Jedox Finance

JUNE 12, 2019

An Interview with Jamie Cousin, FP&A Manager at ServiceMaster. The FP&A team at ServiceMaster is searching for answers deep in the individual experiences and purchase histories of over 2 million customers with assistance from the new Artificial Intelligence capabilities embedded in Jedox software.

Financial Planning and Analysis (FP&A) 98

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

The Finance Weekly

NOVEMBER 27, 2022

Extended Planning and Analysis (xP&A) is a form of financial planning that takes the best financial planning and analysis capabilities and extends them into other fields across the organization. Continuous planning. Benefits of xP&A. Improved performance across the organization.

Financial Planning and Analysis (FP&A) 52

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

Jedox Finance

AUGUST 22, 2019

Dear CFO, We heard that you put FP&A on your list of top priorities to work on. You told us that there is too much data, reporting, and analysis and too few real insights that change decisions for the better. To do this we need to address the mindset, people, processes, and technology that drives FP&A’s actions.

Financial Planning and Analysis (FP&A) 84

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

Future CFO

FEBRUARY 23, 2022

As sales and revenues drop due the continuous lockdowns, the inflow of cash is impacted and finance leaders are tasked to ensure there is enough cash to pay for the operating expenses of the company. Co-produced by Sukhpreet Kaur, community manager, CXOCIETY. Look back to see what’s ahead. Experience helps. “

Leadership 98

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

Jedox Finance

JULY 18, 2019

” is the clear message from Chief Financial Officers. To do that we must address the mindset of the entire FP&A team. Operating within your organization’s framework, as we discussed in the previous posts in this blog series , will frame how your FP&A team carries out this mandate.

Financial Planning and Analysis (FP&A) 59

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

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

The Finance Weekly

JANUARY 31, 2022

However, there have been many organizations that have successfully persevered through the challenges posed by the past couple of years, and among the differentiating factors between such businesses is leadership. Leadership across business departments is a foundational element of success. 5 Leadership Competencies for CFOs 1.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leadership IFRS Budgeting 52

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

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

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

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

JANUARY 12, 2022

We used our free headcount planning template to run the numbers. You can download it to follow along or create scenarios that work for your business, so you can consider all the moving parts as you plan your strategy. Alternate scenario: Headcount planning template for hiring in a new office location. Salary differences.

Financial Planning and Analysis (FP&A) 89

Financial Planning and Analysis (FP&A) Planning Forecasting Prioritization 89

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.

SAP 93

SAP Financial Planning and Analysis (FP&A) Compliance Reconciliations 93

Jedox Finance

JANUARY 7, 2021

Sales and operations planning, or S&OP, is essentially an integrated business planning process, though some consider the latter more holistic and inclusive. S&OP is a process by which sales plans and business goals get aligned with all other functions in an organization and vice versa.

Financial Planning and Analysis (FP&A) 81

Financial Planning and Analysis (FP&A) Forecasting Sales Planning 81

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) Communication Reconciliations 52

Jedox Finance

JANUARY 23, 2020

A new calendar year can be a great time to take a renewed, fresh look at your business planning and performance management. In a perfect world, we would like an EPM system that manages organization-wide planning, reporting and analysis. Collection of organization-wide financial and non-financial data.

Financial Planning and Analysis (FP&A) 88

Financial Planning and Analysis (FP&A) Budgeting Data Analysis Forecasting 88

The Finance Weekly

JUNE 17, 2024

Financial planning and analysis (FP&A) is important in automating all of the manual tasks in the finance department and giving everyone greater insights into the data. Planful is one of these top FP&A software solutions , and this article will review their features, reviews, and customer feedback.

Financial Planning and Analysis (FP&A) 52

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

Bramasol

JUNE 25, 2024

Operational Accounting is concerned primarily with the processes for areas like sales, revenue, treasury, cash flow, margins, KPIs, etc. Sweeping changes in the enterprise technology landscape have also been a key driver in expanding the role of CFOs.

