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 Prioritization 52

CFO Simplified

DECEMBER 10, 2021

As the end of the fiscal year comes into focus, it’s time to put together plans for the upcoming year. If you’ve put together annual strategic, operational, and financial plans previously, terrific. Most successful companies have an annual planning process to put together specific plans and goals for the upcoming year.

Strategic Planning 52

Strategic Planning Budgeting Planning Financial Modeling 52

The Finance Weekly

AUGUST 28, 2022

For the first time ever, Microsoft Excel based NFTs are going on sale. The NFTs were commissioned by , Datarails , a financial planning platform that knows a thing or two about Excel. Each of the 5 NFTs will be sold for 1 Ethereum (roughly $1,500 at press time), with the hope that the sales should generate around $7,500.

Financial Planning and Analysis (FP&A) 52

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

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

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

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. Develop a plan to address the variances in your financial forecasting.

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

Fpanda Club

APRIL 18, 2022

SWOT SWOT stands for the analytical tool to uncover Strengths, Weaknesses, Opportunities and Threats and is frequently used in strategic planning exercises. By combining the results of the SWOT analysis FP&A teams can elaborate strategies and develop action plans to improve the FP&A function.

Financial Planning and Analysis (FP&A) 130

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

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

The Finance Weekly

SEPTEMBER 10, 2023

The 3 Key Financial Statements These three financial documents are connected, and we'll explain how they work together in this guide, so you don't need to be an accounting expert to understand them: Income Statement Investors and analysts usually start by checking the , income statement when they want to know how a business is doing financially.

Finance 52

Finance Financial Modeling Forecasting Concentration 52

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. Discovery driven planning Another weakness of the DCF model not discussed previously in this article is its sensitivity to assumptions.

Financial Planning and Analysis (FP&A) 130

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

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. FP&A is responsible for strategic planning, decision support, and financial modeling. Source: Vena Solutions What is FP&A?

Financial Planning and Analysis (FP&A) 52

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

The CFO College

AUGUST 31, 2021

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 financial model. Tax law is highly complicated.

Startups 81

Startups Accounting General Ledger Forecasting 81

CFO Share

JULY 8, 2021

A 13 week cash flow forecast is a short term forecast used during liquidity shortfalls to plan a company’s cash flows and avoid financial distress such as missing payroll, defaulting on debt, and ending up in bankruptcy or receivership. Common solutions include: Accelerating sales and AR collection efforts.

Cash Flow Forecasting 59

Cash Flow Forecasting Forecasting CFO Accounts Payable 59

Jedox Finance

SEPTEMBER 10, 2020

The crisis also highlighted the limitations with using legacy planning approaches. For dynamic forecasting to work effectively, CFOs need a scenario and modeling platform that supports real-time data updates. It combines financial data, customer, and sales data with operational data at scale.

CFO 69

CFO Forecasting Budgeting Financial Modeling 69

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.

CFO 40

CFO Healthcare Leadership Financial Modeling 40

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

CFO Share

NOVEMBER 8, 2022

However, there are general characteristics you should plan for in every downturn. For example, during Covid-19, there was a catastrophic reduction in brick-and-mortar retail demand but massive growth in e-commerce sales. Shift sales and operations resources toward strong markets. How does a recession affect small businesses?

Forecasting 40

Forecasting Economics Investments Financial Modeling 40

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. Fear not the needed investment.

Financial Planning and Analysis (FP&A) 84

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

CFO Talks

MARCH 19, 2024

This list should encompass both quick wins, such as automating invoice processing to improve cash flow management, and long-term objectives, like integrating AI-driven analytics for more accurate financial forecasting and strategic planning.

CFO 52

CFO Communication Finance Budgeting 52

CFO Share

MARCH 23, 2021

This enables continuous planning of future performance based on actual performance. A rolling forecast model is a dynamic and advantageous way to plan in an ever-changing business environment. Budgeting and forecasting are best practices in small business financial modeling. Build a headcount plan.

