E78 Partners

JULY 19, 2023

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). Effective FP&A allows organizations to anticipate market trends, optimize resource allocation, and align their strategies with dynamic market conditions.

Financial Planning and Analysis (FP&A) 52

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

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. Finance teams may need to apply various statistical methods, such as regression, to evaluate how relevant the data is for the model.

Financial Planning and Analysis (FP&A) 52

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

Spreadym

MAY 10, 2023

What-if analysis is a technique used in financial planning and decision-making business software to assess the potential outcomes of different scenarios or changes in variables. It involves evaluating the impact of various "what-if" situations on financial flows projections, business performance measures, or outcomes.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Performance Measuring Risk Management 52

Onplan

DECEMBER 28, 2021

(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.

Planning 98

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

Bramasol

APRIL 15, 2024

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 financial models. to drive financial models. As with Scenario One, unified and consistent data will be key.

SAP 90

SAP Financial Planning and Analysis (FP&A) Compliance Reconciliations 90

Spreadym

OCTOBER 3, 2023

Financial Planning and Analysis (FP&A) candidates are professionals who specialize in financial planning, budgeting, forecasting, and analysis within an organization. They play a critical role in helping companies make informed financial decisions and allocate resources effectively.

Financial Planning and Analysis (FP&A) 59

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

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. This business model was not part of my original master plan. Financial planning is our most valuable service.

Planning 52

Planning Marketing Startups CFO 52

The Finance Weekly

OCTOBER 8, 2023

To handle these challenges well, it's crucial to plan carefully and use efficient tools for managing finances. Budgeting software can greatly help by , automating financial tasks , making processes more efficient, and leading the business toward long-term success. Managing a small business comes with many challenges.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

APRIL 30, 2024

Gerry Chng , Risk Advisory Executive Director at Deloitte Singapore , sees that one of the key uses of Generative AI is the ability to create synthetic data to augment existing data points in a more cost-effective manner, which in turn makes it easier to conduct financial modelling and risk analysis.

Finance 52

Finance Risk Analysis Financial Modeling Leverage 52

Onplan

DECEMBER 28, 2021

(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.

Planning 52

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

The Finance Weekly

JANUARY 19, 2023

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. It involves analyzing financial statements and data from different business units.

Leadership 98

Leadership CFO Benchmarking Finance 98

Fpanda Club

SEPTEMBER 2, 2021

This relates to FP&A which stands for financial planning and analysis. Typical FP&A activities and responsibilities Financial planning 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.

Financial Planning and Analysis (FP&A) 130

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

E78 Partners

AUGUST 15, 2023

In the dynamic landscape of modern business, Financial Planning 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.

Financial Planning and Analysis (FP&A) 52

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

E78 Partners

SEPTEMBER 14, 2023

Today, companies must adapt, evolve, and plan meticulously to stay competitive and profitable. Leaders are at the helm steering their organizations through changing consumer, market, and Board expectations. To guarantee they remain on the right course, having a solid plan and budget in place is paramount for ensuring success.

Financial Planning and Analysis (FP&A) 52

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

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

Centage

SEPTEMBER 11, 2023

Budget vs actuals analysis allows you to assess how well your organization is following its financial plans. It allows you to calculate variances, understand which variances are important, and improve your company’s financial performance. Did changes in market conditions cause it? Are internal processes the reason?

Financial Planning and Analysis (FP&A) 105

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

Spreadym

MAY 26, 2023

It helps automate and streamline the budgeting process by providing tools and features to input financial data, allocate funds to different categories, monitor expenses, and generate reports. Income management: Users can input and manage their income sources, track incoming funds, and ensure that they align with the overall budget plan.

Budgeting 52

Budgeting Forecasting Financial Modeling SAP 52

Beacon CFO Plus

SEPTEMBER 27, 2023

These are just a few reasons to consider working with a seasoned part-time CFO as you launch your business: Financial Strategy and Planning: Startups often lack the financial expertise needed to develop sound strategies and plans for sustainable growth.

Startups 52

Startups Compliance CFO Financial Modeling 52

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

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 Leadership Financial Modeling 52

E78 Partners

MARCH 22, 2024

Making informed, data-driven decisions that connect operational choices to financial outcomes is more crucial than ever. A single source of truth data environment is pivotal in enabling financial planning and analysis ( FP&A ), financial modeling, analytics, and visualization.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Prioritization Financial Modeling Finance 59

The Finance Weekly

AUGUST 28, 2022

The NFTs were commissioned by , Datarails , a financial planning platform that knows a thing or two about Excel. Excel is the canvas used by anyone in finance to create ideas, innovation and financial models,” , Didi Gurfinkel , co-founder and CEO of Datarails said.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Sales Healthcare Financial Modeling 52

Fpanda Club

APRIL 11, 2021

This article explores the most common myths surrounding the financial planning and analysis function, its key activities and outputs which many FP&A stakeholders believe in. In this case financial models and scenarios can be simplified based on the trade-off between details/level of accuracy and speed.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Forecasting Budgeting Financial Modeling 130

The Finance Weekly

AUGUST 5, 2023

Financial Planning and Analysis (FP&A) involve a range of activities, including planning, forecasting, budgeting, and analytical tasks, all of which are vital in providing essential support for a company's major business decisions and overall financial well-being.

