Budgeting & Forecasting4 min read
What is EBITDA in Finance?
In the finance world, a profound comprehension of key performance indicators and financial metrics is indispensable for making effective decisions…
James Richard ·
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Budgeting & Forecasting5 min read
Top Finance and FP&A Books
The field of Financial Planning and Analysis (FP&A) is a constantly evolving and dynamic terrain. To aid financial experts in…
James Richard ·
Budgeting & Forecasting7 min read
Calculating Projected Sales: FP&A Leaders’ Guide
This concise guide will help FP&A executives become skilled at estimating projected sales. This is incredibly important because it drives…
James Richard ·
Excel & Modeling8 min read
Best Excel Courses for Financial Teams (2024)
“What experience do you have with Excel?” is undoubtedly a question that will be asked in some variation during the…
James Richard ·
Excel & Modeling4 min read
Top 13 Excel Tips for Accounting
Here are 13 tips and features to bring more agility, functionality and usability to your Excel spreadsheets. Share this with…
James Richard ·
Budgeting & Forecasting5 min read
FP&A Skills and Trends of the Future
FP&A skills are more relevant than ever thanks to a more dynamic role that was adopted during the pandemic. Instead…
James Richard ·
Reporting & Automation3 min read
How to Connect the Numbers to Non-Financial Executives
Financial reporting is only as effective as the audience’s understanding of what is being presented, how it affects them, and…
James Richard ·
Excel & Modeling5 min read
The 5 Secrets to Excel’s Survival
In a couple of years, Microsoft Excel will turn 40 years old- an ancient dinosaur in terms of technology and…
James Richard ·
Budgeting & Forecasting5 min read
The History of Budgeting: When did it Start and the Evolution Over Time
When we consider how to move forward with an improved budgeting and forecasting strategy, we are always forward thinking and…
James Richard ·
Reporting & Automation5 min read
How to Create an Efficient Board Reporting Package
A board report package, also known as a board pack, is a collection of corporate updates, metrics, KPIs, and financial…
James Richard ·
Excel & Modeling7 min read
Excel Accounting with Bargain Purchases
In the corporate world, the fancy term for “a steal” or just good value is “bargain purchase”. This occurs when…
James Richard ·
Reporting & Automation4 min read
How to Accelerate the Month-End Close Process
Speeding up the headache that is the month-end close is a finance team’s dream. Fewer days spent in consolidation, forecasting,…
James Richard ·