Jedox Finance

AUGUST 22, 2019

Dear CFO, We heard that you put FP&A on your list of top priorities to work on. We understand that you’re not satisfied with the return on investment you’re getting from the department. You told us that there is too much data, reporting, and analysis and too few real insights that change decisions for the better.

Financial Planning and Analysis (FP&A) 84

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

Onplan

DECEMBER 16, 2021

What are the most common myths about FP&A software you’ve heard? Finance departments are increasingly looking for solutions to help them make more proactive, data-driven decisions and connect the dots between finance and business operations teams to improve collaboration in strategic planning and budgeting.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Finance Strategic Planning 52

Onplan

DECEMBER 16, 2021

What are the most common myths about FP&A software you’ve heard? Finance departments are increasingly looking for solutions to help them make more proactive, data-driven decisions and connect the dots between finance and business operations teams to improve collaboration in strategic planning and budgeting.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Finance Strategic Planning 52

Onplan

DECEMBER 28, 2021

Is closing your offices and giving people compensating benefits a good financial move for your bottom line? (Of 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? Let’s start by laying out the base case.

Planning 98

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

Centage

DECEMBER 1, 2021

But times have changed – which is why financial forecasting is more important than your annual budget. Basing projections off data coming from various sources reduces leadership’s confidence in your analysis. Pulling financials from disparate Excel spreadsheets introduces clerical errors.

Forecasting 98

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

Centage

APRIL 4, 2023

In fact, a 2022 TransUnion Consumer Pulse Study revealed that 48 percent of consumers were concerned about their ability to fulfill financial requirements. To determine profit margins, companies subtract the total cost of providing a product or service from the sales price paid for the item by customers.

Financial Planning and Analysis (FP&A) 98

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

Focus CFO

DECEMBER 6, 2021

Some business owners downplay the complexity of Financial Planning and Analysis (FP&A) and mistakenly task their accounting team with this crucial function, or hope their CPA firm can be of help. Let’s examine how an outsourced, fractional CFO can improve FP&A: Improving Data. .” – Lao Tzu.

Financial Planning and Analysis (FP&A) 92

Financial Planning and Analysis (FP&A) Strategic Planning CFO Communication 92

Centage

MAY 23, 2023

By assessing your financial circumstances at various points in the year, you can anticipate future problems, heading off issues before they appear. Keep reading to learn more about the importance of a mid-year budget review and discover our expert tips for financial success. Count Cash Flow Cash is king for a reason.

Budgeting 98

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

Centage

JANUARY 17, 2024

Assumptions from months ago, when the budget was created, may have changed or been invalidated by unforeseen market changes or other circumstances, like an unexpected slide in sales or the sudden need to invest in new equipment or technology. Bad data skews analysis, leaving you to miss out on a potential boon for your business.

Financial Planning and Analysis (FP&A) 52

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

Onplan

DECEMBER 28, 2021

Is closing your offices and giving people compensating benefits a good financial move for your bottom line? (Of 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? Let’s start by laying out the base case.

Planning 52

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

Fpanda Club

JULY 24, 2022

oracle Aesop formulated his investment insight "a bird in the hand is worth two in the bush" and since that time the model for calculating the value of an asset as the present value of the cash generated by this asset throughout its life has remained unchanged. In about 600 B.C. and help identify most probable outcomes.

Financial Planning and Analysis (FP&A) 130

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

Future CFO

JANUARY 25, 2021

Investing in transformation will likely continue to be a top priority for CFOs in 2021, for both top-line growth and operating efficiencies. Recognising the elevated need for departmental-led, enterprise-wide analysis and planning, FutureCFO spoke to Mark Velthuis , president for Asia-Pacific and Japan at Jedox. APAC strategy.

Financial Planning and Analysis (FP&A) 52

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

CFO Thought Leader

APRIL 1, 2023

In this Planning Aces episode, host Jack Sweeney and guest host Ben Murray discuss the collaborative organizational effort behind generating business intelligence (BI) and the different places BI resources may reside within a business, with reference to an episode featuring Gary Zyla, CFO of AssetMark. Tell us a little more about Nathan.

