Collectiv

MAY 22, 2023

Accurate and timely business intelligence (BI) is critical to effective planning and forecasting. Each of our consultants has a unique background and skill set to help enterprise teams tackle any and all challenges with BI, planning, and forecasting using the Microsoft Power Platform and Power BI. We live in a data-driven world.

Forecasting

Global Finance

JULY 29, 2024

The NYSE-listed Weave connects patients and providers for appointments, forms, payments, and feedback with a SaaS platform for small- and medium-sized healthcare businesses in the US and Canada. We recently introduced a Strategic Annual Plan Process [STRAP], which is a three-year forecast, updated annually. Taylor: Absolutely true.

CFO

CFO Plans

AUGUST 9, 2024

For instance, a mid-sized manufacturing company saw a 15% increase in profitability within a year of engaging an outsourced CFO who streamlined their budgeting and forecasting processes. Tip: Regularly review financial reports with your outsourced CFO to identify areas for cost savings and revenue growth.

Accounting

Lime Light

SEPTEMBER 17, 2024

Vena Solutions is a widely recognized financial planning and analysis (FP&A) tool for budgeting, forecasting, and reporting. However, it has certain limitations that lead users to seek alternatives.

Financial Planning and Analysis (FP&A)

CFO Plans

SEPTEMBER 24, 2024

This accessibility ensures that business owners and financial advisors can collaborate seamlessly, leading to more effective financial planning and tax strategy formulation. Imagine reviewing your financial reports while on a business trip, ensuring you never miss a critical update.

Tax Planning

Onplan

NOVEMBER 30, 2022

Finance professionals and teams today have numerous solutions available to help them plan, budget, forecast, and analyze financial information. OnPlan is a financial modeling and forecasting tool built by financial planners and analysts. Budgeting and rolling forecasts, as well as what-if scenario planning.

Financial Planning and Analysis (FP&A)

CFO Talks

MARCH 14, 2024

The position of Chief Financial Officer has evolved significantly over the past few decades. 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. Delegation and Empowerment: No CFO can do it all alone.

Prioritization

Barry Ritholtz

SEPTEMBER 12, 2022

And I — I — I don’t like to ask people for predictions and forecasts, but you’re looking at the flows and you get client questions all the time. And obviously in Q2, a lot of financials reported and they talked about loan loss reserves very well in check, very healthy, and so I think that’s a trend that we need to keep an eye on.

Investments