Compliance 63

Compliance Accounting Financial Planning and Analysis (FP&A) SAP 63

The Finance Weekly

SEPTEMBER 1, 2024

Apple announced that its Chief Financial Officer (CFO) Luca Maestri will be stepping down starting January 1, 2025. Kevan Parekh, the Vice President of Financial Planning and Analysis (FP&A), will take over as CFO and officially join Apple's executive team. He will report directly to Tim Cook.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

MARCH 22, 2022

A powerful trend in corporate finance in recent years has been a more dynamic approach to FP&A referred to as “Intelligent FP&A” (IFP&A). Given our unique context of IFP&A, we can replace “military or political” with “financial” or “business”. Financial Planning & Analysis is more difficult to define.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Forecasting Corporate Finance Analyzing Data 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. Business partnering roles support the highest leadership levels of an organization and have access and visibility into the horizontal and vertical layers of the company. Steps to Success in FP&A Business Partnering 1.

Financial Planning and Analysis (FP&A) 52

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

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

Onplan

JANUARY 12, 2022

We used our free headcount planning template to run the numbers. You can download it to follow along or create scenarios that work for your business, so you can consider all the moving parts as you plan your strategy. Alternate scenario: Headcount planning template for hiring in a new office location. Salary differences.

Financial Planning and Analysis (FP&A) 52

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

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

CFO Thought Leader

APRIL 22, 2025

Greiners team is analyzing daily tasks across accounting, FP&A, and sales operations to identify which can be codified and automated. At Zeta, that means integrating not just finance and accounting, but also sales operations. It was a morning commute Chris Greiner had made hundreds of times before.

CFO 52

CFO Finance Financial Analysis Financial Analyst 52

CFO Thought Leader

MAY 14, 2023

By the time Russell Lester landed inside Intuit’s department of analysis in 2009, the unremarkable career path on which he had first set out nearly 10 years earlier had become brimming with possibilities. Read More At the time when a recruiter for Intuit called, Lester was responsible for overseeing Hyland’s FP&A discipline.

Financial Planning and Analysis (FP&A) 52

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

Jedox Finance

MARCH 7, 2023

Take a look at how real teams and organizations around the globe have experienced an elevated state of planning and achieved the adaptability, integration, and simplicity they need to shape the future. Chemical manufacturer plans for any scenario Integrating cross-organizational data 3. Table of Contents Increasing adaptability 1.

Financial Planning and Analysis (FP&A) 52

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

Planful

DECEMBER 9, 2021

Read Financial Leadership: The CFO Playbook for Strategic Decision-Making to understand how CFOs can use their financial and business expertise to inform and influence financial, strategic, operational, and other decisions and actions across the company. . Extend planning and analysis into the business.

Financial Planning and Analysis (FP&A) 40

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

CFO Thought Leader

OCTOBER 10, 2023

Looking back, Howatson tells us that she now wishes that she perhaps had been “more deliberate” when it came to acquiring financial planning and analysis experience during the early years of her career.

CFO 52

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

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. All involving Excel data manipulation.

Financial Planning and Analysis (FP&A) 40

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

The Finance Weekly

JANUARY 25, 2024

Finance operations managers are the backbone of the CFO’s Office They have primary responsibility for supporting accounting and finance applications, accounting systems and other core plumbing including time entry, conflicts, collections, matter opening, and financial reporting. Yes, finance operations leaders love Excel.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Pharmaceutical Construction 40

Planful

NOVEMBER 17, 2015

The BBRT is a member-based consortium of companies who have joined together to find better ways to plan and control operations. This research has resulted in finding fundamentally better ways to plan and control operations. John: Steve, can you start by talking about the mission of the Beyond Budgeting Round Table (BBRT)?

Budgeting 40

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

Planful

MARCH 15, 2016

The New Jersey Chapter of the CFO Leadership Council held a panel discussion on “Attracting and Retaining Top Talent.” Another panelist mentioned that Millennials have different expectations, therefore the CFO must use creative strategies to keep them motivated and engaged during changes in leadership.

Finance 40

Finance Financial Planning and Analysis (FP&A) CFO Value-Added Analysis 40