E78 Partners

FEBRUARY 26, 2025

The Overlooked FP&A Dilemma in Private Equity Private equity (PE) investors pursue efficiency, profitability, and long-term value creation. Yet, many PE-backed companies struggle with financial planning and analysis (FP&A), which creates barriers to achieving growth targets, cash flow clarity, and operational alignment.

Financial Planning and Analysis (FP&A)

The Finance Weekly

FEBRUARY 22, 2025

Did you know that 47% of businesses still rely on spreadsheets for financial planning, despite the risks of errors and inefficiencies? Workday Adaptive Planning aims to solve this problem by offering a cloud-based Financial Planning & Analysis (FP&A) solution with AI-powered forecasting, budgeting, and workforce planning tools.

Financial Planning and Analysis (FP&A)

Jedox Finance

NOVEMBER 15, 2024

Excel has been a cornerstone of financial planning for decades. However, as companies grow in complexity, relying only on Excel limits financial planning & analysis (FP&A) professionals—especially in collaboration, data integration, and managing large data [.]

Financial Planning and Analysis (FP&A)

E78 Partners

OCTOBER 30, 2024

Middle-market companies face increasing pressure to maintain their value edge in this competitive financial landscape. To drive growth, improve profitability, and enhance decision-making, companies can leverage the power of refined operational disciplines – Forecasting, Planning, and Analytics (our take on FP&A).

Financial Planning and Analysis (FP&A)

Lime Light

MAY 20, 2025

Discover 50+ FP&A statistics for 2025 that reveal how finance teams are evolving. Get data-driven insights every CFO should know.

CFO

Collectiv

JANUARY 24, 2025

Did you know that 96% of finance teams still rely on spreadsheets for planning and 93% rely on them for reporting? I dont about you, but its pretty surprising to see spreadsheets dominating in AFPs 2025 FP&A Benchmarking Survey Report. 60% of FP&A teams face moderate to significant challenges with reliable and accessible data.

Financial Planning and Analysis (FP&A)

Future CFO

DECEMBER 19, 2024

However, as the company grew, it faced mounting challenges in managing financial planning through manual spreadsheets. This method proved both time-consuming and prone to errors, leaving the organisation with a fragmented view of its financial health due to siloed IT systems.

Financial Planning and Analysis (FP&A)

E78 Partners

NOVEMBER 12, 2024

Preparing for a financial audit can be a daunting task, especially for private equity-backed firms where accuracy and efficiency are paramount. Proactive Documentation Management: Building a Foundation for Success Preparation begins long before auditors arrive, starting with the early organization of critical financial records.

Auditing

CFO Thought Leader

JUNE 9, 2025

In this episode of Planning Aces, co-hosts Jack Sweeney and Brett Knowles spotlight the FP&A strategies and AI adoption journeys of three CFOs—Gillian Munson (Vimeo), Dan Fletcher (Planful), and Chad Gold (FullStory).

Planning

The Finance Weekly

MAY 26, 2025

Now, for the first time, FP&A has a mascot, and hes a panda.Strutting into the CFOs office is Bob Sheetner aka FPandA, a clever twist on Financial Planning and Analysis. As the worlds first brand mascot for FP&A brou

Financial Planning and Analysis (FP&A)

CFO Thought Leader

NOVEMBER 3, 2024

In this episode of “Planning Aces,” finance leaders explore the evolving role of FP&A as a strategic partner emphasizing the importance of reliable data in aligning decision-making and resetting priorities. Leveraging AI emerges as a key theme for optimizing financial processes and enabling real-time collaboration.

Financial Planning and Analysis (FP&A)

E78 Partners

MARCH 3, 2025

Investors have a heightened appetite for businesses with proven financial fundamentals and clear paths to profitability. Despite these favorable conditions, successful IPOs require meticulous preparation, robust financial reporting, and a governance framework that instills investor confidence. The Renaissance IPO Index has risen by 4.9%

Financial Planning and Analysis (FP&A)

The Finance Weekly

DECEMBER 2, 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. and NAME?

Financial Planning and Analysis (FP&A)

CFO Thought Leader

JUNE 30, 2025

In this Planning Aces episode, Jack Sweeney and co-host Brett Knowles spotlight three CFOs who are advancing their organizations’ FP&A capabilities through thoughtful AI adoption. He also highlights the necessity of risk awareness and the evolving role of FP&A as a driver of organizational agility.

Financial Planning and Analysis (FP&A)

Cube Software

JULY 7, 2025

What is FP&A software? Financial planning and analysis (FP&A) software is a type of financial management tool that helps businesses plan, monitor, and optimize their financial performance.

Financial Planning and Analysis (FP&A)

CFO Thought Leader

JULY 23, 2025

Read More Vipond didn’t plan to launch a training platform. “I A chance connection with MDA Training led to the idea of transforming in-person financial training into self-paced, online learning. It was a hands-on assignment that tested both his modeling expertise and his capacity to navigate complexity. What are you doing differently?

Financial Planning and Analysis (FP&A)

CFO Thought Leader

JULY 23, 2025

Read More Vipond didn’t plan to launch a training platform. “I A chance connection with MDA Training led to the idea of transforming in-person financial training into self-paced, online learning. It was a hands-on assignment that tested both his modeling expertise and his capacity to navigate complexity. What are you doing differently?

Financial Planning and Analysis (FP&A)

The Finance Weekly

FEBRUARY 26, 2025

With global economies bracing for uncertainty in 2025 , financial teams are under pressure to adapt faster than ever. Political shifts, rising inflation, and unpredictable market trends are forcing businesses to rethink their financial planning strategies. What is Prophix? Who Its Meant For?