Forecasting 52

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

CFO Simplified

DECEMBER 12, 2021

Finance focuses primarily on the management of assets, liabilities, and strategic growth planning. Growth planning . You change operations, you affect the financials. . Leaders in finance are most successful when they have skills in communication, quantitative analysis, financial planning, and team building.

Accounting 52

Accounting Finance Cash Flow Forecasting CFO 52

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. Something the larger enterprise resource planning (ERP) systems can learn from with decentralized app development. Financial Modeling. Crystal ball.

Technology 52

Technology Financial Modeling Forecasting Planning 52

The Finance Weekly

AUGUST 30, 2022

It is a financial planning and analysis platform that automates time-consuming manual processes for financial reporting and planning. It is unique in that it enables finance teams to continue benefiting from the familiar spreadsheets and financial models of Excel without having to learn a new software.

Financial Planning and Analysis (FP&A) 95

Financial Planning and Analysis (FP&A) Budgeting Analyzing Data Startups 95

Future CFO

AUGUST 6, 2020

The crisis also highlighted limitations with legacy planning approaches. For dynamic forecasting to work, CFOs need a scenario and modelling platform that supports real-time data updates. It combines financial data, customer, and sales data with operational data – at scale. Planning multiple business routes.

CFO 40

CFO Forecasting Budgeting Financial Modeling 40

Cube Software

MAY 11, 2023

What is a pro forma financial statement? No business can survive without planning. 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. A pro forma invoice is not a type of pro forma financial statement.

GAAP 40

GAAP Financial Planning and Analysis (FP&A) Profit and Loss Accounting Principles 40

Jedox Finance

JULY 18, 2019

We asked several Financial Planning and Analysis professionals to share their perspectives on the mindset needed for success now and in the future. Tania Trifunoski, Commercially focused Financial Planning and Analysis Leader. Also, a crystal ball to financially model the impact of the strategic options.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Net Present Value (NPV) Budgeting Leadership 59

PYMNTS

NOVEMBER 20, 2019

Same-store sales, the most watched metric in physical retail, grew by 4.5 Moreover, Cornell told investors, what is disguised in the quarter-by-quarter results is the compounding nature of Target’s digital sales growth over the last few years. Net income came in at $714 million, or $1.39 a share forecast pre-release.

eCommerce 40

eCommerce Forecasting Math Retail 40

The Finance Weekly

AUGUST 30, 2022

It is a financial planning and analysis platform that automates time-consuming manual processes for financial reporting and planning. It is unique in that it enables finance teams to continue benefiting from the familiar spreadsheets and financial models of Excel without having to learn a new software.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

AUGUST 11, 2020

The Infermedica service was originally designed to be B2C, but the company quickly discovered a problem with that model. While the service was meant for patients, appealing directly to consumers wasn’t a workable financial model because there was no good way to monetize it. But that will take time.

B2C 96

B2C Healthcare B2B Financial Modeling 96

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

Planful

AUGUST 30, 2016

To gain a better sense of the pulse of the market, earlier this year Planful sponsored a survey that was executed by Radius Global Research. 22% of respondents (27% in large companies) said Improve Financial and Operational Planning. 30% – Continual Planning Processes (rolling forecast). Top EPM System Priorities.

Finance 40

Finance Budgeting Forecasting Planning 40

PYMNTS

JULY 14, 2017

Meanwhile, she noted, Adobe got an A++, with 222 percent sales growth since switching to a subscription-based model, and subscription box services grew 3,000 percent from 2013 to 2016 — so, somebody’s doing it right. You get that right, and it’s a wonderful compounding financial model.”. Webster said.

Financial Modeling 49

Financial Modeling Budgeting Sales Startups 49

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

BlueLight

JUNE 5, 2020

These could be VP of sales, product, engineering, commercial, etc. Expertise includes early stage technology development, strategic business planning, economic and financial modeling, recruiting and executive team building, fund raising, incubating startups, investing across company stages and board level advising.

Startups 52

Startups Technology Investments Finance 52