Nerd's Eye View

DECEMBER 11, 2024

Advisors want to help clients set a secure, reliable retirement plan, yet even the most comprehensive assumptions will inevitably deviate from reality at least to some degree. The good news is that CMAs can still provide a range of realistic spending limits, and, even better, most financial plans are not static one-and-done roadmaps.

Planning 98

Planning Marketing Forecasting Securities 98

CFO Talks

JUNE 3, 2025

Before You Forecast the Future, Figure Out Who You Are! They are the driver of strategy, the guardian of governance, and the voice of reason when the business wants to leap without a plan. It helps you stay grounded when the CEO questions your forecast, when a compliance issue lands on your desk, or when your team misses the mark.

Forecasting 52

Forecasting Leadership CFO Numbers 52

Fpanda Club

JANUARY 23, 2025

FP&A is an evolving function that falls into the intersection of finance, operations and strategy aimed at driving better decision-making trough insightful analysis, forecasting and goal setting. In this blog post I wont focus on the activities that fall into FP&As scope by default, such as budgeting, forecasting and regular analysis.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Mergers and Acquisitions (M&A) Prioritization Forecasting 130

CFO Talks

FEBRUARY 12, 2025

Optimising Budgets: Strategies for Effective Financial Forecasting Financial forecasting plays a crucial role in managing budgets effectively. However, forecasting is not just about guessing numbersit is a structured process that relies on analysing past data, considering present trends, and planning.

Forecasting 52

Forecasting Budgeting Economics Planning 52

Focus CFO

NOVEMBER 22, 2024

Heading into 2025, accurate sales forecasting is more critical than ever. Here are five key ways to align your sales forecasting and budgeting processes for success in the year ahead. Here are five key ways to align your sales forecasting and budgeting processes for success in the year ahead.

Forecasting 52

Forecasting Budgeting Sales CFO 52

Lime Light

DECEMBER 20, 2024

To do this effectively, organizations employ an essential financial planning technique known as budget forecasting. It is a traditional practice for companies to project estimates and expectations for a new fiscal year.

Forecasting 52

Forecasting Budgeting Planning 52

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) 52

Financial Planning and Analysis (FP&A) Planning General Ledger (GL) Forecasting 52

Cube Software

FEBRUARY 14, 2025

What is demand forecasting? Demand forecasting predicts future customer demand using historical data, market trends, and analytics. Without demand forecasting, youre essentially guessing how much inventory youll need, how many staff members to hire, or whether a new product launch will hit its revenue targets.

Forecasting 52

Forecasting Planning Budgeting CFO 52

Lime Light

MARCH 11, 2025

The healthcare industry faces multiple financial pressures that prove to be a challenge in providing consistent, high-quality patient care. These pressures include rising costs for labor, drugs, and supplies. Often, these costs are not matched by reimbursements from Medicare and Medicaid.

Healthcare 52

Healthcare Forecasting Budgeting Planning 52

CFO Plans

DECEMBER 23, 2024

In the fast-paced world of tech startups, strategic financial planning isn’t just beneficialit’s crucial. Start Your Financial Transformation Today with expert guidance from CFO Plans. This planning involves exploring various tech startup funding strategies , from venture capital and angel investors to crowdfunding.

Startups 52

Startups Planning CFO Budgeting 52

Collectiv

JUNE 2, 2025

Integrate Planning and Forecasting: Our solutions bring planning, forecasting, and reporting into the same tech stack, reducing reliance on spreadsheets and enabling real-time insights.

Planning 52

Planning Forecasting Securities 52

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) 130

Financial Planning and Analysis (FP&A) Forecasting Budgeting Finance 130

Centage

JUNE 28, 2023

When it comes to automation, what’s particularly beneficial is the way technology can automate how financial data flows through models and forecasts, freeing financial teams from the manual labor of attempting to create forecasts via spreadsheets. Accurate measurements also allow businesses to engage in scenario modeling.

Forecasting 98

Forecasting Financial Planning and Analysis (FP&A) Cash Flow Forecasting Finance 98

CFO Selections

AUGUST 20, 2024

Running out of cash is not only a sign of poor planning, but it's also one of the biggest reasons that businesses fail. Forecasting your company's cash flow can be tricky because of the many variables that determine how much cash you will need for operations versus the amount available.

Cash Flow Forecasting 98

Cash Flow Forecasting Forecasting Planning 98

CFO Dive

FEBRUARY 11, 2022

Many economists, including those at the Federal Reserve, botched their forecasts for price gains last year. CFOs can avoid losses from flawed inflation projections through scenario planning.

CFO 246

CFO Forecasting Planning 246

CFO Selections

NOVEMBER 20, 2024

As such, their responsibilities include: budgeting and forecasting, managing mergers or acquisitions, and handling compliance issues.

CFO 105

CFO Tax Planning Leadership Budgeting 105

Fpanda Club

MAY 17, 2022

Budget and annual planning cycle - these words can make many people tremble. Aimed at determining firm’s short-term objectives and transforming them into operational plan by allocating available resources, annual planning exercise is mostly considered by its stakeholders to be a curse rather than a savior. Too much game playing.

Budgeting 147

Budgeting Planning Benchmarking Leadership 147

The Finance Weekly

OCTOBER 30, 2024

They offer a complete suite of features that help businesses forecast cash flows, handle short-term investments, and improve liquidity. Cash Flow Forecasting - These tools can analyze historical data and current transactions to help businesses predict future cash flow needs, ensuring liquidity and avoiding financial bottlenecks.

