Budgeting & Forecasting4 min read
Accelerate Your Invoice Error Repair this Quarter
Invoice errors too often prove to be a black hole for your time. The customer not only has to reach…
James Richard ·
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211 articles
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Budgeting & Forecasting4 min read
The Transition from Growth At Any Cost to Sustainable Growth
The “growth at any cost” mentality that has been so prevalent among young companies, specifically in the technology sector, is…
James Richard ·
Budgeting & Forecasting6 min read
Leveraging What-If Analysis in Excel
‘What if’ analysis uses built-in tools for budgeting and forecasting in Excel. Financial planning and forecasting tools help your company…
James Richard ·
Reporting & Automation5 min read
Guide Your Company Into Corporate Governance Excellence
CFOs play a critical role in advising the board of directors on corporate governance. When analyzing the company’s finances, the…
James Richard ·
Budgeting & Forecasting4 min read
Gaining a Competitive Edge by Mastering FP&A Storytelling
Storytelling is one of the oldest professions in the world. From parents passing down skills to their children, to written…
James Richard ·
Excel & Modeling5 min read
What to do When Excel Doesn’t Meet Your Spreadsheet Needs
Excel is an excellent tool for processing data, but it has its limitations. If you are using overly complicated formulas,…
James Richard ·
Reporting & Automation5 min read
KPIs vs. Metrics: The Complete Guide
Measuring success and goal setting is one of the most pivotal elements of strategic planning. Key Performance Indicators (KPIs) allow…
James Richard ·
Budgeting & Forecasting4 min read
Scenario Analysis vs. Sensitivity Analysis: Which one is Better for your Organization?
Sensitivity analysis and scenario analysis are methods of assessing risk. Before making an investment or any big decisions, organizations look…
James Richard ·
Reporting & Automation4 min read
Tech Skilled Candidates Can Help Solve the Finance Job Shortage
For close to 2 years, the talent shortage has been haunting companies of all kinds. A 2022 ManpowerGroup survey found…
James Richard ·
Budgeting & Forecasting7 min read
Dear Excel, How can FP&A professionals make the most of their spreadsheets?
After (almost) 40 years, there is a reason why FP&A and accounting professionals continue to use Excel. It works. But…
James Richard ·
Budgeting & Forecasting5 min read
The Ultimate Guide to Trend Analysis
Professionals in the fields of finance, business, and economics utilize trend analysis to identify historical and current market patterns in…
James Richard ·
Budgeting & Forecasting6 min read
Creating Better Cash Flow Statements
Any given finance professional will be cognizant of the significance of the cash flow statement. However, not everyone is well…
James Richard ·