Financial Planning and Analysis (FP&A) 52

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

CFO Talks

MARCH 14, 2024

They play a crucial role in strategic planning, risk management, and driving innovation, extending their influence far beyond the finance department. Enhancing Risk Management: By leveraging predictive analytics and scenario modeling, CFOs can anticipate potential risks more effectively and devise strategies to mitigate them.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

CFO News Room

JANUARY 11, 2023

The banking industry includes banks, investment banks, commercial banking, personal banking, hedge funds, financial planning, and private equity firms. These individuals are essential to major banks worldwide, devising strategies to maximize assets while ensuring sound financial decisions are being made.

Banking 130

Banking Financial Analyst Budgeting Investments 130

The Finance Weekly

NOVEMBER 20, 2023

AI is , transforming the finance sector, especially in financial planning and analysis (FP&A). Forecasting and Predictive Analytics AI uses its analytical capabilities to examine past financial data, market patterns, and macroeconomic signals. Why Should FP&A Leaders Consider to Integrate AI?

Financial Planning and Analysis (FP&A) 52

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

Centage

SEPTEMBER 14, 2021

When it comes to business budgeting and planning, traditional spreadsheets are labor-intensive, prone to errors, and static, so it can be difficult to get a clear view on your current and future financial position. With the fast pace of business change, CFOs need accurate financial information to make informed decisions on the fly.

Budgeting 96

Budgeting General Ledger Data Analysis Financial Data 96

The Finance Weekly

JANUARY 21, 2024

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 financial models.

Financial Planning and Analysis (FP&A) 40

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

Spreadym

JUNE 6, 2023

It involves using various quantitative and qualitative techniques to project revenues, expenses, cash flows, and other financial metrics over a specified period, typically one to five years. Financial forecasting is a critical aspect of financial planning and decision-making for businesses, organizations, and individuals.

Forecasting 52

Forecasting Budgeting Planning Financial Modeling 52

Spreadym

SEPTEMBER 27, 2023

Spreadym offers a wide range of analysis tools, like plan vs. actual analysis, financial consolidation, budgeting, forecasting and a variety of stored versions of a document. Oracle Hyperion Planning: Oracle's CPM software is known for its robust financial planning and budgeting capabilities.

SAP 59

SAP Budgeting Forecasting Auditing 59

Centage

AUGUST 24, 2022

If you face these challenges with Excel, a financial planning tool can be the better tool for your company. At Centage Corporation, we offer Planning Maestro® , a corporate financial planning solution. Fortunately, Planning Maestro can solve this situation.

Financial Planning and Analysis (FP&A) 98

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

CFO News Room

NOVEMBER 1, 2022

Mindy is the owner of Creative Money, an independent RIA based in Seattle, Washington, that offers a unique 12-month financial planning engagement – or as Mindy puts it on her homepage, “financial planning that doesn’t suck” – which has allowed her firm to work with nearly 400 client households just this year.

Planning 130

Planning Investments Accounting Math 130

BlueLight

MAY 1, 2020

This function is called financial planning and analysis (FP&A). The CFO is focused on company-level strategic planning and building a relationship with investors. Medium size company: CFO has a Controller as a direct report to handle the day-to-day financial operations and reporting. Let’s get into the details.

Financial Planning and Analysis (FP&A) 52

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

Jedox Finance

SEPTEMBER 10, 2020

The crisis also highlighted the limitations with using legacy planning approaches. It combines financial data, customer, and sales data with operational data at scale. It must be easy for teams to adjust inputs when market conditions change and stress-test forecasts using predictive analytics. Planning multiple business routes.

CFO 69

CFO Forecasting Budgeting Financial Modeling 69

Jedox Finance

AUGUST 22, 2019

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 financially model the impact of the strategic options. The plan has five steps. Why are we doing what we do?

Financial Planning and Analysis (FP&A) 84

Financial Planning and Analysis (FP&A) CFO Planning Financial Modeling 84

CFO Share

NOVEMBER 8, 2022

However, there are general characteristics you should plan for in every downturn. Keep an eye on your markets. Keep in touch with other industry professionals and compare notes to broaden your perspective on market trends. Shift sales and operations resources toward strong markets. Pivot toward growing markets.

Forecasting 40

Forecasting Economics Investments Financial Modeling 40