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

E78 Partners

SEPTEMBER 14, 2023

This assessment provides an actionable blueprint for effective strategy execution and enables informed financial decisions through dynamic financial models and scenario analysis. Additionally, it optimizes resource allocation, fosters integrated insights, and harnesses modern technology for a competitive edge.

Financial Planning and Analysis (FP&A) 52

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

Fpanda Club

SEPTEMBER 2, 2021

The growing variety and complexity of tasks within the finance function has resulted in the creation of a discipline that is supposed to become a bridge between the finance and business to support decision-making process by leveraging data and technology. This relates to FP&A which stands for financial planning and analysis.

Financial Planning and Analysis (FP&A) 130

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

CFO Talks

MARCH 14, 2024

No longer confined to the guardianship of financial reporting and compliance, modern CFOs are now pivotal strategists and advisors at the heart of corporate decision-making. This transformation is driven by several factors, including rapid technological advancements, globalization, and an increasingly complex regulatory landscape.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Future CFO

FEBRUARY 18, 2024

The needed response In response to market conditions that will continue to shrink EBITDA margins for the foreseeable future, Gartner says CFOs should recalibrate stakeholder expectations regarding financial models.

Management Consulting 52

Management Consulting Leadership Financial Modeling Forecasting 52

The Finance Weekly

JANUARY 19, 2023

It involves analyzing financial statements and data from different business units. Specialists in operational finance create financial models that outline the details of business processes and their impact on the company's goals, staff plans, budget, and cash flow.

Leadership 98

Leadership CFO Benchmarking Finance 98

Fpanda Club

APRIL 11, 2021

Technological progress and adoption of new generation of tools provide FP&A professionals with opportunities to move away from old-style way of work and spend more time on doing their core activities - planning and analysis – thus turning data into strategic insights and contributing to business decision making. HOW TO DEAL WITH.

Financial Planning and Analysis (FP&A) 130

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

The Finance Weekly

JANUARY 21, 2024

The rise and challenges of ERP systems Over the past 50 years, accounting and finance professionals have embraced existing and new technology, from using the first computers to implementing and using advanced ERP (Enterprise Resource Planning) systems. These legacy financial models typically appear overly complicated.

Financial Planning and Analysis (FP&A) 40

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

Future CFO

FEBRUARY 11, 2020

In this exclusive interview with FutureCFO, Lin discusses some of the new challenges that CFOs must tackle particularly around the adoption of new technologies to enable more efficient use and/or management of the company’s finances. Just don’t expect immediate results,” she cautioned.

CFO 52

CFO Financial Modeling Finance Economics 52

PYMNTS

NOVEMBER 13, 2018

They also expect that, over the next five years, technology will change that process through greater security (63 percent), support of deeper analytical capabilities (61 percent) and simplification of the process (45 percent).

Mergers and Acquisitions (M&A) 57

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

E78 Partners

MARCH 1, 2023

Development of enterprisewide, three-statement integrated, driver-based financial model with a fully integrated back-end. This allows the sales team to look at trends, do forecasting, and price out products smarter.” Creation of multidimensional margin analysis with fully integrated back-end.

Leadership 40

Leadership Financial Modeling Forecasting Financial Data 40

Jedox Finance

AUGUST 22, 2019

To do this we need to address the mindset, people, processes, and technology that drives FP&A’s actions. Crystal ball to financially model the impact of the strategic options. Next, we need to upgrade our technology. Courage to explore historical data and reveal where there is a risk to any of the strategic options.

Financial Planning and Analysis (FP&A) 84

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

Spreadym

JUNE 6, 2023

Performance limitations for large datasets: While Workday Adaptive Planning can handle significant data volumes, performance may be impacted when dealing with extremely large datasets or complex financial models. Anaplan Anaplan is a cloud-based platform that enables collaborative financial planning, budgeting, and forecasting.

Forecasting 52

Forecasting Budgeting Planning Financial Modeling 52

Jedox Finance

JUNE 14, 2023

Explore technologies 10. Explore technologies Scenario planning is a rigorous process that demands significant effort from finance teams as they analyze multiple variables, conduct in-depth research, and carefully assess potential outcomes. Develop internally consistent scenarios 5. Expect irregular distribution 6. If so, why?

Financial Planning and Analysis (FP&A) 52

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

CFO Talks

MARCH 19, 2024

Regularly updating this list keeps the agenda relevant and front of mind across the organization. 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

BlueLight

MAY 1, 2020

The Controller is responsible for generating the three main financial statements and ensuring these statements comply with GAAP and other regulatory requirements. FP&A is responsible for strategic planning, decision support, and financial modeling.

Financial Planning and Analysis (FP&A) 52

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

Jedox Finance

AUGUST 13, 2019

In today’s world where technology changes are rampant and society’s expectations of new ideas and stimulation is at a rate not seen before. Technology will guide our roles. Done well, an FP&A mindset transformation is led by people, it touches and changes all processes, and embraces technology. Retrain, create new habits.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Finance CFO 52

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. We cover fundraising, board meetings, financial forecasts, dashboard, cap table, banking relationships, etc. Accounting ?—?Many

Planning 52

Planning Marketing Startups CFO 52

CFO News Room

JANUARY 11, 2023

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. They must also stay current with market changes and emerging technologies that can alter the finance landscape.

