The Finance Weekly

JUNE 22, 2022

The increase in startups (who don’t have the funding or the need for a full time CFO) combined with the fallout from the pandemic, has created a huge increase in demand. To top it all off, the current market downturn and continued inflation is putting additional strains on companies’ forecasting and planning efforts.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Marketing CFO Startups 105

BlueLight

AUGUST 21, 2020

Financial Advice for Startups I recently spoke with finance leaders from a couple dozen startups. I caught up with Ryan Keating, Managing Director of Keating Consulting Group , to get his perspective after 20 years of accelerating growth in venture-backed startups. Agility is critical for startups that move fast and pivot.

Planning 52

Planning Marketing Startups CFO 52

Adam Kae

SEPTEMBER 30, 2023

Understanding the Fractional CFO A Fractional CFO, often referred to as a part-time CFO, plays a pivotal role in supporting the financial health of startups and small businesses. These financial experts commit a flexible number of hours each week to provide specialized financial services.

CFO 52

CFO Forecasting Budgeting Startups 52

CFO Share

JUNE 14, 2022

As a startup founder, you can use pro forma balance sheets to manage and plan for your future assets. You can create a pro forma on your own to better learn your numbers. As a startup founder, your goal is to plan for your business with a pro forma rather than to review what historically took place.

Profit and Loss 52

Profit and Loss Forecasting Financial Analyst Startups 52

Fpanda Club

JULY 24, 2022

As for these distant years the level of uncertainty is very high while the level of precision is low, terminal value is calculated based on the numbers of the last projected year, therefore it accumulates and magnifies all the errors in assumptions made for the first years of the model.

Financial Planning and Analysis (FP&A) 130

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

The Finance Weekly

AUGUST 30, 2022

With FP&A software, companies can automate their data collections and create valuable dashboards and insights that will help them understand trends and make more accurate budgets, forecasts, and business decisions. They transitioned to financial planning software, and that’s how Prophix’s FP&A platform was started. 1 Datarails.

Financial Planning and Analysis (FP&A) 95

Financial Planning and Analysis (FP&A) Budgeting Analyzing Data Startups 95

The Finance Weekly

JANUARY 1, 2023

Once again 2022 was not a boring year, both for world events and finance in particular, and the growing number of readers and widely diverse range of topics attests to that. During inflation and unstable market conditions, it will help companies gain better insights and forecasting, including calculating a variety of what-if scenarios.

Finance 98

Finance Compliance Economics Prioritization 98

BlueLight

MAY 1, 2020

This function is called financial planning and analysis (FP&A). The CFO is focused on company-level strategic planning and building a relationship with investors. Early-stage startup: Focused on finding product market fit, limited financial information to work with. The CFO takes on the responsibility of FP&A.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

JUNE 12, 2017

Gobble , the Palo Alto–based meal kit startup service whose recipes can be prepared in 15 minutes with just a frying pan, a spatula and some olive oil, is shoring up its leadership team before expanding nationwide. According to the numbers, the strategy works.

Startups 47

Startups Leadership eCommerce Forecasting 47

The Finance Weekly

MARCH 5, 2024

Surprisingly, Excel was the number one solution, despite being the nemesis of IT professionals. Another interesting finding is that IT managers are not afraid to adopt solutions from startups with good track records on review sites like G2 and Capterra. This question was tricky, and we were eager to see the results. The Winners!

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Leverage Cash Management 52

Centage

SEPTEMBER 7, 2021

You can examine the numbers and look at what happened over the last month, or quarter, or year. Recently, Centage’s Planning Maestro was named to Data Magazine’s list of 101 Most Innovative Business Intelligence Startups & Companies in Massachusetts. This is what only looking at traditional financial reporting is like.

Finance 52

Finance Data Analysis Forecasting Budgeting 52

Planful

MAY 27, 2021

Jeff Ignacio, head of Revenue and Growth Operations at UpKeep, joined me on the Being Planful podcast to explain why and how he transitioned from FP&A to the operational side of Sales. But, after moving to smaller startups, Jeff was forced to become a generalist. Subscribe to Being Planful.

Planning 40

Planning Sales Startups Finance 40

PYMNTS

MAY 14, 2020

could be the first major delivery company to limit the number of items retailers can ship to protect its network from being overwhelmed during COVID-19, The Wall Street Journal reported. Typically, FedEx manages volume by getting forecasts from companies months in advance for how many packages they intend to ship during certain periods.

