CSC Advisors

JUNE 25, 2025

That is why thoughtful planning and sound financial guidance make all the difference when your business reaches that next level. Know where you stand and plan where your small business is going. Our team helps small businesses map out growth strategies that are financially sound and sustainable.

Planning

CFO Selections

JULY 6, 2023

“How do you build a three-year financial model?” A financial model is a type of financial projection that pulls together important data to allow organizations to analyze their current financial position and predict their future financial position. It’s a question we get (and answer) a lot.

Financial Modeling

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

Collectiv

MARCH 5, 2025

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.

Planning

Spreadym

NOVEMBER 16, 2023

The best Financial Planning and Analysis (FP&A) software typically offers a range of features designed to help organizations effectively manage their financial performance. Users can input data, make adjustments, and project future financial scenarios.

Financial Planning and Analysis (FP&A)

Centage

OCTOBER 3, 2022

If your business has used Excel for financial forecasting, you may have found some challenges with the program. These obstacles can become even more pronounced as your business grows and your financial planning gets increasingly complex. You may be searching for an advanced solution that meets your business needs.

Forecasting

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

Centage

AUGUST 24, 2022

These concerns could include time-consuming manual entry, difficulties consolidating data, less security for sensitive information, limited collaboration capabilities, delayed reporting, and difficulties accessing historical or real-time data. At Centage Corporation, we offer Planning Maestro® , a corporate financial planning solution.

Financial Planning and Analysis (FP&A)

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

The Finance Weekly

JULY 19, 2022

FP&A stands for "financial planning and analysis," and is the backbone of the modern finance department. It’s the budgeting, financial forecasting, financial analysis, and decision-making that support an organization's health and strategy. Strategic financial planning. What is FP&A? Conclusion.

Financial Planning and Analysis (FP&A)

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

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)

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. Pursuing a career in banking is often worth the effort, with higher salaries and more job security available than in many other industries. About the Banking Industry.

Banking

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)

Centage

OCTOBER 3, 2022

If your business has used Excel for financial forecasting, you may have found some challenges with the program. These obstacles can become even more pronounced as your business grows and your financial planning gets increasingly complex. Why Businesses Use Spreadsheets for Financial Forecasting. Distribution Issues.

Forecasting

Spreadym

FEBRUARY 12, 2023

All these developments are displayed not only in documents, reports and final results of the company, they are subject to serious adjustments in installed business systems, like bi tools, financial analysis software, manufacturing planning software, resource planning software and others.

Financial Analysis

Future CFO

SEPTEMBER 30, 2022

The Kroll 2022 Cyber Risk and CFOs report, Over-Confidence is Costly , revealed that 84% of CFOs in Asia Pacific acknowledge that their organisation had more than three security incidents in the last 18 months, and only 8% of CFOs are briefed monthly by the information security team. Kroll 2022 Cyber Risk and CFOs report.

CFO

Centage

DECEMBER 21, 2023

Some of our customers chose Centage because performing the type of granular forecasting and reporting that the CFO or other leadership required would have required hiring additional accounting staff just to perform manual calculations and inevitably find & fix Excel formula errors.

Budgeting

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

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.

Retail

E78 Partners

NOVEMBER 25, 2024

E78 , a leader in tailored financial solutions, has adapted to meet these demands, evolving its transaction services from traditional, paper-heavy processes to cutting-edge digital platforms. The team helps clients understand each deal’s potential returns and risks by providing accurate valuations and financial models.

Securities

E78 Partners

NOVEMBER 25, 2024

E78 , a leader in tailored financial solutions, has adapted to meet these demands, evolving its transaction services from traditional, paper-heavy processes to cutting-edge digital platforms. The team helps clients understand each deal’s potential returns and risks by providing accurate valuations and financial models.

Securities

CFO Talks

SEPTEMBER 12, 2024

This article will provide actionable insights and practical steps that CFOs can implement to confidently navigate financial turbulence. Embrace Scenario Planning One of the most effective tools in managing uncertainty is scenario planning.

Leverage

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. Experience translates into more accurate and reliable forecasts, providing businesses with a clearer financial outlook.

Forecasting

CFO Simplified

DECEMBER 12, 2021

Finance focuses primarily on the management of assets, liabilities, and strategic growth planning. Growth planning . In publicly traded companies, the CFO is also responsible for the company’s compliance with Securities and Exchange Commission (SEC) rules and regulations. You change operations, you affect the financials. .

Accounting

Spreadym

AUGUST 10, 2023

The best financial reporting software solutions , Spreadym : an easy-to-use platform that is widely used for financial planning and analysis. QuickBooks: A widely used accounting software that offers robust financial reporting capabilities, suitable for small and medium-sized businesses.

Financial Reporting

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

The Finance Weekly

APRIL 13, 2024

The finance industry employs a multitude of software solutions to facilitate budget creation, and financial reporting, and to assist financial analysts and investors with financial planning and forecasting. Pricing Datarails offers customized pricing based on the needs of the user.

Financial Planning and Analysis (FP&A)

Onplan

NOVEMBER 30, 2022

Finance professionals and teams today have numerous solutions available to help them plan, budget, forecast, and analyze financial information. In this buyer’s guide to the best FP&A software, we’ll provide an overview of the top financial planning and analysis tools to consider. Customers success. Key features.

Financial Planning and Analysis (FP&A)

CFO Share

NOVEMBER 8, 2022

However, there are general characteristics you should plan for in every downturn. If your company relies on debt financing for capital equipment or working capital, preparing your small business for a recession means securing debt capital in advance of the downturn. How does a recession affect small businesses? Buy a business.

Forecasting

Future CFO

MAY 22, 2024

Waty says CFOs must navigate regulatory landscapes, measure return on investment, mitigate the risk of technology obsolescence, address cybersecurity threats, balance technology investments with costs, manage data security, overcome resistance, integrate digital tools, and attract and retain talent.

CFO

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. This proactive approach to risk management supports more resilient business planning and strategy formulation.

Prioritization

VCFO

JUNE 12, 2023

Among many successes, Brandon secured soft commitments for a capital raise of over $100M each from two competing commercial financiers for an international supply chain logistics and healthcare products firm. Prior to joining vcfo, Brandon was a CFO for companies in a variety of industries.

CFO

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. Pro forma statements are also used to secure financing.

GAAP

Michigan CFO

NOVEMBER 7, 2022

A Chief Financial Officer (CFO) is an executive role within an organization that takes responsibility for finance, financial planning, mergers and acquisitions, valuation, financing and investors, and other important financial aspects of the business. Having an on-demand CFO can provide your business flexible expertise.

CFO

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

The Charity CFO

APRIL 15, 2022

Um, and more importantly, we talk about that transition plan for a lot of nonprofits that are dealing with, uh, the loss of their accountants. And so succession planning is very important. And there’s the other 20% of us that really like financial modeling and yeah. Um, Tosha Anderson: Yeah, yeah, yeah, totally.

Nonprofit