Sales 52

Sales Financial Planning and Analysis (FP&A) CFO Mergers and Acquisitions (M&A) 52

E78 Partners

APRIL 13, 2023

Key Takeaways Private capital markets faced headwinds in 2022, but a boom is predicted due to more companies staying private longer, institutional investors increasing allocations to private equity, and a demographic shift as entrepreneurial Baby Boomers consider succession plans for their businesses. Are you prepared for this secular trend?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leadership Forecasting CFO 52

CFO Thought Leader

OCTOBER 10, 2023

The corporate headquarters of Bend All Automotive may have been a mere 30-minute drive from KPMG’s offices in Waterloo, Ontario—but Melissa Howatson had to put in a 6-year career investment at the accounting house before she came to realize that it was time to go the distance.

CFO 52

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

The Finance Weekly

JUNE 7, 2023

Kapil Agrawal | Outschool , Kapil Agrawal has been appointed as the new Chief Financial Officer of Outschool, an online learning platform. Helen Johnson | Appen , Helen Johnson , formerly the CFO of North America at Insight, a technology company, has been appointed as the chief financial officer of Appen, an artificial intelligence company.

CFO 52

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

The Finance Weekly

APRIL 27, 2022

As an FP&A professional, one of the key foundation points is to build trust and respect with the business. Steps to Success in FP&A Business Partnering 1. All FP&A professionals will generally start off with building reporting templates, providing commentary and analysis on the performance of the business.

Financial Planning and Analysis (FP&A) 52

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

Planful

AUGUST 20, 2021

Teams can overcome these challenges by saying goodbye to spreadsheets and relying on new forms of FP&A budgeting tools that make the budgeting process faster, more efficient, and more insightful. . Switching to a data-driven FP&A platform also helps to extract cost savings. . One such example is PS Logistics.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Budgeting Forecasting Data Analysis 40

The Finance Weekly

APRIL 27, 2022

Wall Street anticipates growth, the C-suite expects annual plans to be accomplished, and owners expect a return on their investment, especially those who have potentially risked their life savings. Chief financial officers, known for exhibiting strong professional ethics, need to lead in navigating this difficult period.

Leadership 52

Leadership Financial Planning and Analysis (FP&A) CFO Communication 52

Jedox Finance

AUGUST 2, 2022

In this blog post you get the chance to explore the intersection between the planning and technology of your organization and will see how an EPM Tech Refresh that is coming with a modern solution can help you on your digital transformation journey. The intersection of planning & technology. Table of Contents.

Financial Planning and Analysis (FP&A) 52

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

Planful

APRIL 16, 2021

In 2019, global corporate debt held by non-financial corporations reached over 75 trillion U.S. In 2019, global corporate debt held by non-financial corporations reached over 75 trillion U.S. Investing in business growth now can help you inform future decisions. But business debt isn’t always a bad thing.

Prioritization 40

Prioritization Financial Planning and Analysis (FP&A) Mergers and Acquisitions (M&A) Profit and Loss 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. Think of pro forma statements as a monetary crystal ball, a guiding financial forecast.

GAAP 40

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

Centage

SEPTEMBER 13, 2022

Your business can use historical and recent business performance with the recurrent business cycle and seasonal trends to predict your organization’s financial performance in various scenarios. There is some risk to using past performance to inform your long-term plans, and this can be compounded during times of economic uncertainty.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Planning Forecasting Profit and Loss 98

Centage

APRIL 6, 2022

Every business has a set of interconnected levers, commonly referred to as business drivers, that affect the operational expenses and financial results. For instance, the more sales staff available, the more revenue to be gained, but the more expenses are incurred. There are three types of financial scenario planning: .

Financial Planning and Analysis (FP&A) 98

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

BlueLight

JULY 30, 2020

The financial implication of these decision is critical and the CFO is the executive helping the CEO navigate these decisions. Historically, the CFO role was focused on backward looking information: ensuring on-time and accurate financial reporting. Pre Series B, it’s a part-time role to simply track past financial numbers.