Forecasting 98

Forecasting Retail Startups Numbers 98

PYMNTS

JULY 13, 2020

From telehealth to new financing options for patient treatments to big retailers like Walmart , Walgreens and CVS mashing up retail with healthcare, everyone from startups to incumbents are using the pandemic as an opportunity to disrupt — and reinvent — healthcare. Here’s a look at some of the latest developments.

Healthcare 87

Healthcare Concentration Startups Retail 87

Spreadym

JUNE 19, 2023

Here is a general process for effective cash flow management: Establish a Cash Flow Forecast: Begin by creating a cash flow forecast, which estimates the expected cash inflows and outflows over a specific period (e.g., This forecast serves as a baseline for monitoring and planning your cash flow.

Cash Flow Forecasting 52

Cash Flow Forecasting Invoicing Forecasting Accounts Payable 52

The Finance Weekly

MARCH 1, 2022

Reporting, planning, and forecasting are all manual processes that take a lot of time and effort to complete and are based on general ledger data. The lack of formal FP&A structure, processes, and procedures characterizes the lagging stage, which is common among newly founded startups.

Financial Planning and Analysis (FP&A) 52

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

Centage

SEPTEMBER 13, 2022

There is some risk to using past performance to inform your long-term plans, and this can be compounded during times of economic uncertainty. Your company needs to make plans for the future. What Is Financial Forecasting? Forecast vs. Budget Though similar, a budget and a forecast serve different purposes.

Financial Planning and Analysis (FP&A) 98

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

BlueLight

JULY 30, 2020

Forward In the current economic crisis, business leaders from early-stage startups to large multinational corporations have had to make difficult decisions. The companies represented include venture backed startups, mid-sized businesses, and large multinationals. Post Series B, it becomes a full-time job to support strategic planning.

CFO 52

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

The Finance Weekly

NOVEMBER 20, 2022

Particularly CFOs have joined dark social in fast-growing numbers. FP&A Community Earlier this year, Datarails, a financial planning and analysis platform for Excel users, launched their own Slack community for anyone in financial planning and analysis (FP&A). Why you might ask?

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

DECEMBER 18, 2021

In addition to accounting processes, the CFO leads prospective financial activities that are part of the vision: forecasting, budgeting, mergers, and investments. times higher than that of a controller, and this number can reach closer to twice as much depending on the experience and location.

CFO 52

CFO Budgeting GAAP Accounting Principles 52

CFO Talks

MARCH 14, 2024

They play a crucial role in strategic planning, risk management, and driving innovation, extending their influence far beyond the finance department. Moreover, the advent of big data and advanced analytics has armed CFOs with tools to forecast trends, optimize operations, and shape company strategies with unprecedented precision.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

PYMNTS

NOVEMBER 16, 2018

In a week of multiple nine-figure venture capital funding rounds, B2B FinTech has proved it plans to end the year on a high note. This week, RPA startup Automation Anywhere made waves with its $300 million investment from the SoftBank Vision Fund, reports said Thursday (Nov. The investment now values Automation Anywhere at $2.6

Accounts Payable 77

Accounts Payable Foreign Exchange Currencies Startups 77

Adam Kae

AUGUST 18, 2023

We're your financial forecasters, predicting stormy seas before they hit. Strategic planning is your compass. His small business startup was needing a boost when he brought me on board. We're not just number-crunchers; we're your partners in the voyage of financial discovery. Cash flow, my friends, is your lifeline.

CFO 52

CFO Communication Strategic Planning Education 52

Michigan CFO

JULY 8, 2022

A CFO can create financial reports that simplify the bookkeeper or accountant numbers into informative metrics that a business owner can act upon. With good financial reporting comes the ability to do good financial planning. Financial Forecasting. Financial forecasting is an often overlooked aspect of business management.

