Budgeting & Forecasting4 min read
The Ups and Downs of Zero Based-Budgeting
Zero-based budgeting (ZBB) is quickly gaining traction as organizations around the world seek innovative ways to operate more efficiently, enhance…
James Richard ·
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Budgeting & Forecasting5 min read
The 5 Best FP&A Courses to Improve Your Finance Career
Financial Planning and Analysis (FP&A) demands a diverse skill set, including accounting and finance expertise, tech-savviness, and both strategic and…
James Richard ·
Excel & Modeling4 min read
7 Quirky and Lesser Known Facts About Excel
Everyone knows the basic story of Excel. It was created in 1985 by Microsoft, it was and still is one…
James Richard ·
Budgeting & Forecasting9 min read
Best FP&A Software Solutions for Excel Users
The best FP&A software solutions for Excel users come in many shapes and sizes. There are simple Excel plug-ins, complex…
James Richard ·
Reporting & Automation5 min read
How to Create Ad Hoc Reports in Excel
Ad hoc reporting in Excel can look very different for different people. One of the benefits of using a spreadsheet…
James Richard ·
AI for Finance4 min read
Will ChatGPT Replace Jobs? This Might Sound Familiar
Important note: This blog was not written by ChatGPT. The question of automation and new tools replacing jobs is nothing…
James Richard ·
Reporting & Automation5 min read
Effective Dashboard Practices as an Excel User in 2023
Dashboards are a critical part of FP&A, as they are the critical method in providing data visualization. However, not all…
James Richard ·
Budgeting & Forecasting4 min read
10 Free Finance Guides from Top Creators
Financial planning and analysis (FP&A) is a crucial aspect of any business, whether it is a startup or a well-established…
James Richard ·
Budgeting & Forecasting3 min read
5 Important Financial Ratios For Assessing the Health of a Company
Financial ratios are important for assessing the health of a company – namely how a company generates revenue and profits…
James Richard ·
Excel & Modeling5 min read
Upgrade Your Financial Processes: Say Goodbye to Waterfall Chasing in Excel
Finance executives devote too much time to chasing waterfalls. Whether you’re creating a simple financial waterfall chart to illustrate data…
James Richard ·
Budgeting & Forecasting4 min read
The Top 5 Cash Flow Forecasting Mistakes
In the world of business, money flows in and out constantly, and managing it can be a challenging task. This…
James Richard ·
Reporting & Automation4 min read
Financial Reporting with Excel Done Right
Financial reporting is a standard accounting practice that uses financial statements to disclose a company’s financial information and performance over…
James Richard ·