The Finance Weekly

NOVEMBER 4, 2024

Financial models might sound intimidating, but let’s break them down in a way that makes sense. Understanding how to calculate CapEx is essential for anyone looking to build reliable financial models, whether you're a seasoned CFO or just starting out in finance. What Is CapEx?

Budgeting 52

Budgeting Financial Modeling Manufacturing Prioritization 52

Global Finance

DECEMBER 27, 2024

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 financial models, risk management practices, and overall business operations.

Technology 111

Technology Finance Leverage Investments 111

The Finance Weekly

DECEMBER 2, 2024

Problem 1: Using Old and Cumbersome Excel Models Many of us have developed a financial reporting process that uses workarounds for limitations in our ERP software and to ensure we can meet our deadlines without accidentally breaking something. These legacy financial models typically appear overly complicated.

Financial Planning and Analysis (FP&A) 52

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

CFO Talks

JUNE 26, 2025

Ask for numbers. Require business cases with proper financial modelling. If a project cannot answer three simple questions what is the commercial goal, what is the timeline, and how will success be measured, then it is not a strategic investment. It is a vanity project. Ask for measurable targets.

Budgeting 52

Budgeting CFO Leadership Financial Modeling 52

CFO Talks

APRIL 16, 2025

As a CFO, youre not just crunching numbers. Who signs off on financial models? Model ethical behaviour. Governance isnt just the CEOs jobits lived in the numbers you approve and the people you lead. Map financial risks against operational exposure and ESG priorities. Who monitors debt covenants?

Auditing 52

Auditing Compliance CFO Leadership 52

CFO Plans

NOVEMBER 4, 2024

Embracing Emerging Trends in Financial Planning As the financial services industry evolves, embracing emerging trends becomes imperative. Technology and automation are revolutionizing Strategic Financial Planning , offering advanced tools for data analysis and decision-making.

CFO 52

CFO Cost Management Leverage Planning 52

Fpanda Club

SEPTEMBER 2, 2021

This process usually presumes the close collaboration of FP&A teams with business leaders and executives to align goals and expectations and create a common financial model of future revenues, costs and cash flows based on the external and internal factors and conditions.

Financial Planning and Analysis (FP&A) 130

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

Fpanda Club

APRIL 11, 2021

Whether in a startup or in a well-known corporation, it is hard for FP&A practitioners to avoid building financial models of these 3 basic financial statements. Storytelling to be able to explain what is covered behind the numbers. FP&A analysts are robots with no emotions.

Financial Planning and Analysis (FP&A) 130

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

Centage

OCTOBER 3, 2022

This accessible program can accomplish various tasks, such as financial forecasting and budgeting. Excel is an easy-to-use platform for inputting numbers and getting results with simple formulas. If your business has used Excel for financial forecasting, you may have found some challenges with the program.

Forecasting 98

Forecasting Budgeting Data Analysis Financial Modeling 98

CFO News Room

FEBRUARY 5, 2022

When investments have cash flows that move up and down at various times in the year, the above models return inaccurate numbers, and the XIRR function within excel allows the internal rate of return to account for the date ranges selected and return a more accurate result. number of individual cash flows. a single period .

Net Present Value (NPV) 130

Net Present Value (NPV) Investments Numbers Corporate Finance 130

Centage

AUGUST 8, 2023

Excel requires a lot of specialized knowledge and managing financials within it can be particularly brittle and unreliable. Multiple Users and Sharing Spreadsheets In the early days of a company’s life cycle, it can easily set up its financials in a single workbook on a single budget spreadsheet.

Budgeting 98

Budgeting Planning Forecasting Financial Modeling 98

The Finance Weekly

OCTOBER 13, 2022

Datarails came in at number 45 out of 100 in this category. Vena came in at number 75 out of 100 in this category. Datarails came in at number 7 out of 100 companies. Vena came in at number 63 out of 100 companies. 2) Best Compensation. Summary of the 3 FP&A solutions Datarails. See open positions.

Financial Planning and Analysis (FP&A) 98

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

CFO Thought Leader

APRIL 17, 2025

Reflecting on that moment, he explains how relocating, digging into the numbers, and telling privateequity owners the hard truth set the stage for a radical turnaround.

CFO 52

CFO Profit and Loss Prioritization Communication 52

Future CFO

JUNE 24, 2024

Is it there to replace the seasoned financial professional? Yes, in the sense that there are a lot of analyses that can now be handled by Gen AI and No, because it transforms accountants from number crunchers to strategic advisors. How do you dissect complex algorithms as compared to traditional financial models?

Auditing 111

Auditing Financial Analysis Forecasting Reconciliations 111

Musings on Markets

NOVEMBER 15, 2022

In the second post, I pointed to inconsistencies in how accountants classify operating, capital and financing expenses , and the consequences for reported accounting numbers. That is because the answer will vary across people, with some exhibiting a more natural tendency towards story-telling and others towards working with numbers.

Valuation 99

Valuation Advertising Numbers Investments 99

CFO News Room

NOVEMBER 16, 2022

In the second post, I pointed to inconsistencies in how accountants classify operating, capital and financing expenses , and the consequences for reported accounting numbers. In the first session of my valuation class, I pose a question, “What comes more naturally to you, telling a story or working with numbers?”

Marketing 130

Marketing Valuation Advertising Numbers 130

Musings on Markets

AUGUST 28, 2024

A business person valuing his or her business, ahead of a divorce, where half the estimated value of that business has to be paid out to a soon-to-be ex-spouse, wants a low value estimate, not a high one, and much as the appraiser of the business will claim objectivity, that bias will find its way into the numbers and value.

