecasting tool built by financial planners and analysts. Customers success.

Financial Planning and Analysis (FP&A) 52

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

Planful

AUGUST 30, 2016

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. This was followed closely by Forecasting with Predictive Analytics (26%), then Financial Transformation (41%). 28% – Use of Big Data or Non-Financial Data.

Finance 40

Finance Budgeting Forecasting Planning 40

BlueLight

JUNE 5, 2020

These could be VP of sales, product, engineering, commercial, etc. One great way to leverage observers is for domain expertise to drive strategic discussions based on their knowledge of the market or technology. Two, it’s helpful to bring next level executives to have them present company updates or give product demos to the board.

Startups 52

Startups Technology Investments Finance 52

CFO News Room

NOVEMBER 1, 2022

And I get many more questions about implementation than I do maintaining a financial model. And that makes the sales conversation easier. We don’t need to have a sales conversation. I’m here to give you financial clarity and context. Michael: And what was the difference? Where was the gap?

Planning 130

Planning Investments Accounting Numbers 130

PYMNTS

FEBRUARY 16, 2019

Detailed financial models showed merchants the billions they would save using new schemes that sidestepped the card networks,” Webster wrote. smartphone market and can be counted on to use that leverage to promote the new service. So can Apple save online journalism ? CBD Comes to Neiman Marcus.

Retail 57

Retail Planning Prioritization Banking 57

Barry Ritholtz

APRIL 4, 2023

And that’s really what was the genesis for, you know, our sale to Carlyle. Well, because we were a very conservative lender and because we were going into transactions with very reasonable leverage, in fact, our average equity in our transactions has been running about 55, 60 percent equity, right? RITHOLTZ: Right.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Finance Banking 59

CFO Dive

JUNE 9, 2025

And if your financial model can’t surface them early, it’s not a model. ET How Banks Can Leverage Cloud and AI Solutions to Their Advantage Presented by studioID and SAP 09 JUL Virtual Event | 2 p.m. Great rate, wrong classification — and suddenly youre back-paying taxes with a side of penalties. It’s a liability.

Finance 274

Finance CFO SAP Compliance 274