CFO 40

CFO Forecasting Accounting Planning 40

PYMNTS

NOVEMBER 5, 2019

Also, Uber ’s Q3 results beat analyst estimates in terms of headline numbers. And Singapore FinTech startup Nium is dropping its pursuit to compete for a digital wholesale banking license in the city-state. Uber ’s Q3 results beat analyst estimates when it comes to headline numbers. Revenues of $3.8 And the net loss of $1.1

Profit and Loss 40

Profit and Loss Leverage Startups Compliance 40

Centage

SEPTEMBER 13, 2022

There is some risk to using past performance to inform your long-term plans, and this can be compounded during times of economic uncertainty. Your company needs to make plans for the future. What Is Financial Forecasting? Forecast vs. Budget. Though similar, a budget and a forecast serve different purposes.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

JANUARY 2, 2022

Finance professionals don’t need to turn to spreadsheets to forecast our revenue. As CFO, it’s more important than ever to keep one eye on the numbers and the other on how to grow strategically. The consumption business model is a key potential solution to help CFOs with value creation.

Education 52

Education CFO Forecasting Budgeting 52

Onplan

DECEMBER 16, 2021

Predicting your organization’s financial health through forecasting is a critical role of your finance function, but there are many approaches. Two of the most common methods pitted against each other are top-down vs bottom-up forecasting. What is top-down revenue forecasting? What is bottom-up forecasting?

Forecasting 52

Forecasting Startups Sales Marketing 52

Onplan

DECEMBER 16, 2021

Predicting your organization’s financial health through forecasting is a critical role of your finance function, but there are many approaches. Two of the most common methods pitted against each other are top-down vs bottom-up forecasting. What is top-down revenue forecasting? What is bottom-up forecasting?

Forecasting 52

Forecasting Startups Sales Marketing 52

Future CFO

JUNE 10, 2020

The role includes leading, directing and managing the finance team, advising on business and financial planning, providing strategic recommendations to the chief executive officer and the executive management team, and of course, managing the processes for financial forecasting and budgets, and overseeing the preparation of all financial reporting.

CFO 52

CFO Finance Forecasting Leadership 52

PYMNTS

FEBRUARY 2, 2017

Economists surveyed by Reuters forecasted an increase of £1.7 billion in unsecured consumer lending in December, but the actual number rose by a net of £1 billion. The numbers depict the first fall in the annual rate since July 2016 and the biggest halt since Dec. percent in December from 10.8 2013, Reuters confirmed.

Startups 49

Startups Education Numbers Forecasting 49

Planful

FEBRUARY 23, 2016

A number of the panelists advised getting the best legal counsel and accounting advice when the company is at an early stage. It pays to think big and plan for growth 3-5 years down the road. This is especially true if the company is planning to raise capital, looking for loans, or considering an IPO or any exit opportunity.

Auditing 40

Auditing CFO Leadership Leverage 40

PYMNTS

JANUARY 31, 2018

All of this also means buyers and suppliers alike struggle to gain real-time insight into financial positions and accurate forecasting. One startup in this space is Crowdz , which recently announced its intention to roll out a blockchain-based B2B eCommerce platform. This is really going to be powerful.”.

B2B 43

B2B Education Forecasting B2C 43

PYMNTS

NOVEMBER 30, 2016

Forecasts by the National Institute of Economic and Social Research (NIESR) also pointed out that real disposable incomes may be dragged down for the first time in four years by the government’s freeze on tax credit payments. economy.

Economics 43

Economics Manufacturing Forecasting Startups 43

PYMNTS

MARCH 29, 2017

London-based real estate and property technology (PropTech) startup Nested offers home sellers a bold guarantee. The startup broke even within four months, currently handles over five sales each month and forecasts an annual run rate of over £1 million. “We Nested Solves UK Real Estate Pain Point, Sees £8M Investment.

Investments 43

Investments B2B Startups Valuation 43

PYMNTS

DECEMBER 11, 2017

“As accountants and bookkeepers move to the cloud and embrace new, more efficient, workflows in Xero, they don’t just add more capacity and services; they are advising businesses on a whole range of mission critical areas, from startup coaching to virtual CFO services and business app support,” Gohman said. “At 61 percent of U.S.

Accounting 42

Accounting Benchmarking Accounts Payable CFO 42

PYMNTS

JANUARY 24, 2017

The dVA is reportedly powered by the conversational artificial intelligence platform created by a New York–based FinTech startup Kasisto. The dVA bot comes with learning capabilities, so as it’s used, it will grow the number of requests it is able to process. The bot tracks one potential trip at a time for free users.

Budgeting 40

Budgeting Forecasting Banking Startups 40