Cash Management 52

Cash Management Cash Flow Forecasting Reconciliations Forecasting 52

The Finance Weekly

FEBRUARY 23, 2025

Did you know that 35% of organizations identify data quality and timeliness as significant barriers to effective financial planning and analysis (FP&A)? This issue hampers forecasting accuracy, risk management, and resource allocation. This leads to better budgeting, more reliable forecasting, and stronger financial stability.

Financial Planning and Analysis (FP&A) 52

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

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) 52

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

Centage

AUGUST 8, 2023

Worse, when your company is ready to migrate to a new financial model, like rolling forecasts and scenario planning , or report on company performance, Excel may hold you back from making the leap to move your company forward. Moving to a rolling forecast while using spreadsheets could mean revamping or recreating your existing system.

Budgeting 98

Budgeting Planning Forecasting Financial Modeling 98

Centage

AUGUST 29, 2023

They should forecast and plan for them all year long. By adopting continuous financial planning, financial pros can do better at keeping costs in line, managing investments, taking advantage of opportunities, and reducing the risk of threats. Continuous financial planning is more advantageous to companies for several reasons.

Budgeting 98

Budgeting Financial Planning and Analysis (FP&A) Planning Forecasting 98

Future CFO

FEBRUARY 14, 2025

Addressing such gaps is crucial for the organisation, including the Finance function, as it can impact cost planning and decision-making processes. The ability to integrate AI into financial planning also means we are seeing improved efficiency, allowing Finance teams to focus on strategic initiatives rather than administrative tasks."

Cash Flow Forecasting 78

Cash Flow Forecasting Compliance Leverage Reconciliations 78

Lime Light

DECEMBER 10, 2024

Without a clear, financial plan and strategy, many organizations may struggle to sustain programs, manage donor expectations, and maintain transparency. Limited resources, unclear expense tracking and administrative costs, and unpredictable and diverse funding sources can risk their mission and operations.

Planning 52

Planning Nonprofit Finance Forecasting 52

E78 Partners

FEBRUARY 26, 2025

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. Executives rely on FP&A for backward-looking analysis rather than proactive scenario planning.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Cash Flow Forecasting Forecasting Financial Modeling 59

CFO Plans

OCTOBER 29, 2024

Strategic Budget Planning as a Success Blueprint The journey to financial stability begins with strategic budget planning. By forecasting cash flow and aligning it with business objectives, companies can anticipate potential shortfalls and surpluses.

Accounts Payable 52

Accounts Payable CFO Budgeting Invoicing 52

Global Finance

DECEMBER 27, 2024

The momentum persists, with growth forecast at 5.4% This puts Tanzania among the few countries in Africa where investors can plan for the long term without fear of sudden political upheavals. First is protecting existing contracts, which is crucial for long-term investment planning. in 2024 and 6% in 2025. Tanzania office.

Foreign Exchange 144

Foreign Exchange Investments Economics Currencies 144

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 52

Financial Modeling Mergers and Acquisitions (M&A) Budgeting Forecasting 52

The Finance Weekly

JULY 14, 2024

Are you planning for a Saturday night? How about, planning to buy a house in the next five years? That’s exactly how Long-range Planning (LRP) works – not only for individuals but for businesses as well. Given the current volatility in markets and global economies, long-range planning can indeed seem daunting.

Planning 105

Planning Leadership Budgeting Financial Analyst 105

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 96

Finance Healthcare Benchmarking Forecasting 96

CFO News

APRIL 9, 2025

Despite the RBI's downward revision of India's GDP growth forecast for FY26, CFOs remain optimistic, citing strong domestic consumption and rate cuts as key growth drivers. CFOs had to say about the outlook for the countrys economy and capital expenditure plans. The critical question, however, is: Can India Inc.

Forecasting 81

Forecasting Planning 81

CFO Selections

MARCH 4, 2024

The “branches” off each decision alternative that result use data analysis to forecast the most likely outcome of each decision. A decision tree is a critical part of strategic planning because it allows decision makers to analyze the effects of a significant change throughout different areas of the business.

Planning 86

Planning Data Analysis Strategic Planning Forecasting 86

Future CFO

JUNE 1, 2025

Companies increasingly adopt digital tools to improve cash flow forecasting, automate reconciliation, and manage liquidity more effectively," he adds. He recommends using advanced forecasting tools integrated with real-time data to improve cash flow predictions and allocate surplus funds more effectively.

Economics 59

Economics Mergers and Acquisitions (M&A) Treasury Cash Flow Forecasting 59

The Finance Weekly

NOVEMBER 19, 2024

They were both CFO's who saw a big gap in midmarket companies' financial planning, as the amount of data and reporting needs are always growing, while the tools to help with that weren't keeping up. Basic modeling, forecasting, and budgeting workflows. Advanced forecasting and scenario planning.

Financial Planning and Analysis (FP&A) 52

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

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) 52

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

Lime Light

OCTOBER 29, 2024

Workforce planning is poised to reshape how organizations approach human capital management. The Deloitte 2023 Global Human Capital Trends report reveals that 59% of organizations anticipate focusing on reimagining work in the next 2-4 years, doubling pre-pandemic levels.

Planning 52

Planning Prioritization Forecasting Budgeting 52