Banking 130

Banking Financial Analyst Budgeting Investments 130

Future CFO

AUGUST 3, 2021

The pandemic gave new meaning to financial agility. It became vital as companies pivoted, recalibrated their financial models, and looked to withstand market shocks. For financial leaders, this shift in meaning created challenges. As a result, every company sought financial clarity. Source: FutureCIO-AFP, 2021.

Finance 52

Finance Forecasting Financial Modeling Accounts Payable 52

BlueLight

JUNE 5, 2020

One great way to leverage observers is for domain expertise to drive strategic discussions based on their knowledge of the market or technology. For example, a highly technical founding team with proprietary technology might not know how to package a product. Founding partner at G2VP?—?a Disclaimer?—?The

Startups 52

Startups Technology Investments Finance 52

The Finance Weekly

SEPTEMBER 27, 2021

CFOs and finance VPs now have the capacity to construct financial dashboards as well as operational dashboards thanks to advancements in software technologies. Any flaws in these models will be maintained throughout the reporting process. This makes Excel and Powerpoint indispensable.

Finance 52

Finance Construction Financial Analyst Financial Modeling 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.

B2C 96

B2C Healthcare B2B Financial Modeling 96

Michigan CFO

JUNE 7, 2023

CFOs play a pivotal role in strategic decision-making, ensuring the financial health and stability of the business. Evolution of the Virtual CFO Concept With the rise of remote work and advancements in technology, the concept of a virtual CFO has gained significant traction.

CFO 52

CFO Problem Solving Budgeting Communication 52

Future CFO

JUNE 13, 2022

Over the years, I have nurtured the transformation of various departments by motivating staff to generate innovative ideas and equip them with expertise, practices and technologies to rapidly turn those ideas into business value using technology and design-thinking process. The same holds true in healthcare.

Healthcare 52

Healthcare CFO Leadership Finance 52

Boston Startup CFO

JULY 10, 2016

I recently spoke with Tridivesh Kidambi, newly appointed CFO of CallFire, a technology company that provides voice and text connectivity to businesses, to learn more about how a company determines it needs a CFO and what it takes to be the CFO of a startup. JT: CallFire’s founding team remains active in the company.

CFO 52

CFO Startups Communication Financial Modeling 52

PYMNTS

SEPTEMBER 7, 2018

But any special projects above and beyond the day-to-day routine, like M&A transactions or billing and financial models, a lot of our partners and their clients don’t have that kind of talent.” “You can build software to automate everything, but businesses cannot run only on technology. ”

B2B 40

B2B Marketing Communication Compliance 40

Future CFO

OCTOBER 20, 2021

WD: Given the current pandemic and the technologies we have today, all of us need to transform ourselves. When I look for someone to join my team, I look at talent rather than age or gender. FutureCFO: What are some of the biggest challenges facing you as a CFO today, especially during this fluctuating pandemic?

CFO 52

CFO Leadership Finance Problem Solving 52

CFO News Room

NOVEMBER 16, 2022

One reason is that valuation, at least as practiced, has become financial modeling, where Excel ninjas pull numbers from financial statements, put them into spreadsheets and extrapolate based upon past trends. I may be old and cranky.

Marketing 130

Marketing Valuation Advertising Numbers 130

Spreadym

NOVEMBER 16, 2023

Collaboration and Workflow Management: Features for collaboration and workflow management facilitate communication and coordination among team members involved in the financial planning process. Pros of Vena for FP&A Flexible Modeling: Vena is known for its flexibility in financial modeling.

Financial Planning and Analysis (FP&A) 59

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

Musings on Markets

NOVEMBER 15, 2022

One reason is that valuation, at least as practiced, has become financial modeling, where Excel ninjas pull numbers from financial statements, put them into spreadsheets and extrapolate based upon past trends. I may be old and cranky.

Valuation 90

Valuation Advertising Numbers Investments 90

PYMNTS

DECEMBER 10, 2018

Detailed financial models showed merchants the billions they would save using new schemes that sidestepped the card networks. That really shouldn’t be bad news for merchants, particularly as technology and digital platforms open new channels for consumers to find products and merchants from which they’d like to buy.

Sales 73

Sales Accounting Economics Retail 73

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

Barry Ritholtz

JANUARY 30, 2024

That technology is not an, is not sufficient unto itself, right? 00:26:01 So the idea there was we have great tools, great technology that can scale and that can help advisors scale their practices. And in all three instances, we are expanding access through the use of technology. We don’t need to compete with advisors.

Investments 56

Investments Technology Leadership Marketing 56

Spreadym

SEPTEMBER 27, 2023

Technology and Software: Many organizations use dedicated CPM software solutions to facilitate the above processes, automate data collection, reporting, and analysis, and improve decision-making. It allows organizations to create detailed financial models and forecasts, making it suitable for complex planning processes.

SAP 59

SAP Budgeting Forecasting Auditing 59

Centage

OCTOBER 3, 2022

The process of generating what-if scenarios and financial models or incorporating several variables at once could be time-consuming. The multi-dimensional model could also be challenging to envision, which may lead to errors and oversights. Since Excel has a two-dimensional framework, it can limit your visibility.

Forecasting 98

Forecasting Budgeting Data Analysis Financial Modeling 98

Spreadym

MAY 15, 2023

Spreadym works as a corporate performance management system, so users can easily handle plan vs. actual analysis, what-if analysis or model several scenarios for future cash flow. Spreadym planning software structures data in cube technics using In-memory database technology.

Financial Planning and Analysis (FP&A) 52

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