Valuation 139

Valuation Construction Investments Numbers 139

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. Flexibility Cloud-based business budgeting and financial planning tools uncover financial wins, losses, and red flags. Change is here.

Budgeting 96

Budgeting General Ledger Data Analysis Financial Data 96

E78 Partners

SEPTEMBER 9, 2024

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. It’s about creating a financial roadmap that not only meets immediate operational needs but also aligns with the long-term vision for growth and profitability.

Budgeting 59

Budgeting Planning Financial Modeling Forecasting 59

Fpanda Club

APRIL 18, 2022

To become better business partners FP&A practitioners should be creative, but it is not an easy task with a financial mindset traditionally focused on numbers, correct calculations and cause-and-effect relationship.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Marketing Finance Forecasting 130

Fpanda Club

JULY 24, 2022

Analysts usually build their financial models for the first 5 years of the investment and then add terminal value for all the years coming thereafter which may contribute up to 50% of NPV.

Financial Planning and Analysis (FP&A) 130

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

The CFO College

AUGUST 31, 2021

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 financial model. Investors want to see a number of worthy components before they sink money into a company.

Startups 81

Startups Accounting General Ledger Forecasting 81

CFO Thought Leader

MAY 8, 2024

Here, in the crucible of intense market dynamics, Herman cut his teeth on complex financial models, where the rigor of long hours refined his capacity to handle pressure and complexity—a foundational skill for any leader. This could mean looking at new systems, as well as implementing AI.

CFO 52

CFO Financial Modeling Forecasting Numbers 52

E78 Partners

SEPTEMBER 9, 2024

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. It’s about creating a financial roadmap that not only meets immediate operational needs but also aligns with the long-term vision for growth and profitability.

Budgeting 52

Budgeting Planning Financial Modeling Forecasting 52

Centage

OCTOBER 23, 2023

Any number of issues can arise that render forecasts or the line items on an annual budget quickly outdated. The problems that occur downstream from inaccurate or incomplete plans and budgets ultimately impact financial performance and long-term success. Defining your business drivers increases flexibility.

Budgeting 52

Budgeting Planning Forecasting Financial Modeling 52

The Finance Weekly

SEPTEMBER 10, 2023

It uses accounting rules like matching and accruals to show numbers (not cash transactions). Balance Sheet The , balance sheet is like a financial snapshot of a company. How Are These 3 Key Statements Used in Financial Models? Important points to remember: It shows a business's earnings and spending.

Finance 52

Finance Financial Modeling Forecasting Concentration 52

CFO Talks

NOVEMBER 11, 2024

This interest solidified during her BCom studies, where she found satisfaction in analyzing financial statements and market trends. Guided by influential mentors, Thobile recognized that finance goes beyond numbers—it impacts decision-making that drives business and individual success. What sparked your interest in finance?

CFO 52

CFO Leadership Problem Solving Communication 52

CSC Advisors

JUNE 25, 2025

Our advisors assist with financial modeling, site analysis, and budgeting to ensure that your facility expansion drives growth rather than disrupts it. Get the financial assistance you need today. We don’t just look at your numbers. It means planning not just for today’s challenges but for next year’s opportunities.

Planning 52

Planning Construction Finance Financial Modeling 52

PYMNTS

NOVEMBER 13, 2018

A new survey shows that an increasing number of mergers and acquisitions (M&As) are not going through because of concerns over General Data Protection Regulation (GDPR) compliance.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Compliance Financial Modeling Technology 57

Planful

FEBRUARY 11, 2016

Yet, while Excel is certainly easier than performing calculations manually, it provides a number of limitations that make it inefficient, inaccurate, and altogether challenging to use for critical corporate processes. By automating a number of financial tasks, it can significantly reduce the potential for human error.

Budgeting 40

Budgeting Planning Financial Modeling Forecasting 40

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. It is also difficult to trace the source of inaccuracies or mistakes when you use spreadsheets.

Financial Planning and Analysis (FP&A) 98

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

The Finance Weekly

OCTOBER 8, 2023

Market Segment: 63% Mid-Market 37% Small-Business Datarails , Datarails is an FP&A tool that helps finance teams by automating financial reporting and planning tasks using Excel spreadsheets and financial models. Market Segment: 52% Enterprise 35% Mid-Market Casual , Causal makes financial modeling easy and understandable.

Financial Planning and Analysis (FP&A) 52

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

BlueLight

MAY 1, 2020

Financial planning & analysis is a corporation function that uses financial information to make forward-looking recommendations, evolving from a number cruncher to a strategic partner. Having visibility to the financial health and activities of the company, FP&A can reduce risk exposure and identify growth opportunities.

Financial Planning and Analysis (FP&A) 52

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

Centage

OCTOBER 3, 2022

This accessible program can accomplish various tasks, such as financial forecasting and budgeting. Excel is an easy-to-use platform for inputting numbers and getting results with simple formulas. If your business has used Excel for financial forecasting, you may have found some challenges with the program.

Forecasting 52

Forecasting Budgeting Data Analysis Financial Modeling 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

https://trustedcfosolutions.com/feed/

OCTOBER 1, 2022

While hiring part-time or full-time accountants is perfectly reasonable, adopting a more flexible financial model is more beneficial for a company in the long run. Outsourcing financial services enables a business to scale without increasing its employee headcount, or its number of fixed salaries. .

Accounting 57

Accounting Financial Modeling CFO Cost Management 57

CFO News Room

JANUARY 11, 2023

Financial Analyst. Being a financial analyst at a bank requires more than just crunching numbers. Financial analysts ensure banks make sound decisions in accordance with regulations and long-term goals, evaluating data and analyzing financial statements to gauge overall performance.

Banking 130

Banking Financial Analyst Budgeting Investments 130