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

Jedox Finance

DECEMBER 28, 2021

Historically, financial planning & analysis has centered around tasks such as planning, budgeting, forecasting, and performance management. Increasing collaboration will come into sharper focus, but it means much more than just asking your colleague in Finance to work together on a new budget report.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Budgeting Finance Forecasting 105

BlueLight

JUNE 2, 2020

For this piece, I’ll dive into a tactical analysis that is important to every CEO and CFO, the budget vs actual variance analysis. The variance is the difference between the budget and actual, typically expressed as a percentage difference or total cash difference. How should we adjust the forecast going forward?

Budgeting 52

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

Planful

JUNE 8, 2017

But at this point, the budget is most likely obsolete due to changing business conditions. So most of the work is spent analyzing and explaining variances to budget, and not enough work is spent on making mid-course corrections. But managing a rolling forecast process can be difficult when relying on Excel spreadsheets and email.

Forecasting 40

Forecasting Financial Planning and Analysis (FP&A) Budgeting Finance 40

Jedox Finance

JUNE 26, 2019

Our business partners, including the CEO, do not have time for a lengthy budget process and outdated forecasts because the market is moving quickly. It starts with the right mindset for FP&A, which will be the topic of a deep-dive in an upcoming post in this series with views from different practitioners.

Financial Planning and Analysis (FP&A) 120

Financial Planning and Analysis (FP&A) CFO Leadership Finance 120

The Finance Weekly

NOVEMBER 20, 2022

Off the Ledger is a "sales-free zone" where colleagues from the accounting and finance industries can communicate to one another on a variety of topics, such as business trends, hiring, the latest software to use, accounting treatment questions, and career guidance.

Financial Planning and Analysis (FP&A) 52

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

Planful

OCTOBER 8, 2019

What was a hot topic in the spring is probably not what you’re focused on now. But when finance is bogged down with slow, manual planning and budgeting efforts, they can’t. Accurate data helps you make better decisions and get more trust from the business in the outcomes you’re forecasting. It changes daily.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Planning Budgeting Forecasting 40

Planful

JULY 14, 2016

Measuring and monitoring business performance relies on a process of defining clear objectives, planning and budgeting, and evaluating progress at established intervals to ensure the company is keeping pace with their outlined objectives. The Importance of Analytics in Managing Performance. The Role of FP&A in Finance Organizations.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Leverage Budgeting Forecasting 40

CFO Thought Leader

OCTOBER 10, 2023

The topic for discussion is the potential sale of the company, and Howatson is expected to participate in a presentation to a prospective buyer. Think of your traditional budgeting and forecasting, your what-if analyses, your finance and business reporting. The first is finance-led planning. We also do extended planning.

CFO 52

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

Planful

FEBRUARY 23, 2016

The CFO Leadership Council’s NYC chapter held a panel discussion recently on the topic of “Managing High Growth.” On this topic, a member of the audience asked if there’s a need for an audit to support the applications for a line of credit. The moderator of the panel was Gretchen Tibbits, COO of Little Things.

Auditing 40

Auditing CFO Leadership Leverage 40

Jedox Finance

SEPTEMBER 21, 2020

The planning software keeps the focus on the planning functionalities, for example for budgets and forecasts. Last but not least, the topic of Customer Data Platform (CDP) should be mentioned here. Its extensive capabilities for creating interactive dashboards to make data visually accessible in real time are second to none.

Microsoft Office 52

Microsoft Office Planning Budgeting Forecasting 52

Planful

AUGUST 30, 2016

This notion of Finance as a better partner to the business has become an increasingly important role, so the survey included several questions on this topic. This was followed closely by Forecasting with Predictive Analytics (26%), then Financial Transformation (41%). 30% – Continual Planning Processes (rolling forecast).

Finance 40

Finance Budgeting Forecasting Planning 40

Planful

OCTOBER 25, 2016

Among the many great topics on the agenda at the Argyle CFO Leadership Forum in Dallas was a session titled “Managing and Minimizing Enterprise Risk.” The session was moderated by Bona Allen, Sr. VP and CFO of Kajima Building and Design, Inc. Learn More.