CFO 52

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

The Finance Weekly

JULY 19, 2022

FP&A software assists CFOs, finance leaders, and FP&A experts in ensuring the financial health of their organization by tracking and analyzing current outcomes and forecasting future performance. What is FP&A? Why do you need FP&A? The top 10 best FP&A Software Tools Available.

Financial Planning and Analysis (FP&A) 96

Financial Planning and Analysis (FP&A) Budgeting Forecasting Finance 96

Centage

SEPTEMBER 13, 2022

Your business can use historical and recent business performance with the recurrent business cycle and seasonal trends to predict your organization’s financial performance in various scenarios. There is some risk to using past performance to inform your long-term plans, and this can be compounded during times of economic uncertainty.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Forecasting Profit and Loss 52

Onplan

DECEMBER 16, 2021

This is where a great financial analyst can help you. Start with the end in mind: you want someone who naturally thinks about the business, and the future of the business—not just the financials. The most talented FP&A pros are masters. How have you increased cross-company collaboration to enhance FP&A processes?

Financial Planning and Analysis (FP&A) 52

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

Onplan

DECEMBER 16, 2021

This is where a great financial analyst can help you. Start with the end in mind: you want someone who naturally thinks about the business, and the future of the business—not just the financials. The most talented FP&A pros are masters. How have you increased cross-company collaboration to enhance FP&A processes?

Financial Planning and Analysis (FP&A) 52

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

Future CFO

OCTOBER 18, 2022

Traditional FP&A processes provide a structured approach to budgeting, planning, forecasting, and reporting so that the finance team can deliver analysis that helps senior executives understand the financial impact of their decisions.

Financial Planning and Analysis (FP&A) 52

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

Jedox Finance

MAY 11, 2022

Plans, budgets, and forecasts built collaboratively across the enterprise were historically elusive for companies with various technologies and software assembled over years, if not decades. Jedox extracts valuable financial and operational data tables through a secure connection to Dynamics via Microsoft Dataverse. standardizes?and?simplifies?tables

Financial Planning and Analysis (FP&A) 52

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

Planful

JUNE 17, 2021

Over the years, the chief financial officer’s (CFO) role has evolved from gatekeeper to trusted advisor and business partner. But not every CFO thrives in the strategic planning side of their role. Many finance leaders confuse financial planning with strategic planning. Strategic Planning Component #1: Revenue.

Strategic Planning 40

Strategic Planning Financial Planning and Analysis (FP&A) Planning CFO 40

The Finance Weekly

APRIL 13, 2024

Every modern enterprise, regardless of size, requires finance software to manage various aspects of its financial health. This includes tracking past financial activities, ensuring compliance and reporting, as well as forecasting future financial scenarios for better budgeting.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Invoicing Budgeting 52

The Finance Weekly

APRIL 24, 2022

Some examples of KPIs that can help prioritize tasks and drive company growth are: Financing KPIs- Return on Assets (ROA) and Return on Investment (ROI) are 2 of the more popular ones, but financing KPIs can be more individual or industry based as well. Cleaning Tip #1 Keeping Data Clean and Integrous.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

APRIL 28, 2024

Also, the subscription service comes with cool features such as follows: Keeping tabs on inventory Sorting out your books Sending out invoices smoothly Managing payroll Dishing out financial reports Linking up with other apps for a seamless workflow Plus, you can share access with different permissions for your team.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Invoicing Budgeting Finance 52

Jedox Finance

APRIL 12, 2023

3 In these evolving conditions, integrated business planning (IBP) is gaining momentum because it has the power to unify all the data that matters across finance, HR, and sales into a single platform to drive decisive workforce planning. What is workforce planning?

Financial Planning and Analysis (FP&A) 52

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

Centage

FEBRUARY 11, 2022

The start of a new year is always a time for planning. As a FP&A professional, all eyes are on you to help plan the year ahead, step-by-careful-step, with enough lead time to avoid pitfalls and seize unexpected opportunities. For instance, 70% of SMBs have created scenario planning to prepare for the future.

Financial Planning and Analysis (FP&A) 98

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