Fpanda Club

MARCH 19, 2025

Yes, I said that, I am addicted to financial planning and analysis. After 15+ years in Financial Planning & Analysis (FP&A), Ive learned some hard truths things I wish someone had told me earlier in my career. My name is Anna, and I am an FP&A-holic. These capabilities strongly depend on how often we update our beliefs.

Financial Planning and Analysis (FP&A)

The Finance Weekly

OCTOBER 29, 2024

Financial models are essential for organizations, helping forecast financial performance using historical data and future projections. This practice allows businesses, investors, and finance professionals to evaluate investment opportunities, assess risks, forecast future scenarios, and support strategic decision-making.

Financial Modeling

CFO Talks

JANUARY 8, 2025

Understand Your Teams Starting Point Before planning for growth, its essential to know where your team currently stands. This understanding helps you identify training needs and create tailored development plans. Expose the Team to Broader Perspectives A finance team can sometimes operate in a silo, focusing solely on numbers.

Finance

Musings on Markets

JANUARY 10, 2025

It is the end of the first full week in 2025, and my data update for the year is now up and running, and I plan to use this post to describe my data sample, my processes for computing industry statistics and the links to finding them. Aggregate operating numbers 3. Corporate Governance & Descriptive 1.

Corporate Finance

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? If youre stuck in a vicious cycle of manual updates and outdated insights, its time to rethink your approach to planning and financial reporting. Spreadsheets are not built for strategic decision-making.

Financial Planning and Analysis (FP&A)

CFO Talks

MAY 14, 2025

Running the Numbers Without Running from the Truth No one sees the cracks forming in a businesss foundation quite like the CFO. Before the headlines, before the boardroom fallout, the numbers tell a story – and its your responsibility to make sure its the truth. You see the numbers before anyone else.

Numbers

CFO Talks

NOVEMBER 21, 2024

The ability to analyze numbers and translate them into actionable strategies has always intrigued me. Early in my career, I realized that finance is not just about managing numbers—it’s about empowering organizations to make informed decisions, optimize resources, and achieve long-term goals.

CFO

Global Finance

JANUARY 2, 2025

We provide a very user-friendly tool where you just insert the numbers from the target and from the buyer, and you get a score indicating the likelihood of success. Every quarter it either met or exceeded analysts revenue forecasts. They speak about huge synergies to come and great things to be had from the acquisitions.

Mergers and Acquisitions (M&A)

CFO Talks

APRIL 15, 2025

Accountability Isnt Admin Its Your Performance Lever For all the talk about AI-driven forecasting, real-time dashboards, and digitising the finance function, there remains one cornerstone of high-performing finance teams that no technology can replace: accountability. Forecasting becomes a game of optimism versus realism.

Accounting

CFO Talks

FEBRUARY 20, 2025

Numbers Never Lie but They Rarely Tell the Whole Story For too long, financial analysis has been seen as a back-office functionprocessing numbers, producing reports, and ensuring compliance. How do we create a culture where finance professionals actively challenge assumptions, look beyond the numbers, and uncover the bigger picture?

Numbers

CFO Talks

MARCH 13, 2025

Now, picture the opposite: instant access to real-time financial insights, automated compliance checks, and AI-driven forecasts guiding your next move. This shift allows businesses to move from reactive decision-making to proactive planning. Predict cash flow shortfalls , helping businesses plan ahead.

Financial Reporting

Barry Ritholtz

MARCH 18, 2025

The challenge in writing How NOT to Invest was organizing a large number of ideas, many of which were only loosely connected, into something coherent, understandable, and, most importantly, readable. Bad Numbers : 4. Create a financial plan (then stick to it). It is March 18th! Publication day is finally here! Index (mostly).

Investments

CFO Talks

APRIL 17, 2025

Its the quality, relevance, and timing of information that separates high-performing finance functions from reactive number-crunching. The most progressive finance teams are investing in business intelligence capabilities, leveraging dashboards, scenario models, and rolling forecasts to guide resource allocation in real time.

CFO

CFO Plans

NOVEMBER 4, 2024

In today’s dynamic financial landscape, Discover Strategic Financial Planning Solutions that are more than a necessity; they’re the backbone of sustainable business growth. By understanding the return on investment, companies can ensure that their financial planning aligns with their growth objectives.

CFO

CFO Talks

FEBRUARY 5, 2025

A good budget helps a company plan its spending, control costs, and make smart decisions. It requires careful planning, accurate numbers, and constant checking to make sure things stay on track. A business unit budget is a financial plan that outlines how much money a department expects to earn and spend.

Budgeting

Future CFO

MARCH 3, 2025

By 2025, the traditional image of number-crunching accountants confined to back offices will be a relic of the past. This is forcing finance leaders to integrate ESG considerations into their financial planning, reporting, and investment decisions. The finance function is undergoing a seismic shift.

Finance

E78 Partners

MARCH 3, 2025

The IPO market has also seen a resurgence, with 13 IPOs each aiming to raise $100 million or more filed in January 2025 alone , marking the highest number of sizable IPO filings in a single month since early 2022. Implement budgeting and forecasting processes that withstand market scrutiny.

Financial Planning and Analysis (FP&A)

CFO Talks

JUNE 3, 2025

He instructs his managers to spend no more than 10 percent of their time on accounting and the rest interpreting what the numbers mean. This model resembles Unilevers finance transformation where predictive analytics freed up 30 percent of finance teams time for scenario planning and business partnering. This echoes global HR trends.

Leadership

CFO Talks

MARCH 27, 2025

Youre no longer just the person who signs off on the numbers or keeps costs in check. That only changes when you shift your role from number person to strategic partner. But you do need to be the one who brings claritybacked by the numbers and driven by where the business actually needs to go. Thats where leadership comes in.