Risk Management 40

Risk Management CFO Budgeting Benchmarking 40

PYMNTS

MAY 25, 2018

Because with summer comes the opportunity to finally think about one of life’s more pleasant topics: going on vacation. Bankrate says about 51 percent of consumers will be hitting the highways and byways this summer, while Generali forecasts that 68 percent of consumers will be heading out.

Forecasting 40

Forecasting Prioritization Economics Education 40

BlueLight

JULY 30, 2020

In the following, you will find a synthesis of the key findings on the following topics: How do you view the responsibility of the CFO suite? Rather, our job is to provide a framework for the department managers to think about their own budget.” “It The findings are heavily geared towards software-as-a-service technology startups.

CFO 52

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

Planful

SEPTEMBER 1, 2016

Here’s a rundown of the topics that were on the agenda for the workshop. These companies use Planful to collect, consolidate , and report their financial results, as well as manage budgeting, planning, forecasting, and management reporting. Hip, Cool, and Relevant Accounting Technologies. Key Takeaways.

Technology 40

Technology Accounting Auditing Reconciliations 40

BlueLight

AUGUST 21, 2020

We cover fundraising, board meetings, financial forecasts, dashboard, cap table, banking relationships, etc. that also doubles as a near term cash flow budget?—?is Our CFOs also help with running board meetings, managing cap tables, advising on all financing related topics and scenarios. Accounting ?—?Many

Planning 52

Planning Marketing Startups CFO 52

CFO News Room

JANUARY 4, 2023

Their duties include overseeing the budgeting and financial planning process, analyzing financial data to identify trends and areas for improvement, and developing strategies to optimize the company’s financial performance. They forecast, create budgets, and ensure that developers aren’t overspending or stretching resources too thin.

Investments 130

Investments Budgeting Finance Marketing 130

Musings on Markets

SEPTEMBER 11, 2023

Through this period, t he big studios still controlled a large share of the content business, but independent studies, often more daring in choice of topics and settings, took a share. That said, the movie business remained concentrated, with the biggest players dominating each segment of the business.

Entertainment 77

Entertainment Profit and Loss Numbers Marketing 77

Fpanda Club

MARCH 1, 2021

Benchmarking is an extremely powerful tool, but unfortunately, this kind of data, accumulated by consulting firms and professional associations conducting surveys and research on various adjacent topics, is not easily available or is highly fragmented. Best practice in the budget and planning process, PWC 2017 7.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Benchmarking Budgeting Value-Added Analysis 130

Planful

NOVEMBER 24, 2015

The problems with older, non-real-time, loosely interfaced systems really start to show up when operational executives want to include big data sources in financial plans, budgets and forecasts. To learn more about this topic, check out my presentation from the Planful Future of Finance Tour. That just won’t cut it anymore.

Accounting 40

Accounting Finance Financial Systems Budgeting 40

The Finance Weekly

JULY 31, 2023

His expertise spans financial analysis , budgeting, business partnering, financial storytelling, excel, and audit. Furthermore, AI is being used for demand and revenue forecasting, anomaly and error detection, decision support, and proof-of-concept (POC) revenue analysis.

Corporate Finance 52

Corporate Finance Finance Leverage Accounts Payable 52

Barry Ritholtz

SEPTEMBER 5, 2023

MILLER: And there’s nothing better than talking about a topic that you’re really comfortable with and really smart people ask you questions that cause you to maybe think a little bit differently about the solution or whatever. RITHOLTZ: Everybody’s been forecasting incorrectly about recessions, about rate cuts.

Sales 52

Sales Marketing Numbers Construction 52

Barry Ritholtz

MARCH 21, 2023

He had kind of agreed to be my dissertation chair, even without a particular topic, and going in and saying, I want to write it. Everything was the same except, Chicago had in its budget to give me money for airfare to go visit. But we don’t trade on a 10-year forecast. But imagine you have a forecast. I wrote it.

Profit and Loss 64

Profit and Loss Valuation Forecasting Investments 64