Financial Planning and Analysis (FP&A)

Lime Light

MAY 20, 2025

If you're a small to mid-sized business using QuickBooks Online (QBO), chances are you've experienced its ease of use for accountingbut maybe not so much for budgeting, forecasting, and financial reporting. You're not alone.

Financial Planning and Analysis (FP&A)

Lime Light

MARCH 13, 2025

The True Cost of Spreadsheet Errors Spreadsheets have long been the foundation of financial planning and analysis (FP&A) for businesses. They are used for everything from budgeting and forecasting to tax reporting and financial close processes.

Financial Planning and Analysis (FP&A)

The Finance Weekly

MARCH 13, 2025

The manual processes only make it worse with errors, which increases compliance risks and makes financial planning and analysis (FP&A) teams scramble to meet deadlines.

Financial Planning and Analysis (FP&A)

Lime Light

JULY 27, 2025

Prophix is a financial planning and analysis (FP&A) platform, offering robust tools for budgeting, forecasting, reporting, and financial consolidation. However, as organizations scale or require greater flexibility, many finance teams encounter limitations with Prophix.

Financial Planning and Analysis (FP&A)

Lime Light

MAY 13, 2025

Sage Intacct is a leading cloud-based financial management software built for small and mid-sized businesses (SMBs). It handles core accounting tasksaccounts payable/accounts receivable, cash flow, general ledgerwith ease, and comes equipped with dashboards and real-time reporting to streamline daily operations.

Financial Planning and Analysis (FP&A)

Lime Light

JULY 28, 2025

Vena Solutions has established itself as a well-known player in the financial planning & analysis (FP&A) space, offering a cloud platform that builds on Excel’s familiar interface to support complex financial processes.

Financial Planning and Analysis (FP&A)

Lime Light

JULY 29, 2025

As finance teams move away from manual spreadsheets and lengthy consolidation processes, modern financial planning and analysis (FP&A) software is increasingly being adopted. Cube is one such tool, designed for small businesses to mid-sized companies.

Financial Planning and Analysis (FP&A)

Lime Light

FEBRUARY 6, 2025

Finding the right FP&A software isn't just about comparing feature listsit requires digging through countless user reviews, navigating different rating systems, and reading between the lines of real customer experiences. Think of it as your cheat sheet to finding the perfect FP&A software, saving you time and headaches.

Financial Planning and Analysis (FP&A)

Future CFO

FEBRUARY 27, 2025

For chief financial officers (CFOs), embracing discomfort is crucial as their roles expand. Geopolitical and policy changes can introduce volatility, but understanding your organisation's financial health equips you to confront challenges effectively. However, as Saravanan Raman , CFO of AirAsia , highlights, the landscape is shifting.

Communication

The Finance Weekly

NOVEMBER 25, 2024

According to a recent survey by FP&A Software solution Datarails , over half (57%) of finance leaders believe artificial intelligence (AI) is poised to shrink the workforce in their departments. Risk Assessment and Management (21%) - With predictive analytics, AI is improving how companies identify and mitigate financial risks.

Finance

Lime Light

JULY 29, 2025

Discover why Limelight is the modern, scalable, and cost-effective FP&A solution finance teams love. Looking for the best SAP BPC alternative?

SAP

Lime Light

MAY 1, 2025

Toronto, ON Limelight, a modern FP&A platform designed to save time, enhance data accuracy, and provide actionable insights for nonprofits, higher education, and mission-driven organizations, today announced that it has joined the Blackbaud Partner Network as a Blackbaud Partner.

Financial Planning and Analysis (FP&A)

Lime Light

JULY 4, 2025

Financial planning and analysis (FP&A) is at the core of running a profitable hospitality business. Whether you’re managing a boutique hotel, branded property, or a global chain, having accurate budgets, rolling forecasts, and real-time insights is non-negotiable.

Financial Planning and Analysis (FP&A)

CFO Strategic Partners

MAY 29, 2025

Why CFOs Must Act Now: Turning Tariff Disruption into Strategic Opportunity Insights from Acclarity Accredited to FP&A Subject Matter Expert: Marcus Fisher Global markets are entering a period of structural disruption—and finance leaders are on the front lines. Yet forward-looking leaders aren’t standing still—they’re evolving.

Financial Planning and Analysis (FP&A)

Navigator SAP

JANUARY 12, 2024

Thoughtful financial planning and analysis (FP&A) is at the heart of successful business operations today, more so than in the past thanks to the emergence of robust analytical engines, artificial intelligence, and the dynamic marketplace brought on by global supply chains and greater availability of real-time data.

Financial Planning and Analysis (FP&A)

CFO Dive

JANUARY 21, 2022

Advances in technology, the rise of the cloud and COVID-19 have made financial planning and analysis a must-have function for companies' ability to act effectively in the face of change.

Financial Planning and Analysis (FP&A)

CFO Dive

MAY 9, 2023

The infusion of cash is expected to boost R&D investments for the company’s financial planning and analysis tool, including in the area of generative AI.

Financial Planning and Analysis (FP&A)

Bramasol

APRIL 28, 2022

This episode focuses on how DSE business models present new challenges with regard to Financial Planning & Analysis (FP&A) processes, which require enhanced agility, scalability and end-to-end integration to handle DSE's inherently dynamic requirements. How is FP&A different from traditional accounting?

Financial Planning and Analysis (FP&A)

Fpanda Club

SEPTEMBER 2, 2021

This relates to FP&A which stands for financial planning and analysis. The emerging FP&A practice steps out of the shadow of other finance functions becoming a standalone entity which involves its own mission, goals, organization, processes, tools and skills.

Financial Planning and Analysis (FP&A)