Leadership

CFO Talks

JUNE 8, 2025

Disruption hits before the board even signs off on the plan. If your financial system cannot update forecasts in real time, you are already behind. Forecasts update as real numbers roll in. Everyone is working off the same numbers, and those numbers are current. Hoping nothing changes too much. Costs rise.

Budgeting

CFO Thought Leader

DECEMBER 10, 2024

Predictability means setting realistic forecasts, tightening pipeline management, and increasing confidence in decision-making. But numbers alone dont drive results. Focuses on flexible planning to adapt quickly to market shifts and technology transformations.

CFO

CFO Talks

NOVEMBER 27, 2024

Achieving this requires more than crunching numbers; it demands insight, context, and actionable recommendations. A trendline graph showing the gradual change in margins alongside a pie chart of cost contributors paints a clearer picture than numbers alone. Context Adds Clarity Numbers alone don’t provide meaning.

Cash Flow Forecasting

CFO Talks

MAY 29, 2025

Businesses do not just want accurate numbers. Forecasts should reflect current conditions, not assumptions from last quarter. Often, they show up in speed of execution, improved planning, or better cross-functional decisions. Forecasting cycles should be made shorter and more flexible. And they expect it from the CFO.

Finance

Future CFO

NOVEMBER 6, 2024

He also highlights the importance of building agility in supply chain management and, external focus and benchmarking in forecasting, whilst continuing to be data and insight-led. In weathering these challenges, Shivam notes the importance of having clarity of vision and ensuring resource allocations are clearly aligned with the vision.

Finance

Bramasol

JANUARY 28, 2025

SAP S/4HANA Cloud Private Edition also introduced new features, including AI-assisted master data governance, AI-assisted sales order fulfillment monitoring, AI-assisted conversational planning, and more. AI-enabled predictive analytics to forecast financial trends and inventory requirements.

SAP

E78 Partners

MAY 29, 2025

The numbers tell a clear story: CFOs who think beyond the spreadsheet drive measurable value. Companies implementing comprehensive financial technology stacksfrom AI-powered forecasting to automated close processesreport faster monthly closes and reduction in finance headcount requirements. higher multiples.

CFO

Future CFO

FEBRUARY 16, 2025

Verma notes, "In finance, data intelligence can work as pillars to achieve better forecasting, budgeting, and strategic planning." As finance professionals transition from number crunchers to strategic advisors, the ability to convey complex data insights understandably becomes crucial.

Finance

Beacon CFO Plus

JULY 16, 2025

But here’s the truth: your numbers tell the real story. Forecasting That Inspires Confidence Part of telling a strong story is answering the “what’s next” question. Scenario Planning & Risk Assessment Investors want to know you’ve thought things through. This is where a CFO becomes your secret weapon.

CFO

The Charity CFO

JUNE 4, 2025

They build a pipeline, track progress, forecast revenue, and follow up religiously. Instead of relying on memory or sticky notes, he uses Salesforce as a second brainsetting reminders, tracking conversations, and forecasting outcomes. It allows you to plan better, collaborate faster, and respond with agility.

Sales

CFO Talks

APRIL 9, 2025

Its what threatens your forecasts, shakes investor confidence, and puts your reputation on the line. Not just generic action plans, but clear, conscious choices. When Crisis Hits: Be the One With the Plan Even with the best foresight, things still go wrong. And no, risk isnt always external. Pay attention to those.

CFO

CFO Plans

FEBRUARY 9, 2025

Unlock Strategic Financial Planning Tips to turn seasonal challenges into opportunities for growth and innovation in the hospitality and retail sectors. With strategic financial planning, businesses can turn these challenges into golden opportunities for growth and innovation.

Budgeting

Embark With Us

JUNE 23, 2025

Cue the frantic email threads to reconcile version 27 of the “final_final” forecast. In today’s fast-paced SaaS world, planning can feel like juggling chainsaws – one slip in your data or process, and growth goals are at risk. Last-minute board meeting? Let’s dive in. Frequently Asked Questions

Planning

Trade Credit & Liquidity Management

JULY 14, 2025

import tariffs on business operations, supply chains, and financial planning. Looking ahead, 37% of businesses plan to reduce imports from China and 28% from Canada and Mexico. growth forecast for 2025 from 2.7% Incorporate tariff scenarios into financial planning to improve resilience.

Transportation

CFO Talks

JUNE 4, 2025

They are dealing with facts, forecasts, and risk. On the contrary, credibility grows when a CFO can admit that performance is down, explain why, and walk stakeholders through the plan to recover. Framing the Numbers Is Just as Important as Reporting Them Numbers do not speak for themselves. That someone is the CFO.

CFO

Global Finance

MARCH 3, 2025

The number of funds being floated, largely by the biggest financial sponsors like Blackstone, KKR, and Apollo, is growing rapidly. You need discipline to put together a diversified portfolio, but advisors can implement a plan in a more turnkey manner now.

Marketing

Beacon CFO Plus

JUNE 4, 2025

Before we talk about numbers, its important to define the scope of the role. Do you need someone to: Improve budgeting and forecasting? Project-Based Pricing This model sets a fixed fee for a specific deliverable, such as preparing financials for fundraising or building a forecasting model.

CFO

CFO Talks

APRIL 10, 2025

Using tools like Power BI, IDEA, or even Excel with pivot tables, you can identify: Duplicate payments Payments outside business hours Transactions near internal control thresholds Inconsistent vendor banking details Round number patterns (e.g. When fraud hitsand eventually, it willyou need a plan. Systems need to be locked down.

Leadership